Charles Collins
Vice President of Government Affairs
ADP Taxware

In this session, Charles will talk about the presssing challenges of tax compliance in today's environment. He will discuss how business can turn transaction tax calculation and compliance from a potential liability into a business advantage. Charles will 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. He'll talk about the opportunities that present themselves at that time:

· Consolidating multiple tax systems
· Utilizing certified tax systems and content
· Adding international capabilities
· Taking advantage of more modern technologies
· Reducing liability and minimizing audit risk

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

Sean Evans
Sr. Tax Mgr.-Tax Advisory Service & Training
DuCharme, McMillen & Associates (DMA)

This session will explore the differences between the various types of exemption certificates used today and how to maintain them accurately as required by each state. In addition, it will cover the use of the newly issued SSTP multi-jurisdiction certificate. We will also have a state-by-state breakdown on the correct use of exemption certificates as they relate to drop-shipments. Whether your company uses a more manual system or your exemption management is automated, you will walk away with strategies and tactics to resolve any exemption certificate dilemma.

Bob Bortnick
Director of Tax, Sales and Use Tax Services
ADP Tax Credit Services

Sales and Use tax regulations are getting more complicated every day. Effective tax compliance is crucial to ensuring that the regulations are adhered to in each state in which a company files returns. The review of internal controls and proper training is essential to ensure that exposure is kept to a minimum and companies don't have to pay large penalties and interest in the event of an audit. A key element in ensuring that a company is in full compliance is to conduct periodic sales and use tax reverse audits performed either internally or by third parties. In this session, we will discuss how reverse audits may identify refundable overpayments of tax on purchases of goods and services that are exempt by law. We will also talk about how reverse audits may uncover exposure relevant to taxes that should have been paid on the purchase of taxable goods and services.

Michael Figueroa
Senior Vice President, Tax Governance & Technology
Countrywide

Kimberly Lebid
Vice President, Transaction Taxes
Countrywide

Michael and Kimberly will share the successes and challenges Countrywide has experienced since implementing an automated tax system. They will also discuss plans for future enhancements to the procure- to-pay lifecycle, streamlining the current hardware/software environment, refining the document retrieval process for audits, and the impact these changes will have on compliance.

The Interlachen Country Club enjoys a fine and proud heritage that dates back to 1909. The magnificent Tudor style Clubhouse reflects the grandeur of the past while the golf course was rated by a top golf publication in 1985 in the top 50 golf courses in the country. 1930 was the memorable year in which Robert T. Jones Jr. completed his "grand slam" of golf and won the U.S. National Open at Interlachen with a score of 287. In 1960 Robert Trent Jones, now considered one of the foremost golf architects in the country, was retained to make a complete survey and recommendation for certain modifications to Interlachen's already famous golf course. Interlachen Country Club will proudly host the 2008 U.S. Women's Open.

CPE credits earned: 3.5
Advanced Preparation: None
Instructional Method: Group-Live
Prerequisites: None
Level of Knowledge: Basic
For more information and to register, contact marketing@taxware.com.