Build a Successful Tax Practice: Automation for Tax Practitioners

Description

Presented by Vicky Basile, CPA, PMP, Strategic Partner Manager, Accounting Channel, Avalara, and Diana DiBellow, Product Solution Engineer, Avalara

Vicky Basile – Creative, focused, and knowledgeable, senior level Partner Channel Professional with a diverse background in Partner & Channel Management, Direct Sales, Accounting and Finance, Contract Negotiation & Management, ERP Implementation and Consulting, and Management, Supervision and Mentoring of staff. Able to manage diverse assignments and balancing the ideal with the practical in achieving results. Recognized creator and implementer of strategies and programs within fluid organizations in evolving, dynamic and complex environments.

Diana DiBello has 25 years of tax experience in numerous disciplines and is currently specializing in tax technology solutions. An accomplished public speaker and author, Diana has developed numerous papers and presentations on the topic of taxation including articles for the Journal of Accountancy and the Journal of Multi-State Taxation. Her primary tax disciplines are Sales, Use and Telecommunications Taxes. Within those disciplines she has developed further industry recognized expertise in the areas of tax technology, leasing, jurisdiction identification and tax processing. Coupling her education in technology with her tax experience, Diana has effectively led product management and development teams. She has assisted clients in selecting, developing and implementing tax technology solutions to limit their exposure and provide better reporting capabilities. She has worked with cloud and hosted technology solutions in addition to the implementation of on premise solutions. In conjunction with technology projects, Diana is an advocate and change agent for process improvement and staff development.

Specialties: Tax Technology, Cloud Solutions, Process Improvement, Leasing Industry, Telecommunications Taxes, ecommerce.

Major Topics
  • How Avalara works with Accounting Professionals
  • Why your clients turn to you for tax compliance guidance
  • Define your practice and how automation can fit in
  • Make tax compliance a profit center
  • Marketing and growing your services
  • A day in the life of a tax professional
Provider
Maryland Association of CPAs
Course Level
Basic
Professional Area of Focus
FutureReady Sponsor Event
CPE Field of Study
Information Technology
1
Prerequisites

None

Advanced Preparation

None

Location
Online
Sponsors
Event Information
When
Oct 22, 2021
11:30 am - 12:20 pm EDT
Location
Online
Total CPE Credits
1
Format
Webcast Replay

Register for this Event

Build a Successful Tax Practice: Automation for Tax Practitioners


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