2012 Excise Tax Forum
Monday, June 4, Federal and State Motor Fuels Excise Taxes
9:00 am General Session – Welcome
Robert Hobbs, Shell
9:15 am API Report
Brian Johnson, API: Federal Update
9:45 am Government Update
Rich Little, IRS
Michel Monconduit, IRS
11:00 am Electronic Reporting –Industry Perspective v. Regulatory Perspective
Moderator - Kelly Mathews, Kelly Mathews, LLC
State Level – George Higdon, Dir. Petroleum Taxes for Mississippi (Ret.)
Federal Level – Richard Little, IRS
Industry – Jeff Farish, ExxonMobil
Provider – Scott Clevenger, FuelQuest
1:30 pm Excise Tax Workshops
A. Top State Compliance Challenges
Moderator – Janet Zahn, ExxonMobil
Panelists:
Scott Louie, Chevron
Ed Greenstein, BP
Jacklyn M. Thomas, ExxonMobil
B. Audits – What’s new, including the FCA program
Moderator – David Retz, Chevron
Panelists:
Diane Eck, Chevron
David Hernandez, Valero
Damian Gutierrez, Shell
Tuesday, June 5, Sales and Use Tax
9:00 am General Session – Welcome
9:15 am Understanding Nexus
Jennifer Shaunty, Deloitte
Grace Vise, Deloitte
Ashley Miller, Deloitte
9:45 am Credit and Incentives including Amnesty Programs
Jesse Broderick, Summit Credits: Discussion on Credits & Incentives
11:00 am Sales & Use Tax for the E&P Business
Lee Zoeller, Reed Smith and Daniel Dixon, Reed Smith : Marcellus Shale - Sales and Use Tax Update
Lee Zoeller, Reed Smith and Daniel Dixon, Reed Smith : Marcellus Shale Update- State Tax
Robert Wehr, Ernst & Young: Texas Sales & Use Tax, Manufacturing Exemption-Downhole Equipment Developments
1:30 pm Sales and Use Tax Workshop
A. Managed Audits and Managed Compliance Agreements
Carl Bellman, Marathon Petroleum
Roy Reyes, BP
James Rojas, Shell
B. Audit Workshop
Steve Oliver, Chevron
Maribel Rodriguez, ExxonMobil
5:00 pm Adjourn
Tuesday, June 5, Severance Tax
8:30 am Severance Tax Workshop Session
Ted Teinert, Chevron
Bob Wilkinson, ConocoPhillips
1:30 pm Adjourn