Wednesday, November 19, 2025
| Time | Description | Speakers |
| 7:30 a.m. – 8:00 a.m. | Registration/Breakfast | |
| 8:00 a.m. – 8:15 a.m. | Opening Remarks Presentation of Stanley Arnold Scholarship | |
| 8:15 a.m. – 9:30 a.m. | National SALT Update Join Professor Richard Pomp and Marc Simonetti as they recap the nation’s top state tax cases, federal legislation, policy developments and controversies over the last year with an informative and engaging presentation designed to keep practitioners current on non-New England developments and create a framework to approach emerging issues with insight. | Moderator: Doug Lindholm Marc Simonetti Richard Pomp |
| 9:30 a.m. – 9:35 a.m. | 5 Minute Break | |
| 9:35 a.m. – 10:50 a.m. | New England Revenue Authority Panel Join Doug Lindholm as he leads this year’s engaging discussion with a panel of representatives from each of the six New England state revenue agencies regarding top tax administration and policy issues for practitioners and industry. | Moderator: Doug Lindholm Commissioners: Mark Boughton (CT) Mike Fatale (MA) Alex Weber (ME) Lindsey Stepp (NH) Neena Savage (RI) Will Baker (VT) |
| 10:50 a.m. – 11:05 a.m. | Sponsored Networking Break | |
| 11:05 a.m. – 12:20 p.m. | Practical Applications of Artificial Intelligence in the Tax Practice Learn from leaders in the tax field who are already using AI tools to drive efficiencies and better outcomes in the tax practice. This session will focus on examples of how taxpayers are leveraging AI tools to gain insight into their business, comply with complex tax reporting requirements and responsibly manage the ever-growing volume of data that flows through the tax function. | Rob Tuinstra David Gutowski Chris Waluk |
| 12:20 p.m. – 1:20 p.m. | Lunch | |
| 1:20 p.m. – 2:25 p.m. Track A | Navigating the Digital Frontier: Sales Taxation of Software, Digital Products, and Online Advertising As states modernize their tax frameworks, digital products and services are at the center of evolving rules and compliance challenges. This session will explore the latest developments in the taxation of digital products and online advertising, with a spotlight on the Multistate Tax Commission’s Digital Goods project, the Massachusetts draft regulation on Computer Software and Related Transactions, and the complex application of multi-point use exemptions for software. | Jeff Cook Becky Gibree Marikae Toye |
| 1:20 p.m. – 2:25 p.m. Track B | Accounting for Income Taxes under ASC 740 This session will explore the state and local tax issues relevant to the tax provision. Areas of focus include the identification and measurement of state and local deferred tax assets and liabilities, state uncertain tax positions, and recent updates to the reporting of state tax items in the tax provision. | Rob Ozmum Dan DeJong Steve LaRosa |
| 2:25 p.m. – 2:30 p.m. | 5 Minute Break | |
| 2:30 p.m. – 3:35 p.m. Track A | RARs – Back to the Future Does the process of amending state returns in the wake of a federal audit create an opportunity for taxpayers, or state authorities, to go back and change the course of history? This session will explore the opportunities and pitfalls presented by the process of amending state returns for IRS Revenue Agent Report changes (RARs), including a discussion of differing approaches among the states and common issues that arise in the amended return process. | Colleen Harkins Lori Haniford Mireille Eastman |
| 2:30 p.m. – 3:35 p.m. Track B | The Intersection of Washington and the States This session will delve into the outlook for SALT under the One Big Beautiful Bill, covering the impacts on state corporate income tax including potential revenue impacts for the states. The panelists will share insights on how states are considering addressing state budget shortfalls resulting from federal funding changes. | Jess Morgan Leonore Heavey |
| 3:35 p.m. – 3:55 p.m. | Sponsored Networking Break | |
| 3:55 p.m. – 5:00 p.m. | New England SALT Update Join Moderator David Nagle as he leads our New England local experts in a session that will focus on significant tax policy issues in the northeast states, discuss the northeast state’s legislative initiatives over the last 12 months and what to anticipate in the upcoming legislative sessions. | Moderator: David Nagle Panel Mike Rylant (CT) Lu Awdeh (MA) Olga Goldberg (ME) Kathryn Bibbo (NH/VT) Natasha Varyani (RI) |
| 5:00 p.m. – 6:30 p.m. | Networking Reception |
