This webinar will discuss significant trends that are developing as US states grapple with the impacts of US federal income tax reform. The presenters will also highlight recent significant developments in US state and local taxation.
Please note this program is only open to in-house lawyers and tax advisors.
Craig B Fields
Craig B Fields is co-chair of the firm’s Tax Department and is also chair of the firm’s State + Local Tax Group. His practice focuses on litigation and planning relating to state and local tax matters. He has been involved in controversies regarding state and local tax issues before the administrative and judicial systems of jurisdictions throughout the United States as well as having resolved hundreds of non-public record cases around the country. Mr. Fields has also provided advice regarding the potential tax consequences of complex restructurings involving the corporation income (franchise) taxes, the sales and use taxes, and miscellaneous taxes of many jurisdictions.
William H Gorrod
William H Gorrod focuses his practice on state and local tax planning, compliance and corporate transactions on a multistate basis. He also represents clients in state and local tax controversies throughout the United States. Mr Gorrod regularly advises clients on matters pertaining to state and local income and franchise taxes, gross receipt taxes, sales and use taxes, payroll taxes and real estate transfer taxes, and represents clients in audits, administrative appeals, voluntary disclosure agreements, penalty abatements and amnesties. His clients include large corporations and flow-through entities across a wide range of industries, including technology, financial services, retail and media. Mr Gorrod is the chair of the Bar Association of San Francisco’s Taxation Section, and has served as an adjunct professor at Santa Clara University School of Law where he taught a course on state and local taxation.
Philip S Olsen
Philip S (Phil) Olsen focuses on state and local tax litigation and counselling. He has worked extensively on matters involving all types of state-level taxes, including corporate excise (both the income and non-income measures), sales and use, and personal income. He has represented municipalities and property owners in property tax appeals and is experienced in unclaimed property counselling and audit defence. He has more than 25 years of experience in major tax cases before administrative boards, superior courts, state appeals courts, bankruptcy courts and state supreme courts. Prior to joining private practice, Mr Olsen served as a senior trial attorney and litigation supervisor for the Massachusetts Department of Revenue.
Nicole Johnson is an associate in the State + Local Tax Group in Morrison & Foerster LLP’s New York office. Her practice focuses on state and local tax controversies at the audit, administrative, and judicial levels. Ms. Johnson’s practice encompasses matters regarding sales and use taxes, property taxes, franchise and income taxes, gross receipts taxes, insurance taxes, and telecommunication taxes, among others.
Ms. Johnson has written and spoken on various state and local tax issues. In addition, she is a co-editor of the firm’s newsletter State + Local Tax Insights.
Prior to joining the firm, Ms. Johnson was a state and local tax manager with one of the big four accounting firms, where she focused on complex state and local tax controversies and planning opportunities.
Ms. Johnson is a frequent lecturer concerning state and local taxes and has spoken before such organizations as the Council On State Taxation, the Energy Tax Association, the Ohio Tax Conference and the California Tax Policy Conference. In 2018, Ms. Johnson was appointed to the New York Tax Appeals Tribunal Advisory Panel.