Join us for our webcast, State and Local Tax Implications for AI Companies, the first session of our three-part series.

We’ll address the complex multi-jurisdictional tax landscape AI companies navigate when expanding beyond their home jurisdictions.

Topics include:

• Revenue sourcing challenges for AI products and services
• Nexus considerations for cloud-based AI operations
• Sales and use tax treatment of AI software and services
• Income, franchise, and gross receipts tax implications
• Tax implications of remote employees in AI companies
• State tax incentives for expanded data center operations

Matt Graham, JD, CPA, SALT Indirect Tax Senior Manager, Baker Tilly

Matt has provided consulting services since 2014. He regularly assists clients with state and local tax matters including audits, appeals, refund claims, voluntary disclosure, amnesty, private letter rulings, planning, structuring, tax incentives, nexus analysis, and sales taxability analysis.

Matt primarily focuses on technology, fintech, and blockchain companies, but he also works with a broad range of industries including manufacturing, construction, and financial services.

Additionally, Matt serves as the firm’s blockchain innovation team leader and focuses on how to stay ahead of the curve on blockchain technology, cryptocurrencies, and tokenized assets. He also teaches a graduate-level accounting class at Gonzaga University, which covers the role of blockchain technology in the greater business ecosystem.

Glenn Walsh, JD, CPA, Principal, Baker Tilly

Glenn has practiced public accounting since 1993. He assists clients with various state and local tax matters, including tax implications related to restructuring, mergers, and acquisitions. Glenn’s expertise includes state and local tax compliance, multi-state tax reviews, and due diligence. In addition, he advises private equity and corporate clients on state and local tax matters related to tax structuring and implementation strategies, including minimization of transfer taxes and work out provisions.

Prior to joining Moss Adams, Glenn managed state and local tax practices at Big Four and national firms.

Evan Krueger, CPA, Tax Manager, Baker Tilly

Evan consults with clients on an array of state and local tax issues, including sales tax, other indirect taxes, and state income/franchise tax. He serves clients across a variety of industries, including manufacturing, retail, energy, and technology. Evan also consults with clients on renewable energy credit matters and statutory and discretionary credits and incentives related to economic development activity such as job creation and retention, capital investment, and employee training.