Content Provider
Miles

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Avalaralogo
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Avalara howstart ss

HOW TO START THE SALES AND USE TAX CONVERSATION WITH A CLIENT

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.0 hour  CPE1.0  Subject AreaTaxes (Sales Tax)  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateAug 30, 2017  Date OfferedSep 19, 2017  Who should attend?Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

Middle market CPA firms typically specialize in tax and audit. But sales tax often falls by the wayside. Sales tax consulting (or even compliance) isn’t a specialty that most medium sized firms offer. And yet, by default, your client may expect you to advise them in this area. When a client receives notification of an audit, CPAs often are on the receiving end of “why didn’t you tell me?” and are left reacting defensively.

Part one of a three part sales tax series sponsored by Avalara, this course won’t make you a sales tax expert in 60 minutes. But, we’ll share state tax basics, hot topics in the sales tax world today, and provide 8 key questions to ask your clients as you are meeting with them for year-end planning, or during your tax return pre-conference. We’ll discuss how to determine the potential scope of a multistate sales tax problem, when to partner with a state tax specialist, including how both the CPA and the consultant can work to maximize benefit to the client while also expanding the scope of projects to offer your client.

Learning Objectives

  • Identify major issues in sales tax law and compliance (e.g., liabilities that arise from e-commerce, independent contractors, third-party fulfillment companies, mergers, etc.).

Testimonials

"Excellent webinar, knowledgeable speaker, great content!"

"Good presentation. Monika was knowledgeable of the material."

"Great Information and I loved the dogs!! Good presenter with lively voice and info that kept me listening-Thanks!"

"Monika was a great presenter, easy to listen to and follow."

"This was a very needed course and was right on target with what I needed."

"Valuable information!"

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Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 22:00 minutes
QUESTION 2: 35:00 minutes
QUESTION 3: 51:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Miles

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.

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Avalaralogo
Avalara, Inc., is the leader in sales tax and compliance automation in the cloud. Avalara makes sales tax compliance simple and automatic for thousands of customers every day. Its SaaS-based solutions span the compliance spectrum; each year these solutions deliver billions of tax decisions, manage millions of exemption certificates, file hundreds of thousands of sales tax returns, and remit billions of tax dollars to states nationwide and countries internationally. Recognized as one of America’s fastest growing technology companies, Avalara is integrated with leading ERP and ecommerce software systems that serve millions of businesses. Founded in 2004 and privately-held, Avalara employs over 1,000 people from its Seattle headquarters and 15 offices globally.