Advanced Sales and Use Tax is an interactive sales tax workshop designed for sales tax specialists in corporate or consulting environments. The workshop is designed for individuals who have four or more years of experience in sales and use tax.
This intensive workshop involves expert-led sessions, case study breakdowns, lively discussions, and deep dives into advanced topics where we help solve your toughest sales and use tax issues.
Advanced Workshop consists of deep-dive sessions into trending sales tax topics and industry update sessions detailing the latest legislative developments and state-specific updates in industries relevant to attendees.
It is a workshop unlike any other sales tax training opportunity out there. You’ll learn how to see things in a new light and increase your level of expertise to help you take that next leap in your career development.
…Have you reached a point in your career where you’re looking to explore expert-level concepts?
…Are you looking for ways to not just improve processes, but streamline your entire department so that you are operating at the highest efficiency, effectiveness, and accuracy?
…Do you already know the fundamentals about nexus, drop shipments, compliance, and other sales tax concepts and are looking for those advanced nuances to really increase your knowledge and expertise?
…Are you ready to truly specialize and take on stronger leadership positions that allow you to demand better titles, pay, and positions with your master level knowledge?
Imagine if you could achieve all of this and more with a support group of like-minded professionals in just a matter of days.
We created Advanced Sales and Use Tax Workshop to help you move from a capable practitioner to a true master in sales and use tax.
Advanced Sales and Use Tax Workshop is a seminar that involves an in-depth look at specific timely sales tax topics.
Sessions are led by the top professionals in the industry that have specialized backgrounds in different areas of sales and use tax so that you get a wide range of viewpoints.
We encourage interactivity and lots of questions. PLUS, all attendees have the opportunity for one-on-one access to the faculty where they will help answer specific questions and situations. Furthermore, we never allow government auditors to attend our live courses, so you can safely discuss your situation without fear.
The Advanced Sales and Use Tax Workshop is a learning experience unlike any other opportunity out there. We help you see things in a new light and increase your level of expertise to help you achieve your career goals.
And we succeed. In fact, alumni of the Advanced Workshop report that what they learn at this event helps them position themselves for leadership roles, promotions, positions at different companies, snag bigger clients, and even leverage better pay!
Even without potential career accolades, this course will help you make faster decisions, improve your accuracy, and increase your ability to offer strategic sales tax recommendations.
The most unique part of Advanced is the size. We limit the number of participants so that everyone gets a chance to learn, discuss, and make meaningful connections with one another. You get the focused attention and guidance that you need to really stand out as an expert.
Advanced Workshop 2023 will help you rethink important sales and use tax topics and get up-to-date on legislative changes that are affecting your company and/or clients today. Attendees work together to unpack important sales tax issues through lecture time, case studies, and group discussions.
Each of these topics will be discussed in depth in an average of a 2 hour session to really understand the issues and help you develop practical strategies to apply in your business.
|Challenges and Opportunities for Marketplace Facilitators and Sellers
Marketplaces of all kinds, whether they are commonly known B2C marketplaces such as Amazon and eBay or ones you might never know exist that cater to a B2B market, have added new layers of complexity to sales tax compliance for companies across the United States. Now that every state has enacted marketplace facilitator collection responsibilities, what do marketplace sellers need to be aware of? What are the obligations of the marketplace facilitators? This session will cover sales tax issues from both the perspective of the marketplace seller and marketplace facilitator. Dive into all the angles of dealing with sales tax for marketplaces, including nexus provisions, responsibility for tax collection, reporting requirements, implementation challenges, and resources to find helpful information.
Sales Tax Systems: Integrations, Maintenance, Sales Tax Management, and More
Operational Considerations for Mergers and Acquisitions
|What’s New in Dealing with Drop Shipments
Drop shipments are tricky when it comes to sales tax because of the sheer number of factors at play. They are more complicated than a regular sale transaction and this makes it much more likely to incur costly mistakes. Learn how to correctly manage sales tax for drop shipments in light of changes created by the South Dakota v. Wayfair decision and what you can do to mitigate your audit risk. The session will also cover the latest issues we’ve been seeing with drop shipments, like how to respond to a seller that is being strict on exempt certificate acceptance and as a shipper, knowing when you can accept a home state number when you think the seller should be registered.
Consumer’s Use Tax Deep Dive
Sales Tax Resources to Make Your Job Easier
Industry update sessions are 1 hour in length and share the latest legislative developments and state-specific sales tax updates relevant to the industry. We select industries covered based on who is in attendance for the workshop. Potential Industries to be covered include: Manufacturing, Retail/Wholesale, Hi-Tech, Leasing, Professional Services, Construction, Heath Care, Utilities, Telecommunications, and Hospitality.
Advanced Sales and Use Tax Workshop 2023 will take place at the Mission Bay Resort San Diego. The Mission Bay Resort embodies the Southern California lifestyle – sun, sand, and so much more. It is located in the heart of San Diego with easy access to all that the city has to offer.
Advanced Workshop Group Rate: $279.00 per room + $15 resort fee per night + tax
Sales Tax Institute does not book your hotel room for you, you must reserve your own hotel room.
The Sales Tax Institute takes the health of our students and staff very seriously. We are committed to ensuring your workshop experience is safe, positive, and productive.
One of our core values is Well-Being. We take responsibility for our minds, bodies, and souls, so that we can care for others. In this spirit, we believe in the science of vaccinations and recommend that all attendees respect the well-being of their fellow attendees by taking steps to protect their health as well as others. Vaccinations and testing before attendance is not required, but it is recommended. If you test positive for COVID-19 and can not attend, contact us to discuss cancellation or substitution options.
You may cancel your registration and receive a refund of course fees minus a cancellation fee up to 10 days before the event. If you cancel 10 days or less before the event, your course fees will be credited to a future STI event held within the next year (minus any out-of-pocket costs we incur if you cancel 5 days out or less).
Please visit our full cancellation policy for more details on deadlines and cancellation fees:
For answers to common questions on payment, registration, and the workshop overall, check out:
Advanced covers a range of sales and use tax topics and provides:
Use a free professional development approval request template that you can customize and send to your supervisor to attend Advanced. Just click to copy, paste, alter, and send!
until Advanced Sales and Use Tax Workshop 2023!