Sales and use tax, severance tax, ONRR reporting, R&D incentives, and property tax all impact E&P operations. Missing any one can increase risk, trigger audits, or leave savings unclaimed.
On November 12, hear directly from Baker Tilly energy tax professionals on what’s changing and what it means for your operation. You’ll walk away ready to:
Get clear on your exposure, opportunities, and next steps, all in one focused hour. Save your spot now.
Marty has been in public accounting since 2007. He specializes in state and local tax for the energy, technology and retail industries. He manages more than $15 billion in property tax compliance each year and helped draft Colorado's adopted severance tax regulations.
Steve has been in upstream oil and gas accounting since 1985, including 36 years working directly for producers. He brings deep experience in federal, state and Indian royalties and in severance taxes.
Lexie has more than 18 years in state and local tax and is an expert in Colorado's complex home-rule sales tax environment. Before rejoining Baker Tilly, she spent three years managing all indirect tax matters for a large Colorado oil and gas company.
Anthony started his career as a Texas Comptroller sales and use tax auditor. Today he advises upstream and midstream companies on refund reviews, audit defense, taxability and multistate compliance.
Katelyn has six years in severance tax, including Big Four experience. She focuses on multistate compliance, technical research and tax planning for oil and gas companies.
Lily has spent 10 years advising oil and gas companies on complex state and local tax matters. She specializes in severance tax and multistate compliance.
Daniel has worked with the R&D credit since 2015. He helps oil and gas, renewable energy, manufacturing and other industries identify qualifying activities.