Sales Tax Challenges in M&A - Compliance & Cleanup

Unexpected sales tax liabilities can derail deals, create financial risks, and add post-close headaches. This AM&AA Ed|ge session will help M&A professionals navigate the complexities of sales tax in transactions—before and after closing.

Join Brian Greer and Jeff Meigs of TaxConnex as they break down sales tax risks, compliance best practices, and mitigation strategies to protect your organization. Learn how to assess exposure, resolve inherited liabilities, and establish a seamless compliance process post-acquisition. Whether you're advising clients or managing your own deal, this session will provide essential insights to minimize risk and ensure smooth transactions.

Discussion Topics:

  • Understanding sales tax nexus and product/service taxability

  • Estimating sales tax exposure and addressing past liabilities

  • Strategies to mitigate risks and avoid costly surprises

  • Due diligence best practices to safeguard future deals

  • Establishing a post-acquisition compliance process

Why Join Live?

  • Get expert guidance on sales tax challenges in M&A

  • Learn actionable strategies to protect transactions

  • Open Q&A with Brian and Jeff to discuss real-world scenarios

This session is ideal for M&A advisors, CPAs, accounting professionals, CFOs, and controllers looking to strengthen their understanding of sales tax compliance in transactions.

Additional Information

Refunds and Complaint Resolution: Requests for refunds must be received in writing no later than thirty (30) days from initial program registration. No refunds will be granted for refund requests made later than thirty (30) days from initial program registration. No refunds will be granted for programs that are currently in process or completed. For more information regarding refund, complaint and program cancellation policies, please contact us at 312-856-9590.

WHEN

Wednesday, April 30, 2025
11:00 AM - 12:00 PM

Central Time Zone

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WHERE

Click the button below to join the class.

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CONTACT

Have a question?

info@amaaonline.com

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Featured Speakers

Webinar Sponsor

TaxConnex

This webinar is free to all!

You only need to have access to the internet. We recommend using either Chrome or Firefox. Additionally, good internet connectivity will ensure high-quality video conferencing. Audio for the webinar will be streamed via your computer speakers. We encourage you to test your speakers before the event to make sure everything works as it should.

You do not need to download or install any software to participate. Additionally, a webcam is also not required. 

For technical assistance, please send an email to info@amaaonline.com or click the conversation bubble on the right hand side of this page to start a live chat with an AM&AA event support representative.

AM&AA webinars take place during the Central time zone (Dallas,Texas,USA). 

You must first sign up for the webinars by clicking the blue button at the top right of this page. At that time you will be asked to create a password. Once you have finished signing up, simply click on "WEBINAR LOGIN" to join the waiting room. Live chat with other attendees will be available while you wait for the webinar to begin.

Yes. A recording of the webinar will be available on-demand 2-3 business days after the live online event.

We welcome your questions. Please email us at info@amaaonline.com

You will be able to submit questions or comments by typing them into the Q&A widget during the webinars. These questions will be answered as time allows during the Question & Answer session following the presentation.

All feedback and suggestions for future topics may be sent to info@amaaonline.com