Presentations
and Papers
2003 FTA Revenue Estimating Conference
September 21-24, 2003
General Session 8:30 to 12:00 noon (Riverside
III)
Welcome
Cynthia Bridges, Secretary of the Louisiana Dept.
of Revenue
Dynamic Scoring and
the Federal Budget
Douglas Holtz-Eakin, Congressional Budget Office
Recent
Issues in Corporate Income Taxes:
Depreciation, Stock Options and Effective Tax Rates
Matthew Knittel, U.S. Treasury, Office of Tax Analysis
Break 10:15 a.m. to 10:30 a.m.
Macroeconomic Forecast
Cynthia Latta, Global Insight
Regional Economic
Forecast
Charles deSeve, American Economics Group
Lunch 12:00 to 2:00 p.m. (on your own)
Breakout sessions 2:00 to 3:30
Session I: Outlook for Selected Economic Sectors
(Dauphine I & II)
Moderator: Michael Allen
The
Outlook for Construction & Housing: Big Buildup or In
the Hole?
Kenneth
Simonson, Associated Gerneral Contractors of America
Outlook for the
Retail Sector
Cynthia Latta, Global Insight
Session
II: Managing a Research Section (Fulton)
Moderator: Dick Gebhart
Tax
Compliance Research Opportunities In a Lean Budgetary Environment
Dick Gebhart, Minnesota Dept. of Revenue
Performance
Based Compensation In Minnesota
Tom Stinson, Minnesota Dept. of Finance
Oregon’s
Council of Revenue Forecast Advisors: The costs & Benefits
of Forming a Review Committee
Tom Potiowsky, Oregon Office of Economic Analysis
Managing the Fiscal
Note Process and Staying Employed
Mary Welsh, Washington Dept. of Revenue
Break
Regional Breakout Sessions 3:45 to 5:30
Northeast
- (Dauphine I & II)
Southeast - (Fulton)
Midwest
- (Antonine)
West
- (Riverside III)
Concurrent Breakout Sessions 8:30 a.m. – 10:00 a.m.
Session III: Corporate Tax Issues/Delaware Holding
Companies (Dauphine I & II)
Moderator: Michael Allen
Corporate
Income Tax In Maryland -- What Next?
David Roose, Maryland Comptroller of the Treasury
Corporate Business
Tax Reform in New Jersey: One Year & Counting
Richard Kaluzny, New Jersey Dept. of Treasury
The
Effects of Pass-through Entities on Tax Collections
Benjamin Uy, BearingPoint
Session IV: State Tax Reform (Fulton)
Moderator: Tom Clifford
Ohio
State & Local Tax Study
Mke Sobul, Ohio Dept. of Taxation
Washington State
Tax Study Committee
Lorrie Brown, Washington Dept. of Revenue
What
Needs Reforming?
Robert
Cline, Ernst and Young, LLP
New
Mexico State Tax Study
Tom
Clifford, New Mexico Taxation & Revenue Department
Break 10:00 a.m. – 10:15 a.m.
Concurrent Breakout Sessions 10:15 a.m. – 12:00 a.m.
Session V: Forecasting on a Shoe String: Methodological Approaches
for Small States (and What Can Be Learned from Large
States) (Dauphine I & II)
Moderator:Joe LaFace
Issues in forecasting
the Sales and use Tax: Wealth Variables and Beharioral Responses
Michael Sobul, Ohio Dept. of Taxation
Forecasting Oregon Personal Income Tax Revenues: The
Elusive Tax Base
Michael Kennedy, Oregon Office of Economic Analysis
Complementary Revenue Estimating Techniques to Regression
Analysis
Joe LaFace, Arkansas Dept. of Finance & Administration
Favorite Tips, Tricks, and Insights on Revenue Forecasting
Discussion from Participants
Session
VI: Tax Expenditure Budgets – Moderator: John
Scott (Antonine)
TBD
Session VII: Data Base Development (Fulton)
Moderator: Eng Braun
The
Washington State Compliance Study
Mary Welsh, Washington Dept. of Revenue
Developing
NAICS-based Forecasts
Fred Treyz, Regional Economic Models, Inc.
Corporate
Tax Modeling for Combined Reporting
Eng Braun, Wisconsin Dept. of Revenue
Lunch 12:00 noon to 1:30 p.m. (Riverside I
& II)
Gazing into the
Crystal Ball: Key Factors That Will Influence Revenue Forecasts
Speaker: Dr. Loren Scott, Loren Scott Associates
Working
Session 1:30 p.m. – 2:30 p.m.
Break 2:30 p.m. – 2:45 p.m.
Concurent Breakout Sessions 2:45 p.m. – 4:30 p.m.
Session
VIII: Personal Income Taxes (Dauphine
I & II)
Moderator: Karen Schlain
A Review of Arizona’s Credits
Georganna Meyer, Arizona Dept. of Revenue
Income
Tax Forecasting, Who Does What Exogenously?
Tom
Williams, Utah State Tax Commission
Impact
of the Federal Alternative Minimum Tax on New Yorkers
Karen Schlain, New York City Dept. of Finance
Session IX: Cigarette Taxes (Fulton)
Moderator: TBD
Estimating
the Elasticity and Border Effect for the Cigarette Tax
Some
Preliminary Estimates of the Border Price Effect on cigarette
Sales (paper)
David Peterson, Wisconsin Dept. of Revenue
The Minnesota Fee on
Non-Participating Manufactures
Rod Hoheisel, Minnesota Dept. of Revenue
Banquet 6:30 p.m. – 10:30 p.m. (Grand
Ballroom -
Riverside I, II, & III)
with
entertainment
9:00 a.m. – 12:00 a.m. General Session (Riverside
III)
Update on the Streamlined
Sales Tax Project
Diane Hardt, Wisconsin Dept. of Revenue & Co-Chair SSTP
Washington Update
Harley Duncan, FTA
Volatility of Major Tax
Types
Fanny Naribo-Roberts, Washington Dept of Revenue
Update on the FTA Research Roundtable
Joe LaFace, Arkansas Dept. of Finance & Administration
and Chair of the Research Roundtable |
