Mark F. Sommer

Louisville
T 502.779.8150
F 502.581.1087
400 West Market Street
Suite 3200
Louisville, Kentucky 40202-3363

Mark is a highly sought after attorney in the firm's Louisville office where he leads the firm's Tax and Benefits Practice Group and primarily practices in the areas of state, local and federal tax, tax controversy and litigation, and economic development/incentives.

Mark serves his clients on all elements of state, local and federal taxation as well as civil/criminal tax controversy/litigation, business law, economic development and incentives, tax-related governmental relations and bankruptcy taxation, with significant experience in the manufacturing space, and the automotive and maritime industries.

Now in his 29th year of private practice, Mark has on a local, regional and national level successfully counseled and advocated in well more than a thousand of federal, state and local tax audits, protests and appeals, controversy, planning and transactional matters, both administratively and in litigation, involving multiple types of businesses, entities, trusts and individual taxpayers.

Prior to joining Frost Brown Todd, Mark was a member at a major law firm in Louisville where he served as long-time senior leader and chair of its tax, benefits, and finance practice groups and for many years on its management and executive committees.

Highlights & Recognitions

  • State Tax Notes 2015 "Practitioner of the Year" Recipient, December 2015
  • The Best Lawyers in America®, 2016 Kentucky Litigation and Controversy - Tax "Lawyer of the Year"
  • State Tax Notes 2013 "Persons of the Year" Recipient, December 2013
  • The Best Lawyers in America®, both in Tax Law and Litigation & Controversy - Tax, 1994-2017 (20-year award)
  • Twenty-plus year recipient of Peer-Rated “AV” Rating, Martindale-Hubbell Legal Publishing® in Taxation and Litigation-Taxation practice areas
  • Kentucky Super Lawyers®, 2007-2016
  • Louisville Magazine, Top Lawyers, 2006-2016
  • Legal Leaders 2013 Recipient
  • Fellow of the American College of Tax Counsel (ACTC) (1 of only 5 in Kentucky), Elected in 2008
  • Profiled in the Tax Intelligence Report, August 2008
  • Recognized in multiple editions of Who’s Who in America-Law, National Directory of Who’s Who of Executives and Professionals, Who’s Who Among American Law Students, National Dean’s List, Who’s Who in the World and Who’s Who Legal USA: Corporate Tax

Memberships & Affiliations

  • Member of Gov. Matt Bevin (R) Transition Team Steering Committee and Chair, Justice and Public Safety Cabinet Transition Team
  • Chair, Kentucky Lottery Corporation Board of Directors
  • State Tax Notes (Tax Analysts), Advisory Board Member
  • Institute for Professionals in Taxation's 2016 and 2017 Income Tax Symposium Committee
  • American Bar Association/Institute for Professionals in Taxation 2016 and 2017 Sales Tax Conference Committee
  • Republican National Lawyers Association
  • Firm representative, National Association of Railroad Trial Counsel
  • Multistate Tax Report (Bloomberg BNA Tax Management), Advisory Board Member
  • Bloomberg BNA Multistate Tax Advisory Council Member
  • Journal of State Taxation (CCH, a Wolters-Kluwer Business), Advisory Board Member
  • Multistate Corporate Tax Guide (CCH, a Wolters-Kluwer Business), Advisory Board Member
  • Deloitte Center for Multistate Taxation at the University of Wisconsin-Milwaukee, Advisory Board Member
  • Paul J. Hartman/Vanderbilt University School of Law State and Local Tax Forum, Advisory Board, Member
  • Kentucky Correspondent for Tax Analyst's State Tax Notes, 1992-Present
  • General Editor for State of Kentucky, LexisNexis Tax Practice Insights
  • Practitioner Commentator, CCH/Thomson Reuters Kentucky State Tax Reporter
  • National Association of State Bar Tax Sections (NASBTS), Executive Committee Member, Past Chair and Past President
  • American Bar Association, Section of Taxation, Vice Chair of Committee on State and Local Taxes
  • American Bar Association, Section of Taxation, Committee on State and Local Taxes, State and Local Tax Transparency Task Force
  • SEATA (Southeastern States Tax Administrators Association), Past Vice-Chari and Chair of SEATA Industry Council
  • National Association of Property Tax Attorneys (NAPTA), Kentucky Delegate
  • Council on State Taxation (COST)
  • Institute for Professionals in Taxation (IPT)
  • Kentucky Association of Economic Development (KAED)
  • Kentucky Bar Association (Section of Taxation, including past service as Chair and other leadership positions, including Liaison to the Kentucky Society of CPAs)
  • Louisville Bar Association (Section of Tax, including past service as Chair and other leadership positions and service for Louisville Bar Foundation as well as Louisville Bar Center)
  • Independent SALT Alliance (ISA), Firm Representative
  • US Law Group, SALT Committee
  • Kentucky Chamber of Commerce and Greater Louisville, Inc. (GLI), including service on various fiscal, policy and taxation committees

Non-FBT Publications and Events

Speaking Engagements and Presentations

Presenter, "Voluntary Disclosures & Amnesty Programs," IPT 41st Annual Conference, Charlotte, North Carolina (July 2017)

Presenter, "Big Easy Income Tax Brawl," 67th Annual Southeastern Association of Tax Administrators (SEATA) Conference, New Orleans, Louisiana (July 2017)

Moderator, "Credit for Sales/Use Tax Paid to Other States," ABA Section of Taxation 2017 May Meeting, Washington, D.C. (May 2017)

Moderator, "The Annual Big Easy Brawl," 2017 ABA/IPT Advanced Tax Seminars, New Orleans, Louisiana (March 2017)

Presenter, "Kentucky Litigation and Tax Case Update," KyCPA State Tax Conference, Louisville, Kentucky (November 2016)

Presenter, "Prior Kentucky Tax Reform Initiatives," Kentucky Chamber of Commerce "Boot Camp," Frankfort, Kentucky (November 2016)

Moderator, "SALT Strategy," 2016 IPT Income Tax Symposium, Tucson, Arizona (November 2016)

Presenter, "Manufacturing vs. Service.  Why It Matters," 23rd Annual Paul J. Hartman State and Local Tax Forum, Nashville, Tennessee (October 2016)

Presenter, "Best Practices:  How to Make Sure Your Contracts Are Written to Cover Tax Considerations," COST's 47th Annual Meeting, Las Vegas, Nevada (October 2016)

Presenter, "Protecting Privileged Tax Information and Avoiding Waiver," Direct Energy CLE, Houston, Texas (August 2016)

Presenter, "Navigating Audits from Both Perspectives," 66th Annual Southeastern Association of Tax Administrators (SEATA) Conference, Asheville, North Carolina (June 2016)

Presenter, "Manufacturing Property Taxes Version 2.0:  Will Recent Policy Changes Help or Hurt Your Business?" IPT 40th Annual Conference, Traverse City, Michigan (June 2016)

Presenter, "Equitable Tax Doctrines -- Equity Based Exceptions to Assert When Pursuing Barred Tax Refunds," Independent SALT Alliance (ISA) Summer Meeting, Greenbrier, West Virginia (June 2016)

Presenter, "Handling Difficult Audits and Preparing for Potential Litigation," 2016 ABA/IPT Advanced Sales Tax Seminar, New Orleans, Louisiana (March 2016)

Presenter, "Sunlight as a Disinfectant versus the Possible Perils of Government in a Fishbowl:  Transparency in Tax Administration and the Role of the Tax Department," ABA Section of Taxation 2016 Midyear Meeting, Los Angeles, California (January 2016)

Presenter, "Wazzup in Alternative Apportionment and Efforts to Stop Its Use," 25th Annual Ohio Tax Conference, Columbus, Ohio (January 2016)

Presenter, “Why Can't We Be Friends?” Paul J. Hartman/Vanderbilt University 22nd Annual State and Local Tax Forum, Nashville, Tennessee (October 2015)

Presenter, “State and Local Tax Forum Southeast States Update - Kentucky,” Paul J. Hartman/Vanderbilt University 22nd Annual State and Local Tax Forum, Nashville, Tennessee (October 2015)

Moderator, “Alternative Tax Controversies,” ABA Section of Taxation 2015 Joint Fall Meeting, Chicago, Illinois (September 2015)

Presenter, “Economic Obsolescence & Valuation,” Southeastern Association of Tax Administrators (SEATA) 65th Annual Conference, Atlanta, Georgia (July 2015)

Presenter, “All Hands on Deck:  The Marketplace Fairness Act,” IPT 39th Annual Conference, San Diego, California (June 2015)

Presenter, “Minimizing Risk in Economic Development Incentive Projects,” Lorman Education Services, Live Webinar (April 2015)

Presenter, “Protecting Privileged Information and Avoiding Waiver,” Independent SALT Alliance (ISA) Winter Meeting, New Orleans, Louisiana (January 2015)

Presenter, “Protecting Privileged Information and Avoiding Waiver,” 24th Annual Ohio Tax Conference, Columbus, Ohio (January 2015)

Presenter, “Kentucky State and Local Tax Update,” Ohio CPAs Southwest Ohio Tax Update, Fairfield, Ohio (January 2015)

Presenter, “Where Have We Been and What The Future May Hold:  Kentucky and Ohio Tax Update,” Ohio CPAs Mega Tax Conference, Columbus, Ohio (December 2014)

Presenter, “Tax Privilege - How to Keep It and Use It,” Frost Brown Todd's Tax Law for Non-Tax Lawyers, Columbus, Ohio (December 2014)

Presenter, “One-Off Business Taxes - Texas, Ohio, Washington, Kentucky,” IPT Income Tax Symposium, Ft. Lauderdale, Florida (November 2014)

Presenter, “State and Local Tax Forum Southeast States Update - Kentucky,” Paul J. Hartman/Vanderbilt University 21st Annual State and Local Tax Forum, Nashville, Tennessee (October 2014)

Presenter, “Crafting an Incentives and Credits Game Plan:  How to Pitch a Perfect Game!” IPT Sales & Use Tax Symposium, Washington, D.C. (September 2014)

Moderator, “Sorting Through the Weeds:  Marijuana and State and Local Taxes,” ABA Section of Taxation Joint Fall Meeting, Denver, Colorado (September 2014)

Presenter, “SALT Transparency in 2014 - Through the Looking Glass,” 64th Annual Southeastern Association of Tax Administrators Conference (SEATA), Point Clear, Alabama (July 2014)

Panelist, “Economic Substance and Sham Transaction Litigation:  Current Renditions,” ABA-IPT Advanced Income Tax Seminar, New Orleans, Louisiana (March 2014)

Presenter, “Federal Excise Taxes - Challenges & Opportunities for Diverse Industries,” 23rd Annual Ohio Tax Conference, Columbus, Ohio (January 2014)

Panelist, “Preventing and Handling Procedural Problems in Tax Matters,” 23rd Annual Ohio Tax Conference, Columbus, Ohio (January 2014)

Presenter, “Dual Monitors - Why You Need to Review Your Personal Property and Real Property Assessments Side By Side,” 2014 COST Property Tax Workshop, New Orleans, Louisiana (January 2014)

Presenter, “Anatomy of a Real Property Tax Trial,” IPT Property Tax Symposium, Indian Wells, California (November 2013)

Presenter, “State and Local Tax Forum Southeast States Update - Kentucky,” Paul J. Hartman/Vanderbilt University 20th Annual State and Local Tax Forum, Nashville, Tennessee (October 2013)

Moderator, “Ethical Challenges in State Taxation; Confident in Your Confidentiality,” Paul J. Hartman/Vanderbilt University 20th Annual State and Local Tax Forum, Nashville, Tennessee (October 2013) 

Moderator, “Transparency Laws:  Should Taxpayers be Worried?,” Council on State Taxation COST 44th Annual Meeting, Phoenix, Arizona (October 2013)

Moderator, “Transparency Under a Different Light: Discovery, Settlements and Confidentiality,” ABA Section of Taxation Joint Fall Meeting, San Francisco, CA (September 2013)

Presenter, “The Presumptive Correctness of Tax Assessments,” 36th Annual Georgetown Advanced SALT Institute, Washington, D.C. (August 2013)

Panelist, Bloomberg BNA SALT Experts Roundtable, Washington, D.C., Published in Special Report State Tax Advisory Roundtable (August 2013)

Presenter, “Evolution of Economic Nexus and Online Retailer Support of The Marketplace Fairness Act,” IPT 37th Annual Conference, Orlando, Florida (June 2013)

Moderator, “Kentucky Tax Reform:  A Look at What's Next,” Kentucky Bar Association Annual Convention, Louisville, Kentucky (June 2013)

Panelist, “Tips and Techniques to Prepare for and Succeed at Mediation and Arbitration,” Kentucky Bar Association Annual Convention, Louisville, Kentucky (June 2013)

Presenter, “State and Local Tax Incentives in Recessionary Times,” Baker Tilly International SALT Committee Meeting, Louisville, Kentucky (May 2013)

Presenter, “Kentucky & Indiana Regional Tax Update,” 22nd Annual Ohio Tax Conference, Columbus, Ohio (January 2013)

Presenter, “Recent Developments in State and Local Taxation of S Corporations - A Discussion of Recent and Possible Future Developments of Significance to S Corporations in the State and Local Tax Arena,” ABA Section of Taxation Winter Meeting, Orlando, Florida (January 2013)

Presenter, “Sales and Use Tax Officer/Owner Liability,” Paul J. Hartman/Vanderbilt University 19th Annual State and Local Tax Forum, Nashville, Tennessee (November 2012)

Presenter, “State and Local Tax Forum Southeast States Update - Kentucky,” Paul J. Hartman/Vanderbilt University 19th Annual State and Local Tax Forum, Nashville, Tennessee (November 2012)

Presenter, “Ethical Considerations: Conflicts of Interest in Tax Representation - Using Circular 230 and United States Tax Court Cases to Explore Conflicts Scenarios,” National Association of State Tax Bar Sections 33rd Annual Meeting, San Francisco, California (October 2012)

Presenter, “Tax Credit and Incentives Deals: A Five-Phase Playbook,” IPT Credits and Incentives Symposium, Orlando, Florida (October 2012)

Presenter, “State Tax Increment Financing and Incentives,” ABA Section of Taxation Joint Fall Meeting, Boston, Massachusetts (September 2012)

Panelist, Bloomberg BNA SALT Experts Roundtable, Washington, D.C., Published in Special Report State Tax Advisory Roundtable (August 2012)

Presenter, “Kentucky State and Local Tax Developments,” COST 2012 Spring Audit Session/Income Tax Conference, Washington D.C. (May 2012) 

Presenter, “Kentucky Tax Advantages For Being Green, Recycling and the Like....,” Kentucky Chamber of Commerce 10th Annual Kentucky Environmental Conference, Lexington, Kentucky (March 2012)

Presenter, “Kentucky Litigation and Tax Case Update,” KyCPA Kentucky State Tax Conference, Louisville, Kentucky (January 2012)

Moderator, “Kentucky Reform Mania: First Economic Development, Now Taxes,” 2012 Kentucky Bar Association Annual Convention, Louisville, Kentucky (June 2012)

Presenter, “Adding Value Through Credits and Incentives,” COST 42nd Annual Meeting, New Orleans, Louisiana (October 2011)

Panelist, “Southeast Roundtable- Kentucky Update,” 18th Annual Paul J. Hartman Vanderbilt University State and Local Tax Forum, Nashville, Tennessee (October 2011)

Presenter, “SALT and Federal Tax Issues in Identifying, Negotiating and Entering Into Incentives Projects,” ABA Section of Taxation Joint Fall Meeting, Denver, Colorado (October 2011)

Presenter, “Avoiding Ethical Missteps and Practice Pitfalls in Creating, Maintaining and Protecting State Income Tax Audit Files and Handling Opinion Letters After Textron, et al.,” KyCPA Webinar Presentation, Louisville, Kentucky (July 2011)

Presenter, “Avoiding Ethical Missteps and Practice Pitfalls in Creating, Maintaining and Protecting State Income Tax Audit Files and Handling Opinion Letters After Textron, et al.,” KyCPA's Annual Members Meeting, Bowling Green, Kentucky (June 2011)

Presenter, “Top State Income Tax Cases and Issues to Watch in 2011,” 61st Annual Southeastern Association of Tax Administrators (SEATA) Conference, Louisville, Kentucky (June 2011)

Presenter, “Foreign Trade Zones - How Can Zones Save My Company Money?” Webinar for the World Trade Center of Kentucky, Louisville, Kentucky (March 2011)

Presenter, “Kentucky Litigation and Tax Case Update,” KyCPA Kentucky State Tax Conference, Louisville, Kentucky (January 2011)

Prior presentations available upon request

Published Works

"How Would Federal Tax Reform Affect the States?" Tax Analysts' State Tax Today, April 17, 2017

"Federal Matters of SALT Significance - Quill," State Tax Notes (January 3, 2017)

"Tax reform without the locals isn't reform at all," Louisville Business First Op-Ed piece (October 21, 2016)

Co-author, Sales and Use Taxes:  Kentucky, Practical Law (Thompson Reuters), 2016

"Transparency and SALT," Best Lawyers Business Edition (Summer 2016)

“Kentucky’s Elusive Single Sales Factor,” IPT Insider Report (November 2015)

“Life Is All About Taxes,” State Tax Notes Op-Ed piece (September 30, 2015)

“Whither Tax Reform?” Louisville Business First Op-Ed piece (December 26, 2014)

“What Has Been Going On In SALT?” Inside the Minds:  Understanding Recent Developments in State and Local Tax Law, Aspatore Books, a Thomson Reuters business (2014)

“Worth the Wait?  Kentucky Court Addresses Nexus-Consolidated Dispute,” State Tax Notes (July 14, 2014)

“Year in Review - 2012 Kentucky Tax Developments,” Journal of State Taxation (July-August 2013)

“Kentucky Supreme Court Holds That Taxpayer May File A Tangible Personal Property Tax Refund Claim Without First Protesting Assessment,” IPT Property Tax Report (August 2013)

“Are Taxing Authorities Holding Your SALT Planning Captive? A Look at Captive Insurance Trends in State and Local Tax,” Bloomberg BNA Multistate Tax Report (September 7, 2012)

“Kentucky Tax Board: Captive Toller Ignored for Purposes of Energy Tax Calculation of Parent,” IPT Sales Tax Report (August 2012)

“O Preemption Where Art Thou?: ERISA’s Lost State and Local Tax Preemption,” The State and Local Tax Lawyer, Vol. 64, No. 4 (May 2012)

“Year in Review - 2011 Kentucky Tax Developments,” Journal of State Taxation (April 2012)

“Economic Tax Incentives Potpourri:  The States Are Buying Jobs,” IPT Income Tax Report, co-author (November 2011)

“Year In Review – 2010 Kentucky Tax Developments,” Journal of State Taxation (July 2011)

“Tax Resolution is Louisville’s Chance to Show it’s ‘Open For Business,’” Louisville Business First Op-Ed piece (March 2011)

University of Kentucky/CLE Monograph “Chapter 13: Taxation of LLCs: State and Local Tax Issues,” Limited Liability Companies in Kentucky, 3d ed. (2011)

“Supreme Court Declines Opportunity to Rule on Income Tax Nexus,” WG&L’s Business Entities, Volume 13, Number 2 (2011)

"Buyer Beware:  The Fine Print in State Tax Incentive Deals Could End Up Costing Some Taxpayers More Than They Save," Bloomberg BNA, April 2, 2010

Prior publications available upon request.

Media Related Commentary

"Courts are Declining to Apply Quill to Variety of Taxes, Experts Say," Tax Analysts' State Tax Today, July 13, 2017

"Kentucky Governor Seeks Expert Input for Tax Reform Recommendations," Tax Analysts' State Tax Today, April 17, 2017

"Special session an opportunity for holistic approach to tax reform, expert says," Pure Politics, Spectrum News, April 6, 2017

"Paul H. Frankel, 'the Godfather of State and Local Tax,' Dies at 80," Tax Analysts' State Tax Today, March 1, 2017

"Kentucky Governor Vows Major Tax Reform in Legislative Session," Tax Analysts' State Tax Today, February 10, 2017

"Kentucky Court of Appeals Orders DOR to Publish Final Rulings," Tax Analysts' State Tax Today, January 17, 2017

"Meet the Board," Tax Analysts' State Tax Today, January 3, 2017

"Kentucky Republicans Expect Major Tax Reform After Election Landslide," Tax Analysts' State Tax Today, November 11, 2016

"Kentucky Court of Appeals Finds Pharmacy Property Wasn't Overvalued," Tax Analysts' State Tax Today, September 23, 2017

"Kentucky Supreme Court Declines to Hear DOR's Appeal on Personal Property Exemption," Tax Analysts' State Tax Notes, September 19, 2016

"Kentucky High Court Sides with Textbook Rental Company Chegg," Bloomberg BNA Tax Center, September 23, 2016

"Kentucky Governor Calls for Review of All Business Regs," Tax Analysts' State Tax Notes, July 8, 2016

"North Carolina Lawmakers Vote to Require DOR to Publish Private Letter Rulings," Tax Analysts' State Tax Today, June 30, 2016

"Letter From Distressed and Depressed Readers," Tax Analysts' State Tax Today, June 21, 2016

"Kentucky Governor Signs Bill Distinguishing Effect of Tax Forms and Regs," Tax Analysts' State Tax Today, April 12, 2016

"Minnesota Joins Trend of States Proposing Tax Haven Legislation," Tax Analysts' State Tax Today, March 30, 2016

"Washington Tax Incentives:  Development Tool or Bait-and-Switch Tactic?" Tax Analysts' State Tax Today, March 22, 2016

"Kentucky DOR Urges Court of Appeals to Bar Release of Letter Rulings," Tax Analysts' State Tax Today, March 21, 2016

"Kentucky Practitioner Asks Court to Affirm Order Requiring Release of Final Rulings," Tax Analysts' State Tax Today, March 14, 2016

"Tax Analysts Files Brief With Kentucky Court of Appeals in Transparency Dispute," Tax Analysts' State Tax Today, March 14, 2016

"Company's Textbook Rentals Eligible for Exemption, Kentucky Appeals Court Affirms," Tax Analysts' State Tax Today, March 8, 2016

"Kentucky Court of Appeals Says Rented Textbooks Are Exempt From Property Tax," Tax Analysts' State Tax Today, March 8, 2016

"Kentucky Bill Would Implement Combined Reporting and Market-Based Sourcing," Tax Analysts' State Tax Today, February 10, 2016

"Working Together -- the Good, the Bad, and the Ugly," Tax Analysts' State Tax Today, February 2, 2016

"States' Combined Reporting Bills Likely Will Spark Debate," Tax Analysts' State Tax Today, January 11, 2016

"Courts Do Not Owe Deference to State Tax Board, Kentucky High Court Says," Tax Analysts' State Tax Today, January 7, 2016

"Year in Review:  Practitioners -- Brett R. Carter and Mark F. Sommer," Tax Analysts' State Tax Today, December 21, 2015

"Kentucky Governor Appoints Former Chamber Board Member as New DOR Head," Tax Analysts' State Tax Today, December 15, 2015

“Practitioner of the Year 2015,” Tax Analysts’ State Tax Today, December 14, 2015

"State Files Brief With Ohio Supreme Court in Dispute Over Unauthorized Practice of Law," Tax Analysts' State Tax Today, December 11, 2015

"NASCAR Asks Ohio Supreme Court to Reinstate Assessment Case," Tax Analysts' State Tax Today, October 30, 2015

"NASCAR Files Brief With Ohio Supreme Court Over the Unauthorized Practice of Law and BTA Jurisdiction," Tax Analysts' State Tax Today, October 29, 2015

“Tax System Reform – Part 1,” Tax Analysts’ State Tax Today, October 28, 2015

“Kentucky Tax Board Exempts Streaming Video From Cable, TV Taxes,” Tax Analysts’ State Tax Today, September 25, 2015

“Kentucky AG Says Property Tax Appeals Boards Must Comply With Open Meetings Act,” Tax Analysts’ State Tax Today, August 26, 2015

“Kentucky Supreme Court:  Natural Gas Producers Are Solely Responsible for Severance Taxes,” Tax Analysts’ State Tax Today, August 25, 2015

“The Advantages of Independent State Tax Tribunals,” Tax Analysts’ State Tax Today, July 22, 2015

“Kentucky Judge Declines Rehearing, Orders Attorney Fees in Disclosure Case,” Tax Analysts’ State Tax Today, July 2, 2015

"Equity Investor Tax Credits: Legislative Update," Tax Analysts' State Tax Today, July 1, 2015

"Kentucky Supreme Court Dismisses Constitutional Challenge for Failure to Exhaust Administrative Process," Tax Analysts' State Tax Today, June 15, 2015

"Walgreens property-value lawsuit could cost Kentucky schools hundreds of millions of dollars," Herald-Leader, Lexington, February 15, 2015

“Kentucky Lawmakers Propose Changes to Interest, Penalties on Tax Payments,” Tax Analysts’ State Tax Today, February 13, 2015

“Kentucky Lawmaker Introduces Taxpayer Bill of Rights,” Tax Analysts’ State Tax Today, February 11, 2015

“Most States Conform to Federal Standard for Carryforwards, Says Tax Foundation,” Tax Analysts’ State Tax Today, November 17, 2014

“Kentucky Appeals Courts Says Telecommunications Tax Is Unconstitutional,” Tax Analysts’ State Tax Today, November 14, 2014

"Tax Foundation:  Most State Conform to Federal Standard for Carryforwards," Tax Analysts' State Tax Today, November 10, 2014

“A win for taxpayers Court orders release of documents by Kentucky Department of Revenue,” Kentucky Chamber (of Commerce) News, November 2014

“Circuit Court Rules for Petitioner in Open Records Case,” Tax Analysts’ State Tax Today, October 9, 2014

"Kentucky Circuit Court Orders Release of Tax Case Pleadings," Tax Analysts' State Tax Today, October 9, 2014

“The Sun Shines Bright(er) In My Old Kentucky Home:  Circuit Court Orders Disclosure of Final Agency Decisions and Awards Attorney Fees,” Institute for Professionals in Taxation’s Tax Report, October 2014

“Kentucky DOR’s Secrets Revealed,” And Another Thing, October 2, 2014

“Kentucky DOR’s Secrets Revealed,” Florida Tax Lawyer Blog, October 1, 2014

“Kentucky – Multiple Taxes:  Court Orders Department of Revenue to Disclose Final Administrative Rulings,” Corporate Solutions International State Tax Headlines, September 12, 2014

“A Win For Transparency In Kentucky,” Forbes, September 11, 2014

“Kentucky Judge Orders Finance Cabinet to Release Tax Assessments,” WKMS & WKU (Public Radio), September 8, 2014

“Kentucky Judge Advances Tax Analysts’ Fight for Transparency,” Tax Analysts’ State Tax Today, September 8, 2014

"Kentucky Judge Orders DOR to Release Administrative Rulings," Tax Analysts' State Tax Today, September 3, 2014

“Kentucky Court of Appeals Rejects Bid for Bond in Tax Exemption Appeal,” Tax Analysts’ State Tax Today, August 19, 2014

“The Sunshine of Defending Public Records Laws:  Fighting for Case Records and Ensuring Government Transparency,” Bloomberg BNA Tax Management Weekly State Tax Report, August 8, 2014

“Consolidated Returns – AT&T Rings Up $5.7 Million Refund In Challenge to Kentucky Group-Filing Statute,” Bloomberg BNA Tax and Accounting Center Daily Tax Report, July 21, 2014

“’Who Pays Your Lawyer’” A Scorecard of SALT Attorney Fee Provisions,” Tax Analysts’ State Tax Notes, July 21, 2014

“Sommer on Transparency:  We Don’t Want ‘the Colonel’s Secret Recipe,’” Tax Analysts’ State Tax Notes, July 21, 2014

“Border Wars, Southern Edition,” Tax Analysts’ State Tax Notes, July 14, 2014

“Kentucky Appeals Court Rules for AT&T in Consolidated Return Dispute,” Tax Analysts’ State Tax Notes, July 14, 2014

“Tax Analysts Files Suit to Compel Release of California Worksheets,” Tax Analysts’ State Tax Notes, June 12, 2014

“Circuit Court Denies DOR Bond Request in Tax Exemption Appeal,” Tax Analysts’ State Tax Notes, May 19, 2014

“Bill Would Authorize DOR Whistleblower Program,” Tax Analysts’ State Tax Notes, March 10, 2014

“Kentucky Governor’s Tax Reform Plan Includes Market-Based Sourcing,” Tax Analysts’ State Tax Notes, March 10, 2014

“Looking Back at 2013,” Tax Analysts’ State Tax Notes, March 10, 2014

“Person of the Year 2013,” Tax Analysts’ State Tax Notes, December 23, 2013

“Kentucky Judge Expresses Skepticism Over DOR’s Refusal to Release Letter Rulings,” Tax Analysts’ State Tax Notes, December 23, 2013

“Practitioners Describe Emerging State Tax Disclosure Problems,” Tax Analysts’ State Tax Notes, November 4, 2013

“Insurance Court Finds No Beef in State’s Case, Says Wendy’s Subsidiary Is Insurance Company,” Bloomberg BNA Tax and Accounting Center Daily Tax Report, October 9, 2013

"Assessment/Collection:  Kentucky Tax Amnesty Program Waives Prosecution, Slices Interest Payments in Half," Bloomberg BNA, September 28, 2012

"Transparency? Informal and Invisible Guidance in Kentucky," State Tax Notes, July 30, 2012

"Taxpayers Take on Contingent Fee Transfer Pricing Audits; First Cases Challenge Contractor's Use of Profits," Bloomberg BNA, April 6, 2012

"U.S. Supreme Court:  U.S. High Court Declines to Review Kentucky Decision in 'Johnson Controls,'" Bloomberg BNA, May 28, 2010

"Ky. county disputes taxes owed on Ford plant," boston.com, May 22, 2010

Other Contact Info

Assistant

Katie Ansert
Email
T 502.779.8174
Top