TAX PRACTICE MANAGEMENT
| Monday, October 23, 2023 – 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 | Changing of the Guard: Intentionality and Inclusivity in Succession Planning As the prior generation of SALT practitioners moves into retirement, semi-retirement, or “senior status,” a new wave of professionals is ready to take control. This session will explore the opportunities and strategies for being intentional and inclusive in succession planning by having candid conversations, cultivating diverse successor pools, and developing robust contingency plans. (60 Min.) | Cara Griffith (Moderator), President & CEO, Tax Analysts; Falls Church, VA Tanya Guazzo, Senior Vice President Tax, ADP; Roseland, NJ Tony Robinson, U.S. Central Region Tax Managing Partner/Principal, EY LLP; Chicago, IL Tony Santiago, President, TaxSearch Inc.; Mount Pleasant, SC |
| 2:00 | 3:00 | 60 | Unleashing the Power of Automation: SALT in the Digital Era Automation, AI, and data management have become a normal part of everyday life, and that includes the world of state and local tax. This session will explore how those technologies can revolutionize tax processes, improve compliance, and enhance revenue collection. The panel will also discuss the benefits of using AI-powered tools like Chat GPT, data analytics, and automated systems for efficient tax reporting and administration. (60 Min.) | Robert Guth, Attorney, Bass Berry & Sims PLC; Nashville, TN Jon Miller, Tax Principal, RSM US LLP; Charlotte, NC Mayur Naik, Partner, Weaver; Dallas, TX |
| 3:00 | 3:15 | Break | ||
| 3:15 | 4:15 | 60 | State Audits and Controversy: Where the Rubber Hits the Road! Sometimes the best offense is a great defense. Other times, the best offense is just to be good at offense. This session will consider both approaches to state tax disputes by providing strategies for a strong audit defense and for how and when to go on the offense to support filing positions or counter positions. This panel will also discuss how to reach an “acceptable” settlement or – if that is not possible – fight to the bitter end. (60 Min.) | Clark Calhoun, Partner, Alston & Bird LLP; Atlanta, GA Jordan Goodman, Partner, HMB Legal Counsel; Chicago, IL Brian Kaufman, Vice President & Tax Counsel, Capital One Financial Corporation; McLean, VA |
| 4:15 | 5:15 | 60 | How Did This Tax Land On My Desk Most companies do not have a separate department devoted solely to handling unclaimed property audits, New York hazardous waste tax assessments, or other kinds of “taxes” that are not exactly taxes. As a result, when a company receives an audit notice or assessment for one of these “taxes,” the responsibility typically lands on a member of the tax department. This session will provide best practices for handling these audits and for appealing or litigating if the audit results in an assessment. (60 Min.) | Kathryn Friel, Assistant General Tax Counsel, Entergy Services, LLC; New Orleans, LA Michael Giovannini, Partner, Alston & Bird LLP; Charlotte, NC Lynn Hall, Manager, District of Columbia Unclaimed Property Unit; Washington, DC Mary Ann Horgan (Moderator), Vice President-US Tax, RELX, Inc.; Newton, MA |
| 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) |