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3 CPE – State and local tax forum

June 13 @ 11:00 am - 5:00 pm EDT

RSM CPE Webinars

Participants of the free live webinars will be eligible for 3 CPE credits.


Reserve your spot today for any or all of the sessions on state and local tax trends and expectations for 2023 starting Tuesday, June 13, 2023, at 11 a.m. EDT.

11 a.m. State of the states: Fiscal steadiness through economic headwinds

State surpluses and budgets held up surprisingly well during the last few years, but now macroeconomic headwinds are beginning to change the conversation. Will three years of tax cuts, rebates and relatively little base expansion come to a head in FY24? Is the tax-cutting fervor about to become a fever as long-term outlooks shift dramatically? Learn about where we are going and how to plan for uncertainty.


  • Brian Kirkell
    RSM US

    Brian 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.

  • David Brunori
    Senior Director
    RSM US

    David 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.

  • Mo Bell-Jacobs
    Mo Bell-Jacobs
    Senior Manager
    RSM US

    Mo Bell-Jacobs is a senior manager specializing in state and local taxes in RSM US LLP’s Washington National Tax practice.

1 p.m. State of the states: Income taxes

A dynamic shift is affecting how taxpayers should approach personal and business income taxes. Lower rates have spread quickly, and pass-through entity elections have been adopted in almost every state. Meanwhile, state legislatures are largely recognizing the unnecessary complexity of corporate income taxes, and they’re looking to shift tax collections to gross receipts or other types of tax regimes. With widespread nexus changes and the slow death of P.L. 86-272, tax planning in the 2020s is a far cry from decades past. Learn what this means for you.


Ce’Anna Buzzell, Senior Manager, RSM US LLP

Amanda Pucciarelli. Principal, RSM US LLP

Sherri York, Partner, RSM US LLP

  • Amol Jain
    Amol Jain
    Senior Manager
    RSM US

    Amol Jain is a senior manager of tax services for RSM US LLP, with over 11 years of experience in state and local tax. His focus is state income/franchise taxes, serving as the firm’s Southeast region income and franchise leader for digital goods and services.

3 p.m. State of the states: Transaction taxes

Sales and use taxes are becoming a larger component of state budgets and a larger risk for businesses. Taxation of the digital economy and blockchain, the unending response to Wayfair, and increasing filing complexity are moving businesses to think more about efficient processes and better risk management. Transaction taxes continue to get more complicated and nuanced. Our SALT transaction tax professionals will discuss how recent developments can affect a business’s bottom line.


Trevor Jones, Manager, RSM US LLP

Josh Killian, Senior Manager, RSM US LLP

  • Erica Cline
    Senior Manager
    RSM US
  • Brad Hershberger
    RSM US

Learning objectives

Upon completion of this webcast, attendees will be able to:

11 a.m. State of the states: Fiscal steadiness through economic headwinds

  • Learning Objectives:
    Understand the impact of economic headwinds on state taxation.
  • Evaluate the implications of recent tax cuts and rebates on state budgets
  • Develop strategies to address uncertainty in state taxation

1 p.m. State of the states: Income taxes

Learning objectives:

  • Identify the impact of recent personal and corporate tax changes in context with the economic environment
  • Evaluate a growing emphasis on gross receipts or other tax regimes
  • Adapt tax planning strategies for a post-nexus world

3 p.m. State of the states: Transaction taxes

Learning objectives:

  • Understand changes impacting transactional taxes
  • Assess the impact of increasing filing complexity on businesses.
  • Describe the implications of recent developments in transaction taxes on businesses.


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

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