Key takeaways
Host: Roburt Waldow, principal, Deloitte Tax LLP
Presenters: Jake Atkins, senior manager, Deloitte Tax LLP
Cheryl Kuhn, senior manager, Deloitte Tax LLP
Shirley Wei, senior manager, Deloitte Tax LLP
1.0 Overview CPE credit | Taxes
Over the past several years, states have imposed new tax requirements for passthrough entities. Most recently, California implemented a new tax basis capital account reporting requirement and Illinois enacted changes to its investment partnership law. Additionally, many states continue to issue guidance surrounding passthrough entity taxes. We’ll discuss:
- Changes to California’s tax basis capital account reporting requirement for 2023
- Illinois’ investment partnership law changes and anticipated administrative guidance
- Considerations surrounding the passthrough entity tax in California, Illinois, New York, and other states
Meet the host
Roburt Waldow
Roburt regularly represents clients in multistate tax compliance, planning, transactional and controversy matters. Roburt is a past chair of the Banking and Savings Institutions Committee of the American Bar Association Tax Section and has served on the Executive Committee of the California State Bar Tax Section. He is a frequent speaker on state tax matters at conferences throughout the country, including those sponsored by the American Bar Association, the California State Bar Tax Section, the San Francisco Bar Association, Tax Executives Institute (TEI), Council on State Taxation (COST), and BNA/Cite. He is a contributing author to the CCH California Tax Analysis: Corporation Tax (2d ed.) and has coauthored articles published in BNA’s Tax Management series, the Journal of Taxation and Regulation of Financial Institutions, and Tax Analysts’ State Tax Notes. Roburt is a member of both the State Bar of California and the New York State Bar. He was named the Best Lawyers’ Orange County Tax Law “Lawyer of the Year” in 2014, 2016 and 2018 and was selected for inclusion in the 2013-2020 editions of The Best Lawyers in America in the practice area of Tax Law. He was also selected for inclusion in Super Lawyers—Rising Stars Edition 2009. Roburt received a BS in business administration from University of the Pacific, his JD from Duke University School of Law, and LLM in taxation from New York University School of Law.
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