ENG26LL02. Unlocking the Sales Tax Opportunity: How Client Advisory Services (CAS) Firms Can Scale Advisory with AI-Powered Compliance (IN PERSON ONLY)

Constant shifts in sales tax create a major opportunity for client advisory services (CAS) firms to expand their advisory role, grow revenue, and deepen client relationships. In this lunch-and-learn session, attendees will explore how firms can turn that complexity into a scalable service offering using modern, AI-powered tools.

Learn how to identify client exposure, streamline multi-state compliance, and deliver high-impact advisory services — without adding headcount. You’ll also gain insight into how automation is reshaping client expectations and opening new paths for growth in both CAS and state and local taxes (SALT) services.

Learning Objectives:

• Identify key sales tax compliance and advisory opportunities within client advisory services (CAS) service models.
• Recognize how AI-powered automation can improve efficiency and scalability in multi-state sales tax workflows.
• Recognize strategies for integrating sales tax services into existing CAS offerings to drive new revenue streams.