Cases
Representative Experience: State
Local Tax: Served a wide variety of client industries including manufacturing, retail, construction, healthcare, insurance, energy, telecommunications, financial services
real estate
Advised companies located throughout the United States on complex tax issues involving:
Corporate reorganization planning (multiple tax types)
State income
sales/use tax compliance, audit defense, refund reviews, nexus reviews,
voluntary disclosures
Unity
apportionment reviews
planning (income tax)
Due diligence (in the context of acquisitions)
Business incentives
credits
Analyzed
obtained business incentives
credits
Monitored
evaluated impacts of tax law changes
tax implications of business planning
Conducted significant analysis of tax issues surrounding proposed merger of food companies
Managed
defended a 14-state unclaimed property audit
Identified
developed unique New Mexico gross receipts tax refund opportunity that benefited numerous businesses located throughout the United States with operations in New Mexico
Represented
advised a distribution company on a Louisiana income
franchise tax audit controversy in seeking a substantial reduction in tax assessment
Advised large quick service restaurant company regarding state tax implications of a significant legal simplification
Counseled multi-state businesses on state corporate income tax issues such as Public Law 86-272 nexus, unitary combination, allocation
apportionment,
business/non-business income
Advised construction contractors
homebuilders on Arizona state
local tax issues including construction manager tax issues, installation of exempt machinery
equipment, municipal speculative builder tax,
marketing arm-contracting arm structure for state transaction privilege tax purposes
Counseled clients on the multi-state taxation of flow through entities such as partnerships, S-corporations,
limited liability companies,
prepared entity formation documents
Engaged in strategic planning
advice to clients regarding the Arizona government property lease excise tax ( GPLET ), including litigating a property tax matter for client lessee of an agricultural improvement district
