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

Broadcast: State Tax Conference

Register Here

State Tax Conference

January 16, 2020 


This is the Broadcast State Tax Conference:

For more information please contact Katlyn Ribeiro at


For the in person version of this conference click here



 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

Join senior leaders from the Department of Revenue for updates on: the latest administration initiatives, news from Rulings and Regs., 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

Learn 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

Our presentation is expected to a 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. Anticipated topics include an overview of newly-enacted PTE taxes, state income tax conformity to the TCJA, Wayfair, and other updates of significant importance.


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.


The Business of Cannabis

Scott Foster, Bulkley Richardson and Gelinas, LLP

 As the legalization of marijuana continues to roll out, it’s essential one understands the unique legal needs of cannabis businesses operating in Massachusetts. 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.

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

Scott Thomas, Bentley University

Compliance difficulties and disputes often arise when taxpayers move into or out of a state and the taxpayer must file a tax return or disagrees with the government with respect to residency status.  This session discusses taxpayer compliance and documentation matters concentrating on information gathering, documentation, and the uncertainties of compliance.  This session will focus on the Massachusetts statutes, regulations, and case law, but 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

Search for and register other people in our database:

Add Person
Click above and type the first 3 letters of the person's name to search. Search may take 2-5 seconds.

Confirm E-Materials Only

One or more individuals have "e-materials only" selected and will not receive a hard copy for courses indicated. Please confirm this choice by pressing “Confirm” or press "Cancel" and unselect “No hard copy” to receive a hard copy.

Can't find the right person? Add them to our database

The MSCPA or its contractors may photograph or videotape MSCPA events. Attendees agree to allow their image to be used in MSCPA publications, website and marketing materials. Images may also be shared with the media. Attendance at MSCPA events waives the MSCPA from liability resulting from these uses. For questions, contact the MSCPA at or call 617.556.4000.
Printer-friendly registration form