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

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 EDT
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 Update – Panel Discussion

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

Andrew Schaufele, RAD & Compliance Division 

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.

Murray Singerman and Renee Nacrelli, Maryland Comptroller’s Office

10:45 a.m. – 11:00 a.m. Break

11:00 a.m. – 11:45 a.m. National Perspective on Digital Product Sales Tax 

Mihir Kapadia, Deloitte

11:45 am – 1:00 pm Lunch and Guest Speaker – Eric Luedtke, Chief Legislative Officer, Governor’s Legislative Office

1:00 p.m. – 1:20 p.m. An Address from Maryland’s Comptroller Brooke Lierman

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. 

Elissa Borgess, Rich Botwright, Mark Achord, Kelly Domenick, Curtis Adams

2:45 p.m – 3:00 p.m. Break

3:00 p.m. – 3:45 p.m. Multistate Pass-Through Entity (PTE) Tax

Walter Calvert, Christopher Moran and Matthew Carruth, Venable LLP

3:45 pm – 5:00 pm National Developments

Discussion and analysis of the year’s most important state and local tax developments primarily in the income tax and sales tax areas, on legislative, judicial, administrative and constitutional levels.

Diann Smith, McDermott Will & Emory

Lila Disque, Multistate Tax Commission 


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