Live Webinar | Online | Master | Specialist

Enhanced Education Experience

Dates
Monthly, July - December 2024 (See dates below)
Time
See below for times for each session
Location
Live Webinar
Credit
Up to 16.8 CPE credits!
Price
$1475 for the full series, $235 for 2 hour sessions, $350 for 3 hour sessions
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Overview

Life too hectic to make it to in-person training? Need high-level training on a flexible schedule?

Join the Enhanced Education Experience! Enjoy all of our high level educational content via live webinar. You can sign up for the topics you’re interested in or buy the full experience to save over $150!

Here are the highlights:
  • 6 online trainings via Zoom (monthly, July – December 2024)
  • 2-3 hours each (that’s up to 3.6 CPE credits per webinar!)
  • Expert faculty for each webinar topic
  • Carefully curated topics selected for 2024 and beyond
  • Materials provided before each training
  • Live Q&A to finish up each training

Dive into the details about each live webinar below:

Details for Enhanced Education Experience: Webinar Descriptions

The Enhanced Education Experience is a set of six, 2 or 3 hour online trainings over six months (July – December 2024). Each session 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 will unpack the most important sales tax issues through lecture time and Q&A.

Each of these topics will be discussed in-depth in an average of a 2 or 3 hour session to really understand the issues and help you develop practical strategies to apply in your business.

buy the full experience:
BECOME A SALES TAX pro

Webinar Topic
Date
Faculty
CPE Credits
Description

Tax Credits, Refunds, & Adjustments – How to File and Use

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July 10, 2024
12-2PM ET
Amanda Cusack & Trisha Davidson 2.4 CPE credits Bad debts, product returns, customer accommodation, pricing adjustments, tax only refunds… What do all of these items have in common? They lead you to tax confusion! It’s a must that you are able to differentiate what is a credit, refund, or adjustment. In this session, we will cover how to report and claim these on sales tax returns. Then we’ll jump into risk and logistic issues such as credit carryovers, how to minimize credits being disallowed, variations in returns, who is eligible for bad debt deductions and the rest. Learn about technology options and best processes to help you and your company avoid risk in this tricky area!  

Manufacturing Exemptions – What’s New and What’s Not

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August 6, 2024
12-2PM ET
David Hughes & Diane Yetter 2.4 CPE credits If you work in manufacturing or with manufacturers, there are many sales tax exemptions, incentives, and special rules that can apply. Keeping up to date with how the states define manufacturing terms for exemption purposes could potentially identify tremendous savings for your company. There are gems to be found! In this session, we will explore the most important points, including softwarerelated issues for manufacturing equipment, what to look out for when there are changes in usage by the manufacturer, and handling withdrawals of inventory and goods movement. We’ll also dig into some of the nuances in how states define who can qualify as a manufacturer as well as what processes are covered by these exemptions.  

New and Old Ways to Tax Digital Products

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September 10, 2024
12:30-3:30PM ET
Carolynn Kranz & Diane Yetter 3.6 CPE credits How states (and localities!) apply tax to the digital realm is in constant flux. It’s critical to understand how states define different technologies for tax purposes and stay on top of new legislation that impacts this category. This session will dig into the tax implications for an array of technologies including software, SaaS, digital goods, bots, artificial intelligence, streaming content, cloud computing, digital advertising, and cryptocurrency. Learn how to navigate tricky areas such as information services vs data access, taxation of bundle services, and sourcing including software user allocation, so you are prepared no matter if you are on the buyer or seller side of tech transactions.

Local taxes and registrations – Home Rule, State Administered and Business Licenses

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October 3, 2024
12-2PM ET
Stacey Roberts & Diane Yetter 2.4 CPE credits Home rule jurisdictions are notorious for causing headaches for businesses trying to comply with their rules. They can have their own procedures and often have different exemptions, nexus rules, tax bases, and required forms than those at the state level. But there are also challenges in complying with state administered local taxes (Are you listening Colorado and Missouri?!). In this session, you’ll learn about the nuances of these local taxes as well as those pesky fees that might be disguised as taxes. Which of these could apply to your business – amusement tax, meals tax, bag fees, hazard fees, retail delivery fees and more! And we can’t forget about local business licenses! Learn what’s happening locally with differences between tangible and digital products as well as services. This session will help you mitigate the local tax headaches by equipping you with the knowledge you may be missing about these pesky authorities so you can stay compliant.

Artificial Intelligence
Uses for Sales Tax

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November 7, 2024
12:30-3:30PM ET
Mustafa Ashurex, Christina Wiseman, & Diane Yetter 3.6 CPE credits The world of taxation is evolving rapidly, and artificial intelligence (AI) is playing a significant role in this transformation. It is poised to make a substantial impact in the sales tax field. These developments are affecting the way sales tax is collected, managed, and enforced, which will have practical implications for the future of businesses operating in the U.S. In this session, we will dive into the tools available, processes where AI is the most helpful, confidentiality with AI, and ethics related to use of AI. We’ll talk about how to use it effectively to free up time to tackle all the new challenges that pop up.

Exemption Management – Resale, Exempt Entity, Exempt Use

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December 4, 2024
12-2PM ET
Silvia Aguirre & Trisha Davidson 2.4 CPE credits Exemptions are one of the most “amusing” parts of sales tax! Once you determine the ones that you’re eligible for, you must understand how to document them and what are the correct certificates to issue. The challenge is that depending on the type of product or service you sell, it can be difficult to determine whether your inputs qualify. This session will cover the types of situations and purchases for which you can claim an exemption. We’ll dive into deciphering what qualifies for a resale exemption, handling exempt entities and unusual exempt uses including when a “flow-through” exemption can be claimed by someone other than the exempt entity. Learn about best practices for issuing and requesting the certificates and process management so you are more confident in managing exemptions that apply to your business activities as both a buyer and a seller.

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Save over $500 when you bundle!

Want to keep the conversations flowing throughout the webinar series? Want continued access to the expert faculty and fellow sales tax pros?

You can begin your Sales Tax Nerd Community Membership alongside your Enhanced Education Experience bundle 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 Enhanced Education Experience and the Sales Tax Nerd Community Membership today.

Buy the Bundle

Why attend the Enhanced Education Experience?

…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 from the comfort of your own office.

We created Enhanced Education Experience to help you move from a capable practitioner to a true master in sales and use tax.

The Enhanced Education Experience 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’re providing this training in a format that’s never been done before. Sales tax pros are busy, we know from experience. Now, you have the opportunity to access high-level training with convenience. During the webinars, we will encourage interactivity and allow lots of questions for our faculty.

The Enhanced Education Experience 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 our previous high-level trainings report that what they learn 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 series will help you make faster decisions, improve your accuracy, and increase your ability to offer strategic sales tax recommendations.

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 want to level up!

CPE Information:

Webinar attendees can earn 2.4 hours of CPE credit for 2 hour sessions and 3.6 hours of CPE credit for 3 hour sessions in the “Taxes” field of study for each live webinar. If all live webinars are attended, webinar attendees can earn up to 16.8 hours of CPE credit.

Prerequisites: This course requires no prerequisites or advance preparation.

Program Level: Intermediate

Delivery Method: Group Internet-Based

 

 

Additional Information about CPE

Cancellation/Complaint Policy

Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.

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