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

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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

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For attorneys: West Virginia Continuing Legal Education credits pending. 

For CPAs: West Virginia Continuing Professional Education credits pending. 

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