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Overview

8.0 Credits
IN-PERSON

State Tax 360° is the educational and networking experience tax professionals in Connecticut have been waiting for! In this fresh approach, local experts in state taxation will discuss the latest topics and answer your questions. Participants will then have a series of local resources to turn to when that sticky tax issue arises. State Tax 360° is a great opportunity to learn about high-level topics, network with other professionals, and bring additional value to your clients.

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Sessions

Please select the appropriate session or option below to continue with your online purchase.

Monday, November 18, 2019

General Sessions

Presented by: Alan E. Lieberman, Esq. - Managing Partner at Shipman & Goodwin LLP

 

Stephen J. LaRosa, CPA - Senior Director, Global Indirect & U.S. State Taxes at Alexion Pharmaceuticals, Inc.

 

This session will focus on the significant developments in 2019 in Connecticut tax law, including legislation, administrative pronouncements and case law, and how these development may affect you and your clients.

Presented by: Scott Peterson - VP, Government Relations at Avalara, Inc.

 

Milo Peck - Senior Manager, State and Local Tax at RSM US LLC

 

How will small companies deal with the challenges imposed by economic nexus?  This session will cover:

  1. A Multistate update of non-income tax developments
  2. Overview of Wayfair Case
  3. Discussion of legal implications and options
    a. Due process vs. commerce clause
  4. Practical, process oriented discussion of how to approach compliance 
    a. Automation, Streamlined Sales Tax options, certified service provider options, and reliance on marketplace providers

Presented by: Shirley Sicilian - National Director of State and Local Tax Controversy at KPMG LLP

 

Stephen J. LaRosa, CPA - Senior Director, Global Indirect & U.S. State Taxes at Alexion Pharmaceuticals, Inc.

 

This session will provide a debrief on repatriation and Global Intangible Low-Taxed Income (GILTI), a discussion of permanent establishment and fixed place of business vs. nexus, and other state tax issues relevant to foreign entities and affiliates.

Presented by: Scott D. Jackson - Commissioner, State of CT Department of Revenue Services

 

Scott D. Jackson, Commissioner of the Department of Revenue Services, will provide an update on CTax, the agency’s IT modernization initiative that will begin to roll out in May 2020. Commissioner Jackson will also discuss agency implementation of recent tax changes, and preview Connecticut’s 2020 legislative session.

Presented by: Timothy P. Noonan - Partner at Hodgson Russ LLP

 

 

Taxpayers who live in one state and work in another often face challenges when determining which state gets to tax their income.  This is especially the case when we have states that have active audit and enforcement regimes in the personal income tax area—states like Connecticut and New York.  In this program, we’ll review the residency and income allocation rules in both states and address the types of cross-border residency issues that arise for Connecticut and New York residents. Issues will include a review of the residency tests, application of income allocation rules, resident tax credits, and more.

Presented by: Tony Switajewski, CPA - Partner at blumshapiro

AND

 

Matthew M. Dayton, Esq. - Connecticut Department of Revenue Services

This presentation will discuss the 2019 tax legislation that affects the Connecticut Pass-Through Entity Tax (including the taxation of guaranteed payments and estimated tax payment requirements), common errors that were observed concerning the 2018 CT PET return submissions, revised 2019 draft Form CT-1065/CT-1120 SI; election to pay non-residents Connecticut income tax liability (i.e., composite income tax remittance option), Rhode Island’s  pass-through entity taxation regime and more. 

Presented by: David Oleasz, CPA - Principal at Harper & Whitfield, P.C.

John Biello - Tax Division Chief, Audit and Compliance Bureau at the Connecticut Department of Revenue Services

This interactive session will focus on practical tax issues for Connecticut and other states that will help practitioners this coming tax season. The goal is to provide guidance and an open question format to address various topics such as the current activity at the Connecticut DRS, CT form 945, reporting of gambling losses, certain statutes of limitations, effects of IRS form 8282, state tax planning, and other matters. The session will provide an opportunity to ask questions on various topics. 

Materials Option

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual. Your eMaterials will be available for download in the "My CPE" area of the website one week before the program date. Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website. Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

Attendance at any CTCPA programs or events constitutes an agreement that any photographs or video taken during the event can be used on the Society's website, social media and in any future online or printed materials for the CT Society of CPAs.