Thursday, June 22, 2023
Program: 2:00 p.m.–4:00 p.m. | Networking Reception: 4:00 p.m.–6:00 p.m.
Ace Hotel
20 W 29th St | New York, NY 10001
This session will cover issues of concern to the financial services industry, including sourcing of receipts from trading and investment income, the treatment of “other financial instruments” and tangible personal
In Matter of Sunoco Inc. (R&M) Combined Affiliates, a Division of Tax Appeals Administrative Law Judge (ALJ) determined that Sunoco’s sale of oil pursuant to buy/sell arrangements was not a “sale” for purposes of computing Sunoco’s New York State Article 9-A sales factor. The ALJ’s determination was based upon her finding that Sunoco was
In the 2022 Louisiana Regular Legislative Session, the Louisiana Legislature enacted Act 410, modifying the deadlines for filing partnership, fiduciary, and corporate income tax returns. Specifically the Act obsoleted the process by which most taxpayers obtained extensions of time to file. These changes were then implemented by the Louisiana Department of Revenue (the Department) in final
Jones Walker SALT team members Jay Adams, Andre Burvant, John Fletcher, and Jeff Birdsong will discuss state tax cases, issues, and policy matters to watch. Additionally, the team will cover internal reorganization and looking beyond due diligence, deal documents, and closing.
The New York Budget Bill, SB.4009/A.B.3009, introduced on Sunday includes a provision allowing the NYS Department of Taxation and Finance (“Department”) to appeal determinations of the Tax Appeals Tribunal to the New York State Appellate Division under certain circumstances. Currently, the Tax Law allows only the taxpayer to appeal determinations of the Tax
Jones Walker LLP announced today that the firm has welcomed two new partners to its growing state and local tax (SALT) team, Chris Lutz and Kathleen Quinn.
Chris joins the Washington, DC office, and Katie joins the New York office. With the addition of former Barclays Capital partner and IRS veteran Alysse McLoughlin in