Overview

Join Marcum Tax and Business Partner, Mary Jo Dolson, for an update on current state and local law changes and important court cases. This session features a deep dive into additional states that have enacted a pass through entity tax during 2021 and 2022, as well as key items taxpayers must be aware of in making these elections and many other fun and interesting things from the SALT arena.

Learning Objectives

By the end of session, participants will be able to:

  • Understand various PTE elections that have been adopted by the states and the nuisances to be aware of for each state
  • Learn about new states that have adopted a PTE election at the end of 2021 and during 2022
  • Explain the retroactive impact of the Virginia PTE election
  • Understand other state and local items that have occurred over the last year

Presenter

Mary Jo Dolson, Partner, Tax & Business Services, Marcum LLP

CPE CREDITS

Program Description

State and Local Tax Update

Important Notice Regarding CPE:
Learning Objectives

By the end of session, participants will be able to:

  • Understand various PTE elections that have been adopted by the states and the nuisances to be aware of for each state
  • Learn about new states that have adopted a PTE election at the end of 2021 and during 2022
  • Explain the retroactive impact of the Virginia PTE election
  • Understand other state and local items that have occurred over the last year
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 hour
Recommended Field of Study Accounting
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at brandon.ferris@marcumllp.com.

Marcum 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.