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Weekly Report from Washington, D.C.

Congress remained in recess during the week of April 2. Lawmakers are expected to return to Washington, D.C., on April 9. Congress Senate. The Senate Finance Committee (SFC) will hold a hearing on...

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AICPA Offers Suggestions for Bipartisan IRS Reform Bill

The American Institute of CPAs (AICPA) has offered Congress suggestions in an April 6 letter toward lawmakers’ legislative proposal for reforming the IRS. House Ways and Means Oversight Subcommittee...

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Alaska Alternative Capital Gains Tax Repeal Proposed

Legislation reported favorably from the Alaska House Committee on Resources proposes to repeal: the 4.5% alternative tax on a corporate income taxpayer’s capital gains; the corporate income tax credit...

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Oklahoma Introduces State Withholding Certificate

In response to the federal Tax Cuts and Jobs Act (TCJA), Oklahoma is introducing a state withholding certificate. Amendments to rules supporting a new form are pending approval by the governor. OK-W-4,...

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Treasury and IRS Designate Qualified Opportunity Zones (TDNR SM-0341)

The Treasury and the IRS have designated Qualified Opportunity Zones in 15 states and three territories. Private investments in these specific Qualified Opportunity Zones get preferential tax treatment...

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OK Ballot Question on Gross Production Tax Legally Sufficient

An Oklahoma ballot question on whether to increase the gross production tax was held legally sufficient by the Oklahoma Supreme Court. Initiative Petition No. 416, State Question No. 795 will ask...

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Wisconsin Tackles IRC Conformity

Wisconsin updated its Internal Revenue Code (IRC) conformity date for tax years starting in 2018 and later. In the conformity legislation, the state adopted only three provisions in the federal Tax...

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GOP Discussing Second Tax Reform Bill; Former Treasury Official Expresses Doubt

While the White House and top Republican tax writers have been considering a “phase two” of tax reform, a former Treasury official has questioned its chances of success. Dana Trier, former Treasury...

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Alabama Changes Simplified Sellers Use Tax Program

Enacted legislation changes the law regarding the Alabama Simplified Sellers Use Tax Program (SSUT) and conditions for remote entity nexus. Specifically, the bill allows an out-of-state vendor that is...

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Arizona Updates IRC Conformity

Arizona maintained the state’s existing Internal Revenue Code (IRC) conformity date for post-2017 corporate and personal income tax purposes, but updated the conformity date for transaction privilege...

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Kentucky Governor Vetoes Major Tax Legislation

Kentucky Gov. Matt Bevin vetoed major tax legislation that proposed, among other changes, to: update the IRC conformity date for computing corporate and personal income tax liability; replace graduated...

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Maryland Legislature Sends Single-Sales Factor Bill to Governor

The Maryland General Assembly passed bill that would phase-in use of a single-sales factor apportionment formula for corporate taxpayers. Single-Sales Factor Apportionment Formula Beginning with the...

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Ways and Means Approves Bipartisan IRS Reform Package

The House Ways and Means Committee, in an April 11 markup, approved a bipartisan package of nine bills to restructure the IRS for the first time in 20 years. The IRS reform package was approved in...

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Tax Reform Guidance Will Take Years, IRS Chief Says

Acting IRS Commissioner David Kautter told lawmakers on April 11 that implementing tax reform is one of the IRS’s highest priorities, but issuing guidance will likely take years. “Preliminary efforts...

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Kentucky Expands Qualifying 529 Education Institutions and Expenses

Kentucky legislation amends the definition of education institutions and expenses that qualify under the state’s tax exempt IRC Sec. 529 savings plan. The legislation brings Kentucky qualified...

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Oklahoma Enacts Marketplace Sales Legislation

Oklahoma will require third-party online retailers to collect and remit the state’s sales or use tax. Gov. Mary Fallin has signed a bill enacting “marketplace facilitator” tax collection rules....

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Oregon Enacts 529 Account Addback

Oregon will require taxpayers who use funds withdrawn from a 529 savings network account to pay K-12 expenses to addback the amount of the: withdrawal that is attributable to contributions that were...

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Oregon Updates IRC Conformity, Repeals Tax Haven Law

The Oregon governor signed a bill: updating the state’s income tax Internal Revenue Code (IRC) conformity date to December 31, 2017; altering the treatment of the federal temporary dividends received...

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Oregon Extends Interstate Broadcaster Apportionment Provisions

Oregon has extended its current corporate income interstate broadcaster apportionment provisions for two years. The provisions were originally set to expire January 1, 2017. S.B. 1523, Laws 2018,...

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Kautter Updates Lawmakers on 2018 Tax Filing Season, IRS Operations

Acting IRS Commissioner David Kautter on April 12 provided lawmakers with an update on the 2018 tax filing season and IRS operations. Kautter, testifying before the Senate Finance Committee (SFC), told...

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