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Free cpe webinars
What You Need to Know About Providing Business License Compliance Services

WHAT YOU NEED TO KNOW ABOUT PROVIDING BUSINESS LICENSE COMPLIANCE SERVICES

Available Date(s)
Tuesday, July 23, 2024: 1:00PM EDT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Business licenses are necessary for nearly every company, but their requirements are often confusing. An expansive business model means lots of triggers for new licenses and endless renewals to manage their lifecycles. Consequently, companies can end up facing critical deadlines that turn into steep financial penalties unless they have a steady hand to guide them.

Join this session to understand how accounting firms can simplify the registration, management, and renewal of business licenses for their clients, while creating a new service line for their own business, thereby increasing firm profitability and building deeper client relationships.

Learning Objectives


  • Identify the basics of business licenses, permits, and tax registrations

  • Recall what various industries can expect to find in their business license portfolios

  • List best practices for managing the entire lifecycle of a business license portfolio

  • Recall ways firms can advise clients to reduce their exposure to operational risk

Linkedin

Alan Ruttenberg

Avalara
Senior Product Marketing Manager
uri.ruttenberg@avalara.com

Avalaralogo

Alan Ruttenberg is the Senior Product Marketing Manager for Business Licenses at Avalara. In this position, he is responsible for GTM strategy for business license products. Alan has been working with business licenses since 2013.
 

Linkedin

Vicky Basile

Avalara
Product Solution Consultant
vicky.basile@avalara.com
(860) 890-3816

Avalaralogo

Vicky Basile is a CPA and former partner in a CT Public accounting firm and holds her PMP designation as Project Management Professional. In addition to public accounting, she has experience in private industry accounting, finance, and operations, including ERP implementation and process analysis. Before joining Avalara in June of 2018, she was part of the Avalara ecosystem for four years as the Alliance Manager for Macola Software, an Avalara Technology Partner.

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.
Nasba

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Avalaralogo
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.