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Spotlight
    State & Local Tax

    State & Local Tax

    Contact

    Upcoming Events

    Pillsbury Sponsored
    11/6/2014 - 11/8/2014
    2014 Annual Meeting of the California Tax Bar & the California Tax Policy Conference
    Loews Coronado Bay San Diego

    Annie Huang and Jeffrey Vesely will present at the 2014 Annual Meeting of the California Tax Bar & the California Tax Policy Conference in Coronado, CA.

    Past Events

    Pillsbury Participating
    10/19/2014 - 10/22/2014
    COST 45th Annual Meeting/Fall Audit Session
    The Westin Diplomat Resort & Spa

    Jeffrey Vesely, Pillsbury partner, will present during the "Due Process Has Gotten Its Groove Back: The Re-Emergence of Due Process Challenges," breakout session at the COST 45th Annual Meeting/Fall Audit Session on Wednesday, October 22 at 9:45am.

    Pillsbury Participating
    9/10/2014
    Prop 13 Change in Ownership and Property Tax
    Beverly Hills Bar Association Conference Center

    In this program, Matthew Burke of Pillsbury Winthrop Shaw Pittman LLP will discuss the basic rules of Prop 13 change in ownership and exclusions, including the parent-child and grandparent-grandchild exclusions. Particular emphasis is placed on the rules for transfers through the medium of trusts and transfers of legal entity interests. The program will cover practical advice on filing requirements and statutes of limitations on escape assessments. Mr. Burke has spoken for our section before in years past, but in his capacityas an attorney for the State Board of Equalization. Come listen to his insights now that he has left the government and is now working on the private side.

    Pillsbury Sponsored
    8/7/2014
    COST California & Pacific Southwest Regional State Tax Seminar
    QLogic Corporation Offices

    Annie Huang, Kerne Matsubara, Jeffrey Vesely and Mike Cataldo will present at the COST California & Pacific Southwest Regional State Tax Seminar in Aliso Viejo, CA on August 7, 2014.

    Pillsbury Participating
    7/1/2014
    Institute for Professionals in Taxation
    38th Annual Conference
    JW Marriott Desert Ridge Hotel
    Matthew Burke, Pillsbury counsel, will be a co-speaker with Mindy McLees of Moss Adams LLP, discussing "Possessory Interest Essentials: Classes of Property, Potential Exemptions, and Valuations" at the Institute for Professionals in Taxation 38th Annual Conference on July 1, 2014, in Phoenix.
    Pillsbury Participating
    6/10/2014
    2014 California Tax Practitioners' Conference
    Westin Bonaventure Hotel

    Matthew Burke, Pillsbury counsel, will participate on a panel, discussing "Current Developments in SALT Legislation, Regulations, and other Administrative Rulings" at the 2014 California Tax Practitioners' Conference on June 10, 2014.

    Pillsbury Participating
    5/27/2014
    Orange County Bar Association Real Estate Section May Meeting
    Radisson Hotel
    Pillsbury counsel, Matthew F. Burke, will deliver a presentation entitled "California Property Tax: Proposition 13 Changes in Ownership, Principal Exclusions, and Recent Developments" at the Orange County Bar Association Real Estate Section May Meeting on May 27, 2014.
    Pillsbury Participating
    4/30/2014
    ProVisors Real Estate Affinity Group Meeting
    Manatt Phelps & Phillips

    Matthew F. Burke, Pillsbury counsel, will present "Tips, Tricks and Proposed Changes in Proposition 13 Change in Ownership Reassessments and Transfers Taxes" at the ProVisors Real Estate Affinity Group Meeting on April 30, 2014.

    Pillsbury Participating
    4/27/2014 - 4/30/2014
    COST 2014 Spring Audit Session/Income Tax Conference
    The Broadmoor

    Annie Huang, Pillsbury partner, will present during the "Litigation and Legislation – West of the Mississippi," breakout session at the COST 2014 Spring Audit Session/Income Tax Conference on Tuesday, April 29 at 12:50 pm.

    Webinar
    4/2/2014
    55 Days and Counting: The Clock Is Ticking to Claim Embedded Software Tax Exemption

    The amount of non-taxable embedded software being taxed in California is staggering. While companies own assets with millions of dollars of embedded software, few companies are maximizing their property tax savings through the embedded software exemption.

    Pillsbury Participating
    2/25/2014
    2014 Sales Tax Conference and Audit Session
    The Ritz-Carlton, Dallas
    Pillsbury tax partner, Jeffrey Vesely, will co-present "Legislation and Litigation Update in the Western United States" at the 2014 Sales Tax Conference and Audit Session on Tuesday, February 25th in Dallas, TX.
    Pillsbury Participating
    2/24/2014
    Orange County Study Group
    Pillsbury counsel Matthew Burke will deliver a presentation entitled "California Property Tax Change in Ownership," during the Orange County Study Group meeting on Monday, February 24th.
    Pillsbury Participating
    2/19/2014
    Los Angeles Local Luncheon Group
    Pillsbury counsel Matthew Burke will present "Proposition 13 and Legal Entities: What Does the Law Really Say? Exploring Fact vs. Fiction," during the Los Angeles Local Luncheon Group meeting on Wednesday, February 19th.
    Pillsbury Participating
    12/10/2013
    TEI/ITP Silicon Valley Joint State & Local Tax Day
    Oracle Corporation - Agnew Center
    Pillsbury partner Lawrence Hoenig and Pillsbury associate Breann Robowski will speak on the topics related to state and local tax during the TEI/ITP Silicon Valley Joint State & Local Tax Day on Tuesday, December 10th.
    Pillsbury Participating
    10/23/2013 - 10/25/2013
    COST 2013 44th Annual Meeting
    Sheraton Wild Horse Pass

    Pillsbury attorney Jeffrey Vesely will present at the COST 44th Annual Meeting.

    On Wednesday, October 23 from 2:20 – 3:10pm MST, Mr. Vesely will speak on, "Debt Pushdowns and Interest Allocations."

    Kerne Matsubara, Annie Huang and Mr. Vesely will submit the California Update at the meeting, which will be distributed to the attendees.

    Pillsbury Participating
    10/22/2013
    State Board of Equalization Meeting
    Red Lion Hotel Redding
    Pillsbury partner, Lawrence Hoenig, will speak on the topic of Embedded Software during a panel discussion at the State Board of Equalization Meeting on Tuesday, October 22nd.
    Pillsbury Participating
    6/20/2013
    Tax & Financial Executive Study Group Meeting
    J.W. Marriott Union Square

    Pillsbury attorney Jeffrey Vesely will present a State Tax Legislative/Judicial Update before the National Restaurant Association.

    Pillsbury Participating
    5/21/2013
    COST 2013 Spring Audit Session / Income Tax Conference
    Ritz Carlton

    Pillsbury attorney Jeffrey Vesely will present at the COST 2013 Spring Audit Session / Income Tax Conference.

    Pillsbury Participating
    2/26/2013
    COST 2013 Sales Tax Conference and Audit Session
    Four Seasons Hotel

    Pillsbury attorney Jeffrey Vesely will present at the COST 2013 Sales Tax Conference and Audit Session.

    Pillsbury Participating
    8/7/2012
    The Georgetown Advanced State and Local Tax Institute
    Georgetown University Law Center
    Pillsbury tax partner Jeffrey Vesely will be a panelist on "Current Trends in Alternative Apportionment" at the 35th Annual Advanced State and Local Tax Institute. This discussion will address how alternative apportionment formulas are being applied more frequently and in a wider variety of circumstances. The panelists will explore recent trends in this area, methods for defending against an attempt by a state to impose an alternative formula, and taxpayer strategies for utilizing alternative apportionment in their favor.
    Pillsbury Sponsored
    7/10/2012
    COST 2012 Pacific Northwest Regional State Tax Seminar
    Pillsbury's San Francisco office

    Kerne Matsubara, Annie Huang, Michael Cataldo and Jeffrey Vesely will present at the COST Pacific Northwest Regional State Tax Seminar held in Pillsbury's San Francisco office on July 10, 2012.

    Pillsbury Participating
    5/16/2012
    COST 2012 Spring Audit Session and Income Tax Conference, and State Income Tax Financial Reporting Workshop
    Westin Gaslamp Quarter

    Pillsbury attorney Jeffrey Vesely will present at the COST 2012 Spring Audit Session and Income Tax Conference.

    Pillsbury Participating
    12/15/2011
    Sales Tax Affiliate Nexus: Latest Developments
    Teleconference

    Tax partner Annie Huang will co-present "Sales Tax Affiliate Nexus: Latest Developments: Adjusting Multi-State Compliance Under New State Laws for Online Business Partnerships" along with Arthur Rosen, Partner, McDermott Will & Emery, New York; Shirley Sicilian, General Counsel, Multistate Tax Commission, Washington, D.C.; and Brian Toman, Partner, Reed Smith, San Francisco

    Pillsbury Participating
    11/17/2011
    The Taxation Section presents: The Upcoming Amazon Law
    BASF Conference Center
    Tax partner Annie Huang will co-present "The Upcoming Amazon Law" along with Brian W. Toman, Partner, Reed Smith LLP.
    Pillsbury Participating
    11/3/2011 - 11/5/2011
    2011 Annual Meeting of the California Tax Bar & California Tax Policy Conference
    The Fairmont San Jose
    Kerne Matsubara, Annie Huang, and Jeffrey Vesely will present at the 2011 Annual Meeting of the California Tax Bar & California Tax Policy Conference in November in San Jose.
    Pillsbury Participating
    10/27/2011
    COST 2011 Pacific Southwest Regional State Tax Seminar - San Diego
    Science Applications International Corporation

    Kerne Matsubara, Annie Huang, Michael Cataldo and Jeffrey Vesely will present at the COST regional meetings in Orange County and San Diego on October 26-27, respectively. Pillsbury is co-hosting the programs with Grant Thornton.

    Pillsbury Participating
    10/26/2011
    COST 2011 Pacific Southwest Regional State Tax Seminar - Irvine
    Edwards Lifesciences Corporation

    Kerne Matsubara, Annie Huang, Michael Cataldo and Jeffrey Vesely will present at the COST regional meetings in Orange County and San Diego on October 26-27, respectively. Pillsbury is co-hosting the programs with Grant Thornton.

    Pillsbury Participating
    10/20/2011
    COST 2011 42nd Annual Meeting
    The Ritz Carlton New Orleans

    Pillsbury partner and State and Local Tax practice leader, Jeffrey Vesely will be a co-presenter on Fair Reflections: Defending Against or Applying Alternative Apportionment at the 42nd Annual COST Meeting in New Orleans, LA on October 20, 2011.

    Additionally, Mr. Vesely, Kerne Matsubara and Annie Huang will be presenting the California Update to the attendees.

    Pillsbury Participating
    7/28/2011
    TEI/IPT Joint State and Local Tax
    Oracle Corporation

    On July 28, Pillsbury Tax counsel Richard Nielsen will present "Property Tax Update re Embedded Software and Split Property Tax Roll" at the TEI/IPT Joint State and Local Seminar.

    Pillsbury Participating
    6/17/2011
    2011 Annual Income Tax Seminar - Northern
    Golden Gate University School of Law

    On June 17, Pillsbury Tax partner Julie Divola will speak at the 2011 Annual Income Tax Seminar – Northern.  Along with Joseph K. Fletcher III (Morrison & Foerster LLP) she will give a presentation entitled, "Mergers & Acquisition of Passthrough Entities: S Corporations, Partnerships & LLCs".

    Pillsbury Participating
    6/9/2011
    Acquiring or Selling the Privately Held Company 2011
    PLI New York Center

    On June 9, James Chudy will speak to Tax Considerations, at PLi's, "Acquiring or Selling the Privately Held Company 2011".

    Pillsbury Participating
    5/24/2011
    COST 2011 Spring Audit Session and Income Tax Conference
    Hyatt Regency Tamaya

    On Tuesday, May 24, Tax partner Jeffrey Vesely will present "Unique Litigation Strategies, Including Federal Courts for State Tax Cases" along with Kendall Houghton of Alston & Bird.  This presentation will discuss the pros and cons of using unique litigation options available to taxpayers such as federal courts and unique state court procedures.

    Pillsbury Participating
    5/10/2011
    Acquiring or Selling the Privately Held Company 2011
    PLi California Center

    On May 10, Julie Divola will speak to Tax Considerations, at PLi's, "Acquiring or Selling the Privately Held Company 2011".

    Pillsbury Participating
    3/30/2011
    Third Annual Advanced ALI-ABA Course of Study
    Hilton Washington Embassy Row
    As co-planning chair of this program, Julie Divola will be giving introductory remarks at the event, as well as presenting on Wednesday evening.  Her presentation, entitled, "Optional Introductory Lecture: Mergers and Acquisitions Tax Primer" will be conducted along with Rose L. Williams (National M&A Transaction Advisory Services, Ernst & Young LLP), Philip B. Wright (Bryan Cave LLP), and William D. Alexander (Associate Chief Counsel (Corporate), Internal Revenue Service).
    Pillsbury Participating
    3/8/2011
    COST 2011 Sales Tax Conference and Audit Session
    Georgia Tech Hotel and Conference Center

    Pillsbury attorney Jeffrey Vesely will present at the COST 2011 Sales Tax Conference and Audit Session.

    Pillsbury Participating
    1/19/2011
    Bay Area Assessors’ Association 2011 Annual Conference
    The Fairmont Hotel
    Pillsbury attorney Lawrence Hoenig will be presenting “Resolving Assessment Appeals with Property Tax Representatives” along with James Rees, formerly a Deputy County Counsel.  This presentation is described by the sponsors as a “provocative panel on assessment Appeals featuring two of the State’s top, usually opposing attorneys…”.
    Pillsbury Sponsored
    12/7/2010
    COST 2010 Pacific Southwest Regional State Tax Seminar
    Science Applications International Corporation
    Pillsbury attorneys Jeffrey Vesely, Kerne Matsubara, and Michael Cataldo will present at the COST 2010 Pacific Southwest Regional State Tax Seminar.
    Pillsbury Participating
    11/4/2010
    California Tax Policy Conference and Annual Meeting of the California Tax Bar, 2010
    Loews Coronado Bay San Diego

    On Saturday, November 6, Tax partner Kerne Matsubara presented "State Tax issues in a Global Economy", along with Pilar Mata (Sutherland Asbill & Brennan LLP, Washington, DC), Mark L. Nachbar (Ryan, Downers Grove, IL), and Shirley K. Sicilian (Multistate Tax Commission, Lawrence, KS).

    Pillsbury Participating
    10/20/2010 - 10/21/2010
    COST 2010 41st Annual Meeting
    Sheraton Wild Horse Pass

    Pillsbury partner and State and Local Tax practice leader, Jeffrey Vesely, along with Mark F. Sommer, Member and Chair, Tax and Finance Practice Group, Greenebaum Doll & McDonald PLLC, will be presenting “Best Practices for Creating, Maintaining & Protecting State Income Tax Audit Files and Handling Opinion Letters After Textron” at the 41st Annual COST Meeting in Phoenix, AZ on October 21, 2010 at 9:15am.

    Additionally, Mr. Vesely, Kerne Matsubara and Annie Huang will distribute the California Update to the attendees.

    Pillsbury Participating
    6/21/2010 - 6/22/2010
    Acquiring or Selling the Privately Held Company 2010
    PLI California Center
    Julie Divola, local San Francisco leader of the firm's Tax practice, will be speaking as faculty at the upcoming PLI event, "Acquiring or Selling the Privately Held Company 2010" to be held in San Francisco.
    Pillsbury Participating
    6/2/2010
    IPT/TEI SALT Day
    Oracle Headquarters
    Larry Hoenig (SV) and Richard Nielsen (SF) have been invited to present before 150 tax professionals of the largest 100 or so Silicon Valley corporations. The Institute for Professionals in Tax (IPT) and the Taxation Executives Institute (TEI) are jointly sponsoring the event focusing on state and local tax (SALT), and the three Pillsbury attorneys will present on current case and legislative developments in sales, use and property tax in California.
    Pillsbury Participating
    5/25/2010
    McKesson Tax Department Annual Meeting
    Disneyland Grand Californian Resort

    Jeffrey Vesely, Kerne Matsubara and Annie Huang presented at the McKesson Tax Department Annual Meeting. Topics included State Taxation Updates and International/State Transfer Pricing.

    Pillsbury Participating
    5/19/2010
    6th Annual Symposium - Managing the Stages of a State Tax Controversy:  Practice, Procedure and Helpful Advice, “Understanding the Types of Penalties That States May Impose, Potential Relief and Constitutional Considerations”
    Georgetown University Law Center

    Jeffrey Vesely presented at the Special Program preceding the 33rd Annual Advanced State & Local Tax Institute.  This Special Program on May 19 will entail presentations accounting for 7.5 CLE credit hours and 9.0 CLE/CPE credit hours.

    Pillsbury Participating
    5/18/2010
    COST 2010 Spring Audit Session and Income Tax Conference
    Four Seasons Hotel

    Jeffrey Vesely presented "The Art of Settlement: Reaching a Win/Win Resolution with a Tax Administrator".  Please see full presentation attached.

    Kerne Matsubara, Annie Huang and Mr. Vesely submitted the California Update at the COST 2010 Spring Audit Session / Income Tax Conference in Austin, TX.  This outline was distributed at the meeting for the attendees; please see attached.

    Pillsbury Participating
    5/6/2010
    Media Industry Tax Conference
    The Ritz Carlton Dove Mountain

    Jeffrey Vesely, along with Bruce Daign (Partner, PricewaterhouseCoopers LLP) presented "Combined Reporting and California Update" at the 2010 Media Industry Tax Conference in Marana, AZ. This is a group of in-house SALT practitioners major media companies.

    Pillsbury Participating
    1/20/2010
    TEI, San Francisco Chapter
    Update of Selected California Regulatory and Legislative Changes to Sales and Property Taxes with an Overview of Procedural Pitfalls of Local Tax and Unemployment Insurance Contributions
    Richard Nielsen, counsel to Pillsbury's Tax practice, presented "Update of Selected California Regulatory and Legislative Changes to Sales and Property Taxes with an Overview of Procedural Pitfalls of Local Tax and Unemployment Insurance Contributions" at the January 20th meeting of Tax Executives Institute (TEI), San Francisco Chapter. This program presentation covered an overview of California sales and use tax principles and law including a discussion of nexus, sales for resale with an emphasis on recent changes to resale documentation under Regulation 1668 and proposed Audit Regulation 1698.5. In addition, the program addressed recent legislation concerning change in ownership reporting requirements for real property, local tax reporting and procedural nuisances and an overview of administrative appeals concerning income tax withholding and unemployment insurance contributions
    Pillsbury Participating
    12/10/2009 - 12/11/2009
    The 22nd Annual Institute on Current Issues in International Taxation
    The J.W. Marriott Hotel
    Julie Divola will be a panelist during "Losses in a Down Economy:  International Issues and Planning Responses" at the 22nd Annual Institute on Current Issues in International Taxation on December 10.
    Pillsbury Sponsored
    11/12/2009 - 11/14/2009
    California Tax Policy Conference and Annual Meeting of the California Tax Bar, 2009
    Sheraton San Diego Hotel & Marina
    Pillsbury invites you to join Annie Huang, Jeffrey Vesely, Jennifer Jordan McCall, and Kerne Matsubara, along with 2009 chair Julie Divola during the 2009 Annual Meeting of the California Tax Bar & California Tax Policy Conference.
    Pillsbury Participating
    11/9/2009 - 11/12/2009
    Institute for Professionals in Taxation - Income Tax Symposium
    California Update - Are We There Yet?
    Renaissance Esmeralda
    Michael Cataldo gave an update on recent California law changes in such areas as nexus, apportionment, credits, net operating losses, disclosure, and penalties, and discussion of current California tax litigation at the Institute for Professionals in Taxation - Income Tax Symposium. This two and one-half day state and local income tax symposium featured general presentations of timely interest to all state and local income tax professionals as well as specialized breakout sessions. The program, developed to emphasize practical applications of theories, techniques, and procedures to everyday situations, was invaluable to state and local income tax representatives from all industries at all levels of experience.
    Pillsbury Participating
    10/21/2009 - 10/23/2009
    COST 2009 40th Annual Meeting
    Caesars Palace

    Tax partner Jeff Vesely presented “Navigating Roadblocks to State Tax Refunds: Managing Expectations & Cutting a Deal” at COST’s 40th Annual Meeting/Fall Audit Session in Las Vegas.

    Additionally tax partners Jeff Vesely, Kerne Matsubara, and Annie Huang submitted the California Update at the meeting.   This outline was distributed  for the attendees; please see attached.

    Pillsbury Participating
    7/19/2009
    2009 Tax Savings Opportunities under Property Tax Proposition 8
    Tax Partners Lawrence Hoenig and Craig Becker presented "2009 Tax Savings Opportunities under Property Tax Proposition 8" to various Cushman and Wakefield offices in northern California.
    Pillsbury Participating
    10/26/2006
    COST 2006 Fall Audit Session
    On October 26, 2006, Jeffrey M. Vesely of the Tax Group spoke at the Council on State Taxation (COST) 37th Annual Meeting in San Francisco. Mr. Vesely's topic was Sourcing and Other Apportionment Issues. The attendees included 250 state and local tax personnel from multinational companies located throughout the United States.
    Pillsbury Participating
    5/24/2006
    COST 2006 Income Tax Conference/Audit Session

    On May 24, 2006, Jeffrey M. Vesely of the Tax Group spoke at the Council on State Taxation (COST) 2006 Income Tax Conference/Audit Session in Philadelphia. Mr. Vesely was on a panel titled, “Four Point State Update - California, Kentucky, Ohio & Texas.” His topic focused on California Franchise/Income Tax developments.

    Pillsbury Participating
    10/25/2005
    COST 2005 Fall Audit Session

    Partners Jeffrey M. Vesely and Kerne H.O. Matsubara and Senior Associate Annie H. Huang, presented at the Council of State Taxation (COST) Fall Audit Session held October 25 through 28, 2005 in Charlotte, North Carolina.

    Pillsbury Participating
    3/18/2005
    COST 2005 Income Tax Conference
    San Diego, CA

    On March 16 -18, 2005 in connection with the COST 2005 Income Tax Conference in San Diego, California, Jeffrey M. Vesely, Kerne H.O. Matsubara and Annie H. Huang made a presentation regarding recent developments in California State Income/Franchise Tax issues.


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