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Together, We’re Better

Attendee Resources


Dear Attendees, Speakers, and Volunteers,

Thank you!

We couldn’t have done it without you. WSATA 2016 was truly a wonderful example of “Together, We’re Better.”

If you would like to help us continue to improve, please complete our WSATA 2016 Survey.

We look forward to hearing your tips and suggestions on how we can make future conferences even better.

All feedback is welcome!


Continuing Education Resources

If you forgot to turn in your Certificate of Attendance form while at the Conference, but signed the CLE/CPE attendance sheets at the various sessions, please complete the Certificate of Attendance form. Please return your completed form by mail to:

Texas Comptroller of Public Accounts
c/o Chelsea Ray
1700 Congress Ave
Austin, TX 78701

Please be sure to include a self-addressed stamped envelope so that we may return your certificate to you.

CLE/CPE Information

Session 60-Minute Hours 50-Minute Hours
Monday’s General Session 3 3.5
Tuesday’s General Session 2 2.5
Wednesday’s General Session 2.25 2.5
Breakout Sessions 3 3.5
Complete Attendance 13 15

Please Note:

We are unable to seek approval or accreditation with any state bar or any state board of accountancy, nor can we guarantee that any state bar or board of accountancy will accredit the hours or accept the certificate of attendance. We will document your attendance at the sessions and maintain the material for future reference. After the conference we will sign your certificate of attendance and return a copy to you. We will maintain copies of certificates, the agenda, speaker biographies, and handouts. The agenda, handouts, and biographies will be available on this website.


CLE/CPE Certificate Information

Download: Word Document | PDF

Course Evaluations for Continuing Education

  • State Tax Merry-Go-Round
  • Building Effective Relations with the Legislature
  • Judicial and Legislative Efforts to Overturn Quill: Where We Are Now
  • Governance and Organizational Change Management – Key Components for Large IT Projects
  • Incorporating Taxpayer Advocates into Departments of Revenue
  • Best Practices in Managing Staff
  • Tax Havens & Worldwide Reporting
  • Who Are You? Efforts to Improve Taxpayer Identification & POAs
  • Hot Trends in SALT Litigation and Legislation
  • Fast Enterprise’s Impact of the Internal Revenue Service Budget Reductions on State Tax Administration
  • RSI’s Leveraging Technologies to Create/Enable more Effective Business Processes
  • Economics in the Western States
  • Active Shooter in the Work Place
  • Tax Matters in the Navajo Nation
  • Sales Suppression Software
  • Innovation in Audits
  • Taxation of Marijuana
  • Property Tax Litigation Update
  • State & Local Property Tax Issues on Tribal Lands
  • FERC Issues in Pipeline Valuations
  • Partnership Tax Issues
  • When is Retroactive Legislation a Solution?
  • Risk of Liability: Compliance/Collection Efforts in Another State
  • Commissioner’s Round Table

Presentations

Monday, September 26, 2016

General Session

Welcome
Jim Lane, Mayor of Scottsdale
State Tax Merry-Go-Round
Billy Hamilton, State Tax Notes
A look at current topics in state tax policy and politics nationally.
Building Effective Relations with the Legislature
Glenn Hegar, Texas
Mike Kadas, Montana
Drew Shirk, Washington State
John Valentine, Utah
Group Presentation
Judicial and Legislative Efforts to Overturn Quill: Where We Are Now
John Swain, University of Arizona School of Law
Presentation

Breakout Session 1: Management

Governance and Organizational Change Management – Key Components for Large IT Projects
Marcus Glasper, Washington State
This session will present real stories and experiences about key project success factors in managing large scale information technology projects from an Executive Sponsor’s perspective, particularly focusing on project governance and organizational change management.
Presentation
Incorporating Taxpayer Advocates into Departments of Revenue
Kristan Barbour, Montana
Susan Maples, California (Presentation)
Demesia Padilla, New Mexico
Hear from taxpayer advocates and top tax administrator about their experiences.
Best Practices in Managing Staff
Barry Conover, Utah (Presentation)
Eric Smith, Oregon (Presentation)
This session will focus on managing staff in large system development projects and leading through coaching.

Breakout Session 2: Emerging Issues

Tax Havens & Worldwide Reporting
Lee Baerlocher, Montana
Nikki Dobay, COST (Presentation available upon request)
Jason Larimer, Oregon (Presentation)
Representatives of COST, Montana and Oregon will discuss the tax haven laws of Montana and Oregon with regard to larger issues of state taxation.
Who Are You? Efforts to Improve Taxpayer Indentifications & POAs
Dolores Furness, Utah (Presentation)
Tamara Powell, IRS
Doreen Warren, Idaho
Panelist will provide insights and updates on taxpayer security initiatives and power of attorney.
Hot Trends in SALT Litigation and Legislation
Joe Huddleston, E&Y (Presentation Available on Request)
Doug Lindholm, COST (Presentation Available on Request)
A review of current litigation and legislation that have both national and regional impact.

Breakout Session 3: Title Sponsor Solution Series

Fast Enterprises, LLC: The Impact of the Internal Revenue Service Budget Reductions on State Tax Administration
Joe Milack, FAST
Learn about considerations and suggestions to help state tax administrators rethink their compliance approaches.
Revenue Solutions Inc.: Leveraging Technologies to Create/Enable more Effective Business Processes
John Bace, RSI
Elka Paniagua, RSI
Learn about the RSI flexible system Revenue Premier, which allows efficient integration of various modules and services.

Tuesday, September 27, 2016

General Session

Economics in the Western States
Dennis Hoffman, Arizona State University
A State by state examination of economic outlooks based on expert presentations at the Western Economic Association 2016.
Active Shooter in the Work Place
Detectives Alan Parisian and Karl Goldsmith, Arizona Department of Transportation, Fuel Tax Evasion Unit
(Presentation) | (Book) | (Pocket Card)
Tax Matters in the Navajo Nation
Martin Ashley, Executive Director, Office of the Navajo Tax Commission
Robert Joe, Chief Operations Officer, Office of the President & Vice President, Navajo Nation
Raymond Etcitty, General Counsel, Navajo Nation Gaming Enterprise
(Presentation)
A brief overview of the nine Navajo Nation taxes and how dual taxation (Navajo Nation taxes, county and state taxes) is impacting the economic development of the Nation.

Breakout Session 1: Compliance

Sales Suppression Software
John Ryser, Washington State (Presentation)
A discussion on the efforts of Washington State on building a counter sales suppression audit program.
Innovation in Audits
Karey Barton, Texas (Presentation)
Randy Tilley, Idaho (Presentation)
The panelist will discuss using specialized teams to enhance compliance and explore tried-and-true approaches that make an Audit program successful and create lasting value to the State.
Taxation of Marijuana
Eric Myers, Colorado (Presentation)
Dan Scotto, Oregon (Presentation)
Colorado and Oregon discuss the challenges of implementing Retail Marijuana Taxes with the goal of helping other States should they choose to legalize.

Breakout Session 2: Property Tax

Property Tax Litigation Update
Peter Crossett, Barclay Damon, LLP (Presentation available upon request)
A presentation that will outline and discuss relevant property tax issues as well as a summary and brief analysis of important property tax discussions issued by the courts in the past year.
State & Local Property Tax Issues on Tribal Lands
Ken Love, Assistant Attorney General, AZ Attorney General’s Office (Presentation available upon request)
Bruce Zimmerman, Tax Administrator, Umatilla Indian Reservation
Tribal Property Taxation Issues on Tribal Lands and Watt’s Happening at South Point: ADOR, Tribal Leasing, Chehalis.
FERC Issues in Pipeline Valuations
Kenneth Sosnick, Concentric Energy Advisors
A presentation on how the Federal Energy Regulatory Commission (FERC) regulates the transportation of natural gas in interstate commerce and regulates the transportation of oil by pipeline in interstate commerce, under the Natural Gas Act and Interstate Commerce Act.

Breakout Session 3: Legal Issues

Partnership Tax Issues
Tracee Abel, Montana
Bruce Fort, MTC
Ernest Powell, Arizona
Group Presentation
This panel will discuss how the new partnership audit rules are expected to impact current state partnership compliance programs, focusing on the evolution of Montana’s pass-through withholding and composite tax administration and audit procedures, its successes and failures, and the opportunities presented by the new federal rules. The panel will also address Arizona’s new partnership statute, which may serve as a model for other states.
When is Retroactive Legislation a Solution?
Dirk Giseburt, Davis Wright Tremaine LLP
Ray Langenberg, Texas (Presentation)
Retroactive legislation has such a storied history that there are two provisions in the US Constitution prohibiting ex post facto criminal laws. But without an express prohibition on retroactive tax laws, states have been exploring what is possible within the more general constitutional limits such as due process. This presentation will examine retroactive tax laws that have and have not passed constitutional muster and the principles that the courts have used in making those determinations.
Risk of Liability: Compliance/Collection Efforts in Another State
Wood Miller, Missouri (Presentation)
This session will review the recent United States Supreme Court decision, Franchise Tax Board of California v. Hyatt, ___ U.S. ___, 136 S.Ct. 1277 (2016). The discussion will cover the background, the issues raised in the decision, and an analysis the Court’s rationale. Then the session will focus on an awareness of the risk of liability and take look at considerations for managing such risks.

Wednesday, September 28, 2016

General Session

WSATA 2017
Mike Kadas, Montana
FTA & MTC Updates
Gale Garriott, FTA
Marshall Stranburg, MTC
(Presentation)
Commissioner’s Roundtable
Marcus Glasper, Washington State
Rich Jackson, Idaho
Mike Kadas, Montana
Susan Maples, California
Demesia Padilla, New Mexico
Nancy Prosser, Texas
Eric Smith, Oregon
John Valentine, Utah
John Vecchiarelli, Colorado

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