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Legislative Update - James Ortiz

  • REDW 7425 Jefferson Street Northeast Albuquerque, NM, 87109 United States (map)

Please join us for a presentation by our State and Local Tax expert, James Ortiz.

Albuquerque Institute of Management Accountants is proud to host James Ortiz, for our April Meeting!

May 17th, 5:30 PM at REDW.

We invite you to take this opportunity to hear James provide an update on the latest activity and ramifications of the 2017 legislative session. 

James is the head of the State and Local Tax (SALT) department for REDW. With approximately 11 years of experience specializing exclusively in the State and Local Tax arena, both in a public accounting role and as a SALT specialist for an international clothing retailer, James has dealt with sales and use tax compliance for every state in the U.S.A. and Canada. James spent nearly four years working at the New Mexico Taxation and Revenue Department in a variety of roles, including serving as an auditor in the Audit and Compliance Division, as well as developing internal department procedures for auditing specialty refund claims.

James is an active member with Mesilla Valley Economic Development. He is an Enterprise Advisor for the Arrowhead Center at New Mexico State University and a board member of the Institute of Management Accountants (IMA) Albuquerque chapter.

James has extensive experience with a wide range of industries and tax specialties. They include, but are not limited to, the following:

  • Industries
  • Public and tribal governments
  • Construction and renewable energy 
  • Real estate 
  • Manufacturing
  • Software/tech, digital advertising, and telecommunications 
  • Healthcare

Opportunities and issues

  • Economic credits and incentives
  • Multistate sales and use tax
  • Multistate income tax
  • Refund requests
  • Property Tax
  • Audit representation and managed audits
  • Nexus determinations and letter rulings

Education: James holds a BBA from the University of New Mexico and Masters of Science in Accountancy from the University of Phoenix.

Please RSVP in advance, cost is $20 per person.  This is an evening event and will include a meal.


Visit  James's LinkedIn profile!