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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

Webcast
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      

Level: 

Update

Prerequisites: 
None

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
Speakers
James M. Brower Jr., CPA, MST
Partner
Marks Paneth LLP
Harvey Danowitz, CPA
Accountant

Charles L. Potter Jr., CPA, JD
Attorney
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
Speakers
William R. Lazor, CPA, PFS, CFE
Partner
Kronick Kalada Berdy & Co. PC
Matthew D. Melinson, CPA, MT
Partner – State and Local Tax
Grant Thornton LLP

Jeffrey J. Spengler, CPA
Partner
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 >

Speakers
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
Member
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
Speakers
Neil W. Yahn, JD, LLM
Partner
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
Glenmede
11:55 a.m.
Lunch
12:45 p.m.
Corporate Tax: How Companies Pay in Pa.
  • Pa. state budget update
  • Federal tax reform implications
  • Important litigation
  • DOR guidance
Speakers
Michael Beck, JD
Senior Manager
Grant Thornton LLP
David M. Glad, CPA JD
Directory
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
Speakers
Frank J. Tobias, CGFM
Revenue Fiscal Analyst Supervisor
Pennsylvania Department of Revenue
Pass Through Business Office
Milan D. Slak, CPA, JD, LLM
Member
Norris McLaughlin & Marcus PA
4:00 p.m.
See You Next Year