ENG25LL01. Leveraging CAS and SALT Expertise for Proactive Tax and Advisory Success - IN PERSON ONLY

State and local tax (SALT) compliance presents ongoing challenges, and many clients struggle to navigate its complexities — often leading to costly surprises during audits. This session explores how a strong collaboration between client advisory services (CAS) practices and SALT teams can offer clients a more integrated and robust advisory solution. By aligning process optimization and real-time financial data management from the CAS team with the SALT team’s in-depth tax knowledge and strategy, firms can enhance their role as trusted advisor. Attendees will learn how to leverage technology and cross-practice expertise to mitigate compliance risks, improve audit readiness, and create significant value for clients.

Learning Objectives:

• Identify how CAS and SALT practices can work together to offer clients a more comprehensive service.
• Identify ways CAS practices can enhance SALT compliance through real-time financial tracking, data analytics, and streamlined processes.
• Distinguish best practices for integrating technology and communication between CAS and SALT teams.