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Publications
News
Jeffrey Vesely Discusses Reasonable Alternative Apportionment
Jeffrey Vesely and Craig Becker Discuss New Gross Receipts Tax
State & Local Tax
Past Events
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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".
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".
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.
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".
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).
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.
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…”.
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.
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).
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
