Program Information
Managing tax compliance across jurisdictions has never been more complex. As regulatory requirements evolve, reporting obligations expand, and internal resources remain constrained, many organizations are finding that compliance challenges are no longer driven by intent—but by gaps in coverage, coordination, and execution.
DMA’s 2026 Tax Compliance Forum is a two-day virtual event designed for finance and tax leaders responsible for delivering consistent, accurate compliance across property tax, sales and use tax, credits & incentives, and unclaimed property. This forum focuses on the operational realities of compliance—providing practical strategies to help organizations reduce risk, improve efficiency, and build sustainable compliance frameworks that scale with growth.
Across four focused sessions, DMA Compliance Center of Excellence experts will share insights from their work supporting complex, multi-state organizations and highlight how leading companies are strengthening compliance through better processes, integrated workflows, and specialized expertise.
Who Should Attend
This event is designed for finance and tax professionals responsible for managing compliance across complex, multi-state operations—particularly those working within lean teams and navigating increasing regulatory demands.
Attendees will benefit most if they are involved in overseeing, executing, or supporting compliance across property tax, sales and use tax, credits & incentives, or unclaimed property. Practitioners, service providers, and representatives from state, provincial, and local tax agencies may attend by invitation only.
Learning Objectives
By attending this forum, participants will:
- Identify common compliance gaps across property tax, transaction tax, credits & incentives, and unclaimed property
- Understand how regulatory changes and jurisdictional complexity impact multi-state compliance obligations
- Learn practical strategies to improve accuracy, consistency, and timeliness of filings and reporting
- Explore approaches to managing compliance with limited internal resources, including co-sourcing and workflow optimization
- Gain insight into building repeatable, scalable compliance processes across departments and systems
- Strengthen audit readiness through better documentation, coordination, and execution
- Evaluate tools and frameworks that enhance visibility, control, and overall compliance performance
Session Highlights
Unclaimed Property Compliance: Practical Strategies for Multi-State Execution
August 5, 2026 @ 1 pm ET
Unclaimed property compliance is a universal obligation—but managing multi-state dormancy rules, due diligence requirements, and reporting deadlines can quickly become complex. In this session, our experts will walk through the fundamentals of maintaining a compliant program and share practical strategies for managing obligations across jurisdictions. The session will also feature a demonstration of DMA’s AUPTC unclaimed property software, designed to simplify workflows and streamline reporting.
Don’t Win It and Lose It: Managing Incentive Compliance Risk
August 5, 2026 @ 3 pm ET
Most companies focus on winning incentives, but the real risk lies in keeping them. In this session, DMA’s Credits & Incentives team will break down where compliance fails across data, processes, and agreements, and how those gaps lead to lost value, clawbacks, and audit exposure. Learn what best-in-class organizations do differently and leave this session equipped with a practical framework to protect and maximize your incentive portfolio.
Beyond Filing: Building a Smarter Sales & Use Tax Framework
August 6, 2026 @ 1 pm ET
This session will examine how sales and use tax compliance programs are evolving beyond traditional return preparation and filing. In addition to core monthly compliance activities, our discussion will explore the broader processes that support accurate and efficient execution, including data validation, variance review, notice management, audit support, and reporting. Presenters will discuss current compliance trends, recent and upcoming filing changes across jurisdictions, and how organizations are building more coordinated compliance frameworks that combine services, technology, and analytics. The session will also highlight how integrated tools and flexible service models can help tax departments establish a consistent monthly compliance flow while improving visibility, control, and overall accuracy.
Property Tax Compliance Today: Trends, Risk, and Readiness
August 6, 2026 @ 3 pm ET
Property tax compliance is becoming increasingly complex as organizations navigate evolving legislation,, staffing challenges, and growing portfolio demands—often leading to missed filings, penalty exposure, and inefficiencies lacking consistent processes and adequate coverage. In this session, DMA’s property tax professionals will share insights from their work supporting complex, multi-jurisdiction portfolios, highlighting common risk areas and key legislative and jurisdiction-specific changes impacting compliance. Attendees will gain practical strategies to manage high volumes with limited resources and improve efficiency through process refinement, technology, outsourcing, and co-sourcing models that strengthen overall compliance operations.