CANCELLED: Texas & Colorado Sales and Use Tax

Stephen A. Metz is a seasoned tax professional currently serving as the Senior Manager for State and Local Tax at KPMG LLP. With over two decades of experience in the field, Stephen has been an integral part of KPMG US since June 1999, based in Denver, CO.

Since 1998, Stephen has been dedicated to developing and executing tax strategies aimed at achieving critical business objectives. His expertise lies in minimizing tax exposure, ensuring accuracy in sales/use and property tax expenditures, and enhancing efficiencies in tax compliance processes.

Stephen's educational background includes a Doctor of Law (J.D.) from the University of Denver, where he was actively involved in the University of Denver Journal of International Law and Policy. Prior to that, he earned a Bachelor of Science in International Business from the University of Colorado Boulder.

Throughout his career, Stephen has demonstrated a results-oriented approach, consistently delivering effective tax strategies tailored to diverse industries. He possesses extensive experience in domestic sales, use, and property tax planning, alongside a proven ability to cultivate strategic relationships across organizations, management groups, tax departments, and state and local governments.

Key areas of Stephen's expertise include M&A due diligence, refunds, audit defense, tax controversy resolution, ASC 450 analysis, strategic planning, and coordination of tax simplification initiatives. His proficiency in state and local sales, use, and property tax matters since 1998 underscores his depth of knowledge and commitment to excellence in tax management.

Stephen is recognized for his problem-solving abilities, analytical mindset, and skillful negotiation tactics. His dedication to delivering optimal tax solutions has earned him a reputation as a trusted advisor in the tax advisory landscape.

Jimmy Martens is a partner.

Jimmy Martens, Attorney and CPA, is a partner with Martens, Todd & Leonard, a Texas tax litigation law firm located in downtown Austin, Texas. Mr. Martens has tried tax cases through both the Texas Supreme Court and the U.S. Supreme Court. He limits his practice to challenging Texas franchise and sales tax assessments during audits, in administrative hearings, and in the state courts of Texas. He is board certified by the Texas Board of Legal Specialization in Tax Law. View a list of his reported cases here.

He is a vice chair of the Tax Controversy Committee of the State Bar of Texas and a former chair of the Tax CLE Committee. Mr. Martens serves as the course instructor for the TXCPA’s statewide course on the Texas franchise (margin) tax and the Texas sales & use tax. He has taught Texas State Taxation and Tax Controversies & Litigation at the University of Texas School of Law. He writes and speaks frequently on a variety of tax subjects. He received his B.B.A. and J.D. degrees from the University of Texas at Austin, both with honors. He may be reached by e-mail at jmartens@textaxlaw.com and by phone at 512-542-9898.