Day Four - State and Local Tax Day
Virtual Attendees - Please note the stream will not begin until 8:30 a.m.
There will be a $25 fee for changing from IN PERSON format to Virtual after October 23, 2023.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
Speaker: Andrew Schaufele, Chief Deputy Comptroller, Comptroller of Maryland's Office
Top Maryland Comptroller officials discuss tax compliance changes impacting the upcoming 2023 tax return filing season, plans for new Legal Division and Private Letter Ruling Process; legislation report; other administrative changes.
Speakers:
Renee Nacrelli, Esq., Assistant Attorney General and Counsel to Maryland Comptroller's Office
Murray Singerman, Esq., Assistant Attorney General
Hear the latest Maryland tax litigation information and Maryland’s perspective on State and Local Tax (“SALT”) issues.
Speaker: Mihir Kapadia, CPA, Tax Senior Manager, Deloitte Tax LLP
As a significant percentage of the world economy is now digital in some way, states are expanding their sales tax base to include the digital economy. This presentation will help participants gain an understanding of the various ways in which products/services in the digital economy can become subject to state sales tax as well as possible NEXUS concerns.
Lunch and Guest Speaker – Eric Luedtke, Chief Legislative Officer, Maryland Governor's Office
Mr. Eric Luedtke will be giving a presentation to update the attendees on Maryland's current economy and budget status. Further, Eric will share an overview of how the state's current economy and budget outlook are projected to impact the 2024 legislative session of the Maryland General Assembly.
Speaker: Brooke Lierman, Comptroller of Maryland
Speakers:
District of Columbia: Elissa Borgess, Assistant General Counsel, Office of the Chief Financial Officer
Pennsylvania: Rich Botwright, Shareholder, Stevens & Lee; and Mark Achord, Managing Director, KPMG
Virginia: Kelly Domenick, CPA, MST, Partner, YHB CPA & Consultants; and Curtis Adams, Tax Manager, YHB CPA & Consultants
Speakers:
Walter Calvert, J.D., Partner, Venable, LLP
Christopher Moran, J.D., Counsel, Venable, LLP
Matthew Carruth, L.L.M., J. D., Counsel, Venable, LLP
Doug Boyle, CPA, Boyle & Company, PA
Dimitri de Valroger, EA, Senior Manager, RSM US LLP
Special focus on the non-SALT return issues for PTEs that are paying the new PTE entity level taxes in Maryland or the 30 other states: proper allocations among the members; are there deferred tax accounting issues; is it accounted as entity expense or member distribution; effects on incoming/outgoing members; requirements for the entity member legal agreement documents; etc.
Speakers:
Diann Smith, J.D., Counsel, McDermott Will & Emery
Lila Disque, J.D., LL.M. Deputy General Counsel, Multistate Tax Commission
National Developments in SALT, important matters across the country for Maryland practitioners and clients to be aware of.