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Tuesday, November 14, 2023 Live Webcast

Multistate Tax Conference (E2311070)

8:00 AM - 4:00 PM EDT
webcast

ON24

8 CPE Credits in MC

OVERVIEW

New Jersey and surrounding states confront significant legislative updates affecting income, sales and use, and corporate taxes. Learn the latest developments, including significant attention to pass-through entity taxes (e.g., New Jersey BAIT, New York PTET, and others).

DESIGNED FOR

CPAs in all sizes of firms as well as financial officers of businesses with multistate transactions.

HIGHLIGHTS

8-9:15 a.m.
State and Local Tax Update (1.5 TX)
Jeffrey A. Friedman, J.D., LL.M. – Eversheds Sutherland LLP
This presentation will address significant state and local tax litigation and legislation. Topics will include income tax apportionment, sales tax on services and digital products, and local taxes.

9:30-10:45 a.m.
New Jersey Government Update (1.5 TX)
Marita Sciarrotta, CPA – New Jersey Division of Taxation
James J. Fruscione, MA, MPA, MS, CPM, CIP – New Jersey Division of Revenue and Enterprise Services

Hear from the New Jersey Division of Taxation and the Division of Revenue and Enterprise Services about essential changes, updates and adjustments that will impact their services. Practitioners will hear firsthand about the challenges the divisions are facing to prepare themselves and their clients for foreseen issues. Understanding the roles of the two distinct divisions can help CPAs navigate their clients’ or their company’s New Jersey issues effectively.

10:55-11:45 a.m.
New Jersey Tax Update (1 TX)
James B. Evans Jr., CPA, J.D., LL.M. – Kulzer & DiPadova, P.A.
This session will review developments affecting New Jersey taxpayers including new laws, regulations, administrative rulings and state tax cases. Explore the latest New Jersey tax compliance issues and tax planning strategies.

11:45 a.m.-12:15 p.m.
Lunch Break

12:15-1:05 p.m.
New York Tax Update (1 TX)
Eugene Ruvere, CPA - CitrinCooperman
This session will provide an overview of decisions, law changes, rulings and administrative releases in New York State over the past year. The impact of these changes on various taxpayers (individuals, corporations, pass-throughs) will also be discussed.

1:15-2:05 p.m.
Pass-Through Entity Tax Update (1 TX)
Steve Eller, JD, CPA - PKF O'Conner Davies
Details coming soon.

2:15-3:05 p.m.
Breakout Sessions (Choose One)
1A. Corporation Business Tax Act (1 TX)
David Gutowski – Reed Smith
Matthew Setzer – Reed Smith

Details coming soon

1B. Working with State Taxing Authorities (1 TX)
Karin Ecroyd - Edward Jones
Most businesses receive an audit notice at some point in time but that isn't cause for panic. This session will cover the life cycle of a state tax audit from pre-audit planning to closing agreements with considerations on how to handle each phase along the way. Also covered will be proactive options for mitigating tax exposure such as voluntary disclosure and amnesty programs.


3:10-4 p.m.
Multistate Retirement Issues (1 TX)
Geoff Weinstein – Cole Schotz
Jennifer Lota – Cole Schotz

This session will cover state income tax considerations for nonresidents retiring to low or no income tax states, including executive compensation exit strategies, treatment of nonqualified deferred compensation and asset and equity sales. In addition, approaches for such nonresidents retiring to states with low or no income tax or estate tax will be covered. The session address tools to minimize state death taxes upon death, avoid probate, and also reduce or eliminate state tax filings in the state of prior residence despite assets, trusts or beneficiaries being located in the prior state.

COURSE LEVEL

Basic

INSTRUCTORS

Karin Ecroyd

Karin Ecroyd, CPA

Managing Director

FORVIS, LLP

Karin has over 30 years of experience advising corporations and pass-through entities in a variety of industries on state & local tax and escheat matters in both public accounting and corporate roles. Karin also gained significant industry experience through prior leadership roles for a large international media group and a Dow 30 manufacturer. Karin is returning to public accounting where she has previously spent a significant portion of her career with the multistate tax practices of leading Big Four and mid-size firms. Most recently, Karin was a Managing Director with a Big Four firm focusing on state tax due diligence and planning for complex corporate and private equity transactions on both the buy and sell side. Karin has also represented numerous businesses and individuals before state tax authorities guiding them through voluntary disclosure, examination and appeals. Karin takes pride in leveraging her broad experience and diverse skill set to provide practical solutions to issues and challenges facing taxpayers.

Steven Eller

Steven J. Eller, CPA

Partner

PKF O'Connor Davies, LLP

Steven J. Eller serves as co-head of the State and Local Tax practice. He has over 30 years of professional experience assisting individuals, businesses and estates and trusts in planning and complying with tax rules and regulations.

Steven advises clients with respect to residency, nexus and apportionment issues, sales and use taxes, and payroll taxes, focusing on strategic planning and compliance. His industry expertise includes real estate, private equity, manufacturing and closely-held and family businesses.

Steven’s tax expertise is well-known as evidenced by his being quoted on tax matters in the New York Post, Accounting Today and the Daily Tax Report.

James Evans

James B. Evans, CPA, J.D., LL.M.

Attorney

Kulzer & DiPadova, P.A.

Jim is a shareholder at Kulzer & DiPadova, P.A. He is admitted to practice before the United States Tax Court, is a member of the Bar of the State of New Jersey, and is a member of the Camden County Bar Association, the New Jersey Bar Association and the American Bar Association. Jim is a member of the tax sections of the NJBA and the ABA. In addition, he is a former president of the NJCPA, and has served as chairperson of the State Taxation Interest Group. He is a past president of the Southwest Jersey Chapter Board of Directors. Jim is also a member of the American Institute of Certified Public Accountants (AICPA) and serves on AICPA Council, its governing body. He is also a member of the New Jersey Tax and Fiscal Policy Commission and chaired the New Jersey Corporation Business Tax Review Commission.

Jeffrey Friedman

Jeffrey A. Friedman, J.D., LL.M.

Partner

Eversheds Sutherland LLP

Honored as “Tax Lawyer of the Year” in 2011 by State Tax Notes, Jeff Friedman provides sophisticated state and local tax planning, strategic advice and advocacy to numerous Fortune 100 and industry- leading companies. His comprehensive practice includes state and local tax planning, compliance, legislation and policy, and litigation and controversy matters involving income, franchise, sales and use and property taxes. Jeff’s clients span a variety of industries, including e-commerce, energy, technology and telecommunications.

A recognized thought leader on state and local tax issues, Jeffrey Friedman works on high-profile and precedent-setting litigation and controversy matters across the country. These matters impact critical questions on nexus, apportionment, the Multistate Tax Compact and the equal protection, due process and commerce clauses of the United States Constitution. Mr. Friedman is also a well-respected advocate on issues of tax policy, including the taxation of digital economy transactions.

Prior to joining Sutherland, he was a partner in KPMG’s Washington national tax practice; served as an attorney-adviser in the U.S. Department of the Treasury’s Office of Tax Policy, where he assisted with the development of the U.S. government's position on domestic and international electronic commerce tax issues; and served as vice president and counsel of the Committee (now Council) On State Taxation (COST).

James Fruscione

James J. Fruscione, MA, MPA, MS, CPM, CIP

Director

NJ Division of Revenue

James Fruscione is a career public servant with thirty years of experience in State government operations. As the Director of NJDORES, he is responsible for New Jersey's centralized tax return and payment processing facilities, as well as the State’s business registry and non-tax debt collection programs. He now serves as the Department of the Treasury’s Technology Officer as well.

Mr. Fruscione continues his efforts to employ digital technologies to deliver efficient and value-added services to the State’s business and taxpayer communities. In his role as Technology Officer, he seeks to use Treasury’s information technology platform to support Enterprise-level service innovation, enhanced performance and cost savings.

Mr. Fruscione earned a Master of Arts degree in Public Administration from Rider University. He is a Certified Public Manager and Certified Information Professional. He has also earned certificates in citizen-driven performance management and electronic commerce.

David Gutowski

David J. Gutowski, J.D.

Reed Smith LLP

David is a partner in Reed Smith's State Tax Group. His practice involves multi-state sales and use and corporate tax appeals. He represents clients before administrative boards and courts in various jurisdictions. David is a frequent speaker on state and local tax issues. He has lectured on New Jersey’s corporation business tax, and has spoken on various issues for the Equipment Leasing Association, Strafford Legal Teleconferences, and the Institute of Professionals in Taxation. David is a regular contributor to the Journal of Multistate Taxation, Tax Analyst’s State Tax Notes, and BNA’s Multistate Tax Report. He is a member of the New Jersey Chamber of Commerce’s Taxation Committee and a member of the Pennsylvania and New Jersey Bars. David graduated from Franklin and Marshall College (B.A., 1995) and Temple University School of Law (J.D., cum laude, 2000).

Jennifer Lota

Jennifer Lota, Esq.

Cole Schotz P.C.

Jennifer is a member in the firm’s Tax, Trusts & Estates Department and focuses her practice in the areas of tax and estate planning. Before joining Cole Schotz, she practiced at a boutique estate planning law firm, where she utilized sophisticated estate planning techniques to assist clients in preserving assets for future generations while minimizing taxes. Most recently, she was named as a “Rising Star” by New Jersey Super Lawyers in 2018, 2020 & 2023.

Eugene Ruvere

Eugene Ruvere

Partner

Citrin Cooperman

Eugene Ruvere is a partner in Citrin Cooperman’s White Plains office. Eugene’s central area of expertise is state and local tax. He has provided state income tax review services to both publicly and privately held companies to ascertain savings opportunities and exposures, as well as addressing client issues, from common to obscure, in regards to varied aspects of state and local tax, including income and franchise, sales and use, employment, and property taxes.

He has previously held several important positions within the accounting industry, including serving as tax manager for both KPMG and Polo Ralph Lauren. Before joining the firm, Eugene held the role of senior controller, sales and property tax, at GE Capital.

Marita Sciarrotta

Marita R. Sciarrotta

Director

State of New Jersey - Division of Taxation

Marita was appointed the acting director of the New Jersey Division of Taxation, effective Sept. 25, 2023. She had been a deputy director since 2017 and started at the Treasury Department in 1987 as a technical assistant. She steps into her new role as the tax division takes on lawmakers’ overhaul of New Jersey’s corporate tax system and creation of StayNJ, a property tax relief program for senior citizens. Her goals include improving the customer experience, facilitating tax education with the public and engaging with employees.

Matthew Setzer

Matthew Setzer, J.D.

Reed Smith LLP

Matt is an associate in Reed Smith’s State Tax Group. He currently focuses his practice on Pennsylvania and New Jersey corporate and sales and use tax appeals. Matt Regularly writes and speaks on emerging topics concerning New Jersey’s corporation business tax. As a result, Matt is a contributor to state tax publications, including Tax Analyst’s State Tax Notes.

Geoffrey Weinstein

Geoffrey Weinstein, J.D., LL.M.

Special Counsel

Cole Schotz P.C.

Geoffrey Weinstein, special counsel in the Tax, Trusts & Estates Department, counsels those with business and personal interests in the greater New York City metropolitan area and South Florida. He is known as a creative advisor and problem-solver who assists in developing tax planning strategies that preserve wealth and a dedicated advocate who resolves tax controversies. Geoff advises on estate planning that involves wills, trusts, powers of attorney and healthcare directives. Following a death, he advises on estate administration and probate litigation. For businesses and individuals, he advises on taxation of executive compensation, including stock option incentives and nonqualified deferred compensation arrangements. He also reviews executive employment and severance agreements for Section 409A compliance. When tax controversies arise, Geoff represents taxpayers before federal, state and local tax authorities at all stages of the administrative process, from audit through administrative appeal. He has discretely handled numerous high-net worth residency cases in New Jersey and New York, consistently netting favorable results through confidential closing agreements that avoid the publicity of litigation. In addition, Geoff works closely with other members of the Cole Schotz team to resolve sales and use and corporate business tax audits with state tax authorities. In cases where taxpayers neglected to file tax or information returns, or have compliance issues involving offshore bank accounts and other assets, Geoff has achieved positive results through participation in federal and state voluntary disclosure programs and procedures. Geoff also represents taxpayers in sensitive “egg shell” tax audits that include exposure to possible criminal charges and/or civil fraud penalties. He has represented U.S. and non-U.S. resident taxpayers from around the world, including Europe, the Middle East, Asia, and India. For those matters that require litigation, Geoff has prosecuted many cases to successful conclusion. Geoff is a frequent lecturer on handling tax controversies at the federal and state level and advising on state tax updates. He is licensed to practice law in New Jersey, New York, and Florida, and has specific admittance to the United States Tax Court and the Southern District Court of New York.

PRICING

Multistate Tax Conference Registration

    $259.00 - Member

    $409.00 - Nonmember

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