November 20, 2025


Live Webcast

AND

In-Person

Martin’s West
6817 Dogwood Rd, Woodlawn, Baltimore County, Maryland 21244


8 CPE

Day4-Product-Page-Featured-Image-MACPA-Advanced-Tax-Institute-2025.jpg

2025 Advanced Tax Institute Day 4 - State & Local Tax Day


Sponsors

CPE Credits Available

8 CPE
8
Taxes

Martin’s West

6817 Dogwood Rd, Woodlawn, Baltimore County, Maryland 21244

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Things to Know About This Course

Professional Area of Focus

  • Tax
  • Taxation
  • Practitioners

Provider

*Maryland

Agenda

November 20

Breakfast / Check In

Maryland Comptroller's Office Update - Panel Discussion
Speakers:

Brooke Lierman

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Andrew Schaufele

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MD Officials - Comptroller Brooke Lierman, Esq., Comptroller of Maryland, and Andrew Schaufele, Chief Deputy Comptroller, Comptroller of Maryland

A review of the recent Compass release for business taxes, an update on the implementation of a Customer Relationship Management system, and an update on the upcoming release in Compass for the personal, fiduciary, and pass-through entity tax types. Additionally, we have just implemented a complete restructuring for how we validate resident pass-through entity tax credits. These changes will significantly increase efficiency and accuracy; further, this new model will be applied both retrospectively and prospectively.


Maryland Court Cases Update
Speakers:

Murray Singerman

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Renee Nacrelli

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Speakers: Renee Nacrelli, Esq., Division Director, Maryland Office of the Attorney General, and Murray Singerman, Esq., Principal Counsel, Maryland Office of the Attorney General

This presentation will cover tax decisions by the Maryland Tax Court, the state circuit and appellate courts, and federal district courts, as well as updates on pending cases, staff updates, and other tax news of note.


Break

Maryland Sales Tax on Data and IT Services
Speakers:

Debora Gorman

Krista Sermon


Lunch - with a Special Guest Speaker

Join us for lunch and hear from economist Dr. Daraius Irani.


Mid-Atlantic State Update
Speakers:

Elissa Borges

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Andrew Lampropoulos

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District of Columbia: Elissa Borges, J.D., Assistant General Counsel, Office of the Chief Financial Officer

Virginia: Andrew Lampropoulos, CPA, Manager, YHB CPAs & Consultants

Pennsylvania: Jason Skrinak, CPA, Founder, Pivot Strategic Consulting, LLC

Stay informed on the latest developments affecting businesses in the Mid-Atlantic region. In this session, we'll provide a concise update on key legislative, regulatory, and tax changes across Mid-Atlantic states. Whether you're operating in the area or planning to expand, this update will help you stay ahead of the curve and ensure your business remains compliant and competitive in a rapidly changing landscape


Break

Comptroller's Personnel

This session is still being planned. 


National Developments in SALT (Including Congressional Updates)
Speakers:

Douglas Lindholm

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Eric Carstens

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Speakers: Eric Carstens, J.D., LLM, Partner, McDermott Will & Emery LLP and Douglas Lindholm, Esq, Special Counsel and Chair, Council On State Taxation (COST)

This session will cover the most significant nationwide developments in SALT over the past year.  Topics covered will include key recent tax cases, SALT issues and trends, and policy matters from across the country that Maryland practitioners and clients should be aware of.


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    $ 330 315

    Price includes $20.00 early registration discount(s) - expires 10/17

    Price includes $0.00 early registration discount(s) - expires 10/17

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