Session Schedule

Tuesday

2:00 - 3:00 PM EST   Back to Top

GENERAL SESSION 
Market Insights: Corporate Indirect Market

James Paterson VP & GM, Corporate Indirect

Wednesday

11:00 - 11:50 AM EST   Back to Top

SALES & USE TAX
COVID-19 and the Impact to the Retail Industry 

In this discussion, Wolters Kluwer retail solution leader Joe Rebman will share how COVID-19 morphed the retail business model overnight and what that means for sales tax audit exposure. Joe will also share a proven approach for tax compliance automation and reporting to mitigate that audit risk.

• Speakers: Joe Rebman
• Track: Sales & Use Tax
• CPE Field of Study: Not CPE eligible
• Program Level: Intermediate
• Prerequisites: Familiarity with the sales tax audit process
• Who Should Attend: All Levels
• Advanced Preparation: None

Wednesday

12:00 - 12:50 PM EST   Back to Top

SALES & USE TAX
Sales Tax Automation Technology: Maintaining Sales Tax Compliance With an End-to-End Platform

As indirect tax technology has advanced over the past decade, many taxpayers find that they are now working with multiple solutions across different vendors to solve their indirect tax challenges; however, with the advent of software as a service solutions interlocking all aspects of the compliance process into one platform, the use of multiple solutions is no longer necessary. In this session, discover how you can consolidate your solutions into one platform to better meet your business needs. Join us as we explore the concept of tax technology automation and how a single-sourced solution addresses business risk in a more holistic manner.   

• Speakers: Cory Barwick and Nikki Cribbs
• Track: Sales & Use Tax
• CPE Field of Study: Not CPE Eligibile
• Program Level: Basic
• Prerequisites: None
• Who Should Attend: All Levels
• Advanced Preparation: None

Wednesday

2:00 - 2:50 PM EST   Back to Top

SALES & USE TAX
The Process and Technology of Building and Optimizing a Sales and Use Tax Practice 

As a worldwide leader in tax research, software and services, Wolters Kluwer provides professional-grade solutions to demanding markets. Our sales tax platform, CCH® SureTax® covers the entire sales tax workflow for transactions around the world, all with a focus on audit defense. In this session, Ed Jantz, Cory Barwick, and Kristine Eberhart from Wolters Kluwer will provide an overview of our new CPA partner program and how you can leverage CCH® SureTax® to complement your customer’s operations with automated or managed service reporting solutions. Discover how Wolters Kluwer’s end-to-end approach to sales tax compliance can help you grow business!

• Speakers: Edward Jantz, Cory Barwick and Kristine Eberhart
• Track: Sales & Use Tax 
• CPE Field of Study: Taxes
• Program Level: Basic
• Prerequisites: None
• Who Should Attend: All Levels
• Advanced Preparation: None

Wednesday

4:00 - 4:50 PM EST   Back to Top

SALES & USE TAX
The Wayfair Case Hits the Terrible Twos: What to Know About Sales Tax Compliance in 2020 

Learn how the perfect storm of Wayfair, the resulting economic nexus standard, and a global pandemic are putting businesses at an unprecedented level of risk for sales tax audits. After you’re good and scared, sales tax expert Mark Friedlich, Esq., CPA, and tax compliance automation professional Edward Jantz, both of Wolters Kluwer, will show you a proven approach to audit readiness.

• Speakers: Mark Friedlich and Edward Jantz
• Track: Sales and Use Tax 
• CPE Field of Study: Computer Software & Applications
• Program Level: Update
• Prerequisites: General understanding of sales tax compliance and the Wayfair Act
• Who Should Attend: All Levels
• Advanced Preparation: None

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