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Rex Halverson
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Rex Halverson is a California tax attorney. He served as the California Deputy State Controller between 1995 - 1998 where he represented the California State Controller, Kathleen Connell, on the California Board of Equalization and the California Franchise Tax Board. Currently, he is the principal of Rex Halverson & Associates, a 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. He is also the author and proponant of the California Fair Tax Initiative. Career *REX HALVERSON & ASSOCIATES, LLC, SACRAMENTO (9/2005 - PRESENT) :*Principal :*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 state and local tax matters, including transactional tax advice, ruling requests, audit controversies, protests, appeals, settlements, refund claims, drafting proposed regulations and voluntary disclosures. :*Awarded Encore Award for Outstanding Achievement *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) :*Lecturer :*Taught the course “California Taxation” in the Graduate School of Taxation. *BANK OF AMERICA, SAN FRANCISCO (1978 - 1994) :*Senior Tax Counsel, General Tax Counsel’s Department :*Provided state and local tax planning and transactional expertise to all levels of management of Bank of America 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. :*Awarded CEO's Eagle Award for Outstanding Leadership and Exceptional Achievement :*Served on California Governor George Deukmejian's Government Efficiency Task Force (1983) :*President of the California Association of Equipment Lessors 
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