Cali Ann Ross, Esq. Email & Phone Number

New York, Ny, Us

Manhattan, New York, United States

Manhattan, New York, United States

State and Local Tax Mergers & Acquisitions

Manhattan, New York, United States

Actively engaged and extended experience in industry-specific clients; including, but not limited to, digital media, media and entertainment, pharmaceutical, retail and consumer products, beauty products, and start-up businesses. Participated in the Income Franchise tax life lifecycle, compilation of allocation and apportionment, nexus studies, drafting response memos, one specifically related to the recent Sirius XM case, and review of state and local tax returns for large companies. Research into, and preparation of, PTET forms and computations for tax year 2021 returns. Sales and Use tax experience, including but not limited to, voluntary disclosure agreements, nexus studies (impact of Wayfair decision), taxability studies, monthly compliance, inbound client research and analysis, and controversy. Alcohol Excise research and compilation of compliance requirements, reports, tax rates, localities, and credits for a multinational distribution conglomerate. Completed questionnaires provided by multiple state and local jurisdictions related to personal income tax audits. Analyzed client provided information (i.e. customs reports) and documentation provided by taxing jurisdictions. Communicated directly with taxing jurisdictions related to status, client impact, and internal discussions for personal income tax controversy.

Washington Dc-Baltimore Area

*Remote InternshipCompiled legal memoranda on areas including landlord-tenant, economic security, healthcare benefits, long-term care services, homeownership preservation, ADEA claims, elderly fraud, and financial abuse. Conducted client interviews and orchestrated client testimonies.

New York, United States

Performed research on legal issues relevant to multiple topics, including social media use in higher education, educational social media applications, and the Community of Inquiry framework. Drafted memoranda summarizing research findings. Edited, wrote, and contributed to upcoming publications. Theorized and articulated new ideas for current and future publications.

Los Angeles County, California, United States

*Remote InternshipConducted legal research; drafted and edited memoranda involving estates and guardianships. Drafted and submitted ex parte motions involving conservatorship property. Attended video and telephonic hearings.

Garden City, New York, United States

Conducted legal research and assisted in the drafting and editing of filings for construction and labor-related cases. Supported attorneys during court hearings and trials. Communicated with clients; scheduled meetings and court appearances, obtained discovery documents, and facilitated billing. Drafted sample motions and discovery demands.

Jericho, New York, United States

Advised on litigation risks as related to matters involving corporate share structure, debt remediation, capital raising, and compliance. Prepared drafts of filings including answers to complaints, TROs, and summary judgment motions.

Locust Valley, New York

Led company wallpaper sales to gross over $500,000 between 2013-16 and continued to consistently drive and increase sales. Created employee and project schedules, drafted and finalized design client proposals, managed the shipping of purchases when needed and running sales reports on a daily, weekly, monthly, quarterly and yearly basis. Provided excellent customer service to all design service clients and maintained relationships with customers to increase loyalty and clientele base. Consistently communicated directly with accountants to ensure proper management of all business finances.

Master Of Laws - Llm, Taxation

Doctor Of Law - Jd, 3.65

Activities and Societies: Dean's List, Vice President of Internal Affairs of the Immigration Law Society, Member of SBA Wellness.

Bachelor Of Arts (B.A.), Public Relations, Advertising, And Applied Communication

Education record