Blank Rome State + Local Tax partner Mitchell A. Newmark, of counsel Joshua M. Sivin, and associate Christopher M. Lash will serve as a speaker for the Tax Executives Institute (“TEI”) 2026 SALT Essentials Course, being held March 24 through May 21, 2026, as a series of 24 virtual sessions.

About the Program

TEI’s State and Local Tax (“SALT”) Essentials Course is designed to provide tax professionals with a strong foundation in the principles and practice of state and local taxation. Through interactive instruction, case studies, and discussion, participants will gain practical insights into the most pressing SALT issues facing corporations today.

Josh’s session, “SALT Mergers & Acquisitions: Key Considerations” will take place on Tuesday, May 19, from 11:00 a.m. to 12:30 p.m. EDT.

Other course sessions include:

  • Introduction to SALT: Why it Matters & Key Concepts
  • Constitutional Limitations on State Taxation
  • Nexus: Physical Presence vs. Economic Presence
  • Gross Receipts Taxes & Local Taxes
  • Corporate Income Tax Basics & Filing Requirements
  • Sales & Use Tax Fundamentals: Taxable Transactions (Sales)
  • State Conformity to Federal Tax Law and Base Adjustments
  • Sales & Use Tax: Nexus Revisited & Wayfair Impact (Sales)
  • Apportionment: Fundamentals, Allocation & Advanced Issues
  • Sales & Use Tax: Exemptions & Exemption Certificates (Sales)
  • Advanced Apportionment: Sales Factor & Alternative Methods
  • Sales & Use Tax: Sourcing Rules & Marketplace Facilitators (Sales)
  • Unitary Business Principle & Combined Reporting
  • Sales & Use Tax: Compliance & Technology Solutions (Sales)
  • State Taxation of Pass-Through Entities
  • Sales & Use Tax Audits & Best Practices (Sales)
  • State and Local Tax Credits & Incentives
  • Estimated Payments & Extensions in the State Context
  • Property Tax: Valuation, Assessment & Appeals
  • Unclaimed Property (Escheat): Overview & Compliance
  • State Employment Taxes & Remote Work Considerations
  • Digital Economy & Taxation of Services
  • State Tax Audits, Controversies & Future Trends

CPE credit is available.

For more information and to register, please visit the program’s webpage.