Top Tax Strategies for California Businesses in 2018

Start time:
February 22, 2018 10:00 AM PST
1 hour
Amanda Marquez, Moss Adams, 505-878-7216.
Cost to attend:

Companies operating in California can realize significant tax savings while expanding their headcount and facilities. Throughout each stage of the process, from concept to construction to a finished building, there are three specific tax strategies businesses in the state can leverage to reduce their tax burden. As each phase of expansion is completed and each tax strategy is used the tax savings potential grows exponentially.

In this webcast, we’ll highlight top tax-planning strategies for California-based businesses, including the California Competes Tax Credit (CCTC), partial sales and use tax exemption, and cost segregation studies–helping you increase your tax savings each step of the way.



Roger Burggrabe, Senior Manager, Moss Adams

Roger has practiced public accounting since 2004. He specializes in tax solutions with cost segregation studies, repair and maintenance cost reviews, and tangible property regulations consulting. He also provides assistance with accounting method changes, energy credits and incentives, fixed asset management, and tax depreciation research. In addition to tax consulting, Roger has professional experience with lean manufacturing, 5S methodology, ISO 9000 standards, and activity-based costing. He advises clients across the country in multiple industries, including assisted living, food processing, hospitality, manufacturing, retail, software, real estate, and telecommunications.

John Clausen, Director, Moss Adams

John has consulted with clients on state and local income and franchise tax matters since 2004. He has served businesses ranging from startups to Fortune 500 companies in the technology, professional services, financial, manufacturing, energy, and retail industries. John assists clients in identifying and implementing state tax planning opportunities, managing state tax filing requirements, and managing audits by tax authorities.

Curtis Miyaji, Senior Manager, Moss Adams

Curtis has provided accounting and tax advice to clients throughout the Silicon Valley Bay Area and has worked with companies ranging from the smallest start up to Fortune 500 MNCs. He focuses on US indirect taxes, specifically state sales and use tax, and has experience providing accounting, business, federal, state, local, and international transaction tax services.

Registration Form


CPE Information

Program Level:
Taxes: 1
Delivery Method:
Learning Objectives:
After completing this training, participants will be able to indentify the critical timing to apply for the CCTC and the steps involved, describe the increased eligibility to qualify for California's partial sales and use tax exemption and identify which activities qualify, summarize benefits of a cost segregation study and know when this opportunity is relevant, and explain how a business can take advantage of all three tax strategies to exponentially reduce their tax liability.
Advanced Preparation:
Target Audience:
Audit Committee Members, CEOs and other C-level Executives, Chairpersons, Controllers, Directors, HR Managers, Individuals, Internal Accountants, Managers, Owners, Presidents/VPs, and Treasurers.
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Amanda Marquez at 505-878-7216 or send her an email.

Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: