Economic Nexus and Sourcing Issues for Income Tax
Matthew Piatt, CPA JD, RKL LLP
Taking an exciting journey through state tax developments for sales tax, income tax and other matters. We’ll highlight items to be aware of, rising issues and dive into state tax services. Plan to walk away knowing more about legislative,
administrative and state audits for Indiana and beyond our borders.
It's time to network with colleagues and visit sponsor tables.
Indiana Department of Revenue Update
Collin Davis, Indiana Department of Revenue
Kevin Gulley, Indiana Department of Revenue
Tamara Wolfe, Indiana Department of Revenue
Join us for a high-level briefing on the latest developments at the Indiana Department of Revenue. Collin Davis, Tamara Wolfe, and Commissioner Kevin Gulley will provide insights into current initiatives, recent policy updates, and the agency’s priorities moving forward. This overview will give executive leaders a clear picture of what’s happening across the agency and what’s on the horizon.
It's time to network with colleagues and visit sponsor tables.
Smarter Tax Services With AI
John Higgins, CPA, CITP, Higgins Advisory, LLC
There has never been a greater opportunity to leverage technology tools to automate many aspects of your professional tax services. This course will focus on the opportunity to leverage the power of AI tools in your tax planning and research services.
This technology provides the opportunity for you to gain a competitive advantage through increased productivity and a higher quality of client service.
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.
Ethical AI Practices for CPAs: Ensuring Responsible Use
John Higgins, CPA, CITP, Higgins Advisory, LLC
Explore the ethical implications of using generative AI. This course addresses potential risks and dilemmas, providing guidelines to ensure responsible and compliant integration. Learn how to balance innovation with ethical obligations to maintain
trust and integrity.
It's time to network with colleagues and visit sponsor tables.
Legislative Update
Lou Belch, The Corydon Group
Join Society lobbyist, Lou Belch, for a discussion on the post-election political environment in Indiana. This session offers invaluable perspectives for tax professionals seeking to stay ahead in a rapidly evolving political and legislative landscape.
It's time to network with colleagues and visit sponsor tables.
Stay Ahead of the Curve: OBBBA Tax Update
Abby Tolliver, CPA, Forvis Mazars
Justin Verbeten, CPA, Forvis Mazars
Join us for a 70-minute high-level dive into the latest OBBBA tax updates. This session will highlight the most impactful changes for individuals and businesses, giving you practical insights to keep your clients compliant and your strategies
sharp. Don’t miss this opportunity to simplify complexity and gain actionable takeaways!
Session Takeaways:
- Understand the Big Picture: Gain clarity on the most significant changes introduced by the OBBB Act and their impact on individuals and businesses.
- Apply New Rules Confidently: Learn how updated provisions—such as QBI adjustments, expanded deductions, and compliance changes—affect tax planning and reporting.
- Identify Actionable Strategies: Discover practical steps to implement new deductions, depreciation rules, and expense policies in client engagements.
- Stay Current on Compliance: Recognize critical effective dates and transition rules to avoid costly errors and ensure timely filings.