­
2004, 2017

Southern California Medical Marijuana Dispensaries be on the Look-out

By |April 20th, 2017|Categories: Medical Marijuana|

In recent months, our firm has seen a significant increase in the Board of Equalization’s (BOE) audit activities as they relate to medical marijuana dispensaries, and even more specifically as they pertain to the Los Angeles area.  The BOE audit staff has been targeting the local dispensaries in its sales tax audit activities and has been performing audits that are not being completed in accordance with the BOE’s established audit procedures.  The result of the BOE’s renewed focus on medical marijuana dispensaries, in conjunction with their unorthodox and inappropriate audit procedures, is leaving many tax compliant marijuana dispensaries with undeserved, [...]

3003, 2017

Medical Equipment Tax Change Opens Door: CA Regulation 1591

By |March 30th, 2017|Categories: Medical Industry|

This month, James R. Dumler, a senior sales tax specialist at McClellan Davis and featured contributor at Sales Tax Support reports on a recent and significant amendment to CA Regulation 1591 affecting tax on medical equipment. Sales Tax Support publishes articles written by experts and thought leaders in the specialized field of sales and use tax with small and medium sized business owners in mind. Visit www.salestaxsupport.com to read James’ informative article Medical Equipment Tax Change Opens Door: CA Regulation 1591.

2208, 2016

Medical Industry Tax Updates: Sales & Use Tax Updates #3

By |August 22nd, 2016|Categories: Medical Industry|

This month, James R. Dumler, a senior sales tax specialist at McClellan Davis and featured contributor at Sales Tax Support provides a multistate sales and use tax update related to the medical industry. Sales Tax Support publishes articles written by experts and thought leaders in the specialized field of sales and use tax with small and medium sized business owners in mind. Visit salestaxsupport.com to read James’ informative article “Medical Industry Tax Updates: Sales & Use Tax Updates #3”

508, 2016

McClellan Davis Efforts Lead to Change for California Board Hearing Policies

By |August 5th, 2016|Categories: Compliance, Sales Tax Policy|

On May 24, 2016, Jesse W. McClellan, Managing Partner, testified before the Members of the State Board of Equalization (Board) at the California Taxpayers’ Bill of Rights Hearings in Sacramento, California to address a variety of concerns he had with Board policies. Part of his testimony focused on procedural problems with appeals cases that are scheduled for hearings before the elected Members of the Board. Specifically, Mr. McClellan stressed the need to establish guidelines for appeals cases that are removed from the hearing calendar by Board staff. A hearing before the elected Members of the Board is the final [...]

2507, 2016

Leases of Mobile Medical Imaging Equipment – May Provide Tax Refund Options

By |July 25th, 2016|Categories: Compliance, Leases, Medical Industry, Refunds, SalesTaxSupport.com Articles|

This month, James R. Dumler, a senior sales tax specialist at McClellan Davis and featured contributor at Sales Tax Support, discusses sales tax refund opportunities related to the leasing of mobile medical imaging equipment in his latest article. Sales Tax Support publishes articles written by experts and thought leaders in the specialized field of sales and use tax with small and medium sized business owners in mind. Visit salestaxsupport.com to read James’informative article “Leases of Mobile Medical Imaging Equipment - May Provide Tax Refund Options”