Speaking Engagement

30th Annual Paul J. Hartman State and Local Tax Forum

Blank Rome State + Local Tax partners Nicole L. Johnson and Mitchell A. Newmark will serve as panelists at the Vanderbilt University Law School’s 30th Annual Paul J. Hartman State and Local Tax Forum, being held October 23 to 25, 2022, in Nashville, Tennessee.

ABOUT NICOLE’S SESSION

Nicole, who is a Forum Advisory Board member, will speak on the “Here a Local Tax—There a Local Tax—Everywhere a Local Tax!” panel, which takes place on Tuesday, October 24, from 11:15 a.m. to 12:15 p.m.

In the current economic climate, many localities have expanded their taxes and audit activity to bring in much-needed revenue. Unfortunately, the localities are often understaffed and have little publicly available guidance for imposing the taxes, creating uncertainty for tax practitioners, taxpayers, and administrators alike. This panel will discuss recent developments in local taxes and how those developments are impacting taxpayers.

Panelists:

• Nicole Johnson, Partner, Blank Rome LLP; New York, NY
• Amber Rutherford, Senior Manager, Deloitte Tax LLP; Nashville, TN
• Andres Vallejo, Founding Partner, Vallejo Antolin Agarwal & Kanter LLP; Walnut Creek, CA

ABOUT MITCHELL’S SESSION

Mitchell’s session, “Market-Based Sourcing—Looking through the Looking Glass,” is scheduled for the following day, Wednesday, October 25, from 8:45 to 9:45 a.m.

Market-based sourcing was supposed to be a simpler and less controversial approach than costs of performance, but sometimes things are not as simple as they initially seem. In this session, panelists will discuss recent cases applying market-based sourcing to service revenue and share their personal experiences working with states as they navigate the gray areas in sourcing sales to the market.

Panelists:

• Barbara Coulter, Partner, PwC; Atlanta, GA
• Lorie Fale, Partner, Akerman LLP; Miami, FL
• Mitchell Newmark (Moderator), Partner, Blank Rome LLP; New York, NY
• Maria Todorova, Partner, Eversheds Sutherland (US) LLP; Atlanta, GA

ABOUT THE FORUM

The Professor Paul J. Hartman Memorial State and Local Tax (“SALT”) Forum, sponsored in conjunction with the Vanderbilt University Law School, provides industry, practitioners and state revenue employees the opportunity to participate in a quality forum exploring significant national developments and trends in state and local taxation. The Forum features speakers with the knowledge, expertise, and communication skills to impart current developments as well as the practical solutions and planning opportunities in structuring and reporting state and local tax transactions.

CLE credit is available.

Blank Rome is pleased to be a Gold Level sponsor of the Forum.

For more information, please visit the event website.