Wipfli Upcoming Events

Events to help grow your organization

Sales and Use Tax Update for Minnesota-Specific Issues

2/15/2018 2:00 PM - 3:00 PM (CT)

Type: Live Webinar

Industry: Financial Institutions

Service: Tax

Cost: $75

Seats Remaining: 492

Event Contact:

Name: Mary Boortz

Phone: 715.828.6677


Tired of going to general sales tax training where they discuss issues of manufacturers, contractors, or non-profits?  Join us for this webinar strictly for financial institutions hosted by Wipfli.

Brush up on your knowledge of sales and use taxes and how they affect financial institutions. This webinar will explain what a taxable sale is and when a financial institution should remit tax on purchases and will provide an overview of sales tax audits and what to expect during the process.  

We will cover:
Registration for seller’s permit vs. consumer’s use tax
Collection of sales taxes on taxable sales
o Repossessed merchandise
o Sale of business assets
o Miscellaneous service fees
Payment of sales and use taxes on purchases
o Fixed assets
Financial institution-specific purchases (vaults, drive-through system, security systems)
o Expenses
Software, data processing, and information services
Audit issues
o Statute of limitations
o Penalties
o Recurring adjustments

As time permits, the speakers will answer questions.  Otherwise, they will follow up individually after the webinar.

Who should attend? CFOs, Controllers, and Accounts Payable Personnel.

Cost is per connection. You may have multiple people from your organization join if you are in the same room.


Tara Johnson
Tara T. Johnson
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Daryl Ohland
Daryl L. Ohland, CPA, CIRM, MST
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