San Antonio SALT Lunch & Learn - Hosted by Ryan

Event Summary

Agenda Overview:
Join us for an interactive session featuring two timely topics on state and local taxation and the evolving role of technology in tax functions. The event will begin with casual networking at 11:00 AM, followed by lunch at 11:30 AM. The formal program will start promptly at 12:00 PM.

Topic 1: Impacts of Federal Tax Reform and Funding of Social Programs on State and Local Taxation

Speakers: Argi O’Leary, Mark Nachbar
Duration: 50 minutes

Learning Objectives:

• Understand the Federal political, legislative, and administrative landscape and its impacts on state fiscal positions and tax policy.
• Identify emerging state tax policy and legislative trends.
• Review and analyze state tax legislative and regulatory developments impacting businesses.

Topic 2: The Future of Indirect Tax Expertise — Powered by AI

Speakers: Logan Hart, Matt Reynolds
Duration: 50 minutes

Learning Objectives:

• Explore how AI can capture and retain the analytical reasoning of seasoned tax professionals.
• Understand how technology can enhance knowledge transfer and efficiency for future tax teams.

CPE Credit: 2.0 hours

We encourage everyone to join TEI for access to resources and events that are limited to members! Please visit the TEI website for more information: https://join.tei.org/

CPE credit will be provided through TEI. No course pre-requisites; group in-person live delivery.

Weston Centre, East Pecan, Suite 2315 San Antonio

• Registration: 11:00 – 11:30 AM
• Lunch: 11:30 – 12:00 PM
• CPE: 12:00 - 2:00 PM

Speakers

ARGI O’LEARY is a principal in Ryan's NYC tax office and specializes in providing tax strategy and audit assistance, including tax issue negotiations and resolution, policy advice, and advocacy for all tax types.

MARK L. NACHBAR is a principal in Ryan's Downer's Grove office and focuses on providing multijurisdictional state and local tax consulting services to clients in a variety of industries.

LOGAN HART is a director in Ryan's Denver office. Logan specializes in the architecture and development of custom tax technology solutions for client’s indirect tax organizations. With extensive knowledge of data transformation, systems integration, and robotic process automation, Logan has a track record delivering solutions to improve and shorten business processes, ensure data integrity, and enhance integration of tax systems.

Parking

Attendees can park at the LAZ Parking Garage located in Ryan's Upper Garage located off Soledad Street. Ryan will provide validations for this garage. Guests information will be provided to Ryan prior to the event and guests will be sent a link with their access rights and instructions.