• No notifications yet.
  • Edit Profile
  • Settings
  • Invite Friends
  • Sign Out
logo image
  • logo image
Registered User? Login
Forgot Password?
Sign Up
loader image
New User? Sign Up
Forgot Password?
Login
loader image

    CPA.com Sales & Use Tax Practice Model Workshop MAY 2020

    May 27th - June 2nd, 2020
    Compliance & Advisory:

    Roadmap to Your Sales & Use Tax Practice Model

    An immersive virtual workshop for CPA firms looking to build or expand a sales and use tax service.

    The market is demanding a sales & use tax advisor. Build your practice to capitalize on the opportunity. This four-day interactive workshop will help attendees understand the spectrum of sales and use tax services and select the service offerings they want to offer in their new or expanded SUT service line. Learn from experienced facilitators, engage in discussions with peers, participate in activities, and engage in deep reflection while you create a roadmap for pricing, staffing, selecting clients and positioning the services to generate revenue in this high-demand tax area. What You’ll Learn: • Understand the landscape of sales and use tax and the reasons that the demand is now so high • Identify your starting point on the spectrum of service offerings • Know why technology is key to your service line success, and learn when you need more than one software solution • Find out why a “SUT Champion” is an essential to staffing development • Learn how to price for the value of the services you offer • Review the elements of the SUT engagement letter • Identify the services that clients need, and learn to position your services to clients Who Should Attend CPA leaders and CPA staff from accounting firms who are looking to expand their service offering or are providing limited sales and use tax services, looking to commit to build out or launch a dedicated sales and use tax service line.

    Your 4-Day Agenda

    SESSION 1 (4 Hours)

    Wednesday, May 27 – 12:30-4:30 PM EST  

    The Landscape of Sales and Use Tax 

    Goal Setting 

    The Spectrum of Sales and Use Tax Services

    SESSION 2 (4 Hours)

    Thursday, May 28 – 12:30-4:30 PM EST

    Building Your Practice: Technology

    Building Your Practice: Staffing

    Building Your Practice: Pricing

    SESSION 3 (4 Hours)

    Friday, May 29 – 12:30 - 4:30 PM EST

    Building Your Practice: Engagement Letters

    Building Your Practice: Scope

    Building Your Practice: Clients

    SESSION 4 (3 Hours)

    Tuesday, June 2 – 1:30-4:30 PM EST

    Firm Self-Assessment

    Your SUT Roadmap


    Other workshops are available.

    CPE Credit

    Prerequisite: None

    Advanced Preparation: None

    Field of Study: Business Management and Organization

    Number of CPE credits: 15

    Program Level: Basic

    Delivery Method: Group-Live Internet Based Workshop

    Opportunities for pre-workshop learning will be sent in advance with your workshop materials. No advanced preparation is required to participate in this workshop.


    CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

    CANCELLATION POLICY

    You may cancel without penalty if written cancellation requests are received up to and including 45 days prior to the start of the workshop. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event. For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact workshops@hq.cpa.com.

    Pricing & Registration

    Our Facilitators

    image placeholder
    CC
    Craig Cookle
    SALT Practice Leader - Partner
    Wipfli, LLP
    image placeholder
    DY
    Diane Yetter
    President
    Yetter Tax
    image placeholder
    JM
    Jeremy Migliara
    CPA
    ElliottDavis
    image placeholder
    MF
    Marianne Fisher
    Product Lead - SUT
    CPA.com
    image placeholder
    MW
    Matt West
    staff
    CPA.com
Looking for your ticket?
Looking for your ticket?