CPAacademy.org | THE PROPERTY TAX OPPORTUNITY FOR YOUR CLIENTS

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The Property Tax Opportunity for Your Clients

Business Management and Organization

THE PROPERTY TAX OPPORTUNITY FOR YOUR CLIENTS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

Offering property tax compliance services can be a challenge, but offering these services presents an enormous opportunity for firms to deliver exceptional client support.

In this webinar, attendees will learn more about property tax compliance today and how to efficiently address common client challenges to deliver exceptional service and support.

Learning Objectives:

Evaluate the property tax landscape

List top tips for accounting firms to offer these services

Recognize how to optimize for digital transformation for property tax services

Melissa Schad

Avalara
Senior Sales Executive
melissa.schad@avalara.com

Melissa has nearly 20 years’ experience in property tax compliance industry, coming from CSC and PowerPlan. She is a member of the Institute for Professionals in Taxation and on the committee for the CMD Ad Valorem Tax Conference. She has consulting and managed service experience in property tax and business licensing applications, as well as project management experience in workflow process and automation engagements. She holds a PMP certification and a Masters in Organizational Leadership. She also has 2 teenagers who love travel and adventure as much as she does. She currently resides in San Diego, CA.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (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.

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About Our Presenter

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.