Tuesday, June 13, 2023
Recorded, watch anytime
Each session 60 minutes
Watch all of the sessions on state and local tax trends and expectations for 2023.
State surpluses and budgets held up surprisingly well during the last few years, but now macroeconomic headwinds are beginning to change the conversation. Will three years of tax cuts, rebates and relatively little base expansion come to a head in FY24? Is the tax-cutting fervor about to become a fever as long-term outlooks shift dramatically? Learn about where we are going and how to plan for uncertainty.
Brian Kirkell is principal and leader of the state and local tax group in the Washington National Tax office of RSM US LLP. A licensed attorney, he provides advanced technical analysis of state and local tax issues important to middle market businesses. He joined RSM in 2012 and has more than 20 years of experience with state and local tax issues.
David Brunori is senior director of state and local taxes in the Washington National Tax office at RSM US LLP. He has more than 30 years of experience advising clients on state tax policy planning, controversy and policy development.
Mo Bell-Jacobs is a senior manager specializing in state and local taxes in RSM US LLP’s Washington National Tax practice.
A dynamic shift is affecting how taxpayers should approach personal and business income taxes. Lower rates have spread quickly, and pass-through entity elections have been adopted in almost every state. Meanwhile, state legislatures are largely recognizing the unnecessary complexity of corporate income taxes, and they’re looking to shift tax collections to gross receipts or other types of tax regimes. With widespread nexus changes and the slow death of P.L. 86-272, tax planning in the 2020s is a far cry from decades past. Learn what this means for you.
Sherri York, Partner, RSM US LLP
Amol Jain is a principal of tax services for RSM US LLP, with over 11 years of experience in state and local tax. His focus is state income/franchise taxes, serving as the firm’s Southeast region income and franchise leader for digital goods and services.
Sales and use taxes are becoming a larger component of state budgets and a larger risk for businesses. Taxation of the digital economy and blockchain, the unending response to Wayfair, and increasing filing complexity are moving businesses to think more about efficient processes and better risk management. Transaction taxes continue to get more complicated and nuanced. Our SALT transaction tax professionals will discuss how recent developments can affect a business’s bottom line.
Trevor Jones, Manager, RSM US LLP
Tuesday, June 13, 2023
Recorded, watch anytime
Each session 60 minutes
