Episode Details

The tax profession offers a myriad of potential paths to a successful, satisfying and rewarding career. On this episode, listen in as Will Weatherford, CPA, Managing Director — Transaction Advisory Services, Forvis, and Teri Hanson, Managing Director — Alvarez & Marsal Tax, LLC, share their perspectives of what it's like to be in the mergers and acquisitions (M&A) tax niche from both a federal and state perspective.

What you'll learn in this episode

• A day in the life of an M&A tax professional (0:58)
• Steps when starting an engagement (4:20)
• Red flags and lessons learned (9:24)
• Saving the day (12:02)
• Reflections — past and future (16:31)
• Career drivers (17:14)
• Pages from Will and Teri's travel journals (21:18)

AICPA resources

• Salt Roadmap and Resource Center — Browse the reference library for the latest guidance and tools to address your state and local tax needs. Navigate to the interactive U.S. map to reference taxes imposed, tax rates, due dates, tax forms and more. View the SALT resources index for additional resources by topic.
• 2022 State Tax Nexus Guide — Learn about state tax nexus including the many types of nexus (affiliate, economic, click-through, cookie, etc.), the physical presence standard and more.
• 2022 State Tax Nexus Checklist — Access a comprehensive checklist about state tax nexus considerations involving income, franchise, sales and use taxes.
• 6 reasons an S corporation wouldn't need a PLR | Tax Section