Cranberry - Map it
July 20 | 8:00 a.m.-4:00 p.m.
CPE Credits: 8-Tax

Harrisburg - Map it
July 23 | 8:00 a.m.- 4:00 p.m.
CPE Credits: 8-Tax

Malvern - Map it
July 24 | 8:00 a.m.-4:00 p.m.
CPE Credits: 8-Tax

July 24 | 8:00 a.m.-4:00 p.m.
CPE Credits: 8-Tax

Thanks to all of the 2018 speakers and attendees! On-Demand self-study sessions of the conference will be available shortly.

Conference attendees - download course materials here >

“This conference is always one of the best.”

Lynn B. Smiley, CPA
Alfred J. Baker Inc.

2018 Speakers

PICPA Member: $299  |  Nonmember: $399
CLE Credit Add-On: $50      




Conference Agenda

7:15 a.m.
Breakfast and Check-in
7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
You’ve Been Notified: How to Avoid or Respond to DOR Notices
  • Common DOR notices
  • DOR collection issues
  • Ramifications and possible outcomes
  • Administrative responsibilities for practitioners
  • Techniques for avoiding and resolving notices
James M. Brower Jr., CPA, MST
Marks Paneth LLP
Harvey Danowitz, CPA

Charles L. Potter Jr., CPA, JD
Tucker Arensberg PC
8:50 a.m.
Neighborhood Watch: A Look at Local Tax Updates
  • Tax tips for business owners and companies
  • Tax law and court case developments and trends
  • Act 511, Earned Income Tax (EIT), and state collection
  • Local Services Tax (LST) requirements
  • Business Privilege Taxes (BPT): Issues and enforcement
William R. Lazor, CPA, PFS, CFE
Kronick Kalada Berdy & Co. PC
Matthew D. Melinson, CPA, MT
Partner – State and Local Tax
Grant Thornton LLP

Jeffrey J. Spengler, CPA
Baker Tilly Virchow Krause LLP
9:40 a.m.
Take a Breather
9:55 a.m.
What Happens in Pa., Stays in Pa.: Sales and Use Tax Update
  • South Dakota v. Wayfair Inc. - decision and implications
  • Recent statutory changes
  • Recent guidance from the Pennsylvania DOR
  • Recent court decisions
  • Audit and appeals issues and hot topics

Preview this session >

Gerard “Jerry” Glynn, CPA
Managing Director, State and Local Tax
Grant Thornton LLP
Sharon R. Paxton, JD
Vice Chair, State and Local Tax Group
McNees Wallace & Nurick LLC

Dan A. Schulder, CPA, JD
Cozen O’Connor
Daniel L. Westover, CPA
State and Local Tax Consultant
Daniel L. Westover CPA
11:05 a.m.
How the Handle Estates, Inheritances, and Trusts
  • Federal estate tax
  • State inheritance tax updates
  • Income taxation of trusts and estates
Neil W. Yahn, JD, LLM
Adjunct Professor of Accounting Villanova University
Melanie M. LaSota, CPA, JD
Director, Estate and Trust Tax Services
Schneider Downs & Company Inc.

Robert M. Maxwell, JD
Managing Director, Director of Estate and Trust Settlement
11:55 a.m.
12:45 p.m.
Corporate Tax: How Companies Pay in Pa.
  • Pa. state budget update
  • Federal tax reform implications
  • Important litigation
  • DOR guidance
Michael Beck, JD
Senior Manager
Grant Thornton LLP
David M. Glad, CPA JD
Grant Thornton LLP

Patrick K. Skeehan
Manager, State and Local Tax
Grant Thornton LLP
1:35 p.m.
Snacks and Chats
1:50 p.m.
Pass-Through Entities and Personal Income Tax: A Focus on Numbers and People
  • Basics of Pa. personal income tax and pass-through entities
  • Hot topics
  • Letters and notices – why people get them?
  • Reminders
  • Administration
Frank J. Tobias, CGFM
Revenue Fiscal Analyst Supervisor
Pennsylvania Department of Revenue
Pass Through Business Office
Milan D. Slak, CPA, JD, LLM
Norris McLaughlin & Marcus PA
4:00 p.m.
See You Next Year