Complimentary CLE & CPE Webinar: Overview of US State and Local Taxation
CLE Melinda Fellner · April 27, 2018
Companies coming to the US from foreign countries must not only consider the US federal tax system but also consider the different taxing systems of the 50 different US states. These different tax systems can be a critical factor to determine in which state to base US operations and influence how business is conducted. This webinar will include the following:
• Overview of the different types of state taxes
• Discuss planning opportunities when entering and operating in the US market.
• Identify options available to businesses that have been operating in the US without satisfying their state tax obligations
• Discuss the pending US Supreme Court Case, South Dakota v. Wayfair, which has the potential to fundamentally change the landscape of sales (indirect) tax in the US.
About the Panelists
Melinda Fellner, JD, LL.M., Partner Rimon Law
Melinda Fellner, a Partner at Rimon Law, focuses her practice on tax matters including federal, state and international tax. Melinda’s experience includes business structuring, acquisitions and reorganizations, and joint ventures and partnerships in both the domestic and offshore world. This experience includes negotiating and drafting operating agreements and drafting organizational and transactional documents for corporate transactions. She has cultivated specific expertise in the international arena, including guiding affected clients through the IRS Streamlined Offshore Programs and the IRS Offshore Voluntary Disclosure Program and assisting with other offshore income issues. Additionally, Melinda routinely represents clients in federal and state tax controversies.
Len Nitti, CPA, MST, Principal, Wilkin & Guttenplan, P.C.
Len Nitti, a Principal at Wilkin & Guttenplan P.C., joined the firm in 1999. Len has a broad range of clientele including closely-held businesses, high net worth individuals, professional athletes, and real estate entities, including affordable housing, green energy incentives, and urban real estate. His knowledge in Federal and State taxation extends far beyond the compliance aspect and encompasses planning, research and problem solving. His major areas of concentration in taxation include real estate, partnership, and state and local tax. Len’s expertise also includes structuring complex transactions, coordinating voluntary disclosure agreements, exit strategies for real estate owners and identifying tax savings opportunities and other financial incentives for his clients.
Vinay S. Navani, CPA, CGMA, MBA, MST, Shareholder, Wilkin & Guttenplan, P.C.
Vinay S. Navani, Shareholder at Wilkin & Guttenplan, P.C., joined the firm in 1998. He assists his clients on income tax planning and compliance matters such as business sales and restructuring, retirement plans, charitable giving strategies, tax audits and other topics. Vinay also advises on U.S. tax aspects of international business, U.S. citizens living overseas and foreign nationals present in the United States. Immediately prior to joining the firm, Vinay served as Technical Manager for the American Institute of Certified Public Accountants’ Tax Information Phone Service. In this capacity, he provided tax research services as well as professional expertise to other Certified Public Accountants (CPAs). He was also previously a tax manager at an international CPA firm.
David A. Fruchtman, JD, Chair of Rimon’s State and Local (Subnational) Taxation PracticeDavid A. Fruchtman, Counsel at Rimon, is a graduate of Harvard Law School. He filed a brief with the U.S. Supreme Court in the Wayfair case mentioned above. David’s clients include market-leading heavy equipment manufacturers, marketing companies, travel lodging providers and vehicle rental companies, as well as mid-sized retailers and financial services companies. David has assisted clients on issues in all 50 states, on matters involving income taxes, franchise taxes, sales and use taxes, real property transfer taxes and a variety of other state and local taxes. His practice is equally divided between tax planning and tax controversy work. His planning work includes tax efficient structuring of businesses and transactions, and frequently requires working with tax authorities to obtain favorable letter rulings. He enjoys advising foreign companies that are expanding into the United States, and in 2010 assisted an American affiliate of an Israeli company in one of Wall Street’s most successful IPOs of the year.