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2016 Louisiana State & Local Taxation Workshop (SALT16)
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8/5/2016
When: 8/05/2016
8:15 am - 4:45 pm
Where: Crowne Plaza Hotel
4728 Constitution Ave
Baton Rouge, Louisiana 
United States
Presenter: Various


Online registration is closed.
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Overview


Since the last SALT Workshop there have been THREE legislative sessions, two of which — the “special” ones — have been devoted entirely to fiscal and tax policies. With unprecedented pace, the legislature has unleashed a litany of new regulations that will impact nearly every taxpayer in the state. Your clients, your business — even your friends, family, and neighbors — may be looking to you to translate the changes into plain English.

Let us help make sense of it all. You’ll get updates on all new tax changes, LDR policies and procedures, the Sales Tax Streamlining and Modernization Commission, and much more. You’ll leave knowing how to better deal with the heat and jump through the state and local tax hoops with greater ease.

Sponsor


Sponsorships are still available.
Contact Misean Reed at 504.904.1133 or mreed@lcpa.org

Agenda


7:45 – 8:15 am Registration & Continental Breakfast
8:15 – 8:20 am Welcome
Bridget Kaigler, CPA, CGMA, CMA • SALT Committee Chair & Tax Manager – Ablemarle Corporation • Baton Rouge, LA
8:20 – 8:30 am Opening Remarks
Ron Gitz II, CPA, CGMA • Executive Director/CEO – Society of Louisiana CPAs • Kenner, LA
8:30 - 8:55 am Task Force on Structural Changes in Budget and Tax Policy
William C. Potter, CPA, JD • Postlethwaite & Netterville • Baton Rouge, LA
8:55 - 10:10 am Legislative Update
Robert Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA
10:10 - 10:25 am Break
10:25 - 11:40 am Recent Litigation in State and Local Tax
Antonio Ferachi • Director, LDR’s Litigation Division • Baton Rouge, LA
Matthew Mantle, JD • Jones Walker • New Orleans, LA
11:40 am - 12:05 pm Louisiana Sales Tax Streamlining and Modernization Commission Update
Julie Stokes, CPA • LA Representative, District 79 • Kenner, LA
12:05 - 1:00 pm Lunch
1:00 - 1:25 pm State of the Department
Kimberly Robinson, JD • Louisiana Secretary of Revenue • Baton Rouge, LA
1:25 - 1:55 pm Workforce Commission Update
Stephen Harris • Executive Management Officer – Louisiana Workforce Commission • Baton Rouge, LA
1:55 - 2:45 pm Board of Tax Appeals Update
Cade Cole, JD • Sigler & Raglin Attorneys at Law • Lake Charles, LA
2:45 - 3:00 pm Break
3:00 - 3:30 pm Tax Credits and Incentives Update
Don Allison, CPA • Advantous Consulting, LLC • Baton Rouge, LA
3:30 - 4:45 pm Louisiana Department of Revenue Update
Kevin Richard • Louisiana Deputy Secretary of Revenue
David M. Hansen • Attorney – Policy Services Division – Louisiana Department of Revenue

Speaker Bios

Click on the names below to learn more about these speakers. 
  • Don Allison, CPA

    Don Allison, CPA • Advantous Consulting, LLC • Baton Rouge, LA

    Don is a partner in Advantous Consulting, L.L.C. which is located in Baton Rouge. Advantous provides a variety of consulting services, including those related to Louisiana state and local taxes, Louisiana state and local business incentives, lobbying, and governmental affairs.

    Don has over 30 years of experience in all varieties of Louisiana state and local tax issues. Prior to starting Advantous in January 2006 with his business partner Jimmy Leonard, Don spent eight years as a Senior Manager in the State and Local Tax Practice of KPMG, LLP. Prior to re-joining KPMG in 1997, Don spent eight years as the tax lobbyist for the Louisiana Association of Business and Industry, where he lobbied and managed state and local taxation issues for the Louisiana general business community before the state legislature, many state agencies, and several regulatory boards and commissions. Prior to working at LABI, Don also spent eight years as Chief Financial Officer for Cajun Contractors, Inc. in Baton Rouge.

    Don is associated with over a dozen professional and civic organizations, and he has been a meeting speaker for many of them. He has been a member of the board of directors of Louisiana Industrial Development Executives Association (LIDEA) since 2006. LIDEA is a trade association of economic development professionals seeking to promote the economic health and vitality of the state of Louisiana.

    On behalf of the business community and the local/regional economic development community, Don was a very active participant in the 2½ year process of amending the rules of several Louisiana incentives programs during 2009-2011. He is a member of the Louisiana Sales Tax Streamlining and Modernization Commission. He was a very active participant in the 2015 and 2016 legislative sessions, providing advice and guidance related to many of Louisiana’s incentives programs. He works very closely with leadership of the Louisiana Department of Economic Development and of the Louisiana Department of Revenue, and with many legislative leaders, regarding administration of, and potential changes to, Louisiana’s incentives programs and other state/local tax laws, rules, and regulations.

     

  • Robert S. Angelico, CPA, JD
    Robert Angelico, CPA, JD • Liskow & Lewis, APLC
    New Orleans, LA

    Mr. Angelico is the president and managing partner at Liskow & Lewis in New Orleans. He heads the firm’s federal, state and local tax practice group where he focuses on assisting multinational, national and local clients on Louisiana state and local tax matters.

    He has substantial experience in state and local tax audits and administrative appeals, and he works extensively with the Louisiana Department of Revenue and local taxing authorities around the state. He represents clients involved in state tax litigation and parish and local tax litigation, at both the trial and appellate court levels.

    He draws on his extensive experience in Louisiana state and local taxes to advise clients in planning formations, restructurings, acquisitions, and dispositions. In the area of energy litigation, he has experience with severance and ad valorem tax disputes and other state and local tax litigation matters.

    Mr. Angelico is a Board Certified Tax Specialist as certified by the Louisiana Board of Legal Specialization and a licensed Certified Public Accountant. He also assists corporate, business, and non-profit organizations and individual clients with federal tax planning and federal tax dispute resolution.

    He is an active member and leader in national and local professional tax and accounting organizations. Mr. Angelico served as President of the Society of Louisiana Certified Public Accountants (LCPA) in 2010-2011. He is a past chairman of the Tax Section of the Louisiana State Bar Association, and is currently on the Board of the Louisiana Association of Business and Industry (LABI).

  • Cade Cole, JD

    Cade Cole, JD • Sigler & Raglin Attorneys at Law • Lake Charles, LA

    Cade R. Cole was initially appointed by the Governor to be a member of the Board of Tax Appeals in January 2013. He also serves as Vice-Chairman of the full Board of Tax Appeals.

    Cade coordinated the effort to bring reforms to Louisiana’s system of local tax adjudication, including the expansion of BTA jurisdiction to local sales tax cases.

    In June 2014, he was unanimously selected as the first Judge of the Local Tax Division by its eight member nominating committee. Cade is Board Certified as a Specialist in Tax Law by the Louisiana Board of Legal Specialization, and was recently appointed to its Tax Law Specialization Commission.

    Judge Cole serves on the planning committee of the National Conference of State Tax Judges, and as the American Bar Association State and Local Tax Committee's liaison to the National Conference of State Tax Judges. He also serves as a member of the House of Delegates of the the Louisiana State Bar Association, and in 2013 Judge Cole received the Southwest Louisiana Bar Association's Outstanding Service Award for successful work to improve local indigent defense funding.

    Judge Cole has served as DeQuincy City Magistrate and Vinton Town Attorney.

    He is a graduate of the Tulane School of Law, where he obtained the award for highest performance in Obligations II, Income Tax, and Energy Regulation.

    After law school, Judge Cole served as a Law Clerk to Justice Jeannette Knoll of the Louisiana Supreme Court before entering private practice with Sigler & Raglin in Lake Charles. He is admitted to the bar in Louisiana and Florida, and practiced in state and federal courts in Louisiana, the U.S. Court of Appeals for the Fifth Circuit, and the United States Tax Court.

    He and his wife, Rebekah, have one son and two daughters, and reside in Lake Charles.

     

  • Stephen Harris
    Stephen Harris • Executive Management Officer – Louisiana Workforce Commission
    Baton Rouge, LA

    Stephen C. Harris is an executive management officer who joined the Louisiana Workforce Commission in late 2008. He has worked in various roles in the Office of Unemployment Insurance Administration, including in the Tax Operations division and as the employer liaison in charge of outreach. Harris brings a wealth of business experience and knowledge to the agency. His professional background includes more than 15 years in the banking and investment industry, in addition to more than five years in grants and contract management. Harris holds a Bachelor of Science degree in finance from Louisiana State University.

  • Matthew A. Mantle, JD
    Matthew Mantle, JD • Jones Walker • New Orleans, LA

    Matthew Mantle is an associate in the firm's Tax & Estates Practice Group and practices from the firm's New Orleans office. His practice deals primarily with state and local tax matters, tax and fiduciary litigation, and tax credit programs.

    Mr. Mantle is a 2009 graduate of the Georgetown University Law Center, where he received his Master of Laws in Taxation and was the graduate fellow in state and local taxation for the Council on State Taxation (COST) in Washington, D.C. While at COST, he worked on matters involving state and local tax litigation at the U.S. Supreme Court, state supreme court, and state appellate court levels.

    Mr. Mantle is also a 2008 graduate of The University of Alabama Manderson Graduate School of Business, where he received his Master of Business Administration. He received his juris doctor degree from The University of Alabama School of Law in 2002. Mr. Mantle received his undergraduate degree in psychology and fine arts from Vanderbilt University in 1999.

    Publications
    "A Sale Alone is Not Enough" Institute for Professionals in Taxation Tax Report, February 23, 2011

  • David M. Hansen

    David M. Hansen • Attorney – Policy Services Division – Louisiana Department of Revenue

    David Hansen is a staff attorney in the Policy Services Division of the Louisiana Department of Revenue. Mr. Hansen previously served as a staff attorney in the Litigation Division of the Louisiana Department of Revenue, Hearing Officer in the Audit Protest Bureau of the Louisiana Department of Revenue, and Appeals Officer in the Office of Appeals of the Internal Revenue Service.

    Mr. Hansen received his B.S. in Management from the Louisiana State University Ourso College of Business and his J.D. from the Louisiana State University Hebert School of Law. Mr. Hansen is a member of the Louisiana State Bar Association (Tax Section) and the Baton Rouge Bar Association.


  • William C. Potter, CPA, JD

    William C. Potter, CPA, JD • Postlethwaite & Netterville
    Baton Rouge, LA

    William C. Potter, CPA, JD is a Senior Tax Director at P&N. Bill joined the firm in 1972 and became a partner in 1977. He was P&N's Managing Director from 2000 - 2008.
  • His experience includes Internal Revenue Service practices and procedures, audits and examinations by tax authorities, corporate income taxation, Louisiana income and sales taxation, tax planning for closely-held businesses, trusts, and estate planning. He is often requested to consult with and testify before various legislative committees in the areas of taxation and commercial entities.

    Bill is a noted speaker in the area of taxation and business planning. He has given presentations to numerous groups including local and national governmental, regulatory, business, and professional.

    Bill regularly consults with attorneys in the areas of taxation. He has provided expert witness testimony in numerous courts throughout Louisiana as an expert in taxation and accounting.

    In 2006, he was a contributing author of The Louisiana Gulf Opportunity Zone Business Guide, a publication developed in cooperation with the Louisiana Department of Economic Development and other partners.

    Bill served as an Adjunct Professor of Taxation at the Paul M. Hebert Law Center at Louisiana State University from 1988 through 2004.

  • Rep. Julie Stokes, CPA
    Julie Stokes, CPA • LA Representative, District 79
    Kenner, LA

    Julie Stokes was elected Louisiana State Representative for District 79 on March 2, 2013. She serves on the Ways & Means Committee, the Health & Welfare Committee, the Labor & Industrial Relations Committee, and the newly formed Entertainment Industry Development Advisory Commission. She also serves on the Women’s Legislative Advisory Council of the National Conference of State Legislators.

    Julie is a Certified Public Accountant, working in her family's business, Stokes & Associates. Throughout her career she has been engaged in community service. She has been actively involved with the Jefferson Chamber of Commerce, the University of New Orleans, the Louisiana Society of CPA's, and with various local economic development activities. She has been President of the Chateau Estates Civic Organization, the Accounting and Financial Women’s Alliance, and the Jefferson Young Leaders. Prior to being elected to the Louisiana House of Representatives, Julie was a Commissioner of the Regional Transit Authority and a member of Kenner's Economic Development Committee.

    Julie resides in Kenner with her husband Larry and their two children, Brandon and Taylor. She has lived in the area her entire life, being educated in the Jefferson Parish Public School System, and attending the University of New Orleans on full scholarship where she received her Bachelor’s of Science in Accounting, Magna Cum Laude.

  • Kevin Richard

    Kevin Richard • Louisiana Deputy Secretary of Revenue

  • Currently serving as Deputy Secretary for the Louisiana Department of Revenue, Kevin Richard’s career spans through nearly every enforcement and audit position with the Department since his hire in 1994.  Kevin began his career as a front desk clerk in the New Orleans Office, then as a Taxpayer Representative, Tax Officer, and Revenue Tax Auditor position.  Kevin went on to serve as Tax Auditor Supervisor in the New Orleans Office as well as the Houston office. He was then promoted to Tax Audit Manager of the Houston District Office in 2006 and  then Tax Director of the Field Audit Income Tax Division in 2014 before his current appointment as Deputy Secretary in January of this year. 

    Kevin is a graduate of Southern University in New Orleans with a Bachelor’s Degree in Business Administration, received his MBA from Texas A&M University-Commerce and is a Certified Public Accountant.  

     

  • Kimberly Robinson, JD
    Kimberly Robinson, JD • Louisiana Secretary of Revenue
    Baton Rouge, LA


    Kimberly Lewis Robinson serves in the administration of Louisiana Governor John Bel Edwards as the Secretary of the Louisiana Department of Revenue. Prior to her current position, she served as a partner in the Tax & Estates Practice Group at Jones Walker, where her practice primarily focused on state and local tax matters, including tax and business planning, tax incentives, appeals, audits, tax litigation and appeal, tax controversies, and state and local tax statutes. Her practice also included the areas of economic development financing and incentives and government relations.

    Before joining Jones Walker, she served as special counsel for the Office of the Governor of the State of Louisiana, where she provided legal counsel to Governor Kathleen Babineaux Blanco. During her tenure with the governor, Kimberly served as a liaison to the Departments of Revenue and Economic Development, and served as senior policy adviser on economic development, insurance and revenue policy. Kimberly also worked for six years at the Louisiana Department of Revenue, serving as Assistant Secretary for the Office of Legal Affairs and Confidential Assistant to the Secretary. From 1998-2000, she served as a judicial clerk to the Honorable Justice Bernette J. Johnson, Louisiana Supreme Court.

Registration


  Eary Bird
(through 7/22)
Standard
(through 7/22)
Members $289 $339
Non-Member  $389 $439

Register online using the 'Register' button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040 Monday through Friday, 8am to 5pm.

Need to register more than one person? Fill out our Group Registration Form and email it to register@lcpa.org.

Hotel


Crowne Plaza Baton Rouge
4728 Constitution Ave.
Baton Rouge, LA 70808

Rate: $105/night
Cut-off Date: July 14
Reservations: Call Maggie at 225.930.0130
Group Code: CPA

 


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