Bob Heller

JD, LLM | Principal

About

Whether it’s brewing craft beer, mastering Bobby Flay’s throw downs, or playing classical guitar, Bob’s devotion to learning has us convinced that, in a past life, he must have been a wandering scholar.

In his professional life, if he was so inclined, Bob could add no fewer than eight letters’ worth of educational credentials after his name. That would be impressive enough – if he hadn’t consistently proven his ability to transform his knowledge of law and taxation into value for organizations ranging from Internet mega-companies to public agencies. At Clark Nuber, he draws on this extraordinarily wide professional background to deliver value to clients large and small, particularly those with complex issues around tax law.

Practice Emphasis

  • Assists companies to successfully manage their state and local tax obligations through organization and transaction structuring, reverse audits and overpayment reviews, process improvement reviews and implementation, legislative review and analysis, and representation before tax authorities
  • Provides state and local tax consulting services and tax planning in the areas of income/franchise taxes, business and occupation (B&O) taxes, sales and use taxes, property taxes, real estate excise tax, utility taxes, and other miscellaneous taxes
  • Works with clients to plan real estate transactions to minimize state and local taxes (real estate excise tax, state and local taxes, and sales and use taxes).
  • Specializes in assisting out-of-state companies with understanding and managing exposures to Washington’s unique and burdensome excise tax system

Proven Results

  • Obtained a $1 million B&O tax refund for a professional services firm.
  • Obtained a $600,000 B&O tax refund for a manufacturer.
  • Helped a client reduce a tax assessment from over $1 million to less than $50,000, without an administrative appeal.
  • Won an administrative appeal resulting in cancellation of a multi-million dollar sales tax assessment against an out-of-state internet retailer.
    Click here to read more.
  • Designed and implemented a functionally aligned business restructuring for a Washington manufacturer that resulted in B&O tax savings of over $800,000 per year.
  • Created practical state tax compliance tools for clients, such as taxability matrices, work paper templates, and apportionment spreadsheets.

Education

  • New York University School of Law, LL.M. in Taxation
  • University of Idaho College of Law, J.D., Cum Laude
  • Boise State University, B.B.A., Economics

Activities

  • Faculty – Summer Tax Institute, Center for State and Local Taxation, University of California, Davis
  • Speaker – Symposium on State Taxation Ask the Expert Series, Institute for Professionals in Taxation
  • Washington Society of Certified Public Accountants, Board Member
  • Annual speaker at the WSCPA state tax conference
  • Washington State Bar Association
  • Idaho State Bar Association

My Life by the Numbers

27

Years married to wife, Beverly

2

Kids, 2 dogs, 2 cats, 2 birds

4

Favorite TV genres - cooking, history, reality crime, and MASH reruns