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Proposed Reforms to the San Francisco Business Tax System

By Shail Shah & Katy Stone on February 26, 2024
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san francisco

Following the impact of remote and hybrid work on San Francisco, the San Francisco Offices of Treasury and Controller drafted a joint proposal to mitigate risks in the current tax structure. The proposal may serve as a framework for a ballot measure presented to voters on the November 2024 ballot. The proposal currently is revenue neutral; however, it is not yet clear where the final measure could land.

Continue reading the full GT Alert.

Photo of Shail Shah Shail Shah

Shail Shah has been helping clients address California tax problems for more than 15 years. His clients range from Fortune 25 companies to high-net-worth individuals. He focuses his practice on complex California tax planning and representation in front of the California Franchise Tax…

Shail Shah has been helping clients address California tax problems for more than 15 years. His clients range from Fortune 25 companies to high-net-worth individuals. He focuses his practice on complex California tax planning and representation in front of the California Franchise Tax Board (FTB), California Department of Taxation and Fee Administration (CDTFA), Office of Tax Appeals (OTA), Board of Equalization (BOE), and various administrative and judicial adjudicating forums at both the state and local levels. He provides advice on both proactive residency planning and residency audit defense.

Shail’s experience includes working as an attorney at the California Franchise Tax Board (FTB). He utilizes his experience to attempt to turn audits into potential refund opportunities, using tax assessments as openings to persuade state agencies that his clients may be due refunds.

Shail is an Executive Committee member of the Tax Section for the California Lawyers Association (CLA).

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Photo of Katy Stone Katy Stone

Katy Stone focuses her practice on tax controversy and litigation, centering on complex areas such as international tax, multistate income apportionments, remote worker and payroll taxes, and administrative procedures. She represents an array of clients ranging from multinational corporations, partnerships, and financial institutions…

Katy Stone focuses her practice on tax controversy and litigation, centering on complex areas such as international tax, multistate income apportionments, remote worker and payroll taxes, and administrative procedures. She represents an array of clients ranging from multinational corporations, partnerships, and financial institutions, to tax-exempt organizations and individuals. She navigates the intricate landscape of federal and state income tax controversies at various stages, including audits, administrative appeals, and judicial proceedings.

Katy has represented clients before the U.S. Tax Court and the U.S. Court of Federal Claims, as well as various taxing authorities in contentious tax matters. Additionally, Katy assists companies in tax planning and multistate income apportionment analysis.

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  • Posted in:
    Energy, Tax
  • Blog:
    Legacy Advisors
  • Organization:
    Greenberg Traurig, LLP

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