more-arw search

Webinar Recording

The Fundamentals of Sales & Use Tax Compliance

Date: Monday, May 16, 2016
Time: 2:00 pm - 3:00 pm EDT
Sales and use tax compliance is difficult to manage, especially if your process is manual. Determining which items are taxable in which states and maintaining rate tables is time consuming and can get you in trouble with the state should an auditor come knocking. Join sales tax professionals for an informative hour of tips and tricks every business needs to manage their sales tax compliance, effectively and defensively.

We'll cover:
  • How to protect your business from audits
  • How to save time and money on tax administration
  • Why zip codes mean zip when it comes to sales tax
  • Nexus and Affiliate nexus
  • Sales tax exemption certificate best practices
Join to learn how to automate your sales tax compliance and alleviate your concerns.
After attending this event you will be able to:
Discover how to protect your business from audits
Recognize how to save time and money on tax administration
Understand why zip codes mean zip when it comes to sales tax
Understand nexus and Affiliate nexus
Identify sales tax exemption certificate best practices

Speakers

Silvia Aguirre, Chief Certificate Officer, Avalara Certcapture
Silvia Aguirre
Chief Certificate Officer, Avalara Certcapture
Silvia Aguirre is currently the Chief Certificate Officer at Avalara where she manages the product direction of the CertCapture suite of products. She is the co-founder of Avalara CertCapture. Silvia was previously co-founder and Principal of Tax Technology Services, LLC (TTS), where she had overall responsibility for the operational efficiency of the organization, as well as the tax knowledge base. Previously, Silvia served as an Auditor for the State of Texas, in their San Antonio and New York offices. After her audit career, Silvia served as tax manager for national companies in manufacturing, retail and technology industries.
Brian Mackin, Sales Tax Specialist, Avalara
Brian Mackin
Sales Tax Specialist, Avalara
Brian Mackin, Sales Tax Specialist for Avalara, specializes in the small to mid-size business market. Brian joined Avalara in 2011 as an implementation consultant. He has a BA in Economics from Whitman College. This background provides Brian with a unique perspective on both what customers are looking for and how best to deliver sales tax compliance to the small business owner.
Moderated by: Ernie Humphrey, Educational Programs Leader, Proformative
Moderated by: Ernie Humphrey
Educational Programs Leader, Proformative
Ernie currently serves as the CEO of 360 Thought Leadership Consulting. 360 Thought Leadership Consulting helps companies define and unlock the strategic value of their thought leadership programs. Previously Ernie served as the Vice President, Educational & Marketing Programs for Proformative. Ernie has overseen the content and execution of over 200 events designed to further the careers of finance and accounting leaders and related professionals. Formerly, Ernie served as the Director of Treasury Services and as a Director of the Corporate Treasurers Council for the Association for Financial Professionals. Ernie has extensive experience in the areas of educational program development and execution, online marketing, website content management, international cash management, and acquisition integration. Ernie has a BS and MS in Economics both from Purdue University.

Sponsor

Event Sponsor Avalara CertCapture
Avalara CertCapture - Avalara CertCapture is enterprise-level, cloud-based tax document compliance software that automates the collection, validation and management of sales tax exemption certificates, Forms W-8 & W-9 and reseller certificates.

Certification is not required to get started, but please let us know which certifications you have.

By filling out this form you will become a member of Proformative, and are subject to Proformative's User Agreement. This webinar is provided to you for free by the sponsor, who may contact you later.

Continuing Education Information

Certified Public Accountant

  • Continuing Education Credit
    1 CPE Credit
  • Field of Study
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
  • Information
    cpe/qas logo
    Proformative 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: www.learningmarket.org.
    NASBA – Sponsor Number: 109504
More information about CPE Credits

Continuing Professional Development

  • Continuing Education Credit
    1 Hour
  • Field of Study
    Taxes
  • CPE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Information
    Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD credit.
More information about Hours

Certified Management Accountant

  • Continuing Education Credit
    1 CE Credit
  • Field of Study
    Taxes
  • CE Delivery Method
    Group-Internet
  • Program Location
    Online
  • Program Level
    Basic
  • Prerequisites
    No advanced preparation or prerequisites are required for this course.
More information about CE Credits