Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before start time.
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8:00 – 8:30 am EDT
8:30 am – 12:05 pm EDT
12:05 – 1:05 pm EDT
1:05 – 4:40 pm EDT
Indiana Department of Revenue Update C. Perry
General and audit update J. Clark, B. Long
Legal and appeals update S. Madden, J. Raney
Policy and legislative update
Indiana Property Taxes K.D. Chestnut
Real property tax issues and updates
Personal property assessments and reporting issues
Personal property issues and updates
Contract audits – tips and procedures
Indiana Income Tax Highlights N.J. Hagerman
Latest income tax legislation
Review of recent income tax cases
Updated administrative guidance
Important Department of Revenue determinations
2021 Indiana Tax Court Update Hon. M.B. Wentworth
History and purpose of the tax court
What’s new at the tax court?
National SALT issues
Tax in the news
Tax Incentives H. Judy
State and local tools
Challenges and opportunities
Indiana Sales and Use Tax J. Greene
Sales tax imposition
Use tax imposition
Industry specific issues
Each webinar session earns continuing education credit and can be registered for individually. All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion will be provided for each webinar attended and will be sent via email in PDF form about five business days after the conclusion of the series.
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8.0 CPE Hours
6.7 IN Distance Education
Continuing Education Credit Information
This webinar is open to the public and offers accountants
8.0 intermediate level CPE hours, based on a 50-minute
hour, in the area of taxation. The Indiana Board of
Accountancy accepts courses from providers that are
members of NASBA’s National Registry of CPE Sponsors. A
basic understanding of state taxes is recommended, and no
advance preparation 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.
HalfMoon Education is an Indiana-approved CLE provider
for attorneys, and this course is approved for 6.7 General
Distance Education CLE hours.
Completion certificates will be awarded to participants
who complete this event, respond to prompts, and earn a
passing score (80%) on the quiz that follows the presentation
(multiple attempts allowed).
Kevin D. Chestnut
Kevin D. Chestnut is the President of Chestnut Property Tax Services, LLC. Formerly, he served as a director and practice leader for the Indianapolis office of Ryan, LLC, Thomson Reuters, and Deloitte. He has been involved with real and business personal property tax for more than 30 years. Mr. Chestnut has extensive experience with property tax reduction, administrative appeal representation, assisting clients with strategic tax planning, compliance work including the preparation of all business personal property tax forms and applications, audit representation, and testimony. He received a B.S. degree in Accounting from Indiana Wesleyan University.
Jim Clark is the Assistant General Counsel for Litigation at the Indiana Department of State Revenue.
Jeff Greene practices law in his own firm, Jeff Greene Transaction Tax Attorney, LLC. After graduating from Indiana University School of Law, he started his career in state and local tax as a Sales Tax Hearing Officer with the Indiana Department of Revenue in 1988. Since that time, Mr. Greene worked in a small consulting firm as its Vice President and General Counsel, started the state and local tax practice at Deloitte’s Indianapolis offices, became a national product leader for Grant Thornton’s automation practice. Previously he was also the national practice leader for Crowe Horwath’s sales and use tax practice. He is active in the Institute for Professionals in Taxation (IPT).
Nathan J. Hagerman
Nathan J. Hagerman is a tax partner with Taft Stettinius & Hollister LLP in Indianapolis and has been practicing in the area of multistate taxation since 1996. He counsels business clients in all area of state and local taxes, including controversies, administrative proceedings, audits, appeals, litigation, and planning. Mr. Hagerman serves as independent advisor to businesses with respect to tax risk management, review of 3rd party tax strategies, legal review of tax-related transactions and business life events. His experience includes public accounting and law practice in Indianapolis, and he also managed the tax function of a Fortune 500 insurance company headquartered in Indiana for more than four years. He received his law degree from the University of Michigan Law School.
Heather Judy leads the compliance services team, which manages tax credits, training grants, and property tax abatements on behalf of clients through the United States. In addition to her role with KSM Location Advisors, Ms. Judy is a director in Katz, Sapper & Miller’s State and Local Tax Group. She has extensive compliance expertise in the areas of property tax, multistate sales and income taxes, and other state taxes. She serves as a liaison on KSM’s government consulting projects.
Bill Long is the Assistant General Counsel for Appeals at the Indiana Department of State Revenue.
Stephen J. Madden
Stephen J. Madden is the Director of Tax Policy at the Indiana Department of Revenue.
Christopher Perry, CPA is Executive Director of Audit Operations at the Indiana Department of Revenue.
Jeff M. Raney
Jeff M. Raney is an attorney with the Indiana Department of Revenue, Tax Policy Division.
Hon. Martha B. Wentworth
Hon. Martha B. Wentworth was appointed Judge of the Indiana Tax Court by Governor Mitch Daniels in 2011. Judge Wentworth holds a B.S., M.S. and J.D. degrees, cum laude, from Indiana University – Bloomington. Prior to her judicial appointment, she was a Tax Director at Deloitte Tax LLP where she led its Indiana Multistate Tax Services. Judge Wentworth has taught at Indiana University’s Kelley School of Business, the McKinney School of Law, and the Maurer School of Law for 21 years. In May 2018, the Board of Regents of the American College of Tax Counsel elected Judge Wentworth as a Fellow of the College, and in 2020, she became a Fellow of the American Bar Foundation.