This 3/4-day seminar will focus on the following topics related to the State and Local Tax implications of the Tax Cuts and Jobs Act, the U.S. Supreme Court’s decision in Wayfair, and other hot topics in state and local taxation.  

Agenda:

9:10am-10:00am - SALT Tax Controversies:  Why “winning” isn’t the same for everyone
Presenters: Marc Simonetti & Carley Roberts

10:05am-10:55am - Property and Transfer Tax Update, including split roll
Presenters: Craig Becker & Breann Robowski

11:00am-11:50am - SALT Cross Pollination:  U.S. and international approaches to taxing foreign source income
Presenters: Marc Simonetti & Evan Hamme

12:10pm-12:50pm – California’s OTA: Friend or Foe?
Presenters: Annie Huang, Carley Roberts & Robert Merten III

1:00pm-1:45pm - CDTFA:  Best practices for sales/use tax audits and appeals
Presenters: Richard Nielsen & Mike Le

1:50pm-2:45pm - Market Based Sourcing: What’s happening at audit and appeal
Presenters: Annie Huang & Nicole Boutros

2:50pm-3:30pm - Local and Gross Receipts Taxes:  Including S.F., Fresno, and Oakland supermajority cases and OR CAT and Portland, OR clean energy surcharge
Presenters: Craig Becker, Richard Nielsen & Robert Merten III

For more information and to register, please visit the event page.

Speakers

Sponsor

Tax Executives Institute (TEI) Silicon Valley Chapter