Live Course | Novice | Specialist

Basics of Sales and Use Tax

June 20-22, 2018
8:30 a.m. - 5:00 p.m. Wednesday & Thursday; 8:30 a.m. - 3:00 p.m. Friday
Chicago, IL
23 CPE Credits
Early Bird: $1175 through May 22, 2018
Regular Rate: $1325 after May 22, 2018
Final payment due date (if paying by check): June 12, 2018

Move from handling sales tax with nerve wracking, frustrating guesswork to shining as a go-to expert in your department.

Basics of Sales and Use Tax is an interactive live training course designed for individuals working in financial or accounting corporate and consulting environments. This 3-day course is best for those who currently handle (or will soon handle) sales and use tax for their company, themselves or their clients.

Basics helps you learn all the sales tax basics you need. After the course you will more easily manage your sales and use tax work. This live course is the premier training option for those looking to gain confidence, increase accuracy, and be better prepared for potential audits.

This course is best for those with less than four years of sales and use tax experience. We will help you overcome some of the most challenging sales and use tax concepts in just three days of training.

About the Instructor

Diane L. Yetter, President & Founder, YETTER and Sales Tax Institute

Diane L. Yetter is a strategist, advisor, speaker, and author in the field of sales and use tax. She is president and founder of YETTERTM, a sales tax consulting and tax technology firm in business since 1996. She is also the founder of The Sales Tax Institute, a premier think tank that offers live and online courses to educate business professionals about sales and use tax.

More About Diane L. Yetter

About the Instructor

David Hughes is a partner in Horwood Marcus & Berk’s State and Local Tax (SALT) Group. David advises clients on how to structure their business to reduce their state tax liabilities and he also defends clients in audits, administrative proceedings and court against tax assessments.

More About David Hughes

About the Instructor

B.J. Pritchett is the President/Owner of Pritchett Sales and Use Tax Consulting located in Hot Springs National Park, Arkansas. She has operated her own sales and use tax practice since 1992. Her company provides services which include sales and use tax refunds, audit defense, corporate educational seminars, procedure manuals and private consultation on sales and use tax issues.

More About B.J. Pritchett

Diane is highly knowledgeable. I recommend Sales Tax Institute to anyone wanting to grow in their career in sales tax.

Additional Details About Basics of Sales and Use Tax

Basics of Sales and Use Tax is a live training course that involves sessions covering the different fundamental sales tax concepts over a period of three days.

All attendees take classes together and they sessions involve a mixture of lecture, case studies, and group discussions. The unique curriculum is designed to focus on the most critical sales tax basics you need to help your company and/or clients today.

Classes are taught by the top professionals in the industry who have specialized backgrounds in different areas of sales and use tax so that you get a wide range of viewpoints. Sessions are interactive and informative and include time for Q&A.

PLUS, all attendees have the opportunity for one-on-one access to the faculty where they can answer specific questions and help with specific situations. Furthermore, we never allow government auditors to attend our live courses, so you can safely ask your specific questions without fear.

Basics of Sales and Use Tax is different than other training programs because it focuses on the practical application of sales and use tax concepts. We want you to be able to apply what you learn to your job right away when you are done. And we succeed. In fact, many alumni of the Basics of Sales and Use Tax course state that what they learned at Basics helps them better manage their day-to-day work for long after the course.

The course will help you be faster at decision making, improve your accuracy, and allows you to make more strategic sales tax recommendations with confidence. You will learn how to improve your workflow, eliminate guesswork, and reduce risk with a practical application, hands-on teaching approach.

The most unique part of Basics is the size. We limit the number of participants to under 75 students. We do this so that everyone gets a chance to learn, discuss, and make meaningful connections with one another. We keep things intimate so that you get the focused attention and guidance that you need to really understand sales and use tax.

In short, Basics helps you end nerve wracking, frustrating guesswork and instead shine as the go-to sales tax expert in your department.

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Additional Information about CPE

Cancellation/Complaint Policy


It [Basics] has given me more resources to be able to expand what I’m able to do, which helps me grow and helps my company grow. We’ll be able to bring in more clients and some larger clients going through.

New This Year

We’ve completely updated the Basics of Sales and Use tax curriculum to focus on critical sales tax basics and fundamentals that you need today!

The new Basics will give you:

  • All the sales and use tax definitions you need to speak the “sales tax language”.
  • New types of nexus legislation and how to handle it (like Economic Nexus and Marketplace Nexus).
  • The most updated tax research tools available to you in order to stay 100% on top of new legislation.
  • Proven audit preparedness tactics so that you aren’t caught off guard when the auditor shows up at your door.
  • New case studies reflecting the way that sales and use tax conundrums are being handled today.
  • ALL course materials in a take home binder – this is a gold mine of reference information that you and your department will use for YEARS after the program.
  • Networking opportunities with your classmates at a fun, free cocktail reception.
  • The chance to really immerse yourself. We limit Basics to under 75 participants so that everyone gets a chance to learn, discuss, and make meaningful connections. This isn’t a huge conference where you’re one of thousands – you’ll get direct attention and guidance.
  • Ability to earn 23 CPE credits with ZERO pre-event preparation or prerequisites required.


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These classes are definitely worth the time and money to attend! In fact, I still reference the Sales Tax Institute Basics during my conversations with aspiring sales tax accountants, and how it refined my knowledge (and love) for sales and use tax!

Location & Hotel Information

Basics of Sales and Use Tax Live Course 2018 will take place in the heart of downtown Chicago at the Millennium Knickerbocker Hotel. The hotel is on Chicago’s famous “Magnificent Mile” where some of the city’s best stores, attractions, and restaurants are located.

Basics Group Rate: $229/night

Make a trip of it! We’ve arranged for this special group rate to be available for 3 days prior and 3 days after the event based on guest room availability. The Sales Tax Institute does not book your hotel room for you, you must reserve your own hotel room.

More on the hotel and to book your room

Additional Location Highlights & Information

Food & Drink

Continental breakfast will be provided to all attendees from 8AM – 8:30AM each day. Lunch, snacks and beverages are provided as well.

A welcome cocktail reception exclusively for Basics attendees is held on Wednesday evening. All food and drink is on us at the cocktail reception so please plan to come and meet the other attendees!

Getting There

The hotel is easily accessible from either Midway or O’hare airport in a short (30-45 minutes depending on traffic) cab ride. Valet parking is available with the hotel. The hotel is about a half mile walk away from the Chicago Red Line station. All transportation and parking costs are the attendee’s responsibility.

Questions about the course, hotel or registration process? Visit the Live Course FAQ page to get answers.

The Countdown Begins!

until Basics of Sales and Use Tax 2018!

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I recently attended Diane’s Basics seminar and was thrilled that I did. Diane and her colleagues possess so much knowledge and presented the material so well that I spent three days learning and absorbing information that I feel will not only help me in my present job but in my future career.


Learning Objectives for the Basics of Sales and Use Tax Live Course

Basics will cover every foundational concept of sales and use tax you need to know. More specifically, learning objectives include:

  • Define relevant terms in sales basics so that you are always ready for any lingo thrown at you
  • Learn nexus applications and how they vary from situation to situation to help you navigate these murky waters
  • Learn the ins and outs of drop shipments so you can go from wondering how to document these transactions work to making them work correctly whether you are the buyer or the seller
  • See how to find and identify exemptions that save your company money and make you look like a hero in the process
  • Get audit preparation and defense techniques that will empower you in these stressful situations
  • Discover ways that sales and use tax functions can be structured in your department to improve processes and workflow for the entire team
  • Receive coaching on how to make administrative and taxability decisions for your department so that you can gain confidence in the decision-making process
  • Discover tax research tools and methods that shorten your time looking up answers and eliminate guesswork
  • Take part in lively examinations of ethical issues in sales and use tax using real-life case studies
  • Have one-on-one access to the instructors where you can bring specific questions about your unique situation to review with our pros

Register for this course


Get Approval From Your Supervisor

Use a free professional development approval request template that you can customize and send to your supervisor to attend Basics. Just click to copy, paste, alter, and send!

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Custom Sales And Use Tax Training