Agenda

50th National Premium Tax Conference
Reno, Nevada
November 15th – 17th, 2022

All times are shown as EST

THE STEERING COMMITTEE

Gene Capobianco | Bill Chelchowski | Jessica Fahey | Josie Lowman | Lisa Gates McCalla | Fran O’Loughlin | Mike Palm | George Ryan | Bob Sartori | David Sutera

Questions about the 2022 NPTC: Please email Jan Gillerin at info@nptcreno.com.


Tuesday, November 15th
While all are welcome, Tuesday’s 8:45 am – 12:00 pm sessions are geared towards practitioners with 2 years or less experience.
The afternoon sessions are intended for all levels of expertise.
8:30 am – 4:00 pmRegistration (Find yourself breakfast at one of the restaurants at the Eldorado, Silver Legacy or Circus Circus on this morning.)
8:45 am – 10:15 am Beginning Premium Tax (Basic Level)
10:15 am – 10:30 am Break
10:30 am – 12:00 pmBeginning Retaliatory Tax (Basic Level)
12:00 pm – 1:00 pmLunch @ Roxy Restaurant
1:00 pm – 1:30 pm State Tax Legislative Process
1:30 pm – 1:45 pm Break
1:45 pm – 3:00 pm Municipal Taxes
3:00 pm – 3:45 pm Beginning State Income Tax 101 (Basic Level – P&C and Life)
3:45 pm – 4:00 pm Break
4:00 pm – 5:00 pm Electronic Filing
6:30 pm – 8:30 pmOpening Reception (Your traveling companion is welcome to attend this event.)
Wednesday, November 16th
7:00 am – 8:15 am Breakfast @ Roxy Restaurant
8:15 am – 8:30 am Conference Announcements
8:30 am – 10:00 am2022 Developments in Legislation and Litigation
10:00 am -10:15 am Break
10:15 am -11:15 am Federal Taxation of Insurance Companies
11:15 am -12:15 pmNational Trends
12:15 pm – 1:30 pm Lunch @ Roxy Restaurant
1:30 pm – 3:30 pm AUDIT Focused Roundtable Combined PC and LHA
3:30 pm – 4:00 pm Break
4:00 pm – 5:00 pm LHA Roundtable Session or PC Roundtable Session
6:30 pm – 8:00 pm Speakers Reception (Private event for NPTC Steering Committee and Agenda speakers) Location TBD
Thursday, November 17th
7:00 am – 8:15 am Breakfast @ Roxy Restaurant
Breakout Sessions
8:30 AM 9:30 AM Session 1
9:30 AM 9:45 AMBreak
9:45 AM 10:45 AM Session 2
10:45 AM 11:00 AM Break
11:00 AM 12:00 PM Session 3
12:00 PM 1:30 PM LUNCH @ Roxy Restaurant
1:30 PM 2:30 PM Session 4
2:30 PM 2:45 PM Break
2:45 PM 3:45 PM Session 5
3:50 PM 5:05 PM Session 6

Session Descriptions

• Annuity Taxation and Life Guaranty Fund Assessments: (Life Only)
• Surcharges and P&C Guaranty Fund Issues: ( P&C Only)
• Sales/Use Tax Issues: (P&C and Life)
• Tax Credits; Operational, Incentive and Goodwill Credits (P&C and Life)
• Advanced State Income Tax: (P&C and Life)
• Advanced Retaliatory Tax: (P&C and Life)
• Merger and Acquisitions
• Provisioning for State Premium and Income Taxes
• State Tax Planning


You and your traveling companion are welcome to celebrate the
50th Anniversary of the National Premium Tax Conference.
Your registration fee includes this event for you and your traveling companion.

50th Anniversary Celebration: Western Gold Rush

8:00pm – Midnight
Silver Legacy Ballroom
Thursday, November 17

Join the fun at the “NPTC Saloon”
There will be food and beverages!
Music, Dancing and Prizes
Dress for the Wild West!
Prizes will be given for: Best Cowboy, Cowgirl, Prospector, Bandit, Showgirl!

The NPTC gratefully acknowledges the following vendors who have contributed to this celebration:
Gold Sponsors: AEP, Foss & Co., Monarch, RiseImpact & TriTech
Silver Sponsors: Arizona Leadership & Ryan, LLP