Build your sales & use tax practice

Compliance & Advisory:
Roadmap to Your Sales and Use Tax Practice Model

The market is demanding a sales & use tax advisor.

Build your practice to capitalize on the opportunity.

This two-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.


What Our Participants Are Saying


“I recently attended’s Sales and Use Tax workshop. It’s essentially a blueprint for how to go about building (or growing) a sales and use tax practice. This workshop catered to firms of all sizes and gave me practical knowledge, tools, and tips to bring back to my firm the very next day. I learned more in this two-day workshop than I did in three years of self-study learning, and I came back to work feeling empowered and inspired.”

Haley West, CPA | Smith Leonard PLLC

The Facilitators

Craig Cookle

CPA, Partner, Wipfli LLP

Marianne Fisher

Product Lead, SUT

Chris Gallo

State & Local Tax Director, BerganKDV


Live group instruction - 15 CPE credits for full attendance

Register for a Virtual Workshop in 2020

Our virtual workshops put facilitators and learners in a shared online space, that allows learners to earn 15 CPE credits in four online sessions. Select a workshop date to learn more:

November 17, 18, 19, and 24


Live workshops return in 2021!

Regular Price: $1,395
Early Bird Price: $1,095*
Regular Price: $2,550
Early Bird Price: $1,950*
Regular Price: $3,550
Early Bird Price: $2,750*

*Early Bird Expiration: One month prior to event (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:

For more information regarding administrative policies such as refunds, cancellations and complaints, please contact at 888-777-7077.

Program Level: Intermediate
Prerequisite: 2+ Years Tax Preparation Experience
Delivery Method: Group-Live
Field of Study: Business Management and Organization
Number of CPE credits: 15

No advanced preparation is required to participate in this workshop.


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, 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

Learning objectives:
At the end of this workshop, attendees will be able to:

Define the fundamentals of a successful SUT practice and outline potential strategies for packaging the firm’s offering.

Create the core aspects of the business plan for your practice’s SUT service.

Prepare methods for assessing client requirements and profiles that have the greatest demand for SUT advisory and compliance services.

Evaluate technology options to scale and grow your SUT services.



Day 1:

  • 8:00 AM Breakfast
  • 8:30 AM Workshop begins
  • Landscape of Sales and Use Tax​
  • Spectrum of Service Offerings
  • 45 minute lunch
  • Technology
  • Staffing
  • 5:00 PM Workshop ends

7.75 hours total

Day 2:

  • 8:00 AM Breakfast/Workshop begins (Q&A)
  • Pricing
  • Engagement Letter
  • 45 minute lunch
  • Clients
  • Firm Self-Assessment
  • Roadmap
  • 4:00 PM Workshop ends

7.25 hours total
Two-day total: 15 hours


The power of smart business

The accounting landscape is changing rapidly. In a word, Complexity, defines the single greatest challenge, and opportunity, facing CPAs. Firms are rethinking their strategies for practice management, client services and talent development. is your primary source for taking the complexity out of moving your Firm into the digital arena — enabling you to focus on growing your business with the smartest solutions in our industry.

To learn more about, please contact our team at or by calling 1.855.855.5CPA.

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