Thanks to all of the 2018 speakers and attendees! See you next year.

“This conference is always one of the best.”

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

2018 Speakers

A Look Back at the 2018 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

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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
Thank You to Our Sponsor


Tax Blogs & Podcasts
  • Jim DeLuccia

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    The Tax Cuts and Jobs Act increased take-home pay for many. However, most people have not adjusted their withholding rates to prevent a larger tax bill at the end of the year. Find out what CPAs have been noticing among their clients.
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“Don’t Talk” and More Tips on Fraud and Federal Criminal Tax Investigations

The IRS and CPAs Prepare for the First Tax Filing Season Under the TCJA