Sales Tax Advisory Network

2025 Sales Tax Seminar | Green Bay | 10/9/2025
2025-10-09 09:30 - 11:30 UTC
2025 Sales Tax Seminar
Hosted by Temperature Systems Inc.
“Sales & Use Tax Audit: Prepare, Manage & Prevail”
“TSI, Inc., hosts Holly Hoffman, former WI Dept. of Revenue auditor, to share her experiences and resources to help you prepare for, manage, and prevail over a sales and use tax audit.”
Presentation Summary
– Audit Flags – Are you asking for an audit?
– Record Keeping – Your best weapon!
– Managing Your Audit – Defending your realm.
– Post Audit – A chance for redemption.
Cost: $50.00 Per Attendee. Sign up here!
Madison Dates: 5001 Voges Road, Madison, WI 53718
Madison | 9/25/2025 | 9:30 AM – 11:30 AM (FULL)
Madison | 9/25/2025 | 1:30 PM – 3:30 PM
Green Bay Dates: 2200 S. Ashland Avenue, Green Bay, WI 54304
Green Bay | 9/26/2025 | 9:30 AM – 11:30 AM (FULL)
Green Bay | 10/9/2025 | 9:30 AM – 11:30 AM

2025 Sales Tax Seminar | Green Bay | 9/26/2025
2025-09-26 09:30 - 11:30 UTC

2025 Sales Tax Seminar | Madison | 9/25/2025
2025-09-25 13:30 - 15:30 UTC
2025 Sales Tax Seminar
Hosted by Temperature Systems Inc.
“Sales & Use Tax Audit: Prepare, Manage & Prevail”
“TSI, Inc., hosts Holly Hoffman, former WI Dept. of Revenue auditor, to share her experiences and resources to help you prepare for, manage, and prevail over a sales and use tax audit.”
Presentation Summary
– Audit Flags – Are you asking for an audit?
– Record Keeping – Your best weapon!
– Managing Your Audit – Defending your realm.
– Post Audit – A chance for redemption.
Cost: $50.00 Per Attendee Sign Up Here!
Madison Dates: 5001 Voges Road, Madison, WI 53718
Madison | 9/25/2025 | 9:30 AM – 11:30 AM (FULL)
Madison | 9/25/2025 | 1:30 PM – 3:30 PM
Green Bay Dates: 2200 S. Ashland Avenue, Green Bay, WI 54304
Green Bay | 9/26/2025 | 9:30 AM – 11:30 AM (FULL)
Green Bay | 10/9/2025 | 9:30 AM – 11:30 AM

Business & Industry Fall Conference
2025-09-09 08:00 - 17:00 UTC
WICPA Business & Industry Conference
Sept 9, 2025. 8:00am to 4:50pm (Check-In 7:00am),
Brookfield Conference Center, 325 S Moorland Rd, Brookfield, WI 53005
The Fine Print of Access: The 2021 Digital Goods Sales Tax Shake-Up1:40–2:30 p.m.
In late 2021, the Wisconsin Department of Revenue made a quiet but significant shift in how digital goods—particularly News and Information Products—are taxed. Without legislative action or court rulings, Publication 240 was revised to focus on taxing access rather than the content itself, with far-reaching implications for information databases, even those with only historical data.
Join Holly Hoffman, founder of Sales Tax Advisory Network and former WI Dept. of Revenue auditor, as she breaks down what changed, why it matters, and how accountants can adapt to this evolving tax landscape. With 15 years of expertise, leadership roles in tax policy, and recognition from Digital Journal, CEO.com, and the Founders Future podcast, Holly brings clarity and actionable strategies to a complex topic.

Sign up and see more here!

Your Source For Key Updates & Insights on Timely Issues
Attend this year’s Business & Industry Fall Conference to hear from prominent leaders and experts about the latest updates and insights on key tax policy developments, estate planning, the accounting pronouncements update, cybersecurity, AI best practices, changes in manufacturing, staffing shortages in the CPA profession, Wisconsin’s digital goods sales tax, investment opportunities during challenging times, and more.

Navigating WI Sales & Use Tax for Manufacturers
2024-10-24 00:00 UTC
Manufacturers have the highest audit rate of all industries at 18%. Aberdeen Strategy & Research surveyed over 200 manufacturers making $100,000 to $5 million per year and found that 72% had been audited in the past 5 years.
Manufacturing sales and use tax compliance is complex – learn from a former auditor the important basics to get your company on track with confidence!

Seller’s Permit Requirements
Scope of Manufacturing
Manufacturing Exemptions
Common Audit Issues

Great information, great tools/handouts, ask questions, learn from a technical tax specialist that provided tax trainings across WI for WI Dept of Revenue’s Speaker’s Bureau!

GSHBA Hammer Down 5K - Plover
2024-04-27 09:00 - 17:00 UTC | Lucke’s, 3252 Mecca Dr, Plover, WI, 54467, United States
GSHBA Hammer Down 5K

MCDEVCO - Sales & Use Tax Workshop - Wausau
2024-03-26 18:00 - 20:00 UTC | Entrepreneurial & Education Center, 100 N 72nd Avenue, Wausau, WI, 54401, United States
This is a General Business Sales Tax Seminar. Fact: Majority of WI audit assessments and penalties result from use tax (purchases). Learn from a former auditor how use tax affects your purchases: what’s taxable, exemptions, reporting & audit tips along the way!
March 19th– WI sales tax: when to register, what’s taxable, exemptions & audit tips
March 26th– WI use tax: what’s taxable, exemptions, reporting & audit tips
Tuesdays, March 19 and 26, 2024 from 6:00-8:00PM
MCDEVCO, Inc.
Entrepreneurial & Education Center | 100 N 72nd Avenue, Wausau, WI 54401
Workshop cost is $60. (Covers both classes) Scholarships available.

MCDEVCO - Sales & Use Tax Workshop - Wausau
2024-03-19 18:00 - 20:00 UTC | Entrepreneurial & Education Center, 100 N 72nd Avenue, Wausau, WI, 54401, United States
This is a General Business Sales Tax Seminar. Sales tax is complex and can be costly. Use tax affects your purchases. Tackle the basics with a former auditor!
March 19th– WI sales tax: when to register, what’s taxable, exemptions & audit tips
March 26th– WI use tax: what’s taxable, exemptions, reporting & audit tips
Tuesdays, March 19 and 26, 2024 from 6:00-8:00PM
MCDEVCO, Inc.
Entrepreneurial & Education Center | 100 N 72nd Avenue, Wausau, WI 54401
Workshop cost is $60. (Covers both classes) Scholarships available.

SME Spree - NEW NARI Appleton
2024-02-22 17:30 - 20:30 UTC | The 10th Frame, 618 W Wisconsin Ave, Appleton, WI, 53913, United States
The best sales tax resource at the event!
Thursday, Feb. 22
5:30-8:30pm
The 10th Frame King Pin Banquet Room, 618 W. Wisconsin Ave, Appleton
Cost is $25per person. Please register by Tuesday, February 20th. Send check to NARI, 2701 Larsen Rd., Suite BA229, Green Bay, WI 54303 or call Cheryl at 920.832.9003 to pay by card over the phone. Email Cheryl Kazcmarek of NEW NARI at cheryl@newnari.org to register by February 20th.
*What’s a S.M.E. you ask?
It’s a Subject Matter Expert.
Did you know that NEW NARI has members who are Subject Matter Experts to help you achieve your business and professional success? Come and find out who they are and what they offer in a fun, relaxed “speed networking” type atmosphere themed around beloved singer/songwriter Jimmy Buffet.

Meet This Year’s S.M.E.s:
Cut in Stone
ERC Counselors & Consultants (NARI Mental Health Care Provider)
Hand to Heart First Aid & CPR Training
Jeff’s Water Conditioning/
Greenville Plumbing
Jon Hafemann, Merrill-Lynch Wealth Management
(NARI Association 401(k) Plan)
Local IQ/Gannett
Pella Windows & Doors of Wisconsin
Roots HR Consulting
Sales Tax Advisory Network
Stable Ascent
TBE Equipment
The 4 Seasons Business Bookkeeping
Weston Imaging Group Architectural Photography

LAXBX - WI Sales & Use Tax for Contractors
2024-02-21 09:00 - 11:00 UTC | La Crosse Builders Exchange, 709 Gillette St, La Crosse, WI, United States
Prevent WI sales & use tax audit risks as a contractor! Understand what’s real vs personal property and navigate charging tax vs paying tax.

WI Sales & Use Tax for Contractors
Join us for an informative session on WI Sales & Use Tax for Contractors! Either in-person or virtual, this event will take place on Wed Feb 21, 2024 at La Crosse Builders Exchange. Our expert speaker, Holly Hoffman, will provide valuable insights and practical tips to help you navigate the complexities of sales and use tax regulations. Whether you’re a seasoned business or just starting out, this event is a must-attend! Don’t miss this opportunity to enhance your knowledge and “hear it from the auditor”. See you there!

This event will be recorded & available to all attendees.
Registration discount available for LAXBX members: $10 off use codes “invoiceme” or “LAXBX”
Registration discount available for LABA members: $5 off use code “LABA”
Note: Blue on map is “in-person”, Yellow on map is “virtual”

Mid-State Supply Continuing Education 2024 - Green Bay
2024-02-08 07:00 - 15:30 UTC | Tundra Lodge, 865 Lombardi Ave, Green Bay, WI, 54304, United States
While you are learn the best technology and tips in your trade, take the opportunity to bring our information back to the office as a sales tax resource! AVOID sales tax audit, get our Sales Tax Audit Protection Plan and save $$$/stress/time- do your sales tax with confidence. Under audit? Contact us IMMEDIATELY to get proper sales tax relief. Holly is a former auditor and contractor sales tax expert for the WI Dept of Revenue.
The best sales tax resource at the event!

Mid-State Supply Continuing Education 2024 - Wautoma
2024-02-07 07:00 - 15:30 UTC | World War II Memorial Bldg, 440 W Main St, Wautoma, United States

Mid-State Supply Continuing Education 2024 - FDL
2024-02-06 07:00 - 15:30 UTC | Radisson Hotel & Conference Ctr, 625 W Rolling Meadows Drive, Fond Du Lac, WI, United States

1901 Inc. Contractor Tax Seminar & Networking
2023-10-11 08:30 - 13:00 UTC | 1901 Inc., 2801 Syene Road, Madison, WI, 53713, United States
Join Sales Tax Advisory Network & 1901, Inc for a morning of sales tax training by a former WI Dept of Revenue auditor and contractor tax law expert. Speaker, Holly Hoffman, will review RE vs PP property, building materials exemption, and exemption certificates in audit. Holly will be answering your questions throughout the presentation and chatting with you individually during the networking session to follow.
Email to register free: holly@salestaxlady.com
Stay for lunch and networking to follow seminar!

Host training for your organization or company – contact Holly for more information.

Sales Tax Happy Hour | Champions Bar & Grill | Oct 25, 2022
2022-10-25 15:00 - 17:00 UTC
• Connect w/ GC’s & Subcontractors on Projects!
• Connect w/ WI Campground Owners on Projects!
• Connect w/ former auditor for free sales tax advice!
• Save the date, more info to come! Register to receive newsletters at salestaxlady.com for updates!
Wednesday, September 7
3-5pm
Bullheads Bar & Grill
Rivers Edge Campground
3368 Campsite Dr
Stevens Point, WI 54482
Tuesday, September 13
3-5pm
Pineland Camping Park
916 State Hwy 13
Big Flats, WI 54613
Tuesday, October 4
3-5pm
Scales N’ Tales Bar & Grill
Pride of America Camping Resort
W7520 West Bush Rd
Pardeeville, WI 53954
Tuesday, October 25
3-5pm
Champions Bar & Grill
Champions Riverside Resort
W16751 Pow Wow Ln
Galesville, WI 54630

Sales Tax Happy Hour | Scales N’ Tales Bar & Grill | Oct 4, 2022
2022-10-04 15:00 - 17:00 UTC

Sales Tax Happy Hour | Pineland Camping Park | Sept 13, 2022
2022-09-13 15:00 - 17:00 UTC

Sales Tax Happy Hour | Bullheads Bar & Grill | Sept 7, 2022
2022-09-07 15:00 - 17:00 UTC

The Connect Show with Jon and Tracy
2022-08-16 10:00 - 11:00 UTC
The Connect Show with Jon and Tracy ~ “It’s like Good Morning America but for Small Business Owners”. The show airs live weekly at Expansive and on YouTube, Facebook, and Zoom. Expect interviews, small business updates, networking opportunities, and giveaways.
The Connect Show is recorded and available on YouTube, Facebook and all Podcast Channels.
Holly Hoffman – guest Episode https://theconnectshow.com/event/aug-16-2022/

Sales Tax Happy Hour w/ Holly Are Kicking Off April 20th in Stevens Point!
2022-04-20 18:00 - 20:00 UTC | Bullheads Bar & Grill, 3368 Campsite Dr, Stevens Point, United States
Wednesday, April 20th
6-8 PM
Bullheads Bar & Grill
3368 Campsite Dr, Stevens Point

Mark your calendar AND SPREAD THE WORD to join me for hors d’oeuvres at the popular Bullheads Bar & Grill (part of Rivers Edge Campground) in Stevens Point. I will be available should you have any questions about contractor sales tax issues (or any other sticky sales tax situations) – but in no way will attendees be required to discuss tax topics! Each happy hour I host will have various guests in attendance depending on schedules and locations.

For future dates and locations check the website at contractorsalestaxconference.com/happy-hour-events
About Holly Hoffman: Holly provides WI businesses with sales tax education, audit insurance, and advisory services as the owner of the Sales Tax Advisory Network. Prior to starting her consulting business, Holly worked for the WI Dept of Revenue as an auditor and head of the WI Dept of Revenue’s Speaker’s Bureau. Holly has a Bachelor’s and a Masters’s in Accounting.

10 on Tuesdays | February 8th, 2022
2022-02-08 10:00 - 10:30 UTC | online
Join at 10 on Tuesdays to learn sales/use tax tips related to contractor services from a former WI Auditor. Whether you hire contractors, are a contractor, or your customers are contractors — you need to know the sales/use tax treatment because you can be audited by the state! Counting down to the Midwest Contractor Sales Tax Conference Feb 15-16 (in-person or online) more information at: https://contractorsalestaxconference.com

10 on Tuesdays | February 1st, 2022
2022-02-01 10:00 - 10:30 UTC | online

10 on Tuesdays | January 25th, 2022
2022-01-25 10:00 - 10:30 UTC | online

10 on Tuesdays | January 18th, 2022
2022-01-18 10:00 - 10:30 UTC | online

10 on Tuesdays | January 11th, 2022 |
2022-01-11 10:00 - 10:30 UTC | online

Sales & Use Tax: Contractor/Fabricator
2021-08-10 10:00 - 11:00 UTC
August 10, 2021
10AM – 11AM
Webinar – $49/person

WI Contractors/Fabricators often confuse the requirements for sales tax exemptions with income tax credits which results in missing opportunities to purchase equipment exempt from sales tax. Have you paid hundreds or thousands in sales tax on equipment that qualifies for exemption? Find out in this webinar.
Learn about the sales/use tax manufacturing machine & equipment exemption for WI contractors and fabricators.

Who qualifies for the manufacturing & equipment exemption
Difference between M&A Credit and Manufacturing Sales Tax Exemptions
How to obtain a refund of sales tax paid on qualifying equipment

Get Tickets Here: https://www.eventbrite.com/e/sales-use-tax-contractorfabricator-tickets-162816435341

CreditScape THE premier conference for Credit Professionals
2021-04-28 08:00 - 2021-04-30 17:00 (America/Chicago)
Virtual Event

As all of you know 2020 has held many obstacles and taken away many celebrated events. Due to the safety and health concerns, CMA decided to postpone CreditScape to 2021 in hopes that the new year would provide more freedom from COVID restrictions, along with the ability to have CreditScape in person in Las Vegas. Unfortunately, not enough progress has happened in fighting against the pandemic and we are still faced with restrictions on multiple fronts.
Due to this, CMA has decided to go live with CreditScape from Las Vegas…Virtually! We have found an amazing virtual platform that will allow us to make CreditScape more interactive, informational, and impactful than ever before.

About The Event

CreditScape is a unique opportunity where attendees can interact with other credit professionals through peer to peer networking, experiencing expert panelists, and learning from other credit practitioners of many different levels.
While CreditScape features subject-matter experts sharing their experiences with credit practitioners, much of the learning at CreditScape will come from practitioners sharing real-world experiences with each other through workshop-style settings.

WHERE

Virtual platform

WHEN

Wednesday – Friday
April 28-30, 2021

Portage County Business Council’s Sales Net meeting
2021-04-15 11:45 - 13:00 UTC
The meeting is 11:45am-1pm. Members Only : https://portagecountybiz.com/

MCDEVCO GEARS Certificate Program
2021-04-13 19:00 - 20:00 UTC | MCDEVCO office, Wausau
MCDEVCO GEARS Certificate Program – sales tax training for entrepreneurs (link to MCDEVCO GEARS program http://mcdevco.org/entrepreneur-education/)
13th – 7-8pm MCDEVCO office, Wausau

Build, Remodel & Landscape Show
2021-04-09 08:00 - 2021-04-11 17:00 UTC | Monona Terrace Convention Ctr, Madison, United States
Check out the Tax Advisory Network’s booth at the Build, Remodel & Landscape Show
9th-11th – Monona Terrace Convention Ctr, Madison
