Advanced Tax Institute 2023 – State and Local Tax Issues (Day 4)


Join the MSBA Section of Taxation Law and the MACPA for an all new Advanced Tax Institute (ATI) Day 4: State and Local Tax Issues (SALT) on Thursday, November 9th at 8:30 am! 

Hear a keynote address from Maryland’s Comptroller Brooke Lierman, and learn insights during a lunch address from Eric Luedtke, Chief Legislative Officer, Governor’s Legislative Office.

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You’ll also get the latest updates from experienced faculty on hot topics such as:

  • Maryland Comptroller’s update from the deputy Comptroller
  • Maryland Court Case update                                              
  • Mid-Atlantic State update (DC, PA, VA)
  • Multi-state Pass-Through Entity (PTE) Tax
  • And more – just scroll down for the detailed agenda!

Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.


There will be a $25 fee for changing from IN PERSON format to Virtual after October 23, 2023.

The MSBA is committed to making its programs accessible to all attendees. If you need accommodations please email

Course Level
Professional Area of Focus
Tax Law
Business Law
CLE Field of Study
Continuing Education Legal Credit
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
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Event Information
Nov 9, 2023
8:30 am - 5:00 pm EST
Martin’s West
6817 Dogwood Rd
Baltimore, MD 21244 US
Total CLE Credits
In-Person + Webcast Live


Day 1

8:30 am
Day 4 - State and Local Tax Day Agenda

8:30 a.m. – 9:45 a.m. Maryland Comptroller’s Office Update

Top Maryland Comptroller officials discuss tax compliance changes impacting the upcoming 2023 tax return filing season, plans for new Legal Division and Private Letter Ruling Process; legislation report; other administrative changes.

Andrew Schaufele, Chief Deputy Comptroller, Comptroller of Maryland’s Office

9:45 am – 10:45 am Maryland Court Case Update

Hear the latest Maryland tax litigation information and Maryland’s perspective on State and Local Tax (“SALT”) issues.

Renee Narcelli, Esq., Assistant Attorney General and Counsel to Maryland Comptroller’s Office
Murray Singerman, Esq., Assistant Attorney General

10:45 a.m. – 11:00 a.m. Break

11:00 a.m. – 11:45 a.m. Sales Tax for the Digital World 

As a significant percentage of the world economy is now digital in some way, states are expanding their sales tax base to include the digital economy. This presentation will help participants gain an understanding of the various ways in which products/services in the digital economy can become subject to state sales tax as well as possible NEXUS concerns.

Mihir Kapadia, CPA, Tax Senior Manager, Deloitte Tax LLP

11:45 am – 1:00 pm Lunch with Speaker “Updates from the Governor’s Legislative Office”

Mr. Eric Luedtke will be giving a presentation to update the attendees on Maryland’s current economy and budget status. Further, Eric will share an overview of how the state’s current economy and budget outlook are projected to impact the 2024 legislative session of the Maryland General Assembly.

Eric Luedtke, Chief Legislative Officer, Maryland Governor’s Office

1:00 p.m. – 1:20 p.m. Maryland State Comptroller Update

Brooke Lierman, Comptroller of Maryland

1:20 p.m. – 2:45 p.m. Mid Atlantic Update

Learn from local tax experts working in the District of Columbia, Pennsylvania and Virginia of current developments and available opportunities in tax law.

District of Columbia: Elissa Borgess, Assistant General Counsel, Office of the Chief Financial Officer
Pennsylvania: Rich Botwright, Shareholder, Stevens & Lee; and Mark Achord, Managing Director, KPMG
Virginia: Kelly Domenick, CPA, MST, Partner, YHB CPA & Consultants; and Curtis Adams, Tax Manager, YHB CPA & Consultants

2:45 p.m. – 3:00 p.m. Break

3:00 p.m. – 3:45 p.m. PTE Entity Income Tax

Special focus on the non-SALT return issues for PTEs that are paying the new PTE entity level taxes in Maryland or the 30 other states: proper allocations among the members; are there deferred tax accounting issues; is it accounted as entity expense or member distribution; effects on incoming/outgoing members; requirements for the entity member legal agreement documents; etc.

Walter Calvert, J.D., Partner, Venable, LLP
Christopher Moran, J.D., Counsel, Venable, LLP
Matthew Carruth, L.L.M., J. D., Counsel, Venable, LLP
Doug Boyle, CPA, Boyle & Company, PA
Dimitri de Valroger, EA, Senior Manager, RSM US LLP

3:45 pm – 5:00 pm National Developments in SALT

National Developments in SALT, important matters across the country for Maryland practitioners and clients to be aware of.

Diann Smith, J.D., Counsel, McDermott Will & Emery
Lila Disque, Deputy General Counsel, Multistate Tax Commission


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Advanced Tax Institute 2023 – State and Local Tax Issues (Day 4)