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Presenter: Kevin D. Chestnut and 9 more

Seminar Date:

Seminar Location: Indianapolis, IN

Indianapolis Marriott East
7202 East 21st Street
Indianapolis, IN 46219
Phone: 317-352-1231

This seminar is closed or full.

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

Credit Information:

Who Should Attend

  • Accountants/CPAs
  • Attorneys
  • Certified Financial Planners

Accountants
     8.0 CPE Hours

Indiana Attorneys
     6.7 CLE Hours

Certified Financial Planners
     8.0 CE Hours


Continuing Education Credit Information

This seminar is open to the public and offers accountants 8.0 intermediate level CPE hours in the area of taxation. The Indiana Board of Accountancy accepts courses from providers that are members of NASBA’s National Registry of CPE Sponsors. A basic understanding of taxes is recommended and no advance preparation is required.

HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Complaints can also be directed to Doug Chapman at doug@halfmoonseminars.org. Sponsor No. 103015.

HalfMoon Education is an Indiana-approved CLE provider for attorneys, and this course is approved for 6.7 general CLE hours.

HalfMoon Education Inc. is a CFP Board-Registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 hours of continuing education credit for the completion of this seminar.

Attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

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.

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 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.

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 work closely with companies across the country to maximize state and local incentive packages and make fully informed, data-driven location decisions. In her role, she 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.

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.

Tuition Costs:

Standard Tuition: $299.00
Online Tuition (pre-registration): $299.00
Group Prices
3 or more People: $279.00

Each registration includes one copy of a manual prepared by the seminar speakers.