Income & Franchise Tax Developments

      Monday, October 28th, 2019  
Start End Minutes Topic Speaker(s)
12:00     Registration  
12:55     Welcome and Introductory Remarks  
1:00 2:00 60

Southeastern Update

This panel will cover the latest developments and recent trends in the Southeastern states. As always, some of the most interesting and impactful things in the state and local tax world are happening down south.

 

Lorie McDonald, Partner, PwC LLP; Miami, FL

Christopher Wilson, Partner, Waller Lansden Dortch & Davis LLP; Nashville, TN

2:00 3:00  60

Audits, Appeals, and Settlement Techniques

This session will present a variety of perspectives for managing audits, appealing proposed assessments, and settling state tax disputes. The panelists include an in-house tax director, a state Department of Revenue representative, and two practitioners. They will bring their own unique viewpoints on effectively managing audits, best practices for written and oral advocacy, and settling difficult state tax disputes.

John Amato, Managing Director, PwC LLP; Stamford, CT

Clark Calhoun, Partner, Alston & Bird LLP; Atlanta, GA

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

Nicki Howard, Senior Tax Counsel, CSX Transportation, Inc.; Jacksonville, FL

3:00 3:15  

Break

 

3:15 4:15 60

Accounting for State Taxes

Tax departments continue to face challenges properly accounting for state tax law changes that impact the overall tax rate and bottom lines of their companies. This panel will address those issues and discuss the ongoing complexities in identifying and measuring deferred taxes and assessing needs for valuation allowances. The panel will also review practical implications of common state uncertain tax positions and other financial accounting issues.

Donna Bode, Tax Administration Officer, ConocoPhillips; Bartlesville, OK

Stephanie Csan, Managing Director, Deloitte Tax LLP; Parsippany, NJ

Jack Harper, Vice President, Corporate Tax, Discover Financial Services; Riverwoods, IL

4:15 5:15    60

What’s the Deal?  

The Tax Cuts and Jobs Act created the Opportunity Zone program to encourage investment in economically distressed communities. So, what’s the deal? This panel will explore what is happening in the market and discuss state trends in inducing economic development.  The complexities of deal structuring, implementation, incentive program compliance, and related pitfalls will all be explored. 

H. Robert Boehringer III, Managing Director, Tax, KPMG LLP; Philadelphia, PA

Robert Calafell, Principal, National Credits & Incentives Leader, RSM US LLP; New York, NY

Erin McElhaney, Senior Manager, State Tax Planning, The Home Depot; Atlanta, GA

Hanish Patel, Attorney, Eversheds Sutherland (US) LLP; Atlanta, GA

Ali Olivo, Director, PwC LLP; Fort Meyers, FL

5:15

5:15

 

6:00

 

Adjourn

Pre-Registration for Tuesday/Wednesday attendees

 

5:15

7:00   Reception   
TOTAL  DAY  240  CLE: 4 Hrs. - CPE: 4.8 Hrs. (4.5 NASBA)