Tax Virtual Conference
January 16th, 2025 - January 17th, 2025 @ 8:30am-12:20pm
| Member Price | $359 |
| Non-Member Price | $519 |
| If you are a member, please login to activate member pricing. | |
Credits
8Description
Join us virtually for our annual Tax Conference! We will hear from senior leaders on the latest tax issues right before we start our tax season. This conference is geared towards CPAs and financial advisors who are gearing up for tax season.Objectives
Major Subjects
- Welcome and Opening Remarks
This session is available to registrants only.
- Session 1: Massachusetts Department of Revenue (DOR) Update
Rebecca Forter, Commonwealth of Massachusetts Department of Revenue Geoffrey Snyder, Commissioner, Commonwealth of Massachusetts Department of Revenue Sharen Brown, Commonwealth of Massachusetts Department of RevenueThis session is available to registrants only.
- Session 2: Maine Legislative and Professional Issues Update
Elizabeth Frazier, Pierce Atwood LLP Jonathan Block, Partner, State and Local Tax, Pierce Atwood LLPThis session is available to registrants only.
- Session 3: New Hampshire Legislative Update
Kevin Kennedy Teresa RosenbergerThis session is available to registrants only.
- Session 1: Appellate Tax Board Update
Mark DeFrancisco, Appellate Tax BoardAn update on state tax decisions from the Appellate Tax Board (ATB) and appellate courts. We’ll also cover best practices for appearing before the ATB and procedures for participating in remote hearings.
This session is available to registrants only.
- Session 2: Tech Update for Tax Professionals
Thomas Stephens Jr, K2 EnterprisesStay ahead with essential updates on hardware, software and cybersecurity that are critical for your practice’s efficiency and security. In this session, we’ll cover key hardware advancements and requirements, the latest software updates including new features in Microsoft Office, current cybersecurity threats with practical solutions and emerging technologies shaping the future of accounting. You’ll gain insights into identifying impactful hardware developments for accounting and tax practices, exploring new features in Microsoft Office and other essential applications, and applying effective cybersecurity practices and tools.
This session is available to registrants only.
- Updates in the Foreign Bank and Financial Accounts Report
Rita Ryan, Wolf & Company, P.C.Navigating Foreign Bank and Financial Accounts Report (FBAR) litigation is complex. In this session, we’ll explore the evolving landscape of FBAR litigation, highlighting recent court decisions that have changed the game for taxpayers contesting penalties for failing to report foreign accounts. We’ll also examine key cases that illustrate different strategies for challenging assessed FBAR penalties.
This session is available to registrants only.
- Mass. Audits and Assessments of Use Tax on National Transportation Carriers
Richard Jones, Sullivan & Worcester LLPThis session is available to registrants only.
- Day 1 Closing Remarks
This session is available to registrants only.
Friday, January 17
- Day 2 Welcome
This session is available to registrants only.
- Legislative Update
Join us for a legislative update session, led by the AICPA, to discuss recent federal tax developments and potential changes from the latest election outcomes. This session will cover key updates affecting tax policy and compliance, preparing you for what’s next in the tax landscape.
This session is available to registrants only.
- Session 1: Navigating Competitiveness and Outmigration: Trends and Insights from the Massachusetts Taxpayers Foundation
Doug HowgateIn this session, we’ll explore the key issues shaping the business landscape in Massachusetts challenges related to competitiveness, outmigration and the latest trends observed by MTF You’ll gain valuable insights into how these factors influence the state’s economic future and the potential policy directions that may emerge in response. The session will conclude with a Q&A, offering an opportunity for interactive discussion on this pressing topic.
This session is available to registrants only.
- Session 2: Artificial Intelligence In Your Tax Practice
Thomas Stephens Jr, K2 EnterprisesArtificial Intelligence (AI) seems to be everywhere – and for good reason! Today’s AI tools can help busy professionals work smarter, more efficiently, more effectively and more accurately. Yet many professionals don’t know how to incorporate AI into their tax practices. In this session, you’ll discover the importance of AI in your tax practice, including why AI is important, the benefits of using this amazing technology and how it can help you can jump-start tax practice productivity.
This session is available to registrants only.
- Tax Updates: Massachusetts, Maine and New Hampshire
Leanne Scott, Baker Newman NoyesHear an overview of recent tax developments in Massachusetts, Maine and New Hampshire impacting both business and individual taxpayers. We’ll also review recent public written statements from the Massachusetts Department of Revenue (DOR), Maine Revenue Services and the New Hampshire Department of Revenue Administration, as well as significant cases impacting taxpayers in these states.
This session is available to registrants only.