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

2022 Revenue Estimating Conference

     [back to All Revenue Estimating Conference]logo

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      

Regional Economic Outlook  
Dan White, Moodys Analytics

State Tax Changes and Emerging Trends  
Jared Walczak, Tax Foundation

Lunch [with speaker]
State & Local Tax Administration: A Long View with Some Suggestions  
Professor Robert Strauss, Carnegie Mellon University

Concurrent Sessions

moderator: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair      

Automobile Outlook  
Kim Hill, HWA Analytics

Housing/Contruction Outlook  
Michael Guckes, Constructconnect

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

Corporate Tax Reform in Pennsylvania  
Amy Gill, Pennsylvania Department of Revenue

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

Tuesday, October 25, 2022
FTA-NTA Joint Session-Innovative Uses of Tax Data
moderator: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair      

Synthetic Individual Income Tax Data  
Leonard Burman, Tax Policy Center

Tax Filer Demographics and Migration Analyses  
Laura Braunstein and Carolyn Thomas, Colorado Dept. of Revenue

Linking Tax Administrative Data with State Social Services Data  
Evan White, California Policy Lab at UC Berkeley

discussant: Eric Willette, Minnesota Department of Revenue      

Concurrent Sessions

Back-Casting and Forecasting Capital Gains Realization
moderator: Ed McLenaghan, North Carolina Office of State Budget & Management


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
moderator: Steven Giachetti, New York City Office of the Comptroller

Michael Galliher, Connecticut Department of Revenue Services

Zach Petersen, Wisconsin Department of Revenue

William Irving, New Jersey Department of Treasury

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.      

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      


Greg Harkenrider, Kentucky Office of State Budget Director

Shane Sanders, Pennsylvania Department of Revenue

Hoa Phu Tran, Nebraska Department of Revenue

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      
Seth Colby, Hawaii Department of Taxation
Geng Yi, D.C. Office of Revenue Analysis
Dan Stickel, Alaska Department of Revenue

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:
  • Determining the initial tax imposition of various tax types,
  • Determining the effects of tax shifting,
  • Allocating business taxes to nonresidents, and
  • The Suits Index


Wednesday, October 26, 2022
Wednesday Morning General Session
presiding: Michael Kaufmann, Oklahoma Tax Commission and FTA Research Chair      




Photos courtesy of VisitPITTSBURGH ( and the Doubletree by Hilton Hotel Downtown.