Please join us for the SALT Collaboration Group Fly-In January 23 – January 24, hosted at Clark Nuber. Sessions will start Tuesday afternoon, followed by a group dinner, and proceed into an all-day meeting on Wednesday.
Attendees will be eligible to receive CPE credit for attending this Fly-In. In-person attendance is required. Virtual participation is not being offered.
Topics We Will Discuss are in the agenda below.
Please use the Book Now button to RSVP so we know how many people to expect. All participants are required to make their own travel and room accommodations.
SALT Fly-In January 23 - 24, 2024
Host: Clark Nuber
10900 NE 4th Street, Suite 1400
Bellevue, WA 98004
Hotels close to Clark Nuber's Office
Agenda
SALT Collaboration Group 2024 Fly-In
Clark Nuber, PS - 10900 NE 4th Street, Suite 1400 Bellevue, WA 1/23 and 1/24/2024
Tuesday, January 23rd.
11:30am to 1:00pm Arrival and Lunch
1:00pm to 1:45pm Welcome Remarks and Update to LEA
Tom Sulewski (Clark Nuber), Maria Keating (Clark Nuber) and Tony Szczepaniak (Leading Edge Alliance)
1:45pm to 2:30pm Environmental State Tax Credits
Brian Sengson (Bennett Thrasher)
2:30 pm to 2:40pm Break
2:40pm to 3:30pm Ohio CAT Revenue Sourcing Cases
Matt Laney (Bennett Thrasher)
3:30pm to 4:25pm Washington Capital Gains Tax
Joe Haberzetle (Clark Nuber)
Other noteworthy Washington Developments
Grant Shaver (Clark Nuber)
4:25pm to 4:30pm Wrap up Day One and Logistics for Dinner
Maria Keating (Clark Nuber)
5:30pm Dinner @ El Gaucho
Wednesday, January 24th.
9am to 9:45am Arizona Transaction Privilege Tax
Christine Ulibarri and Joseph Palomino (Beach Fleischman)
9:45am to 10:45am Automation/Outsourcing
John Bonk (Marcum), Sarthak Bajaj (AKM), Leslie Melchor (Clark Nuber)
10:45 am to 10:50am Break
10:50am to 12:00pm Panel Discussion: Best Practices for Working Remotely
Harriet Strothers (Delap), Josh Stein (Clark Nuber), Nicky Lipset (Miller Kaplan)
12:00pm to 1:00pm Lunch
1:00pm to 1:45pm The Plethora of Oregon Taxes
Kim Lohr (Delap)
1:45pm to 2:15pm Bitcoin, Cryptocurrency, Blockchain and State Taxes
Grant Shaver (Clark Nuber)
2:15pm to 2:30pm Break and Departure for people not staying for the SALT Collaboration Group Planning Session
2:30pm to 4:30pm SALT Collaboration Group Planning Session
Steering Committee and Interested Parties (everyone is invited)
4:30pm to 4:45pm Concluding Remarks
CPE Information - SALT Fly IN Jan. 2024
Program Learning Objectives:
Topics We Will Discuss:
- State Tax Hot Topics
- Ohio CAT sales sourcing cases
- ESG (environmental state credits)
- Multi-State Credits and Incentives
- Washington Capital Gains Tax
- Oregon Taxes (CAT, Metro Housing, Daycare tax, etc.)
- Roundtable discussion on what makes a remote employee successful
- Outsourcing and Automation – how to do it
- SALT Collaboration Group – what’s our future?
Target Audience: SALT Members
CPE Credits: 7.8
Field(s) of Study: Taxes, Business Management & Organization
Fees: Free
Level: Basic
Delivery Method: Group Live
Prerequisites: None
Advanced Preparation: None
CPE Sponsor Information
The Leading Edge Alliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/cpas/complaints.
For information regarding refund, complaint and program cancellation policies, please contact Carla Blattenbauer at 612-249-0300 or [email protected].
The Leading Edge Alliance National Registry Sponsor Number: 10647