To provide CPAs and tax professionals with a practical update on recent state and local tax developments in New York, New Jersey, and Connecticut, with an emphasis on jurisdiction-specific changes, multistate implications, and compliance and planning considerations.

• New York sales and income tax developments, including TRAC leases, SaaS taxability, site safety inspections, FUSF charges, NYC PTET proposals, and proposed pied-à-terre tax changes
• New Jersey updates, including the mediation pilot program, mansion tax changes, controlling interest transfer tax, Technical Bulletin 69, and corporate tax regulations
• Connecticut sales and income tax updates, including exemption changes, sales tax-free week, corporate tax changes, and cannabis tax developments

Sapna Pillai, SALT Director, prior-CLA (15+ years’ experience, specializes in sales and use tax)

Tri Hoang, State and Local Tax Director, CBIZ (20+years specializing in State and Local Taxation)

To provide CPAs and tax professionals with a practical update on recent state and local tax developments in New York, New Jersey, and Connecticut, with an emphasis on jurisdiction-specific changes, multistate implications, and compliance and planning considerations.

DETAILED LEARNING OBJECTIVES

• Identify recent New York sales and income tax developments

• Understand the tax treatment of TRAC lease adjustments in New York

• Recognize New York’s approach to SaaS taxation and the true object test

• Analyze recent New York tax litigation involving sales tax and statutory interpretation

• Identify proposed New York City tax initiatives and budget developments

• Understand recent New Jersey sales and income tax changes

• Recognize the structure and purpose of New Jersey’s Mediation Pilot Program

• Identify revisions to New Jersey’s Mansion Tax and Controlling Interest Transfer Tax rules

• Understand recent Connecticut sales and income tax developments

• Apply multistate tax compliance and planning considerations involving NY, NJ, and CT

• New York sales and income tax developments, including TRAC leases, SaaS taxability, site safety inspections, FUSF charges, NYC PTET proposals, and proposed pied-à-terre tax changes
• New Jersey updates, including the mediation pilot program, mansion tax changes, controlling interest transfer tax, Technical Bulletin 69, and corporate tax regulations
• Connecticut sales and income tax updates, including exemption changes, sales tax-free week, corporate tax changes, and cannabis tax developments

Sapna Pillai, SALT Director, prior-CLA (15+ years’ experience, specializes in sales and use tax)

Tri Hoang, State and Local Tax Director, CBIZ (20+years specializing in State and Local Taxation)