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2024 State & Local Workshop

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Renaissance Hotel

7000 Bluebonnet Blvd
Baton Rouge, LA 70810

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8.00 Credits

Member Price $339.00

Price will increase by $50 after 7/26

Non-Member Price $439.00

Price will increase by $50 after 7/26

Overview

This conference will get you up to speed on relevant changes to come out of the most recent legislative session, and any other relevant changes impacting state and local taxes. Along with our friends at the LDR, the lineup is stacked with key players in tax policies and enforcement. Join us in person and meet the new Secretary of Revenue Richard Nelson and other essential LDR reps who can answer questions and help resolve outstanding issues.

WORKSHOP AGENDA

7:30 – 7:55 am  Registration & Continental Breakfast

7:55 – 8:00 am  
Welcome & Opening Remarks

8:00 – 8:50 am
Legislative Update
Robert S. Angelico, CPA, JD • Liskow • New Orleans, LA

8:50 – 10:00 am
ITEP, Property Taxes, and Ad Valorem Taxes
Tab Troxler, CLA • St. Charles Parish Tax Assessor • Hahnville, LA
Cade Cole, JD • Louisiana Board of Tax Appeals • Baton Rouge, LA
Phyllis Sims, CPA, JD • Kean Miller LLP • Baton Rouge, LA

10:00 – 10:20 am Break

10:20 – 11:20 am
State and Local Tax Litigation Update
Andre’ Burvant, CPA, JD • Jones Walker • New Orleans, LA
Antonio Ferachi, JD • Director, Litigation Division, Louisiana Department of Revenue • Baton Rouge, LA

11:20 am – 12:10 pm
LDR State of the Department
Richard Nelson • Secretary, Louisiana Department of Revenue • Baton Rouge, LA
12:10- 1:10 pm  Lunch (included)

1:10 – 2:00 pm
LDR Hot Topics
Luke Morris, JD • Assistant Secretary, Legal Affairs - Louisiana Department of Revenue • Baton Rouge, LA
Catherine Logan, • Legislative Liaison and Senior Counsel - Louisiana Department of Revenue • Baton Rouge, LA

2:00 – 3:00 pm
Louisiana Credits and Incentives 
Kim Wallett • Advantous Consulting, LLC • Baton Rouge, LA
Anne Villa, CPA, CEcD, CGFM • Deputy Secretary/Undersecretary, LED • Baton Rouge, LA 

3:00 – 3:20 pm Break

3:20 – 4:20 pm
Local Sales Tax Hot Topics
Matt Zagotti, CMI • Ryan, LLC • Baton Rouge, LA
Darlene Allen, MBA, CPA • Louisiana Association of Tax Administrators • Gonzales, LA

CLE: 6.67 CLE credits, Tax Specialization

HOTEL INFORMATION
SALT attendees get exclusive rates on rooms for this event:

Renaissance Hotel
7000 Bluebonnet Blvd?
Baton Rouge, LA 70810
866.469.5448
Rate: $149/night  
Room block ends July 18.

Non-Member Price $439.00

Member Price $339.00