All Webinars

Webinar CPE Credit

PM Business Advisors 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. National Registry of CPE Sponsors ID Number: 141722. All webinars are eligible for CPE Credit for CPAs. In order to earn CPE credit, you must be present for 50 minutes and answer 3 of the polling questions.

For any questions, please contact Victoria Carrasco via email at

PMBA Trusted Partner Webinar Series

At PMBA, our Trusted Partner relationships go beyond seeking client referrals. We offer a collaborative working relationship with our CPA firm partners to assist them in growing their business as well as bringing their clients valuable tax savings strategies.

If your CPA firm has an area of expertise that you would like to partner with PMBA through an educational CPE-qualified webinar, please contact Victoria Carrasco at or call 212-835-2218.

Upcoming webinars will be posted below

Past Webinars

Sales Tax Strategies: How to Detect and Prevent Tax Oversights on Purchases

Guest speaker: Diana DiBello, Avalara

Watch the recording

Sales Tax: Managing Compliance Beyond Technology

Guest speaker: Diane Yetter, Sales Tax Institute

Watch the recording

Leveraging Technology to Restore Lost Revenue

Guest Speakers: Aramark and Henry Schein

Learn how Fortune 500 companies are utilizing technology to review purchase data and over-payments to bring profit back to their companies.

Watch the Recording

Sales, Use, Hotel Occupancy Tax, and Capital Expenditures: Strategies to Avoid Overpayments and Recover Lost Revenue

As the hotel industry continues to battle a historic economic crisis, internal finance departments are burdened with the pressure to identify excess, cut costs, and find innovative revenue opportunities.

Hosted by the American Hotel & Lodging Association (AHLA), PMBA will discuss commons exposure and overpayment areas in the hotel industry as well as how to recover lost revenue.

Watch the Recording

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