Chapter

San Antonio Chapter 9/26/23 Vaco PD Session: M&A With a Grain of SALT


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We hope you will join us for lunch and a professional development session presented by our valued strategic partner, Vaco.
 
“M&A With a Grain of SALT”
The hidden state and local tax pitfalls of M&A transactions - what to look for within the due diligence process and remain state compliant.
 
Up to three financial staff or co-workers of dues-paying members of the San Antonio Chapter and Strategic Partners may attend as complimentary guests. Please see guest registration instructions below.
 
September 26, 2023
11:15 a.m. Registration & Networking | 11:45 a.m. Lunch | 12:15 p.m. Program
San Antonio Country Club | 4100 N New Braunfels Ave, San Antonio, TX 78209 | (210) 824-8861
 
FEATURED SPEAKER
Rudy Gonzalez, MSA, CMI
Director, State and Local Tax Practice, Vaco
 
M&A With a Grain of SALT
The hidden state and local tax pitfalls of M&A transactions - what to look for within the due diligence process and remain state compliant.

Learning Objectives:
  • Gain a general understanding of the various types of transactions within a merger and/or acquisition as it pertains to state and local taxes.
  • Obtain insight on what to look for during the due diligence process as the target company and the acquirer.
  • Gain a general understanding of the technical complexities, organizational impacts, state trends, and pitfalls in managing state and local taxes.
EVENT REGISTRATION
This FEI Member event is free to dues-paying members of the San Antonio Chapter, San Antonio Strategic Partner members and up to three of their financial staff or co-workers. Advance registration is required due to limited seating.
 
A qualified prospective member's first meeting is complimentary. Find out if you qualify for FEI membership: https://bit.ly/3z22R28.
 
The fee for pre-approved guests is $80, payable in advance. FEI San Antonio Members and Chapter Sponsors may register themselves by using the Register Now button above.. Please register all attendees by September 21, 2023.
 
For questions, to invite a guest or prospective member, or to register after the deadline, email: [email protected] or call (210)383-5166.

Speakers

Mr. Rudy Gonzalez

Director, State & Local Tax Practice
Vaco

Credits

1.00 CPE
Basic

Method

group-live

Field

Business Management and Organization, Non-technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.