Date Start Date: 8/18/2026 Start Time: 8:30 AM End Time: 3:15 PM Location Walmart Headquarters 703 Associate Drive Purpose Building – 1st Floor – Opportunity Room Bentonville, AR 72716 Get Directions Contact Name: Tiffany Frazier Phone: (202) 484-5225 Email
Join industry tax peers to hear sessions covering important state tax updates and state tax issues nationally and in the Southeast States. Great opportunity to network with your Bentonville and surrounding area state and local tax peers.
Agenda Welcome & Introductions Patrick Reynolds, COST Karen DiNuzzo-Wright, Walmart Leonore Heavey, COST COST Policy State Tax Policy Matters Update COST advocacy update, including its tax burden study. Patrick Reynolds, COST Karen DiNuzzo-Wright, Walmart Current National Legislative Developments This session will recap salient developments from the 2026 state legislative sessions, with emphasis on the southeastern states. Matt Boch, Kutak Rock Pat O’Shea, PwC Discussion of State Tax Cases, Issues & Policy Matters to Watch This session will address Arkansas and other important state and local income tax cases, addressing key rulings that could impact your business. Matt Boch, Kutak Rock Jordan Goodman, Kilpatrick David Hughes, Kilpatrick Lunch & Networking Sourcing and Apportionment Issues for Both Sales Taxes & Income Taxes This presentation will compare sourcing of sales for transaction tax purposes with the sales factor apportionment for income tax. We will analyze the cost of performance standard with the various market based sourcing rules and the impact on transaction taxes and income taxes. Matt Boch, Kutak Rock Jordan Goodman, Kilpatrick David Hughes, Kilpatrick Practical AI for Improving SALT Operations and Outcomes AI is moving the SALT function from spreadsheets to automation, with potential benefits including AI-enabled tax determinations, completion of repeatable compliance tasks, automated workflows, and reconciliation tied to the general ledger. This session will discuss how to build a practical framework for identifying which parts of the SALT lifecycle are ready for AI-enabled automation while understanding the need for human review and controls. Jennifer Jensen, PwC Michael Corrales, PwC
Additional Information Registration Fee - $75.00 for COST Member Companies and $150.00 for non-COST Member Companies payable in advance of the meeting. Cancellations will only be accepted up to 5 business days before the event. If you cancel after 5 days prior, you will not be refunded. This seminar is open to tax professionals from COST member companies and industry tax professionals from non-COST member companies. Practitioners are not eligible to attend this seminar (except for those speaking or sponsoring). Dress for the meeting is business casual. CLE/CPE credit available.
