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Optimizing Indirect Tax Processes to Improve Your Bottom Line

Thursday, June 20, 2019 | 1:00–4:30 p.m. EDT

ZO. Lounge | Mezzanine Level, Suite 5330 | 30 Rockefeller Plaza, New York, New York 10112

Happy hour to follow at the Rainbow Room’s Bar Sixty-Five

This session may qualify for three (3) Continuing Professional Education (CPE) credits*


Ray Melone, Principal - Sales Tax Wayfair Developments and Audit Defense Best Practices

Learn about the recent developments within the newly formed marketplace created by South Dakota v. Wayfair. State taxing authorities across the country have taken audits to the next level. This presentation will help provide guidance and techniques to ensure your audit is given the attention it deserves.

William Pardue, Principal - Multistate Income and Franchise Tax Update and Opportunities

A comprehensive review of the impact of recent tax reform at the federal and state levels on state and local income and franchise tax. Attendees will also learn areas in which these reforms have opened opportunities to reduce their liabilities at the state and local levels.

Michael Allen, Principal - New York City Tax Certiorari (Property Tax)

  • New York City Bar’s proposal to raise the minimum assessed value to trigger an audit
  • Mayor Bill de Blasio’s Advisory Commission to reform the New York City Property Tax System
  • Update on Tax Equity Now—New York’s lawsuit challenging that the city’s property tax system is unconstitutional
  • Expectations for upcoming values and a description of the New York City tax appeal process

CPE Credit Available
Participants can earn up to three (3) CPE credits. Click here for more information.

How Will Recent Tax Changes Impact Your Business?