Live webcasts

State and local tax forum

Part of the Tax in Motion 2024 series

Jun 05, 2024
Event details
Date and time

Wed, Jun 05, 2024

Begins at 11 a.m. EDT | 10 a.m. CDT

Duration

Each event 60 minutes

CPE credits

One CPE credit per event will be issued to eligible participants

Fee

Complimentary

Event overview

Reserve your spot today for sessions on state and local tax trends and expectations for 2024, starting Wednesday, June 5, at 11 a.m. EDT.  

11 a.m. State of the states

States are navigating a middle ground between boom and bust, reevaluating post-pandemic spending while tax cuts remain on the table. Delve into what the past year signals for fiscal year 2025 budgets and future economic outlooks. Discover how even in mild economic climates, returning to pre-pandemic revenue collection growth  presents unique opportunities for growth.

Presenters:

Mo Bell-Jacobs, Senior Manager, Washington National Tax, RSM US LLP
David Brunori, Senior Director, Washington National Tax, RSM US LLP
Brian Kirkell, Principal, Washington National Tax, RSM US LLP
Amy Letourneau, Senior Manager, Washington National Tax, RSM US LLP

Learning objectives:

  1. Identify the impact of economic headwinds on state taxation.
  2. Evaluate near- and long-term legislative and regulatory trends.
  3. Develop strategies to maximize opportunities in the current climate.
     

1 p.m. Monetizing organic growth 

Current economic conditions may have some taxpayers slowing deals and expansion in favor of wait-and-see. But your business can continue to thrive. Implementing multistate tax strategies, leveraging credits and incentives, and optimizing your workforce can significantly enhance your operational value. Take advantage of these mechanisms to drive growth and success in your business today.

Moderator:

Brian Kirkell, Principal, Washington National Tax, RSM US LLP

Presenters: 

Charles Britt, Partner, RSM US LLP
Amanda Pucciarelli, Principal, RSM US LLP
Chris Tobin, Principal, RSM US LLP

Learning objectives:

  1. Determine how expansion can be utilized as a state tax optimization strategy. 
  2. Recognize opportunities to accelerate growth.
  3. Assess pitfalls due to near-term economic conditions.
     

3 p.m. The state of state tax controversy

Audits, questionnaires and notices—oh my! Unique economic conditions put all taxpayers on the defensive, requiring strategy and action. Preparing for tax controversy not only strengthens positions but also uncovers potential opportunities.

Moderator:

Mo Bell-Jacobs, Senior Manager, Washington National Tax, RSM US LLP

Presenters: 

David Brunori, Senior Director, Washington National Tax, RSM US LLP
Amol Jain, Principal, RSM US LLP
Tim Reilly, Senior Manager, RSM US LLP

Learning objectives:

  1. Classify the scope and extent of state and local tax controversy in the current environment.
  2. Formulate proactive strategies and best practices to address controversy risks.
  3. Identify opportunities to use controversy as an advantage.  

Learning objectives

State of the states

  • Identify the impact of economic headwinds on state taxation.
  • Evaluate near- and long-term legislative and regulatory trends.
  • Develop strategies to maximize opportunities in the current climate.

Monetizing organic growth

  • Determine how expansion can be utilized as a state tax optimization strategy. 
  • Recognize opportunities to accelerate growth.
  • Assess pitfalls due to near-term economic conditions.

The state of tax controversy

  • Classify the scope and extent of state and local tax controversy in the current environment.
  • Formulate proactive strategies and best practices to address controversy risks.
  • Identify opportunities to use controversy as an advantage.

CPE credits

CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credit per webcast

Event details
Date and time

Wed, Jun 05, 2024

Begins at 11 a.m. EDT | 10 a.m. CDT

Duration

Each event 60 minutes

CPE credits

One CPE credit per event will be issued to eligible participants

Fee

Complimentary

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