Training & Presentations

We provide training sessions and seminars covering a wide variety of sales and use tax topics.

Past Presentation Audiences…

Lorman Education Services
National Society of Enrolled Agents
California Society of CPA’s
California Society of Enrolled Agents
California Society of Tax Consultants


*  Sales and Use Tax: A Beginner’s Basics Course
*  Advanced Sales & Use Tax in California
*  Sales Tax Issues, Challenges, Updates and Issues
*  How to Protect Your Business from Aggressive Sales Tax Audits
*  Seven Sales Tax Issues Your Clients Face


*  State of the States
*  Nexus
*  Taxability of Transactions
*  Managing Exemptions
*  Managing Exposure Through VDA’s
*  Audits & Representation

Individualized Courses…

Experiencing high turnover in your sales tax department? We offer training seminars for groups and departments on all sales tax topics from nexus, to documenting exempt sales, to accruing and reporting use tax, to legislative updates. You choose the topic and length of presentation. Groups can be small or large.

Key Benefits

* Common Understanding Between Departments and Individuals
* Reduced Sales and Use Tax Audit Exposure
* Flattens “Learning Curve” Associated with High Turnover