Designed for CPAs with an interest in business law, ATI is four days of programming covering the new tax laws, rules and regulations, with each day having a specific focus – including the latest business and estate planning issues. Multi-day discounts are available. See agenda below:

Day 4 – State and Local Tax Update – Continuous change is the best way to describe the State and Local Tax landscape for practitioners and taxpayers from all perspectives – including updated state and local law, court cases, administration as well as compliance and technology. Day 4 of the Advanced Tax Institute will work to provide updates in all of these areas highlighting the most significant items that taxpayers and practitioners should focus on for their practices and companies, respectively.

Maryland Association of CPAs
Course Level
Professional Area of Focus
Personal Financial Planning
CPE Field of Study
Who Should Attend

CPAs in practice and industry and Attorneys

Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
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Nov 14, 2019
8:30 am - 4:40 pm EST
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
Total CPE Credits


Day 1

8:00 am
Registration & Continental Breakfast
8:30 am
Comptroller of Maryland - State Tax Update

Speakers: Sharonne Bonardi, Debra Gorman, Sarah Dufresne & Daniel Riley

Comptroller of Maryland Representatives will provide an update on what is new in Maryland including how taxpayers should work to address the continuing state considerations of Federal Tax Reform and important state tax cases. Session will also address how the Comptroller’s office is continuing to analyze the related Maryland tax impact. These top Comptroller of Maryland representatives will provide guidance on other new Maryland tax issues including discussion on Maryland tax compliance changes impacting the upcoming 2019 tax return filing season as well as Comptroller’s Office initiatives.

9:50 am
Maryland Court Case Update

Speaker: Brian Oliner

Hear the latest Maryland tax case law updates including Maryland’s perspective on the related state tax issues from Brian Oliner-Principal counsel to the Comptroller pf Maryland. Learn how Maryland will expect to address related tax issues in light of the cases discussed as well as potential Maryland tax trends to expect to see in the future.

10:30 am
Networking Break
10:45 am
Maryland Taxes - Special Topics Session

Speakers: Karen Syrylo, Seth Kossman and Jay Maschas

From Maryland Tax Practitioner’s perspective, learn about new Comptroller of Maryland initiatives and related Maryland tax interest areas for Maryland Taxpayers, such as Voluntary Disclosure Agreements, Offers in Compromise Programs, Private Letter Ruling Process initiatives and income tax credit reporting requirements among other topics of interest.

11:15 am
Wayfair / Marketplace Facilitators Update

Speaker: Ed Ben & Jay Maschas

Life after the Wayfair decision: How do sellers and marketplace facilitators comply with indirect taxes and the related collection requirements /compliance? Hear about the continuing related state tax developments in this area that impact all types of taxpayers.

12:00 pm
1:00 pm
State and Local Tax Developments - A National Perspective

Speakers: Diann Smith & Lila Disque

In the continuing aftermath of Federal Tax Reform and the Wayfair decision, how are the states reacting to the impactful state tax developments? What trends should Taxpayers expect to see going forward? Hear about other state tax trends that are developing for businesses to be on the lookout for across the United States. Learn about the latest State and Local Tax developments from a national tax trends including related impact to the business community from renowned state tax experts, Diann Smith and Lila Disque.

2:00 pm
Mid-Atlantic State Tax Update - DC, DE, PA, and VA

Speakers: Elissa Borges, Kaitlin McKenzie, Sharon Paxton and Tim Winks

Neighboring state tax experts will share the latest tax updates for Delaware, the District of Columbia, Pennsylvania and Virginia including current developments and available opportunities. Speakers will also provides insights on how these states are continuing to address the aftermath of Federal Tax Reform almost two years from being passed and also addressing continuing developments as a result of recent state tax court cases that have impacted all types of taxpayers across the United States.

3:30 pm
Networking Break
3:45 pm
The Power of Technology - Data Analytics for State and Local Tax

Speakers: Renee Padousis, Adam Primmer, and Megan Rosh

Automation and Digital Workflow in a Tax Practice: Time for all staff levels to embrace new technology – Learn how various new technology platforms help make tax technical data analysis and complex tax computations much more efficient and streamlined. Session will provide a high level overview of how to take hours out of many traditionally time intensive tax tasks along with examples of resulting dynamic visualizations.

4:45 pm
Day 4 Concludes


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