Adam has been providing state and local tax planning for public and privately held clients since 2005. He routinely assists clients with Washington tax matters in the areas of audits and appeals, refund requests, voluntary disclosure and amnesty, letter rulings, tax planning and structuring, tax incentives, and nexus analysis. Adam also assists clients with multistate income and franchise tax matters in the areas of tax provisions and reserves, nexus, allocation and apportionment, business versus nonbusiness income, filing methodologies, and pass-through issues such as withholding and composite filing. Furthermore, Adam assists clients with multistate sales and use tax matters in the areas of taxability analysis, refund requests, ruling requests, voluntary disclosure, and amnesty.
Adam has a broad range of state and local tax experience in the financial services, biotechnology, software and technology, manufacturing and distribution, and retail industries.