See Reed Smith State Tax Team members David Dorner and Michael Rato speak on the following topics:
Counsel, Michael Rato - Whistleblowers and Consumers Strike Back: Navigating Sales Tax FCA Litigation and Class Action Lawsuits | Tuesday, September 29th | 1:00 - 2:00 p.m.
This presentation explores the emerging risks and litigation trends facing businesses under state False Claims Act (FCA) and consumer class actions arising from alleged improper sales tax collection. Attendees will gain practical insights into the procedural distinctions, key players, and common defenses relevant to these claims, as well as an overview of where such actions may be brought and the types of damages at stake. The session will also provide participants with actionable strategies for mitigating risk and improving recordkeeping to defend against future FCA and class action challenges.
Partner, David Dorner - Sales and Use Tax Issues During the M&A Process: Due Diligence, Exemptions, and Transaction Planning | Tuesday, September 29th | 2:15 - 3:15 p.m.
This session provides an examination of the state and local sales and use tax issues that arise during mergers, acquisitions, and divestitures. The session covers key topics including transaction structure analysis (asset sales, stock acquisitions, statutory mergers, etc.), the identification of available exemptions and exclusions, bulk sale notification requirements and successor liability, the state tax professional's role in due diligence and drafting transaction documents, and post-transaction planning considerations. Through practical examples and interactive discussion, attendees will gain the knowledge needed to identify and mitigate sales/use tax risks and capitalize on planning opportunities throughout the M&A process.
