Sales Tax: Managing Compliance Beyond Technology

Have you or a client recently automated your sales tax processes? Do you think you are done thinking about sales tax? Unfortunately, the work isn’t over. Come hear tax experts Diane Yetter and Chris Vignone share important factors to keep in mind so you get the most out of your investment.

Since the monumental Wayfair v. South Dakota Supreme Court case, multi-state sales and use tax rules have become increasingly complicated. While some states were slow to adopt regulations and guidance on the matter, others have been swift to enforce them – causing some businesses to face costly consequences.

These developments have prompted tax professionals to address sales tax liabilities for their business or clients, often leveraging technology to accomplish their goals.

Has your company made a sizable investment in a sales tax tool? Wondering what to do next? You certainly don’t want to implement and forget!

To support you and your colleagues, we'll share how to make the most of your software investment with holistic sales tax strategies.

What You'll Learn

If your business or client has recently implemented a sales tax automation tool, here’s what you’ll learn:

Best practices to monitor your nexus liabilities post-implementation
Methods to keep up with taxability changes or updates due to day-to-day business changes – including product taxability coding and customer/vendor certificate management
How to leverage your tool to help support data requests for an audit or financial reporting

Plus, bring your questions for the live Q&A portion at the end of the session.

Who Should Attend

CPAs, CFOs, VPs of Finance, Tax Directors, Controllers, Corporate Accountants

Chris Vignone

CEO and Managing Director, PMBA

An acclaimed State & Local Tax specialist and thought leader, Chris is well known for his success in identifying multi-million dollar tax-saving opportunities for Fortune 1000 companies and implementing operational changes for long-term business efficiency. With more than 25 years of experience, he carries a wealth of knowledge in SALT and income audit defense and refund claims, VDAs for state & local taxes and unclaimed property, state & local credits and incentives, and tax technology consulting.

Chris’s industry specialties include retail, telecommunications, bankruptcy, and turnarounds. He is a frequent lecturer at business and academic forums and an active member of industry trade associations such as AICPA and TEI.

Chris holds a B.B.A. and M.B.A. from Pace University’s Lubin School of Business with a concentration in public accounting.

Diane Yetter

Founder and President, The Sales Tax Institute

Diane L. Yetter is the “Sales Tax Nerd®” as well as a strategist, advisor, speaker, and author in the field of sales and use tax. She is president of YETTER Tax, a sales tax consulting and tax technology firm. She is also the founder of the Sales Tax Institute, which offers live and online courses to educate business professionals about sales and use tax.

Diane works with clients of all sizes in a myriad of industries to deliver sales tax services ranging from tax technology to tax policy and planning to training. She also regularly partners with other advisors to help them serve their clients. Prior to founding the company in 1996, Diane was a tax professional for Arthur Andersen, Quaker Oats, and the Kansas Department of Revenue.

Diane is a member of many tax organizations and a frequent speaker at industry groups concerning sales and use tax issues. Notably, Diane was named in Accounting Today’s 100 Most Influential People in Accounting six times between 2011 and 2020.

Diane earned a BS in accounting and business administration from the University of Kansas and an MS in taxation from DePaul University.

Additional Information

Participants may earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: None
Who should attend: CPAs, CFOs, Tax Directors, Controllers, Corporate Accountants
Advanced Preparation: None
Program Level: Beginner / Basic
Delivery Method: Group Internet Based
In order to be awarded the full credit hour, you must be present and answer at least 3 of the 4 polling questions.

PMBA LLC 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 website: www.nasbaregistry.org.