Mergers & Acquisitions: State and Local Tax Considerations

By Keiter CPAs

Mergers & Acquisitions: State and Local Tax Considerations

Knowledge Sharing Event: Virtual, Round Table Discussion

Originally hosted September 28th, 2021.

Keiter Tax Managers and Partners discussed key state and local tax (SALT) considerations with purchasing or selling a business. Watch the event recording to better understand the importance of advance SALT planning to mitigate risk and potential liabilities that may arise during the due diligence. Our featured panelists go over how to be better prepared to take advantage of potential opportunities to minimize taxes, how to recognize potential SALT issues and their impact on the sale or purchase, and how to identify SALT pre-transaction and post-transaction considerations from a seller and buyer perspective.

Moderated by Keiter Managing Partner, Gary Wallace.

Featuring insights from:
Scott Zickefoose, Transaction Advisory & Tax Partner
Terry Barrett, Tax Senior Manager
Kay Gotshall, Tax Senior Manager


View the recording:


Learn more about our State and Local Tax Services, or Mergers & Acquisitions Services

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About the Author

Keiter CPAs

Keiter CPAs

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


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