Biography

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. Prior to joining Moss Adams, he practiced public accounting in the San Francisco Bay Area for 20 years.

John assists clients in identifying and implementing state tax planning opportunities, managing state tax filing requirements, and managing audits by tax authorities. He has worked closely with clients in interpreting and applying state apportionment rules as they relate to companies with multi-jurisdictional business operations.

Selected Publications

  • "Application Dates Announced for 2019–2020 California Competes Tax Credit" (Moss Adams Alert, July 2019)
  • "2019 Q1 Tax Updates for Technology, Communications, and Life Sciences Companies" (Moss Adams Insight, April 2019)
  • "Nearly $75 Million Available in March for California Competes Tax Credit Program" (Moss Adams Alert, March 2019)
  • "2018 Year-End Tax Update and Industry-Specific Resources" (Moss Adams Insight, December 2018)
  • "New San Francisco Business Taxes Coming in 2019" (Moss Adams Alert, December 2018)
  • "$75 Million Is Available in January for California Competes Tax Credit Program" (Moss Adams Alert, November 2018)
  • "Important Q3 Tax Updates Affecting Your Industry" (Moss Adams Insight, October 2018)
  • "$70 Million Available During the First Application Period in the Recently Extended California Competes Tax Credit Program" (Moss Adams Insight, July 2018)
  • "Q2 Tax Updates for Technology, Communications & Media, and Life Sciences Companies: Revenue Recognition, South Dakota v. Wayfair Supreme Court Decision, and Other Key Changes" (Moss Adams Insight, June 2018)
  • "State-By-State Apportionment Schedules Could Help Businesses Better Comply with State Laws" (Journal of Multistate Taxation and Incentives, June 2018)
  • "IRC Section 965 and State Tax Compliance-Additional Attention Required" (Moss Adams Insight, May 2018)
  • "$55 Million Is Available During the Final Application Period in the California Competes Tax Credit Program" (Moss Adams Alert, February 2018)
  • "State Income Tax Implications of the Tax Cuts and Jobs Act" (Moss Adams Insight, February 2018)
  • "The Franchise Tax Board Won’t Appeal Swart Decision—See if You Qualify to File a Refund Claim" (Moss Adams Alert, June 2017)
  • "Q2 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies" (Moss Adams Insight, June 2017)

Selected Speaking Engagements

  • 2017 Year-End State and Local Tax Update
    (Moss Adams Webcast, December 2017)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, business economics, University of California, Santa Barbara
  • MS, taxation, Golden Gate University