Technology
Webinar: Ensure your client’s exemption certificate portfolio is compliant with automation
Your clients may look to their accounting advisor to help them manage compliance of their exemption certificates. Depending on the size of a business and customer base, the complexity can be great.
May. 23, 2024
This webinar was held on Wednesday, June 26, 2024 at 2 p.m. EDT
Sponsor: Avalara
Duration: 1 Hour
Your clients may look to their accounting advisor to help them manage compliance of their exemption certificates. Depending on the size of a business and customer base, the complexity can be great. In this webinar, we discuss strategies on how you can help clients with their exemption certificate management needs.
Join this webinar to learn:
- Key reasons why exemption certificate management matters
- Tips on some of the best ways to bring efficiency and accuracy to the process
- How Avalara products can help you manage exemption certificates
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information Technology |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit Per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Maria Tringali has been with Avalara since 2014. She provides training, education, and support for Avalara’s sales reps, technology and reselling partners, and prospective customers on the importance of getting compliance right, even if very little retail sales tax is charged. She also provides the same support for business license management, helping businesses with physical locations and onsite projects understand what resources they should leverage to improve their business license application and management process.
She regularly delivers webinars, CPE courses, and training sessions for CPAs, financial application developers, web developers, finance professionals, and businesses of all kinds, on sales tax and business license compliance, how laws might apply to a business, how to avoid creating liability with tax authorities, and how implementing technology and automation is better than relying on human labor/expertise (or lack thereof) in today’s environment.
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Special thanks to our sponsor for supporting this educational session:
Avalara is a team of tax experts and technologists behind one solution for your accounting firm. We live and breathe sales tax and license compliance. We help firms confidently and efficiently provide compliance services to their clients.
From independent operators to midsize businesses and Fortune 100 companies, more than 30,000 customers choose Avalara for tax compliance tools scaled to their needs. You’ll find Avalara all around the world helping accounting practitioners, and their clients, prepare for growth in the global market.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.