AICPA & CIMA Lunch & Learns
ENG25LL01. Leveraging CAS and SALT Expertise for Proactive Tax and Advisory Success
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 SALT’s in-depth tax knowledge and strategy, firms can enhance their role as the 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.
Date/Time
–
CPE Credits
0.0
NASBA Field of Study
Business Management & Organization
Level
Intermediate – (3-4 years in the profession)
Prerequisites
3-4 years in the profession
Advanced Preparation
None