How Mid-Market Companies Can Be State Tax-Efficient Through Their Business Life Cycles
Need help aligning your business with multistate tax laws? Discover the strategies middle-market companies should use when navigating this complex landscape.
In this video, our SALT experts will address common and current multistate income and sales tax questions, focusing on the challenges middle market companies face and strategies to navigate regulatory ‘grey areas’. We examine these issues across various industries, including manufacturing, technology (SaaS, software, healthcare), construction/real estate, wholesale distribution, retailers and service providers, providing industry-specific insights to enhance your tax planning approach.
Please note this recording is not eligible for CPE credit.
About The Speakers:
Brian Strahle | Tax Partner
As Partner and National Practice Leader of State & Local Tax (SALT), Brian Strahle specializes in providing SALT advisory services to growing start-up companies, middle market and Fortune 500 companies in various industries. His expertise lies in conducting complex research and analysis to help companies reduce uncertainty and resolve controversy related to multistate income tax, franchise tax, gross receipts tax and sales tax positions, as well as identifying refund and credit opportunities. Brian serves as a subject matter expert, thought leader and technical researcher in the SALT community. He has delivered over 60 presentations speaking at tax planning conferences, webinars and meetings for Bloomberg BNA, EY, Baker Tilly, BDO, CPA societies, Strafford Publications and more.
John Yoak | Senior Manager
John Yoak, a Senior Manager in Frazier & Deeter’s State and Local Tax Practice, specializes in compliance, consulting and contentious matters within the realm of state and local taxation. With a focus on nexus, allocation/apportionment, revenue sourcing, structural/organizational planning and tax mitigation strategies, John guides his clients through protests, appeals, audits and hearings before taxing authorities and other administrative bodies. A thought leader in state and local tax, John has extensive experience in corporate income/franchise tax, sales & use tax and other business activity taxes
Anna Cronic | Senior Manager
As Senior Manager in Frazier & Deeter’s State and Local Tax practice, Anna Cronic specializes in state and local income/franchise tax, serving both C corporation clients and pass-through entities and their owners. With a focus on SALT compliance, Anna provides consulting on nexus, revenue sourcing, transaction and diligence consulting, legal entity restructuring, and state tax process optimization. She has deep expertise in the state income tax implications of ASC 740. Additionally, Anna has served as a speaker at several local COST (Council on State Taxation) events and has had several articles published in The Tax Adviser and Tax Notes.
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