Dibs on the Remote: Taxes & A Mobile Workforce
Remote workers across the country (and Michigan) have gone from hating their home offices to refusing to leave them. Find out how states are coping with tax policy surrounding this emerging issue, including recent litigation between states such as New Hampshire and Massachusetts as well as both city tax and recruiting considerations.
Niko Arhos, Esq., L.L.M. – Senior Manager, Employment Tax Advisory Practice, EY, Detroit
Jennifer S. White, JD – Partner, ReedSmith, New York, NY
Tom Zaino, JD, CPA – Managing Member & Founder, Zaino Hall & Farrin, LLC, Columbus, OH
Moderator: Cathy Lambert, CPA – Owner, Cathy E. Lambert CPA, PLLC, Livonia

Where Do Michigan Companies and Their Owners Pay Tax?
2020 Senate Bill 1035—now 2021 Senate Bill 248—shook up the realm of partnership filings in Michigan. Join this panel for an in-depth examination of how partnerships and partners report at the state level the results of a federal audit or amended return under SB 248, as well as the alternatives should it fail to pass. Plus, address the impacts of IRS Notice 2020-75 on deductibility of state tax payments by partnerships and S Corporations.
Daniele Carey, CPA – State and Local Tax Senior Manager, Plante Moran, Grand Rapids
Nikki E. Dobay, JD, LLM– Partner, Eversheds Sutherland, Sacramento, CA
Angela Matelski, CPA– Department Specialist, Michigan Department of Treasury, Lansing
Moderator: Sam Hodges, CPA, CGGMA– Principal, Hodges Accounting & Advisory Services, Southfield

Gig Economy: Contractor vs. Employee
As the U.S. Department of Labor faces pressure to act on the gig economy debate over whether Uber, Grubhub and other contractors should be treated as W2 employees. Get in on the conversations, exploring ongoing litigation in this area and the proper classification for employees and contractors.
David Dorner – Partner, Reed Smith LLP, Chicago, IL
Nicole L. Johnson, JD – Partner, Tax, Blank Rome LLP, New York, NY
Danene Test – State Administrative Manager, Michigan Department of Labor and Economic Opportunity, Lansing
Moderator: Melinda Phelps, CPA – Principal Consultant, MSP State & Local Tax Specialty, Detroit

Will Your Commercial Clients Appeal MI Property Tax Assessments?
Due to insufficient demand for office and retail space amid the pandemic, many commercial taxpayers are eyeing an appeal against property tax assessments in Michigan. Take a closer look at this potentiality, including how valuations will be affected and which taxpayers are most likely to appeal.
Thomas K. Dillon– Associate, Foster Swift Collins & Smith PC, Grand Rapids
Jason Parker–RSM US LLP, Indianapolis, IN
Carl Rashid– Member – Tax Appeals Practice Leader, Dykema Gossett PLLC, Detroit
Moderator: Joanne Faycurry, JD – Partner, Schiff Hardin LLP, Ann Arbor

Exploring Options for Distressed Taxpayers
Small mistakes can lead to expensive consequences when it comes to annual tax bills. Help your clients navigate tax remittance options by analyzing the various resolution methods available, including offers in compromise, penalty waivers, voluntary disclosures and more. Plus, gain insight on the Michigan Tax Tribunal and the future of virtual hearings.  
Nicole Appleberry – Director, Law Income Taxpayer Clinic, Clinical Professor of Low, University of Michigan Law School, Ann Arbor
David Barrons, CPA – Sole Practitioner, Barrons State Tax, Rockford
Stewart Binke– Administrative Law Specialist, Michigan Department of Treasury, Lansing

Sales & Use Tax: The Installation and Delivery Debate
The question of tax liability as it relates to sales and use tax is often something of debate. A new Michigan Revenue Administrative Bulletin (RAB) could provide answers. Gain clarity on the issues taxpayers face under audit for sales and use taxes, clear up the confusion on who pays sales tax when it comes to the installation and delivery of goods, and more.
Jackie Cook, JD– Partner and Tax Division Lead, Novara, Troy
David Foos, CPA, JD– Administrative Law Specialist, Michigan Department of Treasury, Lansing
David Knuff– Senior Director, Sales & Use Tax, RSM US LLP, Cleveland, OH
Moderator: Joanne Faycurry, JD– Partner, Schiff Hardin LLP, Ann Arbor

Please select this option if you do NOT wish to attend an early bird ethics session.

From the Source: MI Tax Tribunal and other Taxpayer Rights Reforms Ahead?
Michigan Treasury and Tax Tribunal modernization could be on its way for Michigan taxpayers as Greg Nowak, state tax practice leader at Miller Canfield, is leading an effort in partnership with the Detroit Chamber. with the to explore updates to the Tax Tribunal Act, and also examining other potential changes to optimize efficiency, modernize procedures and increase user-accessibility of Michigan Tax administration. Leadership of the Michigan Tax Tribunal also explores ideas to update the Tax Tribunal Administrative Rules, modernize procedures to meet virtual demands, and increase customer accessibility. Get the 4-1-1 straight from the source!
Steve Bieda – Tribunal Chair, Michigan Tax Tribunal – State of Michigan, Lansing
Greg Nowak, JD, CPA – Principal, Miller Canfield Paddock & Stone PLC, Detroit
Moderator: Wayne Roberts, JD, CPA – Member, Bodman PLC, Troy

All Things Digital – There’s a Tax for That!
After untapping the power of nexus, many states are seeing new revenue potential (or a means to achieve certain policy goals) in all things digital…sales of personal data and/or data mining, social media platforms and advertising, and even telehealth. Learn which digital services are subject to tax (both transaction based and income taxes), take a deep dive into apportionment issues in sourcing service revenue, litigation and policy issues, and review the application of these rules to areas of the new economy.
Lynn Gandhi, JD, LLM, CPA– Partner, Foley & Lardner LLP, Detroit
Jordan Goodman – Partner, Horwood Marcus & Berk Chartered, Chicago, IL
Charlie Kearns – Partner, Eversheds Sutherland, Washington, D.C.
Moderator: Melinda Phelps, CPA – Principal Consultant, MSP State & Local Tax Specialty, Detroit

Exploring the Process of Industrial Processing
Recent questions regarding where industrial processing starts and stops have reignited debate over the extent of Michigan’s tax exemptions for industrial processors. Get updates on everything processing, including considerations for non-processors working on behalf of processors, the bounds of Michigan’s processor tax exemptions and advice for determining when it applies, from materials to real property repair.
Sal Gaglio– Administrative Law Specialist, Michigan Department of Treasury, Lansing
Emily Irish, CPA – State & Local Tax Managing Director, BDO, Grand Rapids
Wayne Roberts, JD, CPA – Member, Bodman PLC, Grand Rapids
Moderator: Sam Hodges, CPA, CGGMA – Principal, Hodges Accounting & Advisory Services, Southfield

Accounting for State Income Taxes - ASC 740 Multistate Update and Impacts of Federal Tax Reform
2021 has continued to be a year of significant tax changes on all levels. Hear relevant and timely updates on key multistate accounting for income taxes issues related to state law changes, federal tax reform conformity and implications, and more.
Benet Driessen – Senior Manager, PwC, Detroit
Mike Kammann, CPA –  Partner, PwC, Detroit
Ralph Ourlian, CPA–Senior Director. RSM, US LLP, Detroit

How Fares Wayfair in Michigan?
Nearly every state has now implemented some form of economic policy for remote sellers (i.e., sellers lacking physical presence) following the US Supreme Court’s ruling in South Dakota v. Wayfair. Find out how Michigan is faring with its own nexus policy and get answers to your burning questions on everything from the fundamentals to ongoing issues with marketplace facilitators and common misunderstandings.
David Matelski – Administrative Law Specialist, Michigan Department of Treasury, Lansing
Scott Peterson – Vice President of U.S. Tax Policy and Government Relations, Avalara, Seattle, WA
Jamie Yesnowitz – Principal, SALT Leader – Washington National Tax Office, Grant Thornton, Washington, D.C.
Moderator: Scott Kocienski, JD, LLM – Member, Dykema Gossett PLLC, Detroit

Tech Ethics: Dilemmas in a Digital World
It makes sense that ethical dilemmas associated with ever-evolving technology and a digital world would constantly be approaching new territory. From issues and misuse of document storage, all the way to Zoom and cryptocurrency- discuss the ethics facing the industry as it consistently adopts technology to meet needs, remain secure and stay connected.
Dan De Jong, JD, LLM – Senior Manager, KPMG, Washington, D.C.
Breen Schiller, JD – Partner, Eversheds Sutherland, Chicago, IL
Dan Stanley, JD – Partner, Honigman Miller Schwartz & Cohn LLP, Lansing