Basics of Sales and Use Tax

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

All attendees take classes together and the 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 50 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.

Check out the agenda here! *Attached is the 2023 agenda, the 2024 course will be 3.5 days, so the agenda will change*

BASICS 2024 AGENDa coming soon

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 TBA

KICKSTART YOUR CAREER

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 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.