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Utilizing New State Tax Cap Workarounds: Key Considerations

November 4, 2021 @ 10:00 am - 11:00 am PDT

Free
MossAdams CPE Webinars

Participants of the live webinar will be eligible for 1 free CPE credit.

START TIME: November 4, 2021 10:00 AM PT
DURATION: 1 hour
LOCATION: Online
CREDITS: 1
CONTACT: Amanda Marquez, Moss Adams, (505) 878-7216
COST TO ATTEND: Complimentary

California, Oregon, and other states have enacted recent legislation to offer pass through entity  workarounds from the $10,000 federal cap on state and local tax (SALT) deductions. Individuals and trusts that own an interest in a pass-through entity will want to understand their eligibility and how to calculate potential benefits.

Join us for our webcast in which our industry professionals will address how this could affect you. Key topics we’ll cover include:

  • The SALT cap workaround in key states
  • Potential estimated tax benefit of the state tax offerings
  • Organizational structures that benefit from the state tax offerings
  • State tax offerings to work around the federal cap on SALT deductions

REGISTER

Speakers

Mark Hawkins, JD, Director, Moss Adams

Mark has been consulting in state and local tax matters since 2001. He provides tax advisory services, planning expertise, and controversy assistance to clients in a wide array of industries including manufacturing, software technology, retail, wholesale distribution, transportation, and financial services as well as clients of different entity types including corporations, pass-throughs (limited liability companies, S corporations, partnerships), not-for-profit organizations, cooperatives, trusts, and individuals.

Lawrence Khan, JD, LLM, Senior Manager, Moss Adams

Lawrence has performed tax consulting services since 2012. He focuses on state and local tax planning, controversies, incentives, and transactional matters for privately held and publicly listed companies. Lawrence has assisted clients on issues in all 50 states on matters involving income and franchise taxes, sales and use taxes, gross receipts taxes, capital-based franchise taxes, and a variety of local taxes.

Chris Parker, JD, Senior Manager, Moss Adams

Chris began his tax career at California’s Franchise Tax Board (FTB) in 2004 and joined Moss Adams to lead the state and local tax controversy practice in 2015. He resolved Moss Adams’ first ever matter before California’s new Office of Tax Appeals, providing over $2.5 million in benefits to the clients. Chris has been involved in matters involving large and mid-size corporations at every level of administrative controversy.

Jennifer Young, CPA, Director, Moss Adams

Jennifer has provided tax assistance to large multistate companies since 2002. She delivers state income, franchise, sales, Oregon CAT, Portland CES, Washington B&O, and property tax experience in multiple industries, with a specialization in transportation and logistics. She has experience in incentives identification and negotiation, audit defense and settlement, due diligence, corporate reorganizations, tax accounting, and entity simplification.

CPE Information

PROGRAM LEVEL: Basic
CREDITS: Taxes: 1
DELIVERY METHOD: Webcast
LEARNING OBJECTIVES: After completing this training, participants will be able to: identify state tax offerings to work around the federal cap on SALT deductions; distinguish organizational structures that benefit from the state tax offerings; and quantify the potential estimated tax benefit of the state tax offerings.
PREREQUISITES: None
REFUND POLICY: For more information about administrative policies regarding CPE, refunds or complaints, please contact Amanda Marquez at (505) 878-7216 or send them an email.
Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 

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