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State and Local Tax Issues


Maryland Comptroller’s update
Top Maryland Comptroller officials discuss tax compliance changes impacting the upcoming 2029 tax return filing season, and how the Maryland Comptroller’s Office is addressing those changes.
Sharonne Bonardi, RAD & Compliance Division

Maryland Court Case Update
Hear the latest Maryland tax litigation information and Maryland’s perspective on State and Local Tax (“SALT”) issues. Learn how Maryland addresses tax and reporting issues in the internet age.
Brian Oliner, Office of the Comptroller of Maryland

COVID19 impact on state economies and therefore state taxes
Harley Duncan, KPMG US
Andrew Schaufele, ASR Analytics, LLC

Mid-Atlantic State 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,  DC – Office of the Chief Financial Officer Elena Fowlkes, DC -Taxpayer Advocate at Office of the Chief Financial Officer (OCFO)
Richard Botwright, Griffin/Stevens & Lee Tax and Consulting Network
Tim Winks, PwC – Managing Director

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

Putting it all together: Telecommuting, Wayfair
Learn the latest updates on sales tax to internet retailers in Maryland and the effect of COVID-19.
Eileen Sherr, AICPA Tax Policy & Advocacy, Association of International Certified Professional Accountants

Course Level
CLE Field of Study
Continuing Education Legal Credit
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State and Local Tax Issues