SeeSALT Blog| 04/30/24 - 05/03/24 |
“Border Crossings: State Tax Complexities for Multinational Businesses”
COST's 2024 Spring Conference (Cambridge, MA)
|
| 04/30/24 - 05/03/24 |
“Big Gain Hunting”
COST's 2024 Spring Conference (Cambridge, MA)
|
| 03/17/24 - 03/20/24 |
“Local Tax Update”
TEI's 2024 Midyear Conference (Washington, D.C.)
|
| 03/12/24 |
“Another Year of Change: State (and Federal/International) Tax Reform”
PLI's Hot Topics in State and Local Tax 2024 (New York, NY)
|
| 03/12/24 - 03/13/24 |
“The Annual Big Easy Brawl”
2024 ABA-IPT Advanced Sales and Use Tax Seminar (New Orleans, LA)
|
| 12/13/23 |
“The Sales Taxation of Digital Goods and Services”
COST's State Indirect Tax Seminar (Atlanta, GA)
|
| 12/13/23 |
“Property Tax Litigation and Legislation Issues”
COST's State Indirect Tax Seminar (Atlanta, GA)
|
| 12/13/23 |
“Discussion of State Tax Cases, Issues & Policy Matters to Watch”
COST's State Indirect Tax Seminar (Atlanta, GA)
|
| 12/13/23 |
“Defending Your Position: Best Practices for Handling Indirect Tax Appeals/Disputes”
COST's State Indirect Tax Seminar (Atlanta, GA)
|
| 12/06/23 |
“State and Local Non-Income Taxes – What You Need to Know Including Franchise Taxes, Gross Receipts and Local Taxes”
60th Annual TEI New York Chapter Tax Symposium (New York, NY)
|
| 11/01/23 - 11/03/23 |
“Substantial and Occasional Developments in Alternative Apportionment for Corporate Income Tax”
2023 Annual Meeting of the Tax Bar and Tax Policy Conference (Palm Springs, CA)
|
| 11/01/23 - 11/03/23 |
“Sourcing Income from Passthrough Entities & Developments Since Metropoulos”
2023 Annual Meeting of the Tax Bar and Tax Policy Conference (Palm Springs, CA)
|
| 11/01/23 - 11/03/23 |
“California Litigation Update”
2023 Annual Meeting of the Tax Bar and Tax Policy Conference (Palm Springs, CA)
|
| 10/23/23 - 10/25/23 |
“Yours, Mine and Ours: Intercompany Transactions and Transfer Pricing”
30th Annual Paul J. Hartman State and Local Tax Forum (Nashville, TN)
|
| 10/23/23 - 10/25/23 |
“What Exactly Did I Purchase? The True Object and Similar Tests”
30th Annual Paul J. Hartman State and Local Tax Forum (Nashville, TN)
|
| 10/22/23 - 10/25/23 |
“State Tax Policy: As Deficits Return Will the Tide Change?”
TEI's 2023 Annual Conference (New York, NY)
|
| 10/17/23 - 10/20/23 |
“The Sales Taxation of Digital Products”
COST's 54th Annual Meeting (Las Vegas, NV)
|
| 10/17/23 - 10/20/23 |
“On What Basis? Identifying and Calculating Tax Base Differences Between Federal and State Asset Basis”
COST's 54th Annual Meeting (Las Vegas, NV)
|
| 10/17/23 - 10/20/23 |
“Foreign Factor Representation”
COST's 54th Annual Meeting (Las Vegas, NV)
|
| 07/23/23 - 07/27/23 |
“Legal Update – Legislative Lightning Round”
Wichita Property Tax Conference (Wichita, KS)
|
| 07/16/23 - 07/19/23 |
“Recent Trends in Receipts Factor Sourcing”
2023 SEATA Annual Conference (Little Rock, AR)
|
| 06/12/23 - 06/15/23 |
“Comprehensive Income Tax”
2023 Summer Tax Institute (Davis, CA)
|
| 05/17/23 |
“SALT Panel – Legislative Developments, Litigation Updates, Big Gain, MTC Projects to Watch”
Wall Street Tax Association 2023 Spring Tax Conference (New York, NY)
|
| 05/07/23 - 05/11/23 |
“Filing Methodologies”
2023 COST Intermediate/Advanced State Income Tax School (DFW Airport, TX)
|
| 05/03/23 |
“State Tax Legislative & Judicial Updates – National”
COST/CTC Mid-West Regional State Tax Seminar (Rolling Meadows, IL)
|
| 05/03/23 |
“California Tax Matters: Property, Transfer, and Local Taxes”
COST/CTC Mid-West Regional State Tax Seminar (Rolling Meadows, IL)
|
| 04/24/23 - 04/27/23 |
“The Top State Corporate Income Tax Issues in 2023”
2023 COST Income Tax Conference (New Orleans, LA)
|
| 04/19/23 |
“SALT West Coast Developments: California, Oregon, Washington, New Mexico”
TEI NY Chapter SALT Meeting (New York, NY)
|
| 04/19/23 |
“SALT Legislative Trends for 2023: Digital Advertising Taxes, Market Sourcing, GILTI Expansion, Pillar 2 Impact
TEI NY Chapter SALT Meeting (New York, NY)
|
| 04/19/23 |
“SALT Cases Impacting the Landscape: Group Composition, Intercompany Transactions, Sourcing, Alternative Apportionment”
TEI NY Chapter SALT Meeting (New York, NY)
|
| 03/22/23 - 03/24/23 |
“Taxation of the Digital World”
CalTax 97th Annual Meeting (Sacramento, CA)
|
| 03/19/23 - 03/22/23 |
“Can’t Hardly Wait – SALT Issues Related to Digital Services”
TEI 73rd Midyear Conference (Washington, D.C.)
|
| 03/16/23 - 03/17/23 |
“Hot Topics in Property Tax: A Nationwide Survey”
2023 ABA/IPT Advanced Property Tax Seminar (New Orleans, LA)
|
| 03/13/23 - 03/14/23 |
“The Income Tax Nexus Battle: Is PL 86-272 dead or dying?”
2023 ABA/IPT Advanced State Income Tax Seminar (New Orleans, LA)
|
| 02/21/23 - 02/24/23 |
“Dealing with Local Taxes: Avoiding Purgatory”
2023 COST Sales Tax Conference (Denver, CO)
|
| 02/08/23 - 02/10/23 |
“Pass-through Entities: Multistate Tax Twists and Turns”
2023 National Multistate Tax Symposium (Lake Buena Vista, FL)
|
| 12/12/22 - 12/13/22 |
“Evaluating Formulary Apportionment of State Corporate Income Tax”
NYU SALT Institute (New York, NY)
|
| 12/07/22 - 12/09/22 |
“California Property Tax – Legal Update”
2022 California Alliance of Taxpayer Advocates Annual Conference (Laguna Niguel, CA)
|
| 11/16/22 |
“Taxation of Remote Workers after COVID”
New England State and Local Tax Forum (Newton, MA)
|
| 11/11/22 - 11/12/22 |
“Let the Countdown Begin! 2022’s Noteworthy SALT Cases”
2022 National Association of State Bar Tax Sections Annual Conference (Austin, TX)
|
| 11/02/22 - 11/04/22 |
“California Litigation Update”
2022 Annual Meeting of the Tax Bar and Tax Policy Conference (San Diego, CA)
|
| 10/24/22 - 10/27/22 |
“Issues with Sales Taxation of Digital Business Inputs”
COST's 53rd Annual Meeting (Orlando, FL)
|
| 10/24/22 - 10/27/22 |
“How to do SALT in 2022 and Beyond”
COST's 53rd Annual Meeting (Orlando, FL)
|
| 10/23/22 - 10/26/22 |
“SALT Considerations During an Economic Slowdown”
TEI's 77th Annual Conference (Scottsdale, AZ)
|
| 10/19/22 - 10/21/22 |
“Market Sourcing and Factor Presence Nexus Trends”
29th Annual Paul J. Hartman State and Local Tax Forum (Nashville, TN)
|
| 09/12/22 - 09/13/22 |
“Appeal Considerations in a Virtual World”
2022 Western States Petroleum Association (Oxnard, CA)
|
| 08/24/22 |
“What’s Hot In Income Tax”
TEI Fort Worth Chapter Meeting (Virtual)
|
| 08/10/22 - 08/11/22 |
“Top 10 Technology Litigation Cases – Both Transactional and Income”
COST's 2022 SALT Workshop for Technology Companies (Burlingame, CA)
|
| 08/10/22 - 08/11/22 |
“Specific Sourcing/Apportionment Issues for Tech Companies for Income Tax Purposes”
COST's 2022 SALT Workshop for Technology Companies (Burlingame, CA)
|
| 08/10/22 - 08/11/22 |
“Mitigating Tech Industry Property Taxes and Tax Incentive Issues”
COST's 2022 SALT Workshop for Technology Companies (Burlingame, CA)
|
| 08/10/22 - 08/11/22 |
“Ask the Experts”
COST's 2022 SALT Workshop for Technology Companies (Burlingame, CA)
|
| 08/04/22 - 08/05/22 |
“The Incredible, Ever-Expanding Sales Tax Base”
COST's Southeast Regional State Tax Seminar/Healthcare Indirect Tax Seminar (Nashville, TN)
|
| 08/04/22 - 08/05/22 |
“State Tax Cases, Issues and Policy Matters to Watch in 2022 and Beyond”
COST's Southeast Regional State Tax Seminar/Healthcare Indirect Tax Seminar (Nashville, TN)
|
| 08/04/22 - 08/05/22 |
“Market-Based Sourcing: Down the Rabbit Hole”
COST's Southeast Regional State Tax Seminar/Healthcare Indirect Tax Seminar (Nashville, TN)
|
| 08/04/22 - 08/05/22 |
“How to Litigate and Win Your Sales Tax Case”
COST's Southeast Regional State Tax Seminar/Healthcare Indirect Tax Seminar (Nashville, TN)
|
| 08/04/22 - 08/05/22 |
“Hot Topics in Indirect Tax with a Focus on Healthcare”
COST's Southeast Regional State Tax Seminar/Healthcare Indirect Tax Seminar (Nashville, TN)
|
| 07/24/22 - 07/28/22 |
“Valuation Consideration for Renewable Energy”
Wichita Property Tax Conference (Wichita, KS)
|
| 07/24/22 - 07/28/22 |
“Legal Update”
Wichita Property Tax Conference (Wichita, KS)
|
| 06/13/22 - 06/16/22 |
“Corporate Income Tax”
2022 Summer Tax Institute (Davis, CA)
|
| 06/07/22 |
“Is Due Process Possible in Remote Assessment Appeals Hearings?”
2022 CalTax Foundation Webinar Series (Virtual)
|
| 06/01/22 - 06/03/22 |
“Navigating California Income Tax: An Essential Update on the FTB”
CalTax's 96th Annual Meeting (Sacramento, CA)
|
| 05/23/22 |
“A Deep Dive into the OECD’s Pillar One and Two Project”
COST's 2022 Income Tax Conference Rebroadcast (Virtual)
|
| 05/15/22 - 05/19/22 |
“Filing Methodologies”
COST's 2022 Intermediate/Advanced State Income Tax School (Atlanta, GA)
|
| 04/27/22 |
“Proposition 13 Change in Ownership Rules – Leases and Leaseholds”
Apple Real Estate Group (Virtual)
|
| 04/25/22 - 04/28/22 |
“A Deep Dive into the OECD’s Pillar One and Two Project”
COST's 2022 Income Tax Conference (Denver, CO)
|
| 03/16/22 - 03/18/22 |
“Tasty Property Tax Hors D’Oeuvres – Hot Bite-Size Developments”
2022 ABA/IPT Virtual Advanced State Income Tax Seminar (Virtual)
|
| 03/16/22 - 03/18/22 |
“P.L. 86-272 Today and Tomorrow”
2022 ABA/IPT Virtual Advanced State Income Tax Seminar (Virtual)
|
| 03/10/22 |
“Income Tax Trends”
TEI Richmond Virginia Chapter SALT Day (Richmond, VA)
|
| 03/08/22 - 03/11/22 |
“Defending Against States’ Use of Deference, Substance Over Form, & Sham Transaction Doctrines”
COST's 2022 Sales Tax Conference & Audit Session (Las Vegas, NV)
|
| 02/24/22 - 02/25/22 |
“Sales Tax/Property Tax”
2022 Eagle Lodge West Conference (Santa Rosa, CA)
|
| 02/09/22 - 02/11/22 |
“State and Local Indirect Tax Evolution: Shifting Bases”
2022 National Multistate Tax Symposium (Lake Buena Vista, FL)
|
| 02/08/22 |
“Is Remote Work Doing a Job on Commercial Property Values?
2022 CalTax Foundation Webinar Series (Virtual)
|
| 01/19/22 |
“Tax Implications”
Verizon's Small Business Accelerator Program (Virtual)
|
| 12/13/21 - 12/15/21 |
“Practical Ways to Avoid Qui Tam/Whistleblower Lawsuits”
NYU's 40th Annual Institute on State and Local Taxation (Virtual)
|
| 12/09/21 |
“Top Corporate Income Tax Cases and Trends”
TEI Chicago Chapter Virtual State Income Tax Program (Virtual)
|
| 12/09/21 |
“States’ Treatment of Repatriated Income”
TEI Chicago Chapter Virtual State Income Tax Program (Virtual)
|
| 12/09/21 |
“State Income Tax Nexus Issues as a Result of the Panemic”
TEI Chicago Chapter Virtual State Income Tax Program (Virtual)
|
| 12/09/21 |
“Wayfair & Other Sales & Use Tax Updates”
New York & Tri-State Taxation Conference Webcast (Virtual)
|
| 12/08/21 - 12/10/21 |
“The Changing Battle of Assessment Appeals in the Age of COVID-19”
2021 California Alliance of Taxpayer Advocates Annual Conference (Laguna Niguel, CA)
|
| 11/16/21 |
“Apportionment Developments: A Focus on Market-Based Sourcing”
COST's Southwest/West Regional State Tax Meeting (Virtual)
|
| 11/15/21 |
“Overview of California Property Tax”
Golden Gate University, Bruce F. Braden School of Taxation Graduate School SALT Course (Virtual)
|
| 11/12/21 |
“Continuing Impact of COVID Nexus Issues”
TEI's Carolinas Chapter Meeting (Virtual)
|
| 11/03/21 - 11/05/21 |
“Trends in Corporate Income Tax”
2021 Annual Meeting of the CA Tax Bar and CA Tax Policy Conference (San Diego)
|
| 11/03/21 - 11/05/21 |
“Litigation Update”
2021 Annual Meeting of the CA Tax Bar and the CA Tax Policy Conference (San Diego)
|
| 10/27/21 - 10/29/21 |
“Market-Based Sourcing, the Continuing Conundrum”
28th Annual Paul J. Hartman State and Local Tax Forum (Nashville)
|
| 10/19/21 - 10/21/21 |
“Remote Hearings”
California State Board of Equalization's Monthly Meeting (Virtual)
|
| 10/17/21 - 10/20/21 |
“The Impact of the OECD Global Income Tax Reforms on State Taxation”
COST's 52nd Annual Meeting and Webinar (Las Vegas)
|
| 10/17/21 - 10/20/21 |
“An Update on Digital Services Taxes”
COST's 52nd Annual Meeting and Webinar (Las Vegas)
|
| 10/13/21 |
“Overview of the Current Status of Taxpayer Representation”
Western States Petroleum Association's Virtual Property Tax and Excise Tax Educational Forum (Virtual)
|
| 10/01/21 |
“Tax Implications”
Verizon's Small Business Accelerator Program (Virtual)
|
| 09/21/21 - 09/24/21 |
“Western States Update with California Focus”
COST's 2021 Property Tax Workshop (Virtual)
|
| 09/21/21 - 09/24/21 |
“Let’s All Hold Hands and Work Together”
COST's 2021 Property Tax Workshop (Virtual)
|
| 09/21/21 - 09/24/21 |
“Central or Local Assessment? Tips to Effectively Take Advantage of Either Process”
COST's 2021 Property Tax Workshop (Virtual)
|
| 09/21/21 - 09/24/21 |
“Ask the Experts”
COST's 2021 Property Tax Workshop (Virtual)
|
| 09/13/21 |
“Recent Developments in California Income Tax Apportionment and Sourcing Law”
California Lawyers Association's Taxation Webinar (Virtual)
|
| 08/24/21 |
“How to Navigate the Appellate Process at the OTA”
2021 CalTax Foundation Webinar Series (Virtual)
|
| 08/11/21 - 08/13/21 |
“Top 10 Cases Dealing with Technology Issues”
COST's 2021 State and Local Tax Workshop and Webinar for the Tech Industry (Virtual)
|
| 08/11/21 - 08/13/21 |
“Digital Services Taxes – Taxation of Social Media”
COST's 2021 State and Local Tax Workshop and Webinar for the Tech Industry (Virtual)
|
| 08/11/21 - 08/13/21 |
“Best Practices in Sourcing for Both Sales and Income Taxes”
COST's 2021 State and Local Tax Workshop and Webinar for the Tech Industry (Virtual)
|
| 08/11/21 - 08/13/21 |
“Ask the Experts”
COST's 2021 State and Local Tax Workshop and Webinar for the Tech Industry (Virtual)
|
| 07/15/21 |
“Unraveling Metropoulos and Sourcing Sales of Intangibles under California’s Personal Income Tax Law”
California Lawyers Association's 2021 Annual Income Tax Seminar (Virtual)
|
| 07/15/21 |
“Significant Litigation Impacting Transactional Taxes”
COST's 2021 State Transaction Tax Webinar (Virtual)
|
| 07/15/21 |
“Important Transactional Tax Legislation Addressed by the States This Year”
COST's 2021 State Transaction Tax Webinar (Virtual)
|
| 06/07/21 |
“An Update on State and Local Tax Laws – Developments in State and Local Taxation of Communications Companies and Internet Providers”
Federal Communications Bar Association's State and Local Practice Committee (Virtual)
|
| 04/26/21 - 04/29/21 |
“The Impact of the OECD Global Income Tax Reforms on State Taxation”
COST's 2021 State Income Taxation Webinar (Virtual)
|
| 03/24/21 |
“California Market-Based Sourcing Issues”
COST Central West Regional State Tax Webinar (Virtual)
|
| 03/22/21 - 03/25/21 |
“Global Mobility and Remote Work – More Important and Complex Than Ever”
TEI's 2021 Virtual Midyear Conference
|
| 03/17/21 - 03/19/21 |
“Valuing the Fee Simple Interest for Tax Purposes in Situations Not Involving ‘Dark Stores'”
ABA/IPT's 2021 Advanced Property Tax Seminar (Virtual)
|
| 02/24/21 - 02/26/21 |
“Wrangling in Local Transaction Taxes”
COST's 2021 Sales and Transaction Tax Webinar (Virtual)
|
| 02/18/21 |
“Top 5 Income Tax Trends”
TEI's Wisconsin Chapter Meeting (Virtual)
|
| 02/18/21 |
“SALT Implications of the CARES Act and Other Recent State Tax TCJA Developments”
TEI's Wisconsin Chapter Meeting (Virtual)
|
| 02/18/21 |
“Market Based Sourcing: Developing a Multistate Approach”
TEI's Wisconsin Chapter Meeting (Virtual)
|
| 02/18/21 - 02/19/21 |
“Assignment of Credits”
2021 Eagle Lodge West Meeting (Virtual)
|
| 02/11/21 - 02/12/21 |
“Streamlining the AAB Process – Remote Hearings, Scheduling, Pre-hearing Procedure & Resolution”
California Alliance of Taxpayer Advocates Annual Conference (Virtual)
|
| 02/01/21 - 02/05/21 |
“Tax Base Expansion Under Consumption-Type Taxes”
The National Multistate Tax Symposium (Virtual)
|
| 02/01/21 - 02/05/21 |
“Property Tax in Today’s Newer Reality”
The National Multistate Tax Symposium (Virtual)
|
| 01/25/21 |
“California Property, Transfer and Local Tax Updates”
2021 California CLE Marathon Webinars (Virtual)
|
| 12/16/20 |
“Trends in State Taxation”
TEI's Year-End Roundup (Virtual)
|
| 12/08/20 |
“Top 5 Income Tax Trends”
TEI Chicago Chapter SALT Program (Virtual)
|
| 12/08/20 |
“SALT Implications of the CARES Act and Other Recent State Tax TCJA Developments”
TEI Chicago Chapter SALT Program (Virtual)
|
| 12/08/20 |
“Market Based Sourcing: Developing a Multistate Approach”
TEI Chicago Chapter SALT Program (Virtual)
|
| 10/26/20 - 10/28/20 |
“Protecting Confidentiality & Audit Readiness”
27th Annual Paul J. Hartman State & Local Tax Forum (Nashville)
|
| 10/13/20 |
“Ready, Set, Split Roll: The Impact of Proposition 15″
CalTax’s Splitting the Property Tax Roll Series (Webinar)
|
| 10/06/20 |
“California’s Property Tax System”
CalTax’s Splitting the Property Tax Roll Series (Webinar)
|
| 09/17/20 |
“Your Tax Department Should Work as a Team – Strategies to Make it Work – Even When Working Remotely “
Council on State Taxation's 2020 Property Tax Conference (Webinar)
|
| 09/16/20 |
“California – Examining Property Tax Issues in the Golden State”
Council on State Taxation's 2020 Property Tax Conference (Webinar)
|
| 08/27/20 |
“Market-Based Sourcing Issues in the Southwestern States With a Focus on California “
Council on State Taxation's Super Pacific Southwest Regional State Tax Program (Webinar)
|
| 08/26/20 |
“SALT Controversy Update – Market Based Sourcing Alternative Apportionment and Intercompany Transactions”
Tax Executives Institute New York Chapter State and Local Tax – Summer Update Virtual Meeting (Webinar)
|
| 08/26/20 |
“CARES Act Conformity – NOL and Interest Expense Deduction”
Tax Executives Institute New York Chapter State and Local Tax – Summer Update Virtual Meeting (Webinar)
|
| 08/26/20 |
“California Matters – CDFTA, OTA, Controversy and Legislation”
Tax Executives Institute New York Chapter State and Local Tax – Summer Update Virtual Meeting (Webinar)
|
| 08/13/20 |
“IPOs, Mergers, Acquisitions, Divestitures, & Restructurings: A Deep Dive into Transactional SALT Issues for Tech Companies”
Council on State Taxation’s 2020 State and Local Tax Webinar for Technology Companies (Webinar)
|
| 08/12/20 |
“Market-Based Sourcing for Tech Companies: Identifying ‘Customers’ and Locating Their ‘Benefits’”
Council on State Taxation’s 2020 State and Local Tax Webinar for Technology Companies (Webinar)
|
| 02/26/20 |
“Navigating Compliance Post-Wayfair for Sellers and Purchasers”
Council on State Taxation’s Sales Tax Conference & Audit Session 2020 (Las Vegas)
|
| 02/26/20 |
“Keep that Bundle of Joy: How to Deal with Bundled Transactions?”
Council on State Taxation’s Sales Tax Conference & Audit Session 2020 (Las Vegas)
|
| 02/20/20 |
“Solar New Construction Exclusion”
Eagle Lodge West 2020 (Santa Rosa)
|
| 01/31/20 |
“State tax controversies: A closer look at administrative interpretations”
National Multistate Tax Symposium 2020 (Orlando)
|
| 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)
|
| 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)
|
| 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)
|
| 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)
|
| 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)
|
| 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)
|
| 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)
|
| 12/05/19 |
“California’s OTA: Friend or Foe?”
TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
|
| 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)
|
| 10/29/19 |
“If You Don’t Know, Now You Know”
Paul J. Hartman State and Local Tax Forum (Nashville)
|
| 10/25/19 |
“Market Based Sourcing”
Council on State Taxation’s 50th Annual Meeting (Washington, DC)
|
| 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)
|
| 10/17/19 |
“SALT and the False Claims Act – You Might Be Surprised”
Cleveland Metropolitan Bar Association’s 62nd Annual Cleveland Tax Institute (Cleveland)
|
| 10/17/19 |
“Local Taxes and Recent Developments in Market-Based Sourcing”
Tax Executives Institute’s St. Louis Chapter Meeting (St. Louis)
|
| 10/16/19 |
“Sales Tax: Transformation in Action”
TEI’s NY State & Local Chapter Meeting (New York)
|
| 10/02/19 |
“Ask the Experts – Practitioners Addressing Issues for Free”
Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
|
| 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)
|
| 10/01/19 |
“California – A Property Tax Nation unto Itself”
Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
|
| 10/01/19 |
“Best Practices for Getting Fair High-Tech Property Valuations”
Council on State Taxation’s Property Tax Workshop 2019 (Las Vegas)
|
| 09/26/19 |
Overview of Current Trends in Income and Sales Tax
TEI Westchester-Fairfield Chapter's Kickoff Luncheon (Darien, Conn.)
|
| 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.)
|
| 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)
|
| 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.)
|
| 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.)
|
| 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.)
|
| 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.)
|
| 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)
|
| 06/04/19 |
“Understanding the Concepts of Apportionment & Sourcing”
COST Forum on U.S. State and Local Taxes for European Companies (London)
|
| 06/04/19 |
“U.S. Constitutional Limitations on State Taxation”
COST Forum on U.S. State and Local Taxes for European Companies (London)
|
| 05/14/19 |
California Municipal Gross Receipts Taxes
Palo Alto Chamber Business Connections Group event (Palo Alto, Calif.) |
| 05/01/19 |
“The Taxation of Section 965 Deemed Repatriation”
COST’s Spring Audit Session & Income Tax Conference 2019 (Denver)
|
| 04/25/19 |
“Trends and Developments”
American Petroleum Institute’s Annual State & Local Income & Franchise Tax Meeting (San Ramon, Calif.)
|
| 03/26/19 |
“California Law: The Case of the Overburdened Taxpayer”
California Taxpayers Association (Sacramento, Calif.)
|
| 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)
|
| 03/07/19 |
State Income Tax Issues
TEI’s Los Angeles Chapter Mergers & Acquisitions Seminar (Los Angeles)
|
| 03/05/19 |
The State of State and Local Taxes
TEI's New York Chapter State and Local Chapter Meeting (New York)
|
| 02/27/19 |
“State Tax Updates and What’s in Store for 2019”
Tax Executives Institute’s Fort Worth Chapter Luncheon (Fort Worth, Texas)
|
| 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
|
| 02/20/19 |
“The Small Business Exception to the Parent-Child Change in Ownership Exclusion”
Eagle Lodge West’s 2019 Conference (Santa Rosa, Calif.)
|
| 02/10/19 |
“Debt-Related Considerations Arising from the Federal Tax Cuts and Jobs Act”
2019 National Multistate Tax Symposium (Bay Lake, Fla.)
|
| 02/08/19 |
“Income Tax – TCJA and Other SALT Matters”
Tax Executives Institute’s New England Chapter Meeting
|
| 02/08/19 |
“Debt-related considerations arising from the federal Tax Cuts and Jobs Act”
National Multistate Tax Symposium 2019 (Bay Lake, FL)
|
| 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)
|
| 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)
|
| 11/16/18 |
“Federal Tax Changes Rocking the SALT Landscape”
Tax Executives Institute’s New Jersey All Day Seminar (Randolph, New Jersey)
|
| 11/12/18 |
California Update
Financial Institutions State Tax Coalition Annual Meeting 2018 (Las Vegas)
|
| 11/06/18 |
“Top Trends in State Income and Indirect Taxes”
Tax Executives Institute’s Atlanta Chapter Luncheon Meeting (Atlanta)
|
| 10/23/18 |
California and Arizona Updates
Council On State Taxation’s 49th Annual Meeting (Phoenix)
|
| 10/23/18 |
“Online Marketplace Operators – The Latest Sales Tax Target”
Council On State Taxation’s 49th Annual Meeting (Phoenix)
|
| 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)
|
| 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)
|
| 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)
|
| 08/14/18 |
“Communications Companies – Voice & Data Property Tax Issues.”
Council on State Taxation’s Property Tax Workshop 2018 (Dallas)
|
| 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)
|
| 04/27/18 |
“Current State Tax Developments in California and Other Western States”
Tax Executives Institute’s Denver Chapter Meeting (Denver)
|
| 04/20/18 |
“State Tax Tribunals – Perspectives from Both Sides of the Bench”
Council on State Taxation’s Income Tax Conference 2018 (Boston)
|
| 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)
|
| 02/07/18 |
“Planning for Future State Taxation Regimes – and the ‘Future State’”
Deloitte’s National Multistate Tax Symposium 2018 (Orlando)
|
| 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)
|
| 12/05/17 |
“Property Tax Disputes – Best Practices.”
Tax Executives Institute’s Silicon Valley Chapter SALT Conference (San Francisco)
|
| 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)
|
| 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.)
|
| 10/17/17 |
“State and Local Income Tax Litigation – Cases Not to Miss”
Tax Executives Institute’s Dallas SALT Day Program (Dallas)
|
| 10/17/17 |
“Sales and Use Tax Update”
Tax Executives Institute’s Dallas SALT Day Program (Dallas)
|
| 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)
|
| 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)
|
| 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)
|
| 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)
|
| 06/18/17 |
“Back to the Future of Federal Tax Reform? The State Tax Implications”
Tax Executives Institute’s Region IX & X Annual Conference
|
| 06/17/17 |
“Spicy Hot SALT – Hot Topics Discussion”
Sacramento County Bar Association Tax Law Section’s 4th Annual Tax Symposium (Sacramento, Calif.)
|
| 06/08/17 |
“Discussion of State Tax Cases and Issues”
Council on State Taxation’s Mid-Atlantic Regional State Tax Seminar (McLean, Virginia)
|
| 06/08/17 |
“Alternative Apportionment – Including Market-Based Sourcing”
Council on State Taxation’s Mid-Atlantic Regional State Tax Seminar (McLean, Virginia)
|
| 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)
|
| 06/05/17 |
“State and Local Income Tax Controversies”
Tax Executives Institute’s Region II Tax Forum 2017 (Atlantic City, New Jersey)
|
| 06/03/17 |
“Overcoming the Challenges of State Tax Audit Management”
Tax Executives Institute’s Audits & Appeals Seminar (Seattle)
|
| 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)
|
| 05/12/17 |
“Cases, Issues and Policies to Watch”
Tax Executives Institute’s State Sales Tax Litigation Outlook 2017
|
| 05/11/17 |
“Articles 9A Rules/Implementation”
The Business Council’s Annual Conference on State Taxation 2017
|
| 05/03/17 |
“Managing State and Local Tax Controversies”
Tax Executives Institute’s Audits & Appeals Seminar (Seattle)
|
| 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
|
| 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
|
| 02/02/17 |
“Convergence of State, Federal, & International Taxes: Couple or Decouple?”
Deloitte’s National Multistate Tax Symposium 2017 (Orlando)
|
| 12/12/16 |
“Understanding the State Tax Controversy Lifecycle”
Tax Executives Institute’s Columbus Chapter Meeting (Columbus, Ohio)
|
| 12/08/16 |
“Identifying and Valuing Intangible Assets for Property Tax Purposes”
Duff & Phelps’ Intellectual Property Value Summit (Half Moon Bay, Calif.)
|
| 11/29/16 |
Multistate Tax Update
New Jersey Society of Certified Public Accountants’ Multistate Tax Conference (New Jersey)
|
| 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)
|
| 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)
|
| 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)
|
| 06/29/16 |
“Alternative Apportionment and Forced Combination”
COST Pacific Southwest Regional State Tax Seminar - Jun. 2016 (Los Angeles)
|
| 06/13/16 |
“The Year in Review – Top Cases”
Institute for Professionals in Taxation’s Annual Conference (Traverse City, Mich.)
|
| 06/13/16 |
“Meeting the Tax Controversy Needs of In-House State Tax Professionals”
Tax Executives Institute’s Audits & Appeals Seminar (Boston)
|
| 06/13/16 |
“Best Practices for Protests and Litigation”
Tax Executives Institute’s Audits & Appeals Seminar (Boston)
|
| 06/09/16 |
“NYS Corporate Tax Reform– Implementation and Compliance”
The Business Council’s NYS Corporate Tax Reform– Implementation and Compliance (New York)
|
| 05/25/16 |
“Underwriting A Tax Credit Transaction”
25th Annual Meeting of the Forum on Affordable Housing and Community Development Law (Washington, DC)
|
| 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)
|
| 04/19/16 |
Arizona and California Updates
COST 2016 Spring Audit Session/Income Tax Conference (Asheville, North Carolina)
|
| 04/19/16 |
“Defuse the Ticking Time Bombs”
COST 2016 Spring Audit Session/Income Tax Conference (Asheville, North Carolina)
|
| 02/29/16 |
“Law & Order: Taxpayer Unit”
90th Annual California Taxpayers Association Meeting (Sacramento, Calif.)
|
| 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)
|
| 02/03/16 |
“Discussion of State Tax Cases, Issues and Policy Matters to Watch”
COST 2016 Pacific Southwest Regional State Tax Seminar (Phoenix)
|
| 02/03/16 |
“Alternative Apportionment Developments”
COST 2016 Pacific Southwest Regional State Tax Seminar (Phoenix)
|
| 01/14/16 |
“Top 10 Legislative and Litigation Issues To Watch For In 2016”
COST Property Tax Workshop (San Antonio, Texas)
|
| 01/14/16 |
“Issues Out West – Prop 13 – What Does the Future Hold?”
COST Property Tax Workshop (San Antonio, Texas)
|
| 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.)
|
| 10/27/15 |
“What the ‘L’?, Local Taxes”
22nd Annual Paul J. Hartman State & Local Tax Forum (Nashville, Tenn.)
|
| 10/20/15 |
“Hidden Taxes and Fees”
COST 46th Annual Meeting/Fall Audit Session (Chicago)
|
| 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.)
|
| 05/06/15 |
“Key California Developments”
Tax Executives Institute - Orange County Chapter State & Local Tax Day (Orange County, Calif.)
|
| 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.)
|
| 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)
|
| 02/19/15 |
“Alternative Apportionment Developments”
COST Pacific Southwest Regional State Tax Seminar - Feb. 2015 (Phoenix)
|
| 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)
|
| 11/13/14 |
California Update
Financial Institutions State Tax Coalition Annual Meeting (New York)
|
| 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.)
|
| 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.)
|
| 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)
|
| 08/07/14 |
“Wrap Up & Summary of Key Discussions”
COST California & Pacific Southwest Regional State Tax Seminar (Aliso Viejo, Calif.)
|
| 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.)
|
| 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.)
|
| 04/27/14 |
“Litigation and Legislation – West of the Mississippi”
COST 2014 Spring Audit Session/Income Tax Conference (Colorado Springs, Col.)
|
| 02/25/14 |
“Legislation and Litigation Update in the Western United States”
COST 2014 Sales Tax Conference and Audit Session (Dallas, Texas)
|
| 10/23/13 |
“Debt Pushdowns and Interest Allocations”
COST 2013 44th Annual Meeting (Chandler, Arizona)
|
| 06/20/13 |
Legislative & Judicial Update
Tax & Financial Executive Study Group Meeting (San Francisco, Calif.)
|
| 05/21/13 |
“Dealing with Debt in Related Entities”
COST 2013 Spring Audit Session / Income Tax Conference (New Orleans)
|
| 02/26/13 |
“Legislation and Litigation Update in the Western United States”
COST 2013 Sales Tax Conference and Audit Session (Washington, DC)
|
| 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.)
|
| 11/02/12 |
“Current Developments in Corporate Taxation”
2012 Annual Meeting of the California Tax Bar & California Tax Policy Conference (Coronado, Calif.)
|
| 08/07/12 |
“Current Trends in Alternative Apportionment”
The Georgetown Advanced State and Local Tax Institute (Washington, DC)
|
| 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.)
|
| 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.)
|
| 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.)
|
Insights on the U.S. state and local tax landscape