Past Events

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)
Presenters: Craig Becker, Richard Nielsen & Robert Merten III

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)
Presenters: Richard Nielsen & Mike Le

12/05/19 “California’s OTA: Friend or Foe?”

TEI Silicon Valley Chapter’s State & Local Tax Day & IPT Joint Meeting (Santa Clara)
Presenters: Annie Huang, Carley Roberts & Robert Merten III

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)
Presenter: Carley Roberts

10/29/19 “If You Don’t Know, Now You Know”

Paul J. Hartman State and Local Tax Forum (Nashville)
Presenter: Carley Roberts

10/28/19 “Navigating Local Labyrinths: Practitioners’ Guide to Local Taxes”

Tax Notes State
Author: Carley A. Roberts 

10/25/19 “Market Based Sourcing”

Council on State Taxation’s 50th Annual Meeting (Washington, DC)
Presenter: Annie Huang

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)
Presenter: Marc Simonetti

10/17/19 “SALT and the False Claims Act – You Might Be Surprised”

Cleveland Metropolitan Bar Association’s 62nd Annual Cleveland Tax Institute (Cleveland)
Presenter: Marc Simonetti

10/17/19 “Local Taxes and Recent Developments in Market-Based Sourcing”

Tax Executives Institute’s St. Louis Chapter Meeting (St. Louis)
Presenters: Carley Roberts, Robert P. Merten III

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