State and local tax forum

All sessions on state and local tax trends and expectations for 2024 are now available on-demand.

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.