IPT/NTA Joint Sales Tax Seminar

INSTITUTE FOR PROFESSIONALS IN TAXATION
NATIONAL TAX ASSOCIATION

January 24-25, 2000
Hyatt Sarasota - Sarasota, Florida

 

Program

SUNDAY, JANUARY 23, 2000

1:00 P.M. - 6:00 P.M. Registration

6:00 P.M. - 7:00 P.M Reception

MONDAY, JANUARY 24, 2000

8:00 a.m. - 9:00 a.m.

Welcome and Introduction

David N. Finnman, CMI, IPT President
Manager, Property Taxes
Global Crossing
Rochester, New York

Robert D. Ebel, Executive Director
National Tax Association
District of Columbia

Seminar Overview

John Mikesell
Indiana University

Bloomington, Indiana

9:00 a.m. - 12:00 Noon

Distant Sales Tax Transactions via Electronic Commerce: Identification of the Issues

Presenter:

Gary C. Cornia
Marriott School of Management
Bringham Young University
Provo, Utah

Fiscal Significance of the Issues

Presenters:

Robert Cline
National Director State & Local Tax Policy Economics
Ernst & Young LLP
Washington, DC

William F. Fox
University of Tennessee
Knoxville, Tennessee

Thomas S. Neubig
National Director Policy Economics Quantitative Analysis
Ernst & Young LLP
Washington, DC


A Single Tax Rate: The Gordian Knot of Simplicity?

Presenters:

Kelly Edmiston
Georgia State University
Atlanta, Georgia

David L. Sjoquist
Georgia State University
Atlanta, Georgia

Commentators:

James R. Eads, Jr., Esq.
SALT Partner
Ernst & Young, LLP
Atlanta, Georgia

Eric Johnson
Finance Director
Hillsborough County, Florida


Perspective and Discussion

Matthew Kishber - Co-Chair, E-Commerce Committee, NCSL
Chair, House Finance Committee
Tennessee House of Representatives
Nashville, Tennessee

Joe Brooks
Member, City Council
Richmond, Virginia

Terrell E. Schroeder
Senior Vice President
Marvin Poer & Co.
Atlanta, Georgia

12 Noon - 1:00 p.m Luncheon Address

Jim Senn
Professor of Strategy & Information Technology
Georgia State University
Atlanta, Georgia

1:00 p.m. - 2:30 p.m.

Financial Services

Presenter:

Thomas S. Neubig
National Director Policy Economics Quantitative Analysis
Ernst & Young LLP
Washington, DC

Response:

David Wentworth
Chief Economist
The American Council of Life Insurance
Washington, DC

Charles Wooding (Invited)
Vice President, Corporate Tax Manager
BancOne
Chicago, Illinois

Ranjana Madhusudhan
Office of Revenue & Economic Analysis
New Jersey Department of Treasury

2:30 p.m. - 4:00 p.m.

Telecommunications

Presenter:

Kurt Zorn
Indiana University
Bloomington, Indiana

Response:

Robert S. Goldman, Esq., CMI
Partner
Vickers Madsen and Goldman, LLP
Tallahassee, Florida

4:00 p.m. - 5:30 p.m

Taxation of Transactions Under Electric Deregulation

Presenter:

Bruce Seaman
Department of Economics
Georgia State University
Atlanta, Georgia

Response:

Donald Boehn
Manager of Liabilities
Basin Electric Power
Bismarck, North Dakota

Robin Capehart
Secretary of Tax and Revenue
West Virginia, and
President
Southeastern Association of Tax Administrators

TUESDAY, JANUARY 25, 2000

8:30 a.m. - 10:00 a.m.

Achieving Compliance from Multistate Taxpayers through Regional Information Exchange and Referral Processes by State Tax Departments

Moderator:

Harley T. Duncan
Executive Director
Federation of Tax Administrators
Washington, DC

Panelists:

Elizabeth Carpentier
Director
South Carolina Department of Revenue
Colombia, South Carolina

John J. Chavez
secretary
New Mexico Taxation and Revenue Department
Santa Fe, New Mexico

Mary Jane Egr
Commissioner
Nebraska Department of Revenue
Lincoln, Nebraska

Gene Gavin
Commissioner
Connecticut Department of Revenue Services
Hartford, Connecticut


10:30 a.m. - 12:00 Noon

Achieving Sales Tax Simplification in the Present Millennium: States' Actions and Future Prospects

Moderator:

Gerald D. Bair
Director
Iowa Department of Revenue
Des Moines, Iowa

Panelists (Showing Representation):

Wayne Eggert, CMI (Multi-State Tax Commission)
Assistant Tax Director,
Luncent Technologies, Inc.
Morristown, New Jersey

Diane Hardt (Upper Midwest Region)
Administrator
Wisconsin Department of Revenue
Madison, Wisconsin


R.. Bruce Johnson (Northwest Region)
Commissioner
Utah State Tax Commission
Salt Lake City, Utah

Muriel Offerman (North Carolina Efforts & Accomplishments)
Secretary
North Carolina Department of Revenue
Ralelgh, North Carolina

Robert K. Thompson (Northeast Region)
Director
New Jersey Department of Treasury
Trenton, New Jersey


12 Noon - 1:00 p.m.


Lunch

1:00 p.m. - 2:30 p.m.

Managed Compliance and Audit Programs: Perspectives from Government Tax Administrators, Taxpayers and Tax Practitioners

Moderator:

Gene Gavin
Commissioner
Department of Revenue Services
Hartford, Connecticut

Panelists:

Kevin Berry
Manager - Sales, Use & Excise Taxes
General Electric Company
Fort Myers, Florida

Bernard E. Johnson
Managing Director
PricewaterhouseCoopers LLP
Columbus, Ohio

Jeremiah Lynch
Partner
Ernst & Young LLP
New York, New York

William D. Marshall
Administrator, Sales and Use Tax Division
Ohio Department of Taxation
Columbus, Ohio

3:00 p.m. - 4:30 p.m.

Seminar Wrap Up

Charles E. McLure, Jr.
Hoover Institution, Stanford University
Palo Alto, California

4:30 p.m

Formal Conclusion of Seminar

 

 

IPT Program Co-Chair:

Dale H. Durley, CMI
President
American Tax Associates, Inc.
Columbus, Ohio

NTA Program Co-Chair:

Ranjana Madhusudhan
Senior Economist
New Jersey Treasury Department
Trenton, New Jersey

 

Institute for Professionals in Taxation
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Atlanta GA 30326
TEL 404/240-2300
FAX 404/240-2315
ipt@ipt.org

National Tax Association
725 15th Street NW Suite 600
Washington DC 20005-2109
TEL 202/737-3325 
FAX 202/737-7308
natltax@aol.com
http://www.ntanet.org

 

 

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