The Gem State Tax Symposium brings top national and Idaho speakers to Boise State to discuss current tax issues, law changes and policy issues professionals are facing. Participants can earn up to 9 CPE credits or 7.5 CLE credits.** The 2023 Gem State Tax Symposium will be held Friday, June 2, 2023.
We are excited to have seen everyone again. Registration for the 2023 Gem State Tax Symposium is now closed.
Each year, the Gem State Tax Symposium brings together industry professionals and top speakers to address policy issues, law changes and issues that you face each day in the profession. In addition to the educational benefits, your attendance has also helped to support student success. Over the last couple of years, the Gem State Tax Symposium has provided thousands of dollars in scholarships for accountancy students at Boise State and law students at the University of Idaho who are concurrently earning graduate degrees in taxation at Boise State. As of Spring 2021, 30 students have received scholarship awards. This wouldn’t be possible without your support of this great event.
You can help make a difference in the lives of our students. Please consider making a gift to support scholarships for Boise State accountancy and JD/MSAT students. To deserving students, these awards are needed now more than ever.
To make your gift, please visit Give.BoiseState.edu and select “Other from the dropdown menu. Type “BR134” in the text field that opens up. Gifts can be completed using a credit or debit card. Thank you for your consideration!
Gem State Tax Symposium
Presented by Boise State University Department of Accountancy and University of Idaho College of Law
For CPAs, attorneys and other tax professionals
The Gem State Tax Symposium brings top national and Idaho speakers to Boise State to discuss current tax issues, law changes and policy issues professionals are facing. The 2023 Symposium will be held on Friday, June 2, 2023. Participants earned up to 9 CPE credits or 7.5 CLE credits.**
2023 Speakers:
Jim Calzaretta, Deloitte
Kathryn Clymer-Knapp, EY
Abdi Aidid, University of Toronto
John Mitchell, M & H Economic Consultants
Mike Steele, Deloitte
Scott Schiefelbein, Deloitte
Nick Gaudioso, Deloitte
Thank you to our 2023 Platinum Sponsors: Ahrens DeAngeli Law Group • Deloitte LLP
Gold Sponsors: Eide Bailly LLP • Hawley Troxell • Idaho Power Company • KPMG • Ripley Doorn & Company CPAs • Woolston & Tarter P.C.
Silver Sponsors: Idaho Community Foundation • Harris & Co PLLC • JR Simplot Company • Boise Cascade • Idaho Society of CPAs •
** for more information concerning CPE and CLE credits see fine print tab
2023 Gem State Tax Symposium Agenda
Time
Session
Presenter
Topic
7:00 - 7:30 a.m.
Registration check-in and Continental Breakfast
NA
NA
7:30 - 7:45 a.m.
Welcome and Overview of Sessions
NA
NA
7:45 - 9:00 a.m.
Session #1
Kathryn Clymer Knapp, EY
Ethics
9:00 - 9:10 a.m.
Transition
NA
NA
9:10 - 10:25 a.m.
Breakout 1A
Andy Tsui, IRS-CI
9:10 - 10:25 a.m.
Breakout 1B
Mike Steele, Deloitte
Greg Lameti, Deloitte
Corporate Minimum Tax
10:25 - 10:40 a.m.
Refreshment Break
NA
NA
10:40 - 11:55 a.m.
Session #2
Scott Schiefelbein, Deloitte
State Tax Update
11:55 a.m. - 12:40 p.m.
Lunch Break
NA
NA
12:40 -1:55 p.m.
Session #3
Abdi Aidid, University of Toronto
AI and the Tax Law
1:55 - 2:05 p.m.
Transition
NA
NA
2:05 - 3:20 p.m.
Breakout 2A
Jim Calzaretta, Deloitte
Pass-Thru Entities Update
2:05 - 3:20 p.m.
Breakout 2B
Nick Gaudioso, Deloitte
OECD Pillar II Update
3:20 - 3:35 p.m.
Refreshment Break
NA
NA
3:35 - 4:50 p.m. p.m
Session #4
John Mitchell, former Chief Economist for U.S. Bank and former Boise State University Economics Professor
Economic Update
4:50 - 5:00 p.m.
Closing Remarks
NA
NA
The Gem State Tax Symposium will be held in the Micron Business and Economics Building at Boise State University, 2360 W. University Drive, Boise, ID 83706 (on the corner of University Drive and Capitol Blvd).
Free parking will be available in the Brady Garage next to the Micron Business and Economics Building.
Abdi Aidid is an Assistant Professor at the University of Toronto Faculty of Law. He received bachelor’s and master’s degrees from University of Toronto, his J.D. from Yale Law School. Professor Aidid previously practiced litigation and arbitration at Covington & Burling LLP in New York City and most recently served as the VP, Legal Research at Blue J, where he oversaw the development of machine learning-enabled tax research and analytics tools.
Professor Aidid is a Faculty Affiliate at the Centre for Ethics and a member of the Ethics of AI Lab.
John Mitchell
John Mitchell received his B.A. degree from Williams College and his M.S. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in 1983. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007, He wrote US Bank’s economic publications and was a columnist for Oregon Business Magazine. He was Business Analyst for KPTV on Portland. He served as Sterling Bank’s economist from 2007 to 2012. He has been making economic presentations on the nation and the region for more than 52 years and currently speaks to business groups around the nation.
John was a member of the Western Blue Chip Forecast Panel, the ABA’s Panel of Economists, a Trustee of the Aquila Tax Free Trust of Oregon, and a Board member of Oregon Mutual Insurance. He is a Board member of Northwest Bank. John was Chairman of the Oregon Council of Economic Advisors from 1992 to 1998 and a member from 1984 to 1998. He currently serves on the Association of Washington Business’s Council of Economic Advisers.
John and his wife, Carol live in Coeur d’Alene, Idaho. He enjoys biking, railroading, sea kayaking and his granddaughters.
Kathryn Clymer-Knapp
Kathryn is a Managing Director in Ernst & Young, LLP’s US Tax Quality practice focusing on internal acquisitions, conflict matters and communications. Prior to joining tax quality, Kathryn was a member of EY’s Transaction Advisory Services – Transaction Tax practice, advising private equity and corporate client on transaction matters.
Kathryn is a member of the AICPA’s Tax Practice Responsibilities Committee and co-author of Establishing quality control in a tax practice, Tax Advisor (May 2018) and Professional responsibilities in the virtual age, Tax Advisor (August, 2020).
Kathryn is a graduate of Boston University with an LL.M in Taxation and obtained a J.D. from New England Law. She is a licensed attorney in the state of Massachusetts.
Scott Schiefelbein
Scott Schiefelbein, a Managing Director in Deloitte’s Washington National Tax practice, has practiced business and tax law for over 22 years. Scott has also led Deloitte’s Portland multistate tax practice since 2008. Scott serves as the firm’s Jurisdictional Technical Lead for all Alaska, Idaho, and Oregon tax questions. Scott also is a member of Deloitte’s multistate tax controversy practice and represents taxpayers in audits and also before the Oregon Tax Court (Magistrate Division), including several software, cloud-based, and consumer products companies.
Scott joined Deloitte in 2008 after spending eight years with Portland-area law firms where he practiced tax and business law. Scott represented clients in disputes with both the Internal Revenue Service and state tax agencies.
Scott is a frequent speaker at Deloitte-sponsored seminars and trainings as well as external speaking events in addition to writing articles for various tax publications. Scott also serves on the Oregon State Bar Laws Committee. Scott graduated from the Duke University School of Law and graduated with Honors and Highest Distinction from the University of North Carolina at Chapel Hill.
Andy Tsui
Andy Tsui is the current Special Agent in Charge of IRS Criminal Investigation’s Denver Field Office. Mr. Tsui oversees IRS Criminal Investigation in Colorado, Idaho, Montana, & Wyoming.
Mr. Tsui became a Special Agent with IRS Criminal Investigation in 2003 in the Houston Field Office. In 2010, he was promoted to Supervisory Special Agent in the Boston Field Office. He then transferred to IRS Criminal Investigation Headquarters as a Senior Analyst in the Special Investigative Techniques Section and was involved in the review and approval of the agency’s undercover operations.
In 2014, Mr. Tsui was promoted to Assistant Special Agent in Charge in the San Antonio Field Office which was involved in significant OCDETF money laundering and asset forfeiture investigations. In 2019, Mr. Tsui was promoted to Special Agent in Charge of the Denver Field Office.
Mr. Tsui earned a Bachelor of Science in Entrepreneurial Studies and Business Administration from Babson College near Boston in Wellesley, MA.
Nick Gaudioso
Nick Gaudioso is a Senior Manager for Deloitte Tax LLP in the US transfer pricing group. He has over nine years of international tax and transfer pricing consulting experience. Nick has significant experience serving clients across multiple industries including software, technology, energy, chemicals, industrial, real estate, private equity, healthcare, and tax exempt organizations.
In addition, Nick has experience with international tax and transfer pricing services including intellectual property planning and valuation, cost sharing arrangements, intercompany financing, global value chain alignment, carve-out financials, headquarter or shared services cost allocations, US and global documentation, country-by-country reporting, transfer pricing audits, and advanced pricing agreement (APA) negotiations.
Nick is a Certified Public Accountant and holds active licenses in Idaho and Texas. He holds an M.S. in Accounting and a B.B.A. in Accounting and Finance from Boise State University. Nick has published several articles on financial accounting, management accounting, and transfer pricing topics in trade and academic journals such as: International Tax Review, BNA: Tax Management Transfer Pricing Report, and Journal of Business Accounting and Financial Perspectives. Nick is a regular speaker at Deloitte-sponsored seminars and trainings as well as Tax Executive Institute (TEI) and other tax conferences.
Mike Steele
Mike is a Partner in Deloitte’s Strategic Tax Review group with sixteen years of experience specializing in federal tax accounting and planning for corporate taxpayers. Mike has extensive experience in the telecommunications, public utility, pharmaceutical, manufacturing, retail, and financial services industries and is the East Region Federal Tax Accounting Competency Leader with expertise in planning ideas around revenue recognition, cost recovery, capitalization of tangible and intangible property, and permanent income exclusions and disallowances. Mike has spent the past 5 years helping taxpayers implement planning strategies with respect to the TCJA, the CARES Act and most recently the IRA & CHIPS Act.
Mike holds a Bachelor of Science in Business Administration and a Bachelor of Arts in Economics from the University of North Carolina at Chapel Hill. He also earned his Master of Accountancy from UNC Chapel Hill and is a certified public accountant licensed in New York and North Carolina.
Greg Lameti
Greg is a Senior Manager in Deloitte Tax’s National Federal Tax Services group and is based out of Detroit, MI. He has more than 9 years of experience specializing in identifying and implementing federal income tax savings opportunities for clients across various industries including automotive, media, retail, pharmaceutical, financial services and manufacturing, among others. Greg is one of the firm’s subject matter experts with respect to federal accounting method issues.
Greg is a graduate of Grand Valley State University with a Bachelor of Business Administration in accounting and obtained his Master of Accounting degree from the University of Michigan. He is a Certified Public Accountant licensed in the state of Michigan
*CPE Subject Areas and number of CPE credits are pending review. The Department of Accountancy at Boise State has made every effort to comply with the CPE requirements set forth in the joint NASBA/AICPA Statement on Standards for Continuing Professional Education, Rev. Jan. 2012 (Standards). As noted in the Standards, “it is the participant’s responsibility to report the appropriate number of credits earned” and “state boards of accountancy have final authority on the acceptance of individual courses for CPE credit.” Per the Standards, CPE credits are granted based on a 50-minute hour.
Complaint Resolution Policy: Contact the Department of Accountancy at acct@boisestate.edu to register complaints related to the timeliness/accuracy of CPE credit reporting, program delivery, or program content.
Refund/Cancellation Policy: Refund less 10% for cancellations. Refunds unavailable after May 31.
CLE Credit Information:
The Department of Accountancy has applied to the Idaho State Bar for 7.5 CLE credits, based on a 60-minute hour (6.5 credits of general; 1 credit of ethics). Approval is pending. The Idaho State Bar has final authority on the approval/acceptance of individual courses for CLE credit.
Kathryn is a Managing Director in Ernst & Young, LLP’s US Tax Quality practice focusing on internal acquisitions, conflict matters and communications. Prior to joining tax quality, Kathryn was a member of EY’s Transaction Advisory Services – Transaction Tax practice, advising private equity and corporate client on transaction matters.
Greg is a Senior Manager in Deloitte Tax’s National Federal Tax Services group and is based out of Detroit, MI. He has more than 9 years of experience specializing in identifying and implementing federal income tax savings opportunities for clients across various industries including automotive, media, retail, pharmaceutical, financial services and manufacturing, among others. Greg is one of the firm’s subject matter experts with respect to federal accounting method issues.