California’s CDTFA addressed stakeholder questions on proposed SB 122 regulations, including software and SaaS tax sourcing, MPU rules, contract transitions, and compliance ahead of the Jan. 1, 2027, effective date.
Continue Reading CDFTA Addresses Stakeholder Questions on California’s SB 122 Software and SaaS Tax
In a pending precedential decision, the California Office of Tax Appeals held that gain from the sale of a beverage distribution division was not apportionable to California because the division was not part of a unitary business.
Continue Reading California Office of Tax Appeals Rejects Unitary Business Treatment for Gain from Sale of Company Division
On July 21, 2026, the California Department of Tax and Fee Administration (CDTFA) held its first implementation workshop meeting regarding Senate Bill 122 (SB 122), which extends California’s sales and use tax to digital software and software-as-a-service (SaaS) effective Jan. 1, 2027.
California’s tax landscape is shifting fast. This episode breaks down Governor Newsom’s newly signed budget, including a SaaS sales tax and credit limitations, alongside the ballot measures California voters will face in 2026 – from a proposed billionaire wealth tax to a personal income tax surcharge extension.
A California budget trailer bill would extend sales tax to software and SaaS and adjust business credit limits, with potential implications for tax planning and compliance.
Two tax measures aimed at addressing transit funding shortfalls in San Francisco and the surrounding region have gathered enough signatures to potentially qualify for the November 3, 2026, ballot. Property owners, commercial tenants, and consumers across five Bay Area counties may wish to monitor developments as certification proceeds and final ballot language takes shape.
Continue Reading 2 Tax Measures, 1 Ballot: San Francisco Parcel Tax, Regional Sales Tax Move Forward
In this episode of the GeTtin’ SALTy podcast, host Nikki Dobay is joined by Greenberg Traurig colleagues Brad Marsh and Jennifer Vincent to discuss a significant recent victory in the California Court of Appeal – First Appellate District: Xavier Garcia-Rojas v. Franchise Tax Board.
The case involved a Texas-based radiologist who performed all of
In this episode of Greenberg Traurig’s GeTtin’ SALTy podcast, host Nikki Dobay is joined by Peter Blocker, vice president of policy at the California Taxpayers Association, and Alan Pasetsky, owner and founder of Tax Policy LLC, for an in-depth discussion of California Assembly Bill 1790 — a measure that, if passed, would repeal California’s Water’s
On Feb. 25, 2026, San Francisco Mayor Daniel Lurie and District 5 Supervisor Bilal Mahmood introduced the Balanced Update to Incentivize Local Development (BUILD) Act, a legislative package designed to reduce transfer tax rates on large real estate transactions to revitalize stalled housing projects and stimulate economic development. By proposing a significant rollback of
A California Court of Appeal (Second Appellate District, Division Six) has issued a published decision affirming the city of Santa Barbara’s application of its Telecommunications and Video Users’ Tax to internet video streaming services (Disney Platform Distribution, Inc. et al. v. City of Santa Barbara, Case No. B342211).
The court’s opinion is notable