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Live Course | Novice | Specialist

Basics of Sales and Use Tax

Dates
July 29, 2025 - August 1, 2025
Location
Chicago, IL
Credit
28.4 CPE credits
Price
$1950 Early Bird Price
$2075 Full Price after June 1st, 2025
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Overview

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

If you are looking for an interactive live training course designed for individuals working in financial or accounting corporate and consulting environments, Basics of Sales and Use Tax is for you. If you currently handle (or will soon handle) sales and use tax for their company, themselves, or their clients, find all the training you need here.

  • You will be able to handle all the sales tax basics you need and more easily manage your sales and use tax work
  • Those looking to gain confidence, increase accuracy, and be better prepared for potential audits are suited for this premier training
  • Those with less than four years of sales and use tax experience are best for this course
  • You will overcome some of the most challenging sales and use tax concepts so you can minimize risk and be an asset to your department

 Learning Objectives  |  Hotel & Location Info | Bundle with the Community!
|  Cancellation Policy  |  Supervisor Approval Letter Template

About the Basics of Sales & Use Tax Course

Basics of Sales and Use Tax is a live, in-person training designed to give you practical, hands-on expertise over three immersive days.

 

Why This Course Stands Out

  • Comprehensive & Interactive – Learn essential sales tax concepts through lectures, case studies, and discussions, taught by top industry experts.
  • Immediate Real-World Application – Apply what you learn right away to improve compliance, accuracy, and tax strategy.
  • Exclusive One-on-One Access – Get direct guidance from instructors and ask specific tax questions confidentially (no government auditors allowed).
  • Boost Speed, Accuracy & Decision-Making – Streamline workflows, eliminate guesswork, and make strategic sales tax recommendations with confidence.
  • Small Class Size for Personalized Learning – Limited to under 50 participants for focused attention and meaningful networking and discussions.

Become Your Team’s Go-To Sales Tax Expert

Gain the skills and confidence to end tax confusion and take control of compliance.

Check out the agenda here!

BASICS 2024 AGENDA

Fundamental Sales Tax Topics Sessions

Our expert faculty will teach the following fundamental topics: tax base, use tax accrual, Streamlined Sales Tax Project, ethics, career options, nexus, registration, exemptions, incentives, drop shipments, audits, compliance, tax automation.

Industry Overview & Breakout Sessions

Basics will introduce the most important industry-specific sales tax issues for the 10 most common industries: construction, healthcare, hi-tech, hospitality, leasing, manufacturing, professional services, retail, telecom, and utilities. Plus, each attendee will be able to attend one industry deep-dive breakout session where you can learn from an industry specialist and interact with peers in your industry. Breakout sessions offered will be dependent on those that attend.

 CPE Information      Learning Objectives    2024 Agenda

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Save over $500 when you bundle!

Ready to dive into your professional development? Excited to take the leap and dedicate yourself to your job?

You can begin your Sales Tax Nerd Community Membership alongside your Basics course registration. Your purchase includes access to the membership platform, all of our resources, live and on-demand webinars, office hours with Diane, bonus educational sessions, the mentoring program, networking opportunities, and more!

Register for the Basics of Sales & Use Tax Course and the Sales Tax Nerd Community Membership today.

Buy the Bundle

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!

 

Get the template

basics-2025

Hear from our 2024 students about how
your Basics experience can change the game!

“I have not found anything that is as comprehensive as this class!”

Basics Course Curriculum: What You’ll Learn

Our hands-on, application-driven curriculum equips you with essential sales and use tax knowledge to ensure compliance and confidence in tax management.

  • Nexus & Wayfair Compliance – Understand South Dakota v. Wayfair and how to manage state tax obligations.
  • Top Tax Research Tools – Stay ahead with the latest compliance resources to track tax laws and rates.
  • Audit Defense Strategies – Learn proven tactics to prepare for and navigate state tax audits.
  • Real-World Case Studies – See how businesses solve today’s toughest sales tax challenges.
  • Exclusive Reference Workbook – A go-to tax guide you’ll use for years after the course.
  • Networking & Community – Connect with experts and peers at exclusive social events.
  • Small Class Size – Limited to 50 participants for direct instructor access and a personalized experience.
  • Earn 28.4 CPE Credits + Digital Certification – Get recognized with a Credly certification badge to showcase on LinkedIn and beyond.

And MUCH MORE!

SEE example of 2024 full AGENDA

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Learning Objectives: What You’ll Achieve

By the end of the Sales & Use Tax Basics Course, you’ll have the knowledge and confidence to navigate tax compliance with ease.

Key Learning Outcomes:

  • Master Sales Tax Terminology – Understand key terms so you’re always prepared for industry discussions.
  • Navigate Nexus & Wayfair Compliance – Learn how South Dakota v. Wayfair impacts tax obligations and how to manage nexus across different scenarios.
  • Understand Drop Shipments – Gain clarity on documentation and compliance, whether you’re the buyer or seller.
  • Identify & Apply Tax Exemptions – Learn how to uncover exemptions that save your company money and reduce tax liability.
  • Develop Audit Defense Strategies – Get proven preparation techniques to handle audits with confidence and minimize risk.
  • Optimize Sales Tax Workflow – Discover how to structure tax functions in your department for better efficiency.
  • Enhance Decision-Making Skills – Receive coaching on making administrative and taxability decisions with confidence.
  • Use Advanced Tax Research Tools – Find faster, more accurate answers while eliminating guesswork.
  • Analyze Real-World Ethical Cases – Participate in engaging discussions on ethics in sales and use tax.
  • Get Direct Access to Experts – Bring your specific tax questions to instructors for one-on-one guidance.

Location & Hotel Information

Basics of Sales and Use Tax 2025 will take place at the Union League Club of Chicago. The Club is a prominent Chicago private club, conveniently located in the heart of Chicago’s downtown financial district with easy access to downtown Chicago attractions and restaurants.

Find all the information you need about the hotel and how to book your room for Basics here!

Sales Tax Institute does not book your hotel room for you, you must reserve your own hotel room.

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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 the first evening of the course. All food and drink is on us at the cocktail reception so please plan to come and meet the other attendees and your course faculty members.

Getting There

The hotel is easily accessible from either of Chicago’s airports: Midway International Airport or O’Hare International Airport using public transit (35-35 minutes) or a cab/ride-sharing (30-50 minutes depending on traffic). Parking is available with the hotel (rates apply). All transportation and parking costs are the attendee’s responsibility.

Basics 2025 Faculty
Diane Yetter
President, YETTER Tax and
Sales Tax Institute		 Trisha Davidson
Senior Tax Manager, YETTER Tax and
Sales Tax Institute		 Amanda Cusack
Senior Tax Manager, YETTER Tax and
Sales Tax Institute

 

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:

CANCELLATION POLICY

Course FAQs

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

Basics course FAQ PAGE

“I am already getting use out of the knowledge I acquired in the course, and I’ve told my boss twice that it was money well spent. Thanks for all the great info and insights! The class not only educated me but also inspired me and opened my eyes to a potential niche, I go around calling myself by my superhero name now, “Audit Defense Warrior.””

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Advanced Sales and Use Tax Workshop

Enter your information in the form below to be notified when this course is offered again in 2026.
Deep-dive into advanced sales and use tax concepts at our intimate live workshop designed for mid to expert level tax pros.
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Drop Shipments: What Are They and What’s New Post-Wayfair? On-Demand Webinar

Online through Vimeo|
90-minute on-demand webinar teaching 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.
Enroll Now