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.
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.
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.