State and Local Tax Conference Webinar

Jan 16
9:25 a.m. - 5:45 p.m.

Online

8-Tax
CPE Credits

Experts weigh in on the hottest topic in tax! Date: January 16, 2024 Time: 9:25 AM - 5:45 PM Eastern Location: Virtual Credits: 8 CPE

Learning Objectives:

Examine the practical state and local tax related challenges and approaches encountered by businesses and individuals.

Identify issues including nexus, registration, the reporting of multistate income and wages and withholding obligations.

Recognize practical considerations while navigating a state tax audit to improve the process for your clients.

Engage with our experts on current issues in state taxation, including administrative issues, case law update/impacts, tax technical issues, and legislation.

Highlights

All Times Listed are Eastern Time Zone

9:25AM - 9:30AM | Welcome and Administrative Details

9:30 AM - 10:45 AM | Practical Multistate Issues for Businesses and Individuals

Jason Parish, CPA, MST, Tax Partner| Plante Moran

Lauren Ferrante, JD, LLM, Partner | Akerman LLP

10:55 AM - 11:55 AM | Improving the Auditing Experience

Paul Bogdanski, JD, Managing Director, Tax Practice Policy & Quality | Grant Thorton

Adam Garn, CPA, JD, MT, Principal, State and Local Tax | Plante Moran

12:05 AM - 1:15 PM | GOTCHA! Taxes

Eric Fader, CPA, JD, Attorney | Duane Morris LLP

Jennifer A. Zimmermann, JD, Manager, State Tax Audits and Controversy | Walgreens

1:15PM - 2:00PM | Lunch Break

2:00 PM - 3:10 PM | Ask the Experts

Dave Hughes, JD, Chair, State and Local Tax Group | HMB Legal Counsel

Dave Kupiec, CPA, JD, Managing Principal | Kupiec & Martin LLP

Natalie Martin, JD, Partner | Kupiec & Martin, LLC

Keith Staats, JD, Executive Director | Tax Institute of Illinois Chamber of Commerce

3:20 PM - 4:30 PM | Pass-through Entity Tax (PTE)

Jessica Macklin, CPA, Partner - State and Local Tax | WIPFLI

Justin Shelman, CPA, MST Tax Manager | NDH Group LLP

4:40 PM - 5:45 PM | Finding Clarity in Sales Tax

Joseph Bigane, CPA, Managing Director | JFB Tax Consulting LLC

Robert Kolosky, CMI, Senior Director | RSM US LLP

Registration

PICPA Member: $350
Nonmember: $450

More Information

Course No. CNIL240116 Level: Overview

Prerequisites: None

Notes
This webinar is hosted by PICPA's partner, CPA Crossings, LLC. After registering, you will receive an email from messenger@webex.com with the log-in information.