2021 National
Premium Tax Conference

The 2021 NPTC will be held via a virtual platform.
November 15-19

Registration closes October 29th.

Agenda

November 15th – 19th, 2021. Click for details.

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Jobs

View and post premium tax job opportunities.

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Events

Dates to remember… Click to read more.

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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.

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The insurance company attendees are encouraged to network with the intention of sharing ideas and assisting one another beyond the conference.

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.

Bob Sartori

Vice President & National Director – TriTech Tax Consulting
TriTech Services Inc.

Lisa McCalla

Director – Product Development
TriTech Software Development Corp.

David D. Sutera

Assistant Vice President
Travelers

Jessica Fahey

Senior Tax Manager
Transamerica Life Insurance Company

M. Fran O’Loughlin

Tax Senior Manager
Deloitte Tax LLP

Bill Chelchowski

Tax Manager
GEICO

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.

Disclaimer

The information contained on the National Premium Tax Conference (NPTC) website is merely for educational and informational purposes. It is not intended as a substitute for professional advice. Should you decide to act upon any information on this website, you do so at your own risk. The NPTC assumes no responsibility for errors or omissions in the contents on www.nptcreno.com.

In no event shall the NPTC be liable for any special, direct, indirect, consequential, or incidental damages or any damages whatsoever, whether in action of contract, negligence or other tort, arising out of or in connection with the use of the website or the contents of the website. The NPTC reserves the right to make additions, deletions, or modification to the contents of the website at any time without prior notice. The NPTC does not warrant that the website is free of viruses or other harmful components.

In no event shall the NPTC steering committee or its administrative coordinator be liable for any special, direct, indirect, consequential, or incidental damages or any damages whatsoever, whether in action of contract, negligence or other tort, arising out of or in connection with the use of the website or the contents of the website.