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Tuesday, November 19, 2019 Live / Webcast

Multistate Tax Conference (E1911440)

8:00 AM - 4:10 PM EDT

Registration: 7:30 AM EDT

APA Hotel Woodbridge

120 Wood Avenue South
Iselin , NJ 08830

8 CPE Credits in TX

OVERVIEW

Learn about changing regulations and laws affecting businesses in the tri-state area. Also, discuss emerging technologies and their effect on multistate audits.

DESIGNED FOR

CPAs in all firms as well as sole practitioners and financial officers of businesses with multistate transactions.

BENEFITS

This conference will provide you with timely updates, answers to your most pressing questions, and a chance to network with speakers discussing multistate hot topics.

HIGHLIGHTS

8-8:10 a.m.
Registration and Continental Breakfast and Opening Remarks

8:10-9:25 a.m.
Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M., – Eversheds Sutherland LLP
Review the legislative, regulatory and judiciary developments impacting state taxation with key state and local tax trends that attendees should watch out for, such as:
  • Marketplace collection
  • State tax conformity
  • Federal tax reform
  • Apportionment trends
9:25-10:15 a.m.
New York State and New York City Update
Elizabeth Pascal, J.D. – Hodgson Russ LLP
Adjacent states reacted to the Federal Tax Cuts and Jobs Act differently. Explore the disparities between New Jersey and New York’s responses:
  • The latest NYS and NYC responses to the Federal Tax Cuts and Jobs Act
  • Tax Law changes in the 2019-2020 budget legislation
  • New cases and audit developments
  • The latest updates in NYS/NYC corporate tax reform
10:15-10:30 a.m.
Morning Break

10:30-11:20 a.m.
New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review the major legislative, judicial and administrative developments of 2019 affecting New Jersey taxpayers and the outlook for 2020 state tax changes.

11:20-11:50 a.m.
How Does New Jersey’s Tax Burden Compare to Other States?
Regina M. Egea – Garden State Initiative
The Garden State Initiative focuses on research and policy changes aimed towards growing NJ’s economy by improving government performance and reducing the tax burden. GSI’s most recent research, Adding It All Up: An Impartial Look at NJ’s $117 Billion Government, focuses on the total size of New Jersey’s expansive government, how much is being spent in specific categories and identifying areas to make it more efficient. By comparing New Jersey to other states, GSI demonstrates that we do not have to sacrifice service in order to lower government costs.

11:50 a.m.-12:15 p.m.
State Issues in Professional Liability in Multistate Practice
John F. Raspante, CPA, MST, CDFA – McGowanPRO
This session will cover common claims facing CPAs providing multi-state tax services. Included will be best practices in avoiding such claims:
  • Engagement letter discussions
  • The privity defense
  • The statute of limitations

12:15-1:05 p.m.
Lunch

1:05-1:55 p.m.
Division of Taxation Update
John J. Ficara, CPA – New Jersey Division of Taxation
This session will update practitioners on new policies, issues, procedures and tax pronouncements. A discussion designed to help professionals contact appropriate staff and departments in the Division of Taxation for client issues may also take place.

1:55-2:45 p.m.
New Jersey Government Update
James J. Fruscione – New Jersey Division of Revenue and Enterprise Services
This Division is responsible for the processing of all returns, payments, etc. for the State. Director Fruscione will update us on changes, new services available electronically and processes that help all of us in many areas of state compliance.

2:45-2:55 p.m.
Break

2:55-4:10 p.m.
Uneven Playing Field: States are Using Technology in Multistate Audits to Get an Edge Over Taxpayers
Nishant Mittal – MONAEO
Advances in technology allow states like New York to identify nonresidential taxpayers who owe taxes. Sophisticated applications built by large technology companies give the government an advantage over taxpayers, many of whom still rely on spreadsheets. Delve into use of technology in residency and nonresident payroll withholding audits to see how taxpayers can level the playing field with aggressive tax authorities.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Regina Egea

Regina M. Egea

President

Garden State Initiative

Regina is president of the Garden State Initiative (GSI), and has held senior positions in both the private sector and public service. In 2008, Regina concluded a 30-year career as an officer at AT&T after holding leadership positions with expanding responsibility in product management, network operations, human resources and sales and marketing. Regina was honored to serve as Governor Chris Christie’s chief of staff from 2015 to 2016. Previously, she was the New Jersey State Treasurer’s chief of staff in 2010 and 2011 and served as the Governor's director of the Authorities Unit beginning in 2012. Concurrent with working at AT&T, Regina was first elected locally to the School Board of Education (2003-2007) and her home town’s Township Committee (2008-2012), serving as Deputy Mayor in 2010.

James Evans

James B. Evans, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Jim is a shareholder at Kulzer & DiPadova, P.A. He is admitted to practice before the United States Tax Court, is a member of the Bar of the State of New Jersey, and is a member of the Camden County Bar Association, the New Jersey Bar Association and the American Bar Association. Jim is a member of the tax sections of the NJBA and the ABA. In addition, he is a former president of the NJCPA, and has served as chairperson of the State Taxation Interest Group. He is a past president of the Southwest Jersey Chapter Board of Directors. Jim is also a member of the American Institute of Certified Public Accountants (AICPA) and serves on AICPA Council, its governing body. He is also a member of the New Jersey Tax and Fiscal Policy Commission and chaired the New Jersey Corporation Business Tax Review Commission.

John Ficara

John Ficara, CPA

New Jersey Division of Taxation

John Ficara has been functioning as the Director of the New Jersey Division of Taxation since January 4, 2016. The Director oversees a staff of more than 1,400 who are responsible for the administration, enforcement and collection of 42 individual and business tax types in the State of New Jersey. John was previously Director of Tax and Tax Counsel for Columbus McKinnon Corporation, a Buffalo based global manufacturer of material handling equipment. He also was Corporate Tax Counsel for BASF, a German based global chemical manufacturing company, with US operations based in Florham Park, New Jersey. He has over four decades of experience as a tax professional, including seven years with Ernst & Young, and he has been an Adjunct Professor of Tax in the Fairleigh Dickinson University Graduate Tax program. A licensed Certified Public Accountant and Attorney, John earned his Law Degree from the Fordham University School of Law, and his Master’s in Tax law Degree from the NYU Graduate Law School.

Jeffrey Friedman

Jeffrey A. Friedman, J.D., LL.M.

Partner

Eversheds Sutherland LLP

Honored as “Tax Lawyer of the Year” in 2011 by State Tax Notes, Jeff Friedman provides sophisticated state and local tax planning, strategic advice and advocacy to numerous Fortune 100 and industry- leading companies. His comprehensive practice includes state and local tax planning, compliance, legislation and policy, and litigation and controversy matters involving income, franchise, sales and use and property taxes. Jeff’s clients span a variety of industries, including e-commerce, energy, technology and telecommunications.

A recognized thought leader on state and local tax issues, Jeffrey Friedman works on high-profile and precedent-setting litigation and controversy matters across the country. These matters impact critical questions on nexus, apportionment, the Multistate Tax Compact and the equal protection, due process and commerce clauses of the United States Constitution. Mr. Friedman is also a well-respected advocate on issues of tax policy, including the taxation of digital economy transactions.

Prior to joining Sutherland, he was a partner in KPMG’s Washington national tax practice; served as an attorney-adviser in the U.S. Department of the Treasury’s Office of Tax Policy, where he assisted with the development of the U.S. government's position on domestic and international electronic commerce tax issues; and served as vice president and counsel of the Committee (now Council) On State Taxation (COST).

James Fruscione

James J. Fruscione, MA, MPA, MS, CPM, CIP

Director

NJ Division of Revenue

James Fruscione is a career public servant with thirty years of experience in State government operations. As the Director of NJDORES, he is responsible for New Jersey's centralized tax return and payment processing facilities, as well as the State’s business registry and non-tax debt collection programs. He now serves as the Department of the Treasury’s Technology Officer as well.

Mr. Fruscione continues his efforts to employ digital technologies to deliver efficient and value-added services to the State’s business and taxpayer communities. In his role as Technology Officer, he seeks to use Treasury’s information technology platform to support Enterprise-level service innovation, enhanced performance and cost savings.

Mr. Fruscione earned a Master of Arts degree in Public Administration from Rider University. He is a Certified Public Manager and Certified Information Professional. He has also earned certificates in citizen-driven performance management and electronic commerce.

Nishant Mittal

Nishant Mittal

Co-Founder

MONAEO

Nishant is a co-founder of Monaeo and has led Monaeo to build a world-class product in use today at leading global institutions. Nishant brings 7+ years of experience in Business Travel Analytics and extensive change management experience working with Fourtune 500 companies during his tenure at McKinsey & Co. and General Atlantic.

Prior to founding Monaeo, Nishant was a Vice President at General Atlantic where he led the Financial Services sector in India and was subsequently a part of the U.S. technology team.

Before General Atlantic, he worked in McKinsey & Company’s New Jersey office advising Fortune 500 companies in the pharmaceutical industry. Previously, Nishant held a variety of engineering and technical roles including at Mayo Clinic, where he developed algorithms for early detection of heart disease, and Lucent Technologies, where he helped develop a new IP product.

Nishant is a published author with publications in machine learning and image processing in leading peer-reviewed journals. Nishant has a BS in Computer Engineering, an MS in Biomedical Engineering, and an MBA from Stanford’s Graduate School of Business.

Elizabeth Pascal

Elizabeth Pascal, J.D.

Partner

Hodgson Russ LLP

Liz concentrates her practice in tax law with a focus on New York State, New York City, and multistate tax issues. She assists individual and business clients with New York State and New York City audits, including residency, sales tax, unincorporated business tax, commercial rent tax, and corporate tax audits. Liz has also helped many clients successfully navigate New York State’s voluntary disclosure process. She works with each client to determine the optimal strategy to resolve tax issues, whether negotiation through the audit process, litigation, or tax planning.

Prior to joining Hodgson Russ, Liz served as an intern for U.S. District Judge William Skretny in the Western District of New York. Before entering law school, she was a professor of comparative politics and has taught at Connecticut College, Wesleyan University, and University at Buffalo.

John Raspante

John F. Raspante, CPA, MST, CDFA

Director of Risk Management

McGowanPRO

John oversees the industry specific expertise and risk management for McGowanPRO’s accounting and financial clients. Mr. Raspante is the former Director of Compliance and Risk Management as well as the Director of Education for Graf Repetti & Co. LLP, Certified Public Accountants & Business Advisors. Prior to joining Graf Repetti, Mr. Raspante worked nine years for CAMICO Mutual Insurance Company, a provider of accountants’ professional liability insurance. Mr. Raspante’s primary responsibility at CAMICO was providing loss prevention services to the organization’s largest insured’s. Mr. Raspante is a frequent speaker within the accounting profession on issues relating to risk management and professional ethics. He presents regularly at different conferences for accounting firm associations and CPA State Societies. He is a published author and contributor for accounting firm periodicals such as Journal of Accountancy and Accounting Today.

PRICING

In-Person Registration

    $239.00 - Member

    $339.00 - Nonmember

Webcast: Attend this conference virtually.

    $239.00 - Member

    $339.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

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