Events

12/12/19 “The State of State and Local Tax: Developments and Trends”

TEI New York Chapter’s 56th Annual Tax Symposium (New York City)
Presenter: Marc Simonetti

12/05/19 “SALT Tax Controversies: Why ‘winning’ isn’t the same for everyone”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenter: Carley Roberts & Marc Simonetti

12/05/19 “SALT Cross Pollination: U.S. and international approaches to taxing foreign source income”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Marc Simonetti & Evan Hamme

12/05/19 “Property and Transfer Tax Update, including split roll”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Craig Becker & Breann Robowski

12/05/19 “Market Based Sourcing: What’s happening at audit and appeal”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Annie Huang & Nicole Boutros

12/05/19 “Local and Gross Receipts Taxes: Including S.F., Fresno, and Oakland supermajority cases and OR CAT and Portland, OR clean energy surcharge”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Craig Becker, Richard Nielsen & Robert Merten III

12/05/19 “CDTFA: Best practices for sales/use tax audits and appeals”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Richard Nielsen & Mike Le

12/05/19 “California’s OTA: Friend or Foe?”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Annie Huang, Carley Roberts & Robert Merten III

12/04/19 - 12/06/19 “State and Local Tax Issues in Corporate M&A Transactions”

PLI's Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2019 (Los Angeles)
Presenter: Carley Roberts

10/29/19 “If You Don’t Know, Now You Know”

Paul J. Hartman State and Local Tax Forum (Nashville)
Presenter: Carley Roberts

10/25/19 “Market Based Sourcing”

Council on State Taxation’s 50th Annual Meeting (Washington, DC)
Presenter: Annie Huang

10/23/19 “U.S. and International Approaches to Taxing Foreign Source Income and Addressing Base Erosion”

Council on State Taxation’s 50th Annual Meeting (Washington, DC)
Presenter: Marc Simonetti

10/17/19 “SALT and the False Claims Act – You Might Be Surprised”

Cleveland Metropolitan Bar Association’s 62nd Annual Cleveland Tax Institute (Cleveland)
Presenter: Marc Simonetti

10/17/19 “Local Taxes and Recent Developments in Market-Based Sourcing”

Tax Executives Institute’s St. Louis Chapter Meeting (St. Louis)
Presenters: Carley Roberts, Robert P. Merten III

10/16/19 “Sales Tax: Transformation in Action”

TEI’s NY State & Local Chapter Meeting (New York)
Presenter: Marc Simonetti

10/02/19 “Ask the Experts – Practitioners Addressing Issues for Free”

Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
Panel Participant: Craig A. Becker

10/01/19 “Central or Local Assessment? Why It Matters and How to Take Advantage of Either Process”

Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
Presenter: Robert P. Merten III

10/01/19 “California – A Property Tax Nation unto Itself”

Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
Presenter: Craig A. Becker

10/01/19 “Best Practices for Getting Fair High-Tech Property Valuations”

Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
Presenter: Breann E. Robowski

09/26/19 Overview of Current Trends in Income and Sales Tax

TEI Westchester-Fairfield Chapter's Kickoff Luncheon (Darien, Conn.)
Presenters: Marc Simonetti, Nicole Boutros

09/17/19 “Proposition 13 as it Currently Applies to Refineries & the Future of Proposition 13”

Western States Petroleum Association’s Property Tax Educational Forum (Oxnard, Calif.)
Presenter: Breann E. Robowski

07/28/19 “You Can’t Get There From Here: Challenges at the Intersection of Statute Law and Appraisal of Complex Properties”

Appraisal for Ad Valorem Taxation 49th Annual Public Utilities Conference (Wichita, Kansas)
Presenter: Breann E. Robowski

07/23/19 Ask the Experts Panel

Council on State Taxation’s State and Local Tax Workshop for the Tech Industry 2019 (Foster City, Calif.)
Panel Participant: Jeffrey M. Vesely

07/23/19 “Market-Based Sourcing for Tech Companies: Identifying ‘Customers’ and Locating Their ‘Benefits'”

Council on State Taxation’s State and Local Tax Workshop for the Tech Industry 2019 (Foster City, Calif.)
Presenter: Marc A. Simonetti

07/23/19 “Beware of the Locals – They Might Take You By Surprise”

Council on State Taxation’s State and Local Tax Workshop for the Tech Industry 2019 (Foster City, Calif.)
Presenter: Carley Roberts

07/23/19 “All Things Property Tax for Tech Companies”

Council on State Taxation’s State and Local Tax Workshop for the Tech Industry 2019 (Foster City, Calif.)
Presenter: Craig A. Becker

06/26/19 “‘Deal or No Deal’: A Hitchhiker’s Guide to Navigating the Implications of a Purchase Price Allocation”

Institute for Professionals in Taxation’s 43rd Annual Conference (San Antonio, Texas)
Presenter: Breann Robowski

06/04/19 “Understanding the Concepts of Apportionment & Sourcing”

COST Forum on U.S. State and Local Taxes for European Companies (London)
Presenter: Jeff Vesely

06/04/19 “U.S. Constitutional Limitations on State Taxation”

COST Forum on U.S. State and Local Taxes for European Companies (London)
Presenter: Annie Huang

05/14/19 California Municipal Gross Receipts Taxes

Palo Alto Chamber Business Connections Group event (Palo Alto, Calif.)
Presenter: Craig A. Becker

05/01/19 “The Taxation of Section 965 Deemed Repatriation”

COST’s Spring Audit Session & Income Tax Conference 2019 (Denver)
Presenter: Carley Roberts

04/25/19 “Trends and Developments”

American Petroleum Institute’s Annual State & Local Income & Franchise Tax Meeting (San Ramon, Calif.)
Presenters: Carley Roberts and Robert Merten

03/26/19 “California Law: The Case of the Overburdened Taxpayer”

California Taxpayers Association (Sacramento, Calif.)
Presenter: Carley Roberts

03/12/19 “The Changing Controversy Landscape – Defending False Claims Act and Qui Tam Lawsuits”

Practising Law Institute’s Hot Topics in State and Local Tax 2019 (New York)
Presenter: Marc Simonetti

03/07/19 State Income Tax Issues

TEI’s Los Angeles Chapter Mergers & Acquisitions Seminar (Los Angeles)
Presenter: Evan Hamme

03/05/19 The State of State and Local Taxes

TEI's New York Chapter State and Local Chapter Meeting (New York)
Presenters: Carley Roberts, Marc Simonetti and Annie Huang

02/27/19 “State Tax Updates and What’s in Store for 2019”

Tax Executives Institute’s Fort Worth Chapter Luncheon (Fort Worth, Texas)
Presenter: Nicole Boutros

02/26/19 “Wayfair – Interactive Panel Discussion on Its Implications and the States’ Reactions”

Council on State Taxation’s Sales Tax Conference & Audit Session 2019
Presenter: Marc A. Simonetti

02/20/19 “The Small Business Exception to the Parent-Child Change in Ownership Exclusion”

Eagle Lodge West’s 2019 Conference (Santa Rosa, Calif.)
Presenter: Breann Robowski

02/10/19 “Debt-Related Considerations Arising from the Federal Tax Cuts and Jobs Act”

2019 National Multistate Tax Symposium (Bay Lake, Fla.)
Presenter: Carley Roberts

02/08/19 “Income Tax – TCJA and Other SALT Matters”

Tax Executives Institute’s New England Chapter Meeting
Presenters: Marc A. Simonetti and Jeffrey M. Vesely

02/08/19 “Debt-related considerations arising from the federal Tax Cuts and Jobs Act”

National Multistate Tax Symposium 2019 (Bay Lake, FL)
Presenter: Carley Roberts

01/29/19 “Federal-State Tax Conformity after the TCJA”

Tax Policy Center’s How Are States Responding to the Tax Cuts and Jobs Act? Conference (Washington, DC)
Presenter: Carley Roberts

12/06/18 “State Tax Roundup: Significant State and Local Developments States’ Reaction to Wayfair and Federal Tax Reform”

Tax Executives Institute’s New York Chapter Meeting (New York)
Presenter: Marc A. Simonetti

11/16/18 “Federal Tax Changes Rocking the SALT Landscape”

Tax Executives Institute’s New Jersey All Day Seminar (Randolph, New Jersey)
Presenters: Carley Roberts and Marc A. Simonetti

11/12/18 California Update

Financial Institutions State Tax Coalition Annual Meeting 2018 (Las Vegas)
Presenter: Jeffrey M. Vesely

11/06/18 “Top Trends in State Income and Indirect Taxes”

Tax Executives Institute’s Atlanta Chapter Luncheon Meeting (Atlanta)
Presenters: Carley Roberts and Nicole Boutros

10/23/18 California and Arizona Updates

Council On State Taxation’s 49th Annual Meeting (Phoenix)
Presenters: Annie H. Huang, Jeffrey M. Vesely, Jessica N. Allen, and Mike Le

10/23/18 “Online Marketplace Operators – The Latest Sales Tax Target”

Council On State Taxation’s 49th Annual Meeting (Phoenix)
Presenter: Carley Roberts

10/23/18 “California’s New Office of Tax Appeals – A Review of its First Year.”

Council On State Taxation’s 49th Annual Meeting (Phoenix)
Presenter: Jeffrey M. Vesely

08/14/18 “Just Want the Basics (or a Refresher) – Valuation Issues for the Beginner.”

Council on State Taxation’s Property Tax Workshop 2018 (Dallas)
Presenter: Craig Becker

08/14/18 “Don’t Let the Assessor Commingle Your Property – Strategies to Separate Personal Property from Real Property.”

Council on State Taxation’s Property Tax Workshop 2018 (Dallas)
Presenter: Breann E. Robowski

08/14/18 “Communications Companies – Voice & Data Property Tax Issues.”

Council on State Taxation’s Property Tax Workshop 2018 (Dallas)
Presenter: Robert P. Merten III

07/31/18 “Life in the Fast Lane… New Rules of the Road for Internet Regulation: How Do Changes in Net Neutrality Impact Property Taxes?”

Center for Management Development’s 48th Annual Taxation Conference Appraisal for Ad Valorem Taxation Conference 2018 (Wichita, Kansas)
Presenter: Breann E. Robowski

04/27/18 “Current State Tax Developments in California and Other Western States”

Tax Executives Institute’s Denver Chapter Meeting (Denver)
Presenters: Robert P. Merten III and Eric Coffill

04/20/18 “State Tax Tribunals – Perspectives from Both Sides of the Bench”

Council on State Taxation’s Income Tax Conference 2018 (Boston)
Presenter: Carley Roberts

04/13/18 “Sales Taxation of Digital Commerce in the United States”

American Bar Association’s 18th Annual Tax Planning Strategies U.S. and Europe Conference (Amsterdam)
Presenter: Richard E. Nielsen

02/07/18 “Planning for Future State Taxation Regimes – and the ‘Future State’”

Deloitte’s National Multistate Tax Symposium 2018 (Orlando)
Presenter: Marc A. Simonetti

12/05/17 “Sharing is Caring: The Implications of Increased Information Sharing by Revenue Authorities.”

Tax Executives Institute’s Silicon Valley Chapter SALT Conference (San Francisco)
Presenter: Marc A. Simonetti

12/05/17 “Property Tax Disputes – Best Practices.”

Tax Executives Institute’s Silicon Valley Chapter SALT Conference (San Francisco)
Presenter: Robert P. Merten III

12/05/17 “California’s Department of Taxation & Fee Administration and Office of Tax Appeals: What Now?”

Tax Executives Institute’s Silicon Valley Chapter SALT Conference (San Francisco)
Presenters: Carley Roberts and Eric Coffill

11/02/17 “Home Again, Home Again, Jiggity Jig – Market-Based Sourcing Rule Updates.”

California Tax Bar and California Tax Policy Conference Annual Meeting 2017 (Carlsbad, Calif.)
Presenter: Annie H. Huang

10/17/17 “State and Local Income Tax Litigation – Cases Not to Miss”

Tax Executives Institute’s Dallas SALT Day Program (Dallas)
Presenter: Carley Roberts

10/17/17 “Sales and Use Tax Update”

Tax Executives Institute’s Dallas SALT Day Program (Dallas)
Presenter: Carley Roberts

09/29/17 “California Dreamin’ – Handling Property Tax Issues in the Golden State”

Council on State Taxation’s Property Tax Workshop 2017 (Oak Brook, Illinois)
Presenter: Richard E. Nielsen

09/28/17 “Just Want the Basics (or a Refresher) – Valuation Issues for the Beginner.”

Council on State Taxation’s Property Tax Workshop 2017 (Oak Brook, Illinois)
Presenter: Craig A. Becker

09/28/17 “Don’t Let the Assessor Commingle Your Property – Strategies to Separate Personal Property from Real Property.”

Council on State Taxation’s Property Tax Workshop 2017 (Oak Brook, Illinois)
Presenter: Breann E. Robowski

06/19/17 “What’s New on the Horizon with State and Local Tax Controversy? Case Developments and Updates.”

Tax Executives Institute’s Los Angeles SALT Seminar (Los Angeles)
Presenter: Carley Roberts

06/18/17 “Back to the Future of Federal Tax Reform? The State Tax Implications”

Tax Executives Institute’s Region IX & X Annual Conference
Presenter: Robert P. Merten III

06/17/17 “Spicy Hot SALT – Hot Topics Discussion”

Sacramento County Bar Association Tax Law Section’s 4th Annual Tax Symposium (Sacramento, Calif.)
Presenter: Carley Roberts

06/08/17 “Discussion of State Tax Cases and Issues”

Council on State Taxation’s Mid-Atlantic Regional State Tax Seminar (McLean, Virginia)
Presenter: Carley Roberts

06/08/17 “Alternative Apportionment – Including Market-Based Sourcing”

Council on State Taxation’s Mid-Atlantic Regional State Tax Seminar (McLean, Virginia)
Presenter: Carley Roberts

06/05/17 “The Risks of Over Collecting and Under Collecting Sales Tax – False Claims Act and Class Action Litigation”

Tax Executives Institute’s Region II Tax Forum 2017 (Atlantic City, New Jersey)
Presenter: Carley Roberts

06/05/17 “State and Local Income Tax Controversies”

Tax Executives Institute’s Region II Tax Forum 2017 (Atlantic City, New Jersey)
Presenter: Marc A. Simonetti

06/03/17 “Overcoming the Challenges of State Tax Audit Management”

Tax Executives Institute’s Audits & Appeals Seminar (Seattle)
Presenter: Carley Roberts

05/19/17 “An Update on State Tax Considerations of Partnerships and Other Pass-Through Entities”

Tax Executives Institute’s Los Angeles SALT Seminar (Los Angeles)
Presenter: Carley Roberts

05/12/17 “Cases, Issues and Policies to Watch”

Tax Executives Institute’s State Sales Tax Litigation Outlook 2017
Presenter: Marc A. Simonetti

05/11/17 “Articles 9A Rules/Implementation”

The Business Council’s Annual Conference on State Taxation 2017
Presenter: Marc A. Simonetti

05/03/17 “Managing State and Local Tax Controversies”

Tax Executives Institute’s Audits & Appeals Seminar (Seattle)
Presenter: Marc A. Simonetti

03/30/17 “Recent Developments in Alternative Apportionment, Market-Based Sourcing and Related Issues”

Council on State Taxation’s California & Pacific Northwest Regional State Tax Seminar
Presenter: Annie H. Huang

03/30/17 “Discussion of State Tax Cases, Issues and Policy Matters to Watch”

Council on State Taxation’s California & Pacific Northwest Regional State Tax Seminar
Presenter: Annie H. Huang

02/02/17 “Convergence of State, Federal, & International Taxes: Couple or Decouple?”

Deloitte’s National Multistate Tax Symposium 2017 (Orlando)
Presenter: Marc A. Simonetti

12/12/16 “Understanding the State Tax Controversy Lifecycle”

Tax Executives Institute’s Columbus Chapter Meeting (Columbus, Ohio)
Presenter: Robert P. Merten III

12/08/16 “Identifying and Valuing Intangible Assets for Property Tax Purposes”

Duff & Phelps’ Intellectual Property Value Summit (Half Moon Bay, Calif.)
Presenter: Breann E. Robowski

11/29/16 Multistate Tax Update

New Jersey Society of Certified Public Accountants’ Multistate Tax Conference (New Jersey)
Presenter: Marc A. Simonetti

11/09/16 “The Changing State and Local Tax Landscape – Counsel’s Perspective”

Tax Executives Institute’s New York State and Local Chapter Meeting (New York)
Presenter: Marc A. Simonetti

07/25/16 “The Intangibles Merry-Go-Round”

Center for Management Development’s 46th Annual Taxation Conference on Appraisal for Ad Valorem Taxation of Communications, Energy and Transportation Properties (Wichita, Kansas)
Presenter: Breann E. Robowski

06/29/16 “Discussion of State Tax Cases, Issues and Policy Matters to Watch”

COST Pacific Southwest Regional State Tax Seminar - Jun. 2016 (Los Angeles)
Presenters: Annie H. Huang, Kerne H.O. Matsubara, and Michael J. Cataldo

06/29/16 “Alternative Apportionment and Forced Combination”

COST Pacific Southwest Regional State Tax Seminar - Jun. 2016 (Los Angeles)
Presenters: Annie H. Huang and Kerne H.O. Matsubara

06/13/16 “The Year in Review – Top Cases”

Institute for Professionals in Taxation’s Annual Conference (Traverse City, Mich.)
Presenter: Carley Roberts

06/13/16 “Meeting the Tax Controversy Needs of In-House State Tax Professionals”

Tax Executives Institute’s Audits & Appeals Seminar (Boston)
Presenter: Marc A. Simonetti

06/13/16 “Best Practices for Protests and Litigation”

Tax Executives Institute’s Audits & Appeals Seminar (Boston)
Presenter: Carley Roberts

06/09/16 “NYS Corporate Tax Reform– Implementation and Compliance”

The Business Council’s NYS Corporate Tax Reform– Implementation and Compliance (New York)
Presenter: Marc A. Simonetti

05/25/16 “Underwriting A Tax Credit Transaction”

25th Annual Meeting of the Forum on Affordable Housing and Community Development Law (Washington, DC)
Presenter: James M. Grosser

05/13/16 “The Most Important State and Local Tax Litigation”

Tax Executives Institute’s New Jersey Chapter’s All-Day Spring Seminar (New Jersey)
Presenter: Marc A. Simonetti

04/19/16 Arizona and California Updates

COST 2016 Spring Audit Session/Income Tax Conference (Asheville, North Carolina)
Presenters: Annie H. Huang, Jeffrey M. Vesely, Kerne Matsubara, and Mike Cataldo

04/19/16 “Defuse the Ticking Time Bombs”

COST 2016 Spring Audit Session/Income Tax Conference (Asheville, North Carolina)
Presenter: Jeffrey M. Vesely

02/29/16 “Law & Order: Taxpayer Unit”

90th Annual California Taxpayers Association Meeting (Sacramento, Calif.)
Presenter: Jeffrey M. Vesely

02/03/16 “Indirect/Sales/Use and Gross Receipts Taxation—A Practical Approach for Managing Risk and Controversy Both Pre-and-Post Audit Assessment”

Deloitte’s 2016 National Multistate Tax Symposium (Orlando)
Presenter: Marc A. Simonetti

02/03/16 “Discussion of State Tax Cases, Issues and Policy Matters to Watch”

COST 2016 Pacific Southwest Regional State Tax Seminar (Phoenix)
Presenters: Annie H. Huang, Kerne Matsubara, and Mike Cataldo

02/03/16 “Alternative Apportionment Developments”

COST 2016 Pacific Southwest Regional State Tax Seminar (Phoenix)
Presenters: Annie H. Huang and Kerne Matsubara

01/14/16 “Top 10 Legislative and Litigation Issues To Watch For In 2016”

COST Property Tax Workshop (San Antonio, Texas)
Presenter: Richard E. Nielsen

01/14/16 “Issues Out West – Prop 13 – What Does the Future Hold?”

COST Property Tax Workshop (San Antonio, Texas)
Presenter: Craig A. Becker

11/04/15 “I Swear It Wasn’t Willful Neglect! Making the Case for Penalty Abatement in California”

2015 Annual Meeting of the California Tax Bar and California Tax Policy Conference (La Jolla, Calif.)
Presenter: Annie H. Huang

10/27/15 “What the ‘L’?, Local Taxes”

22nd Annual Paul J. Hartman State & Local Tax Forum (Nashville, Tenn.)
Presenter: Jeffrey M. Vesely

10/20/15 “Hidden Taxes and Fees”

COST 46th Annual Meeting/Fall Audit Session (Chicago)
Presenter: Jeffrey M. Vesely

09/16/15 “Discussion of State Tax Cases, Issues, and Policy Matters to Watch”

Tax Executives Institute—San Diego Chapter State & Local Tax Seminar (San Diego, Calif.)
Presenters: Annie H. Huang, Kerne Matsubara, and Mike Cataldo

05/06/15 “Key California Developments”

Tax Executives Institute - Orange County Chapter State & Local Tax Day (Orange County, Calif.)
Presenters: Annie H. Huang and Kerne Matsubara

04/21/15 “The MTC ALAS Project and the Growing Interest in Transfer Pricing at the State and Local Level”

COST 2015 Spring Audit Session/Income Tax Conference (Memphis, Tenn.)
Presenter: Jeffrey M. Vesely

02/23/15 “Are You Paying Too Much Tax? Drafting Contracts to Minimize Taxes (Including the Potential Impact of International Taxes)”

COST 2015 Sales Tax Conference & Audit Session (Orlando, Florida)
Presenter: Jeffrey M. Vesely

02/19/15 “Alternative Apportionment Developments”

COST Pacific Southwest Regional State Tax Seminar - Feb. 2015 (Phoenix)
Presenters: Annie H. Huang and Jeffrey M. Vesely

02/04/15 “Credit & Incentive Influx: Getting and Retaining What You Bargained For”

The 2015 National Multistate Tax Symposium: Navigating State Taxation in a Global Environment (Lake Buena Vista, Florida)
Presenter: Jeffrey M. Vesely

11/13/14 California Update

Financial Institutions State Tax Coalition Annual Meeting (New York)
Presenter: Jeffrey M. Vesely

11/07/14 “We’re Here to Help! Legislation, Policy and Review: The Guide to California Tax Agency Legislative Analysis, Rulemaking and Administrative Guidance”

2014 Annual Meeting of the California Tax Bar & the California Tax Policy Conference (Coronado, Calif.)
Presenter: Annie H. Huang

11/07/14 “Seeking Apportionment for a Fair Reflection of Business Activity? Which is the Fairest of Them All?”

2014 Annual Meeting of the California Tax Bar & the California Tax Policy Conference (Coronado, Calif.)
Presenter: Jeffrey M. Vesely

10/19/14 “Due Process Has Gotten Its Groove Back: The Re-Emergence of Due Process Challenges”

COST 45th Annual Meeting/Fall Audit Session (Hollywood, Florida)
Presenter: Jeffrey M. Vesely

08/07/14 “Wrap Up & Summary of Key Discussions”

COST California & Pacific Southwest Regional State Tax Seminar (Aliso Viejo, Calif.)
Presenter: Jeffrey M. Vesely

08/07/14 “Latest Developments in California and Other States’ Research and Development Credits”

COST California & Pacific Southwest Regional State Tax Seminar (Aliso Viejo, Calif.)
Presenters: Annie H. Huang, Jeffrey M. Vesely, and Mike Cataldo

08/07/14 “Discussion of State Tax Cases, Issues and Policy Matters to Watch”

COST California & Pacific Southwest Regional State Tax Seminar (Aliso Viejo, Calif.)
Presenters: Annie H. Huang and Kerne Matsubara

04/27/14 “Litigation and Legislation – West of the Mississippi”

COST 2014 Spring Audit Session/Income Tax Conference (Colorado Springs, Col.)
Presenter: Annie H. Huang

02/25/14 “Legislation and Litigation Update in the Western United States”

COST 2014 Sales Tax Conference and Audit Session (Dallas, Texas)
Presenter: Jeffrey M. Vesely

10/23/13 “Debt Pushdowns and Interest Allocations”

COST 2013 44th Annual Meeting (Chandler, Arizona)
Presenter: Jeffrey M. Vesely

06/20/13 Legislative & Judicial Update

Tax & Financial Executive Study Group Meeting (San Francisco, Calif.)
Presenter: Jeffrey M. Vesely

05/21/13 “Dealing with Debt in Related Entities”

COST 2013 Spring Audit Session / Income Tax Conference (New Orleans)
Presenter: Jeffrey M. Vesely

02/26/13 “Legislation and Litigation Update in the Western United States”

COST 2013 Sales Tax Conference and Audit Session (Washington, DC)
Presenter: Jeffrey M. Vesely

11/02/12 “Successfully negotiating a State Tax Settlement – Even in This Economy”

2012 Annual Meeting of the California Tax Bar & California Tax Policy Conference (Coronado, Calif.)
Presenter: Jeffrey M. Vesely

11/02/12 “Current Developments in Corporate Taxation”

2012 Annual Meeting of the California Tax Bar & California Tax Policy Conference (Coronado, Calif.)
Presenter: Julie A. Divola

08/07/12 “Current Trends in Alternative Apportionment”

The Georgetown Advanced State and Local Tax Institute (Washington, DC)
Presenter: Jeffrey M. Vesely

07/10/12 “Discussion of State Tax Cases and Issues to Watch in 2012 and Beyond”

COST 2012 Pacific Northwest Regional State Tax Seminar (San Francisco, Calif.)
Presenters: Annie H. Huang and Jeffrey M. Vesely

07/10/12 “Current Developments in the Pacific Northwest States and Certain Other Significant States Around the Country”

COST 2012 Pacific Northwest Regional State Tax Seminar (San Francisco, Calif.)
Presenters: Annie H. Huang and Kerne Matsubara

06/16/12 “Who Knows What? Anticipating the Effects of State Information Sharing Agreements”

COST 2012 Spring Audit Session and Income Tax Conference, and State Income Tax Financial Reporting Workshop (San Diego, Calif.)
Presenter: Jeffrey M. Vesely