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Kentucky State Tax Conference - HYBRID

Overview

This hybrid event allows for your choice of in-person or virtual attendance.  By attending in person, you get the benefit of face-to-face interaction with other accounting professionals. Plus, ask your questions live and get answers in real-time.

This conference will provide updates to any administrative changes at the DOR and a summary of legislation affecting business taxes, information on significant national, state and local issues affecting taxes and tax reform.

PLEASE  NOTE:  We understand that plans can change. If you are registered for in-person attendance but need to switch to online, please inform us at least 7 days before the event. This is due to catering arrangements made within that time frame. Failing to notify us within 7 days will incur a $50 switch fee.

Agenda:  We are updating the agenda and event details, so be sure to check back for more information. 

Thank you to our sponsor: AssuredPartners

Objectives

This annual conference brings tax practitioners from all over the Commonwealth to get the latest information on state and local taxes.

 

Highlights

 

Agenda

Wednesday, Dec 17th

8:00AM TO 9:15AM / General Sessions

Brooks McElyea, CPA, Ernst & Young LLP

Venkat Venkatesan, Senior Manager, Ernst & Young LLP

Dive into the evolving role of AI-driven research tools in tax practice. This session examines how generative AI and deep-learning models can assist with technical tax research, source analysis, and data interpretation to support more accurate and timely tax preparation. Learn how these tools are reshaping traditional workflows, improving audit readiness, and expanding the analytical capabilities of modern tax professionals.


9:20AM TO 10:10AM / General Sessions

Helen Cooper, Partner, Dentons Bingham Greenebaum LLP

Mark Loyd, Co-Leader,Tax National Practice Group, Dentons Bingham Greenebaum LLP

Stay current on the latest developments in Kentucky state taxation. This session will provide an overview of recent legislative changes and regulatory updates.


10:20AM TO 10:45AM / General Sessions

Mark Kennedy, Division Director, Division of Special Investigations, KY Department of Revenue

An inside look at how the Kentucky Department of Revenue identifies, investigates, and prosecutes tax-related crimes. Learn about current enforcement trends, common red flags, and what CPAs should know.


10:50AM TO 11:40AM / General Sessions

Richard Dobson, Executive Director, Office of Sales & Excise Taxes, KY Department of Revenue

Barbara Quackenboss, Executive Director, Office of Income Taxation, KY Department of Revenue

An inside look at how the Kentucky Department of Revenue identifies, investigates, and prosecutes tax-related crimes. Learn about current enforcement trends, common red flags, and what CPAs should know to help clients stay compliant.


11:40AM TO 12:10PM / General Sessions

12:10PM TO 1:00PM / General Sessions

Cash Cassady, Government Affairs Director, Kentucky Society of CPAs

Stay current on key tax, financial reporting, and compliance changes affecting CPAs. Get insights on new regulations and their impact on accounting and advisory services.


1:10PM TO 1:35PM / General Sessions

William Nolan, Managing Director, Ernst & Young LLP

A look at Department of Taxation activity and recent legislative and judicial developments


1:40PM TO 2:05PM / General Sessions

Brittany Blasdel, Revenue Tax Auditor, Indiana Dept of Revenue

Terri Morgan, Revenue Tax Auditor Supervisor, Indiana Dept of Revenue

Get up to speed on Indiana’s latest tax changes, including new legislation, administrative guidance, and noteworthy developments impacting businesses and individuals.


2:10PM TO 3:00PM / General Sessions

This session will cover general administrative updates including the most recent Occupational License Tax Regulation updates, electronic filling reminders, and EMINTS updates.


3:10PM TO 4:00PM / General Sessions

Catie Eichorn, MBA, Lecturer-MIS, Indiana University Southeast

This session will present results from research regarding a person's willingness to use AI in their individual tax returns. This will include discussion around some of the changes from previous research and what this means for clients in the future. This will ideally be an interactive discussion.


My Options

Please select one of the following options

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Review and choose your sessions and options above.

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

KST1217

8 CPE Credits
Tax: 8 Credits

Registration

Member Price:
$324 $374
Non-member Price:
$424 $474
Register by December 3rd for Early Bird Pricing.

Registration is open through 12/16.

Wednesday, December 17th

8:00am to 4:00pm
(Check-In 7:30am)

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Gratzer Education Center

1735 Alliant Ave.
Louisville, KY 40299

Map and Directions