Drive your firm's sales and use tax strategy Practice Development

Sales and Use Tax Workshop:
Roadmap to Your Firm's Practice Model

The market is demanding a sales & use tax advisor.

Build your practice 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.


What Our Participants Are Saying


“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

Keela Ross

SALT Director, Wipfli LLP

Jeremiah LaRue

Product Lead – Tax,

Diane Yetter

President & Founder, YETTER Tax and Sales Tax Institute

Mo Huda

Senior Manager, Moss Adams


Live group instruction - 15 CPE credits for full attendance

Register for our Next Workshop

This workshop will take place over six sessions, on the following dates and times:

Date Time
June 13 1:00 – 5:00 pm ET
June 16 10:00 am – 12:00 pm ET
June 21 1:00 – 4:00 pm ET
June 26 1:00 – 4:00 pm ET
June 29 2:00 – 4:00 pm ET
July 18 2:00 – 3:00 pm ET
$ icon
$1,395 per person (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 28 days prior to the start of a workshop scheduled in our virtual classroom. 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 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

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

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

Create the core aspects of the business plan for your practice’s sales and use tax service.

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

Evaluate technology options to scale and grow your sales and use tax services.



  • Landscape of Sales and Use Tax
  • Spectrum of Service Offerings
  • Technology
  • Staffing
  • Pricing
  • Engagement Letter
  • Clients
  • Firm Self-Assessment
  • Roadmap

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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