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Join Jeff Phang, Jeff Vesely and Robert Merten on day two of the California Lawyers Association’s 2023 Annual Meeting of the Tax Bar and Tax Policy Conference, when they will each speak on separate panels.

9:40 – 10:40 AM Sourcing Income from Passthrough Entities & Developments Since Metropoulos – Jeff Phang
This panel will focus on the interplay between the California personal income tax law and the tax law for entities in the context of sourcing income—namely, income derived from an ownership interest in a pass-through entity or the sale of that ownership interest.

10:50 – 11:50 AM California Litigation Update – Robert Merten
This panel brings together well-known speakers from the Franchise Tax Board, California Department of Tax and Fee Administration and private practice for a candid overview of the important developments of SALT litigation on a national and state level.

1:45 – 3:15 PM Substantial and Occasional Developments in Alternative Apportionment for Corporate Income Tax – Jeff Vesely
This panel will discuss California’s alternative apportionment rules with a focus on the Substantial and Occasional Sale rule.

For more information or to register, please visit the event page.

Please join Pillsbury partner Jeff Vesely at TEI’s 2023 Annual Conference – a 75th Anniversary Celebration in New York City. Jeff will be participating on a panel titled, “State Tax Policy: As Deficits Return Will the Tide Change?” This conference will take place October 22 – 25 at the New York Marriott Marquis Hotel.

In celebration of the 75th anniversary of the Annual Conference, TEI has organized several special events designed to give participants a quintessential New York experience, such as pizza and architectural tours. These will be held before the conference begins.

The Annual Conference will feature a comprehensive program with nearly 40 sessions focused on U.S. federal, international and state and local tax, as well as Canadian tax, financial reporting and corporate tax management issues. In addition to this high-value content, the event will offer multiple opportunities to meet and connect with your fellow in-house tax professionals during networking breaks and social functions, visit with sponsors and speakers in the exhibit halls and sponsor events, and enjoy everything New York City offers!

For more information, please visit the event page.

Join Carley Roberts and Evan Hamme during this upcoming SALT event. During the Forum, Carley will be part of a panel discussion on the application of the true object test and similar tests. Evan will appear on a panel looking at intercompany transactions and transfer pricing.

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