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Minnesota Supreme Court Holds That Market Research Performed by Sales Representatives Exceeds P.L. 86-272 Protection

The Minnesota Supreme Court has held that market research conducted by an out-of-state company’s sales representatives when visiting in Minnesota exceeded “solicitation of orders” and therefore, the company was not protected...more

Microsoft Prevails in California Dispute on Inclusion of Gross Foreign Dividends in Apportionment Formula

In a decision that may have significant repercussions regarding apportionment for California corporate tax purposes, the California Office of Tax Appeals (“OTA”) has denied the Franchise Tax Board’s (“FTB”) petition for a...more

California Administrative Tribunal Upholds Special Industry Apportionment Formula for Mutual Fund Service Provider

An investment management company subject to California corporate franchise tax was required to source its receipts from the provision of management, administrative, and distribution services furnished to mutual funds based on...more

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