West Virginia Tax Institute, Inc.
2023 West Virginia Tax Institute Schedule
SUNDAY, OCTOBER 22, 2023
3:00pm–4:00pm Registration
4:00pm–6:00pm Tax Updates
David R. Croft, Esq.
Member
Spilman Thomas & Battle, PLLC
6:00pm–8:00pm Reception
MONDAY, OCTOBER 23, 2023
7:00am–8:00am Breakfast (provided)
8:00am–9:00am Professional and Ethical Considerations in Tax Practice
Steven S. Robey, CPA, CGMA
Retired Partner
Baker Tilly US, LLP
9:00am–9:50am Artificial Intelligence: Godsend or Apocalypse
Jeffrey K. Brandt
Chief Information Officer
Jackson Kelly PLLC
9:50am–10:00am Break
10:00am–11:00am Panel Discussion
Paul G. Papadopoulos, Esq.
Member
Spilman Thomas & Battle, PLLC
Craig A. Griffith, Esq.
Partner
Frost Brown Todd LLP
Kevin A. Highlander, CPA
Partner
Baker Tilly US, LLP
11:00am–12:00pm Advanced Estate Administration in West Virginia
Steven F. Luby, Esq.
Member
Steptoe & Johnson PLLC
12:00pm–1:00pm Lunch (provided)
1:00pm–1:30pm SALT Workaround and Pass-Through Entity Tax
Robert G. Tweel, Esq.
Managing Member
Jackson Kelly PLLC
1:30pm–2:30pm Panel Discussion – SALT Workaround and Pass-Through Entity Tax
Kevin A. Highlander, CPA
Partner
Baker Tilly US, LLP
J. Marlin Witt, CPA, CFP, CGMA
Partner
Baker Tilly US, LLP
Robert G. Tweel, Esq.
Managing Member
Jackson Kelly PLLC
Floyd M. “Kin” Sayre, Esq.
Partner
Bowles Rice LLP
Stacy L. Acree
Director of Tax Account Administration
WV State Tax Department
2:30pm–5:30pm Free Time: Enjoy Morgantown!
5:30pm–6:30pm Social Hour
6:30pm–8:00pm Dinner (provided)
TUESDAY, OCTOBER 24, 2023
7:00am–8:00am Breakfast (provided)
8:00am–8:30am Tax Administration and Policy Developments
Matthew R. Irby, Esq.
WV Tax Commissioner
WV State Tax Department
8:30am–9:00am WV State Budget Issues and Outlook on Tax Revenues
Mark B. Muchow
Deputy Secretary of Revenue
WV Department of Revenue
9:00am–9:20am New Tax Credits for Property Taxes Paid – HB 2526
Catherine L. “Lorrie” Mitchell
Assistant Director of Taxpayer Services Division
WV State Tax Department
9:20am–9:40am Statutory Authority and Procedures of the Office of the Taxpayer Advocate
Sara M. Sikorovsky
Tax Resolution Officer
WV State Tax Department
9:40am–10:00am Enforcement of Tax Laws Related to Cannabis, CBD, Kratom, and Vape Liquids
R. Derek Walker
Assistant Deputy Commissioner of Compliance and Enforcement / Special Investigator
WV State Tax Department
10:00am–10:30am Effect of Tax Revenue Goals and Projection on Tax Policy
Dave Hardy, Esq.
Secretary of Revenue
WV Department of Revenue
10:30am–10:45am Break
10:45am–11:15am WV Circuit Court and Supreme Court Cases Decided Over the Last 12 Months and Pending Cases of Interest
Sean M. Whelan, Esq.
Deputy Attorney General, Director, Tax & Revenue Division
WV Office of the Attorney General
11:15am–11:45am WV Office of Tax Appeals Cases Decided Over the Last 12 Months and Property Tax Changes
A. M. “Fenway” Pollack
Chief Administrative Law Judge
WV Office of Tax Appeals
11:45am–12:15pm Legislative and Regulatory Update
Stephen B. Stockton, Esq.
Managing Attorney, Technical Section, Level Division
WV State Tax Department
12:15pm Conclusion of 2023 Program
For attorneys: West Virginia Continuing Legal Education credits pending.
For CPAs: West Virginia Continuing Professional Education credits pending.