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State Taxes

Cozen O'Connor

Exception to General Refund Limitations Period for PA Corporate Net Income Tax for Report of Change

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In an unusually taxpayer-friendly decision, a three judge panel of the Pennsylvania Commonwealth Court concluded that Section 406 of the Tax Reform Code of 1971 (the code), 72 P.S. § 7406, is an exception to the general...more

Venable LLP

Estate Planning in the OBBBA Era: What the $15 Million Exemption Means For You

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This has been an interesting year for estate planning. What began as a year of uncertainty resolved itself on July 4, 2025 with the enactment of the One Big Beautiful Bill Act (OBBBA). ...more

Winstead PC

Texas Comptroller Reaffirms Sales Tax on Exempt Construction Services Included in Total Charge

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The Texas Comptroller of Public Accounts recently upheld an assessment of additional sales tax on construction services performed between 2014 and 2017. [(Tex. Comptroller of Pub. Accts., Decision No. 118,954, June 10, 2025)]...more

Pillsbury Winthrop Shaw Pittman LLP

California Updates Tax Regulations on Technology Transfer Agreements

The California Department of Tax & Fee Administration has proposed changes to simplify determining when tangible personal property has been transferred for sales tax calculations....more

Buchalter

Florida House Bill 7031 – Business Rent Tax Repeal

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Business Rent Tax is the term used in the State of Florida under Title XIV, Chapter 212, Section 031, in which Landlords of commercial property are taxed on “renting, leasing, letting or granting a license for the use of any...more

Holland & Knight LLP

Building Your Future at Holland & Knight: Jennifer Karpchuk's Move to Grow the State and Local Tax Practice

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State and Local Tax (SALT) Team Co-Chair Jennifer Karpchuk shares why she joined Holland & Knight and what she sought in a lateral move: a large platform and a collaborative culture. She notes the firm offers extensive...more

Ward and Smith, P.A.

Budget Stalemates, Helene Relief and Shrimp Trawling: The Themes that Shaped the 2025 Long Session of the NC General Assembly

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Lawmakers successfully enacted two substantial Helene relief packages for Western North Carolina, the first in March and the second in June. However, the session’s defining theme was the growing divide between House and...more

Offit Kurman

The Impact of One Big Beautiful Bill on Estate Planning

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In this episode of Trust Us, Danielle Friedman, Max McCauley, and Herb Fineburg discuss the recent changes brought by the One Big Beautiful Bill Act, which raised the estate tax exemption level starting January 1, 2026....more

K&L Gates LLP

Leveraging Tax Credits to Build Affordable Housing in Massachusetts

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For developers looking to build affordable housing in Massachusetts, tax credits can be a powerful tool to reduce costs and secure financing. Two primary tax credit programs are available: the Low-Income Housing Tax Credit...more

McDermott Will & Schulte

Generative AI chatbot service not subject to Indiana sales tax

In one of the first pieces of administrative guidance addressing the sales tax treatment of generative artificial intelligence (AI) services, the Indiana Department of Revenue (DOR) recently issued a revenue ruling confirming...more

Bradley Arant Boult Cummings LLP

Now That the One Big Beautiful Bill Act Is Law, How Will States Respond? - SALT Alert: Alabama Edition

This was a question often raised during the annual Council On State Taxation (COST)/Tax Leadership Roundtable Southeast Regional SALT Update held earlier this month at the Encompass Health headquarters in Birmingham. The...more

Husch Blackwell LLP

Missouri Irrevocable Trusts Are Now State Tax-Free (Almost)

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On August 28, 2025, Missouri House Bill 754 (HB 754), which was signed by Governor Mike Kehoe on July 10, 2025, will become law, introducing a pivotal change to the state’s tax code concerning non-grantor resident trusts. ...more

Winthrop & Weinstine, P.A.

Minnesota R&D Tax Credit Now Partially Refundable

On June 14, 2025, Minnesota Governor Tim Walz signed H.F. 9 into law, modifying the state’s R&D Tax Credit to make a portion refundable for the first time....more

Weintraub Tobin

Part 1: The One Big Beautiful Bill Act – Tax Breaks for Tips and Overtime, Bigger SALT deduction, and a Boost to PTET Credits

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On July 4, 2025 the One Big Beautiful Bill Act (OBBBA) was signed into law.[1] The OBBBA made several provisions permanent from the Tax Cuts and Jobs Act (TCJA). It also made significant changes aimed to expand deductions,...more

Akerman LLP - SALT Insights

Not-So-Sweet Home: Alabama Lawsuit Risks Constitutional Challenges to the State’s Sales/Use Tax Regime

In mid-August, Alabama cities and a school district (“localities”) sued the commissioner of the Alabama Department of Revenue seeking, in essence, to “de-simplify” the state’s sales and use tax system. The localities claim...more

Blank Rome LLP

Internet Tax Freedom Act Preempts New York’s Imposition of Tax

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The New York State Tax Appeals Tribunal, affirming an Administrative Law Judge, held that the Internet Tax Freedom Act prohibits the Division of Taxation from subjecting to tax the receipts that Verizon New York, Inc....more

Blank Rome LLP

That’s What I Said, Not What I Meant

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It is estimated that over 80 percent of tax cases settle before a hearing is held. While this is generally a positive result for both taxpayers and Departments of Revenue, sometimes the fine print is overlooked—especially...more

Blank Rome LLP

California Office of Tax Appeals Denies Occasional Sale Exemption from Sales Tax to Dental Practice

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In a recently released, nonprecedential decision, the California Office of Tax Appeals (“OTA”) upheld a sales tax assessment of nearly $1 million against an owner/operator of dental practices, finding that the sale of the...more

Lasher Holzapfel Sperry & Ebberson PLLC

Family Investment Vehicles in Limbo: Awaiting Department of Revenue Guidance

The legal landscape for family investment vehicles in Washington shifted dramatically after the Antio LLC v. Department of Revenue decision of the Washington Supreme Court. In Antio the taxpayers were a group of investment...more

Buckingham, Doolittle & Burroughs, LLC

Ohio Sales / Use Tax: BTA Determines Utility Poles Used for Camera Enforcement Were Business Fixtures, Not Real Property, and...

Since the poles were personal property (i.e., business fixtures), the taxpayer’s purchase was subject to Ohio sales / use tax unless an exemption applied. In Conduent State & Local Solutions, Inc. v. Harris, Ohio BTA Case No....more

Dickinson Wright

Ohio Department of Development Updates QEP PILOT Construction Reporting Process

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The Ohio Department of Development (“ODOD”) has made some changes to documents provided by renewable energy projects that have received certification as a Qualified Energy Project (“QEP”) in the Payment in Lieu of Taxes...more

Allen Barron, Inc.

IRS and State Tax Complications of Offshore Investments

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What do you need to know about the IRS and state tax complications of offshore investments? It is common to have international investments in your portfolio, not to mention business interests. How do you navigate the...more

Kilpatrick

Four Key Takeaways from the Top SALT Cases Impacting the Technology Sector

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Kilpatrick’s Jordan Goodman recently spoke at the Council On State Taxation – 2025 SALT Technology Workshop in the San Francisco Bay Area about the “The Top SALT Taxes Impacting the Technology Sector”. This workshop covered...more

Venable LLP

SALT Alert: Final OBBBA Temporarily Expands SALT Cap and Revises AMT Phaseout

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The One Big Beautiful Bill Act (OBBBA or the Act), enacted in July 2025, introduces significant changes to the treatment of state and local tax (SALT) deduction and the alternative minimum tax (AMT). ...more

McDermott Will & Schulte

Fourth Circuit strikes down Maryland’s digital ad tax “pass-through” ban

Maryland’s attempt to stop businesses from telling customers about a controversial tax has hit a constitutional wall. On August 15, 2025, the US Court of Appeals for the Fourth Circuit ruled that the state’s “pass-through”...more

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