Agenda

47th National Premium Tax Conference
Naples, Florida
November 4th – 7th, 2019 

The Steering Committee would like to welcome you to this year’s National Premium Tax Conference. In your packet you will find the following items:
Attendee List
Agenda and Breakout Schedule
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 Bill Chelchowski Jessica Fahey
Josie Lowman Lisa Gates McCalla Fran O’Loughlin Mike Palm
George Ryan Bob Sartori David Sutera

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Monday, November 4

  • 6:30 pm – 9:30 pm — Registration
  • 7:00 pm – 9:30 pm — Reception @ The Naples Beach Hotel & Golf Club
    • ( Your traveling companion is welcome to attend this event)

Tuesday, November 5

While all are welcome, Tuesday’s 8:30 am – 11:15 am sessions are geared towards practitioners with 2 years or less experience.

The remaining sessions are intended for all levels of expertise.

  • 8:00 am – 5:30 pm — Registration
  • 7:00 am – 8:30 am — Breakfast
  • 8:30 am – 9:45 am — Beginning Premium Tax (Basic Level)
  • 9:45 am – 10:00 am — Break
  • 10:00 am – 11:15 am — Beginning Retaliatory Tax (Basic Level)
  • 11:15 am – 11:30 am — Break
  • 11:30 am – 12:30 pm — Municipal Tax
  • 12:30 pm – 1:30 pm — Lunch
  • 1:30 pm – 2:00 pm — Opening Session / Announcements
  • 2:00 pm – 3:00pm — History of Insurance Taxation and Key Court Cases
  • 3:00pm – 3:15pm — Break
  • 3:15 pm – 4:45 pm — 2019 Developments
  • 4:45 pm – 5:45 pm — Vendor Fair

Wednesday, November 6 

  • 7:00 am – 8:30 am —  Breakfast
  • 8:30 am – 9:30 am — Electronic Filing
  • 9:30 am – 9:45 am — Break
  • 9:45 am – 11:00 am — Roundtable Discussions
  • 11:00 am – 11:15 am — Break
  • 11:15 am – 12:30 pm — Roundtable Discussions
  • 12:30 pm – 2:00 pm — Lunch
  • 1:15 pm – 2:00 pm — Lunch Keynote / Compensation and Retirement
  • 2:00 pm –                   — Networking Events

Thursday, November 7 

Breakout Sessions All Day

  • 7:00 am – 8:30 am — Breakfast
  • Breakout Sessions
    Start End Description
    8:30 am 9:30 am Session 1
    9:30 am 9:45 am Break
    9:45 am 10:45 am Session 2
    10:45 am 11:00 am Break
    11:00 am 12:00 pm Session 3
    12:00 pm 1:00 pm LUNCH
    1:00 pm 2:00 pm Session 4
    2:00 pm 2:15 pm Break
    2:15 pm 3:15 pm Session 5
    3:15 pm 3:30 pm Break
    3:30 pm 4:30 pm Session 6

Breakout Sessions

  • Advanced Retaliatory Tax
  • Annuity Tax and Life GFA
  • Surcharges and PC GFA
  • Tritech
  • Federal Income Tax
  • Beginning State Income Tax
  • Advanced State Income Tax
  • National Trends in SALT
  • Sales/Use Tax
  • Audits [procedure and audits]
  • Stat Accounting – Credits
  • Provisions [income and premium]
  • Robotics / AI
  • Tax Research & Resources
  • Taxation of Unauthorized Insurers
  • Open Forum
  • Tax Credits