Past Events

02/23/26 - 02/24/26 “Legal Ethics”

CalTax 100th Annual Meeting (Sacramento, CA)
Speaker: Robert P. Merten III

02/23/26 - 02/24/26 “California Property Tax and Transfer Tax”

CalTax 100th Annual Meeting (Sacramento, CA)
Speaker: Craig Becker

02/02/26 - 02/04/26 “Legal Developments Regarding Treatment of Intangibles”

WSPA 2026 PSAC Conference (Ventura, CA)
Speaker: Breann Robowski

01/14/26 “No Contract, No Look-Through: Wisconsin Draws a Line on Software Receipts Sourcing”

SeeSALT Blog Post
Authors: Zachary Atkins, Phil Wolf

01/06/26 “Current Developments in State Tax Controversies”

Peninsula Estate Planning Council (San Mateo, CA)
Speaker: Phil Wolf

12/15/25 “California’s Amended Wealth Tax Initiative Meets Five New Foes”

SeeSALT Blog Post
Authors: Carley Roberts, Robert P. Merten III, Jeff Phang, Annie Rothschild

12/10/25 - 12/12/25 “Legal Update”

California Alliance of Taxpayer Advocates 2025 Annual Conference (Laguna Niguel, CA)
Speaker: Breann Robowski

11/19/25 “State and Local Tax – Swallowing the Whole: Aggressive Taxation of Services”

TEI New York Chapter 62nd Annual Symposium (New York, NY)
Speaker: Zachary Atkins

11/12/25 - 11/14/25 “SALT Litigation Update”

2025 Annual Meeting of the Tax Bar and Tax Policy Conference (San Diego, CA)
Speaker: Carley Roberts

11/12/25 - 11/14/25 “Nuts and Bolts Bootcamp”

2025 Annual Meeting of the Tax Bar and Tax Policy Conference (San Diego, CA)
Speaker: Robert P. Merten III

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