2019 conference on

Pennsylvania Taxes



Thanks for attending!



2019 Speakers

Mark Balistrieri, CPA
Ellis, Jonathan
freeh-cheri
Matthew Melinson
Radee_Skipworth

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

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


A Look Back at the 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

Speakers

cpamember
Lauren A. Zaccarelli
Chair
Pennsylvania Department of Revenue, Board of Appeals
cpamember
Ryan Froman
Board Member
Pennsylvania Department of Revenue, Board of Appeals
Dan A. Schulder, CPA, JD
Dan A. Schulder, JD, LLM
Member
Cozen O'Connor
Upham_Cheryl
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

Speakers

freeh-cheri
Cheri Freeh, CPA
Partner
Hutchinson Gillahan & Freeh PC
Bill Lazor headshot
William R. Lazor, CPA/PFS, CFE, FCPA
Partner
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

Speakers

Jason Skrinak
Jason C. Skrinak, CPA
SALT Practice Leader
RKL LLP
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
KPMG LLP
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

Speakers

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

Speaker

Skeehan_Patrick
Patrick K. Skeehan, JD
State and Local Tax Manager
Grant Thornton LLP
Groebel_Barry
Barry D. Groebel, CPA
Partner
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

Speakers

Radee_Skipworth
Radee Skipworth
Deputy Secretary for Compliance and Collections
Pennsylvania Department of Revenue
cpamember
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

Speakers

Jay Brower
James M. Brower, Jr., CPA, MST
Partner
Marks Paneth LLP
cpamember
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


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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