Agenda

Registration:                        8:00 – 8:30 am

Morning Session:                8:30 am – 12:15 pm

Lunch (On your own):         12:15 – 1:15 pm

Afternoon Session:             1:15 – 4:00 pm

Utah Income Tax Update
G. Thorup

    Recent income tax legislation
Review of recent income tax cases
Updated administrative guidance
Important Utah Tax Commission determinations

Utah Corporate Tax Update
S. Young

Review of corporate tax rates and rules
Newly-enacted and anticipated corporate tax changes
Recent case law

Utah Property Taxes
M. Buchi

Real property tax issues and updates
Personal property assessments and reporting issues
Property tax assessment, appeal and audit update

Utah Tax Litigation Update 
J. Deeds

Litigating a tax matter
Appealing a tax case

Sales and Use Tax Update
N. Runyan

Sales tax imposition
Use tax imposition
Wayfair update
Sales tax reform
Exemptions
Industry-specific issues
Recent developments
Cases and administrative determinations

Credits

Accountants
     7.0 CPE Hours

Attorneys
6.0 Utah CLE Credits

Certified Financial Planners
7.0 CE Hours

Continuing Education Credit Information

This seminar is open to the public and offers continuing education credits to accountants, attorneys, certified financial planners, and IRS enrolled agents.

This group live presentation provides accountants with 7.0 intermediate-level CPE hours in the area of taxes. Learners should have a working knowledge of state taxation, and no advanced preparation for this course is required.

HalfMoon Education 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: www.NASBARegistry.org. Sponsor No. 103015.

The Utah State Board of Continuing Legal Education has approved this event for 6.0 CLE hours for attorneys, including no Ethics or Professionalism and Civility credits.

HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 7.0 hours of continuing education credit for the completion of this seminar.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers

Mark Buchi

Holland & Hart LLP

Mark Buchi of Holland & Hart LLP in Salt Lake City provides seasoned and effective counsel to clients on complex tax disputes and litigates significant cases before administrative agencies, the state tax courts and appellate courts. Prior to practicing law in the private sector, he served as division chief over the Tax and Business Regulation division for the attorney general of Utah. Mr. Buchi also served as chairman of the Utah State Tax Commission. In this cabinet-level position, he served two governors, and became thoroughly familiar with the budgetary, accounting, and operational procedures of the state government. He also served on the executive committee of the Multi-State Tax Commission. Mr. Buchi is currently a registered lobbyist in Utah and works closely with various government entities. He speaks to numerous government agencies and corporations across the country.

John T. Deeds

John T. Deeds of Crapo Deeds PLLC in Salt Lake City advises clients in all areas of state and local tax, including property, sales, and income tax matters. He has successfully represented clients before administrative tribunals, as well as state and federal courts throughout the county. Additionally, Mr. Deeds has been involved in legislative efforts when such action is required to further his clients’ needs. He understands that there is more than one way to solve an issue and uses his extensive background in state and local tax to find innovative solutions for his clients. Prior to joining Crapo Deeds PLLC, Mr. Deeds practiced at Holland & Hart. He has also worked as a law clerk in the Tax and Revenue Division of the Utah Attorney General’s Office. He received his J.D. degree from the University of Utah and an LL.M. degree in taxation from Georgetown.

Nathan R. Runyan

Nathan R. Runyan is an associate at the law firm of Holland & Hart LLP in Salt Lake City. His clients look to him for guidance securing the financial health of their companies. He strategically devises methods to provide his clients with the maximum financial benefits. Mr. Runyan’s practice focuses on state and local taxation, including property, sales, income and severance tax issues, government relations, administrative law, and commercial litigation. He represents clients in virtually all aspects of dispute resolution, including State and Federal Courts, mediations, arbitrations, state and local administrative tribunals and local boards of equalization. Mr. Runyan received his B.A. degree in Accounting and J.D. degree from Brigham Young University. He is admitted to practice in both the federal and state courts in Utah. Prior to law school, Mr. Runyan was employed as a senior auditor in the Auditing Division for the Utah State Tax Commission. He is a frequent lecturer on state and local tax issues and publishes routinely in state and local tax publications, including the ABA Property Tax and Sales and Use Tax Deskbook.

Gary Thorup

Shareholder with Dentons in Salt Lake City

Mr. Thorup is a practicing tax lawyer who also spends considerable time in lobbying executive branch and legislative branch officials in the state of Utah. He also represents clients before numerous state agencies, including the Utah State Tax Commission, the Utah Liquor Commission and Department of Alcohol Beverage Services. Mr. Thorup’s tax practice is predominantly a case and controversy-type practice representing clients before the IRS, the Utah State Tax Commission and Utah courts, but also includes some tax planning and work for nonprofit/tax-exempt entities. As a registered Utah lobbyist since 1982, he spends full-time during Utah’s 45 calendar-day legislative session and the Utah Legislature’s interim committee study period lobbying state legislators and executive branch policy makers. Mr. Thorup is also involved in alcohol law and policy issues representing clients applying for alcohol licenses, defending against alleged violations, product labeling, and seeking policy changes.

Steve Young

Partner with Holland & Hart in Salt Lake City

Mr. Young litigates state and local sales, property, income, severance, unclaimed property, and other state and local tax cases before administrative tribunals, local boards of equalization, and courts throughout the Rocky Mountain region. He lobbies state tax and local issues before the Utah Legislature, Utah State Tax Commission, and local governments. He consults with clients nationwide and represents large household-name clients as well as small businesses and individuals. Mr. Young was voted by his colleagues to be a Fellow of the American College of Tax Counsel. He is Chair of the State and Local Tax Committee of the Tax Section of the American Bar Association, and Past Chair of the Tax Section of the Utah State Bar. He routinely speaks and publishes nationwide on state and local tax issues, and sits on the Board of Editors of the ABA Property Tax Deskbook and the Journal of Multistate Taxation.

CD/Manual Price: $289.00

Currently, our self-study products DO NOT qualify for AIA, LACES, ASLA or CLARB credit.

HalfMoon will mail you these materials via USPS. Please allow 5 weeks from the date of purchase to receive your product. If the live seminar is in the future, please allow 5 weeks from the date of the live seminar.

The CD/Manual package includes an audio recording of a live seminar on CDs, along with a bound copy of the manual that was distributed at the seminar. The manual contains written materials prepared by the seminar speaker(s).

The CDs contain embedded number codes, which you are required to document and return to HalfMoon if you wish to obtain a certificate of completion for the program. The acceptance of self-administered continuing education activities vary widely between states and professions. Before undertaking any self-study effort, you should review the rules of your licensing/certifying entity.

HalfMoon Education guarantees its products. The self-study products are recorded from a live seminar and there are circumstances where an audio recording is not available. HalfMoon will contact you and issue a full refund if the product you ordered is not available. If you are not happy with a product you receive, you can return the product for a full refund. However, refunds will not be issued if completion certificates are requested.

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