State and Local Articles

Auditor Independence in the Age of Private Equity: What CFOs Need to Know

TaxOps Partner Lindsay Haskell and Corporate Tax Advisor Dan DeLau discuss what CFOs and Controllers Should Be Asking About Audited Financial Statements Auditor Independence in the Age of Private Equity Roll-Ups A CFO sits across from a longtime audit partner. The...

Section 174 Decoupling: What Tax Pros Need To Know State By State

TaxOps Partners Jamie Overberg and Sean Espy navigate the State By State Decoupling from Federal Section 174 Capitalization Rules Section 174 Decoupling: What Every Tax Professional Needs to Know If you are filing state tax returns this spring and assuming the rules...

TaxOps Welcomes Sean Espy as Partner, Tax Minimization

TaxOps welcomes Sean Espy as Partner in Tax Minimization We are pleased to announce that Sean Espy has joined TaxOps Minimization as Partner. Sean brings more than 25 years of consulting experience spanning public accounting, legal, and industry settings — including...

Your Tax Footprint Is Probably Bigger Than You Think: What Finance Leaders Need to Know About State Nexus

A conversation with Marc Gordon, Head of State and Local Tax, and Lindsay Haskell, Partner at TaxOps There's a question that keeps CFOs up at night more than a surprise audit: "Do we have nexus somewhere we don't know about?" If you're not sure of the answer, you're...

Market-Based Sourcing in State and Local Taxation

Apr 15, 2025 | State and Local, Tax News

Market-based sourcing attributes sales of services to where the benefit is received, often requiring a "look-through"...

California Tax Developments: The Implications of New Regulations with Michael Cataldo pt. 2

Mar 19, 2025 | Podcast, State and Local, Tax News

California Tax Developments: The Implications of New Regulations with Michael Cataldo: Part 2 Hosts & Guests...

Preparing Revised Form 6765 for the R&D Credit CPE

Mar 18, 2025 | Events, State and Local, Tax News

Join Partners Mark Dunning and Jamie Overberg at TaxOps for upcoming CPE on preparing revised Form 6765 for the...

Boost Transaction Value with SALT Due Diligence

May 16, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they delve into the complex tax considerations that business...

Holistic Leadership Building Community and Embracing Change with Sandra Wiley Part 1

May 6, 2024 | Podcast, State and Local, Tax News

Holistic Leadership: Building Community and Embracing Change with Sandra WileyHosts & Guests Meredith Smith, State...

Unique Local Compliance Challenges Post-Wayfair CPE

Apr 8, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they explore the impact of the Wayfair decision on local tax collection...

Challenging California’s Underground Regulations: Exploring the ACMA’s Advocacy Efforts Part 2

Apr 7, 2024 | Podcast, State and Local, Tax News

Challenging California's Underground Regulations: Exploring the ACMA's Advocacy Efforts with Paul Miller (Part 2)Hosts...

Challenging California’s Underground Regulations: Exploring the ACMA’s Advocacy Efforts Part 1

Apr 6, 2024 | Podcast, State and Local, Tax News

Challenging California's Underground Regulations: Exploring the ACMA's Advocacy Efforts Part 1Hosts & Guests...

Mastering Sales & Use Tax Compliance, Customer Invoicing

Apr 4, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they explore customer invoicing challenges and best practices related to...

Allen Gregory on Value-Based Pricing for The Boomer Briefing

Apr 2, 2024 | ASC 740, Federal Tax, State and Local, Tax Minimization, Tax News

On this episode of the Boomer Briefing Podcast, Allen Gregory, Partner, Federal Tax at TaxOps, talks about billing...

State and Local Tax Automation: Tools and Techniques to Facilitate Compliance CPE

Mar 14, 2024 | Events, State and Local, Tax News

Join Tram Le and Judy Vorndran at TaxOps as they delve into the benefits and caveats of automating state and local tax...

The Power of Data: Vertex’s Approach to Keeping Pace with Tax Changes Part 2

Mar 5, 2024 | Podcast, State and Local, Tax News

The Power of Data: Vertex’s Approach to Keeping Pace with Tax Changes Part 2Hosts & Guests Judy Vorndran, Partner,...

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