Live Course | Master | Specialist

Advanced Sales and Use Tax Workshop

Coming EARLY 2024!
23 CPE credits

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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.

2023 Topics  |  Hotel & Location Info
Cancellation Policy  |  Supervisor Approval Letter Template

Why Advanced Sales and Use Tax Workshop?

…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.

“I really enjoyed the opportunity to learn about others’ experiences on a day-to-day basis and issues they might be facing. Their experiences give me another way to look at things. You get this through all the sharing that occurs with that more one-on-one, direct instruction of Advanced Workshop.”

Advanced Workshop 2023 Topics

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.

See the full Advanced Workshop 2023 agenda


Deep-Dive Trending Topic Sessions

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 
If your company is in the market for a sales tax automation system, there are more solutions available now than ever before. Some of the new offerings aren’t stand alone tax engines but rather built into shopping carts and payment processing solutions. That’s a good thing! But with so many options available, it is also harder than ever to figure out which system is right for your company… and the stakes are high. If you select the right system, it can make everyone’s life easier and result in major cost and time savings. This session will map out what you need to consider when selecting a tax automation system or tools for your company that will meet your business needs. We’ll cover pros and cons of bolt ons vs built ins. You’ll learn about many of the different automation options available in the market today – from tax engines to sales tax management solutions – to help you manage growing multi-state sales tax obligations.

Operational Considerations for Mergers and Acquisitions 
Business reorganizations are fraught with difficulties and figuring out the sales and use tax implications of these transactions is no exception. If your company is ever a party to a merger, acquisition, or other type of corporate reorganization, you’ll need to know exactly what you’re getting into before the process begins. In this session, we’ll discuss the best practices to follow if your company undergoes a merger or acquisition from both the buyer and the seller perspective. From due diligence to liability issues to registration, account closure and administration and audit issues, we’ll show you how to handle these complex and difficult transactions the right way, so you can ensure you don’t make costly mistakes.


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.

Consumers Use Tax Deep Dive 
If you make a purchase of taxable property or services and the seller doesn’t collect sales tax on the transaction, you are required to pay consumer’s use tax in any jurisdiction where you have nexus. We will cover commonly faced challenges such as goods movement issues and use tax accrual after claiming a temporary storage exemption. Learn about options such as direct pay authority and purchasing companies as ways to take control. Knowing your options and finding the right tool to fit your needs is key to paying the right amount of tax, every time. We’ll also cover automation ideas from simple stand-alone solutions to integrated third party tax engine solutions that can help reduce the time involved on this critical task.

Sales Tax Resources to Make Your Job Easier 
Sales tax specific resources can change the game for a sales tax professional working as a part of a small team or a team of one. The time that can be saved by knowing the right resource to use can save tremendous effort and funds for the company. There are all sorts of resources available (free as well as for a fee), including those specific to tax research, monitoring tax law changes, nexus monitoring, audit support, data manipulation, and networking. Join this session for a discussion and knowledge share about all the resources available to you. Come ready to share your go to resources with the group



Industry Update Sessions

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.


CPE Information

Location & Hotel Information

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.

More on the hotel and how to book your room


Health & Safety Policy

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.

Cancellation Policy

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:



Workshop FAQs

For answers to common questions on payment, registration, and the workshop overall, check out:


Advanced Workshop 2023 Faculty


Diane L. Yetter
President & Founder, YETTER
Tax and Sales Tax Institute
Trisha Davidson
Senior Tax Manager, YETTER
Tax and Sales Tax Institute
David Hughes
Partner, HMB Legal Counsel’s State
and Local Tax Group
Kelly Smith
Director of Indirect Tax, Evolve Vacation Rentals

“The program encompasses multiple industries while taking the time to go through a detailed analysis of each. This program would be helpful no matter which industry you are in.”


Additional Benefits for Advanced Attendees

Advanced covers a range of sales and use tax topics and provides:

  • One-on-one access to the instructors where you can bring specific questions about your unique situation to review with our pros.
  • Government auditor free classrooms so you feel safe to ask any question you may have. Government auditors are not allowed to attend our live courses.
  • Social events for attendees where you can get to know your workshop colleagues and instructors in a relaxed atmosphere.
  • The Sales and Use Tax reference workbook that includes hundreds of pages of guidelines, rules, laws, and regulations that you can keep in your office and use for years to come.
  • 23 CPE credits.

Get Approval from Your Supervisor

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!

Get the template

The Countdown is On!

until Advanced Sales and Use Tax Workshop 2023!

Other Resources You Might be Interested In

Remote Seller Nexus Chart

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