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FTA 2008 Annual Conference
P.O. Box 15526
Harrisburg, PA 17105-5526

 


Marriott
Click link above or call toll-free,
1-800-228-9290
to book under Federation of Tax Administrators Conference rates

Join us June 8-11 in the City of Brotherly Love to celebrate life, liberty and the pursuit of tax collections!

Photo Courtesy of Commonwealth Media Services

 

 

 

Download the Preliminary Program

Presentation/Papers

Conference Schedule

The meeting begins with registration on Sunday, June 8, and concludes at noon on Wednesday, June 11. General sessions will be held each morning. In-depth sessions on legal and tax policy issues, applying technology to tax administration, tax compliance and management developments are scheduled for Monday and Tuesday afternoons.

The opening reception will be held Sunday evening at the Philadelphia Marriott’s Liberty Ballroom, site of thehistoric Reading Terminal Headhouse, and will feature the Philly Pops Festival Brass.  The President’s Awards luncheon, including presentation of the FTA Leadership and Service Award as well as awards for innovation in technology applications and excellence in tax policy and administration research, will be held Monday.  Tuesday evening will feature a banquet with entertainment from the celebrated Philadelphia Mummers and a visit from a special surprise guest during cocktail hour.

General Sessions

Monday: Noted economist Mark Zandi of Moody’s Economy.com will provide his outlook on the current condition and prospects for the U.S. economy, and Scott Pattison of the National Association of State Budget Officers will address the fiscal condition of the states and the steps they are taking to address growing budget shortfalls. Delegates will also be treated to a debate on current issues in state taxation between the taxpayers’ favorite advocate, Paul Frankel, and the ever-enlightening Professor Richard Pomp.

Tuesday: The second general session will focus on approaches to improving state tax compliance, issues in data and systems security, meeting taxpayer needs, and other current issues and trends in tax administration.

Wednesday. Following the FTA Annual Business Meeting, the closing general session will address current issues in state tax policy, including state initiatives to promote alternative energy sources, federal legislation affecting state taxation and initiatives of the Multistate Tax Commission.

 

2008 FTA Annual Meeting Schedule

Sunday, June 8
8 a.m. Golf Tournament – Golf Course at Glen Mills
Limited to 40 players – Bus leaves hotel at 5:45 a.m.

1:00 p.m. – 7:00 p.m.         Conference Registration

6 p.m. – 8 p.m.                    Opening Reception
Historic Marriott Liberty Ballroom – Featuring the Philly Pops Festival Brass

 

Monday, June 9
7:30 a.m. – 5:00 p.m. Registration

7 a.m. – 8:30 a.m. Commissioners Only Breakfast

7:30 a.m. – 8:30 a.m. Continental Breakfast

8:30 a.m. – Noon GENERAL SESSION
Presiding: Jerry Johnson, Vice Chair, Oklahoma Tax Commission, and President, Federation of Tax Administrators
Welcome to Philadelphia and Pennsylvania

U.S. Economic Outlook: Is the Worst Over Yet?
Mark Zandi, Moody’s Economy.com

State Budgets: What’s Happening Out There?
Scott Pattison, National Association of State Budget Officers

Great Tax Issues: A Debate with the Founding Fathers
Paul Frankel, Morrison & Foerster
Richard Pomp, University of Connecticut School of Law

Awards Presentation

Research Award
Technology Award
Leadership and Service Award

Noon – 1:45 p.m. FTA President’s Luncheon

1:45 p.m. – 5:00 p.m. CONCURRENT SESSIONS

Technology

SDT, SRFMI, and E-SAR - Real Progress on Fed-State Data Electronic Data Exchange

Janet Miner, Governmental Liaison & Disclosure, IRS

FTA-IRS Tactical Advisory Group: Update on Activities
Jerry Coble, State TAG Co-Chair, North Carolina Department of Revenue

IRS Modernized E-File Programs
Electronic Tax Administration, IRS (speaker invited)

Preparing Your Corporate, Partnership, and Individual Income Tax FedState Modernized E-File Programs
Wisconsin Department of Revenue (speaker invited)

Legal and Tax Policy

Recent Developments in State Tax Case Law
Marilyn Wethekam, Horwood, Marcus & Berk
State representative (invited)

U.S. Supreme Court Review
State and business representatives to be invited

Panel: NCCUSL’s Review of UDITPA
Moderator: Shirley Sicilian, Multistate Tax Commission
Richard Pomp, University of Connecticut School of Law
Others to be invited

Compliance

Zappers: Technology-Assisted Tax Fraud
Richard Ainsworth, Boston University School of Law and ADP Taxware

New York’s Approach to Fraudulent Preparers
William Comiskey, New York State Department of Taxation and Finance

Strategic Roadmap for Enforcement – Mapping Objectives and Using Analytics
Robert Coyne, Pennsylvania Department of Revenue

Verifying SSNs on Income Tax Returns, Matching With the IRS
James M. Arnie, Office of the Maryland Comptroller

Solution Series

Presentations on products and services from FTA Marketing Partners. Companies scheduled to present on June 9 are:

1:45p.m. – 2:25 p.m. Oracle
2:35 p.m. – 3:15p.m. Revenue Solutions
3:25 p.m. – 4:10 p.m. FAST Enterprises
4:20 p.m. – 5:00 p.m. Accenture

 

Tuesday, June 10
7:30 a.m. – 5:00 p.m. Registration

7 a.m. – 8:30 a.m. Commissioners Only Breakfast

7:30 a.m. – 8:30 a.m. Continental Breakfast

8:30 a.m. – Noon GENERAL SESSION
Presiding: Linda Tanton, Deputy Comptroller, Office of the Maryland Comptroller, and First Vice President, Federation of Tax Administrators

At the Helm of the Service
Douglas H. Shulman, Commissioner, U.S. Internal Revenue Service (Invited)

Impact of the Economic Downturn on State Tax Agencies
John Vranna, CGI-AMS

Tax Administration, Compliance Management and Analytics
Jeanne Harris, Accenture

How to Survive a Data Loss (And Maybe Even Prevent One)
Cal Mellor, Connecticut Department of Revenue Services

Invitation to FTA 2009: Denver – May 31-June 3, 2009
Representative, Colorado Department of Revenue

Noon – 1:30 p.m. Lunch on your own

1:30 p.m. – 5:00 p.m. CONCURRENT SESSIONS

Technology

2008 FTA Technology Award Winner
To Be Announced

Web-Based Vulnerability and Penetration Testing Services and Best Practices
Tim Blevins, Kansas Department of Revenue

User-Centered Web Applications and Usability Testing
Representative, Washington Department of Revenue

“We Don’t Pave Cow Paths” - Use of Image Capture, Barcoding, and “Virtual Batching” to Improve Return/Remittance Processing and Compliance
Steve Miller, Idaho Tax Commission

Legal

Developments in Sales and Use Tax
Loren Chumley, KPMG
Scott Peterson, Streamlined Sales Tax Governing Board

The Taxation of Nonresidents
State and business representatives to be invited

Panel: Reducing Tensions Between Taxpayers and Tax Agencies
Moderator: Doug Lindholm, Council on State Taxation
Other state and business representatives (invited)

Management

What does ‘Customer Relationship Management’ Mean to the Taxpayer – and the Manager?
Michigan Department of Treasury (speaker invited)
Christopher Morris, West Virginia Tax Commissioner (Invited)

The Art of Listening
Bryant Lomax, Office of the Texas Comptroller of Public Accounts
Idaho State Tax Commission (speaker invited)

Challenges on the Horizon: Aging Workforce and Long-term Budget Deficit
Alan Felton, North Carolina Department of Revenue
Joseph Milack, Accenture

Solution Series

Presentations on products and services from FTA Marketing Partners. Companies scheduled to present on Tuesday are:

1:30p.m. – 2:15 p.m. BearingPoint
2:25 p.m. – 3:10 p.m. Teradata

6 p.m. Reception and Closing Banquet

 

Wednesday, June 11
7:30 a.m. – 8:30 a.m. Continental Breakfast

8:30 a.m. – 9 a.m. FTA Annual Business Meeting

9 a.m. – Noon GENERAL SESSION
Presiding: Jerry Johnson, Vice Chair, Oklahoma Tax Commission, and President, Federation of Tax Administrators

MTC: What Should We Watch For?
Joe B. Huddleston, Multistate Tax Commission

Reducing Your Carbon Footprint: State Tax Incentives for Going Green
Paul Naumoff, Ernst and Young

State Tax Reform: Lessons from the Beehive State
Pam Hendrickson, Utah State Tax Commission
R. Bruce Johnson, Utah State Tax Commission

TBD