The Gem State Tax Symposium brings top national and Idaho speakers to Boise State to discuss current tax issues, law changes and policy issues professionals are facing. Participants can earn up to 9 CPE credits or 7.5 CLE credits.** The 2024 Gem State Tax Symposium will be held on Friday, May 31, 2024.
We are working through the CPE/CLE certificates. They are being emailed to attendees June 3 – 14, 2024.
Each year, the Gem State Tax Symposium brings together industry professionals and top speakers to address policy issues, law changes and issues that you face each day in the profession. In addition to the educational benefits, your attendance has also helped to support student success. Over the last couple of years, the Gem State Tax Symposium has provided thousands of dollars in scholarships for accountancy students at Boise State and law students at the University of Idaho who are concurrently earning graduate degrees in taxation at Boise State.
You can help make a difference in the lives of our students. Please consider making a gift to support scholarships for Boise State accountancy and JD/MSAT students. To deserving students, these awards are needed now more than ever.
To make your gift, please visit Give.BoiseState.edu and search for “Gem State Tax Symposium.” Gifts can be completed using a credit or debit card. Thank you for your consideration!
Gem State Tax Symposium
The Symposium
Presented by Boise State University Department of Accountancy and University of Idaho College of Law
For CPAs, attorneys and other tax professionals
The Gem State Tax Symposium brings top national and Idaho speakers to Boise State to discuss current tax issues, law changes and policy issues professionals are facing. The 2024 Symposium will be held on Friday, May 31, 2024. Participants earned up to 9 CPE credits or 7.5 CLE credits.**
2024 Speakers:
Scott Schiefelbein, Deloitte
Michael Hatfield, University of Washington
John Mitchell, M & H Economic Consultants
Jeff Kummer, Deloitte
Sponsors
Thank you to our 2024 Platinum Sponsors: Ahrens DeAngeli Law Group • Deloitte LLP
Silver Sponsors: Harris & Co PLLC • Boise Cascade • Idaho Society of CPAs •
If you have questions about the conference please contact the event coordinator, David Klungle at Davidklungle@boisestate.edu. For sponsorship opportunities, please contact Morgan Harris, morganharris@boisestate.edu.
** for more information concerning CPE and CLE credits see fine print tab
2024 Gem State Tax Symposium Agenda
Time
Session
Presenter
Topic
7:00 – 7:30 a.m.
Registration check-in and Continental Breakfast
NA
NA
7:30 – 7:45 a.m.
Welcome and Overview of Sessions
NA
NA
7:45 – 9:00 a.m.
Session #1
Michael Hatfield
The Ethics of AI in Taxation
9:00 – 9:10 a.m.
Transition
NA
NA
9:10 – 10:25 a.m.
Breakout 1A
Adam Sweet
Pass-Thru Entities Update
9:10 – 10:25 a.m.
Breakout 1B
Nick Gaudioso
Update on OECD Pillars
10:25 – 10:40 a.m.
Refreshment Break
NA
NA
10:40 – 11:55 a.m.
Session #2
Scott Schiefelbein
State Tax Update
11:55 a.m. – 12:40 p.m.
Lunch Break
NA
NA
12:40 -1:55 p.m.
Session #3
Jeff Kummer
Tax Policy Update
1:55 – 2:05 p.m.
Transition
NA
NA
2:05 – 3:20 p.m.
Breakout 2A
Neal Koskella and Becca Fitz
CTA/FinCen Reporting for Beneficial owners
2:05 – 3:20 p.m.
Breakout 2B
Aaron Boyer
Reporting for International Partnerships
3:20 – 3:35 p.m.
Refreshment Break
NA
NA
3:35 – 4:50 p.m. p.m
Session #4
John Mitchell
Economic Update
4:50 – 5:00 p.m.
Closing Remarks
NA
NA
Location
The Gem State Tax Symposium will be held in the Micron Business and Economics Building at Boise State University, 2360 W. University Drive, Boise, ID 83706 (on the corner of University Drive and Capitol Blvd).
Free parking will be available in the Brady Garage next to the Micron Business and Economics Building. *Campus is currently repairing portions of the Brady Garage. Please follow all signage for parking.
Michael Hatfield (B.A., M.A., Texas A&M University; J.D., New York University) is the Dean Emeritus Roland L. Hjorth Professor of Law at the University of Washington where he teaches courses in individual income taxation, business taxation, and partnership taxation. His research is centered on issues of technology and taxation and the professional responsibility of tax lawyers. In recent years, he has presented his research in the United Kingdom at the Universities of Cambridge, Edinburgh, Surrey, Birmingham, and Central Lancashire, and, in the US at the American Tax Policy Institute, the Washington State Bar Association, and the Association of American Law Schools. His research has been published in The Tax Lawyer, the Florida Tax Review, the NYU Annual Survey of American Law, the Yale Journal of Law and Technology, the Indiana Law Journal, the Florida State University Law Review, the Arizona State Law Journal, Baylor Law Review, the Journal of Law and Religion, and elsewhere.
He currently has two articles forthcoming: Safeguarding Taxpayer Data in the Florida Tax Review and Tax in Law Schools in The Tax Lawyer. He was an associate at Debevoise & Plimpton and Simpson, Thacher & Bartlett in New York, New York and a shareholder in Schoenbaum, Curphy & Scanlan in San Antonio, Texas. Prior to joining the University of Washington, he was the Glenn D. West Research Professor of Law and Associate Dean for Faculty Research at Texas Tech University in Lubbock, Texas.
John Mitchell
John Mitchell received his B.A. degree from Williams College and his M.S. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in 1983. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007, He wrote US Bank’s economic publications and was a columnist for Oregon Business Magazine. He was Business Analyst for KPTV on Portland. He served as Sterling Bank’s economist from 2007 to 2012. He has been making economic presentations on the nation and the region for more than 52 years and currently speaks to business groups around the nation.
John was a member of the Western Blue Chip Forecast Panel, the ABA’s Panel of Economists, a Trustee of the Aquila Tax Free Trust of Oregon, and a Board member of Oregon Mutual Insurance. He is a Board member of Northwest Bank. John was Chairman of the Oregon Council of Economic Advisors from 1992 to 1998 and a member from 1984 to 1998. He currently serves on the Association of Washington Business’s Council of Economic Advisers.
John and his wife, Carol live in Coeur d’Alene, Idaho. He enjoys biking, railroading, sea kayaking and his granddaughters.
Scott Schiefelbein
Scott Schiefelbein, a Managing Director in Deloitte’s Washington National Tax practice, has practiced business and tax law for over 22 years. Scott has also led Deloitte’s Portland multistate tax practice since 2008. Scott serves as the firm’s Jurisdictional Technical Lead for all Alaska, Idaho, and Oregon tax questions. Scott also is a member of Deloitte’s multistate tax controversy practice and represents taxpayers in audits and also before the Oregon Tax Court (Magistrate Division), including several software, cloud-based, and consumer products companies.
Scott joined Deloitte in 2008 after spending eight years with Portland-area law firms where he practiced tax and business law. Scott represented clients in disputes with both the Internal Revenue Service and state tax agencies.
Scott is a frequent speaker at Deloitte-sponsored seminars and trainings as well as external speaking events in addition to writing articles for various tax publications. Scott also serves on the Oregon State Bar Laws Committee. Scott graduated from the Duke University School of Law and graduated with Honors and Highest Distinction from the University of North Carolina at Chapel Hill.
Jeff Kummer
Jeff Kummer, a Managing Director, Tax Policy, at Deloitte’s Washington National Tax practice has over 25 years of experience in the tax policy arena and is currently responsible for communicating emerging tax developments in the U.S. Congress, the Internal Revenue Service and Treasury Department, and the federal courts to the Firm and its clients. Jeff oversees the content development of Tax News & Views as well as thought leadership publications on issues such as the U.S. deficit and fundamental tax reform.
His Capitol Hill experience includes working on tax and budget issues for former U.S. Senator and Senate Finance Committee member Steve Symms, R-Idaho.
Jeff holds a BS in Political Science from the University of Idaho and an MBA from Johns Hopkins University.
Nick Gaudioso
Nick Gaudioso is a Senior Manager for Deloitte Tax LLP in the US transfer pricing group. He has over nine years of international tax and transfer pricing consulting experience. Nick has significant experience serving clients across multiple industries including software, technology, energy, chemicals, industrial, real estate, private equity, healthcare, and tax exempt organizations.
In addition, Nick has experience with international tax and transfer pricing services including intellectual property planning and valuation, cost sharing arrangements, intercompany financing, global value chain alignment, carve-out financials, headquarter or shared services cost allocations, US and global documentation, country-by-country reporting, transfer pricing audits, and advanced pricing agreement (APA) negotiations.
Nick is a Certified Public Accountant and holds active licenses in Idaho and Texas. He holds an M.S. in Accounting and a B.B.A. in Accounting and Finance from Boise State University. Nick has published several articles on financial accounting, management accounting, and transfer pricing topics in trade and academic journals such as: International Tax Review, BNA: Tax Management Transfer Pricing Report, and Journal of Business Accounting and Financial Perspectives. Nick is a regular speaker at Deloitte-sponsored seminars and trainings as well as Tax Executive Institute (TEI) and other tax conferences.
Adam Sweet
Adam leads Eide Bailly’s Passthrough Entity Consulting group. He has extensive knowledge in the area of partnership tax, including interpreting partnership agreements, allocation and distribution provisions, and issuing compensatory equity. He is also experienced with both the buying and selling sides of domestic and foreign joint ventures, tax credit partnerships, as well as a variety of IRS controversy matters. Adam also leads Eide Bailly’s Opportunity Zone working group.Adam also leads Eide Bailly’s Opportunity Zone working group.
*CPE Subject Areas and number of CPE credits are pending review. The Department of Accountancy at Boise State has made every effort to comply with the CPE requirements set forth in the joint NASBA/AICPA Statement on Standards for Continuing Professional Education, Rev. Jan. 2012 (Standards). As noted in the Standards, “it is the participant’s responsibility to report the appropriate number of credits earned” and “state boards of accountancy have final authority on the acceptance of individual courses for CPE credit.” Per the Standards, CPE credits are granted based on a 50-minute hour.
Complaint Resolution Policy: Contact the Department of Accountancy at acct@boisestate.edu to register complaints related to the timeliness/accuracy of CPE credit reporting, program delivery, or program content.
Refund/Cancellation Policy: Refund less 10% for cancellations. Refunds unavailable after May 20.
CLE Credit Information:
The Department of Accountancy has applied to the Idaho State Bar for 7.5 CLE credits, based on a 60-minute hour (6.5 credits of general; 1 credit of ethics). Approval is pending. The Idaho State Bar has final authority on the approval/acceptance of individual courses for CLE credit.
