Past Events

10/26/20 - 10/28/20 “Protecting Confidentiality & Audit Readiness”

27th Annual Paul J. Hartman State & Local Tax Forum (Nashville)
Presenter: Carley Roberts

02/26/20 “Navigating Compliance Post-Wayfair for Sellers and Purchasers”

Council on State Taxation’s Sales Tax Conference & Audit Session 2020 (Las Vegas)
Presenter: Nicole Boutros

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)
Presenter: Robert Merten III

02/20/20 “Solar New Construction Exclusion”

Eagle Lodge West 2020 (Santa Rosa)
Presenter: Breann Robowski

01/31/20 “State tax controversies: A closer look at administrative interpretations”

National Multistate Tax Symposium 2020 (Orlando)
Presenter: Marc Simonetti

01/17/20 “Solicitor General Argument Likely Dooms Arizona Tax Case at High Court”

Law360
Author: Robert P. Merten III and Mike Le

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

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