Event Description
TEI Milwaukee – State & Local Tax Update
Hosted by Grant Thornton Advisors LLC
Tuesday, April 21, 2026
Location: Grant Thornton – Milwaukee Office (Associated Bank Building), 111 E. Kilbourn Avenue, Milwaukee, WI 53202, 2nd Floor conference rooms
Agenda
1:00 – 1:10 pm
Welcome & Opening Remarks
1:10 – 2:00 pm
OBBBA State Conformity: A Patchwork of Adoption and Decoupling
A state‑focused update on conformity and decoupling trends following OBBBA, highlighting key planning considerations and areas of divergence across major states.
2:00 – 2:15 pm
Break
2:15 – 3:05 pm
Beyond the Credit: Maximizing State & Local Incentive Opportunities
An overview of income, payroll, and investment‑based incentives, with practical insights on identifying, securing, and sustaining benefits throughout the incentive lifecycle.
3:05 – 3:20 pm
Break
3:20 – 4:10 pm
Audit Ready or Audit Exposed? Strengthening Sales Tax Defensibility
A practical discussion on common audit risk areas, documentation expectations, and strategies to improve sales tax defensibility in an increasingly data‑driven audit environment.
4:10 – 4:30 pm
Closing Remarks & Q&A
4:30 – 6:00 pm
Hosted Happy Hour
Immediately following the session, Grant Thornton will host a happy hour for attendees who wish to stay and network.