Training/CPE

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

Past Recent Training Events…

South Orange County Chapter of the California Society of Tax Consultants — November 16, 2010
San Juan Capistrano, California 
The presentation will be 2 – 50 minute sessions with a 10 minute break.  The first hour will focus on the basics of sales and use tax, and the second will deal with what states are doing to address the tax gap, as well as what companies need to do in order to deal with the challenges states are facing given today’s economic crisis.
Location:
Marie Callender’s
31791 Del Obispo Street (near the 5 freeway and Ortega Hwy exit)
San Juan Capistrano, CA 92675

Meeting Contact:
Guy Liford  949-683-6311

Presenter:
Graham Hoad, President/CEO
Sales Tax Resource Group

Please join us Tuesday, November 16th to learn more ways to recognize how your company may be vulnerable to increasing sales tax complexity and aggressive audits.

States are getting more aggressive in seeking revenue from sales tax collection, praying on businesses to fill their revenue deficits and balance budgets.

This presentation will include the following agenda:

  Sales and Use Tax Basics
  State of States
  Increased audit and sales tax collection activity
  Changing sales tax rules
  Broadening tax base
  New nexus registration requirements
  Dealing with the California State Board of Equalization from an audit, colllection and compliance standpoint.

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LA West San Gabriel/Pasadena CalCPA Discussion Group

Date: Monday, August 30, 2010
Time: 12:30pm – 1:30pm (Registration at 11:30am)
Facility: Beckham Grill Restaurant, Pasadena
Area: Pasadena
CPE Credit: 1.0 CPE (Continuing Professional Education)

The current “great recession” has cut deeply into state sales and use tax revenue. Budget shortfalls are in double digits for many states, making it difficult to balance budgets and deliver essential services. This presentation will focus on what states are facing with regard to this fiscal crisis, what options states have to increase revenues and which of these options the state of California has chosen to implement in order to combat their revenue shortfalls and how you can help your clients when dealing with sales tax.

For information, click here or email us at graham@salestaxresource.com or call us at (714) 377-2600.
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“Seven Sales and Use Tax Issues Your Clients Face” seminar for CPA and Enrolled Agent firms

CPAs and Enrolled Agents are their clients’ Trusted Tax Advisors.  Consequently, the client expects the CPA to be able to point out the pitfalls and pratfalls companies may run into regarding sales and use taxes.  We have developed a presentation specifically for CPA firms and Enrolled Agent firms who want to understand the issues their clients face.  The presentation can be provided in a Group-Live or Group-Internet-live format, and qualifies for 1.0 hour of CPE for all attendees.  Download the brochure here.

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

Sales Tax Resource Group is approved as a registered sponsor on the National Registry of CPE Sponsors. If you would like to discuss a custom tailored CPE program on sales and use taxation for your business or firm, please call us to discuss.

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Sales Tax Resource Group 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org