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Essential State and Local Tax Year-End Planning Strategies

Join us for an insightful webinar designed to help businesses and individuals navigate the complexities of state and local tax (SALT) planning as 2026 comes to a close.

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Building Tax Awareness: Key Concepts for Tax Understanding

Event Details

With the enhanced federal SALT deduction cap now subject to an income-based phasedown, and with states continuing to decide whether to conform to or decouple from federal changes, the decisions you make in the final weeks of the year matter more than usual.

Whether you’re a tax professional, business owner, or individual taxpayer, this session will equip you with the knowledge and tools needed to make informed decisions and maximize your state and local income tax and sales/use tax benefits before the year ends.

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Our panel will provide practical advice on optimizing tax positions, understanding how states are responding to recent federal legislative changes, and identifying opportunities for tax savings before year end. We’ll cover pass-through entity tax (PTET) elections and their interaction with the higher cap, multistate nexus and remote workforce exposure, and sales and use tax developments including taxability of digital goods and services, marketplace rules, compliance, and exemption certificate management.

Learning Objectives:

Analyze recent state and local tax law changes, including state conformity and decoupling responses to federal reforms and their implications for year-end planning.

Evaluate the interaction between the enhanced federal SALT deduction cap, its income-based phasedown, and pass-through entity tax elections when modeling 2026 outcomes.

Assess compliance requirements, nexus exposure, and filing deadlines for state and local income and sales and use taxes to avoid penalties and interest.

Explain strategies to capitalize on potential tax savings specific to state and local tax, including sales and use tax exposure and refund reviews, and the timing of payments and elections.

Featured Speakers

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Jim-Bartek_Web
James A. Bartek
Partner, Market Leader, State and Local Tax Services
Whippany, NJ
Jonathan-Weinberg_Web
Jonathan Weinberg
Principal
Los Angeles, CA
Aaron Balken
Aaron Balken
Principal
Bonnie Susmano
Bonnie Susmano
Senior Manager, State and Local Tax
Headshot for webinar
Breea Boylan, CPA
Tax Manager
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Continuing Education Credit

1 Credit in Tax

WithumSmith+Brown, PC 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 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.
Program Level: Overview Prerequisites: None Advanced Preparation: None Delivery Method: Group Internet-Based
For information regarding complaint and program cancellation policies, please contact our Withum Learning Department at [email protected].