DCPA2604. Beyond Compliance: Rethinking State and Local Tax as a Strategic Growth Lever

State and local tax (SALT) is no longer just a compliance burden—it’s a strategic opportunity hiding in plain sight. As regulatory complexity intensifies and digital business models expand across jurisdictions, firms and their clients face new risks and new opportunities. This session will break the mold of traditional SALT conversations by exploring forward-looking strategies, technology integrations, and cross-functional approaches that help firms reduce risk, enhance visibility, and even drive growth. From real-time nexus monitoring to automating sales tax remediation across state lines, we’ll reframe SALT as a critical component of future-ready advisory services.

Learning Objectives:

• Identify emerging risks and tax implications stemming from evolving business models (e.g., remote workforces, digital goods, marketplace facilitators).
• Recall modern SALT technologies and integrations that streamline multi-jurisdictional compliance and reduce audit exposure.
• Recognize a strategic lens to SALT conversations to uncover advisory opportunities and better position their firm or clients for scalable growth.
• Identify real-life case studies where proactive SALT management improved client satisfaction, increased margins, or enabled market expansion.