Multistate Tax Conference (E2311070)

8-9:15 a.m.
State and Local Tax Update (1.5 TX)
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.

9:30-10:45 a.m.
New Jersey Government Update (1.5 TX)
Marita Sciarrotta, 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 Division of Taxation and the Division of Revenue and Enterprise Services about essential changes, updates and adjustments that will impact their services. Practitioners will hear firsthand about the challenges the divisions are facing to prepare themselves and their clients for foreseen issues. Understanding the roles of the two distinct divisions can help CPAs navigate their clients’ or their company’s New Jersey issues effectively.

10:55-11:45 a.m.
New Jersey Tax Update (1 TX)
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.

11:45 a.m.-12:15 p.m.
Lunch Break

12:15-1:05 p.m.
New York Tax Update (1 TX)
Eugene Ruvere, CPA - CitrinCooperman
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.

1:15-2:05 p.m.
Pass-Through Entity Tax Update (1 TX)
Steve Eller, JD, CPA - PKF O'Conner Davies
Details coming soon.

2:15-3:05 p.m.
Breakout Sessions (Choose One)

1A. Corporation Business Tax Act (1 TX)
David Gutowski – Reed Smith
Matthew Setzer – Reed Smith
Details coming soon

1B. Working with State Taxing Authorities (1 TX)
Karin Ecroyd - Edward Jones
Most businesses receive an audit notice at some point in time but that isn't cause for panic. This session will cover the life cycle of a state tax audit from pre-audit planning to closing agreements with considerations on how to handle each phase along the way. Also covered will be proactive options for mitigating tax exposure such as voluntary disclosure and amnesty programs.

3:10-4 p.m.
Multistate Retirement Issues (1 TX)
Geoff Weinstein – Cole Schotz
Jennifer Lota – Cole Schotz
This session will cover state income tax considerations for nonresidents retiring to low or no income tax states, including executive compensation exit strategies, treatment of nonqualified deferred compensation and asset and equity sales. In addition, approaches for such nonresidents retiring to states with low or no income tax or estate tax will be covered. The session address tools to minimize state death taxes upon death, avoid probate, and also reduce or eliminate state tax filings in the state of prior residence despite assets, trusts or beneficiaries being located in the prior state.