Tax Practice Management

      Wednesday, October 27, 2021  
Start End Minutes Topic Speaker(s)
12:00     Registration Opens  
12:55     Welcome and Introductory Remarks  

1:00

2:00

60

What now? How to “do SALT” in 2022

As businesses emerged from an unprecedented year and a half, many realized they needed to change the way they managed their tax function. Heading into 2022, tax departments must focus on many different components, including compliance related issues, intelligent fiscal discipline, and proactive planning – all while navigating hybrid or flexible work arrangements.  This session will explore best practices to ensure effective communication, defense-ready document management and retention, and how to integrate the latest technology into the tax compliance function.  The speakers will also discuss strategies for proactively planning and for monitoring state and federal law and policy changes.

Jesse Adams III, Partner, Jones Walker; New Orleans, LA

Susan Courson-Smith, Senior Director-Global Tax, Pfizer; Memphis, TN

Faranak Naghavi, Retired Partner, Indirect Tax & Technology Consultant, EY; Washington, DC

Alexandra Sampson, State Tax Counsel, The Hearst Corporation; Charlotte, NC

2:00 3:00 60

Tax Dispute Resolution in the Virtual World

Like most everything else, the process of resolving tax disputes went virtual during the pandemic. This panel will address what worked and did not work and what parts of the virtual dispute resolution process will likely continue. The presenters will also discuss the unique challenges, tricks, traps, and tips that arise when resolving disputes virtually.  This session will give you a roadmap to prevent you from getting lost resolving disputes in the virtual world. 

 

William Backstrom Jr., Partner, Jones Walker LLP; New Orleans, LA

Sheelagh Beaulieu, Senior Director State and Local Tax, CVS Health; Cumberland, RI

Matthew Cammarata, Counsel, Lowenstein Sandler LLP; New York, NY

Matthew Landwehr, Partner, Thompson Coburn LLP; St. Louis, MO

3:00 3:15  

Break

 

3:15 4:15 60

It’s All About the Words – SALT Statutory Construction

Words in statutes are often undefined, but their precise meaning can be critical to tax compliance and winning your case!  In this session, the panel will identify and explore the important rules of statutory construction to show how they can be used to find statutory meaning.  The panel will also discuss what to do if the rules of construction suggest opposite meanings and whether deference to agency interpretations is a valid indicator of meaning. Understanding and applying the rules of construction with the guidance of this panel will give you the tools you need to defend your statutory interpretation and effectively win your case.

 

Lindsay LaCava, Partner, Baker McKenzie; New York, NY

Mark Sommer, Member, Frost Brown Todd LLC; Louisville, KY 

Martha Wentworth, Judge, Indiana Tax Court; Indianapolis,  IN

4:15 5:15 60

What is the Future of Compliance? – Taxing in the After Times

The world has been turned upside down by the pandemic, and state tax departments were not immune to the effects.  This panel of seasoned state tax administrators will share insights into best practices, lessons learned, and compliance trends that demand attention.

Chester Cook, Director-Audits Division, Georgia Department of Revenue; Atlanta, GA

Stacy Gibson, Assistant Commissioner, Tennessee Department of Revenue; Nashville, TN

Diane Hardt, Tax Administrator, Wisconsin Department of Revenue; Madison, WI 

Dana Taylor, Appeals Administrator, South Carolina Department of Revenue; Columbia, SC

Todd Senkiewicz, Managing Director, Deloitte Tax LLP; Atlanta, GA – Moderator

5:15

   

Adjourn

 
         
TOTAL DAY 240 CLE: 4 hours - CPE: 4.8 hours (4.5 NASBA)