Eversheds Sutherland’s SALT Team is a proud sponsor of the Georgetown Law 2018 Advanced State and Local Tax Institute taking place May 31 – June 1, 2018, in Washington, DC. Marc Simonetti presents, “Breakout B. Breakout the Income Taxes!” and Carley Roberts presents, “Is Alternative Apportionment the New Normal?” Eversheds Sutherland hosts and sponsors a welcome reception at our DC office from 6:00 – 7:30 p.m. Eastern standard time, on May 30, 2018.

View details and register now!

For more than 25 years, the Tax Executives Institute (TEI) has met the tax controversy needs of the in-house professional community through its Audits & Appeals Seminar. Leading practitioners, regulators, policymakers and jurists join TEI annually to discuss the nuts, bolts and nuances of tax controversy.

Eversheds Sutherland is delighted to sponsor and lead the two days of the seminar focused on State and Local Tax Controversy (May 2 – 3, 2018), which includes the following sessions:

Wednesday, May 2

  • Managing State Tax Filings and Audits
    Speakers: Jeff Friedman and Andrew Appleby
  • Challenging Assessments and Filing Protests
    Speakers: Michele Borens and Eric Coffill
  • Protest Workshop – Breakout and Regroup
    Speakers: Carley Roberts and Scott Wright
  • Coordinating Multistate Controversies
    Speakers: Eric Tresh and Maria Todorova
  • Industry Panel
    Moderator: Jeff Friedman

Thursday, May 3

  • Resolution Through the Courts
    Speakers: Tim Gustafson and Carley Roberts
  • Perspectives from the Other Side – State Tax Attorney Panel
    • Moderator: Pilar Mata, Tax Executives Institute
    • Ray Langenberg, Special Counsel for Tax Litigation, Texas Comptroller of Public Accounts
    • Christine Mesirow, Chief, Taxation Section, Ohio Attorney General’s Office
    • Brian Oliner, Assistant Attorney General/Principal Counsel, State of Maryland
  • Innovative Uses of Technology in Tax Controversies (with tech vendors)
    Speakers: Charlie Kearns
  • State Tax Considerations Everyone Should Know About
    Moderator: Andrew Appleby and Jonathan Feldman
  • All Rise – A View from the Bench
    • Moderator: Richard Pomp, University of Connecticut School of Law
    • Martha Blood Wentworth, Judge, Indiana Tax Court
    • Douglas Bramhall, Administrative Law Judge, California Office of Tax Appeals
    • Cade Cole, Vice-Chairman, Louisiana Board of Tax Appeals

The program will take place April 30 – May 3 in New Orleans, Louisiana:

  • April 30 – May 1: Federal Tax Controversy
  • May 2: Transfer Pricing Controversy
  • May 2 – 3: State and Local Tax Controversy, sponsored by Eversheds Sutherland

Eversheds Sutherland also invites attendees to join us for a reception at House of Blues New Orleans the evening of Wednesday, May 2. Join us and register for TEI’s Audits & Appeals Seminar today!

Click here for event details and registration information.

 

The Eversheds Sutherland SALT Team is always excited to see what kind of pets our clients and friends have. Our team features a different pet at the end of every month, and we want to feature YOURS! Featured pets will receive a fun prize from the SALT Team. The deadline for April submissions is Wednesday, April 25.

To submit your pet to be featured, visit the Eversheds Sutherland SALT Shaker App, click “Pet of the Month” in the drop-down, then click “Submit A Pet.”

Don’t have the app? It is available for download in the Apple App StoreGoogle Play and the Amazon Appstore.

View previously-featured furry friends.

Read our March 2018 posts on stateandlocaltax.com or read each article by clicking on the title. For the latest coverage and commentary on state and local tax developments delivered directly to your phone, download the latest version of the Eversheds Sutherland SALT Shaker app.

FEATURED PUBLICATIONS

  • Videocast: State Tax Implications of Federal Tax Reform
    The state and local tax (SALT) implications of federal tax reform are numerous, yet still often unclear. With states releasing new law and guidance about federal tax reform, taxpayers must stay abreast of this very dynamic area of law. In this videocast, Todd Lard and Todd Betor discuss the gating question to the SALT implications of federal tax reform—state conformity to the IRC—along with other SALT considerations pertaining to major general, domestic and international tax provisions included in the new tax law.
  • California Seeks Input on Clean Energy Equipment Tax Exemption
    During the second half of 2017, California expanded its partial sales and use tax manufacturing and research and development exemption to include electric generation and distribution equipment. The legislative changes are particularly favorable to businesses engaged in electric generation through the use of renewable energy sources. The California Department of Tax and Fee Administration (CDTFA) has issued a notice inviting stakeholders to participate in an interested parties meeting (IPM) scheduled for April 11, 2018, to discuss whether the CDTFA should undertake a regulatory project to amend its corresponding regulation to implement and apply the statutory changes and, if so, to what extent. In their article for Law360, Eversheds Sutherland attorneys Carley Roberts, Robert Merten and Jessica Allen summarize the sales and use tax exemption’s scope and qualifying requirements, the 2017 legislative changes to the exemption, the CDTFA’s proposed amendments and why stakeholders may want to participate in the IPM process.
  • Moving into Worldwide Waters? States Reaching Beyond the Water’s-Edge
    Many states require or permit affiliated businesses to report their income to the state in a combined group return. In their article for Bloomberg Tax, Eversheds Sutherland attorneys Maria Todorova, Justin Brown and Samantha Trencs discuss some of the complexities of combined reporting related to the inclusion of foreign entities in a combined group, including trends among states intended to expand the combined group to include additional foreign affiliates.
  • Waiting for the Other Shoe to Drop: State and Local Tax Implications of Federal Tax Reform – International Tax Provisions
    The state and local tax (SALT) impact of the recently enacted federal tax reform is still being assessed. Because of states’ broad conformity to the federal income tax laws, many of these changes will have an impact on taxpayers’ SALT liabilities. In their article for Bloomberg Tax, Eversheds Sutherland attorneys Jeff Friedman, Todd Betor and Michael Spencer focus on the SALT consequences stemming from international provisions of the Tax Cuts and Jobs Act.

FEATURED EVENTS

  • TEI’s Audits and Appeals Seminar
    Eversheds Sutherland is delighted to sponsor and lead the two days of the seminar focused on State and Local Tax Controversy (May 2-3, 2018) during TEI’s 2018 Audits & Appeals Seminar. We hope to see you there!
  • TEI’s 2018 Region II Forum
    Eversheds Sutherland is a proud co-sponsor of the 2018 TEI Region II Tax Forum taking place June 4-5, 2018, at the Borgata Hotel in Atlantic City, New Jersey. The Tax Forum will include four plenary and ten breakout sessions offering a wide selection of federal, international, and state and local topics. Register today and join us!

EVENTS – LEARN ABOUT OUR UPCOMING EVENTS

Eversheds Sutherland is a proud co-sponsor of the 2018 TEI Region II Tax Forum taking place June 4-5, 2018, at the Borgata Hotel in Atlantic City, New Jersey. The Tax Forum will include four plenary and ten breakout sessions offering a wide selection of federal, international, and state and local topics.

The Eversheds Sutherland Tax Team presentations are listed below. Eversheds Sutherland will also sponsor the hospitality reception from 5:00 p.m. – 6:30 p.m. on June 4.

  • US federal tax reform
    ES Speaker: Partner Robb Chase
  • International implications of US tax reform
    ES Speaker: Partner Aaron Payne
  • Tax considerations in restructuring and mergers and acquisitions  
    ES Speaker: Partner Taylor Kiessig
  • SALT implications of US tax reform
    ES Speaker: Partner Marc Simonetti
  • IRS audit update
    ES Speaker: Partner Jim Mastracchio
  • SALT considerations in restructuring and mergers and acquisitions
    ES Speaker: Partner Maria Todorova
  • Partnership and joint venture update
    ES Speaker: Partner Karl Zeswitz
  • SALT controversy and related business decisions
    ES Speaker: Partner Andrew Appleby
  • Ethics
    ES Speaker: Partner Vanessa Scott
  • International implications of US tax reform
    ES Speaker: Partner Daniel Nicholas
  • Managing tax controversies – A global perspective
    ES Speaker: Partner Susan Seabrook
  • State tax policy under the new US order
    ES Speaker: Partner Todd Lard
  • Accounting methods and significant issues and tax-planning opportunities
    ES Speaker: Partner Ellen McElroy
  • Financial reporting considerations post reform: The interplay of Section 451(b) and ASC 606
    ES Speaker: Attorney Mike Resnick

View details and register now!

Notes:

  • The $225 registration fee covers all of the technical sessions, breakfast, lunch and refreshments on both days, as well as our Monday evening reception.
  • Breakfast, luncheons and the reception are open to spouses, guests and vendor-sponsors as well.
  • To reserve your hotel room, use the Tax Executives On-Line Booking Link or call (609) 317-1000 and mention the TEI Conference Code GBTAX18
  • Golf, casinos, transportation to the Boardwalk, spa and other activities are available at all times; arrangements can be made. Attendees will be responsible for fees/costs.

The state and local tax (SALT) implications of federal tax reform are numerous, yet still often unclear. With states releasing new law and guidance about federal tax reform, taxpayers must stay abreast of this very dynamic area of law. In this videocast, Todd Lard and Todd Betor discuss the gating question to the SALT implications of federal tax reform—state conformity to the IRC—along with other SALT considerations pertaining to major general, domestic and international tax provisions included in the new tax law.

View the videocast.

The Eversheds Sutherland SALT Team is always excited to see what kind of pets our clients and friends have. Our team features a different pet at the end of every month, and we want to feature YOURS! Featured pets will receive a fun prize from the SALT Team. The deadline for March submissions is Monday, March 26.

To submit your pet to be featured, visit the Eversheds Sutherland SALT Shaker App, click “Pet of the Month” in the drop-down, then click “Submit A Pet.”

Don’t have the app? It is available for download in the Apple App StoreGoogle Play and the Amazon Appstore.

View previously-featured furry friends.

For more than 25 years, The Tax Executives Institute has met the tax controversy needs of the in-house professional community through its Audits & Appeals Seminar. Leading practitioners, regulators, policymakers and jurists join TEI annually to discuss the nuts, bolts and nuances of tax controversy.

Eversheds Sutherland is delighted to sponsor and lead the two days of the seminar focused on State and Local Tax Controversy (May 2-3, 2018), which includes the following sessions:

  • Panel presentations by state tax court judges, state attorney generals and industry professionals
  • Comprehensive, in-depth examination of SALT controversies, including state tax filings, audits, protests and litigation
  • Workshop addressing best practices in drafting state tax protests
  • Using tax technology to manage tax controversies

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TEI’s Audits & Appeals Seminar will take place April 30-May 3, 2018, in New Orleans, Louisiana:

  • April 30-May 1: Federal Tax Controversy
  • May 2: Transfer Pricing Controversy
  • May 2-3: State and Local Tax Controversy, sponsored by Eversheds Sutherland

Register for the seminar segments that best meet your tax controversy needs. In addition, all attendees will be able to submit questions anonymously through a secure TEI portal and have those questions addressed as part of the program.

View details and register now!

Eversheds Sutherland is a proud Platinum Sponsor of the Tax Executives Institute (TEI) 68th Midyear Conference on March 25-28, 2018, in Washington, DC. The conference is held at the Grand Hyatt Hotel.

Eversheds Sutherland partners Jeffrey Friedman, Ellen McElroy, Maria Todorova, Susan Seabrook, Daniel Nicholas and attorney Jessica Eisenmenger present, and the details of their presentations are below.

As a Platinum Sponsor, Eversheds Sutherland hosts a reception for conference attendees Monday, March 26, 6:30-9:00 p.m. at the Grand Hyatt Washington, Constitution C, D, E.

Monday, March 26
11:30 a.m. – 12:30 p.m.
The New Revenue Recognition and Lease Accounting Standards – Practical Issues and Applications
Speaker: Ellen McElroy (Federal)

Tuesday, March 27
10:45 a.m. – 11:45 a.m.
IRS Appeals – New Faces, New Challenges
Speaker: Susan Seabrook (Insurance)

Tuesday, March 27
1:45 p.m. – 2:45 p.m.
State Tax Aspects of Cross Border Transactions
Speakers: Jeff Friedman and Maria Todorova (SALT)

Wednesday, March 28
8:30 a.m. – 9:45 a.m.
State and Local Issues in Contract Drafting
Speakers: Daniel Nicholas (Federal) and Jessica Eisenmenger (SALT)

Read our February 2018 posts on stateandlocaltax.com or read each article by clicking on the title. For the latest coverage and commentary on state and local tax developments delivered directly to your phone, download the latest version of the Eversheds Sutherland SALT Shaker app.

FEATURED PUBLICATIONS

  • Videocast: SALT Scoreboard – 2017 Year in Review
    The quarterly Eversheds Sutherland SALT Scoreboard tallies significant state and local tax litigation wins and losses. In this videocast, Charles C. Capouet and Jessica N. Allen share 2017 year-end observations, including taxpayers’ performances in corporate income tax and sales and use tax cases and the Pennsylvania Supreme Court’s decision in Nextel. Stay tuned for upcoming 2018 editions of the Eversheds Sutherland SALT Scoreboard!

EVENTS – LEARN ABOUT OUR UPCOMING EVENTS