Past Events

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
11/12/25 - 11/14/25	“Credit Where Credit’s Due: California’s Evolving Other State Tax Credit” 2025 Annual Meeting of the Tax Bar and Tax Policy Conference (San Diego, CA) Speaker: Jeff Phang
10/28/25	“Billion-Dollar Question: California Initiative Targets the Ultra-Wealthy with One-Time Tax” SeeSALT Blog Post Authors: Carley Roberts, Robert P. Merten III, Jeff Phang, Annie Rothschild
10/27/25 - 10/29/25	“Transparency in State Tax Policy: Lessons from Tennessee” 32nd Annual Paul J. Hartman State & Local Tax Forum (Nashville, TN) Speaker: Carley Roberts
10/27/25 - 10/29/25	“Indirect Tax Audits and Controversies: Strategies & Shields” 32nd Annual Paul J. Hartman State & Local Tax Forum (Nashville, TN) Speaker: Aruna Chittiappa
10/27/25 - 10/29/25	“How to Win an Alternative Apportionment Case: A Game of Chutes & Ladders!” 32 Annual Paul J. Hartman State & Local Tax Forum (Nashville, TN) Speaker: Zachary Atkins
10/26/25 - 10/29/25	“From Cloud to Checkout: Navigating SALT in the Digital Marketplace” 2025 TEI Annual Conference (San Francisco, CA) Speaker: Breanna Zagorski
09/19/25	“Sourced and Settled: California FTB Finalizes its Long-Awaited Market-Sourcing Regulation, Applicable to Tax Year 2026 and Beyond” SeeSALT Blog Post Authors: Carley Roberts, Jeffrey Vesely, Robert P. Merten III, Jeff Phang, Annie Rothschild

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