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The Steering Committee would like to welcome you to the 38th 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 |
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Jim Williams |
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Tuesday, November 2 |
| 8:30am – 5:15 pm |
Registration |
| 9:00 pm – 10:30 am |
Premium Tax 101 (Basic Level) |
| 10:30 am – 10:45 am |
Break |
| 10:45 am – 12:00 pm |
Retaliatory Tax 101 (Basic Level) |
| 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 |
| 1:40 pm – 2:45 pm |
TBD |
| 2:45 pm – 3:00 pm |
Break |
| 3:00 pm – 4:15 pm |
Credits/Electronic Filings |
| 4:15 pm – 5:15 pm |
Vendor Introduction |
| 6:30 pm - 8:30 pm |
Reception
(Your traveling companion is welcome to attend this event.) |
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WEDNESday, November 3 |
| 7:30 am - 8:45 am |
Breakfast at The Roxy |
| 8:45 am – 9:00 am |
Conference Announcements |
| 9:00 am – 9:15 am |
Common Acronyms in State Income Taxes |
| 9:15 am – 10:30 am |
2009 Developments in Legislation and Litigation |
| 10:30 am – 10:45 am |
Break |
| 10:45 am – 12:15 pm |
TBD |
| 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:
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| 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 |
| 6:00 pm - 7:30 pm |
Speakers’ Reception |
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THURSday, November 4 |
| 7:30 am – 8:45 am |
Breakfast at The Roxy |
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Breakout Sessions
TBD but topics will include
- Beginning and Advanced Income Tax
- Sales/Use Tax; Life Product Taxation
- Municipal Taxes; Advanced Retaliatory Taxes
- Tax Planning Strategies
- Surcharges & Guaranty Fund Issues
- Dispute Resolution Issues
- Other . . .
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| 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 |
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