Prepare Now for New York Mandatory
E-Filing, Michigan's Revised Process,
and Other State Options
CD of Teleconference with Q&A
Click here for program outline
Conducted on Wednesday, October 29, 2008
Now available on CD
Sponsored by State Income Tax Monitor,
Tax Incentives Alert and Sales & Use Tax Monitor
Tax Teleconference Advisory Board
New York's decision to mandate e-filing, effective Jan. 1, 2009, for Article 9-A general business corporation and S corporation returns and reports significantly raises the bar for electronic filing of state corporate income or franchise tax returns.
Meanwhile, Michigan, which required e-filing of the former single business tax, is expected to unveil a transitional process to e-file the new Michigan Business Tax before April 2009.
Corporate tax departments must meet process and software challenges arising from these programs, the ever-expanding list of participants in the Federal-State 1120 optional e-filing program, and new individual corporate e-filing additions from states such as California and Connecticut.
Listen as our panel of veteran tax corporate tax professionals and advisors helps you analyze the latest state e-filing mandates and options — from understanding the rules and technologies to assessing the benefits and risks.
The panel included:
Lynne Belokopitsky, Director of E-Services, New York Taxation and Finance Department, Albany, N.Y. She is tasked with increasing e-filing and e-payment in New York and manages her department’s online tax center. She led a corporation tax e-filing program in 2006 and a return preparer e-filing mandate in 2005.
Annette Olivier-Wolfe, Alternative Filing Program Manager and Acting Assistant Administrator for Return Processing Division, Michigan Treasury Department, Lansing, Mich. She has worked for the department for more than 25 years and has overseen e-filing efforts for nine years. Previously in her career, she managed the department's Forms and Print Management Program.
Joyette Speirs, Manager, Contact Management and Design Group, CORPTAX Inc., Deerfield, Ill. She manages her group's E-File Division. During her career, she has also worked on state and local taxes for multiple practices at Deloitte & Touche and Deloitte Tax Technologies.
Terry Hunt, E-File Coordinator, Kansas Department of Revenue, Topeka, Kan. He leads corporate e-filing efforts for a revenue agency that was one of the first participants in the Federal-State 1120 E-Filing Program, and remains active in 1120 matters. He has worked with the Kansas department for 13 years, the last seven of which administering the state's E-File Program.
The panel offered their experience to guide you in:
- Mastering all aspects of New York e-filing well before your company files its first return there.
- Understanding other states' changes to their mandatory e-filed forms and reports.
- Benefiting from other companies' experiences dealing with the growing list of states participating in the 1120 program.
- Evaluating the benefits and downsides of optional e-filing to decide whether, and how soon, to enlist your company.
- Anticipating the time, manpower and technology demands if you participate in a mandatory or optional e-filing program.
TELECONFERENCE CD
Purchase a CD-ROM of the full conference proceedings, including Q&A and PDF files of all handouts (available 10 days after the program).
- Regular Price - $297 (plus $9.45 S&H)
- With Teleconference Registration – an additional $75 (plus $9.45 S&H)
Self-study CPE is not offered on CD purchases.