FTA08 Logo

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

 

 

 

2008 FTA Annual Meeting Presentations/Papers

Monday, June 9

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

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

Noon – 1:45 p.m. FTA President’s Luncheon
     Keynote speaker: Douglas Shulman
     Commissioner, Internal Revenue Service

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
Judy Krebs and Dan Porter, Internal Revenue Service

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

IRS Modernized E-File Programs
Paul Mamo, Internal Revenue Service, Electronic Tax Administration

Preparing Your Corporate, Partnership, and Individual Income Tax FedState Modernized E-File Programs
Cindy Lillge, Wisconsin Dept. of Revenue

Legal and Tax Policy

Recent Developments in State Tax Case Law
Marilyn Wethekam, Horwood, Marcus & Berk
Joseph Garrett, Alabama Dept. of Revenue

U.S. Supreme Court Review
Diann Smith, Sutherland Asbill & Brennan
Brian Fliflet, Illinois Dept. of Revenue

Panel: NCCUSL’s Review of UDITPA
Moderator: Shirley Sicilian, Multistate Tax Commission
Richard Pomp, University of Connecticut School of Law
John Warren, Loeb & Loeb
Marilyn Wethekam, Horwood, Marcus & Berk

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

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

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

Knowing Beats Guessing: Using Analytics to Improve Service and Efficiency
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
Roxy Huber, 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 - User-Centered Web Applications and Usability Testing
Jenny Smith, Washington Dept. of Revenue

Implementing Our Data Warehouse Roadmap:  It's More Than Technology
Greg Tschida, Minnesota Dept. of Revenue

Web-Based Vulnerability and Penetration Testing Services and Best Practices
Tim Blevins, Kansas 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 and Justine Weaver , Idaho Tax Commission

Legal

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

Issues Presented by the Taxation of Nonresidents
Robert Megna, New York Dept. of Taxation and Finance
Doug Lindholm, Council on State Taxation

Panel: Reducing Tensions Between Taxpayers and Tax Agencies
Moderator: Doug Lindholm, Council on State Taxation
John Pydyszewski, Johnson & Johnson
Frank Yanover, General Electric
Tom Wolf, Pennsylvania Dept. of Revenue
Stephen Cordi, District of Columbia Office of Tax and Revenue
Robert Megna, New York Dept. of Taxation and Finance

Management

What does ‘Customer Relationship Management’ Mean to the Taxpayer – and the Manager?
Rochelle Stewart, Montana Dept. of Revenue
Christopher Morris, West Virginia State Tax Department

The Art of Listening
Bryant Lomax, Office of the Texas Comptroller of Public Accounts
Dan John, Idaho State Tax Commission

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

Overview of Aging Workforce Issues - Joe Milack, Accenture
Aging Workforce Survey Results - Alan Felton, North Carolina Dept. of Revenue
Recruitment and Retention of Auditors - Ed Ainsworth, Texas Comptroller's Office
ReadyReturn: Minimize Your Processing Personnel Needs – Cathy Cleek, California Franchise Tax Board
Teleworking - Linda Foster, Virginia Dept. of Taxation
The Role of Leadership - Alan Felton, North Carolina Dept. of Revenue

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

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

Resolutions Approved in 2008

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