- Evaluate the national shakeup of SALT rules and impacts for our state.
- Assess updates on Michigan’s flow-through entity tax and how it interacts with multi-state operations.
- Examine accounting for apportionment and the latest court cases where it takes center stage.
Presented in Partnership with the State of Michigan Department of Treasury and the State Bar of Michigan - Taxation Section
Tax is on our minds a lot so it’s ok to get SALTy about it! We’re looking for a dash of your expertise as we discuss emerging trends, touch base with the Michigan Department of Treasury and connect over the future of state and local tax.
Looking for live instruction and networking opportunities? Click here to join us for the in-person option instead.
PRICING DETAILS
Register early to take advantage
of the best price! Please note, discounted pricing is already reflected in the
online price. No promo code is needed.
Through October 5: $245 MICPA Members
/ $395 Non-Members
October 6 - October 19: $265 MICPA Members / $415
Non-Members
October 20 - November 2: $285 MICPA
Members / $435 Non-Members
Thank You to our Presenting Partner:
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Thank You to our Program Partners:
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- Taxes
After registering for this event, you can customize your sessions via 'My Registrations'
On the Hunt for Treasury
Updates?
Look no further for the latest news from the Michigan
Department of Treasury’s Tax Policy Division. From upcoming Revenue Advisory
Bulletins (RABs) to new FAQs, find out what Treasury has in store.
Lance Wilkinson – Director, Bureau of Tax Policy, State of
Michigan Department of Treasury, Lansing
On the Nation’s SALTiest Issues
As federal CARES Act funds dedicated to
state coffers start to run dry, states may be confronting mounting deficits amid
renewed calls for spending on social programs. Multistate corporations are in the crosshairs. How will states react?
Dive into the leading corporate SALT issues at the national level, including foreign-source
income taxation, apportionment disputes, unitary combined reporting, taxation
of remote workers, digital advertising/data mining taxes, and more!
Harley Duncan – Consultant to KPMG, Washington, D.C.
Doug
Lindholm, Esq. – President & Executive Director, Council On State
Taxation, Washington, D.C.
11:00 AM - 12:00 PM
Recent years saw an irreversible change in the way the world does business, and many states are hard at work ensuring they receive the proper tax revenue due. As the border lines between states get blurrier, gain clarity on the impact of cross-state tax relationships from economic nexus laws to the end of throwback apportionment rules.
Jordan Goodman, JD, CPA – Partner, Horwood Marcus & Berk Chartered, Chicago, IL
Tom Zaino, JD – Managing Member & Founder, Zaino Hall & Farrin, LLC, Columbus, OH
Moderator: Lynn Gandhi, JD, LL.M. – Partner, Foley & Lardner LLP, Detroit
Property Taxes Get Real &
Personal
Could a split roll (or split rate) property tax be the
answer to the ongoing property value challenges within the City of Detroit and
other municipalities? Discuss what the Michigan Chamber of Commerce is proposing
and what it could mean for businesses, plus get updates on developments withing
the State Tax Commission and other hot topics.
Thomas K. Dillon – Attorney, Foster Swift
Collins & Smith PC, Grand Rapids
Howard Heideman –
Administrator, Local Government Policy Division, Bureau of Local Government and
School Services, State of Michigan Department of Treasury,
Lansing
Mark Hilpert, CPA – Consultant, Honigman LLP,
Lansing
State of the State: Tracking Michigan’s Current
Economic Outlook and Strategy for Future Growth
The Michigan
Strategic Fund continues to make headlines in 2023 for its many investments,
including those for business expansions, semiconductor production and testing,
advanced manufacturing, and agribusiness. Join Jeff Guilfoyle from the Michigan
Department of Treasury and Joshua Hundt from the MEDC in a look at the current
state of Michigan’s economy and how it has recovered from the pandemic as well
as how Michigan’s strategic investments are setting the stage for robust future
growth.
Jeff Guilfoyle – Chief Deputy Treasurer, State of Michigan
Department of Treasury, Lansing
Joshua Hundt – Chief
Projects Officer & Executive Vice President of Strategic Accounts, Michigan
Economic Development Corporation, Lansing
01:50 PM - 02:50 PM
With states applying their individual income taxes to trusts it creates uncertainty with how the various provisions apply in a trust context. This session will address residency issues encountered by trusts and how residency decisions impact the taxation of a trust. After residency is determined, how a trust computes its state source income can be equally challenging given the complexities of applying the Distributable Net Income (“DNI”) deduction to the state income tax computations. If these complexities were not bad enough the existence of the various elective state PTE taxes can create traps for trusts that are owners of pass-through entities. This session will address these and other complexities that create challenges in calculating a trust’s multi-state income taxes.
Raj Malviya, JD, LLM – Member, Miller Johnson Attorneys, Grand Rapids
Richard Spengler, CPA – Managing Director - Multi State Tax Consulting, BDO, Grand Rapids
Moderator: Sam Hodges, CPA, CGMA – Partner, Sam Hodges & Associates, Sterling Heights
The recent passage of the Lower Mi Cost Plan contains tax-saving implications for Michigan retirees, including a plan to phase out the retirement tax completely within four years. You’ve got questions, our panel has answers.
David Foos, CPA, JD – Administrative Law Specialist, State of Michigan Department of Treasury, Lansing
Cathy Lambert, CPA – Owner, Cathy E. Lambert CPA, PLLC, Livonia
03:20 PM - 04:20 PM
Disrupting the Flow: Common FTE Errors &
Other Quandaries
More taxpayers are taking advantage of state and
local tax cap workarounds, with a majority of states with an income tax now
allowing flow-through entity (FTE) filing. Avoid the most common issues
associated with flow-through entity tax returns, including order of processing,
varying rules between jurisdictions, and the pitfalls of punctuation.
Scott Foess, JD – Partner, Honigman Miller Schwartz and
Cohn LLP, Detroit
Angela Matelski, CPA – Department
Specialist, Michigan Department of Treasury, Lansing
Mike Merkel,
CPA, MST – Partner-State and Local Tax, Plante Moran, Southfield
Multi-State Payroll Tax & Compliance
Requirements for Employers
The remote workforce provides
organizations with access to a broader pool of qualified talent, but also a
whole new world of tax compliance. Explore this multifaceted issue and gain a
better understanding of the tax liabilities, compliance issues, administrative
concerns and other considerations to ensure your clients’ remote operations keep
running smoothly.
Andrea Bowman – District Sales
Manager-SMB, Paychex, Inc., Novi
John Eardley, CPA, MST –
Partner, Crowe LLP, Grand Rapids
Dayna Reum, CPP, FPC –
Senior Director of Payroll & HRIS, Chicago, IL
Moderator: David
Barrons, CPA – Sole Practitioner, Barrons State Tax,
Rockford
04:30 PM - 05:20 PM
Sales & Use: As a Matter of
Tax
Get familiar with the latest
sales and use tax developments, including taxation requirements for software,
installation and delivery charges, exemptions, and the possible implications of
the most recent national court case to challenge interstate sales tax
jurisprudence: Quad Graphics v. the North Carolina Department of Revenue. Do you
know the difference between canned software and software-as-a-service? It’s all
a matter of tax!
Salvatore Gaglio – Administrative Law Specialist,
State of Michigan Department of Treasury, Lansing
Emily Irish,
CPA – State & Local Tax Managing Director, BDO USA, Grand
Rapids
Wayne Roberts, JD – Member, Bodman PLC, Grand
Rapids
Explore the most pressing new and ongoing tax issues within the cannabis industry, including tax treatment of property, issues specific to duel licensed facilities, exemptions applicable to the industry, application of 280E exclusion to income tax deductions, and more.
Kris Jordan – Financial Compliance Manager, Cannabis Regulatory Agency, Lansing
Dave Matelski – Administrator, Tax Policy Division, Michigan Department of Treasury, Lansing
Moderator: Jackie Cook, JD – Partner, Novara, Troy
Member
Non-Member