52nd National Premium Tax Conference
Reno, Nevada
November 12th – 15th, 2024
The Steering Committee welcomes you to use this agenda for 2024 NPTC travel planning.
The 2024 NPTC Chairperson is Fran O’Loughlin, Deloitte Tax LLP
folouglin@deloitte.com
The 2024 NPTC Agenda Chairperson is Josie Lowman, Ryan LLP
Josie.lowman@ryan.com
The 2024 NPTC Conference Coordinator is Jan Gillerin, NPTC
nptcreno@gmail.com
If you have any session suggestions, please email Fran, Josie and Jan.
Please email Jan with your hotel specific inquiries.
THE STEERING COMMITTEE
Gene Capobianco | James Closson | Jessica Fahey | Josie Lowman | Jerry Malanga | Lisa McCalla | Fran O’Loughlin | Mike Palm | George Ryan | David Sutera
Questions about the NPTC: Please email Jan Gillerin at info@nptcreno.com.
Your registration fee includes breakfast on Wednesday, Thursday and Friday; lunch on Wednesday and Thursday; and opening reception on Tuesday evening. Breakfasts and lunches are for registered attendees only. Your 21+ traveling companion is welcome at the opening reception.
Tuesday, November 12th
| 3:30 pm – 5:30 pm | Registration – Intracoastal Ballroom Foyer North |
| 6:30 pm – 8:30 pm | Opening Reception – POOLSIDE PATIO (Your 21+ traveling companion is welcome join us.) |
Wednesday, November 13th
| 7:00 am – 8:15 am | Breakfast Grand – Intracoastal Ballroom ABC |
| 7:30 am – 3:30 pm | Registration – Intracoastal Ballroom Foyer North |
| 8:30 am – 9:00 am | Brief Welcome/Conference Announcements in Each Classroom |
| 9:00 am – 5:00 pm | Breakout Sessions Tier One: Grand Ballroom E Tier Two: Grand Ballroom D |
| Tier One – Beginner | Tier Two – Advanced | |
| 9:00am – 10:30am | What is Insurance? Operations, Products, etc. | Mergers & Acquisitions |
| 10:30am -10:45am | Break | Break |
| 10:45am – 12:15pm | Beginning Premium/Muni Tax | Tax Audits and Controversy |
12:15pm - 1:30pm | Lunch – Intracoastal Ballroom | Lunch – Intracoastal Ballroom |
| 1:45pm – 3:15pm | Beginning Retaliatory Tax | Advanced State Income Tax |
| 3:15pm – 3:30pm | Break | Break |
| 3:30 pm – 5:00 pm | Intro to Federal and State Income & Other State Taxes | Advanced Retaliatory Tax |
Thursday, November 14th
| 7:00 am – 8:15 am | Breakfast – Intracoastal Ballroom ABC |
| 8:15 am – 8:30 am | Conference Announcements |
| 8:30 am – 9:45 am | 2024 Developments in Legislation and Litigation |
| 9:45 am – 10:00 am | Break |
| 10:00 am – 11:15 pm | National Trends in State Taxation of Insurance Companies |
| 11:15 am – 12:30pm | Automation Trends |
| 12:30 pm – 1:45 pm | Lunch – Intracoastal Ballroom ABC |
| 1:45 pm – 3:00 pm | Municipal Taxes |
| 3:00 pm – 3:15 pm | Break |
| 3:15pm – 4:30 pm | Credits: Operational-Incentive-Goodwill Pros/Cons/Accounting |
Friday, November 15th
| 7:00 am – 8:30 am | Breakfast – Intracoastal Ballroom ABC |
| 8:30 am | Conference Announcements |
| 8:30 am –12:30 pm | Life Breakout Session |
| 8:30 am –12:30 pm | P&C Breakout Session |
| There will be a ½ hour break around 10/10:30 for attendees to check out and get luggage. | |
| 12:30 pm | All done! See you at the NPTC 2025! |