Saturday, October 6, Sunday, October 7, Monday, October 8, 2018

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1 Preliminary Program Program updated: March 15, Check for latest updates. Saturday, October 6, :00 pm - 5:00 pm Research Roundtable [Executive Agency Government Only] - Pacific A Sunday, October 7, :00 am - 12:00 pm Research Roundtable [continued] - Pacific A Research Roundtable [Legislative Agency] - Pacific D 3:00 pm - 7:00 pm Registration - Pacific Foyer 6:30 pm - 7:30 pm Opening Reception - Loma Vista Terrace Monday, October 8, :30 am - 5:00 pm Registration - Pacific Foyer 8:30 am - 12:00 pm Monday Morning General Session - Pacific AB presiding: Bob McKee, Florida Dept. of Revenue and FTA Research Chair Welcome Irena Asmundson, Chief Economist, California Dept. of Finance Macroeconomic Outlook Joel Prakken, Macroeconomic Advisors/IHS Markit Regional Economic Outlook Daniel White, Moodys Analytics Impact of TCJA on State Business Taxes Steve Wlodychak and Andrew Phillips, Ernst & Young State Tax Revenue Forecasts and Actual Trends in the Wake of the TCJA Lucy Dadayan, Urban Institute Tax Policy Center 12:00 pm - 1:30 pm Lunch [with speaker] - Pacific CD Title: The Impact of State Taxes on the Location of High Income Taxpayers Daniel Wilson, Federal Reserve Bank of San Francisco 1:45 pm - 3:30 pm Concurrent Sessions Page 1/5

2 SECTORIAL OUTLOOK - Pacific A moderator: Bob McKee, Florida Dept. of Revenue and FTA Research Chair Outlook for the Retail Sector Joel Prakken, Macroeconomic Advisors/IHS Markit Outlook for the Construction Sector Kenneth Simonson, Associated General Contractors of America Outlook for the Automobile Sector Kim Hill, HWA Analytics Data Base Development and Analysis - Pacific B moderator: Kim Davis, Washington Dept. of Revenue Use of Tax Data for Economic Research-Data Mining to Understand the Sharing Economy & Business Churning Karen Schlain, New York City Dept. of Finance Wisconsin DOR Interactive Data Visualization Robert Schmidt, Wisconsin Dept. of Revenue California FTB Open Data Portal Sean McDaniel, California Franchise Tax Board 3:45 pm - 5:30 pm Regional Breakout Sessions [government only] Northeastern Region - Pacific A Southeastern Region - Pacific B Midwestern Region - Pacific C Western Region - Pacific D Tuesday, October 9, :30 am - 10:30 am Joint FTA-NTA Session* - TCJA Analysis - Pacific AB moderator: Ranjana Madhusudhan, New Jersey Office of Revenue Legal Uncertainties Associated with TCJA and Implications for State and Local Governments Kirk Stark, Law, UCLA TCJAs Implications for State Corporate and Personal Income Taxes and The Cost of Tax Compliance and Administration Page 2/5

3 Daniel R. Mullins, Ernst & Young, LLP The Impact of the TCJA Individual Income Tax Provisions Across the States Frank Sammartino, Urban-Brookings Tax Policy Center Tacking with the Windfall: TCJA Impacts on Georgias Budget and Taxpayers Robert d. Buschman, Georgia State University discussant: Norton Francis, District of Columbia Office of Tax and Revenue * Organized by Dr. Ranjana Madhusudhan, New Jersey Dept. of Treasury 10:45 am - 12:30 pm Concurrent Sessions State Analysis & Estimated Impact of TCJA - Pacific A moderator: Ed McLenaghan, North Carolina Office of State Budget & Management Panel: Curtis Walker, Minnesota Dept. of Revenue Thomas Shaner, Idaho State Tax Commission David Gunter, Maine Revenue Services Tax Credit and Incentive Analysis - Pacific B moderator: Timothy Lenell, Nebraska Dept. of Revenue Assessing the Impact of Iowa's School Tuition Organization (STO) Tax Credit Anthony Girardi, Iowa Dept. of Revenue DC Tax Expenditures and Economic Development Charlotte Otabor and Lori Metcalf, District of Columbia ORA SOLUTION SERIES I - Pacific C REMI Dynamic Fiscal and Economic Analysis: Experience from the States Dr. Frederick Treyz, Chief Economist/CEO and Dr. Peter Evangelakis, Senior Economist, REMI Page 3/5

4 State-level policy makers need to consider the implications of decisions on both the economic well-being of residents, and on the state budget. This presentation describes the experience of states using dynamdynamic tax policy analysis, fiscal and economic impact analysis of Amazon HQ2.0, and evaluation of other state-level policies. 11:45 am - 12:30 pm SOLUTION SERIES II - Pacific C IHS Markit Forecasting State Fuel Use Tax by Understanding Motor Vehicle Technology and Volume Rachel Shue, Automotive Consultant, IHS Markit An automotive expert from IHS Markit will offer insight into how technology advancements related to motor vehicle fuel economy will impact state fuel use tax revenue. 12:30 pm - 2:15 pm Lunch [on your own] 2:15 pm - 4:00 pm Concurrent Sessions Issues in Corporate Taxation - Pacific A moderator: Harry Tsang, New Jersey Dept. of Treasury Corporate Profit Shifting in Anticipation of Tax Reform Zhong Jin, Iowa Dept. of Revenue Bonus Depreciation in Montana's Tax System Rosemary Bender, Montana Dept. of Revenue The Effect of Combined Reporting on the District's Tax Revenue Yi Geng, Uranbileg Enkhtuvshin and Fahad Fahimullah, District of Columbia ORA Sales Tax Issues - Pacific B moderator: Eric Hurley, Colorado Dept. of Revenue Measuring Tax Pyramiding: Modeling the Cascading Effects of Hawaii's General Excise Tax Seth Colby, Hawaii Dept. of Taxation How to Make Electronic Commerce Estimates by City Joe Fitz, California Dept. of Tax & Fee Administration The Pennsylvania Marketplace Law Amy Gill, Pennsylvania Dept. of Revenue SOLUTION SERIES III - Pacific C Page 4/5

5 Powered by TCPDF ( Chainbridge Software Experience Estimating the Revenue Impact of TCJA - a Microsimulation Modeling Approach Eric Cook, Kirk Copen, and Jaime Copenhaver, Chainbridge Software, LLC Chainbridge will present a brief overview of microsimulation modeling in general, along with highlights from their recent experience estimating the revenue impact of the international, individual and business provisions of TCJA. 6:30 pm - 8:30 pm Banquet - USS Midway Museum Wednesday, October 10, :00 am - 12:00 pm Wednesday Morning General Session - Pacific AB presiding: Bob McKee, Florida Dept. of Revenue and FTA Research Chair FTA Award Winner The Decline in Tax Return Filing in Maryland and Its Repercussions for Revenue Collections David Farkas, Comptroller of Maryland Forecasting Marijuana Excise Taxes Kile Porter, Nevada Dept. of Taxation A Study of the DC Rental Market and the Role of Millennials Daniel Muhammad, Yi Geng and Farhad Niami, District of Columbia ORA See You in New Orleans September 21-25, 2019 Page 5/5

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