Conference Program

Note: Agenda subject to change. All updates will be posted to this website, check back frequently. (updated September 7, 2007)

Saturday, September 15
 
1:00 p.m. - 5:00 p.m. Research Roundtable (Sessions)
   (government-executive agencies only)
 
Sunday, September 16
 
7:30 a.m.

9:00 a.m. - 12:00 noon 		Continential Breakfast

Research Roundtable (Sessions)
   (government-executive agencies only)
6:30 p.m. - 8:30 p.m. Opening Reception (Roosevelt Room)
 
Monday, September 17
 
8:30 a.m. - 12:00 noon General Session (Presidential Ballroom)
  
  Presiding: Reid Linn, Research Section Chair and Tennessee Dept. of Revenue

Welcome to North Carolina
  Reginald S. Hinton, Secretary of North Carolina Dept. of Revenue

General Economic Outlook
  Nigel Gault, Global Insight

Regional Economic Outlook
  Mark Mullen, Moody's Economy.com

Compliance Research & Tax Gap Estimates
   Kim Bloomquist, IRS Research

Issues in State Tax Policy
   Kim Ruebin,Urban Institute
12:00 noon - 1:45 p.m. Lunch (Roosevelt Room)
  Speaker: LeAnn Luna, University of Tennessee
  
1:45 p.m. - 3:30 p.m. Concurrent Sessions
  
  Session I - Sectorial Economic Outlook (Washington Room)
moderator: TBD

  Housing - Paul Bishop, National Association of Realtors
  Automotive - Kim Hill, Center for Automotive Research
  Retail - Nigel Gault, Global Insight
  
  Session II - Managing a Research Section/Tax Compliance (Jefferson Room)
moderator, Don Gutmann

  Performance Mangement
    Don Gutmann, Washington Dept. of Revenue

  Enhancing Compliance with Predictive Analytics
    Reid Linn, Tennessee Dept. of Revenue

  Cigarette Tax Evasion Revenue Estimates
    Joe Fitz, California State Board of Equalization
  
3:45 p.m. - 5: 30 p.m. Regional Breakout Sessions

 Northeastern Region - (Lincoln Room)
 Southeastern Region - (Washington Room)
 Midwestern Region - (Jefferson Room)
 Western Region - (Roosevelt Room)
 
 

Tuesday, September 18
 
8:30 a.m. - 10:15 a.m. Concurrent Sessions
  
  Session I - Issues in Revenue Forecasting (Washington Room)
moderator, David Dearmont

 Individual Income Tax Nonwithholding in Virginia: Data
Analysis and Revenue Forecasting
    John Layman, Virginia Dept. of Taxation

 Alaska's Non-Petroleum Corporate Income Tax: Trends in
 Collections and Forecasting Methodology
    Dan Stickel, Alaska Dept. of Revenue

 Drawing Inferences from Eary Tax Returns; Potential Gains in
 Forecasting Accuracy Due to Technological Innovations
    Michael Kennedy and Damon Bell, Oregon Office of Economic
    Analysis

 Forecast Accuracy by Tax Categories: When Do Perceptual
 Forecasts Increase Accuracy?
    David Dearmont, Nebraska Dept. of Revenue
  
  Session II - Issues in Property Taxation - Developing Estimating Methodology (Lincoln Room)
moderator, Michael Sobul



  Ohio's Data Development & Property Tax Model
    Michael Sobul, Ohio Dept. of Taxation

  Minnesota's Modelling of Circuit Breaker Expansions
    Rod Hoheisel, Minnesota Dept. of Revenue

  Measuring and Analyzing Residential Effective Tax Rates in New   York City's Real Property Tax
    Karen Schlain, New York City Dept. of Finance

  Open discussion of data gathering and modeling techniques
10:30 a.m. - 12:15 p.m. Concurrent Sessions
  
  Session I - Estimating the Revenue Impact of New Taxes (Washington Room)
moderator, Ranjana Madhusudan

  Estimating Revenue and Implementing Issues for a New Sales Tax
    Edwin Rios Rivera & Nelson Lopez Pacheco, Puerto Rico Dept.     of Treasury

  The New Michigan Business Tax: A Summary and Revenue Estimating Issues
    Howard Heideman, Michigan Dept. of Treasury
  Session II - Issues in Property Taxation - Property Tax Relief Analyses (Lincoln Room)
moderator, Michael Sobul

  D.C.'s Property Assessment Limitations
    Daniel Muhammad, District of Columbia Office of Tax Analysis

  Shifting Property Taxes: A Case Study of Minnesota's Limited
  Market Value
   Paul Wilson, Minnesota Dept. of Revenue

  Shifting Burden from Property Tax to Income Tax in NY
    David Boughtwood, New York State Dept. of Taxation & Finance
 
12:15 p.m. - 1:45 p.m. Lunch (on your own)
  
1:45 p.m. - 3:15 p.m. Concurrent Sessions
  
  Session I - The Games Coporations Play (Washington Room)
moderator, Michael Lipsman

 Panel: Ronald Ginsberg, New York Dept. of Taxation & Finance
             George Phillips , Vermont Dept. of Taxes
             Michael Allen, Maine Revenue Services
             Michael Lipsman, Iowa Dept. of Revenue
 
  Session II - Issues in Database Development (Lincoln Room)
moderator, Karen Schlain

 Using GIS for Tax Research: Some Lessons Learned and an
 Application
    Kelly Dinkins & Dennis Cox, DC Office of Revenue Analysis

 An Application for Creating a Verified Corporate File Using SAS    and MS Access
     Patrice Cohen, New York Dept. of Taxation & Finance

 This Old Model: Updating and Improving Older Tax Models
    Amy Gill, Pennsylvania Dept. of Revenue

 Giving Your Customers the Ability to Pull Their Own Data
    Donald Gutmann, Washington Dept. of Revenue
 
6:30 p.m. - 8:30 p.m. Banquet
    Porter's Restaurant
   
 

Wednesday, September 19
 
9:00 a.m. - 12:00 noon General Session (Presidential Ballroom)
  
  Presiding: Reid Linn, Research Section Chair and Tennessee Dept. of Revenue

Update on IRS-SOI’s Data Services and Strategic Plan
  Thomas Petska, IRS

Helping Families Through the Tax Code
  Amy Harris & Angela Gullickson, Iowa Dept. of Revenue

The Massachusetts Health Insurance Program
  Howard Merkowitz, Masschusetts Dept. of Revenue

Update on Research Roundtable Activities