Join Stacey Roberts as she teaches sessions on local tax and industry updates at this year’s Advanced Workshop for the Sales Tax Institute.

Two Sessions

Local Taxes and Registrations – Home Rule, State Administered and Business Licenses

February 28, 2024

Industry Updates

March 1, 2024

Sales Tax Institute Advanced Sales and Use Tax Workshop

February 28 – March 1, 2024 | 23 CPE credits | New Orleans, LA

Local taxes and registrations – Home Rule, State Administered and Business Licenses

Home rule jurisdictions are notorious for causing headaches for businesses trying to comply with their rules. They can have their own procedures and often have different exemptions, nexus rules, tax bases, and required forms than those at the state level. But there are also challenges in complying with state administered local taxes (Are you listening Colorado and Missouri?!). In this session, you’ll learn about the nuances of these local taxes as well as those pesky fees that might be disguised as taxes. Which of these could apply to your business – amusement tax, meals tax, bag fees, hazard fees, retail delivery fees and more! And we can’t forget about local business licenses! Learn what’s happening locally with differences between tangible and digital products as well services. This session will help you mitigate the local tax headaches by equipping you with the knowledge you may be missing about these pesky authorities so you can stay compliant.

Industry Update Sessions

Industry update sessions are 1 hour in length and share the latest legislative developments and state-specific sales tax updates relevant to the industry. We select industries covered based on who is in attendance for the workshop. Potential Industries to be covered include: Manufacturing, Retail/Wholesale, Hi-Tech, Leasing, Professional Services, Construction, Heath Care, Utilities, Telecommunications, and Hospitality.


Advanced Sales and Use Tax is an interactive sales tax workshop designed for sales tax specialists in corporate or consulting environments. The workshop is designed for individuals who have four or more years of experience in sales and use tax.


Stacey Roberts, CPA, is State and Local Tax Director at TaxOps in Denver. She works closely with business clients managing all compliance issues related to state income/franchise and sales and use tax for flow through entities and C corporations across various industries; identifying planning opportunities and state and local credits and incentives; and mitigating state and local tax controversy issues with auditors and taxing jurisdictions. Her 25 years of experience in state and local tax also includes three of the Big Four accounting firms and a Fortune 500 company. She is a member of the Colorado Legislative Tax Policy Task Force through 2026 and a frequent speaker and author on SALT issues including the Journal of State Taxation, Strafford Publishing, and more.

About TaxOps

We solve tax problems with practical answers that make business sense in all jurisdictions and industries. By hiring our Big Four-veteran leaders and experienced professionals, you get a team of tax strategists on your side—and in your corner—supporting your strategy wherever business takes you. Find out more about how TaxOps is shaping the future of tax specialty services in federal, international, state and local and minimization solutions at

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