Washington State Tax Conference 2021 WEBCAST

Wednesday, June 2 8:00am - 5:00pm PDT

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Member Price $259.00

Non-Member Price $359.00

Overview

Register today for the Washington State Tax Conference!

2021 brings changes in the federal administration, global pandemic, and the economy. Legislators are considering how to protect the future economy. Get updates on Washington state tax laws and Department of Revenue activities along with other significant tax changes as a result of this year’s legislative session.

Highlights

Washington state tax laws. Department of Revenue activities. Significant tax changes.

Prerequisites

None.

Designed For

CPAs and Washington State tax practitioners.

Objectives

Get updates on Washington state tax laws and Department of Revenue activities along with other significant tax changes as a result of this year’s legislative session.

Preparation

None.

Notice

This event features reduced virtual-event pricing. Find all events with virtual-event pricing here. For additional discounts, view our Value Programs

Wednesday, June 2

General Session

3:05am - 3:15am PDT Break

General Session

7:40am - 8:00am PDT Welcome Screen

General Session

8:00am - 8:05am PDT Welcome and Announcements

General Session

8:05am - 9:20am PDT Washington Legislative Update

Mark Hugh President & Owner, Mark Hugh PLLC

Mark Hugh

4.98 stars out of 5 - speaker rating for 2019

“Mark Hugh is top notch. I love his presentations.”
“I love Mark’s ethics class. I have been attending for years!”
“Excellent speaker.” - past attendees

Mark Hugh, CPA, is the principal of Mark Hugh PLLC. He is a frequent trainer and speaker regarding state and local tax issues. His work includes planning and tax reporting reviews for a variety of organizations. He has represented hundreds of taxpayers before state and local agencies. He was the 2011-2012 board chair of the WSCPA. He was also a member of the AICPA Council, the governing body of the American Institute of Certified Public Accountants.

Mark teaches many CPE courses for the WSCPA on Washington State ethics and Washington taxation. He is also available to teach in-house Washington State ethics presentations for company CPE needs.

General Session

9:20am - 9:30am PDT Break

General Session

9:30am - 10:20am PDT The Tax War on High Tech

Stephen Kranz Partner, McDermott Will & Emery LLP

Stephen Kranz

Stephen (Steve) Kranz is a tax lawyer who solves tax problems differently. Over the course of his extensive career, Steve has acquired specific skills and developed a unique approach that helps clients develop and implement holistic solutions to all varieties of tax problems. He combines strategic thinking with effective skills for the courtroom, the statehouse and the conference room.

General Session

10:20am - 10:25am PDT Break

General Session

10:25am - 11:40am PDT Multi State Income Tax

Kimberly Lohr

Kimberly Lohr

Kimberly Lohr has more than 24 years of experience, with most of those years focused entirely on State and Local Taxes (SALT). She has worked for several multi-national companies including several Fortune 500 companies, a mid-size public accounting firm and for a state tax authority. Kim works primarily on multi-state income tax matters including nexus, allocation and apportionment, business/non-business income, audit defense and voluntary disclosures in a wide variety of industries. She is focused on identifying opportunities and providing practical solutions to complex state issues. Kim enjoys working in SALT due to the complexity of the field and its ever-changing nature. Most recently, she has been focusing on the new federal tax law and closely monitoring how the changes will affect each state. When she’s not working with state taxes, Kim enjoys spending time with her husband and son. She enjoys taking family trips to destinations including Europe, Mexico and the Caribbean, but her absolute favorite place in the world to visit is Disney World.

Mark Hawkins Senior Manager, Moss Adams (Consulting Group)

Mark Hawkins

Mark Hawkins is a senior manager in Moss Adams State and Local Tax Practice. He has consulted in state and local tax matters since 2001. Mark provides tax advisory services to clients in a wide array of industries including retailing, manufacturing, automotive, transportation, and financial services. Mark assists clients in analyzing the state tax implications of business reorganizations and other transactions. Mark also assists clients in their state and local tax compliance functions as well as during audits and examinations and represents them in administrative proceedings with state departments of revenue and taxation. Mark holds a BA from the University of Washington and a JD from Ohio State University.

General Session

11:40am - 12:10pm PDT Lunch

General Session

12:10pm - 1:10pm PDT Panel: Importance of ASC 450 - M&A Succeccorship and State Tax Implications

Rachel Le Mieux

Rachel Le Mieux

Rachel Le Mieux, CPA, CMI, has been practicing in state and local taxes since 1985. She is a CPA and a certified member of the institute (CMI) for professionals in state and local taxation. She consults with clients in a broad range of industries on state and local tax issues involving sales and use taxes, gross receipts taxes, income taxes, and other miscellaneous taxes. Prior to joining Peterson Sullivan, Rachel was the partner in charge of the Seattle office of a worldwide tax consulting firm. Early in her career, she worked for over 10 years at the Washington State Department of Revenue as a legislation and policy specialist. A member of the AICPA and the WSCPA, she is a member of the board of directors and the tax and fiscal policy council of the Association of Washington Business.

Bob Heller Shareholder/Attorney, Clark Nuber PS

Bob Heller

As shareholder in charge of the firm’s state and local tax practice, Bob has over twenty-six years of experience in Washington State, multistate, and state tax controversy client matters. Bob provides advisory services to clients in healthcare, life sciences, high-tech, e-commerce, manufacturing, real estate and other industries. Having also served as the Senior Assistant Director for Tax Policy at the Washington Department of Revenue, Bob brings a unique perspective to tax consulting. Bob is a regular conference speaker on topics related to state and local taxation and is on the faculty of the Summer Tax Institute, Center for State and Local Taxation at the University of California Davis.

General Session

1:10pm - 1:20pm PDT Break

Breakout Session

1:20pm - 2:10pm PDT Concurrent Session A01 | City of Seattle Payroll Tax

Nicole Bryant Principal, Grant Thornton LLP (Seattle)

Nicole Bryant

Nicole Bryant is a principal based in Grant Thorton’s Seattle office focusing on helping clients with a variety of indirect tax issues, including multistate sales and use tax nexus and taxability, Washington B&O tax, mergers and acquisitions, and audit defense and appeals. These projects provide many benefits to clients including an increased understanding on the impact of intercompany transactions, complex taxability analyses to support compliance, defense of aggressive state tax positions, and recovery of unclaimed incentives and credits. Practicing primarily in: state and municipal B&O tax, M&A due diligence, ASC 450, digital products, sales tax nexus expansion, supply chain feasibility, and e-commerce tax issues. Her clients are primarily from the manufacturing, high technology, telecommunications, e-commerce, service, and retail industries.

1:20pm - 2:10pm PDT Concurrent Session A02 | Oregon Corporate Activity Tax Update

Scott Schiefelbein

Scott Schiefelbein

Scott consults on a range of multistate tax issues—particularly those arising from federal tax reform and apportionment of income—and assists clients with tax controversies. As the firm’s West region representative for Washington National Tax-Multistate and as jurisdictional technical lead for Oregon, Idaho, and Alaska, Scott has advised clients on a range of tax issues, including but not limited to navigating changing apportionment regimes, addressing issues of unitary business relationships, and taxability analyses for transaction taxes. Scott assists clients with ruling requests with state tax agencies and representing taxpayers in audits in several states as well as before the Oregon Tax Court—Magistrate Division. Scott also leads Deloitte’s Portland Multistate Tax practice and is a member of the Oregon State Bar Taxation Section Laws Committee.

Scott is a frequent speaker at programs sponsored by Deloitte, Tax Executive Institute, Institute for Professionals in Taxation, Oregon State Bar, and Council on State Taxation. Scott also speaks at academic institutions and before state tax organizations such as the Oregon Society of CPAs, the Idaho Taxpayers Association and the Taxpayers’ Federation of Illinois. His articles have appeared in State Tax Notes and the Oregon State Bar Taxation Section Newsletter.

Scott holds a BA with honors and highest distinction in history from University of North Carolina at Chapel Hill and a JD from Duke University School of Law.

General Session

2:10pm - 2:15pm PDT Break

Breakout Session

2:15pm - 3:05pm PDT Concurrent Session B01 | Automate Your Tax Workflow

Donny Shimamoto

Donny Shimamoto

Donny Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a CPA consultancy focused on organizational development and advisory services for the middle market. An active CPA, Certified Information Technology Professional (CITP), and Chartered Global Management Accountant (CGMA), Donny is a recognized national expert in IT management and international author/speaker on business intelligence initiatives. Donny helps many organizations by bridging accounting and IT to strengthen organizational governance and risk management, improve business processes through IT, and increase the effectiveness of decision-making through business intelligence and evidence-based management. Donny is chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council and Assurance Services Executive Committee. He has worked on several international collaborations between the AICPA and CIMA related to business intelligence and is also a frequent speaker on how management accountants can help add value to their organizations. Donny was recognized as a Top Thought Leader in Public Accounting by CPA Practice Advisor in 2012, 2013 & 2014, named a Top 100 Most Influential People by Accounting Today in 2013, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, on CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009, and was also a Hawaii Top High Tech Leader in 2004.

2:15pm - 3:05pm PDT Concurrent Session B02 | TBD

General Session

3:15pm - 4:05pm PDT New Taxes and Challenges that States are Experiencing

Joe Crosby

Joe Crosby

Joe serves as MultiState’s CEO. He is involved in all aspects of the firm’s efforts to help clients resolve the challenges they face in the state and local government arena, with a concentration on providing strategic counsel, identifying and deploying political assets, and advancing tax policy objectives.

Prior to joining MultiState in 2011, Joe was with the Council On State Taxation (COST) for more than a decade, ending his tenure there as COO & senior director, policy. Joe has also served as national director of state legislative services for Ernst & Young LLP; vice president with a state legislative tracking firm; and director of a grassroots canvass operation in California.

Joe is a nationally recognized expert on state and local business tax policy. He was identified by State Tax Notes as the “single most influential person in state taxation” and named as the publication’s inaugural Person of the Year. Joe is routinely quoted in trade and national publications on tax policy matters, has regularly testified before state legislatures, the U.S. Congress, and other state and national policy-making bodies, and has given hundreds of presentations to local, regional, and national business groups.

Joe is past president of the State Government Affairs Council, the premier national association for multistate government affairs executives, and he served on the board of the Washington Area State Relations Group. He earned his bachelor’s degree in history from Loyola Marymount University in Los Angeles and completed graduate course work in economic policy at American University in Washington.

Morgan Scarboro

Morgan Scarboro

Morgan joined MultiState in 2018 and currently serves as Manager, Tax Policy and Economist. Morgan uses her expertise in state tax policy to advise clients on policy trends, manage state advocacy coalitions, and track corporate income tax legislation across the country.

Morgan is a frequent panelist for state tax policy events and updates. She has presented to a wide range of groups, ranging from tax expert audiences at the National Conference of State Legislatures’ State and Local Tax Task Force, general business communities at various state Chambers of Commerce, and government affairs professionals at groups like Washington Area State Relations Group, State Government Affairs Council, and Women in Government Relations. She enjoys the chance to present technical tax topics in an engaging, interesting way. Additionally, Morgan’s work has been cited in national and state-based publications, including the Associated Press, CNN Money, Law 360, NPR, Politico, State Tax Notes, and The Washington Post.

Morgan seeks to be creative whenever she can, whether it’s in developing client materials, creating coalitions, or engaging with the government relations community. She is a co-chair of the Women in Government Relations’ State Relations Task Force.

Prior to MultiState, Morgan worked as a Policy Analyst at the Tax Foundation. She holds a bachelor’s degree in economics and a minor in political science from Georgia College & State University. Seeking to further her technical tax knowledge, Morgan also earned a certificate in State and Local Taxation from Georgetown Law in 2020. Morgan lives in Washington, DC, with her fiancé, three-legged dog (Milo), and cat (Pepper).

General Session

4:05pm - 4:15pm PDT Adjourn and Survey

Leader(s):

Leaders

Bob Heller

As shareholder in charge of the firm’s state and local tax practice, Bob has over twenty-six years of experience in Washington State, multistate, and state tax controversy client matters. Bob provides advisory services to clients in healthcare, life sciences, high-tech, e-commerce, manufacturing, real estate and other industries. Having also served as the Senior Assistant Director for Tax Policy at the Washington Department of Revenue, Bob brings a unique perspective to tax consulting. Bob is a regular conference speaker on topics related to state and local taxation and is on the faculty of the Summer Tax Institute, Center for State and Local Taxation at the University of California Davis.

Return to Top

Donny Shimamoto

Donny Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, a CPA consultancy focused on organizational development and advisory services for the middle market. An active CPA, Certified Information Technology Professional (CITP), and Chartered Global Management Accountant (CGMA), Donny is a recognized national expert in IT management and international author/speaker on business intelligence initiatives. Donny helps many organizations by bridging accounting and IT to strengthen organizational governance and risk management, improve business processes through IT, and increase the effectiveness of decision-making through business intelligence and evidence-based management. Donny is chairman of the AICPA’s Information Management and Technology Assurance Executive Committee, and former member of its Governing Council and Assurance Services Executive Committee. He has worked on several international collaborations between the AICPA and CIMA related to business intelligence and is also a frequent speaker on how management accountants can help add value to their organizations. Donny was recognized as a Top Thought Leader in Public Accounting by CPA Practice Advisor in 2012, 2013 & 2014, named a Top 100 Most Influential People by Accounting Today in 2013, received the 2009-2010 President’s Award from the Hawaii Society of CPAs, on CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009, and was also a Hawaii Top High Tech Leader in 2004.

Return to Top

Joe Crosby

Joe serves as MultiState’s CEO. He is involved in all aspects of the firm’s efforts to help clients resolve the challenges they face in the state and local government arena, with a concentration on providing strategic counsel, identifying and deploying political assets, and advancing tax policy objectives.

Prior to joining MultiState in 2011, Joe was with the Council On State Taxation (COST) for more than a decade, ending his tenure there as COO & senior director, policy. Joe has also served as national director of state legislative services for Ernst & Young LLP; vice president with a state legislative tracking firm; and director of a grassroots canvass operation in California.

Joe is a nationally recognized expert on state and local business tax policy. He was identified by State Tax Notes as the “single most influential person in state taxation” and named as the publication’s inaugural Person of the Year. Joe is routinely quoted in trade and national publications on tax policy matters, has regularly testified before state legislatures, the U.S. Congress, and other state and national policy-making bodies, and has given hundreds of presentations to local, regional, and national business groups.

Joe is past president of the State Government Affairs Council, the premier national association for multistate government affairs executives, and he served on the board of the Washington Area State Relations Group. He earned his bachelor’s degree in history from Loyola Marymount University in Los Angeles and completed graduate course work in economic policy at American University in Washington.

Return to Top

Kimberly Lohr

Kimberly Lohr has more than 24 years of experience, with most of those years focused entirely on State and Local Taxes (SALT). She has worked for several multi-national companies including several Fortune 500 companies, a mid-size public accounting firm and for a state tax authority. Kim works primarily on multi-state income tax matters including nexus, allocation and apportionment, business/non-business income, audit defense and voluntary disclosures in a wide variety of industries. She is focused on identifying opportunities and providing practical solutions to complex state issues. Kim enjoys working in SALT due to the complexity of the field and its ever-changing nature. Most recently, she has been focusing on the new federal tax law and closely monitoring how the changes will affect each state. When she’s not working with state taxes, Kim enjoys spending time with her husband and son. She enjoys taking family trips to destinations including Europe, Mexico and the Caribbean, but her absolute favorite place in the world to visit is Disney World.

Return to Top

Mark Hawkins

Mark Hawkins is a senior manager in Moss Adams State and Local Tax Practice. He has consulted in state and local tax matters since 2001. Mark provides tax advisory services to clients in a wide array of industries including retailing, manufacturing, automotive, transportation, and financial services. Mark assists clients in analyzing the state tax implications of business reorganizations and other transactions. Mark also assists clients in their state and local tax compliance functions as well as during audits and examinations and represents them in administrative proceedings with state departments of revenue and taxation. Mark holds a BA from the University of Washington and a JD from Ohio State University.

Return to Top

Mark Hugh

4.98 stars out of 5 - speaker rating for 2019

“Mark Hugh is top notch. I love his presentations.”
“I love Mark’s ethics class. I have been attending for years!”
“Excellent speaker.” - past attendees

Mark Hugh, CPA, is the principal of Mark Hugh PLLC. He is a frequent trainer and speaker regarding state and local tax issues. His work includes planning and tax reporting reviews for a variety of organizations. He has represented hundreds of taxpayers before state and local agencies. He was the 2011-2012 board chair of the WSCPA. He was also a member of the AICPA Council, the governing body of the American Institute of Certified Public Accountants.

Mark teaches many CPE courses for the WSCPA on Washington State ethics and Washington taxation. He is also available to teach in-house Washington State ethics presentations for company CPE needs.

Return to Top

Morgan Scarboro

Morgan joined MultiState in 2018 and currently serves as Manager, Tax Policy and Economist. Morgan uses her expertise in state tax policy to advise clients on policy trends, manage state advocacy coalitions, and track corporate income tax legislation across the country.

Morgan is a frequent panelist for state tax policy events and updates. She has presented to a wide range of groups, ranging from tax expert audiences at the National Conference of State Legislatures’ State and Local Tax Task Force, general business communities at various state Chambers of Commerce, and government affairs professionals at groups like Washington Area State Relations Group, State Government Affairs Council, and Women in Government Relations. She enjoys the chance to present technical tax topics in an engaging, interesting way. Additionally, Morgan’s work has been cited in national and state-based publications, including the Associated Press, CNN Money, Law 360, NPR, Politico, State Tax Notes, and The Washington Post.

Morgan seeks to be creative whenever she can, whether it’s in developing client materials, creating coalitions, or engaging with the government relations community. She is a co-chair of the Women in Government Relations’ State Relations Task Force.

Prior to MultiState, Morgan worked as a Policy Analyst at the Tax Foundation. She holds a bachelor’s degree in economics and a minor in political science from Georgia College & State University. Seeking to further her technical tax knowledge, Morgan also earned a certificate in State and Local Taxation from Georgetown Law in 2020. Morgan lives in Washington, DC, with her fiancé, three-legged dog (Milo), and cat (Pepper).

Return to Top

Nicole Bryant

Nicole Bryant is a principal based in Grant Thorton’s Seattle office focusing on helping clients with a variety of indirect tax issues, including multistate sales and use tax nexus and taxability, Washington B&O tax, mergers and acquisitions, and audit defense and appeals. These projects provide many benefits to clients including an increased understanding on the impact of intercompany transactions, complex taxability analyses to support compliance, defense of aggressive state tax positions, and recovery of unclaimed incentives and credits. Practicing primarily in: state and municipal B&O tax, M&A due diligence, ASC 450, digital products, sales tax nexus expansion, supply chain feasibility, and e-commerce tax issues. Her clients are primarily from the manufacturing, high technology, telecommunications, e-commerce, service, and retail industries.

Return to Top

Rachel Le Mieux

Rachel Le Mieux, CPA, CMI, has been practicing in state and local taxes since 1985. She is a CPA and a certified member of the institute (CMI) for professionals in state and local taxation. She consults with clients in a broad range of industries on state and local tax issues involving sales and use taxes, gross receipts taxes, income taxes, and other miscellaneous taxes. Prior to joining Peterson Sullivan, Rachel was the partner in charge of the Seattle office of a worldwide tax consulting firm. Early in her career, she worked for over 10 years at the Washington State Department of Revenue as a legislation and policy specialist. A member of the AICPA and the WSCPA, she is a member of the board of directors and the tax and fiscal policy council of the Association of Washington Business.

Return to Top

Scott Schiefelbein

Scott consults on a range of multistate tax issues—particularly those arising from federal tax reform and apportionment of income—and assists clients with tax controversies. As the firm’s West region representative for Washington National Tax-Multistate and as jurisdictional technical lead for Oregon, Idaho, and Alaska, Scott has advised clients on a range of tax issues, including but not limited to navigating changing apportionment regimes, addressing issues of unitary business relationships, and taxability analyses for transaction taxes. Scott assists clients with ruling requests with state tax agencies and representing taxpayers in audits in several states as well as before the Oregon Tax Court—Magistrate Division. Scott also leads Deloitte’s Portland Multistate Tax practice and is a member of the Oregon State Bar Taxation Section Laws Committee.

Scott is a frequent speaker at programs sponsored by Deloitte, Tax Executive Institute, Institute for Professionals in Taxation, Oregon State Bar, and Council on State Taxation. Scott also speaks at academic institutions and before state tax organizations such as the Oregon Society of CPAs, the Idaho Taxpayers Association and the Taxpayers’ Federation of Illinois. His articles have appeared in State Tax Notes and the Oregon State Bar Taxation Section Newsletter.

Scott holds a BA with honors and highest distinction in history from University of North Carolina at Chapel Hill and a JD from Duke University School of Law.

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Stephen Kranz

Stephen (Steve) Kranz is a tax lawyer who solves tax problems differently. Over the course of his extensive career, Steve has acquired specific skills and developed a unique approach that helps clients develop and implement holistic solutions to all varieties of tax problems. He combines strategic thinking with effective skills for the courtroom, the statehouse and the conference room.

Return to Top

Non-Member Price $359.00

Member Price $259.00