Sales & Use Tax Practice Model Workshop Q4 2022
November 10, 2022 - February 1, 2023
Roadmap to Your Firm's Sales and 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. Drive your firm's strategy to capitalize on the opportunity. As businesses struggle to keep pace with the time-consuming demands of changing sales and use tax obligations, there is an urgent need for firms to provide trusted guidance in this complex area. Many CPA firms are seizing the opportunity to expand their trusted advisor role through sales and use tax advisory and compliance services. But what does it take to provide clients with valuable services in a way that is profitable for your firm and doesn’t require an overinvestment in resources? Join our interactive, multi-day workshop to learn exactly what it takes for your firm to reach its sales and use tax potential. 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 “Sales and Use Tax Champion” is an essential to staffing development • Learn how to price for the value of the services you offer • Review the elements of the sales and use tax engagement letter • Identify the services that clients need, and learn to position your services to clients Who Should Attend Firm leaders and staff from accounting firms or outsourcing firms who are looking to launch, expand, and scale their sales and use tax service offering. Attendees should gain support from their firm to commit to building a sales and use tax service line. * Must attend minimum of 50 minutes of each session to be eligible for CPE credit.
Multi-Day Agenda
SESSION 1 (2 Hours)
Thursday, November 10 – 1:00 - 3:00 PM EST
The Landscape of Sales and Use Tax
Goal Setting
SESSION 3 (2 Hours)
Thursday, November 17 – 1:00 - 3:00 PM ET
The Spectrum of Sales and Use Tax Services
SESSION 2 (2 Hours)
Tuesday, November 15 – 1:00 - 3:00 pm ET
4 Fundamentals
SESSION 4 (3 Hours)
Tuesday, December 1 – 1:00 - 4:00 PM ET
Building Your Practice Part 1:
Technology
Staffing
SESSION 5 (3 Hours)
Monday, December 12 – 1:00 - 4:00 PM EST
Building Your Practice Part 2:
Pricing
Engagement Letters
Clients
SESSION 7 (1 Hour)
Wednesday, February 1 – 2:00 - 3:00 PM ET
Final Review
Follow-up
SESSION 6 (2 Hours)
Thursday, January 12 – 1:00 - 3:00 PM EST
Firm Self-Assessment
Roadmap to Launching the Service Line
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.
* Must attend minimum of 50 minutes of each session to be eligible for CPE credit.
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 28 days prior to the start of a workshop scheduled in our virtual classroom. 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 15 days prior to the start of the virtual workshop if transfer to another workshop within six months is not possible. No refunds or credits will be issued on cancellation requests received less than 15 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.