Past Events

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
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
10/30/25	“New York City Initiates Rulemaking Process for Business Corporation Tax” SeeSALT Blog Post Authors: Aruna Chittiappa, Jack Camillo, Breanna Zagorski
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

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