Join Tram Le, Matthew West, and Lee Irwin at they discuss building a firm’s tax tech stack with the latest technology to expand state and local tax practices.

Digital Transformation, AI & SALT: Where Do You Stand and What’s Next

Tuesday, May 21, 2024 | 12:00 pm EDT | Vertex

Join us for a discussion about the transformative role technology is playing for today’s leading State and Local Tax practices. You’ll hear from SALT practice leaders who have assumed a principal role in building their firm’s tax tech stack and are applying the latest technological advances to streamline and grow their SALT practices. We’ll discuss ways SALT practices are pushing ahead of the technology curve, as well as what you can expect next from advances in AI and how to prepare yourself to make decisions around emerging technologies.


  • Tram Le, J.D., CPA, LLM in Taxation, TaxOps
  • Matthew West, M.A., Partner/Director of Solution Sales Leaders, Creative Planning
  • Lee Irwin, Solutions Engineer, Vertex
  • Amy Merletti, Senior Marketing Manager,

About TaxOps

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


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