State Tax Day 1 Agenda

Wednesday, June 10, 2020
General Sessions

COVID-19/CARES Act State Tax Considerations (Credits: 1.0 TB)
8:10am-9:00am

Chris Oatis, CPA
Managing Director - SALT / Grant Thornton LLP
Orlando, FL
AND
Drew Vandenbrul
Managing Director, State & Local Tax / Grant Thornton LLP
Orlando, FL

The effects of COVID-19 are expected to have a current and future impact on businesses from a state tax perspective. This session will address the current hot topics of related changes in state taxes, as well as how COVID-19 can potentially impact the state tax posture of a business going forward. We will also provide a technical overview of the state tax implications of the CARES Act and other actions taken by state taxing authorities.

 


State Tax Innovation Automation and Analytics (Credits: 1.0 TB)
9:00am-9:50am

Aaron Fell
Manager / Grant Thornton LLP
Jacksonville, FL
AND
Brian Howsare, JD
Manager - Indirect Tax / Grant Thornton LLP
Tampa, FL
AND
Kaila M. Regan
Grant Thornton LLP
Tampa, FL
Explore the importance of data analytics and visualization capabilities in connection with the state tax function.  Observe a platform that can automate aspects of data collection and transformation, all the while providing a platform to allow taxpayers to gain insights into their data.


Break
9:50am-10:00am
General Sessions

Coast to Coast State and Local Taxes- Part 1 (Credits: 2.0 TB)
10:00am-10:50am

Marshall C. Stranburg, JD, LLM
Deputy Executive Director / Multistate Tax Commission
Washington, DC
AND
Jordan M. Goodman, JD, Esq., CPA
Partner / Horwood Marcus & Berk
Chicago, IL
Explore recent state and local tax cases and statutory changes that will affect clients' businesses.  When can a state impose its taxing jurisdiction on an out-of-state business?  What taxpayers can do to protect themselves?  What's the latest in apportionment issues?  Examine the latest in retroactive law changes and how best businesses can avoid historical liability.


Coast to Coast State and Local Taxes- Part 2
10:50am-11:40am

Marshall C. Stranburg, JD, LLM
Deputy Executive Director / Multistate Tax Commission
Washington, DC
AND
Jordan M. Goodman, JD, Esq., CPA
Partner / Horwood Marcus & Berk
Chicago, IL


Lunch
11:40am-12:45pm
General Session

Sales Tax Considerations When Buying or Selling a Business: Successor Liability and Risk Brought About by Wayfair and Tax Reform (Credits: 1.0 TB)
12:45pm-1:35pm

Gretchen M. Whalen, CPA
Tax Principal / CliftonLarsonAllen
Tampa, FL
AND
Sherry R. Lam, CPA
Managing Director, State and Local Tax / Grant Thornton LLP
Ft Lauderdale, FL
Explore the different industry-specific direct and indirect tax issues that may arise during due diligence, common strategics to remediate exposures and monetize opportunities.  We'll also address future issues you may need to consider when buying or selling your business.


State Tax Complexities Post Wayfair (Credits: 1.0 TB)
1:35pm-2:25pm

Kevin J. Herzberg, CGMA,CPA,MBA
Central Region SALT Practice Leader / Grant Thornton LLP
Houston, TX
AND
Karen A. Lake, CPA
Associate Director / Berkowitz Pollack Brant Advisors and Accountants, LLP
Ft Lauderdale, FL
Explore the various state tax complexities post Wayfair including state sales tax Nexus Principles; U.S. Sales Tax Post Wayfair Decision; Economic Nexus and Marketplace Facilitator Laws; Streamlined Sales Tax; Mergers & Acquisitions; Reserves, Remediation & Systems Considerations; and Income/Franchise Tax Considerations.


Break
2:25pm-2:40pm
General Session

Sales Tax in a Time When E-Commerce in Nearly the Only Commerce (Credits: 1.0 TB)
3:30pm-4:20pm

Scott C. Peterson, MPA
VP of US Tax Policy and Government Relations / Avalara
Seattle, WA
With the radical impact on commerce from the pandemic, e-commerce is having its best year.  Learn how e-commerce has grown, how states tax sales over e-commerce, the type of tax relief governments in the U.S. and around the world have given to businesses to help them cope with the economic impact of the pandemic.


State Tax Apportionment Developments and State Tax Nexus in the Post-Wayfair World (Credits: 1.0 TB)
2:40pm-3:30pm

Kenneth M. Rios, JD, MBA
Principal / Kaufman, Rossin & Co, PA
Ft Lauderdale, FL
Discuss and analyze recent apportionment methodology and the transformation from cost of performance to market-based sourcing and the impact of Wayfair on state tax nexus.