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Advanced Strategies and Best Practices for Managing Tax-Exempt Sales

December 3, 2025 | 12 pm CT / 1 pm ET

Join our partner Avalara for a lunch and learn webinar focused on simplifying the complex process of exemption certificate collection, validation, and storage. Learn how to stay compliant, reduce audit risk, and improve oversight with proven best practices.

What you'll learn:

  • Understand exemption rules — including nexus implications and common exemption scenarios
  • Create effective protocols — for storing certificates, managing expirations, and automating renewals
  • Prepare for audits — with practical strategies to address drop shipping and other compliance challenges
  • Boost efficiency — by leveraging Avalara’s automation tools and managed services to streamline your processes

About the Presenter

Avalara

Avalara

Avalara helps businesses of all sizes achieve compliance with transactional taxes, including sales and use, VAT, excise, communications, and other tax types. The company delivers comprehensive, automated, cloud-based solutions that are designed to be fast, accurate, and easy to use.