Self-Study CPE

Offered Courses:

Part 1: 7 Pillars of a Successful sales tax strategy

• The program content and knowledge level is basic and requires no prerequisites. After completing this course, participants should be able to:

  • Define key terms related to nexus, taxability, rates, and use tax

  • Recall fundamental taxability concepts

  • Recognize basic use tax concepts

  • Identify the ten common nexus-creating activities

  • Determine which state’s rate to utilize when calculating sales tax

Part 2: 7 pIllars of a successful sales tax strategy

• The program content and knowledge level is basic and requires no prerequisites. After completing this course, participants should be able to:

  • Define key terms related to certificates, returns, registrations, and audits.

  • Identify the ten most difficult states for Drop Shipping

  • Recall the different ways to register

  • Recognize potential red flags that can increase the chance of an audit.

  • Determine the initial steps to take when notified of an audit and the audit best practices. 

Remote sellers sales tax update

• The program content and knowledge level is basic and requires no prerequisites. After completing this course, participants should be able to:

  • Define key terms related to economic nexus and physical nexus. 

  • Determine which activities of third parties can create nexus. 

  • Identify the most aggressive states. 

  • Recognize that different states have different economic thresholds. 

  • Recall relevant court cases. 

Sales Tax vs. Income Tax

• The program content and knowledge level is basic and requires no prerequisites. After completing this course, participants should be able to:

  • Define key terms related to sales tax nexus and income tax nexus.

  • Determine which activities of third parties can create nexus.

  • Identify the most aggressive states.

  • Recognize that different states have different economic thresholds.

  • Recall relevant court cases.