Seminar Series
The Challenge of Corporate Tax Compliance

How Global Companies are Gaining Strategic Advantage by Applying Advanced Technology to Corporate Transaction Taxes

This seminar is ideally suited for finance, business, and IT executives responsible for corporate transaction taxes. It features guest speakers from Ernst & Young, a global consulting organization helping businesses across all industries deal with a broad range of business issues; ADP Taxware, a global leader in transaction tax calculation and compliance; and Pitney Bowes Group 1 Software, a company providing the data, documents, and decisions that drive business. Attendees will receive 2.5 CPE credits for participating in this seminar.


?Sales and Use Tax Compliance: What You Don't Do Can Hurt You?
Seminar Series

Faranak Naghavi
National Director of Sales & Use Taxes
Ernst & Young LLP

Maintaining compliance with the sales and use tax laws in all 7000 U.S. taxing jurisdictions seems like a costly endeavor. However, the costs associated with noncompliance will, in the long run, make these outlays seem small. By centralizing information and automating sales and use tax compliance systems and functions, we often find that clients can reduce the time and costs of managing audits, maintaining and updating controls, and complying with new requirements such as SOX 404. The key is to do so effectively. During this session, we will cover some of the more problematic aspects of streamlining and automating your company's sales and use tax operations, and discuss some of the best practices for maintaining compliance.


"Turning Tax Compliance into a Competitive Advantage"
Seminar Series

Dylania Grant
Enterprise Solutions Group
ADP Taxware

Charles Collins
Vice President of Government Affairs
ADP Taxware

In this session, we?ll talk about turning transaction tax calculation and compliance from a potential liability into a truly competitive business advantage.

We?ll look at some of the reasons why companies change their transaction tax systems ? from dramatic growth and entrance into new markets to mergers and acquisitions or changes in their ERP systems. We?ll talk about the opportunities that present themselves at that time:

? Consolidating multiple tax systems into a single, global dashboard
? Utilizing certified tax content
? Adding international capabilities
? Taking advantage of more modern technologies
? Reducing liability and minimizing audit risk

Finally, we?ll walk step by step through the process that companies go through in order to successfully implement a new transaction tax solution, from needs analysis and custom adaptor development to integration services, installation/configuration, and project management.

You?ll leave this session with a much clearer understanding of how critical a role corporate transaction taxes play in the larger organization, and be better prepared to build the case for a modern transaction tax solution to senior management.


"Getting it Right the First Time:
Fine Tuning a Transaction Tax System"
Seminar Series

Bob Meador
Director of GeoTAX Product Management
Pitney Bowes Group 1 Software


Many of today?s transaction systems still rely on Zip Code or Zip Plus Four technology. While this may be fine for routing surface mail, it leaves a lot to be desired when it comes to correctly assigning tax jurisdictions. This session will focus on more modern, GPS-based technology that can add pinpoint accuracy to today?s transaction tax systems. Attendees will learn how the application of this technology can improve accuracy by 10%, 20% or even 30% - accuracy that translates into appreciable savings in taxes.


Seminar Venue: The Chicago Club
Seminar Series

Since its founding in 1860, The Chicago Club has been referred to as the ?Pioneer Club of the West.? It is believed The Chicago Club had its inception in 1861 in Chicago?s first business club known as the Dearborn Club and remains one of the most exclusive clubs in the city. In January of 1869 a group of prominent Chicagoans met at the Sherman House and passed a resolution appointing a committee authorized to select 100 citizens of Chicago who, upon payment of dues, would become members of a club to be known as The Chicago Club. It remains today the premier private club of the city and prides itself on its rich history and traditions. This club evokes a sense of history and is proud to offer the next chapter in its long history.

The Daniel Burnham Room, where this seminar is being held, is an exquisite room has undergone a dramatic renovation restoring it to its original 1920 elegance. The ornamental vaulted ceiling consists of a series of plaster panels with raised decorative details. Grand marble fireplaces frame the room at either end while arched windows overlook Chicago?s Michigan Ave and Grant Park.



Seminar Details
Seminar Series

WHEN: Tuesday, April 10, 8:30am - 2pm

WHERE: The Chicago Club, 81 E. Van Buren St., Chicago, IL

COST: Free

CPE: 2.5 credits

HOW TO REGISTER: Scroll down for on-line registration. Alternatively, you can call 877-TAXWARE,
extension 2681.

AGENDA
8:30-9:15am Continental Breakfast & chat with today's speakers
9:15-10:15am ?Sales and Use Tax Compliance: What You Don't Do Can Hurt You?
10:15-11:15am "Turning Tax Compliance into a Competitive Advantage"
11:15-11:30am Break
11:30-12:15pm "Getting it Right the First Time: Fine-Tuning a Transaction Tax System"
12:15-2:00pm Lunch & one-on-one time with today's speakers

DIRECTIONS
From O'Hare Intl. Airport
I-90/94 (Kennedy Expressway) into Downtown Chicago. Exit ramp to "To Western Suburbs.", Exit "Congress Parkway to Downtown." East on Congress across Michigan Avenue to first stop light. Turn left onto Congress Plaza Drive. Stay in left lane and curve back around to Michigan Avenue. Cross over Michigan Avenue onto E. Van Buren Street. The Chicago Club is on your left 1/4 block - look for the green canopy.

From Midway Airport
Follow Cicero Avenue North to I-55, I-55 East to 41 North (Lake Shore Drive). Drive past McCormick Place and Soldier Field. 41 North to Balbo Drive, turn left (West), Balbo Drive to Michigan Avenue (2 Blocks). Turn right (North) onto Michigan Avenue. Take Michigan Avenue to E. Van Buren Street (3 blocks). Turn left onto E. Van Buren Street. The Chicago Club is on your left 1/4 block - look for the green canopy.

PARKING
Cars may pull up in front of the Club for unloading. Park in the open lot on Southwest corner of E. Van Buren Street and Wabash, one block west of the Clubhouse, or park indoors at the Grant Park Garage. Garage entrance is on Michigan Avenue at E. Van Buren Street.

ON-LINE REGISTRATION IS AVAILABLE

Register for this seminar on-line



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