Don’t forget!: Volume discounts for the Advanced Tax Institute Conference Series are available at the Conference Landing Page

“The times they are a-changing” Day four of the 2018 Institute will consist of discussions regarding the significant changes in State and Local Tax, now and in the future.
• The big item this year is the impact on the states from Federal Tax reform. We will have speakers from the Maryland Comptroller’s office, the Maryland Bureau of Revenue Estimates and from neighboring states to explain the state impact of Federal Tax reform. The speakers will provide practical suggestions on how to implement these changes in your practice.
• The other major SALT issue this year is the Wayfair case and the Supreme Court’s decision on requiring businesses to collect sales tax from customers in states where the business does not have physical presence. Every business selling their products and services across state borders will need to consider how to handle the new requirements. Our speakers will offer suggestions of what to tell your clients about this new tax collection burden.
• Once again this year, we will enjoy the return of the National Developments session featuring Karen Syrylo and Jeff Friedman. Lively discussion and great information.

Maryland Association of CPAs
Course Level
Professional Area of Focus
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 15, 2018
8:30 am - 4:45 pm EDT
Martin’s West
6817 Dogwood Rd
Woodlawn, MD 21244 US
Total CPE Credits


Day 1

8:00 am
Registration and Continental Breakfast
8:30 am
Maryland Tax Update

Speakers: Deputy Comptroller Sharonne Bonardi, Wayne Green, Daniel Riley, and Sarah Dufresne,  Comptroller’s Office of Maryland

Deputy Comptroller Sharonne Bonardi and directors from the Revenue Administration and Compliance divisions of the Maryland Comptroller’s Office will provide an update on what is new in Maryland, particularly in light of Federal Tax Reform, TCJA, and the Supreme Court’s Wayfair decision, including how the Comptroller’s office is addressing the related Maryland tax impact. These senior members of the Maryland Comptroller’s office will also provide guidance on tax fraud and other Maryland tax issues including discussion on Maryland tax compliance changes impacting the upcoming 2018 tax return filing season.

10:00 am
Networking Break
10:15 am
Maryland Court Case Update

Speaker: Brian Oliner, Comptroller’s Office of Maryland

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 Maryland Comptroller. 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.

11:15 am
Maryland Tax Reform Discussion and Analysis

Speakers: Jeff Lawson, Stoy Malone & Co, and Andrew Schaufle, The Comptroller’s Office of Maryland

Insider’s View of Federal Tax Reform Impact to Maryland – Learn the process from Andrew Schaufele, Comptroller’s Bureau of Revenue Estimates Director, on how the Comptroller’s office coordinated the analysis for the 60 Day Report on the estimated impact on Maryland as a result of the passage and subsequent enactment of Federal Tax Reform, TCJA. Practitioner Jeff Lawson will help facilitate this discussion which should prove enlightening for tax professionals to fully understand the behind the scenes analysis.

12:30 pm
1:30 pm
Mid-Atlantic State Update: DC, DE, PA and VA

Speaker: Elissa Borges, DC Office of Chief Financial Officer, Sharon Paxton – McNees Wallace & Nurick LLC, Peter Elek  – RSM, Kaitlin McKenzie-Fiumara – Drinker Biddle

Learn from neighboring state tax experts 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 addressing Federal Tax Reform and TCJA changes as well as input on the Wayfair decision.

3:00 pm
Networking Break
3:15 pm
National Developments

Speakers: Karen Syrylo – CPA Solo Practitioner, Jeff Friedman – Eversheds Sutherland

How are the states addressing Federal Tax Reform issues currently and expected to handle in the future? Also how are states reacting to the Wayfair decision from a sales/use tax and an income tax perspective? What other state tax trends are developing for businesses to be on the lookout for across the United States? Learn about these latest State and Local Tax developments and national tax trends including related impact to the business community from Karen Syrylo and Jeff Friedman.

4:00 pm
Wayfair Case Discussion, Presentation

Diann Smith – McDermott Will & Emery; Ed Ben – Altus Group State & Local Tax and Advisory

On June 21, 2018 in the highly anticipated case of South Dakota v. Wayfair, Inc. Et. Al. No. 17-494, the Supreme Court ruled, in a 5 to 4 opinion, to overturn the 26-year-old physical presence standard established in Quill v. North Dakota. Specifically, the Supreme Court ruled that physical presence is no longer required for the imposition of a state’s sales and use tax collect and remit requirements. This decision will have far-ranging state tax and accounting implications involving both sales and use tax, as well as income/franchise taxes.

Diann Smith, Partner at McDermott Will & Emery, and Ed Ben, Senior Director at Altus Group, will discuss and provide informative insights related to this historical case in which overturned the Quill physical presence standard for substantial nexus under the Commerce Clause. As a result of this case, many states have begun releasing remote-seller sales tax collection guidance. This session will discuss the case, related sales and use tax implications for clients’ compliance and planning, as well as give some insights on the resulting ever changing state tax landscape and the potential state income tax implications. This decision will have far-ranging state tax and accounting implications involving both sales and use tax, as well as income/franchise taxes.


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