WSATA 2019 - Eugene Oregon
Conference Presentations
MONDAY, OCTOBER 28, 2019 GENERAL SESSION
8:45 a.m. – 9:45 a.m. Commissioners’ Session 1 Nia Ray, Oregon Department of Revenue Increasing Efficiency in Refunding Processing for Personal Income Tax Returns Nick Maduros, California Department of Tax and Fee Administration Developing tools to increase uniformity and improve efficiency: Offers in Compromise, Payment Arrangements and Audit Tools Lisa Wheeler, California Employment Development Department California’s Employment Tax Program E-file and E-Pay Mandate: The Law and its Creative Implementation Vikki Smith, Washington Department of Revenue Multi-Disciplinary Team – It Can Work
10:15 a.m. – 11:30 a.m. Good Enough for Government is Not Good Enough for Us A call to action for fellow public servants to remember our why and inspire those around us to set higher expectations. Indiana Commissioner Adam Krupp shares the story of the Indiana Department of Revenue’s transformation from a “typical” government agency to recognition as one of Indiana’s Top Workplaces for 2019. Adam Krupp, Commissioner, Indiana Department of Revenue
11:30 a.m. – 11:40 a.m. Industrial Committee Introduction The Committee on Valuation of Industrial Properties (CVIP) was formed in 2017 as an authorized subcommittee of the Executive Committee of WSATA. CVIP has five members, but membership is open to all 14 WSATA states. CVIP’s purpose is to promote collaboration and the sharing of information and resources, with a long-term goal of establishing core educational resources for the appraisal of complex industrial properties. Michael Saladino, Oregon Department of Revenue Kathlynn Ireland, Idaho State Tax Commission
11:40 a.m. – Noon What FTA Can Do for You A review of resources available to tax agency personnel. Verenda Smith, FTA Deputy Director
MONDAY AFTERNOON BREAKOUTS
Remote Sellers Compliance Panel Panel discussion on compliance enforcement of remote sellers. Patti Wilson, Washington Department of Revenue Trista Gonzalez, California Department of Tax and Fee Administration
Automating the Bank Levy Process using the X9 protocol Banks and states have been working to fully automate the bank levy process. Learn about the new standard being developed. Clint Jones, JPMorgan Chase & Co., Chair of the X9B Subcommittee for Legal Order Exchange
Monitoring Potential Law Changes Affecting Agency Operations Learn how the Oregon Department of Revenue monitors and responds to potential changes to non-tax statutes, including procurement, Human Resources and other managerial issues. Lois Williams, Oregon Department of Revenue
Jordan Cove Energy Project Jordan Cove Energy Project, LP, and Pacific Connector Gas Pipeline, LP, is proposing to construct a world-scale liquefied natural gas export terminal and natural gas associated pipeline, together called the Jordan Cove Project. Join Paul and Steve as they provide first-hand perspective from both the company and the local taxing authority on what a project of this magnitude will bring to Coos County and to Oregon. Paul Vogel, Communications, Jordan Cove Project Steve Jansen, Assessor, Coos County, Oregon
Data Warehousing/Audit Selection A brief history and current status of audit case selection and the use of data for personal income tax compliance in Oregon and Idaho. Greg Busmann, Idaho State Tax Commission Aaron Bishop, Oregon Department of Revenue Matt Claflin, Oregon Department of Revenue
Wage Garnishment Automation Wisconsin and ADP are working to automate the entire wage garnishment process. From the initial issuance of the garnishment, through the employers' responses, to the payment of the debt, this process will encompass all aspects of this currently paper-intensive, manual process. Learn how this process will work and how other states can take advantage of it. Brian Dischler, Wisconsin Department of Revenue
Cultivating Employee Engagement Learn how New Mexico and Texas approach employee engagement; come to share best practices and experiences. Stephanie Schardin Clarke, New Mexico Taxation and Revenue Department Nancy Prosser, Texas Comptroller's Office
Working smarter … reducing audit cycle time Several states are working on projects to streamline communication between tax agency personnel and taxpayers under audit. Other projects are reducing audit cycle time. Ken Krous, Washington Department of Revenue, Moderator Tanyika Lindsey-Watkins, Texas Comptroller’s Office Kim Wind, Idaho State Tax Commission
Attaching, Garnishing and Levying Nonatraditional Assets, including Pensions, Rents and Credit Card Payment accounts During this session, you will learn about innovations in collections techniques being pioneered by Arizona and Pennsylvania. Tom Johnson, Arizona Department of Revenue Joseph Marrazo, Wong Fleming Innovations in the Workplace (Telework, Flexible Hours, Flexible Workplace) Workplace innovations can be a great way to motivate employees and expand your recruiting base. To make telework work, it must be managed properly. This panel will discuss the positives and challenges associated with remote workers and how to manage them effectively. Steve McLain, Washington Department of Revenue Lisa Wheeler, California Employment Development Division
TUESDAY, OCTOBER 29, 2019
8:30 a.m. – 9:15 a.m. Commissioners' Session 2 Brandon Spanos, Alaska Department of Revenue Making the Case: Convincing Legislators to Add Audit Positions Brendon Reese, Colorado Department of Revenue Your Colorado L.I.F.E. (Links and Information For Everyone) Elliot Werk, Idaho State Tax Commission: Would You Buy A Car From This Guy?? Gene Walborn, Montana Department of Revenue Organizational Change – Office Consolidation and Teleworkers 9:15 – 10:15 Economics Panel A panel of legislative branch, executive branch and private industry economists from Oregon and Washington State will share their perspectives on how current regional and national economic conditions are shaping state tax policy. Craig Fischer, Oregon Department of Revenue, facilitating Dr. Paul Warner, former Oregon Legislative Revenue Officer Chris Allanach, Oregon Legislative Revenue Officer Mark McMullen, Oregon State Economist, Office of Economic Analysis Dr. Steven Lerch, Ph.D., Executive Director and Chief Economist, Washington Economic and Revenue Forecast Council
10:45 – Noon Remote Sellers Administration Experts will discuss implementation of the Wayfair v. South Dakota decision. Discussion topics will include remote seller registration, compliance efforts and unexpected situations. Nikki Dobay, COST, facilitating Helen Hecht, Multistate Tax Commission Karey Barton, Texas Comptroller's Office Patti Wilson, Washington Department of Revenue John Cmelak, Verizon Wireless
TUESDAY AFTERNOON BREAKOUTS
Marketplace Facilitators Panel discussion on what states are doing to require collection and remittance from tax online marketplaces rather than individual retailers. Lara Abi Habib, Texas Comptroller’s Office Patti Wilson, Washington State
Talking Taxes: Using Videos and Webinars to Communicate with Taxpayers and Staff A panel discussion regarding the use of videos and webinars to enhance communication with the public and internally. The discussion will cover the insights from three agencies, including knowing the audience, publicizing available services, writing content and resources needed to launch these types of efforts. Susanne Buehler, California Department of Tax and Fee Administration Lynne Hamp, California Employment Development Department David Augustine, San Francisco Treasurer and Tax Collector
Sponsorship Series: (RSI) Artificial Intelligence and Machine Learning As artificial intelligence (AI) and machine learning (ML) take center stage, many organizations are realizing the benefits of more accurate information, reduced human costs, and quicker turnaround for citizens to get needed information. Join us for a discussion on how AI and ML can enable your agency to deliver more value for your constituents, reduce costs, and engage your taxpayers in a way they have come to expect. Presented by: Rich Brunner, Vice President, RSI
Getting a Revenue High — Best Practices, Lessons Learned in Taxation of Legal Weed Panel members will be discussing lessons learned and results from the taxation of legal marijuana. Areas they will cover include tax program setup, compliance, filing enforcement, audit and collections. Rodney Johnson, Colorado Department of Revenue John Galvin, Oregon Department of Revenue Keith Shribbs, Oregon Department of Revenue Trista Gonzalez, California Department of Tax and Fee Administration
Adventures in Public Outreach The Oregon Department of Revenue has brought up several new tax programs in recent years. Learn what they have done to reach out to affected taxpayers for all of the new tax programs: Heavy Equipment Rental, Statewide Transit, Bicycle, Vehicle Privilege & Use, Marijuana Retailer, and Commercial Activity. Joe Royston, Oregon Department of Revenue Leah Putnam, Oregon Department of Revenue
Sponsorship Series: FAST Tax Administration Around the World This presentation will discuss trends in tax administration around the world with emphasis on the ways in which tax agencies are adapting to new technologies and business models that are challenging traditional approaches of tax administration. It will include unique examples and insights from tax agencies throughout the world. Joe Milack, FAST Enterprises
New, Interesting and Weird Join us for an interesting discussion about recent innovations in tax policy. Katie Lolley, Oregon Department of Revenue Lynne Hamp, California Employment Development Department Jeremy Stohs, H&R Block
Improving the Customer Experience How we developed a Customer Experience vision, customer service survey and are using Voice of the Customer to drive agency decisions. Julie Magee, Credit Karma and former Commissioner, Alabama Department of Revenue, facilitating JoAnn Martin, Oregon Department of Revenue Ken Ross, Oregon Department of Revenue Elliot Werk, Idaho State Tax Commission
Murphy v. NCAA The U.S. Supreme Court in 2018 overturned the Professional and Amateur Sports Protection Act, which prohibited most states from allowing sports betting within their borders. While the ruling focused on sports betting, the implications from Murphy may have much broader reach, perhaps even affecting federal limitations on states’ taxing authority. This panel will discuss the impact of this landmark case. Greg Matson, Multistate Tax Commission John Mollenkamp, Intuit, and former Director, Missouri Department of Revenue
WEDNESDAY, OCTOBER 30, 2019 GENERAL SESSION
8:30 a.m. – 9:30 a.m. Commissioners’ Session 3 Stephanie Schardin Clark, New Mexico Taxation and Revenue Department Using Data Analytics to Automate Earned Income Tax Credit/State Credit Claims Karey Barton, Texas Comptroller’s Office Improving Internal Communications During the Audit Process John Valentine, Utah State Tax Commission Innovation In Electronic Filing Of Payroll Withholdings Grant Nulle, Arizona Department of Revenue Implementation of Arizona’s economic nexus and marketplace facilitator laws: successes and open questions
9:30 a.m. – 10:15 a.m. Effective Strategic Communications and Stakeholder Relations How do you strategically manage your external stakeholder relations and communications? Here’s a detailed roadmap to increasing communication for customer compliance, stakeholder cooperation and an increase in revenue. Nia Ray, Director, Oregon Department of Revenue Elliot Werk, Idaho State Tax Commission
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