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Agenda for the 39th
National Premium Tax Conference
Reno, Nevada
November 15-17, 2011


The Steering Committee would like to welcome you to the 39th Annual National Premium Tax Conference. In this binder, you will find the following items:

  • Agenda
  • Attendee List
  • Roundtable Questions
  • Speakers’ Handouts
  • Conference Evaluation Forms
  • Certificates of Attendance

Each day, we ask that you complete a “Conference Evaluation” form so that we may hear from you what you think of the sessions and speakers.  We thank you in advance for taking the time to provide us with this very important information.

If there is anything that we may assist you with, please see one of the Steering Committee Members.  For hotel specific questions please see Jan Gillerin.

Cordially yours,

THE STEERING COMMITTEE

Gene Capobianco Jim Hall Mike Palm
Josie Lowman Fran O’Loughlin Julie Reilly
George Ryan Bob Sartori Dave Sutera
  Jim Williams  
   
  Tuesday, November 15
8:30am – 5:15 pm

Registration
9:00 pm – 10:30 am

Premium Tax 101 (Basic Level)

  • Fran O’Loughlin, Ernst & Young LLP
  • George Ryan, Liberty Mutual
  • Josie Lowman, AIG
10:30 am – 10:45 am

Break
10:45 am – 12:00 pm

Retaliatory Tax 101 (Basic Level)

  • Dave Sutera, Travelers
  • Bob Sartori, TriTech Services
12:00 pm – 1:15 pm Boxed Lunch and Beverage
1:15 pm – 1:20 pm Conference Announcements
1:20 pm – 1:40 pm

History of Premium Taxes

  • Jim Hall, American Council of Life Insurers
1:40 pm – 2:45 pm

Accounting for Premium Taxes/SOX
2:45 pm – 3:00 pm Break
3:00 pm – 4:00 pm

Ask the Experts – Career Choices – How did you get here?

  • Steering Committee, et. Al.
4:00 pm – 5:00 pm Vendor Introduction
6:30 pm - 8:30 pm Reception
(Your traveling companion is welcome to attend this event.)
 

 
   
  WEDNESday, November 16
7:30 am - 8:45 am Breakfast at The Roxy
9:00 am – 9:15 am

Conference Announcements
9:15 am – 10:30 am

2011 Developments in Legislation and Litigation

  • Jim Hall, American Council of Life Insurers
  • Mike Palm, PricewaterhouseCoopers LLP
  • Fran O’Loughlin, Ernst & Young LLP
10:30 am - 10:45 am Break
10:45 am – 11:15 am

Electronic Filings
11:15 am – 12:15 pm

Congressional Activity with State Tax Implications

12:15 pm – 1:15 pm Lunch at The Roxy
1:15 pm – 4:45 pm

Roundtable Discussions
(covering premium tax, retaliatory tax, income and other taxes) (All levels)

  • Moderator:  Jim Williams, MassMutual
1:15 pm – 2:45 pm

Southeast, Mid-Atlantic, Northeast Regions
2:45 pm – 3:00 pm Break
3:00 pm – 4:45 pm

Southwest, West, Midwest Regions
5:45 pm - 7:30 pm

Speakers’ Reception
   
   
  THURSday, November 17
7:30 am - 8:45 am Breakfast at The Roxy
8:50 am - 9:50 am Session 1
9:50 am - 10:00 am Break
10:00 am - 11:00 am Session 2
11:00 am - 11:15 am Break
11:15 am - 12:15 pm Session 3
12:15 pm - 1:30 pm Lunch at The Roxy 
1:30 pm - 2:30 pm Session 4
2:30 pm - 2:45 pm Break
2:45 pm - 3:45 pm Session 5
3:45 pm - 4:00 pm Break
4:00 pm - 5:00 pm Session 6
 
  • Premium & Retaliatory Tax Wrap-Up: (All Levels, PC & Life)            
  • State Advanced Income Tax: (Intermediate/Advanced Levels, PC & Life)

  • Annuity & Other Life Accounting Issues:  (Basic/Intermediate Levels, Life Only)

  • Introduction to State Income Tax Issues (Basic/Intermediate, PC & Life)

  • Surcharges and P&C Guaranty Fund Issues (Basic/Intermediate Levels, P&C Only)

  • Municipal Taxation  (PC & Life)                                   
  • Advanced Retaliatory Tax (PC & Life)     
  • Mergers and Acquisitions (PC & Life)
  • Sales/Use Tax Issues
  • National Trends Impacting State and Local Taxation
  • Life and P&C Tax Planning Strategies: (All Levels, PC & Life)
  • Taxation of insurance outside of the US – IPT/VAT
  • Credits
  • Vendor Presentations (Single session per vendor)
   
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