TAX PRACTICE MANAGEMENT
| Monday, October 28, 2024 – All Times Listed are Central Time Zone | ||||
| Start | End | Minutes | Topic | Speaker(s) |
| 12:00 | Registration Opens | |||
| 12:55 | Welcome and Introductory Remarks | |||
| 1:00 | 2:00 | 60 | Mitigating State Tax Risk Through Insurance: Pros and Cons The use of insurance to mitigate tax risk has expanded rapidly over the past 5 years. Material amounts of tax exposure are now being transferred to insurers to alleviate balance sheet and deal related risk. This panel will discuss the nuts and bolts of tax insurance, positions that are commonly insured, the process to obtain coverage, case examples, and important considerations for companies to consider before seeking a policy. (60 Min.) | Scott Harty Partner, Alston & Bird LLP Bryce Pressentin Senior Vice President – Tax Underwriter, Euclid Transactional Jenny Wong (Moderator) Vice President & Counsel, North American Tax Insurance, Ryan Specialty, Transactional Risk |
| 2:00 | 3:00 | 60 | The SALT Value Proposition Join us for a panel discussion on the significance of reinventing with tax and the essential role of SALT. The focus will be on how SALT practitioners can bring value to their companies or clients in a rapidly changing environment. The speakers will cover opportunities to bring value in areas including planning, capital and operational initiatives, structural changes, and special projects, as well as how to best advocate for SALT’s seat at the table when important initiatives are being considered. (60 Min.) | Barbara Coulter (Moderator) Tax Partner, PwC Troy Deason Managing Director, HCA Healthcare, Inc. Stephen LaRosa Executive Director, U.S. State & Local Tax, AstraZeneca Jorge Rodriguez Principal, Rodriguez Law Firm, PLLC Alexandra Sampson State Tax Counsel, The Hearst Corporation |
| 3:00 | 3:15 | Break | ||
| 3:15 | 4:15 | 60 | SALT Audit Controversy Management – From Audits to Settlements and Everything In Between This session will provide insight and perspective into MTC audits and state tax audits more generally. Presenters will offer diverse perspectives on strategies for managing controversies from the start of the audit process through resolution whether that be during audit, the administrative process, litigation, or settlement. (60 Min.) | Holly Coon Joint Audit Program Director, Multistate Tax Commission Jon Mieritz State Income & Indirect Tax Manager, Corteva Agriscience Claudia Smith Senior Manager, Income & Franchise Tax Services, Weaver |
| 4:15 | 5:15 | 60 | SALT “Short Takes” on Oddball Taxes In the inaugural Hartman “Short Takes” series, each of these panelists will deliver targeted insights in a condensed timeframe on the following topics: • Captive Insurance/Self-procurement • Local Taxes • Unemployment Taxes • Special Assessments and Tax Versus Fee Considerations | Lorie Fale Partner, Akerman LLP Nicki Howard Assistant General Tax Counsel, CSX Transportation, Inc. Charlie Kearns Partner, Eversheds Sutherland (US) LLP Rachel Quintana Partner, EY US LLP |
| 5:15 | Adjourn | |||
| 5:15 | 7:00 | Cocktail Reception – Sponsored by Tax Notes | ||
| TOTAL | DAY | 240 | CLE: 4 hours – CPE: 4.8 hours (4.5 NASBA) |