HalfMoon Education Inc. Knowledge Gets You There

Presenter: Kevin D. Chestnut and 9 more

Recording Date:

Recording Location: Indianapolis, IN

Type: CD/Manual Package

Product Code: 15458

Product Number: 18 INSTTAXU 9 12 CDMN EB

State-Specific Continuing Education Info:

Description:

This audio recording is approximately 8 hours in length and is available for $249 (including shipping). Please refer to specific state licensing rules or certification requirements to determine if this learning method is eligible for continuing education credit.

How to Use

HalfMoon will mail you these materials via USPS. Please allow 5 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 5 weeks from the date of the live seminar.

The CD/Manual package includes an audio recording of a live seminar on CDs, along with a bound copy of the manual that was distributed at the seminar. The manual contains written materials prepared by the seminar speaker(s).

The CDs contain 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 
   Update on new appeals process 
   Appeals trends
   Audit and compliance 
   Initiatives and hot topics


Indiana State Tax Implications of Federal
Tax Reform 
Stephen J. Madden, Jeffrey M. Raney

Indiana Property Taxes 
Kevin D. Chestnut

   Real property tax issues and updates
   Personal property assessments and reporting issues
   Personal property issues and updates
   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


2018 Indiana Tax Court Update 
Hon. Martha B. Wentworth

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


Tax Incentives 
Alexis M. Sowder, Amy McDonald

   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 is the president of Chestnut Property Tax Services, LLC. Formerly, he served as a director and practice leader for the Indianapolis office of 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 and administrative appeal representation, assisting clients with strategic tax planning, compliance work including the preparation of all business personal property tax forms and applications, 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. 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 in 1988. 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. 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. Mr. Greene is a frequent speaker on multistate sales and use tax issues and sales tax process improvement.

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 3rd party tax strategies, legal review of tax-related transactions and business life events. His experience includes public accounting and law practice in Indianapolis, and he also managed the tax function of a Fortune 500 insurance company headquartered in Indiana for more than four years. Mr. Hagerman received his law degree from the University of Michigan Law School and his undergraduate degree from Purdue University. He is a member of the taxation sections of the Indiana, Indianapolis, and Michigan Bar Associations. Mr. Hagerman has presented before the Indiana and Indianapolis bar associations, The Council On State Taxation (COST), the Multistate Executives Tax Roundtable, the Institute of Management Accountants, the Tax Executives Institute, and several national multistate conferences on various state and local taxation matters.

Stephen J. Madden

Stephen J. Madden is senior counsel for tax policy at the Indiana Department of Revenue. In this role, he assists in the formulation of policy positions, legislative proposals, taxpayer guidance, and the interpretation of statutory provisions. Mr. Madden has been with the Department for just over three years. He previously worked in Washington, D.C., at the International Trade Administration, the National Telecommunications and Information Administration, and as a congressional staffer. He earned a bachelor’s degree in Economics with a cognate in history from the University of Illinois and a law degree from the University of Missouri.

Amy McDonald

Amy McDonald is a programs manager with KSM Location Advisors. She specializes in providing comparative analysis with tax and other incentive programs between competing state and local jurisdictions and provides support with ongoing compliance of programs. She is also a manager in Katz, Sapper & Miller’s State and Local Tax Group. She is a member of the American Institute of Certified Public Accountants and the Indiana CPA Society.

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.

Jeffrey M. Raney

Jeffrey M. Raney is Indiana Department of Revenue policy andprocedure analyst. He has worked for the Department since1999 and has worked in the Tax Policy Division since 2013. Priorto that, Mr. Raney worked as an attorney with the Department’sInheritance Tax Section and later the Appeals Section within theDepartment’s Legal Division. He earned a Bachelor of Arts Degreein Economics and Political Science from Indiana University-Bloomington and a law degree from the Indiana UniversityMcKinney School of Law.

Lena N. Snethen

Lena N. Snethen is deputy general counsel at the Indiana Department of State Revenue where she oversees the Appeals Section. The Appeals Section 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.” During the 1990s, she worked in higher education fundraising where she helped a team at DePauw University raise over $375 million, breaking records for a liberal arts school that size. 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.

Alexis M. Sowder

Alexis M. Sowder is a multistate project manager at KSM Location Advisors. Part of the Katz, Sapper & Miller Network, KSM Location Advisors works closely with companies across the country to maximize state and local incentive packages and make fully informed, data-driven location decisions. In her role, Ms. Sowder assists in the execution of projects, working with clients and economic development officials for both incentive and location advisory assignments. Prior to joining the firm, she worked at Cushman & Wakefield, most recently as manager, where she supported the advancement of their national brokerage practice groups. Ms. Sowder received a bachelor of arts degree in Journalism from Indiana University and a master of business administration degree from Indiana University’s Kelley School of Business in Indianapolis.

Hon. Martha B. Wentworth

Hon. Martha B. Wentworth was appointed Judge of the Indiana Tax Court by Governor Mitch Daniels in 2011. She has 29 years of experience in all areas of multistate taxation, beginning as law clerk to her predecessor, the Honorable Thomas G. Fisher; practicing law at Hall, Render, Killian, Heath, and Lyman P.S.C. in Indianapolis; and 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. and M.S. degrees, and a J.D. degree cum laude, from Indiana University – Bloomington. She has taught state & local taxation for 19 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 a member of the American, Indiana, Florida, and Indianapolis bar associations and the Indiana Judge’s Association. She is past chair of the Indiana State Bar Taxation Committee and a longtime 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 judge’s 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 was honored to receive 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. In 2018, the Board of Regents of the American College of Tax Counsel elected Judge Wentworth as a fellow of the College.