2024 Indiana State Tax Update
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Streamable MP4/PDF
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Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Wednesday, October 30, 2024
8:30 am – 4:40 pm EDT
Indiana Department of Revenue Update
Presented by: LuAnn Pelsor, Kyle Fletcher & Jeff Raney
- General and audit update
- Legal and appeals update
- Policy and legislative update
Indiana Property Taxes
Presented by: Kevin D. Chestnut
- Real property tax issues and updates
- Personal property assessments and reporting issues
- Personal property issues and updates
- Contract audits – tips and procedures
2024 Survey of Indiana Tax Decisions
Presented by: Andrew W. Swain
- Reviewing all cases the Indiana tax court issued to date in 2024 involving income, sales, excise, property and other taxes
2024 Indiana Tax Court Update
Presented by: Hon. Justin McAdam
- History and purpose of the tax court
- What’s new at the tax court?
- Tax in the news
Tax Incentives
Presented by: Amy McDonald
- State and local tools
- Challenges and opportunities
- Approval process
Indiana Sales and Use Tax
Presented by: Jeff 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
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 can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
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)
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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 Credits
Attorneys
6.7 CLE Hours
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for up to 8.0 CPE credits for accountants and 6.7 CLE hours for attorneys in Indiana.
The Indiana Supreme Court Office of Admissions & Continuing Education has approved this course for 6.7 general CLE hours.
This webinar offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet based CPE credits in the area Taxes. Knowledge of tax laws and programs is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
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.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any licensing boards and may not qualify for the same credits.
Speakers
Kevin D. Chestnut
President of Chestnut Property Tax ServicesMr. Chestnut 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.
Kyle Fletcher
Director of Tax Appeals at the Indiana Department of RevenueJeff Greene, J.D.
Senior Manager with IEA, Inc. in IndianapolisAfter graduating from Indiana University School of Law, Mr. Greene started his career in state and local tax as a Sales Tax Hearing Officer with the Indiana Department of Revenue in 1988. He has worked with a small consulting firm as vice president and general counsel. Mr. Green started the state and local tax practice at the Indianapolis offices of Deloitte. He was the national product leader for Grant Thornton’s automation practice; he was the national practice leader for Crowe Horwath’s sales and use tax practice; and he opened his law office as a sole practitioner. Mr. Greene is active in the Institute for Professionals in Taxation (IPT) and serves on the certification committee. He is a frequent speaker on multistate sales and use tax issues, and sales tax process improvement.
Hon. Justin McAdam
Indiana Judge Tax CourtHon. McAdam was appointed Judge of the Indiana Tax Court in 2023. He earned his bachelor’s degree from Indiana University and a law degree from Harvard Law School. Mr. McAdam came to the position after serving as deputy director and chief legal counsel of the Indiana Office of Management & Budget. He replaces retiring Judge Martha Wentworth.
Amy McDonald, CPA
Vice President of KSM Location AdvisorsMs. McDonald’s quantitative analysis allows her to identify tailored incentives opportunities for each company’s specific requirements. Her negotiation skills with government entities highlight her ability to secure monetary incentives. Ms. McDonald’s extensive expertise in property tax, multistate income taxes, and other state tax matters plays a crucial role in helping clients maximize the benefits of incentives while navigating complex regulatory landscapes. Her dedication to understanding the intricacies of tax regulations and her commitment to delivering tailored solutions underscore her value to clients in achieving their goals. Before joining KSM, she gained experience in both public accounting and corporate environments. Ms. McDonald is a member of the Indiana CPA Society.
LuAnn Pelsor
Director of Audit Operations Support at the Indiana Department of Revenue-Audit DivisionJeff Raney
Attorney with the Indiana Department of Revenue - Tax Policy DivisionAndrew W. Swain, LL.M. (Tax) J.D., CFE, CFCI
Assistant Professor of Business Law and Ethics at the Indiana University Judd Leighton School of Business and Economics in South Bend, IndianaProfessor Swain also serves as a lecturer of business law for the online MBA program offered by the Jones Graduate School of Business at Rice University. His area of expertise in business law is state and local tax (SALT). Before transitioning to academia, Professor Swain held the position of Chief Counsel of the Revenue Division for the Indiana Attorney General, where he oversaw all tax litigation for the State of Indiana for twelve years. Before that, he worked as a tax manager at KPMG and Arthur Andersen’s offices in Denver, Colorado, specializing in tax controversies (audit defense) and corporate transactions within the SALT division. He has written over 200 tax-related articles and has delivered numerous lectures on tax topics.
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