Tax

State and local tax (SALT) issues—like uncollected sales tax, nexus exposure, sourcing errors, and missing documentation—are often hidden deal breakers that emerge late in the M&A process. These risks can trigger unexpected liabilities, delay diligence, and erode purchase price. This session explores how proactive SALT planning can help businesses reduce risk, strengthen their position, and streamline the path to close. Learn from experienced M&A professionals and tax advisors how to identify red flags early, prepare the right documentation, and anticipate what buyers and their advisors will scrutinize. Whether you’re selling, buying, or advising, this conversation will help you turn SALT risk into readiness and deal confidence.

Moderator:
Brian Sharkey
Director - Transaction Advisory Services
Kreischer Miller

Panelists:
Michael Alam
Chief Strategy Officer
Allied Resources Group LLC

Reed Brown
State & Local Tax Director
Kreischer Miller

Richard Peterson
Partner
Stradley Ronon

Brandon Sullivan
Chief Financial Officer
2X