Agenda

Webinar instructions will be emailed before the date of the webinar.

Please log into the webinar 15 – 30 minutes before start time.

Log into Webinar
8:00 – 8:30 am EDT
Morning Session
8:30 am – 12:05 pm EDT 
Break
12:05 – 1:05 pm EDT
Afternoon Session
1:05 – 4:40 pm EDT

 

Agenda
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
Approval process

Indiana Sales and Use Tax                          J. Greene
Sales tax imposition
Use tax imposition
Industry specific issues
• Manufacturing
• Retail
• Transportation
• Healthcare
• Hospitality
• Services
• Not-for-profits
Recent developments
Cases
Administrative determinations

 

 Webinar Instructions

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.

Webinars are presented via GoToWebinar, an easy-to-use application that can be run on most systems and tablets. Instructions and login information will be provided in an email sent close to the date of the webinar. It is highly recommended that you download, install and test the application before the webinar begins by clicking on the link in the email.

GoToWebinar App requirements:
Windows 7 – 10 or Mac OSX Mavericks (10.9) – macOS Catalina (10.15)

Web Browser:
The two most recent version of the following browsers:
Google Chrome, Mozilla Firefox, Apple Safari, Microsoft Edge
Internet Explorer v11 (or later) with Flash enabled


Internet connection:
 Minimum of 1Mbps       Hardware: 2GB RAM or more

For more information, visit the Support section at www.gotowebinar.com

Credits

Accountants
8.0 CPE Hours

Indiana Attorneys
6.7 IN Distance Education
CLE Hours

 

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).

Speakers

Kevin D. Chestnut

President of Chestnut Property Tax Services, LLC

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

Jim Clark is the Assistant General Counsel for Litigation at the Indiana Department of State Revenue.

Jeff Greene

Jeff Greene Transaction Tax Attorney, LLC

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

Tax Partner with Taft Stettinius & Hollister LLP in Indianapolis

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, CPA

Director of Compliance Services for KSM Location Advisors

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

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

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

Judge of the Indiana Tax Court

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.

Streamable MP4/PDF Price: $299.00

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

This disclaimer cover the following product types…

  • Streamable MP4/PDF
  • USB MP4/PDF

Streamable MP4/PDF

Streamable self-study formats are available approximately 1 week after the date of the live event.

The streamable self-study package includes an MP4 format video recording of a live webinar and a PDF of the manual that was distributed for the webinar. You will receive a PDF of the course manual. The manual contains written materials prepared by the seminar speaker(s).

Completion of an online follow-up quiz is required for those seeking continuing education credit. 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.

USB MP4/PDF

HalfMoon will mail you these materials via USPS. Please allow 2 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 USB Mp3+PDF package includes an Mp3 audio recording of a live seminar on a USB thumb drive along with a PDF file of the manual that was distributed at the seminar. The manual contains written materials prepared by the seminar speaker(s).

The Mp3 audio recording contains 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 varies 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.