2024 National
Premium Tax Conference
The 2024 NPTC will be held in person at the Hilton Fort Lauderdale Marina in Fort Lauderdale, Florida.
November 12-15
2024 registration is now closed.
Agenda
November 12th – 15th, 2024. Click for details.
Jobs
View and post premium tax job opportunities.
Events
Dates to remember… Click to read more.
Welcome!
The National Premium Tax Conference focuses on the unique state imposed premium and retaliatory tax. Its purpose is to educate insurance tax personnel, from the preparer to the planner, about this method of state taxation imposed only on the insurance industry. This is achieved by holding an annual conference where seasoned insurance tax professionals volunteer to teach classes and serve as panelists in discussion sessions. In response to industry changes and conference evaluations, the Steering Committee has changed the conference format. See the Agenda tab to review the new format. The timing on the agenda may be used to make travel arrangements.
The insurance company attendees are encouraged to network with the intention of sharing ideas and assisting one another beyond the conference.
52nd NPTC
In response to industry changes and conference evaluations, the Steering Committee has changed the conference format. See the Agenda tab to review the new format.
Who We Are
The National Premium Tax Conference is guided and planned by a group of volunteer insurance industry experts:
Michael Palm
Managing Director
BKD, LLP
George Ryan
Consultant
State Insurance Tax Professional
Josie Lowman
Managing Director
PricewaterhouseCoopers LLP
Gene Capobianco
Vice President & National Director – TriTech Tax Consulting
TriTech Services Inc.
James Closson
VP & T ax Director III Liberty Mutual
Lisa McCalla
Director – Product Development
TriTech Software Development Corp.
David D. Sutera
Assistant Vice President
Travelers
Jessica Fahey
Director of Government Information & Reporting
Standard Insurance Company
M. Fran O’Loughlin
Tax Senior Manager
Deloitte Tax LLP
Jerry Malanga
VP Tax
New York Life
Jan Gillerin is the Administrative Coordinator for the NPTC.
About the NPTC
The National Premium Tax Conference began in 1972 with a dozen or so insurance tax professionals meeting to share their experience preparing insurance premium tax returns and planning for the tax impact on their company. The group began to grow and the formal National Premium Tax Conference evolved into the annual event sought by insurance state tax practioners today. The National Premium Tax Conference is a 501(c)(3) education organization.