Thursday, January 16, 2020 – Thursday, January 16, 2020 | 8:00am – 4:40pm

State Tax Conference

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State Tax Conference

January 16, 2020 
Double Tree By Hilton, Westborough


7:00 – 7:45 a.m.

Early Bird Session

MA Tax Connect Demo


8:00 – 8:10 a.m.

Opening Remarks

Amy Pitter, MA Society of CPAs


8:15 – 9:30 a.m.

DOR Update

Commissioner Christopher Harding, Massachusetts Department of Revenue
Dana Ackerman, Massachusetts Department of Revenue

Rebecca Forter, Massachusetts Department of Revenue

In this session, we’ll hear from senior leaders from the Department of Revenue (DOR) on the latest administration initiatives, news from rulings and regulation, a briefing from the taxpayer advocate and more.



9:30 – 10:15 a.m.

Appellate Tax Board Update

Mark J. DeFrancisco, Esq., Chief Counsel, Massachusetts Appellate Tax Board

In this session, we’ll discuss best practices for a CPA’s participation in ATB litigation, find out about the ATB’s mediation program and small claims procedure, receive an overview of recent ATB and appellate court decisions and more.


10:15 – 10:30 a.m.  

Networking Break


10:30 – 11:30 a.m.

Tax Reform – Lessons Learned and Looking Forward to 2020

Matthew Dyment, BDO

Thomas Leonardo, BDO

This presentation will provide an overview of recent state and local tax developments with an emphasis on the most important issues impacting individual and business taxpayers in New England and beyond. We’ll cover topics such as an overview of newly enacted PTE taxes, state income tax conformity to the TCJA, Wayfair and more.


11:30 a.m. – 12:45 p.m.

National Trends in State and Local Tax Policy

Joe Crosby, MultiState Associates, Inc.

Karl Frieden, Council On State Taxation

This session will discuss the most significant trends in state and local tax policy in 2019 including state tax conformity with federal tax reform, state and local tax revenue growth, state responses to the Wayfair decision, the unexpected explosion of marketplace facilitator statutes and the most important state and local tax cases. We’ll also highlight state tax trends and issues to be mindful of in 2020. 


12:45 – 1:30 p.m.



1:30 – 2:45 p.m.

Concurrent Sessions (Choose one)


Multistate Corporate Income Tax Apportionment Sales factor sourcing – Issues and Trends

Scott Thomas, Bentley University

This session will address the multistate corporate income tax apportionment of income by focusing on the sales factor and will cover sales factor weighting, market-based sourcing, cost of performance sourcing, throwback rules, throw-out rules and alternative apportionment requests. We'll also dive into the basic rules and recent developments in these areas.


The Business of Cannabis

Scott Foster, Bulkley Richardson and Gelinas, LLP

In this presentation, we’ll address the specific business challenges that cannabis businesses face as well as provide an update on the rapidly changing legal landscape with guidance on doing business in a highly regulated industry.

2:45 – 3:00 p.m.

Networking Break


3:00 – 4:15 p.m.

Concurrent Session (Choose one)


Technology - How AI is changing Tax work

Anthony Aniello, CPA, withum

Adrien Luther, CPA, withum


State Residency Determinations for Individuals – Preparing for the Move and the Audit

Scott Thomas, Bentley University

In this session, we’ll cover taxpayer compliance and documentation matters concentrating on information gathering, documentatio, and the uncertainties of compliance. We’ll focus on the Massachusetts statutes, regulations and case law, as well as address various other state residency rules encountered by taxpayers and their representatives.


Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

You pay
MSCPA Members save $80.00 on this course. Login or Join to take advantage of these savings.


+ $399.00

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