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0-minute live streaming program
  • This event was held September 24, 2024.
  • 6:00 - 6:00 pm EST

Properly Managing Customer-Provided Exempt Certificates

This event was held September 24, 2024.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Eric Carrasco

Eric Carrasco

Avalara

  • 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
  • Can be contacted at [email protected]
Maria Tringali

Maria Tringali

Avalara

  • 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
  • Can be contacted at [email protected]
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

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