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.
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.
She is truly one of the best tax lawyers that I have had the privilege to work with. In addition to being extremely intelligent, she is an exceptional advocate for her clients.
Breann has superior communication skills which lend to successful outcomes both in the courtroom and in key negotiations.
Tax Executives Institute (TEI) Silicon Valley Chapter