SALTovation: Navigating the Complexities of State and Local Tax by Aprio

SALTovation by Aprio
  • 5.0 (8)
  • CAREERS
  • UPDATED BIMONTHLY

Over 1,000 business taxpayers nationwide, and globally, have trusted us to manage their state and local tax (SALT) obligations. Our innovative SALTovation team is revolutionizing how companies approach SALT by looking at tax from the inside out. We know how SALT works, what it takes to maintain compliance, and how to seize opportunities. With Aprio’s SALTovation team, you gain access to industry-leading strategies and specialists who can guide businesses and practitioners on the best path forward, whether you’re proactively addressing potential issues or getting back on track. Discover how SALTovation can help you stay ahead and thrive.

  1. A New Chapter Begins: SALTovation Joins Aprio

    FEB 24

    A New Chapter Begins: SALTovation Joins Aprio

    This week, we are excited to announce our integration into Aprio, a leading advisory and accounting firm. Meredith Smith, Judy Vorndran, Carli Huband, and Jeff Glickman share the story behind this exciting milestone, and the conversations, values, and vision that brought the two organizations together. By combining forces with Aprio, we’re expanding the depth of expertise, resources, and support we can offer to businesses navigating the ever-changing world of state and local taxes. This alignment allows us to better serve our clients through enhanced collaboration, broader service capabilities, and access to a nationwide network of professionals. In our conversation, we break down what this partnership means for our clients and team, and how it strengthens our ability to deliver meaningful, practical tax insights. Key Takeaways: Saltovation joins Aprio, a nationally recognized advisory and accounting firmExpanded resources and expertise to better support state and local tax clientsEnhanced service capabilities through national collaborationContinued commitment to education, clarity, and practical tax insights Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Disclaimer: The views, thoughts, and opinions expressed on the SALTovation podcast, including that of all participants, are the speaker’s own and do not represent the views, thoughts, and opinions of Aprio or any of its affiliates. The material and information presented on the podcast is for general information purposes only. The “Aprio” name and all forms and abbreviations are the property of its owner and its use does not imply endorsement of or opposition to any specific product or service. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    26 min

  2. 12/19/2025

    California Tax Litigation: Nexus Battles, Retroactive Laws, and Apportionment Disputes

    In this episode of the SALTovation Podcast, Meredith Smith and Stacey Roberts continue their conversation with Michael Cataldo on the complex world of California tax litigation. They discuss pivotal topics such as distinguishing between business and non-business income, the impact of the throwout rule, and the intricacies of alternative apportionment. Their conversation reveals how even a minor entry on a tax return can trigger significant consequences, from audits to penalties, and the importance of carefully reviewing tax software defaults, as relying solely on automated systems can lead to costly errors. Key Takeaways: Early identification of potential tax issues can prevent audits and penalties.Differentiating between business and non-business income is critical in California tax filings.Understanding the throwout rule and alternative apportionment strategies can impact tax outcomes.Reliance on tax software defaults without careful review can lead to costly errors. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    32 min

  3. 12/12/2025

    California Tax Update: Conformity Changes and Market-Based Sourcing Challenges

    In this episode of the SALTovation Podcast, Meredith Smith and Stacey Roberts explore the latest changes in California’s state and local tax landscape, focusing on recent conformity updates and the finalized market-based sourcing regulations. Joined by Michael Cataldo, they examine what these changes mean for taxpayers and the challenges of navigating apportionment nexus and compliance in today’s dynamic economic environment. Cataldo shares his insights on pivotal income tax cases shaping California’s business climate and breaks down the complexities companies face in understanding business versus non-business income, especially in significant transactions like the sale of a business or its assets. Key Takeaways: California updated state and local tax rules, including market-based sourcing.Changes affect apportionment nexus and compliance for businesses.Distinguishing business vs. non-business income is vital in major transactions.Recent tax cases are shaping California’s business landscape.Staying informed is essential for local and multistate taxpayers. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Talk To A Tax Advocate Today: https://taxops.com/contact/ Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    36 min

  4. 11/21/2025

    Advancing Tax Reform and Protecting Colorado’s Business Community

    Colorado’s recent elimination of the vendor fee marks a major shift in the state’s sales and use tax system, with big implications for small businesses and the wider economy. In this episode, we continue our conversation with Jenn Penn and Shanah Schaffer, breaking down what this change means for compliance, operational challenges, and the business community at large. Together, we explore how business owners can collaborate to navigate these changes and advocate for a fairer tax landscape. Key Takeaways: Vendor fee elimination impacts small businesses.Coalition works to simplify tax compliance.Collaboration helps navigate tax complexities.Legislative efforts address budget and policy changes. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    25 min

  5. 11/07/2025

    Simplifying Colorado Chaos: How Businesses Are Boldly Pushing to Reform Sales Tax

    Ongoing advocacy, collaboration, and policy reform are helping shape a more efficient and equitable tax environment for businesses across Colorado. This week, we dive into the work of the Coalition to Simplify Colorado Sales Tax, a group dedicated to reforming one of the nation’s most complex sales and use tax systems. Our guest, Jenn Penn, founder of Dome Strategies, joins us alongside Shawna Shafer, owner of Absolutely Advanced Accounting, to discuss the Coalition’s mission and milestones since its launch in 2014. Together, they share insights into the Coalition’s legislative successes, and we explore key initiatives, like the SUTS (Sales and Use Tax System) portal. Key Takeaways: Coalition’s Goal: Simplifying Colorado’s complex sales tax.Key Wins: Reforms making tax compliance easier for businesses.Collaboration Matters: Working together drives change.Looking Forward: Continued advocacy shapes the future of tax reform. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    23 min

  6. 10/31/2025

    Navigating Canadian Business Tax with Jeremy Scott

    In this episode, we continue our conversation with Jeremy Scott to take an in-depth look at Canadian tax policy. With a focus on the regional nuances that shape taxation strategies, Jeremy discusses Quebec’s trailblazing implementation of the Netflix tax and its impact on multinational corporations operating in Canada. Listen to learn how Quebec’s unique civil law framework and assertive tax policies have set a benchmark that influences other provinces and territories. Key Takeaways: Canadian tax rules are complex and vary by province.Quebec’s Netflix tax shows its unique approach.Voluntary disclosure helps businesses manage past liabilities.Court cases highlight GST/PST compliance challenges.Taxes like luxury vehicle and underused housing reflect policy goals. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    32 min

  7. 10/17/2025

    Taxing Business in Canada with Jeremy Scott

    In this episode, we dive into the complex world of Canada’s sales tax system, covering the Goods and Services Tax (GST), Harmonized Sales Tax (HST), and various provincial sales taxes (PSTs). Our guest, Jeremy Scott, shares insights on navigating tax compliance and the evolving registration rules, including the recent changes of the “Netflix tax.” We break down the distinctions between federal and provincial obligations and explore what these mean for international businesses operating in Canada. Drawing on his experience as both a practitioner and in-house tax leader, Jeremy provides a unique perspective on the challenges organizations face in this multifaceted landscape. Key Takeaways: Understand Canada’s sales taxes: Know the basics of GST, HST, and PST.Expert perspective matters: Jeremy Scott shares insights from his experience as a tax practitioner and in-house tax leader.Be aware of the Netflix tax: Learn how it affects non-resident businesses.Prepare for international challenges: Navigating Canadian tax obligations can be complex for foreign businesses.Know the differences: Distinguish between harmonized sales taxes and provincial sales taxes. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    30 min

  8. 10/03/2025

    Evolving with SALT: Ethics, AI, and the Future of Tax with Glenn McCoy

    Our conversation continues with Glenn McCoy as we examine pressing issues such as ethics, artificial intelligence, and tariffs. McCoy underscores how these factors are reshaping the future of tax practice, stressing the need for professionals to stay adaptable and well-informed amid rapid technological innovation and regulatory change. He also offers his perspective on the ethical challenges posed by artificial intelligence in tax preparation, along with the evolving role of tariffs and their impact on taxation. Key Takeaways: State and local tax is becoming more complex and significant.Ethics and artificial intelligence are key issues shaping tax practice.Tariffs impact sales, income, and property taxes for businesses.Networking strengthens relationships and professional growth.AI in tax requires careful ethical consideration. Connect Subscribe on your favorite podcast app here. Follow us on LinkedIn and YouTube. Mentioned in this episode: Schedule a Call with the Aprio Team Now! Introductory Call

    24 min
See All (132)

Ratings & Reviews

5
out of 5
8 Ratings

About

Over 1,000 business taxpayers nationwide, and globally, have trusted us to manage their state and local tax (SALT) obligations. Our innovative SALTovation team is revolutionizing how companies approach SALT by looking at tax from the inside out. We know how SALT works, what it takes to maintain compliance, and how to seize opportunities. With Aprio’s SALTovation team, you gain access to industry-leading strategies and specialists who can guide businesses and practitioners on the best path forward, whether you’re proactively addressing potential issues or getting back on track. Discover how SALTovation can help you stay ahead and thrive.

Information

You Might Also Like