{"id":13243,"date":"2024-05-16T22:12:19","date_gmt":"2024-05-16T22:12:19","guid":{"rendered":"https:\/\/taxops.com\/?p=13243"},"modified":"2024-05-16T23:05:16","modified_gmt":"2024-05-16T23:05:16","slug":"boost-transaction-value-with-salt-due-diligence","status":"publish","type":"post","link":"https:\/\/taxops.com\/boost-transaction-value-with-salt-due-diligence\/","title":{"rendered":"Boost Transaction Value with SALT Due Diligence"},"content":{"rendered":"<div class=\"wp-block-spacer\" style=\"height: 53px;\" aria-hidden=\"true\">\u00a0<\/div>\n\n\n<figure class=\"wp-block-gallery has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" data-id=\"13247\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/yH5BAEAAAAALAAAAAABAAEAAAIBRAA7\" data-src=\"https:\/\/taxops.com\/wp-content\/uploads\/2024\/05\/Boost-Transaction-Value-with-SALT-Due-Diligence-Tuesday-May-7-2024-140-pm-230-pm-1024x536.png\" alt=\"\" class=\"wp-image-13247 lazyload\"\/><noscript><img decoding=\"async\" data-id=\"13247\" src=\"https:\/\/taxops.com\/wp-content\/uploads\/2024\/05\/Boost-Transaction-Value-with-SALT-Due-Diligence-Tuesday-May-7-2024-140-pm-230-pm-1024x536.png\" alt=\"\" class=\"wp-image-13247 lazyload\"\/><\/noscript><\/figure>\n<\/figure>\n\n\n<div class=\"wp-block-spacer\" style=\"height: 53px;\" aria-hidden=\"true\">\u00a0<\/div>\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><em>Join Tram Le and Judy Vorndran at TaxOps as they delve into the complex tax considerations that business transactions can trigger in state and local tax (SALT).<\/em><\/p>\n<\/blockquote>\n\n\n<div class=\"wp-block-spacer\" style=\"height: 29px;\" aria-hidden=\"true\">\u00a0<\/div>\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">Boost Transaction Value with SALT Due Diligence<\/h2>\n\n\n\n<h3 class=\"wp-block-heading has-text-align-center\">Thursday, June 27, 2024 | 1:40 pm &#8211; 2:30 pm<\/h3>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><strong>AAA-CPA Annual Meeting &amp; Education Conference<\/strong><\/p>\n\n\n<div class=\"wp-block-spacer\" style=\"height: 23px;\" aria-hidden=\"true\">\u00a0<\/div>\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-fe48e5de wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/aaacpa.memberclicks.net\/annualmeeting2024\">Register<\/a><\/div>\n<\/div>\n\n\n<div class=\"wp-block-spacer\" style=\"height: 29px;\" aria-hidden=\"true\">\u00a0<\/div>\n\n\n<p class=\"wp-block-paragraph\">Business transactions often trigger complex tax considerations for state and local taxes (SALT), such as income and franchise taxes, sales and use taxes, property taxes, and more. These SALT-related issues have the potential to cut into the purchase price in ways that can come as a shock to unprepared sellers. Motivated sellers that complete SALT-related sell-side due diligence before identifying a buyer can clear potential issues and leverage tax opportunities, justifying a higher sales price. Join Tram Le and Judy Vorndran as they discuss the evidence and what to do now to create positive, documented facts around SALT issues prior to a sale, potentially justifying a higher sales price and paving the way for a smooth transaction.<\/p>\n\n\n<h3 class=\"wp-block-heading\"><strong>Learning Objectives<\/strong><\/h3>\n<ul>\n<li>Analyze SALT positions and reduce exposure in income, sales and use, property, unclaimed property, and payroll taxes<\/li>\n<li>Understand how a Perform a nexus and exposure review is used to determine tax obligations and risk based on multistate activity<\/li>\n<li>Leverage tax opportunities, such as tax credits, net operating carryforwards, and other opportunities<\/li>\n<li>Manage potential tax consequences that could lead to escrow or the seller asking for more money<\/li>\n<li>Assess and gather supporting documents to anticipate buyer questions and alleviate concerns-side &#8220;<\/li>\n<\/ul>\n<p><!-- \/wp:post-content --><\/p>\n<p><!-- wp:heading {\"level\":3} --><\/p>\n<h3 id=\"isPasted\" class=\"wp-block-heading\">About TaxOps<\/h3>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:paragraph --><\/p>\n<p>We solve tax problems with practical tax answers that make business sense across jurisdictions and industries. By hiring our Big Four-veteran leaders and experienced teams, you get a team of tax strategists and business advocates supporting your strategy wherever business takes you. We deliver the strength, experience, and resources of a national tax brand with the hands-on client engagement of a boutique firm. Fixed-fee pricing options and active teaming keep us focused on efficient tax results. TaxOps is shaping the future of tax specialty services in federal, international, state and local and minimization solutions by taking care of our clients, our people and our communities. Visit TaxOps.com.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:heading --><\/p>\n<h2 class=\"wp-block-heading\">Speakers:<\/h2>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:heading {\"level\":3} --><\/p>\n<h3 class=\"wp-block-heading\">Judy Vorndran, J.D., CPA, TaxOps<\/h3>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:paragraph --><\/p>\n<p>Judy Vorndran, J.D., CPA, MSBA, leads a team of veteran state and local tax (SALT) professionals at TaxOps in providing practical tax answers to businesses and governments. She is attentive to legislative, judicial, and regulatory tax changes as she assesses the impact of change on her clients\u2019 tax strategy. For 25+ years, she has worked with and through vendor partnerships and government alliances to drive positive tax outcomes for businesses. Judy is a public policy advocate and governor-appointed member of Colorado\u2019s Sales and Use Task Force, where she collaborates with legislators and stakeholders in simplifying the state\u2019s complex sales tax system. Former Big Four, with 14 years combined at Deloitte and PwC, Judy is also a nationally recognized thought leader and award-winning instructor, including the 2023 Income Tax Instructor of the Year for the Institute for Tax Professionals. She is featured on the SALTovation show, a podcast profiling the leading voices in state and local tax. Listen in to the SALTovation Show on your favorite channel and reach out to<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:heading {\"level\":3} --><\/p>\n<h3 class=\"wp-block-heading\">Tram Le, J.D., CPA, LLM in Taxation, TaxOps<\/h3>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:paragraph --><\/p>\n<p>Tram Le is a senior manager at TaxOps where she specializes in tax strategies for growing multistate businesses. She works closely with clients across industries to tackle state and local tax (SALT) issues including taxability, nexus, sourcing, apportionment reviews, M&amp;A\/due diligence, sales tax automation, and tax advocacy with state and local governments. Tram serves as an adjunct professor at the University of Texas at Arlington, where she teaches SALT topics to graduate level students. She has several years of government financial and forensic auditing experience from work in the U.S. Government Accountability Office (GAO) and with the Treasury Inspector General for Tax Administration (TIGTA). Tram is a frequent speaker on SALT topics and writes the Spreading SALTovation column for Tax Notes State. Reach out to Tram at tle@taxops.com.<\/p>\n<p><!-- \/wp:paragraph --><\/p>\n<p><!-- wp:spacer {\"height\":\"47px\"} --><\/p>\n<div aria-hidden=\"true\">\u00a0<\/div>\n<p><!-- \/wp:spacer --><\/p>\n<p><!-- wp:buttons --><\/p>\n<div class=\"wp-block-buttons\"><!-- wp:button -->\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/taxops.com\/contact\/\" target=\"_blank\" rel=\"noreferrer noopener\">Let&#8217;s Talk Tax<\/a><\/div>\n<p><!-- \/wp:button --><\/p>\n<\/div>\n<p><!-- \/wp:buttons --><\/p>\n<p><!-- wp:spacer {\"height\":\"47px\"} --><\/p>\n<div class=\"wp-block-spacer\" style=\"height: 47px;\" aria-hidden=\"true\">\u00a0<\/div>\n<p><!-- \/wp:spacer --><\/p>\n<p><!-- wp:heading {\"level\":3} --><\/p>\n<h3 class=\"wp-block-heading\">More Tax News<\/h3>\n<p><!-- \/wp:heading --><\/p>\n<p><!-- wp:list --><\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul><!-- wp:list-item --><\/ul>\n<\/li>\n<\/ul>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><a href=\"https:\/\/taxops.com\/digital-transformation-ai-state-and-local-tax\/\" rel=\"noreferrer noopener\">Digital Transformation, AI &amp; SALT<\/a><\/li>\n<li><a href=\"https:\/\/taxops.com\/boost-transaction-value-with-salt-due-diligence\/\" rel=\"noreferrer noopener\">Boost Transaction Value with SALT Due Diligence<\/a><\/li>\n<li><a href=\"https:\/\/taxops.com\/challenging-californias-underground-regulations-exploring-the-acmas-advocacy-efforts-part-2-2\/\" rel=\"noreferrer noopener\">Holistic Leadership Building Community and Embracing Change with Sandra Wiley Part 1<\/a><\/li>\n<li><a href=\"https:\/\/taxops.com\/unique-local-compliance-challenges-post-wayfair-cpe\/\" rel=\"noreferrer noopener\">Unique Local Compliance Challenges Post-Wayfair CPE<\/a><\/li>\n<li><a href=\"https:\/\/taxops.com\/challenging-californias-underground-regulations-exploring-the-acmas-advocacy-efforts-part-2\/\" rel=\"noreferrer noopener\">Challenging California\u2019s Underground Regulations: Exploring the ACMA\u2019s Advocacy Efforts Part 2<\/a><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><!-- \/wp:list-item --><\/p>\n<p><!-- \/wp:list --><\/p>\n<p><!-- wp:spacer {\"height\":\"47px\"} --><\/p>\n<div class=\"wp-block-spacer\" style=\"height: 47px;\" aria-hidden=\"true\">\u00a0<\/div>\n<p><!-- \/wp:spacer --><\/p>\n<p><!-- wp:buttons --><\/p>\n<div class=\"wp-block-buttons\"><!-- wp:button -->\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/taxops.com\/contact\/#subscribe\" target=\"_blank\" rel=\"noreferrer noopener\">Subscribe to Tax News<\/a><\/div>\n<p><!-- \/wp:button --><\/p>\n<\/div>\n<p><!-- \/wp:buttons --><\/p>\n<p><!-- wp:spacer {\"height\":\"47px\"} --><\/p>\n<div class=\"wp-block-spacer\" style=\"height: 47px;\" aria-hidden=\"true\">\u00a0<\/div>\n<p><!-- \/wp:spacer --><\/p>","protected":false},"excerpt":{"rendered":"<p>\u00a0 \u00a0 Join Tram Le and Judy Vorndran at TaxOps as they delve into the complex tax considerations that business transactions can trigger in state and local tax (SALT). \u00a0 Boost Transaction Value with SALT Due Diligence Thursday, June 27, 2024 | 1:40 pm &#8211; 2:30 pm AAA-CPA Annual Meeting &amp; Education Conference \u00a0 \u00a0 [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":13254,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","spt_transcript":"","footnotes":""},"categories":[225,229,226],"tags":[252,284,12,126,265,1135,1134,18,19,1136,30,810,101,605,620,80,1138,1137],"class_list":["post-13243","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-events","category-state-and-local","category-tax-news","tag-accountant","tag-cfo","tag-colorado","tag-cpa","tag-finance-professional","tag-iaas","tag-saas","tag-sales-and-use-tax","tag-sales-tax","tag-software-providers","tag-state-and-local-tax","tag-state-income-tax","tag-state-tax","tag-tax-automation","tag-tax-professionals","tag-tax-provider","tag-tax-tools","tag-tax-vendors"],"aioseo_notices":[],"jetpack_featured_media_url":"https:\/\/taxops.com\/wp-content\/uploads\/2024\/05\/Boost-Transaction-Value-with-SALT-Due-Diligence-Tuesday-May-7-2024-140-pm-230-pm.png","_links":{"self":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/13243","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/comments?post=13243"}],"version-history":[{"count":6,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/13243\/revisions"}],"predecessor-version":[{"id":13263,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/posts\/13243\/revisions\/13263"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media\/13254"}],"wp:attachment":[{"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/media?parent=13243"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/categories?post=13243"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/taxops.com\/wp-json\/wp\/v2\/tags?post=13243"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}