Kathy Freeman
Managing Director
Deloitte
Kathy is widely recognized expert in California franchise and income tax matters. She has extensive experience in California franchise tax issues affecting a broad range of industries, and is a Jurisdictional Tax Lead specializing on California tax issues for Deloitte's largest clients throughout the country. Her clients include major companies in the financial, telecommunications, technology, service, defense, construction, health care, retail and manufacturing industries. Before coming to Deloitte, she spent 23 years with the California Franchise Tax Board, where she was a Settlement Officer for the Legal Branch, a top technical advisor for the FTB's Multistate Audit Branch, and a key participant in major policy-level decision making with respect to FTB audit programs, litigation positions, and legislative and regulatory matters. She spent 14 1/2 years at PWC as a subject matter expert specializing in California audit defense; controversy matters including protest, settlements and appeals; and California residency issues.
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Managing Director
Deloitte
Carl Joseph
Principal | Indirect and State & Local Tax Services
Ernst & Young
Carl Joseph recently joined Ernst & Young LLP as a Principal in the Financial Services Indirect and State and Local Tax practice, based in Sacramento. Carl has extensive knowledge and experience with California multistate tax issues spanning almost two decades. Prior to joining EY, Carl was Counsel-Multistate Tax Affairs for the California Franchise Tax Board. He was with the Franchise Tax Board for 18 years and was responsible for coordinating multistate tax policy issues within the legal division. This included overseeing regulatory and adjudicatory efforts in the multistate arena, as well as protests and appeals raising complex multistate tax issues. He also represented the Franchise Tax Board before the Board of Equalization in numerous appeals. Prior to this, Carl served as Bureau Director for the Multistate Tax Law Bureau of the Legal Division. Carl has a degree in economics from the University of California, Irvine and his JD from McGeorge School of Law in Sacramento, California.
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Principal | Indirect and State & Local Tax Services
Ernst & Young
Jim Levinson
Sales/Use Tax Partner
PwC
Jim is a partner based in PwC’s San Diego office and leads the PwC Indirect Tax practice in the Southern California/Phoenix/Las Vegas market. He has extensive experience and a proven track record working with clients to address the sales/use tax challenges they face is their respective industries. During his 30 years of state and local tax experience, he’s worked with clients across the country in a wide range of industries including manufacturing, healthcare, medical device, pharmaceutical, bio-technology, government contractors, construction, retail, technology, digital goods software and cloud computing, financial services, entertainment, media, hospitality, and telecommunications.
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Sales/Use Tax Partner
PwC
Gina Rodriquez
Director, State and Local Tax
KPMG
Gina is a director in KPMG’s state and local tax practice. She has a strong background with California income, franchise, sales/use, property, excise and employment taxes, working closely with the regulatory agencies responsible for administering these taxes. She has long-standing relationships with key staff at the Franchise Tax Board, Board of Equalization, Employment Development Department, State Controller’s Office, Secretary of State, as well as with local county assessors and recorders.
Prior to joining KPMG, Gina directed the legislative, regulatory and judicial programs for the nonpartisan California Taxpayers Association. She was instrumental in filing amicus letters and briefs for several California Supreme Court and appellate court tax cases; ensuring the expeditious resolution of the organization’s controversy workload; and analyzing tax reform proposals, including California’s proposal to impose a sales tax on services and to impose of a split-roll property tax. She also served as one of the youngest tax administrators in the nation while working for the Franchise Tax Board.
Gina is responsible for clients in a cross-sector of industries, including financial services, refineries and petroleum, utilities, real estate, technology, retail, and agricultural.
Gina holds a MS degree in Taxation and a BS degree in Accounting.
https://www.kpmg.us/bios/r/rodriguez-gina.html
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Director, State and Local Tax
KPMG
Eric Coffill
Senior Counsel
Eversheds-Sutherland
Eric J. Coffill has nearly 40 years of experience counseling clients on state and local tax controversy and litigation matters at the administrative, trial and appellate levels, particularly those involving the California Franchise Tax Board (FTB) and the California Department of Tax & Fee Administration. His practice includes advising high-net-worth individuals on their most significant matters, including California residency and sourcing issues.
Eric is the principal author of more than 100 articles on a variety of state tax topics and is a co-author of the Bloomberg Tax California Corporation Income Tax Navigator and the Bloomberg Tax California Pass-Through Entity Navigator. He also serves on the advisory boards of Tax Notes State and the Journal of Multistate Taxation and Incentives.
Eric has been consistently recognized annually as one of the country’s leading tax practitioners by, among others, Chambers USA (Band 1), The Legal 500 US, and Best Lawyers in America. He is a frequent speaker at national tax conferences, including those sponsored by COST, TEI, IPT and the California Lawyers Association. He served as a state and local tax adjunct professor at UOP McGeorge School of Law for nearly 10 years, and has taught corporate multistate income/franchise tax for the University of California (MLK Law School Davis) annually since 1991.
Eric served as a member of the Juvenile Justice Committee of the State Bar of California and as a member of the Standing Committee on Legal Services to Prisoners, Legal Services Committee, of the State Bar of California. He received an Award for Exceptional Contributions for Delivery of Legal Services to Prisoners from the Legal Services section of the State Bar of California; the Benjamin F. Miller Award from the Tax Section of State Bar of California; and is a Life Fellow of the American Bar Association.
Before assuming his current role in 2016, Eric was a tax partner in the Sacramento office of Morrison & Foerster LLP for over 20 years and served as the managing partner of the Sacramento office for 13 years. Before that, Eric worked in the FTB Legal Division for approximately ten years. Before that, Eric began his career as a criminal defense trial/appellate attorney.
https://us.eversheds-sutherland.com/People/Eric-J-Coffill
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Senior Counsel
Eversheds-Sutherland
Brad Marsh
Shareholder
Greenberg Traurig
Bradley R. Marsh is Co-Managing Shareholder of the San Francisco office and focuses his practice on tax controversy matters, including property, sales, payroll, business license, employment, franchise, parcel, district, documentary transfer, transient occupancy, utility user, income, parking, gift and estate taxes. He serves as a co-chair of the State and Local Tax (SALT) Practice. Brad represents clients in audits, litigation and administrative hearings, as well as analyzing transactions and business models, and developing strategies for legislative resolutions.
https://www.gtlaw.com/en/professionals/m/marsh-bradley-r
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Shareholder
Greenberg Traurig
Kurt Oneto
Partner
Nielsen Merksamer Parrinello Gross & Leoni, LLP
Kurt Oneto is a Partner practicing a wide range of government, tax, and regulatory matters with a specific focus on statewide initiative and referendum campaigns. He has extensive experience representing clients before state agencies involved in licensure disputes, procurements, and regulatory hearings, has litigated numerous California state and local tax cases, and has served as counsel and legal strategist to over 50 ballot measure campaigns both in California and more than a half dozen other states.
Mr. Oneto is a recognized expert in California’s state initiative and referendum processes, and serves as a member of the firm’s government law, regulatory, and litigation practice groups.
Prior to joining Nielsen Merksamer, Mr. Oneto served as a legislative analyst with the California District Attorneys Association and as a legislative aide to a member of the California State Senate.
https://www.nmgovlaw.com/team/kurt-oneto/#person-publications
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Partner
Nielsen Merksamer Parrinello Gross & Leoni, LLP
Joan Armenta-Roberts
SUT Technical Tax Consultant
CalTax
Joan joined CalTax in February 2020 as a Technical Tax Consultant with expertise helping taxpayers navigate California’s complicated sales and use tax laws. She has more than 25 years of sales and use tax experience, both in the private sector and through her work as a top advisor to State Board of Equalization Member Dean Andal, who chaired the BOE and successfully implemented reforms that promote efficiency and sound tax policy. Her extensive experience also includes more than 18 years with PwC and KPMG, two of the “Big Four” accounting firms, and most recently running her own sales tax consulting business.
https://www.caltax.org/about-caltax/staff/
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SUT Technical Tax Consultant
CalTax
Randy Ferris
Managing Director
EY
Randy Ferris joined Ernst & Young LLP’s Indirect Tax Practice in California as an Executive Director. Ferris worked for 20 years at the California State Board of Equalization, holding several roles, including Chief Counsel, Senior Business Taxes Attorney, and Appeals Conference Holder and Reviewer. Ferris oversaw the BOE’s Legal Department, provided legal advice, issued legal opinions, drafted regulations, formulated and developed policies to implement laws, and provided impartial analyses of tax disputes.
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Managing Director
EY
Susan Bittick
Principal
Ryan
Specializes in state tax legislative and regulatory analysis, developing public affairs strategies, and providing advocacy services to clients in all industries. Responsible for the development of Ryan's Public Affairs Practice.
https://www.ryan.com/about-ryan/leadership/susan-bittick/
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Principal
Ryan
Jeffrey Varga
Attorney, Tax Department
Paul Hastings
Jeffrey Varga is of counsel in the Tax practice of Paul Hastings and is based in the firm’s Los Angeles office. He focuses his practice on tax controversy and litigation. Mr. Varga has represented taxpayers in a variety of state, federal, and local tax matters, including complex tax cases before California courts of appeal and superior courts, the United States Tax Court, federal district courts, criminal investigations, and civil audits. Before joining Paul Hastings, Mr. Varga served as a trial attorney with the Criminal Section of the Tax Division of the United States Department of Justice, where he was involved in all phases of criminal tax prosecutions. Mr. Varga also served as an Assistant United States Attorney in Los Angeles, where he handled civil tax cases before United States district and bankruptcy courts and California state courts.
https://www.paulhastings.com/professionals/details/jeffreyvarga
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Attorney, Tax Department
Paul Hastings