Accounting & Tax

State & Local Tax (SALT): real opportunities from recent company news

kelvy reads company news and scores each event against the services a State & Local Tax (SALT) practice sells. These are real events from a sample of public companies, scored 4 or 5 out of 5.

  1. 5Eli Lilly and Company2 days ago

    Eli Lilly Breaks Ground on Houston Manufacturing Site

    Eli Lilly broke ground on a manufacturing site in Houston. The facility is one of ten U.S. manufacturing sites the company has announced since 2020.

    Credits & Incentives Negotiation

    Texas tax commitments need compliance tracking as Houston hiring ramps

    A new manufacturing site triggers job-creation and capex commitments tied to state/local tax breaks, so Lilly must document and meet compliance deadlines to avoid clawbacks.

  2. 5Ford Motor Company15 days ago

    Ford to Invest $1B in New Paint Shop at Kentucky Truck Plant

    Ford Motor announced Thursday a $1 billion investment to build a new paint shop at its Kentucky Truck Plant, which Ford has called its most important and profitable plant globally. The plant produces the automaker's large F-250 to F-550 Super Duty trucks and Ford Expedition and Lincoln Navigator SUVs.

    Indirect Tax Recovery / Reverse Audit

    Finance must reconcile equipment invoices for the $1B Kentucky paint shop before tax filings close

    A $1B paint shop build will generate significant equipment and construction purchases, and sales/use tax overpayments on those purchases can be recovered through a reverse audit.

  3. 5Eli Lilly and Company2 months ago

    Eli Lilly Advances $6.5B Houston Drug-Manufacturing Plant Expansion

    Eli Lilly is moving forward with a $6.5 billion manufacturing plant in Houston, signaling continued scale-up of its U.S. biopharma production footprint. The investment is likely to create new opportunities for vendors and service providers across construction, engineering, GMP compliance, and downstream supply-chain and tax advisory needs tied to major capital projects.

    Credits & Incentives Negotiation

    Lilly must assess Houston project incentives before major construction commitments are finalized

    The Houston plant represents a major facility investment, and incentive terms can affect the project’s state and local tax economics.

  4. 4Ford Motor Company15 days ago

    Ford to invest in Louisville, Kentucky truck plant for Fathom EV truck

    Ford Motor Co. is upgrading its Louisville, Kentucky truck plant to prepare for production of a new Fathom EV truck. The source headline cites a $1 billion investment, while the linked Fox Business video headline describes a $2 billion makeover; no additional timing or production details were provided.

    Indirect Tax Recovery / Reverse Audit

    Ford’s finance team should review Louisville plant purchases for recoverable sales tax

    The plant upgrade involves substantial equipment and construction purchases that may contain recoverable sales tax.

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