Past Events

02/05/25 - 02/07/25 “Influencing From Any Position: Poised to Lead in Multistate Tax”

The 2025 National Multistate Tax Symposium (Lake Buena Vista, FL)
Presenter: Aruna Chittiappa

12/11/24 “Northern California Property Tax Appeals”

California Alliance of Taxpayer Advocates 2024 Conference (Dana Point, CA)
Presenter: Craig Becker

12/09/24 “California OTA Denies Credit for NYC Business Taxes in Precedential Opinion”

SeeSALT Blog Post
Authors: Carley Roberts, Robert P. Merten III, Jeff Phang, Taylor A.F. Wolff

12/09/24 - 12/12/24 “Audit Defense and Informal Discovery: Strategies and Knowing When to Push Back”

TEI's 2024 Ethics Webinar Series (Virtual)
Presenters: Robert P. Merten III, Jack Camillo, Nolan Kessler

12/05/24 “Major State Tax Trends: Transfer Pricing and Digital Taxation”

COST Pacific Northwest Regional State Tax Seminar (Redmond, WA)
Presenters: Zachary Atkins, Breanna Zagorski

12/05/24 “Discussion of State Tax Cases, Issues and Policy Matters to Watch”

COST Pacific Northwest Regional State Tax Seminar (Redmond, WA)
Presenters: Evan Hamme, Taylor A.F. Wolff

11/11/24 “California Imposes Further Disclosure Requirements for Local Sales Tax Sharing Agreements”

SeeSALT Blog Post
Authors: Robert P. Merten III, Aruna Chittiappa, Nolan Kessler

11/06/24 - 11/08/24 “Reasonable Cause Standard – How Reasonable Is It?”

2024 Annual Meeting of the Tax Bar and Tax Policy Conference (Anaheim, CA)
Presenter: Jeff Phang

11/06/24 - 11/08/24 “OTA Precedential Process”

2024 Annual Meeting of the Tax Bar and Tax Policy Conference (Anaheim, CA)
Presenter: Robert P. Merten III

11/06/24 - 11/08/24 “California Franchise Tax Board Residency Audits: Anticipation, Preparation and Resolution”

2024 Annual Meeting of the Tax Bar and Tax Policy Conference (Anaheim, CA)
Presenter: Carley Roberts

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