Speaking Engagement

2023 Annual Meeting of the Tax Bar and Tax Policy Conference

Blank Rome State + Local Tax (“SALT”) partners Nicole L. Johnson and Craig B. Fields will serve as a panelist at California Lawyers Association’s (“CLA”) 2023 Annual Meeting of the Tax Bar and Tax Policy Conference, which will be held November 1 through 3 at the Omni Rancho Las Palmas Resort & Spa in Rancho Mirage, California. Blank Rome LLP is pleased to be a platinum sponsor of the Conference. 

ABOUT THEIR SESSIONS

“California Litigation Update”
Thursday, November 2  |  10:50–11:50 a.m.
This panel brings together well-known speakers from the Franchise Tax Board, California Department of Tax and Fee Administration, and private practice to provide a candid overview of the important developments of SALT litigation on a national and state level. The panel covers both key cases in California tax litigation and cases outside the state.

Panelists:

• Ray Rouse, FTB
• Marty Dakessian, Dakessian Law Ltd.
• Robert Merten, Pillsbury
• Nicole Johnson, Blank Rome
• Scott Chavez, CDTFA

“Are You Qualified for 3-Factor Apportionment?”
Friday, November 3  |  1:00–2:00 p.m.
This panel will review California’s statutory equally weighted three-factor scheme under California Revenue and Taxation Code section 25128. Attendees will learn if their business activity could qualify for California’s 3-factor “qualified business activity.” Panelists will review the rules for extractive, banks and financial, savings and loans, and agricultural activities. Further, they will explore the applicability of these rules beyond the “typical” taxpayer.

Panelists:

• Laura Wingert, FTB
• Campbell McLaren, Deloitte
• Craig Fields, Blank Rome
• Yoni Fix, Reed Smith

MCLE credit is available.

For more information and to register, please visit the event webpage.