2018 FTA Revenue Estimating Conference
Are you a state revenue forecaster, estimator or tax analyst? Then you should have attended the 2018 FTA Revenue Estimation and Tax Research Conference. The conference was held October 6-10, at the Wyndham Bayside Hotel in San Diego CA.
Key economists provided insights on the direction of the economy. State economists and other experts discussed innovative tax policy analysis. And, once again, FTA joined forces with the National Tax Association to leverage the academic community's expertise to help you better understand and evaluate good tax policy.
All Papers and Presentations are available online.
The 2019 FTA Revenue Estimation and Tax Research Conference will be held at the InterContinental New Orleans Hotel, in Downtown New Orleans. It is scheduled for September 21-25, 2019.
Mark Your Calendar:
2018 FTA Revenue Estimating Conference - Presentations
All presentations are in pdf format.
|Monday, October 8, 2018
Monday Morning General Session
presiding: Bob McKee, Florida Dept. of Revenue and FTA Research Chair
Irena Asmundson, Chief Economist, California Dept. of Finance
Impact of TCJA on State Business Taxes
Steve Wlodychak and Andrew Phillips, Ernst & Young
State Tax Revenue Forecasts and Actual Trends in the Wake of the TCJA
Lucy Dadayan, Urban Institute Tax Policy Center
Lunch [with speaker]
Title: The Impact of State Taxes on the Location of High Income Taxpayers
Daniel Wilson, Federal Reserve Bank of San Francisco
moderator: Bob McKee, Florida Dept. of Revenue and FTA Research Chair
Outlook for the Construction Sector
Kenneth Simonson, Associated General Contractors of America
Data Base Development and Analysis
moderator: Kim Davis, Washington Dept. of Revenue
Use of Tax Data for Economic Research-Data Mining to Understand the Sharing Economy & Business Churning
Karen Schlain, New York City Dept. of Finance
Wisconsin DOR Interactive Data Visualization
Robert Schmidt, Wisconsin Dept. of Revenue
|Tuesday, October 9, 2018
Joint FTA-NTA Session* - TCJA Analysis
moderator: Ranjana Madhusudhan, New Jersey Office of Revenue
Legal Uncertainties Associated with TCJA and Implications for State and Local Governments
Kirk Stark, Law, UCLA
TCJAs Implications for State Corporate and Personal Income Taxes and The Cost of Tax Compliance and Administration
Daniel R. Mullins, Ernst & Young, LLP
The Impact of the TCJA Individual Income Tax Provisions Across the States
Frank Sammartino, Urban-Brookings Tax Policy Center
Tacking with the Windfall: TCJA Impacts on Georgias Budget and Taxpayers
Robert d. Buschman, Georgia State University
discussant: Norton Francis, District of Columbia Office of Tax and Revenue
* Organized by Dr. Ranjana Madhusudhan, New Jersey Dept. of Treasury
State Analysis & Estimated Impact of TCJA
moderator: Ed McLenaghan, North Carolina Office of State Budget & Management
Thomas Shaner, Idaho State Tax Commission
David Gunter, Maine Revenue Services
Tax Credit and Incentive Analysis
moderator: Timothy Lenell, Nebraska Dept. of Revenue
Assessing the Impact of Iowa's School Tuition Organization (STO) Tax Credit
Anthony Girardi, Iowa Dept. of Revenue
DC Tax Expenditures and Economic Development
Charlotte Otabor and Lori Metcalf, District of Columbia ORA
SOLUTION SERIES I
Dynamic Fiscal and Economic Analysis: Experience from the States
Dr. Frederick Treyz, Chief Economist/CEO and Dr. Peter Evangelakis, Senior Economist, REMI
State-level policy makers need to consider the implications of decisions on both the economic well-being of residents, and on the state budget. This presentation describes the experience of states using dynamdynamic tax policy analysis, fiscal and economic impact analysis of Amazon HQ2.0, and evaluation of other state-level policies.
SOLUTION SERIES II
Forecasting State Fuel Use Tax by Understanding Motor Vehicle Technology and Volume
Rachel Shue, Automotive Consultant, IHS Markit
An automotive expert from IHS Markit will offer insight into how technology advancements related to motor vehicle fuel economy will impact state fuel use tax revenue.
Issues in Corporate Taxation
moderator: Harry Tsang, New Jersey Dept. of Treasury
Corporate Profit Shifting in Anticipation of Tax Reform
Zhong Jin, Iowa Dept. of Revenue
The Effect of Combined Reporting on the District's Tax Revenue
Yi Geng, Uranbileg Enkhtuvshin and Fahad Fahimullah, District of Columbia ORA
Sales Tax Issues
moderator: Eric Hurley, Colorado Dept. of Revenue
Measuring Tax Pyramiding: Modeling the Cascading Effects of Hawaii's General Excise Tax
Seth Colby, Hawaii Dept. of Taxation
How to Make Electronic Commerce Estimates by City
Joe Fitz, California Dept. of Tax & Fee Administration
SOLUTION SERIES III
Experience Estimating the Revenue Impact of TCJA - a Microsimulation Modeling Approach
Eric Cook, Kirk Copen, and Jaime Copenhaver, Chainbridge Software, LLC
Chainbridge will present a brief overview of microsimulation modeling in general, along with highlights from their recent experience estimating the revenue impact of the international, individual and business provisions of TCJA.
|Wednesday, October 10, 2018
Wednesday Morning General Session
presiding: Bob McKee, Florida Dept. of Revenue and FTA Research Chair
FTA Award Winner
The Decline in Tax Return Filing in Maryland and Its Repercussions for Revenue Collections
David Farkas, Comptroller of Maryland
A Study of the DC Rental Market and the Role of Millennials
Daniel Muhammad, Yi Geng and Farhad Niami, District of Columbia ORA
See You in New Orleans
September 21-25, 2019
2018 FTA Revenue Estimating Conference - Registration
The Conference Registration Fees are:
- $530 for Government or Academic
- $630 for Industry
- $100 Guest (includes reception & banquet)
Conference Registration Deadline is October 1, 2018. An additional $50 fee is assessed for all on-site registrants who have not notified FTA in advance of their intent to attend. Cancellations after October 1, 2018 (except for emergencies) will be assessed a $50 processing fee.
2018 FTA Revenue Estimating Conference - Hotel
The conference was held at the Wyndham San Diego Bayside Hotel at 1355 North Harbor Drive, San Diego, CA 92101. It is located across from the scenic San Diego Bay and is within walking distance of downtown. Many restaurants are nearby in Little Italy, the Gaslamp Quarter and Seaport Village. More information is available on the local information page.
The Conference rate
- $160* per night plus taxes - single/double
All reservations must be made individually through the Hotel's Reservations number or website.
*note, the contract rate FTA has with the hotel is the current Federal Per Diem rate. This rate increased on October 1. While you may have made your reservations under the previous per diem rate ($149), the hotel will charge the current per diem rate.
2018 FTA Revenue Estimating Conference - Getting There
The closest airport is the San Diego International Airport [SAN]. The hotel provides complimentary shuttle service from the airport.
Need help, contact Ron Alt at <email@example.com>.
2018 FTA Revenue Estimating Conference - Local Information
The hotel is located at the heart of the city across from the scenic San Diego Bay with is many restaurants and shops. Within walking distance is the Gaslamp Quarter, Little Italy and Seaport Village.
There are many great sites in and around San Diego for you to see during your free time. They include the Famous San Diego Zoo, Sea World San Diego, Historic Old Town, and the aircraft carrier USS Midway. The hotel can provide free transportation to and from many of these activities. Or, the Red Trolley provides additional transporation options.
2018 FTA Revenue Estimating Conference - Marketing Partners
FTA would like to Thank our Marketing Partner:
Chainbridge Software has been working with state governments for over eighteen years, providing products and services in the areas of both tax policy analysis (PolicyLinks) and the application of IRC § 482 (ComplianceLinks) at the state level.
- PolicyLinks is the most advanced microsimulation tax policy modeling system available today. This tax policy analysis tool determines how changes to tax policies affect taxpayers by income classification, total revenue and receipts.
- Using our ComplianceLinks system and associated services, states have successfully recovered revenue lost to tax planning.
Chainbridge will be making a presentation as part of the solution series. See their presentation, Experience Estimating the Revenue Impact of TCJA -- a Microsimulation Modeling Approach, Tuesday at 2:15 p.m., in the Pacific Ballroom C.
See the Chainbridge table near the registration desk, or visit their website <http://chainbridge.com/> for more information.
Fast Enterprises provides software and consulting services for government agencies. We work with city, county, state, provincial and national governments to implement systems that are used to administer a wide variety of programs.
We offer commercial-off-the-shelf (COTS) software that helps agencies reduce costs, improveservice to constituents, maximize revenues and improve the efficiency of internal operations.
See the FAST table near the registration desk, or visit their website <https://www.fastenterprises.com/> for more information.
IHS Markit is the automotive industry’s leading source for market-wide insight, expertise and advanced planning solutions. Automotive offerings and expertise at IHS Markit span every major market and the entire automotive value chain -- from product planning to marketing, sales and the aftermarket. Headquartered in London, our automotive team is part of IHS Markit’s information and analytics powerhouse that includes more than 15,000 colleagues in 150 countries, covering automotive, energy, chemical, aerospace and defense, maritime, financial, technology, media and telecommunications.
IHS Markit will be making a presentation as part of the solution series. See their presentation, Forecasting State Fuel Use Tax by Understanding Motor Vehicle Technology and Volume, Tuesday at 11:45 a.m., in the Pacific Ballroom C.
See the IHS Markit table near the registration desk, or visit their website <https://ihsmarkit.com> or email firstname.lastname@example.org for more information.
REMI (Regional Economic Models, Inc.) is a leading regional economic modeling and policy analysis firm. REMI provides a suite of economic modeling software, including Tax-PI, which is used by analysts to evaluate the fiscal effects of policy change. The company assists federal, state, and regional government agencies, such as state departments of revenue, as well as leading non-profit and trade organizations, universities and consulting firms.
- Tax-PI 2.2 is an advanced tool for estimating the total economic and fiscal impacts of tax policy changes or other governing options over time. Analysts can use the software to produce dynamic fiscal analysis, helping decision makers anticipate year-by year revenue effects of different alternatives.
- REMI PI+ generates comprehensive estimates of the total regional economic and demographic impacts of different policy choices. The software allows users to simulate the “what if” scenarios and estimate the direct and indirect implications of policy options.
REMI will be making a presentation as part of the solution series. See their presentation, Dynamic Fiscal and Economic Analysis: Experience from the States, Tuesday at 10:45 a.m., in the Pacific Ballroom C.
See the REMI table near the registration desk, or visit their website <http://www.remi.com/> for more information.
For more information, see the Marketing Partner Website.
or contact Keith Biersner