Subject Matter Expert

Describe a complex written document, policy, procedure, or manual, you have written.

What is the topic?

The topic in this situation was a merger transaction between two C corporations. The objectives and/or goal was tax mitigation to reduce the taxpayer’s corporations tax California liability. The audience was the shareholders of the entities as well as the federal and California tax agencies as well as their investors. The challenges where collecting data as well as managing the leadership of both entities and overseeing the overall merger teams.

The outcome was relatively beneficial for the entities as well as their shareholders and employees as the merger streamlined the overall business as well as sustaining the client/customer relationships.

Describe a complex written document, policy, procedure, or manual, you have written.

An entity under audit, was in protest and potential appeal related to a multinational corporation under audit, specifically applying Apple dividend ordering with respect to the companies. With respect to the overall goal. Specifically, in most cases the goals and objections are mitigation of taxpayer’s overall tax liability or resolution either through a protest hearing, the appeal process or potential litigation. In addition, depending on the issue, the department may address the issue within a protest hearing with a protest hearing officer or through the appeals process to resolve the issue.

While in training, a majority of the audience was made up of the staff, as well as mangers, and directors. In addition, a number of subject matter experts are also provided to develop the staff so as to develop and provide guidance to the subject matter expert with a wide breath of knowledge on the relevant issues of concern. In working with the staff, the biggest challenges were tracking the interment changes in the laws.

Specifically, adoption of, the cannabis legislation, as well as the, legislation updates, in addition of the legislation related to the new employment credit. Last, the New Employment Credit (“NEC”) is available, On or after January 1, 2014 and before January 1, 2026.

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