Improving and empowering state tax administration
Improving and empowering state tax administration

2014 Revenue Estimating Conference

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All presentations are in pdf format.

Monday, September 29, 2014
Morning General Session
 

 Presiding: Ed Caplis, Montana Dept. of Revenue and Chair FTA Research Section    

 
Welcome to Texas
 Susan Combs, Comptroller of Public Accounts    

 
Macroeconomic Outlook
 Paul Edelstein, IHS
 [presentation]  

 
Regional Economic Outlook
 Marisa Di Natale, Moodys Analystics
 [presentation]  

 

 Question & Answers
   

 
Dynamic Revenue Estimating
 Matt Gardner, ITEP
 [presentation]  

 
FTA Award Winner
Washington State Tax Alternative Model

 Don Gutmann and Valerie Torres, Washington Dept. of Revenue
 [presentation]  

 
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Lunch with Speaker
 
The Revenue Estimator's Lament
 Billy Hamilton, Tax Analyst    

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Concurrent Sessions

SECTORIAL OUTLOOK
 

 Moderator: Ed Caplis, Montana Dept. of Revenue    

 
Retail Outlook
 Patricia Buckley, Deloitte Services LP
 [presentation]  

 
Automobile Outlook
 Kim Hill, Center for Automotive Research
 [presentation]  

 
   

 
COMPLIANCE RESEARCH
 

 Moderator: Rod Hoheisel, Minnesota Dept. of Revenue    

 
Data Intelligence for Audit and Enforcement
 Karen Schlain, New York City Dept. of Finance
 [presentation]  

 
Enforcement Revenue Identification and Modeling
 Jonathan Hart, Oregon Dept. of Revenue
 [presentation]  

 
   

 
Tuesday, September 30, 2014
Joint FTA-NTA Session: THE CHANGING DYNAMICS AND MAJOR STATE REVENUE TRENDS
 

 Moderator: Ranjana Madhusudhan, New Jersey Department of Treasury    

 
 
 
Projecting Revenues that Fund Transportation Infrastructure
 Matthew Murray, University of Tennessee
 [presentation]  

 

 Discussant: James Mackie, US Treasury
 [presentation]  

 

  * Organized by Ranjana Madhusudhan, New Jersey Department of Treasury    

 
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Concurrent Sessions

Session I - DYNAMIC MODELING
 

 Moderator: Derek Santos, Idaho Div. of Financial Management    

 
Modeling Sales Tax Repeal
 Paul Dion and Steve Collum, Rhode Island Dept. of Revenue
 [presentation]  

 
Nebraska TRAIN Model
 Iksoo Cho and Hoa Phu Tran, Nebraska Dept. of Revenue
 [presentation]  

 

 Discussant: Matt Gardner, ITEP    

 
   

 
Session II - TAX POLICY: MODELING and ANALYSIS
 

 Moderator: Victor Gauto, Vermont Dept. of Taxes    

 
 
Evaluating Tax Expenditures Using JLARC Model
 Jason Juffras, Dist. of Columbia Office of Revenue Analysis
 [presentation]  

 
Piggyback Historic Tax Credits: Are States Getting Their Money's Worth?
 Ed McLenaghan, North Carolina Office of State Budget & Managment
 [presentation]  

 
   

 
SOLUTION SERIES
 
Chainbridge Software, LLC - 10:45am to 11:30am
Multi-tax Incidence Analysis in a Microsimulation Environment

 Eric Cook, Ph.D. - CEO
Kirk Copen - Vice President, Software Development
Jaime Copenhaver - Vice President, Software Development    

 
 
  
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Session 1: APRIL REVENUE, TURBULENCE IN THE BLIND SPOT: SELECTED STATE EXPERIENCE
Joint FTA-NASBO Session

 

 Moderators: Brian Sigritz and Ranjana Madhusudhan    

 
 
Income Shifting under the Fiscal Cliff: Preliminary Evidence from Pennsylvania and the US
 Mathew Knittel and Karen Maynard, Pennsylvania Independent Fiscal Office
Andrew Bershadker, US Department of Treasury
 [presentation]  

 
New York City Experiences
 William Scott Domansky, NYC Office of Management & Budget
 [presentation]  

 
Experiences from the New England States
 Michael Allen, Maine Revenue Services    

 

 
Session II - IMPACT OF TAX CHANGES
 

 Moderator: Ken Frey, Ohio Dept. of Taxation    

 
 
What Can State Income Tax Data Tell Us About Interstate Migration?
 David Waldron and Curtis Walker, Minnesota Dept. of Revenue   

 
   

 
Wednesday, October 1, 2014
Morning General Session
 

 Presiding: Ed Caplis, Montana Dept. of Revenue and Chair FTA Research Section    

 
The DC Annual Tax Rates and Tax Burdens Study
 Lori Metcalf, Office of Revenue Analysis
 [presentation]  

 
 
Pew Modeling of State Impacts of Federal Tax Reform
 Mark Robyn, Pew Charitable Trusts
John OHare, Quantria Strategies