Unexpected sales tax liabilities can derail deals, create financial risks, and add post-close headaches. This AM&AA Ed|ge session will help M&A professionals navigate the complexities of sales tax in transactions—before and after closing.

Join Brian Greer and Jeff Meigs of TaxConnex as they break down sales tax risks, compliance best practices, and mitigation strategies to protect your organization. Learn how to assess exposure, resolve inherited liabilities, and establish a seamless compliance process post-acquisition. Whether you’re advising clients or managing your own deal, this session will provide essential insights to minimize risk and ensure smooth transactions.

Discussion Topics:

• Understanding sales tax nexus and product/service taxability
• Estimating sales tax exposure and addressing past liabilities
• Strategies to mitigate risks and avoid costly surprises
• Due diligence best practices to safeguard future deals
• Establishing a post-acquisition compliance process

Why Join Live?

• Get expert guidance on sales tax challenges in M&A
• Learn actionable strategies to protect transactions
• Open Q&A with Brian and Jeff to discuss real-world scenarios

This session is ideal for M&A advisors, CPAs, accounting professionals, CFOs, and controllers looking to strengthen their understanding of sales tax compliance in transactions.