Seminars & Presentations

Speaking Engagements: State and Local Tax Topics

• The California Society of CPAs
• Associated Industries of Missouri
• American Society of Women Accountants-Silicon Valley Chapter
• ASWA/AWSCPA 2007 Joint National Conference (Orlando)
• ASWA/AWSCPA 2004 Joint National Conference (Chicago)
• PKF North American Network - “Big Event” 2008 (Santa Fe)
• San Francisco Area Women Tax Lawyers
• SBA Cisco Systems San Jose Entrepreneur Center
• San Jose State University MST Program Guest Lecturer
• Customized Training for Individual Companies

Sample Presentations

• State Tax Overview
  Discussion of state tax basics. Includes discussion of:
  1. Nexus (taxable presence) for both sales/use and income/franchise taxes
  2. The key Constitutional principles of state tax
  3. Streamlined Sales Tax Project (SSTP) updates
• Hot Topics
  Discussion of nexus and its practical applications for taxpayers:
  1. Remedies for non-filers, including amnesty programs, voluntary disclosure
  2. Latest state and US Supreme Court decisions
  3. Practical applications and state tax planning for income/franchise and sales/use taxes
  4. Impact of Sarbanes-Oxley on state tax
• Overview of Multi-State Tax Credits and Incentives
  Discussion of the types of tax credits and local or state business incentives offered to companies to locate in various states. Includes discussion of:
  1. Types of credits (investment, jobs, enterprise zones)
  2. Why granted
  3. Where to find them
• Overview of California Credits & Incentives
  Detailed discussion of the most common and beneficial tax credits in CA, including:
  1. Enterprise zone credits
  2. R&D credit
  3. Employment Training Panel (ETP) training reimbursement program

In Print

Monika Miles has served as a technical editor of the American Society of Women Accountants’ magazine, The Edge.

Labhart Miles also publishes a newsletter, States of Affair, which addresses state and local current issues, and Labhart Miles principals contribute articles to various publications.