Explore current developments and hot topics in the state income tax area of mergers and acquisitions at the 2023 ABA-IPT Advanced Tax Seminars, with Stacey Roberts, Alexis Morrison-Howe, and Jamie Yesnowitz, along with Moderator Eric J. Coffill.
Current and Hot Topics in SALT Mergers & Acquisitions
March 13, 2023 | 3:30 – 4:30 pm ET
ABA – IPT Advanced Tax Seminars, New Orleans
Multistate income tax law surrounding mergers and acquisitions is a complex and ever changing field, with the added complexity of states adopting varying degrees of federal conformity to the Internal Revenue Code. This session will explore current developments and hot topics in the state income tax area of mergers and acquisitions, including due diligence, buyer and seller considerations, stock and asset sales, business/apportionable income, nexus concerns, and reorganizations.
After attending the session, the participant will be able to:
- Discuss current hot and developing issues
- Describe the interplay between state and federal tax laws involving M&A transactions
- Recognize traps for the unwary
Eric J. Coffill, Esq., Senior Counsel, Eversheds Sutherland (US) LLP, Sacramento, CA
Alexis Morrison-Howe, Tax Principal, Deloitte Tax LLP, Boston, MA
Stacey Roberts, State and Local Tax Director, TaxOps SALT LLC, Englewood, CO
Jamie Yesnowitz, Esq., Principal, Grant Thornton LLP, Washington, DC
About the 2023 ABA-IPT Advanced Tax Seminars
The Institute and the ABA Section of Taxation will once again host the three annual jointly-sponsored Seminars – one in Sales Tax, Property Tax and State Income Tax. Join practitioners from around the country for one or more of these Seminars that will feature the latest developments and current issues in the state and local tax field.