HalfMoon Education Inc. Knowledge Gets You There

Presenter: Kevin D. Chestnut and 6 more

Recording Date:

Recording Location: Indianapolis, IN

Type: Self Study Products

Product Code: 15317

Product Number: 17 INSTTAXU 8 23 MPDF

State-Specific Continuing Education Info:

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Description:

This learning activity provides up to 6.4 continuing education hours to Indiana attorneys, accountants, and certified financial planners. It is incumbent on each participant to know if this learning methodology qualifies for continuing education credit for their professional license. Refer to specific state rules to determine eligibility, or contact HalfMoon Education for assistance. This activity does not qualify for AIA Learning Units.

How to Use

Downloadable self-study formats are available approximately 5 weeks after the date of the live event. Please allow up to 4 hours to download the audio file. This time varies greatly depending on internet speed.

The downloadable self-study package includes an MP3 format audio recording of a live seminar and a PDF of the manual that was distributed at the seminar. You will be required to download both the audio recording and the manual. The manual contains written materials prepared by the seminar speaker(s).

The audio file contains embedded number codes, which you are required to document and return to HalfMoon if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.

HalfMoon Education guarantees its products. The self-study products are recorded from a live seminar and there are circumstances where an audio recording is not available. HalfMoon will contact you and issue a full refund if the product you ordered is not available. If you are not happy with a product you receive, you can return the product for a full refund. However, refunds will not be issued if completion certificates are requested.

Agenda:

Registration:                    8:00 - 8:30 am

Morning Session:             8:30 am - 12:05 pm

Lunch (On your own):       12:05 - 1:05 pm

Afternoon Session:           1:05 - 4:40 pm


Indiana Department of Revenue Update
Lena N. Snethen, Laura L. Rakaska

   Legal Division – what’s new
      Reorganization and leadership changes
      Changes in the appeals process
      Successful administrative protests
   Audit and Compliance
      Changes within the audit division
      Compliance initiatives
      Hot topics in audit


Indiana Property Taxes
Kevin D. Chestnut

   Real property tax issues and updates
   Personal property assessments and reporting issues
   Personal property law changes
   Contract audits – tips and procedures


Indiana Income Tax Highlights
Nathan J. Hagerman

   Latest income tax legislation
   Review of recent income tax cases
   Updated administrative guidance
   Important Department of Revenue determinations


2017 Indiana Tax Court Update
Hon. Martha B. Wentworth

   History and purpose of the tax court
   What’s new at the tax court?
   Tips for persuasive advocacy
   Tax in the news


Tax Incentives
Sarah Iglehart

   State and local tools
   Challenges and opportunities
   Approval process


Indiana Sales and Use Tax
Jeff Greene

   Sales tax imposition
   Use tax imposition
   Industry-specific issues
      • Manufacturing
      • Retail
      • Transportation
      • Healthcare
      • Hospitality
      • Services
      • Not-for-profits
   Recent developments
   Cases
   Administrative determinations

Speakers:

Kevin D. Chestnut

Kevin D. Chestnut recently formed Chestnut Property Tax Services, LLC. Formerly, he served as a director and practice leader for Ryan, LLC, Thomson Reuters, and Deloitte. He has been involved with real and business personal property tax for more than 30 years. Mr. Chestnut has extensive experience with property tax reduction, administrative appeal representation, strategic tax planning, compliance work audit representation, and testimony. Mr. Chestnut started his career as a field auditor and then director with the Assessment Division of the Indiana State Board of Tax Commissioners (now known as the Department of Local Government Finance). He received a B.S. degree in Accounting from Indiana Wesleyan University. Mr. Chestnut is an active member of the tax committee for both the Indiana Manufacturer’s Association and the Indiana Chamber of Commerce.

Jeff Greene

Jeff Greene currently practices law in his own firm, Jeff Greene Transaction Tax Attorney, LLC. After graduating from Indiana University School of Law, he started his career in state and local tax as a sales tax hearing officer with the Indiana Department of Revenue. Since that time, Mr. Greene worked in a small consulting firm as its Vice President and General Counsel, started the state and local tax practice at Deloitte’s Indianapolis offices, and became a national product leader for Grant Thornton’s automation practice. And, before starting his own practice, he was the national practice leader for Crowe Horwath’s sales and use tax practice. Mr. Greene is active in the Institute for Professionals in Taxation (IPT). He has been a certified member of IPT since 1995 and serves on the certification committee which administers the IPT certification process.

Nathan J. Hagerman

Nathan J. Hagerman is a tax partner with Taft Stettinius & Hollister LLP in Indianapolis and has been practicing in the area of multistate taxation since 1996. He counsels business clients in all area of state and local taxes, including controversies, administrative proceedings, audits, appeals, litigation, and planning. Mr. Hagerman serves as independent advisor to businesses with respect to tax risk management, review of third party tax strategies, and legal review of tax-related transactions and business life events. His experience includes public accounting and law practice, and he managed the tax function of a Fortune 500 insurance company for more than four years. Mr. Hagerman received his law degree from the University of Michigan Law School. He is a member of the taxation sections of the Indiana, Indianapolis, and Michigan Bar Associations.

Sarah Iglehart

Sarah Iglehart is the deputy director at Develop Indy, the full service economic development organization for the City of Indianapolis and Marion County, and a business unit of the Indy Chamber. In her role, Ms. Iglehart serves as the business development liaison to site consultants, the Indiana Economic Development Corporation (IEDC), and the business community. Prior to joining Develop Indy, she worked as a senior project manager for the IEDC. Serving in a business development role, she sold the State of Indiana to site consultants and companies interested in expanding or locating their business in Indiana. Previously, she worked at Crowe Horwath LLP as a senior government consultant where she led the development of four district-level disaster housing plans. While obtaining her bachelor’s degree in Public Affairs from Indiana University, she worked at the Bloomington Economic Development Corporation as a project assistant.

Laura L. Rakaska

Laura L. Rakaska is the executive director of Audit and Compliance Support at Indiana Department of Revenue. She has been with the department for 11 years and oversees the division’s fraud, analytics and compliance efforts as well as all audit support operations. Prior to coming to the department, Ms. Rakaska worked in public accounting for 10 years, primarily in the area of audit and advisory services. She holds a bachelor’s degree in Accounting from Franklin College and is an active CPA.

Lena N. Snethen

Lena N. Snethen is deputy general counsel at the Indiana Department of Revenue. Her duties include oversight of the Appeals Section which is charged with addressing individual and business challenges to assessments, audit results, refund denials, and the Department’s interpretation of Indiana’s 47 “listed taxes.” Ms. Snethen attended the Maurer School of Law at Indiana University, graduating in 2003. After stints in estate planning and civil liberties work, she joined the Department’s Legal Division in 2007 as senior hearing officer. In 2015, after a year litigating tax cases as an Indiana Deputy Attorney General, she returned to the Department to head the Appeals Section as Assistant General Counsel.

Hon. Martha B. Wentworth

Hon. Martha B. Wentworth was appointed judge of the Indiana Tax Court by Governor Mitch Daniels in 2011. Judge Wentworth has over 25 years of experience in all areas of multistate taxation, beginning as law clerk to her predecessor, the Honorable Thomas G. Fisher, then practicing law at Hall, Render, Killian, Heath, and Lyman P.S.C. in Indianapolis, and finally as tax director at Deloitte Tax LLP, where she led Deloitte’s Indiana Multistate Tax Group. Prior to her legal/tax career, she spent 13 years in Indiana business. Judge Wentworth holds B.S., M.S., and J.D. degrees cum laude from Indiana University – Bloomington. She has taught state and local taxation for 18 years variously at Indiana University’s Kelley School of Business in Bloomington and the McKinney and Maurer Schools of Law. Judge Wentworth has served on the tax committees of the Indiana Chamber of Commerce and the Indiana Manufacturer’s Association. She is past Chair of the Indiana State Bar Taxation Committee and a member of its tax council, where she continues to host its Indiana State Taxation Reception. In 2016, Judge Wentworth became a member of the ABA SALT executive council judges panel. She served from 2012 to 2015 as Chair of the Pro Bono Commission and member of the Board of Directors of the Indiana Bar Foundation, and she is a Life Fellow. In 2015, she received the Randall T. Shepard Award for Excellence in Pro Bono and currently serves as a member of the Indiana Supreme Court’s Coalition for Court Access. In September, she was honored to be named by the Lincoln Institute of Land Policy and the National Conference of State Tax Judges as 2017 State Tax Judge of the year.