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WSATA 2013 - Agenda
WSATA 2013 Agenda (PDF)
WSATA 2013 Schedule at a Glance (PDF)
Sunday, October 6, 2013
2:00 PM - 6:00 PM Registration (Foyer A)
6:00 PM - 9:00 PM Opening Reception (Ballroom B)
Monday, October 7, 2013
7:30 AM - 5:00 PM Registration (Foyer A)
7:30 AM - 8:30 AM Commissioner's Meeting (Sun Valley)
7:30 AM - 8:30 AM Continental Breakfast (Ballroom)
General Sessions (Ballroom)
8:45 AM - 9:00 AM Opening Remarks
Fred Pablo, Hawaii Department of Taxation, WSATA President
Bruce Johnson, Utah Tax Commission, WSATA Host
9:00 AM - 9:15 AM Welcoming Remarks
Governor Gary R. Herbert, State of Utah
9:30 AM - 10:30 AM Refund Fraud, Identity Theft, and the Consent Process with State and Local Enforcement
Chad Cutting, Internal Revenue Service
Tax Refund Fraud and Identity Theft (PDF) 12 pages, 657 KB
10:30 AM - 10:45 AM Break
10:45 AM - 11:45 AM "LEAN" - Concept and Its Application to Tax Administration
Rob Woods, Arizona Department of Administration
Lean is Growing (PDF) 22 pages, 1.8 MB
Lunch (Ballroom)
11:45 AM - 1:00 PM Economic Conditions in the Western Region of the United States
Scott Pattison, National Association of State Budget Officers
Breakout Sessions
Breakout 1: Technology and Tax Administration (Ballroom)
1:00 PM - 2:00 PM Utilizing "LEAN" to Transform Tax Operations
David Raber, Arizona Department of Revenue
Eric Myers, Colorado Department of Revenue
Vikki Smith, Washington Department of Revenue
Rob Woods, Arizona Department of Administration
Jumping into Lean - First Steps (PDF) David Raber (presented by Robin Woods), 13 pages, 584 KB
Colorado's LEAN Experience (PDF) Eric Meyers, 12 pages, 303 KB
Utilizing Lean to Transform Operations (PDF) Vikki Smith, 15 pages, 778 KB
2:00 PM - 2:15 PM Break
2:15 PM - 3:15 PM Tools to Enhance Voluntary Compliance
Vikki Smith, Washington Department of Revenue
Tools to Enhance Voluntary Compliance (PDF) 25 pages, 1.7 MB
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM Creating Property Tax Online Services
Greg Schneider and Dan Absher, Montana Department of Revenue
Creating Property Tax Web Based Services 43 pages, 1.73 MB
Breakout 2: Compliance (Idaho)
1:00 PM - 2:00 PM Automating Accounts Management, Billings, and Collections
Charlie Helms, North Carolina Department of Revenue
Utilizing Public Private Partnerships to Improve DOR Operations (PDF) 25 pages, 487 KB
2:00 PM - 2:15 PM Break
2:15 PM - 3:15 PM State Taxation Beyond the Water's Edge
Gene Walborn, Montana Department of Revenue
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM Consolidated Data Centers and Cyber Security
Barry Conover, Utah Tax Commission
Consolidated Data Centers and Cyber Security 18 pages, 277.8 KB
Breakout 3: Legal (Arizona)
1:00 PM - 2:00 PM Marketplace Fairness Act Implication
Christie Comanita, Arizona Department of Revenue
Janetta Taylor, Washington Department of Revenue
Marketplace Fairness Act (PDF) Christie Comanita, 9 pages, 1.0 MB
Communicating the Marketplace Fairness Act (PDF) Janetta Taylor, 16 pages, 1.9 MB
Breakout 4: Sponsor Solution Series
2:15 PM - 3:15 PM Revenue Solutions Inc.
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM Fast Enterprise
Tuesday, October 8, 2013
7:30 AM - 8:30 AM Continental Breakfast (Ballroom)
General Sessions
8:30 AM - 9:30 AM Use of Technology to Improve Collection Efforts
Tom Mathews, Internal Revenue Service
Collection Technology and Automation (PDF) pages, 829 KB
9:30 AM - 10:30 AM Protecting the Integrity of Tax Administration
P. Cordale Lamb, Treasury Inspector General for Tax Administration
10:30 AM - 10:45 AM Break
10:45 AM - 11:45 AM Multistate Tax Commission Update
Bruce Fort, Multistate Tax Commission
Multistate Tax Commission Update (PDF) 34 pages, 2.4 MB
11:45 AM - 1:00 PM Lunch on Your Own
Breakout Sessions
Breakout 1: Technology and Tax Administration (Ballroom)
1:00 PM - 2:00 PM Current Issues in Inspecting Tax Administration
P. Cordale Lamb, Treasury Inspector General for Tax Administration
2:00 PM - 2:15 PM Break
2:15 PM - 3:15 PM Mobile Apps for the iPhone and Android
Vikki Smith, Washington Department of Revenue
Washington Goes Mobile Tax Rate Lookup App (PDF) 30 pages, 1.2 MB
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM Mobile Applications for Income Tax Filings
Greg Schneider and Tim Wilson, Montana Department of Revenue
Mobile Applications for Income Tax Filings 25 pages, 25.9 MB
Breakout 2: Compliance (Idaho)
1:00 PM - 2:00 PM Emerging Issues Related to Refund Fraud
John Vecchiarelli, Colorado Department of Revenue
Amy Arellano, New Mexico Department of Taxation and Revenue Tax Fraud - The New Challenge(PDF) John Vecchiarelli, 13 pages, 97 KB
Emerging Trends in Refund Fraud (PDF) Amy Arellano, 9 pages, 214 KB
2:00 PM - 2:15 PM Break
2:15 PM - 3:15 PM Automating Return Selection, Desk Audit, Field Audit, and IRS Data
Scott Smith, Utah Department of Revenue
Automating Return Selection (Desk Audit, Field Audit, and IRS Data) (PDF) 17 pages, 1.7 MB
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM E-Withholding (Electronically Filing Liens with Banks)
Janetta Taylor, Washington Department of Revenue
E-Withhold Program (PDF) 20 pages, 1.3 MB
Breakout 3: Legal (Arizona)
1:00 PM - 2:00 PM Captive Real Estate Investment Trusts
Frank Hales, Utah Tax Commission
Captive REITs (PDF) 19 pages, 984 KB
2:00 PM - 2:15 PM Break
2:15 PM - 3:15 PM Letter Rulings and the Administrative Rule Development Process
Nancy Prosser, Texas Comptroller Office
3:15 PM - 3:30 PM Break
3:30 PM - 4:30 PM Emerging Issues Related to the Legalization of Marijuana and Its Taxation
John Vecchiarelli, Colorado Department of Revenue
Janetta Taylor, Washington Department of Revenue
The History of Marijuana Legalization in Colorado (PDF) John Vecchiarelli, 16 pages, 237 KB
Initiative Measure No. 502: Issues related to legalized marijuana (PDF) Janetta Taylor, 20 pages, 1.4 MB
Closing Dinner (Ballroom)
6:00 PM - 9:00 PM - Hawaiian Luau
Wednesday, October 9, 2013
7:30 AM - 8:30 AM Commissioner's Breakfast Meeting (Sun Valley)
7:30 AM - 8:30 AM Continental Breakfast (Ballroom)
General Sessions (Ballroom)
8:30 AM - 9:30 AM Taxation of Online Travel Companies
Hugh Jones, Hawaii Department of the Attorney General
Taxation of Online Travel Companies (The Hawaii Experience) (PDF) 49 pages, 13.1 MB
9:30 AM - 10:30 AM Who You Gonna Call? (Disaster Preparation)
Cleo Anderson, Greg Schneider and Tim Wilson, Montana Department of Revenue
Who You Gonna Call? (Disaster Preparation) (PDF) 18 pages, 1.4 MB
10:30 AM - 11:30 AM Federation of Tax Administrators Update
Gale Garriot, Federation of Tax Administration
Federation of Tax Administrators - Update 31 pages, 1.5 MB
11:30 AM - 12:00 PM 2014 WSATA Preview
Richard Jackson, Idaho Tax Commission