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PODCAST

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

SALTovation by Aprio

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,

business careers

All Episodes

25:33

A New Chapter Begins: SALTovation Joins Aprio

SALTovation: Navigating the Complexities of State and... ·

2026/02/24

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

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36:29

California Tax Update: Conformity Changes and...

SALTovation: Navigating the Complexities of State and... ·

2025/12/12

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

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32:21

California Tax Litigation: Nexus Battles, Retroactive...

SALTovation: Navigating the Complexities of State and... ·

2025/11/25

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

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25:16

Advancing Tax Reform and Protecting Colorado’s...

SALTovation: Navigating the Complexities of State and... ·

2025/11/21

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

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23:34

Simplifying Colorado Chaos: How Businesses Are Boldly...

SALTovation: Navigating the Complexities of State and... ·

2025/11/07

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

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31:47

Navigating Canadian Business Tax with Jeremy Scott

SALTovation: Navigating the Complexities of State and... ·

2025/10/31

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

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29:52

Taxing Business in Canada with Jeremy Scott

SALTovation: Navigating the Complexities of State and... ·

2025/10/17

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

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23:42

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

SALTovation: Navigating the Complexities of State and... ·

2025/10/03

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

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30:07

From Oklahoma to New York: Glenn McCoy’s Journey...

SALTovation: Navigating the Complexities of State and... ·

2025/09/19

In this episode of SALTovation, Glenn McCoy shares his journey through state and local tax, from law school and government service to corporate leadership and consulting. He reflects on career-defining moments, including moves from Oklahoma to New York and the impact of events like the Oklahoma City bombing and 9/11.Glenn’s story highlights resilience, adaptability, and valuable lessons for navigating the ever-changing SALT landscape.Key Takeaways:Glenn McCoy’s career spans law school, government,

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42:05

Rapid Fire FAQs: Round One

SALTovation: Navigating the Complexities of State and... ·

2025/09/03

In this episode, Stacey and Meredith explore the complex world of state and local taxation, focusing on one of the most misunderstood topics: nexus. Our team of tax professionals unpacks the common myths businesses often hold, especially around physical presence and economic nexus rules.A key misconception we address is the belief that a company’s tax responsibilities stop at its state of incorporation. In reality, doing business and making sales across multiple states can create tax obligations in

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35:20

Policy, Platforms, and Progress in Sales Tax Automation

SALTovation: Navigating the Complexities of State and... ·

2025/08/29

In this episode of the SALTovation podcast, we unpack how artificial intelligence is reshaping tax compliance and the unique challenges that come with managing tariffs in local tax systems. Our guest, Scott Peterson from Avalara, shares insights on how generational shifts in tax expertise are influencing today’s policy landscape.We also dive into the world of digital goods and licensing, offering practical strategies for navigating the complexities of tax automation. Throughout the conversation, we

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38:14

Sales Tax Realities with Avalara’s Scott Peterson

SALTovation: Navigating the Complexities of State and... ·

2025/08/15

In this episode of the SALTovation podcast, we dive into the complex world of sales tax compliance and explore how technology is playing a vital role in helping businesses stay ahead. We welcome back Scott Peterson from Avalara, who brings deep insight into the ever-changing landscape of state tax policy and the challenges companies face in keeping up.Scott shares how Avalara works closely with both businesses and government agencies to simplify the process of managing tax obligations, from handling

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39:22

Opportunities and Confusion in Illinois Tax

SALTovation: Navigating the Complexities of State and... ·

2025/07/25

In this episode, we continue our conversation with Dave Kupiec, CPA, JD, and Natalie Martin, JD, of Kupiec & Martin, LLC, for a deep dive into Illinois tax law. We break down the often-overlooked Illinois franchise tax—a complex and frequently misunderstood area of state taxation. We explore how this tax impacts businesses, particularly during audits in Chicago and Cook County, and highlight the hidden risks that can catch taxpayers off guard.You’ll gain key insights into potential liabilities

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44:18

Lessons from the Field on Tax Litigation and Compliance

SALTovation: Navigating the Complexities of State and... ·

2025/07/11

In this episode, we’re joined by Dave Kupiec, CPA, JD, and Natalie Martin, JD, of Kupiec & Martin, LLC, for a deep dive into Illinois tax law. Drawing on their extensive experience with the Illinois Department of Revenue and major corporations, they unpack the recent Pepsi case, offering insights into the state’s Tax Tribunal and appellate process.We explore the importance of strong documentation, how administrative decisions can impact taxpayers, and key strategies for navigating Illinois’s

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32:09

Revenue, Reform, and Resistance: Colorado’s Fiscal...

SALTovation: Navigating the Complexities of State and... ·

2025/06/27

As Colorado heads into 2025, big fiscal decisions loom. In this episode, we sit down with Ed Sealover, VP of Strategic Initiatives at the Colorado Chamber of Commerce, to unpack the state’s growing budget deficit and what it could mean for both businesses and residents.We explore hot-button issues like the proposed rollback of software tax exemptions and the controversial retail delivery fees. Ed breaks down the tough balancing act lawmakers face, and how to fund essential services without stifling

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29:33

Incentives and Impediments: Navigating Colorado’s...

SALTovation: Navigating the Complexities of State and... ·

2025/06/20

In this episode of the SALTovation podcast, we unpack the complex and shifting economic landscape of Colorado, focusing on how recent tax policies are reshaping the business environment. We continue our conversation with Ed Sealover, VP of Strategic Initiatives at the Colorado Chamber, and explore key legislative developments, including new targeted tax credits designed to spark innovation and boost tourism across the state.We take a closer look at the evolving role of the Taxpayer’s Bill of Rights

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31:09

Illinois vs. Everyone: Digital Goods, Legal Fights,...

SALTovation: Navigating the Complexities of State and... ·

2025/06/04

This week we continue our conversation with Diane Yetter, President and Founder of Yetter Tax and the Sales Tax Institute. We unpack recent changes to Illinois tax law—specifically through the lens of the PetMeds case—and explore the broader impact of South Dakota’s use tax ruling. We also break down what these shifts mean for taxpayers and why it’s more important than ever to stay alert in the ever-changing world of state and local taxation.From choosing the right software to understanding key

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29:33

From Sales to Income Tax: States Are Watching

SALTovation: Navigating the Complexities of State and... ·

2025/05/21

More than a dozen states have repealed the 200 transaction threshold for economic nexus, aiming to ease the burden on small sellers. Our guest Diane Yetter, President and Founder of Yetter Tax and the Sales Tax Institute, breaks down what these changes mean for businesses, particularly those navigating multi-state sales. Diane explains why small sellers can no longer rely solely on transaction counts to determine nexus and why a broader understanding of tax obligations is now essential.We unpack the

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25:19

Brent Reeves, Co-Founder of CereTax: Balancing IT and...

SALTovation: Navigating the Complexities of State and... ·

2025/04/30

In this episode of the Saltovation Podcast, we continue our conversation with Brent Reeves, co-founder of CereTax. Brent unpacks the power of API-first architecture and explains why seamless integrations are critical, often solving problems businesses don’t even know they have.Together, we explore key topics like audit readiness, the pitfalls of legacy systems, and the importance of building tax processes right from the start to avoid costly missteps. Brent also shares insights on the growing trend

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23:24

Brent Reeves, Co-Founder of Ceretax Part 1:...

SALTovation: Navigating the Complexities of State and... ·

2025/04/16

We’re talking with Brent Reeves, a seasoned entrepreneur and trailblazer in tax technology, on the SALTovation podcast this week. Brent shares the story behind launching SureTax and how that journey led to the creation of his latest venture, CereTax.We dive into what it takes to disrupt the sales tax space—from building agile teams to staying ahead of constantly shifting compliance demands. Brent breaks down how his approach to solving real-world tax challenges with smart, scalable tech has helped

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132 results

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