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2023 state and local tax recap: Evolution of fiscal conditions and what’s coming next
December 12, 2023 @ 1:00 pm – 2:00 pm EST
After several years of near-uniform state budget surpluses, primary tax revenue drivers experienced rapid declines in 2023. Most states have held steady, while some have continued tax cuts. These actions may provide hints to the next wave of targeted state and local tax expansion. It has been a moderately active year in legislative and regulatory developments compared to the two previous, and taxpayers must be ready to address numerous emerging and traditionally hot-button tax issues.
Join us for a recap of 2023 and a discussion on planning as the taxpayer-friendly environment may be turning. Tax rate increases, base expansion and new taxes have been a nonstarter almost nationwide since the beginning of the pandemic. Is the economic setup a preview of the return to the race to find revenue?
Among other topics, our discussion will focus on:
- SALT legislative and regulatory development recap for 2023
- Look ahead to 2024: How state policy landscape could be at a turning point
- How to prepare now for what could be the biggest fiscal shift in several years
Presenters
Amy Letourneau | Sr. Manager | RSMUS LLP
David Brunori Senior Director RSM USDavid Brunori is senior director of state and local taxes in the Washington National Tax office at RSM US LLP. He has more than 30 years of experience advising clients on state tax policy planning, controversy and policy development. View full bio 
Brian Kirkell Principal RSM USBrian Kirkell is principal and leader of the state and local tax group in the Washington National Tax office of RSM US LLP. A licensed attorney, he provides advanced technical analysis of state and local tax issues important to middle market businesses. He joined RSM in 2012 and has more than 20 years of experience with state and local tax issues. View full bio 
Mo Bell-Jacobs Senior Manager RSM USMo Bell-Jacobs is a senior manager specializing in state and local taxes in RSM US LLP’s Washington National Tax practice.View full bio
Learning objectives
Upon completion of this webcast, attendees will be able to:
- Recognize the key economic trends and developments from 2023 affecting state and local taxation
- Explain how a moderately active 2023 may impact 2024 state and local tax planning
- Identify risks and opportunities in the evolving state and local tax landscape
CPE credits
CPE credit available
RSM US LLP is pleased to offer 1.0 CPE credits for attending each webcast. To qualify, you must log in to the webcast and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.
RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Advance preparation: None
Program level: Basic
Prerequisites: None
Delivery method: Group internet-based
Field of study: Taxes
CPE: 1.0 credits per webcast
