Industry Expertise

Practice Focus

Biography

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.

Selected Publications

  • "Washington Marketplace Fairness Reduction Program" (Moss Adams Alert, May 2018)
  • "Texas Refund Requests Are Due in April for Cable Television, Internet Access, and Telecommunications Service Providers" (Moss Adams Alert, March 2018)
  • "Seattle Sweetened Beverage Tax Exemptions" (Moss Adams Alert, March 2018)
  • "Washington B&O Tax Advisory for Telecommunication Support Payments" (Moss Adams Alert, February 2018)
  • "Washington's New Marketplace Fairness Legislation Is Effective as of January 1, 2018" (Moss Adams Alert, January 2018)
  • "Seattle Income Tax Ruled Invalid" (Moss Adams Alert, December 2017)

Selected Speaking Engagements

  • State Tax Update
    (38th Annual Region IX/X Conference, Tax Executives Institute, Portland , May 2016)
  • State Tax Issues for Investment Managers, Broker-Dealers and Leasing Companies
    (Beyond the Money webcast series, Moss Adams LLP, March 2015)
  • State Tax Issues for Financial Institutions
    (Beyond the Money webcast series, Moss Adams LLP, March 2015)
  • State and Local Tax Update
    (9th Annual Conference for NW Manufacturing and Consumer Products Companies, November 2014)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, Department of Accounting Advisory Board, Western Washington University
  • Member, Tax Section of the American Institute of Certified Public Accountants
  • Member, Washington Society of Certified Public Accountants

Education

  • BA, accounting, Western Washington University
  • MPAcc, taxation, University of Washington