Join Jones Walker SALT Team partners Bill Backstrom, Alysse McLoughlin, and Kyle Brehm at the Paul J. Hartman State & Local Tax Forum on October 27-29, 2025 in Nashville, TN!
Kyle Brehm | Monday, October 27, 2025
"What is the Box and What's in it?" – Sales tax isn't always straightforward – especially when transactions get bundled, blurred, or multi-faceted. This session will dive into the nuanced world of mixed transactions, bundling, and the True Object Test – critical concepts for understanding taxability in modern commerce. Whether you're advising clients, preparing tax matrices, or designing product offerings, knowing what's "inside the box" is key to getting the tax treatment right.
Alysse McLoughlin | Tuesday, October 28, 2025
"How to Win an Alternative Apportionment Case: A Game of Chutes & Ladders!" – Navigating states' alternative apportionment rules can feel like playing an endless game of Chutes & Ladders – one moment you are climbing toward clarity and the next, you're sliding back down into uncertainty. This presentation will explore states' alternative apportionment standards, as well as recent cases, while discussing the hurdles and detours taxpayers often face when trying to win an alternative apportionment case.
Bill Backstrom | Wednesday, October 29, 2025
"M&A Feud: The Morning After Edition" – Your transaction closes, but that is when the real games begin. This session will address important practical and technical considerations that should be considered to ensure a smooth and successful transition post-close, including how to: preserve net operating losses/credits, address state conformity to cancelled debt, manage tax savings agreements, define your unitary group, and enforce key provisions in the sale agreement.
Click here for more information on the conference or to register for the Hartman SALT Conference.