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

Broadcast: State Tax Conference

The start date for this course has passed. Registration is no longer available.

State Tax Conference

January 16, 2020 

 

This is the Broadcast State Tax Conference:

For more information please contact Katlyn Ribeiro at kribeiro@mscpaonline.org

 

For the in person version of this conference click here

Agenda

 

 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.

Lunch

 

1:30 – 2:45 p.m.

 

Choice of Entity After the Tax Reform and Jobs Act (TCJA): To Be or Not to Be, That is the Question – S Corporation, C Corporation, LLC or Other Entity

Leo Cushing Esq., CPA, Cushing & Dolan, P.C

In this session, we’ll focus on both tax and nontax benefits, the burdens of the various entities, including formation, operational issues, dissolution and distributions, the qualified business income 20% deduction, accumulated earnings tax and compensating key employees with profits interest versus option plans as well as IRC § 754 basis adjustments applicable to partnerships.

 

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.

Sponsors

Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA-AICPA Member
$319.00
MSCPA Member
$319.00
AICPA Member
$399.00
Non-Member
$399.00

Conference Cost

You pay
$399.00
MSCPA Members save $80.00 on this course. Login or Join to take advantage of these savings.

The start date for this course has passed. Registration is no longer available.