By submitting purchase and attendee forms, you are agreeing to join the Sales Tax Institute’s mailing list. Click here to view our privacy policy.
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.
Dive into the details about each live webinar below:
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.
Webinar Topic |
Date |
Faculty |
CPE Credits |
Description |
New and Old Ways to Tax Digital Products |
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 |
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 |
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 |
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. |
…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.
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
Questions about the registration or webinar process, or need help troubleshooting? Visit the Live Webinar FAQ page to get answers.
Custom sales and use tax trainings are available for those needing a specialized program.