Monday September 29th (11:30 am - 12:30 pm): Legal 1 - Compliance/Pre-Audit

Speaker: Brent Beissel

This session focuses on proactive strategies to mitigate risks before they arise during the audit or appeal process. The speakers will discuss best practices and tips for taking a sales tax position, self-auditing and documenting tax positions, managing pre-audit inquiries, and audit notices, and exploring proactive compliance tools, such as pursuing a private letter ruling (PLR), voluntary disclosure agreements (VDAs), and regulatory/legislative fixes.

(1/4) This session is part of a four-part series discussing the evolution of a sales tax position from taking the position, through audit, and administrative and/or judicial appeals.

Tuesday September 30th, 2025 (11:15 am - 12:15 pm): Top 5 Court Cases

Speaker: David Dorner

This session provides a nationwide survey of significant judicial developments in sales and use tax over the past year. Attendees will explore key court decisions across a variety of industries, with a focus on identifying emerging legal trends and understanding their implications. The session will also examine which issues are gaining traction in litigation and how recent rulings may affect business practices and compliance strategies moving forward.