Helpful Insider Montana Tax Collection Strategies

May 18, 2023 Filed under 'Western States Tax Advisor'

The Taxation Committee of the State Bar of Montana BETTR (Business, Estates, Tax, Trusts, Real Estate) Section, for which I am Chair, had the opportunity to hear from Danielle Pennington, Collections Bureau Chief of the Montana Department of Revenue (“MDOR”) in February 2023. Ms. Pennington addressed many questions about MDOR tax collections, which may be…

A Conversation with the Director of the Montana Department of Revenue

January 19, 2023 Filed under 'Montana Tax'

In the past year, the Director of the Montana Department of Revenue (“DOR”), Brendan Beatty, spoke to the Taxation Committee of the Montana State Bar Association, of which I am the Chairman. Director Beatty was appointed Montana DOR Director by Governor Greg Gianforte in 2021. Director Beatty previously served for over 20 years as legal…

Determining Your Ad Valorem Liability in Montana: A Taxing Process

January 10, 2023 Filed under 'Western States Tax Advisor'

Calculating property tax in Montana can be complicated. While this is often true for real property, this can be especially true for personal property, which has a lot more definitions, exceptions, and exemptions which may or may not apply, often turning on very nuanced factual circumstances. Since Montana imposes a property tax on the value…