Host: Joe Garrett, managing director, Deloitte Tax LLP
Presenters: John Paek, Jack Trachtenberg, and Kathy Freeman
Changes in the economy and technology continue to transform the state tax environment. COVID-19 struck on the heels of Wayfair and federal tax reform creating even more jurisdictional tax uncertainty. As we recover and adapt, companies are left to evaluate the new state tax environment with a focus on resolving today’s uncertain tax positions that may turn into the tax controversies of tomorrow. We’ll discuss:
- Alternative apportionment petitions and other pre-audit agreement considerations; and
- Audit preparation, including the identification of offsets/potential refund claims.
Meet the host
Joe joined Deloitte Tax LLP in 2019 as a managing director in the Multistate Tax practice. Prior to joining Deloitte, Joe served as deputy commissioner for the Alabama Department of Revenue for 17 years. He began his state tax career in public accounting as a state and local tax manager in Atlanta. Joe is well known and respected in the state tax community for his strong tax technical skills, which he demonstrated regularly by working with other states’ tax officials on tax policy matters and subjects such as Wayfair and the state impacts of federal tax reform. Joe is the 2015 recipient of the Paull Mines Award, the Multistate Tax Commission’s award for significant contributions to state tax jurisprudence. He was also the State Tax Notes Notable Tax Administrator of 2016 and featured in that publication’s “Spotlight” article (September 2015). At the Alabama Department of Revenue, Joe led the state’s policy work addressing the state impact of federal tax reform and post-Wayfair implementation issues. Joe also served as a leader of the Multistate Tax Commission’s policymaking work on these and other significant state tax developments. His ability to connect with various states on tax technical or procedural issues provides a substantial benefit to clients. Joe holds a BS in finance from Auburn University, a JD from the University of Alabama School of Law and an LLM in taxation from University of Florida Levin College of Law.