Program Information
Large companies face a wide range of tax compliance challenges—from interpreting complex tax codes to staying aligned with ever-changing state regulations—all while operating with limited internal resources.
These pressures span every corner of compliance: meeting income tax filing deadlines, handling sales and use tax across multiple jurisdictions, managing property tax for multi-location asset portfolios, and staying current with unclaimed property reporting.
Each area requires precise attention, timely execution, and in-depth regulatory knowledge—placing a significant and growing strain on in-house tax teams.
Key Topics
- Who is DMA and What Can We Do for You? Understand DMA’s history, mission, and how our services—like property tax strategies, incentives, and sales tax recovery—add value to your real estate transactions.
- Why DMA’s Strategic Realty Partners Program? Discover why we created this program and how it bridges the gap between real estate strategy and tax optimization, enabling brokers to offer clients more than just location guidance.
- How This Partnership Benefits You as a Broker: Learn how working with DMA helps you provide more informed site selection advice, unlock tax savings for your clients, and differentiate yourself in the marketplace.
- What Support Does DMA Offer to CRE Professionals? Get an overview of the specific support DMA provides—from site selection and tax incentive analysis to property tax strategy and sales tax recovery—so you can better serve your clients.
- How Are Partnerships Structured and How Do You Benefit Financially? Understand DMA’s client-first approach, how our partnerships work, and how you can earn revenue through performance-based fees without compromising your client relationships.
Who Should Attend?
Tax, finance, compliance, and accounting professionals—including Tax Managers, Directors, VPs, CFOs, and Controllers—who manage or influence corporate tax functions or unclaimed property.
Session Highlights
Unclaimed Property Compliance
Optimize Unclaimed Property Compliance and Avoid Common Pitfalls
July 22 @ 1 PM ET
Gain a comprehensive overview of unclaimed property compliance fundamentals, challenges, common mistakes, and best practices. Discover how DMA’s proprietary unclaimed property software (AUPTC) can take the stress out of compliance.
Income Tax Compliance
Streamlining Income Tax Compliance in a Complex Landscape
July 22 @ 3 PM ET
Explore compliance requirements across federal, state, and international jurisdictions. Learn how to avoid common pitfalls, leverage automation, and tap into DMA’s strategic alliance with GTM for scalable compliance solutions.
Sales & Use Tax
Smarter Sales Tax Compliance: Automation & Outsourcing
July 23 @ 1 PM ET
Learn to identify automation opportunities, choose the right outsourcing strategies, and build a modern, scalable sales tax compliance model tailored to your company’s needs.
Property Tax
Efficiency at Scale: Property Tax Compliance for Complex Portfolios
July 23 @ 3 PM ET
Learn how leading companies streamline multi-jurisdictional property tax compliance through smarter processes, centralized technology, and expert consulting. Discover how DMA’s Client Portal and bill payment solutions reduce risk, increase efficiency, and free up internal resources.