Tax attorney with over 36 years of state and local tax experience, including 7 years in a Big Four CPA firm, 3 years in California state government at the highest levels and 16 years in a Fortune 100 corporate Tax Department.
REX HALVERSON & ASSOCIATES, LLC, SACRAMENTO (9/05 – PRESENT)
Founded firm specializing in State and Local Tax Consulting, including sales and use taxes, property taxes, franchise/income taxes, payroll taxes, audit controversies, appeals, refund claims, regulatory amendments and Enterprise Zone (EZ) applications, zone expansions and credits.
KPMG LLP, SACRAMENTO (1998 – 2005)
Director & Practice Leader of State & Local Tax Controversy & Consulting Practice -Western Region
Handled all types of state and local tax matters, including transactional tax advice, ruling requests, audit controversies, protests, appeals, settlements, refund claims, drafting proposed regulations and voluntary disclosures.
CALIFORNIA STATE CONTROLLER’S OFFICE, SACRAMENTO (1995 – 1998)
Deputy State Controller, Taxation
Represented the State Controller, Kathleen Connell, on the Board of Equalization and the Franchise Tax Board.
GOLDEN GATE UNIVERSITY, SAN FRANCISCO (1984 – 1986)
Taught the course “California Taxation” in the Graduate School of Taxation.
BANK OF AMERICA NT&SA, SAN FRANCISCO (1978 – 1994)
Senior Tax Counsel, General Tax Counsel’s Department
Responsible for providing state and local tax planning and transactional expertise to all levels of management of BankAmerica Corporation and its 500+ subsidiaries relating to acquisitions, mergers, worldwide unitary combination, divestments, relocations, sale and leasebacks of major buildings, leasing of equipment, the sale of new products, employee compensation and benefits. Also responsible for analyzing and drafting tax legislation, lobbying and appearing as an expert witness before the California Legislature. Managed the Sales/Use Tax & Property Tax Compliance Group and the International Services Section, i.e., Expatriates’ Tax Section.
Golden Gate University, San Francisco, CA
University of California, Hastings College of the Law, San Francisco, CA, J.D., 1977
University of California, Davis, CA, B.A., 1974
PROFESSIONAL & PERSONAL AFFILIATIONS
Active Member of the State Bar of California (Bar No. 80147), Taxation Section; and BSA Troop 802 Asst. Scoutmaster and Merit Badge Counselor, Golden Empire Council, Pony Express District.
Advisor to Governor Schwarzenegger’s Tax Committee; Vice Chair, California Chamber of Commerce – Statewide Tax Committee; Co-chair of the Sales Tax Subcommittee of the State and Local Tax Committee of the State Bar Association; Director, California Taxpayers Association (Cal-Tax); Member of Vice Chairman and California BOE Member Dean Andal’s Advisory Committee on Taxation of Electronic Commerce; Member of BOE Board Member Claude Parrish’s Tax Advisory Committee; Member of the California Bankers Association (Property Tax Committee); Member of the American Bar Association (State and Local Tax Committee); President, Director and Secretary of California Association of Equipment Lessors; Member of the Equipment Leasing Association’s Governmental Relations Committee; Sales Tax Affiliate Member of the Institute for Professionals in Taxation; and Supervisor and Volunteer for Tax-Aid in San Francisco.