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Cranberry - Map it
July 21 | 8:00 a.m. - 4:00 p.m.
8-Tax

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Harrisburg - Map it
July 24 | 8:00 a.m. - 4:00 p.m.
8-Tax

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Malvern - Map it
July 25 | 8:00 a.m. - 4:00 p.m.
8-Tax

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Webcast
July 25 | 8:00 a.m. - 4:00 p.m.
8-Tax

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Hot Topic Sessions

  • Inheritance and Estate Tax 
  • Pennsylvania Personal Income Tax and Pass-Through Entities
  • Pennsylvania Tax Update

“The conference on PA taxes is the best resource for all of the tax changes in Pennsylvania's new budget.”

Kevin E Bowman
Long, Barrell & Co Ltd


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

Level: 

Update

Prerequisites: 
None

Speakers

Matt OBrienVito CosmoDavid GladBrower_JayRead Speaker Bios  

Please note: Speakers vary by location.

Conference Agenda

7:15 a.m.
Breakfast and Check-in
7:45 a.m.
Greetings from PICPA Leadership
8:00 a.m.
Pennsylvania Tax Update
  • Latest updates on tax budgets
  • How to best prepare your business for implemented and soon to be implemented tax changes
  • Hot topics and trends in the tax industry
Speakers
Vito A. Cosmo, Jr., CPA
Managing Director, State and Local Taxes | Grant Thornton LLP
David Glad, CPA, JD
Director, State and Local Tax | Grant Thornton LLP

Matthew R. O’Brien, CPA
State and Local Tax - Manager | Grant Thornton LLP
8:50 a.m.
Local Tax Issues Update 
  • Recent trends in Pennsylvania local taxes
  • Examine increased audit activity in the Business Privilege Tax (Act 511)
  • Regionalized updates regarding the Business Income and Receipt Tax
Speakers
Cheri Hutchinson Freeh, CPA, CGMA
Partner | Hutchinson Gillahan & Freeh PC
William R. Lazor, CPA, PFS, CFE
Partner | Kronick Kalada Berdy & Co. PC

Matthew D. Melinson, CPA, MST
Partner - State and Local Tax | Grant Thornton LLP
Matthew R. O’Brien, CPA
State and Local Tax - Manager | Grant Thornton LLP
9:40 a.m.
Take a Breather
9:55 a.m.
Sales and Use Tax Update 
  • Recent developments in sales and use tax
  • Department of Revenue updated policies on audits and appeals
  • Proposed statutory and regulatory amendments
  • Sales and use tax court cases
Speakers
Craig A. Longyear, JD
Partner| Keefer Wood Allen & Rahal LLP
Jason C. Skrinak, CPA
State and Local Practice Leader | RKL LLP
10:45 a.m.
Inheritance and Estate Tax
  • Due diligence required for mergers and acquisitions
  • Tax planning relating to selling real estate
  • Common practices in inheritance and estate taxes
Speakers
Christopher M. Harvey, CPA, JD, LLM
Adjunct Professor of Law, Villanova University School of Law
Managing Partner, Harvey Ballard & Bornstein
Neil W. Yahn, JD, LLM
Partner, James Smith Dietterick & Connelly LLP
 Adjunct Professor of Accounting, Villanova University
11:35 a.m.
Lunch
12:25 p.m.
Pennsylvania Credits and Incentives Available for Taxpayers

  • Review of the proposed tax reform blueprint including Repatriation Tax and Border Adjustment Tax and how it may align with credits and incentives
  • Introduction to the credits and incentives process including the types of incentives available, triggering events, and the involved parties
  • Overview and update of Pennsylvania Credits and Incentives programs

Speakers
Steven Carter, CPA
Managing Director, Credits and Incentives | Grant Thornton LLP
James L. O'Donnell
Director | Pennsylvania Department of Community and Economic Development

Jason C. Skrinak, CPA
State and Local Practice Leader | RKL LLP
Graham Reilley
SALT - Senior Associate | Grant Thornton LLP
1:15 p.m.
Pennsylvania Personal Income Tax and Pass-Through Entities
  • Legislative and court update
  • Tips from the Department of Revenue and practitioners
  • Planning opportunities for your clients
Speakers
James M. Brower Jr., CPA, MST
Member | Marks Paneth LLP

Barry D. Groebel, CPA
Tax Partner | Herbein + Company Inc.

Jane L. McCurdy, CPA, MT
Revenue Fiscal Analyst II | Pennsylvania Department of Revenue | Pass-Through Business Office

Jared E. Miller, CPA, MST
President | JEM Tax Consulting LLC

Frank J. Tobias, CGFM
Tax Principal | Reinsel Kuntz Lesher LLP

2:05 p.m.
Snacks and Chats
2:20 p.m.
Pennsylvania Personal Income Tax and Pass-Through Entities (Continued)
4:00 p.m.
See You Next Year!