2019 conference on

Pennsylvania Taxes

July 29

July 30

July 30

Aug. 1

Who Should Attend?

CPAs in practice or industry looking for the latest developments in Pennsylvania taxation and the Department of Revenue.


To provide an update on the latest developments and planning opportunities related to Pennsylvania taxes.

“This conference is the single best resource for state and local tax issues.”

Kevin E. Bowman
Long, Barrell & Co. Ltd.

2019 Agenda

Speakers vary by location and are subject to change.

7:15 a.m.
Breakfast and Check-in
7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
DOR Notices: How and When to Respond
  • DOR appeal procedures
  • Handling audits
  • Administrative responsibilities for practitioners


Lauren A. Zaccarelli
Pennsylvania Department of Revenue, Board of Appeals
Ryan Froman
Board Member
Pennsylvania Department of Revenue, Board of Appeals
Dan A. Schulder, CPA, JD
Dan A. Schulder, JD, LLM
Cozen O'Connor
Cheryl A. Upham, JD, LLM
Partner, State and Local Tax
Cozen O'Connor
Dan Westover
Daniel L. Westover, CPA
State and Local Tax Consultant
Daniel L. Westover, CPA
8:50 a.m.
Top Trends in Local Taxation
  • Act 511 Earned Income Tax (EIT) : differing effects around the state
  • Act 18 of 2018: reforms to the EIT collection system
  • House Resolution 291: Pennsylvania's feasibility study for a statewide collection system of local earned income taxes
  • Recent developments in Business Privilege Tax (BPT) cases


Cheri Freeh, CPA
Hutchinson Gillahan & Freeh PC
Bill Lazor headshot
William R. Lazor, CPA/PFS, CFE, FCPA
Kronick Kalada Berdy & Co. PC
Matthew Melinson
Matthew D. Melinson, CPA, MT
Partner, State and Local Tax
Grant Thornton LLP
10:05 a.m.
Take a Breather
10:20 a.m.
Sales and Use Tax Tips after Wayfair
  • Implications of a post Wayfair world
  • Counseling individuals and business clients as a result of Wayfair and other recent decisions, including
    • Filing responsibilities of individuals and corporations
    • Practical application guidance
    • Recent important decisions


Jason Skrinak
Jason C. Skrinak, CPA
SALT Practice Leader
Matthew Melinson
Matthew D. Melinson, CPA, MT
Partner, State and Local Tax
Grant Thornton LLP
Mark Balistrieri, CPA
Mark A. Balistrieri
Senior Manager, State and Local Tax
Gregory Rineberg
Gregory Rineberg, CPA
State and Local Tax Manager
Grant Thornton LLP
11:10 a.m.
Handling Estates and Inheritances
  • State inheritance tax update: Pennsylvania, New Jersey, and Florida
  • Review Spousal Lifetime Access Trusts (SLATS), Deceased Spousal Unused Exclusions (DSUE), Anti-Clawback Regulations, and a 706 Update
  • Federal and state taxation issues regarding trusts and estates
  • Review of the Kaestner case


Neil Yahn
Neil W. Yahn, JD, LLM
Ellis, Jonathan
Jonathan H. Ellis, JD, LLM
Flaster Greenberg PC
Nicolas J. Sasso, JD
Strassburger McKenna Gutnick & Gefsky
S. John Kelly, JD
Of Counsel
Strassburger McKenna Gutnick & Gefsky
12:00 p.m.
12:50 p.m.
Corporate Tax Concepts
  • Overview of corporate tax considerations
  • Differences between federal and state corporate tax issues
  • New developments


Patrick K. Skeehan, JD
State and Local Tax Manager
Grant Thornton LLP
Barry D. Groebel, CPA
Herbein + Company Inc
Michael Beck
Michael Beck, JD
Senior Manager
Grant Thornton LLP
1:40 p.m.
NEWDOR's Modernization Project
  • The launch of myPATH
  • What additional taxes will be added as DOR moves forward with modernization
  • Implementation stages and timeline of system modernization
  • Enhanced electronic services
  • Plans for the personal income tax and property tax/rent rebate (PTRR) program
  • Communication and outreach plan
  • Demonstration of the system


Radee Skipworth
Deputy Secretary for Compliance and Collections
Pennsylvania Department of Revenue
Meggan Swisher
Assistant to the Director
Pennsylvania Department of Revenue
2:30 p.m.
Snacks and Chats
2:45 p.m.
Pass-Through Entities and Personal Income Tax
  • Form 1099
  • Personal vs. business deductions
  • Federal vs. state regulations under the TCJA
  • How to identify ordinary and necessary business expenses


Jay Brower
James M. Brower, Jr., CPA, MST
Marks Paneth LLP
Jane McCurdy, CPA
Fiscal Analyst Supervisor
Pennsylvania Department of Revenue Pass-Through Business Office
4:00 p.m.
See you next year!

Thank You to Our Sponsors

Intrepid Advisors Logo

Children's Scholarship Fund Philadelphia - Logo

Sponsor this conference!  View packages, and contact Kelli Comegys for more details.

“It was great to hear directly from the DOR on new issues. There are tons of classes on federal issues but not many that only focus on Pennsylvania.”

Barbara Dreves
Creese Smith & Co. LLC


CPE Credits: 8-Tax

Level: Update
Prerequisites: None

CLE Credits: This course has been submitted for 6.5 Substantive CLE credits. Visit the online course catalog at www.picpa.org and view the conference description to confirm. Attorneys requesting CLE credits must include an additional $50.


PICPA Member: $329
Nonmember: $429

ClassPass: 8 hours
CLE Credits Fee: $50

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Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.


Monday, July 29
Best Western Premier, the Central Hotel & Conference Center
800 E. Park Drive
Harrisburg, PA 17111
Map It
Tuesday, July 30
Penn State Great Valley Conference Center Building
30 E. Swedesford Rd.
Malvern, PA 19355
Map it
(610) 648-3200

Staying Over?
Desmond Malvern, DoubleTree by Hilton
Map it
(610) 296-9800

Identify yourself as a PICPA conference participant to receive the discounted rate: $179 single/double.

Thursday, Aug. 1
Regional Learning Alliance
850 Cranberry Woods Dr.
Cranberry Township, PA 16066
Map it
(724) 741-1000

Staying Over?
DoubleTree by Hilton, Pittsburgh-Cranberry
Map it
(724) 776-6900

Please note: Speakers vary by location.