Advanced Tax Institute- Day 4- State & Local Tax Issues


All materials for this event will be offered electronically only. Registrants will receive instructions to access the materials prior to the conference.


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.


8 – 8:30am – Registration and continental breakfast


Topics and speakers for the day

8:30 – 10am – Maryland Tax Update – Speaker (s):  Ms. Sharonne Bonardi, Esq., Mr. Wallace A Eddleman, Esq., CPA, and invited guests from the Comptroller of Maryland’s office

Top Maryland Comptroller officials discuss tax compliance changes impacting the upcoming 2017 tax return filing season, and how the Maryland Comptroller’s Office is addressing those changes. Hear from people who can help solve your clients Maryland tax problems.

10:15 – 11:15am – Maryland Court Case Update – Speaker (s):  Mr. Brian Oliner, Esq., Comptroller of Maryland

Hear the latest Maryland tax litigation information and Maryland’s perspective on State and Local Tax (“SALT”) issues from Brian Oliner-Principal counsel to the Maryland Comptroller. Learn how Maryland addresses tax and reporting issues in the internet age.

11:15am – 12:30pm – National Developments – Speaker (s):  Mrs. Karen Syrylo, CPA, and Mr. Jeff Friedman, Esq., Evershed Sutherland (US) LLP

Learn about the latest new State and Local Tax (“SALT”) developments impact the private business community from Karen Syrylo and Jeff Friedman. Hear the latest information on the steps states take in a technology driven society increasingly dependents on social media.

1:30 – 2:15pm – Mid-Atlantic State Update (DC, PA, VA and DE)

Currently, many Maryland businesses operate in or are expanding their operations to nearby states. Learn from “local tax” experts working in the District of Columbia, Delaware, Pennsylvania and Virginia of current developments and available opportunities.

(DC) Speaker (s):  Mr. Keith J. Richardson, Office of Tax and Revenue and Ms. Elissa Borges, Esq., District of Columbia

(PA) Speaker (s):  Ms. Sharon Paxton, Esq., McNees Wallace & Nurick LLC

(VA) Speaker (s):  Mr. Tim Winks, PWC LLP

(DE) Speaker (s):  Ms. Kaitlin A. McKenzie-Fiumara, Esq., Counsel Wilmington

Delaware Unclaimed Property and State Tax Update

This session will cover recent legislative, regulatory, and policy changes with respect to unclaimed property and state taxes. As the state of incorporation of many of the US’s largest companies Delaware is at the forefront of unclaimed property. Participants will learn about Delaware’s recent efforts to evolve in this role.

2:15 – 3:15pm – Abandoned and Unclaimed Property Update – Speaker (s):  Ms. Julia Cobis, Altus Group and Mr. Andrew “Jay” Maschas, Esq., Comptroller of Maryland

Learn about current developments and compliance requirements concerning abandoned property.

3:30 – 4:45pm – Maryland Incentives – Speaker (s):  Mr. Mark Vulcan, Esq., CPA, Maryland Dept. of Commerce, Office of Finance Programs

Be a hero to your clients! Hear about the tax credits available to Maryland businesses and the logistics to obtain the available tax credits from Mark Vulcan- Program Manager of the Tax Programs for the Maryland Department of Commerce.


Learning Objectives
  1. State & Local Tax Issues
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 Baltimore, MD 21244-2608

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Nov 16, 2017
8:30 am - 4:45 pm
Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608


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Advanced Tax Institute- Day 4- State & Local Tax Issues

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