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Presenter

Properly Managing Customer-Provided Exempt Certificates

Webinar: ID# 1042704
About The Presenter:
Eric Carrasco
  • Senior Product Marketing Manager, Customer Intelligence at Avalara
  • Specializing in win/loss analysis and competitive intelligence
  • Nearly 10 years’ experience as an indirect tax manager for Prager Metis, CPAs and PM Business Advisors (PMBA)
  • Expert in helping hundreds of businesses navigate multi-state sales and use tax obligations through audit defense and liability mitigation strategies
  • Assisted clients in various industries, including retail, luxury goods, manufacturing, real estate, construction, medical, and digital spaces
  • Led the production of an exemption certificate management platform for PMBA’s clients during his time there
  • Additional work includes due diligence for Mergers & Acquisitions (M&As), tax recovery, tax technology implementation, tax guidance memos, and petitions for state advisory opinions
Maria Tringali
  • Senior Solutions Consultant at Avalara
  • 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
  • Offers support for business license management, assisting businesses with physical locations and onsite projects to improve their license application and management process
  • Expertise includes sales tax and business license compliance, application of tax laws to businesses, avoiding liability with tax authorities, and promoting technology and automation over human labor
  • Regularly conducts webinars, CPE courses, and training sessions for CPAs, financial application developers, web developers, finance professionals, and businesses of all kinds
  • B.A. degree in business administration, Cal Poly, San Luis Obispo, CA
About The Training Provider:

Lorman

Lorman Education Services has provided educational seminars, webinars, and online training for professionals since 1987.

Since then, Lorman training courses kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly-changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations. Moreover, each Lorman Education course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.

About Lorman Webinars

Lorman Education Services provide both live and on demand webinars, with most offering HRCI and SHRM re-certification credits.

See Other Mortgage Courses By This Provider

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Properly Managing Customer-Provided Exempt Certificates
Available Live on 9/24/2024 or via On-Demand
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