51st National Premium Tax Conference
Reno, Nevada
November 14th – 16th, 2023
The Steering Committee is pleased to present the 2023 agenda. In response to the changing insurance industry and attendee evaluations, the format has changed from prior years.
Please read through this agenda to the end. It may be used to make your travel arrangements.
Questions regarding the 2023 NPTC may be directed to:
Jan Gillerin, NPTC Conference Coordinator at info@nptcreno.com
Jessica Fahey, 2023 NPTC Committee Chair at jessica.fahey@standard.com
Fran O’Loughlin, 2023 NPTC Agenda Chair at foloughlin@deloitte.com
We look forward to seeing you in Reno!
Cordially yours,
THE STEERING COMMITTEE
Gene Capobianco | James Closson | Jessica Fahey | Josie Lowman | Lisa McCalla | Fran O’Loughlin | Mike Palm | George Ryan | Jerry Malanga | David Sutera
Questions about the NPTC: Please email Jan Gillerin at info@nptcreno.com.
Monday, November 13th
| 3:30 pm – 5:00 pm | Registration |
| 6:00 pm – 8:00 pm | Opening Reception (Your traveling companion is welcome to attend this event.) |
Tuesday, November 14th
| 7:00 am – 8:15 am | Breakfast @ Roxy Restaurant |
| 7:30 am – 4:00 pm | Registration |
| 8:30 am – 9:00 am | Brief Welcome/Conference Announcements |
| 9:00 am – 5:00 pm | Breakout Sessions**New format this year! Tier One is suitable for those with less than three years of experience. Tier Two has been planned for those with more than three years of experience. |
| Tier One – Beginner | Tier Two – Advanced | |
| 9:00am – 10:30am | What is Insurance? Operations, Products, etc. | Federal tax update & state impact |
| 10:30am – 10:45am | Break | Break |
| 10:45am – 12:15pm | Beginning Premium Tax (including Muni Tax introduction) | Tax Filings for Unauthorized Insurers (Life & P&C) |
| 12:15pm – 1:30pm | Lunch – Roxy Bistro | Lunch – Roxy Bistro |
| 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 Income & Other State Taxes | Advanced Retaliatory Tax |
Wednesday, November 15th
| 7:00 am – 8:15 am | Breakfast @ Roxy Restaurant |
| 8:15 am – 8:30 am | Conference Announcements |
| 8:30 am –12:00 pm | Life Breakout Session (Includes LHA Roundtable) |
| 8:30 am – 12:00pm | Property Casualty Breakout Session (Includes PC Roundtable) |
| 10:00 am – 10:15 am | Morning Session Break |
| 12:00 pm – 1:15 pm | Lunch @ Roxy Restaurant |
| 1:30 pm – 2:30 pm | Tax Accounting/Provisions/Credits |
| 2:30 pm – 2:45 pm | Break |
| 2:45 pm – 3:30 pm | Tax Department of the Future – Part I |
| 3:30 pm – 3:45 pm | Break |
| 3:45 pm – 5:00 pm | Tax Dept of the Future – Part II |
| Company specifics / demo / discussion | |
| 5:30 pm – 7:00 pm | Speakers Reception (This event is for those who are participating as a speaker or panelist.) |
Thursday, November 16th
| 7:00 am – 8:30 am | Breakfast @ Roxy Restaurant |
| 8:30 am – 8:45 am | Conference Announcements |
| 8:45 am – 10:15 am | National Trends |
| 10:15 am – 10:30 am | Break |
| 10:30 am – 12:00 pm | 2023 Developments in Legislation and Litigation |
| 12:00 pm – 1:15 pm | Lunch @ Roxy Restaurant |
| 1:30 pm – 3:00 pm | Municipal Taxes |
| 3:00 pm – 3:15 pm | Break |
| 3:15pm – 4:30 pm | Guest Speaker – Not to be Missed! |