Improving and empowering state tax administration
Improving and empowering state tax administration

2004 Revenue Estimating Conference

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2004 FTA Revenue Estimating Conference


Monday, September 20

General Session

IRS Tax Gap Analysis and Compliance Research
Alan Plumley, IRS

Fiscal Outlook for the States
Donald Boyd, Rockefeller Institute of Government

Macroeconomic Outlook
Cythia Latta, Global Insights

Regional Economic Outlook
Mark Zandi,


12:00 noon – 1:30 pm -  Lunch
Speaker, Governor James H. Douglas

1:30 pm – 3:15 pm – breakout sessions

session 1 - Sectorial Outlook - Moderator: Dick Gebhart

  Retail Outlook
   Michael Niemira, International Council of Shopping Centers

  Housing Outlook
   Frank Nothaft, Freddie Mac

  Automobile Outlook
   David Teolis, General Motors

session 2 -Managing a Research Section - Moderator: Christian Weiss

Legislative Tracking and Fiscal Note Development at the  Louisiana Department of Revenue
   Linda Denny, Louisana    Department of Revenue

The Indiana Enterprise Zone Fiscal Impact Project: Generating an Economic Census of Indiana EZs with GIS Technology and ES-202 Return Data
  Jim Landers, Indiana Legislative Services

Learning from Arizona's Re-engineering Experience
  Elaine Smith, Arizona Department of Revenue

Measuring Revenue Productivity of Auditors/Agents
  Gene Schubert, Wisconsin Department of Revenue

3:15 pm – 3:30 break

3:30 pm – 5:30 pm – regional breakout sessions

Tuesday, September 21

8:30 am – 10:15 am - Concurrent breakout sessions

Forecasters Forum - Moderator: Richard Kaluzny
   Quiang Xu
, New York State Division of the Budget
   Brian Lewis
, Ontario Dept. of Finance
   Michael Lipsman
, Iowa Department of Revenue

Tax Amnesty Programs - Moderator: Art Friedson
   Al Aumick and Matt Gokey
, New York State Department of    Taxation & Finance
   Phil Spilberg
, California Franchise Tax Board
   Holger Ciupalo
, Florida Department of Revenue
   Michael Allen
, Maine Revenue Services
   Michael Kaufmann
, Oklahoma Tax Commission

10:15 am – 10:30 am Break

10:30 am 12:15 pm - Concurrent Breakout Sessions

Apportionment of Corporate Corporate Income Taxes - Moderator: Georganna Meyers
   Kelly Edmiston
, Federal Reserve Bank of Kansas City
   Dr. Sanjay Gupta
, Arizona State University
   Howard Merkowitz
, Massachusetts Department of Revenue
   Michael Kennedy
, Oregon Department of Administrative Services
   C. Daniel Hassell
, Pennsylvania Department of Revenue

Incentive Accountability  - Moderator: Mary Welsh
   Karl Knapp, North Carolina Department of Revenue
   Fred Church, Ohio Department of Taxation
   Michael Allen, Maine Revenue Services
   Mary Welsh, Washington Department of Revenue
   Greg LeRoy , Good Jobs First

12:15 pm – 2:15 pm


2:15 pm – 4:00 pm Concurrent Breakout Sessions

Tax Incidence Studies - Moderator: Dick Gebhart

Measuring Corporate Tax Burden
Natalie Davila, Illinois Department    of Revenue

Using Income Tax Credits to Offset Sales Tax Regressivity
Tom   Clifford, New Mexico Taxation & Revenue Department and
  Tony Popp, New Mexico State University

Wisconsin Tax Incidence Study: An Overview of Methodoloy
Rebecca Boldt, Wisconsin Department of Revenue

Using Census Data In Tax Analysis
Rod Hoheisel, Minnesota Department of Revenue


Gambling Revenues/other nontax sources - Moderator: Ranjana Madhusudham

Revenues from Slot Machines Law
Ryan Bishop, Maryland Ways &    Means Committee

Estimating Revenues from Special Events
John Heleman, Texas    Comptroller of Public Accounts

6:00 pm - 9:30 pm Cruise & Banquet

Wednesday, September 22


Tax Protestors
David Boughtwood, New York State Department of Taxation & Finance

Dynamic Scoring of Tax Proposals
Greg Harkenrider, Kentucky Office of State Budget Director

Use of IRC Section 482 to Combat Abusive State Corporate Tax Shelters
Eric Cook, Chainbridge Software

Contact the Presenter at

Update on Research Roundtable Activites
Michael Allen, Chair