August 7, 2020

Volume X, Number 220

Roburt J. Waldow

Roburt Waldow is a partner in the Tax and Estate Planning Practice Group in the firm's Orange County office.  Roburt focuses his practice on state and local tax, regularly representing clients in controversy matters, from audit through litigation, and advising clients on transactional and planning matters.

Roburt was a member of the Executive Committee of the California State Bar, Taxation Section and a former chair of the Banking and Savings Institutions Committee of the American Bar Association Tax Section. He has participated in the invitation-only State Bar of California, Taxation Section, Eagle Lodge West conference in 2010 (Franchise Tax Board Sessions), 2012 (State Board of Equalization Sessions), 2013 (State Board of Equalization Sessions), 2014 (Franchise Tax Board Sessions) and 2017 (Board of Equalization Sessions). He is a frequent speaker on state tax matters at conferences throughout the country, including those sponsored by the American Bar Association; the State Bar of California, Taxation Section; the San Francisco Bar Association; Tax Executives Institute (TEI); Council on State Taxation (COST); and BNA/Cite. He is a contributing author to the CCH California Tax Analysis: Corporation Tax (2d ed.) and has coauthored articles published in BNA's Tax Management series, the Journal of Taxation and Regulation of Financial Institutions, and Tax Analysts' State Tax Notes.

Experience

  • Represented California taxpayer in income tax residency and stock option dispute, and related petition for recovery of attorney’s fees.

  • Represented California taxpayers in favorable resolution of audit involving qualified small business stock.

  • Represented a large information services company in a California franchise tax protest of Franchise Tax Board's disallowance of claimed research tax credit.

  • Represented a multinational conglomerate in connection with its California franchise tax protests of certain unitary group composition and business/nonbusiness income determinations.

  • Matters handled prior to joining Sheppard Mullin

  • Advised ALEKS Corporation, the privately held developer of the ALEKS® adaptive learning technology for the K-12 and higher education markets, in its merger with McGraw-Hill Education.

  • Represented numerous California taxpayers in income tax residency and stock option income disputes.

  • Represented a large real estate information and service provider in a favorable resolution of New York sales and use tax audit.

  • Represented a major electronics research and development company in a California sales and use tax audit.

  • Assisted multinational health industry products and services company with local tax compliance.

  • Represented Old Carco Liquidation Trust, successor to Chrysler LLC, on matters related to state tax refunds.

  • Represented taxpayers in California in a favorable resolution of small business stock disputes, including an audit, protest and settlement.

Articles in the National Law Review database by Roburt J. Waldow

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