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2022 FTA Revenue Estimating Conference - Presentations
All presentations are in pdf format.
| Monday, October 24, 2022 |
|
Monday Morning General Session
presiding: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair
Welcome to Pittsburgh
Secretary C. Daniel Hassell, Pennsylvania Department of Revenue Macroeconomic Outlook
Chris Varvares, IHS Markit Why the Pandemic Did not Crash State Revenues? Exploring the Changing Patterns in State Income Taxes
Lucy Dadayan, Urban Institute [presentation] |
|
Lunch [with speaker]
State & Local Tax Administration: A Long View with Some Suggestions
Professor Robert Strauss, Carnegie Mellon University [papers] |
| Concurrent Sessions SECTORIAL OUTLOOK
moderator: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair
State Tax Reform and Tax Incentive Analysis
moderator: Robin J. Anderson, Iowa Department of Revenue
Evaluating the Effectiveness of Tax Incentives Without ROI
Michaela Miller, Pennsylvania Independent Fiscal Office [presentation] Preliminary Investigations into the Effects of Combined Reporting in New Jersey's Corporation Business Tax
James Green-Armytage and William Irving, New Jersey Department of Treasury [presentation] |
| Tuesday, October 25, 2022 |
|
FTA-NTA Joint Session-Innovative Uses of Tax Data
moderator: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair
Tax Filer Demographics and Migration Analyses
Laura Braunstein and Carolyn Thomas, Colorado Dept. of Revenue [presentation] Linking Tax Administrative Data with State Social Services Data
Evan White, California Policy Lab at UC Berkeley [presentation] discussant: Eric Willette, Minnesota Department of Revenue |
| Concurrent Sessions Back-Casting and Forecasting Capital Gains Realization
Panel:
Joshua Goldstein and Courtney Adrian, New York City Office of Management & Budget
Norton Francis, District of Columbia Office of Revenue Analysis
Ralph Franklin, Montana Office of Budget and Program Planning
Michael Allen, Maine Revenue Services Pass Through Entity Tax Workarounds
Panel:
Michael Galliher, Connecticut Department of Revenue Services
[presentation] Zach Petersen, Wisconsin Department of Revenue
[presentation] William Irving, New Jersey Department of Treasury
[presentation] SOLUTION SERIES I
REMI
How REMI Tax-PI and SEI Evaluate the Economic, Socioeconomic, and Fiscal Impacts of Policy Alejandro Madrigal and Peter Evangelakis, REMI In this presentation, REMI will demonstrate Tax-PI, a user-friendly and comprehensive dynamic regional macroeconomic, demographic, and fiscal forecasting and impact analysis tool. The complementary Socioeconomic Indicators (SEI) module will also be discussed, which provides detailed insights into the impacts on sub-populations by income level, race/ethnicity, gender, education, and age. REMI will highlight key features and results and will be happy to address any questions. |
|
SOLUTION SERIES II
Moody's Analytics
Shock Value: Evaluating Near-term Shocks As Revenue Forecasters Emily Mandel, Moodys Analytics In this session Emily Mandel from Moody's Analytics will discuss the challenges of evaluating the revenue implications of a near-term economic shock, and ways those challenges can be met using Moody's Scenario Studio Platform. As part of the discussion, Emily will walk through relevant case-studies within the current economic environment including: - Hurricane Ian - OPEC+ Production Cuts - A Potential Housing Crash |
|
Forecasters Forum
moderator: Joshua Goldstein, New York City Office of Management & Budget
Panel:
Greg Harkenrider, Kentucky Office of State Budget Director
[presentation] Shane Sanders, Pennsylvania Department of Revenue
[presentation] Hoa Phu Tran, Nebraska Department of Revenue
[presentation] Open Discussion
Conference participants will have the ability to discuss some of the economic/modeling techniques they use for their forecasts Tax Policy in a High Inflation Environment
moderator: Peter Evangelaki, REMI
Panel:
Seth Colby, Hawaii Department of Taxation
[presentation] Geng Yi, D.C. Office of Revenue Analysis
[presentation] Dan Stickel, Alaska Department of Revenue
[presentation] SOLUTION SERIES III
Chainbridge Software
The Ins and Outs of Incidence: Multitax Incidence Analysis in a Microsimulation Environment Eric Cook, Chainbridge Software The concept of state and local tax incidence is significant. Who actually bears the burden of the states taxes? Is the states tax system relatively progressive or regressive? Is the tax ultimately paid by consumers, owners of capital, or workers? Given the complexity and interconnectivity of a states economic market, a single business tax causes ripple effects that shift the incidence of that tax to owners of capital, consumers, or laborers in that state and elsewhere. As part of the incidence analysis, it is necessary to distribute those business taxes to resident households so that the distribution of the tax by income class can be computed. Eric will discuss both the theoretical approach and practical procedures for:
[presentation] |
| Wednesday, October 26, 2022 |
|
Wednesday Morning General Session
presiding: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair
Non-Monetary Sanctions as Tax Enforcement Tools: Evaluating Californias Top 500 Program
Allen Prohofsky, California Franchise Tax Board [presentation] [papers] Does Accounting Earnings Provide Useful Information for State Tax Revenue Forecasts
Braden Williams, University of Texas [presentation] [papers] The Impact of Local Property Tax Expenditures on Homeownership and Housing Affordability in the District of Columbia
Kevin Hundelt, the District of Columbia Office of Revenue Analysis [presentation] |
Photos courtesy of VisitPITTSBURGH (https://www.visitpittsburgh.com/) and the Doubletree by Hilton Hotel Downtown.
