CPA.com Nov Sales & Use Tax Practice Model Workshop
November 16th - 23rd, 2021 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)
Tuesday, November 16 – 12:30-4:30 PM EST
The Landscape of Sales and Use Tax
The Spectrum of Sales and Use Tax Services
SESSION 2 (4 Hours)
Wednesday, November 17 – 12:30-4:30 PM EST
Building Your Practice: Technology
Building Your Practice: Staffing
Building Your Practice: Pricing
SESSION 3 (4 Hours)
Thursday, November 18 – 12:30 - 4:30 PM EST
Building Your Practice: Engagement Letters
Building Your Practice: Scope
Building Your Practice: Clients
SESSION 4 (4 Hours)
Tuesday, November 23 – 12:30-4:30 PM EST
Your SUT Roadmap
Other workshops are available.
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
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 firstname.lastname@example.org.
Registration confirmation email will be sent from Workshops@hq.cpa.com