Preliminary Program
Sunday, June 6
1:00
p.m. – 7:00 p.m. Registration
7:30
p.m. – 9:30 p.m. Opening Reception (Ristorante
Bella Vista)
(Bella
Vista is a short walk from the Westin.
Shuttle busses will also be available.)
Monday, June 7
7:30
a.m. – 5:00 p.m. Registration
7:30
a.m. – 8:30 a.m. Continental Breakfast
Commissioners
Only Breakfast
8:30
a.m. – Noon GENERAL
SESSION
Presiding: Stephen
M. Cordi, Deputy Comptroller, Maryland Comptroller of the Treasury,
and President, Federation of Tax Administrators
Welcome to Providence
California
Efforts to Combat Abusive Tax Avoidance Transactions
Representative,
California Franchise Tax Board
Thinking
Strategically About Tax Compliance
Andrew Eristoff, Commissioner, New York State Department of Taxation
and Finance
Multistate Tax Commission Compliance Project
Representative, Multistate Tax Commission
Streamlined
Sales Tax Update
TBD
Noon – 1:45
p.m. FTA
President’s Awards Luncheon
Presentation: Compliance
Award
Management
Award
Leadership and Service Award
Keynote
Speaker: The Honorable Mark W. Everson, Commissioner,
Internal Revenue Service
2:00
p.m. – 5:15 p.m. CONCURRENT
SESSIONS
Technology
Panel:
Experience with State Digital Filing Mandates
Loren Chumley, Tennessee Department of Revenue
Cheryl Sullivan,
Wisconsin Department of Revenue
King Woolf, Trustfile
Alan LeBovidge, Massachusetts Department of Revenue
Floyd Schmitzer, Michigan Department of Treasury
Predictive
Modeling and Earned Income Tax Credit
Tom Heinz, New York State Department of Taxation and Finance
Legal and Tax Policy
Recent
Developments in State Tax Case Law
Marilyn
Wethekam, Horwood, Marcus & Berk, Chicago, Illinois
California's
Treatment of Tax Shelters
Representative
of the California Franchise Tax Board (Invited)
Panel: Emerging Online Sales and Use Tax Issues
Moderator: Marshall Stranburg, Florida Department of Revenue
(Invited)
Panel:
SSTP Intrastate Sourcing Issues
Moderator: Loren
Chumley, Tennessee Department of Revenue
Compliance
Panel:
Compliance Roundup
North Carolina’s Project Compliance
John
Sadoff, North Carolina Department of Revenue (Invited)
Plain and Doable
Patrick
Carter, Delaware Division of Revenue
Tax Compliance Checks
Bob Geruso,
Rhode Island Division of Taxation
FTA Compliance Award Co-Winner
Pennsylvania’s Pass-through Unit
Bob Coyne and Kevin Milligan, Pennsylvania
Department of Revenue
FTA Compliance Award Co-Winner
Data-Driven Decisions
Ralph
Osgood, Washington State Department of Revenue
National
Overview of State Use Tax Activities
Delena Bratton, ACS
Management
Where
to Look for Savings
Billy Hamilton, Texas Office of the Comptroller
Simplified Withholding Initiative
Dan John, Idaho Tax Commission
Don Hoffman, Montana Department of Revenue (invited)
Providing Online and Self-Service to Employees
Deborah Dammer and Kiaran Johnson, New York State Department of
Taxation and Finance
Management Award Winner
Organizatin Development Initiative: Integration, Innovation and
Involvement
Wendy Fraser, Washington State Department of Revenue
Tuesday, June 8
7:30
a.m. – 5:00 p.m. Registration
7:30
a.m. – 8:30 a.m. Continental Breakfast
Commissioners
Only Breakfast
8:30
a.m. – Noon GENERAL
SESSION
Presiding: Mary
Jane Egr, Commissioner, Nebraska Department of Revenue and First
Vice President, Federation of Tax Administrators
Technology
and the Future of Tax Administration
Karla
Pierce, Microsoft Corporation, Washington, D.C.
Federal
Tax Policy and the States
Leonard
E. Burman, Urban Institute, Washington, D.C.
VOIP: What
Is It and What Do You Need to Know?
James
B. Ramsay, National Association of Regulatory Utility Commissioners,
Washington, D.C.
What’s
Ahead for the U.S. Economy
Mark
Zandi, Economy.com, West Chester, Penn.
Invitation
to FTA 2005, San Antonio, Texas (June 12-15, 2005)
Billy
Hamilton, Texas Office of the Comptroller
Noon – 1:30
p.m. Lunch
- on your own
1:30
p.m. – 5:00 p.m. CONCURRENT
SESSIONS
Technology
New
Integrated Tax System
Lynette States, Arizona Department of Revenue
New
Era in Benefits Funding
Karla Pierce, Microsoft
Paul Raciopo, IBM
Alternative
Method for Implementing 2-D Bar Code Filing
Stan
Farmer, Missouri Department of Revenue
GPS/Route
Management Enhancements for Wireless-Based Compliance
Albert
Perez, Texas Office of the Comptroller
Tips
on Implementing Tax Jurisdiction Sourcing Databases
Tim
Blevins, Kansas Department of Revenue
Stan
Farmer, Missouri Department of Revenue
Legal and Tax Policy
States'
Problems with the Internet Tax Freedom Act
Matt
Tomalis, Federation of Tax Administrators, Washington, D.C.
Issues
Presented by the Federal BAT Nexus Bill
Frank
Katz, Multistate Tax Commission, Santa Fe, New Mexico (Invited)
Panel:
Reducing Tensions Between Taxpayers and Tax Agencies
Moderator: Doug
Lindholm, Council on State Taxation, Washington, D.C.
Compliance and Management
A
Change In Direction: Repairing Local Relationships
Lewis Easterly, Alabama Department of Revenue
Multiple
Uses for a UPC Matrix Database
Richard Schrader, New Jersey Division of Taxation
Improving
Tax Administration Through Stakeholder Survey Data Analysis
David Mader, Sirota Consulting, Washington, D.C.
Tax Compliance Automation
Diana DiBello and Dick Eppleman, Vertex
Wednesday, June 9
7:30
a.m. – 8:30 a.m. Continental
Breakfast
8:30
a.m. – 9:00 a.m. FTA
Business Meeting
9:00
a.m. – Noon GENERAL
SESSION
Presiding: Stephen
M. Cordi, Deputy Comptroller, Maryland Comptroller of the Treasury,
and President, Federation of Tax Administrators
The
(Sad) State of State Budgets
Scott
Pattison, National Association of State Budget Officers, Washington,
D.C.
Tax
Reform in the Commonwealth
Kenneth
W. Thorson, Commissioner, Virginia Department of Taxation (Invited)
Federal
Legislation Affecting the States
Harley
Duncan, Federation of Tax Administrators, Washington, D.C.
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