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Wednesday, November 16, 2022 Live Webcast

Multistate Tax Conference (E2211010)

8:00 AM - 4:00 PM EST
webcast

ON24

8.0 CPE Credits in TX

OVERVIEW

New Jersey and surrounding states confront significant legislative updates affecting income, sales and use, and corporate taxes. Learn the latest developments, including significant attention to pass-through entity taxes (e.g., New Jersey BAIT, New York PTET, Pennsylvania and others).

DESIGNED FOR

CPAs in all sizes of firms as well as financial officers of businesses with multistate transactions.

HIGHLIGHTS

8-8:50 a.m.
Multistate Tax Update
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
This presentation will address significant state and local tax litigation and legislation. Topics will include income tax apportionment, sales tax on services and digital products, and local taxes.

9-10:15 a.m.
New Jersey Government Update
John J. Ficara, CPA – New Jersey Division of Taxation
James J. Fruscione, MA, MPA, MS, CPM, CIP – New Jersey Division of Revenue and Enterprise Services

Hear from the New Jersey Divisions of Taxation and Revenue/Enterprise Services about essential changes, updates and adjustments that will impact services within the divisions. Practitioners will hear firsthand about issues and gain an understanding of the challenges the divisions are facing in order to realistically prepare themselves and their clients. These presentations are vital to practitioners as the two divisions, while having distinct and important roles, mesh with regards to taxation. Understanding the roles can help CPAs navigate their clients’ or their company’s New Jersey issues effectively.

10:25-11:15 a.m.
New Jersey Tax Update
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review developments affecting New Jersey taxpayers including new laws, regulations, administrative rulings and state tax cases. Explore the latest New Jersey tax compliance issues and tax planning strategies.

11:25 a.m.-12:15 p.m.
New York Tax Update
Melanie Lee - Anderson
This session will provide an overview of decisions, law changes, rulings and administrative releases in New York State over the past year. The impact of these changes on various taxpayers (individuals, corporations, pass-throughs) will also be discussed.

12:15-12:45 p.m.
Lunch

12:45-1:35 p.m.
To Elect or Not to Elect? Navigating Pass-Through Entity Tax Regimes
Elizabeth Pascal - Hodgson Russ LLP
Since 2018, more than half of the states in the U.S. have enacted pass-through entity taxes (PTET), allowing businesses to pay and deduct state taxes that individual owners are no longer permitted to deduct as a result of the federal SALT deduction cap. Each state’s PTET is different, and with the vast majority of these taxes requiring an annual, often irrevocable, election, taxpayers and their tax advisors face a complex decision-making matrix to determine when and where to elect into a state’s PTET. This session is designed to help with that decision-making process, using practical examples to identify the key similarities and differences among the PTETs and the principal considerations in deciding whether to make the election.

1:45-2:35 p.m.
Everything You Always Wanted to Know About Pass-Through Entity Taxes, But Were Afraid to Ask
Karen L. Henderson, CPA – Citrin Cooperman
This session will showcase real-life examples and case studies of the intricacies involved in analyzing whether PTE is advantageous for clients.

2:45-4 p.m.
A Deep Dive Into Sales Tax
James A. Bartek, CPA – WithumSmith+Brown
This session will focus on key considerations of sales taxes, including how the Wayfair decision has affected businesses and the complexities of handling the increased compliance burden with regard to collection, remittance and software solutions. The discussion will also include common nexus-creating activities, key sales tax cases, including guidance during the past year, and recent audit enforcement activity.

COURSE LEVEL

Basic

INSTRUCTORS

James Bartek

James A. Bartek, CPA

Partner

WithumSmith+Brown

Jim has over 25 years of professional experience in advising clients in the areas of ASC 450 (fka FAS 5), reverse sales and use tax audits, audit defense and appeal, sales tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, Sarbanes/Oxley requirements, Streamlined Sales Tax Agreement, and sales/use/excise tax compliance services.

He assists numerous clients with complex indirect tax issues in industries including pharmaceutical, technology, retail, financial services, utilities, hospitality, entertainment, defense contractors, telecommunications and manufacturing. Leading sales and use tax specialist and developed trusted relationships with New Jersey and New York state government officials.

Jim is a certified public accountant and a member of the New York and New Jersey Societies of Certified Public Accountants, as well as the American Institute of Certified Public Accountants. A Montclair State University alum holding a Bachelor of Science degree in Accounting.

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

Acting Director

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.

Karen Henderson

Karen L. Henderson, CPA

Tax Partner

Citrin Cooperman & Company, LLP

Karen L. Henderson, CPA is a Partner at Citrin Cooperman. She gained a depth of experience while working with clients in the public accounting sector, as well as in private industry, where her familiarity with strategic cash flow plans and other financial analysis added value for the companies she served. This combination of public-private perspectives enables her to provide critical insights for both the firm’s corporate clients and the individual taxpayers. Prior to joining Citrin cooperman, Karen was with SobelCo.

While serving in decision-making roles in accounting and tax firms across New Jersey, Karen developed a unique technical expertise for working with multi-state and start-up income tax returns and large, consolidated, corporate income tax returns as well as supervising and reviewing federal and state income tax returns and managing unclaimed property projects and tax exempt determinations and issues.

Over the years Karen has established a strong reputation in the community for delivering excellent client service. It is this key attribute that enabled Karen to assume a leadership role at the firm where she is having a positive impact on the professional staff and on the clients. A frequent speaker in the state, Karen has been asked to draw on her extensive experience to address critical tax topics for business leaders in manufacturing, healthcare, real estate, nonprofits and foundations.

Melanie Lee

Melanie Lee

Manager

Andersen

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.

PRICING

$259.00 - Member

$409.00 - Nonmember

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Note: Online pre-registration will close on November 16 at 8:00 AM.

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