54th National Premium Tax Conference
Reno, NV
November 9th – 12th, 2026
This agenda may be used for travel planning and to review the intended sessions. The NPTC agenda committee, if necessary, may have to rearrange the sessions on Wednesday, November 12 pending speaker availability. Volunteers are needed to prepare and present sessions at the NPTC. If you are interested in contributing to a session by volunteering to be a session speaker or panelist, please email Gerardo_S_Malanga@NewYorkLife.com
The registration fee includes breakfast on Tuesday, Wednesday and Thursday; lunch on Tuesday, Wednesday and Thursday; and the opening reception on Monday evening. Breakfasts and lunches are for registered attendees only. Your 21+ travel companion is welcome at the opening reception.
There is a social event planned for Thursday evening, November 12. All attendees and their 21+ travel companions are welcome.
If you have any questions regarding the 2026 NPTC, please contact Jan Gillerin at gillerinnptc@gmail.com or call 508-335-8273.
Monday, November 9th
| Time | Session |
| 2:30 pm – 5:00 pm | Registration Eldorado Lobby |
| 5:15 pm – 6:00 pm | First-time Attendee Reception Silver Legacy Grand Expo Hall |
| 6:00 pm – 9:00 pm | Opening Reception for All Attendees and Vendors Food, beverages and new this year: ENTERTAINMENT sponsored by the NPTC vendors!! Your 21+ travel companion is welcome to attend this event. Silver Legacy Grand Expo Hall |
Tuesday, November 10th
| Time | Session |
| 7:00 am – 8:15 am | Buffet Breakfast at the Roxy Restaurant |
| 8:30 am – 10:00 am | Introduction to Premium Tax & Understanding Retaliatory Taxes Recommended for accountants with 0–2 years of experience: Hands-On Walkthrough |
| Concurrently | Terabitten Tax Software Q&A and Demo This opportunity is for the vendor to show Prema Tax and its features. It is also for you to ask the vendor product-specific questions. Recommended for attendees with 3+ years of experience |
| 10:00 am – 10:15 am | Break |
| 10:15 am – 12:00 pm | Introduction to Premium Tax & Understanding Retaliatory Taxes Continued |
| Concurrently | TriTech Tax Software Q&A and Demo This opportunity is for TriTech to show Stratus and its features. It is also for you to ask the vendor product-specific questions. Recommended for attendees with 3+ years of experience |
| 12:00 pm – 1:15 pm | Buffet Lunch at the Roxy Restaurant |
| 1:30 pm – 1:45 pm | Conference Announcements |
| 1:45 pm – 3:15 pm | 2026 Legislative and Litigation Trends Affecting State Insurance Taxes |
| 3:15 pm – 3:30 pm | Break |
| 3:30 pm – 5:00 pm | NAIC/OPTins Overview: History, Processes & Reporting |
Wednesday, November 11th
| Time | Session |
| 7:00 am – 8:15 am | Buffet Breakfast at the Roxy Restaurant |
| 8:30 am – 3:45 pm | Break-out sessions are for attendees of all experience levels |
| Time | Length | Session 1 | Session 2 | Session 3 |
| 8:30–9:30 | 60 mins | Beginner State Income Tax for Insurers | Municipal Premium Tax Update | Advanced Strategies in Retaliatory Taxes |
| 9:35–10:50 | 75 mins | Back to Basics – Statutory Accounting Refresher: Yellow & Blue Book Essentials | Sales and Use Tax: Key Impacts for Insurers | Hands-On with Microsoft & AI Tools |
| 10:50–11:00 | 10 mins | BREAK | ||
| 11:00–12:00 | 60 mins | Municipal Premium Tax Update | Navigating Audits with Practical Guidance | Tax Information Reporting: Common Issues and How to Handle Them |
| 12:00–1:15 | Buffet Lunch at the Roxy Restaurant | |||
| 1:15–2:15 | 60 mins | Life Insurance Trends and NOLHGA Access Connect | Property and Casualty Surcharges and FAIR Plan Updates | Advanced Issues in State Income Tax for Insurers |
| 2:15–2:30 | 15 mins | BREAK | ||
| 2:30–3:45 | 75 mins | Hands-On with Microsoft & AI Tools | Basics of Tax Credits and Credit Accounting | Tax Accruals and Provision-to-File Fundamentals |
| 4:15 pm – 5:45 pm | Speakers Reception: The NPTC Steering Committee thanks the 2026 volunteer speakers and panelists with an invitation to this private event. |
Thursday, November 12th
| Time | Session |
| 7:00 am – 8:15 am | Buffet Breakfast at the Roxy Restaurant |
| 8:30 am – 10:00 am | Industry Deep Dive: Life and P&C Breakouts Life P&C |
| 10:00 am – 10:15 am | Break |
| 10:15 am – 11:15 am | Industry Deep Dive: Life and P&C Breakouts Continued |
| 11:15 am – 11:30 am | Break |
| 11:30 am – 12:30 pm | Industry Deep Dive: Life and P&C Breakouts Continued |
| 12:30 pm – 1:45 pm | Buffet Lunch at the Roxy Restaurant |
| 1:45 pm – 3:00 pm | The Political Landscape in Tax: Federal and State Impacts on Insurers |
| 3:00 pm – 3:15 pm | Break |
| 3:15 pm – 4:30 pm | AI Without the Hype: Use Cases, Guardrails, and Tool Choices for State Tax |
See you in Reno!
The tradition continues: Thursday evening, TriTech Software and Affordable Equity Partners will host a social gathering at the Novi in the Eldorado. NPTC attendees and 21+ travel companions are welcome at this event. It is a casual way to unwind and network with your NPTC colleagues!