REPRESENTATIVE EXPERIENCE
Marc’s recent representative experience includes:
- Advising clients with multi-state tax planning including:
- The state and local tax implications of restructuring, mergers, acquisitions and dispositions.
- Developing the most state-tax-efficient transaction and post-transaction structure.
- Identifying the business and tax consequences of the steps necessary to accomplish a transaction.
- Assisting with multi-state legislative analysis, including analyzing the impact of new state tax legislation to existing business operations.
- Representing clients in multi-state tax litigation including:
- Defending clients’ tax positions before state departments of revenue, administrative bodies and judicial fora.
- Developing arguments and strategies in order to achieve practical and efficient solutions to controversy matters.
- Evaluating uncertain state tax positions including:
- Developing the proper approach for analyzing an individual state tax position by determining the proper “unit of account.”
- Analyzing the tax position on the tax technical merits to determine the taxpayer’s likelihood of success.
- Researching state tax authorities’ “administrative practices and procedures” to determine the appropriate unrecognized tax position.
PROFESSIONAL AND COMMUNITY INVOLVEMENT
- Member, Editorial Board, The Tax Lawyer State and Local Tax Edition, American Bar Association
- Member, State and Local Tax Committee, Tax Section, American Bar Association
- Former Member, Tax Section, New York State Bar Association (2006)
RECENT SPEAKING ENGAGEMENTS
- Speaker, “What’s Happening Everywhere—Today?” New York State and City Tax Institute (December 15, 2009)
- Speaker, “Tax Accounting/Fin 48/Privilege,” Tax Executive Institute (TEI) New York Symposium (December 10, 2009)
- Speaker, “SALT Program,” TEI Rochester Chapter (December 2, 2009)
- Speaker, “Expect the Unexpected,” TEI New Jersey Chapter (November 20, 2009)
- Speaker, “Feeling Exposed: Life After Textron,” Council on State Taxation (COST) 40th Annual COST Conference (October 23, 2009)
- Speaker, “Wisconsin Unitary Combined Reporting,” COST Midwest Regional Meeting (October 1, 2009)
- Speaker, “State Tax Planning Developments,” TEI Region VII Meeting (July 9, 2009)
- Speaker, “Unitary Combined Reporting,” TEI Westchester/Fairfield Chapter Meeting (May 20, 2009)
- Spekaer, “State Combined Reporting Developments,” STARTUP Conference (May 14, 2009)
- Speaker, “State Legislative Environment,” TEI Tri-Chapter Meeting (May 5, 2009)
- Speaker, “What to Disclose and When?” New York State and City Tax Institute, New York State Bar Association (March 11, 2009)
- Speaker, “Feeling the Pinch: How State Budgetary Pressures Will Affect Your Dispute Resolution Strategy,” TEI New York Chapter Meeting (February 25, 2009)
- Speaker, “Hot Topics: State Income/Franchise Tax,” The National Multistate Tax Symposium (February 4–6, 2009)
- Speaker, “State Budget Deficits—How to Handle Aggressive Auditors—Winning State Tax Audits and Controversies During Difficult Economic Times,” TEI Westchester/Fairfield Chapter Meeting (January 21, 2009)
- Speaker, “What’s Happening Everywhere—Today?” New York University Institute on State and Local Taxation (December 15–16, 2008)
- Speaker, “Mergers & Acquisitions and Divestitures Tax Attribute Utilization,” 3rd Annual Pharma/Biotech Tax and Transfer Pricing Congress (November 17–18, 2008)
- Speaker, “Staying Afloat in a Sea of Change: Practical Approaches to Complex Financial Reporting Issues,” TEI Financial Reporting Seminar (November 13–14, 2008)
- Speaker, “Nexus,” Interstate Tax Seminar, Advance Sales and Use Seminar (October 29–30, 2008)
- Speaker, “FIN 48 and State Tax Issues,” TEI Annual Meeting (October 20–21, 2008)
- Speaker, “Managing the State Tax Consequences of Your Federal Audit,” TEI IRS Audit & Appeals Seminar (September 18–19, 2008)
- Speaker, “Dealing With the Increasing Transparency and Disclosure Requirements of Tax Return Information,” COST—Great Issues Conference (July 31, 2008)
- Speaker, “State Income and Franchise Tax Update,” TEI Region II Conference (June 17, 2008)
- Speaker, “State Work-Product Doctrine Protection for Tax Workpapers,” Tax Section, American Bar Association (May 5, 2008)
- Speaker, “State Tax Planning Developments,” TEI Oklahoma Chapter (April 3, 2008)
- Speaker, “The Latest and Greatest State Tax Litigation,” TEI New Jersey Chapter (February 15, 2008)
- Speaker, “What’s Happening Everywhere—Today?” New York University Institute on State and Local Taxation (December 2007)
- Speaker, “Unique Challenges of State Tax Issues Under FIN 48,” TEI Financial Reporting Seminar (October 2007)
- Speaker, “FIN 48: Practical Considerations and Implementation Issues,” TEI 57th Annual Mid-year Meeting (April 2007)
- Speaker, “Un-Income Taxes: The Details of Gross Receipts Taxes,” The National Multistate Tax Symposium (February 2007)