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Sales Tax Basics: How to Start the Conversation with Your Clients

SALES TAX BASICS: HOW TO START THE CONVERSATION WITH YOUR CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 19, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

The ongoing transformation in sales tax creates new challenges for your clients. With new sales channels, products, staffing, and supply chain adjustments, your clients’ businesses are constantly evolving. As their tax advisor, whether you have expertise in sales tax compliance or not, you play a significant role in helping them. In this session, join our tax experts as they guide you through how to address and discuss sales tax exposure with your clients.

Learning Objectives: 


  • List some of the latest changes in sales tax policy and how they impact your clients 

  • Summarize the top 10 questions CPAs should be asking clients about their sales tax situation 

  • Determine how and when to start the conversation 

  • Recognize how sales tax automation can simplify the process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Marianne Fisher

Avalara
Senior Strategic Partner Manager - Accounting
[email protected]
(206) 826-4900

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Marianne oversees the accounting strategic alliance partnerships as Senior Strategic Partner Manager – Accounting at Avalara. She brings 14 years of experience and knowledge working with the tax & accounting profession, guiding, and consulting firms as they embrace technology, evaluate internal processes, and expand service lines. 

Before her time at Avalara, Marianne was at CPA.com, where she co-developed and co-facilitated the “Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model” workshop, educating accounting firms on the changing sales & use tax landscape, the emerging business opportunity, and how to build the practice. 

Marianne has been a featured speaker at many thought leadership events sharing her passion and extensive knowledge of sales and use tax with the profession. 

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Monika founded Miles Consulting Group in 2002. The firm focuses on multi-state tax consulting—helping clients navigate state tax issues such as sales tax and income tax in interstate commerce, including e-commerce. For instance, Monika works with technology clients answering questions such as “What are the sales tax ramifications of selling our new widget into the following 15 states?” Prior to forming the firm, Monika worked for over 11 years in Big 4 Public Accounting and 1 year in industry. Monika has provided such services as federal and state income/franchise tax compliance and consulting, sales/use tax consulting, audit support, and credits and incentives reviews. She has served clients in a variety of industries. Monika graduated from the University of Texas at El Paso (UTEP) with a BBA in Accounting/Finance and has a Masters in Taxation from San Jose State University. Her professional affiliations include the AICPA, CalCPA, Texas Society of CPAs, NAWBO-Silicon Valley, and the Accounting & Financial Women’s Alliance, where she has served in many capacities, including National President (2011/2012). Monika has served as a speaker for various organizations such as the AFWA, Financial Women’s Association - San Francisco, San Jose State University, The University of Texas at El Paso, and Beta Alpha Psi (regional and national conferences), as well as providing customized training for CPA firms and technical webinars. Monika is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor from 2012 through 2015 and as a 2014 Woman of Influence by the Silicon Valley Business Journal. Monika’s passion is participating annually in fundraising for the American Cancer Society’s “Making Strides Against Breast Cancer.” She has volunteered for the event for 17 years (since its inception in the Bay Area), raising almost $200,000 during that time. Finally, in addition to multistate work, Monika recently launched her "Jumpstart Your Rainmaking" programs. Jumpstart helps professionals who sell their services put an actionable plan around building relationships which lead to business. Her mix of webinars, group training and coaching help create a plan for professionals at all levels.

About Our Presenter

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Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.