PICPA Tax Con - 2022 Tax Conference for Pennsylvania CPAs
 

Tax Con

2022

CPE Credits: 16-Mixed

Nov. 15-16

The Alloy - a DoubleTree by Hilton, King of Prussia or Webcast


Tax Con is back, and it's bigger and better than ever! Get the lowdown on everything tax from Pennsylvania Department of Revenue officials, national and local tax specialists, and more. Expanding from the Pennsylvania Taxes and Multistate Conference, Tax Con offers tracks dealing with local, state, federal, and international tax trends and regulations. Choose from dozens of concurrent sessions over two days for a comprehensive CPE experience that makes you the expert you want to be and the one your clients expect.

Single-day registration options:

Nov. 15 Only: In-Person | Webcast 
Nov. 16 Only: In-Person | Webcast 


Highlights:

  • Pennsylvania Corporate Tax Update  
  • New Final Foreign Tax Regulations – May Create Double Taxation  
  • Federal Corporate Update  
  • Multistate Tax Kickoff/Update 
  • Information Security and Identity Theft
  • IRS Update with Richard Furlong, IRS Senior Stakeholder Liaison
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Thank You to Our 2022 Premier Sponsors

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Event Sponsors:

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Exhibitor Sponsors:

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Featured Session

COST National State and Local Tax Update

Highlights include:

  • State tax legislative trends and hot spots  
  • State actions in the areas of income, franchise, gross receipts, sales, use, and other indirect taxes, property taxes, and unclaimed property  
  • Priorities and initiatives COST is advocating across all states, as well as state tax scorecards, business tax studies, and COST reports released in 2022 
Farooki, Aziza
Aziza Farooki
Senior Director, Policy
Council on State Taxation (COST)

Nicely, Fred
Fred Nicely
Senior Tax Council
Council on State Taxation (COST)

Tuesday, Nov. 15, 2022


7:15 a.m.
Breakfast & Check-in

7:50 a.m.
Conference Opens

8:00 a.m.

The State of Tax and the Profession 2-Tax

Richard Furlong will address:

  • IRS strategic plan for 2022-2026: Agency priorities
  • Preliminary observations of the impact of Inflation Reduction Act of 2022 legislation on IRS funding and operations
  • Expectations for the 2023 tax season
Dan Hassell will address:
  • Customer service in tax administration
  • Strategies for customer service in a digital world
  • Metrics and continuous improvement
C. Daniel Hassell

Dan Hassell
Secretary of Revenue
Pennsylvania Department of Revenue

Furlong-Richard

Richard Furlong Jr.
Senior Stakeholder Liaison,
Communications and Liaison
Internal Revenue Service


9:40 a.m.

Morning Break


9:55 a.m.

Recession/Economic Outlook and the Midterm Elections 1-Other

  • Likelihood of recession, including causes for concern (inflation and the federal government) and brighter spots (employment and spending)
  • Election results and prepping for “silly season,” including personnel changes in Washington and the beginning of a new presidential cycle
  • Market/economic expectations, including the rest of 2022 and early expectations for 2023
Malcolm Polley

Malcolm Polley, CFA
President, Chief Investment Officer
Stewart Capital


10:45 a.m.

Transfer Pricing: Cash Savings and Coca-Cola Tax Court Lessons 1-Tax

  • Practical insights on U.S. and international transfer pricing rules
  • Anticipating tax authority audit strategies and reducing risks
  • How does the Coca-Cola transfer pricing court case affect IRS audit plans?
  • Overlooked tax and cash savings opportunities after COVID-19
Martin, Alex

Alex Martin
Principal and Transfer Pricing Practice Leader
KBKG


11:35 a.m.
Lunch Break

12:25 p.m.

General Tax Information Reporting 1-Tax

  • Impact of “employee vs. contractor” issues
  • PA 1099 reporting / withholding regime for out-of-state vendors
  • Issues associated with remote work
  • Update on Act 53
Semes, Michael

Michael J. Semes
Professor of Practice, Graduate Tax Program
Villanova Law School


1:15 p.m.

COST National State and Local Tax Update 1-Tax

  • State tax legislative trends and hot spots  
  • State actions in the areas of income, franchise, gross receipts, sales and use, and other indirect taxes, property taxes, and unclaimed property  
  • Priorities and initiatives COST is advocating for across all states, as well as state tax scorecards and business tax studies and reports released in 2022 
Farooki, Aziza

Aziza Farooki
Senior Director, Policy
Council on State Taxation (COST)

Nicely, Fred

Fred Nicely
Senior Tax Council
Council on State Taxation (COST)


2:05 p.m.

Afternoon Break


2:20 p.m.

CONCURRENT SESSION 1

Pennsylvania Tax Track

Pennsylvania Corporate Net Income Tax Update 1-Tax

  • Overview of the tax changes brought about by Act 53 of 2022
  • In-depth analysis of Act 53’s new CNIT economic nexus and sourcing provisions
  • A review of Pennsylvania judicial developments for the year
  • Summary of other recent Department of Revenue updates
Achord, Mark

Mark J. Achord, JD, LLM
Managing Director
KPMG LLP

Federal Tax Track

Pass-Through Entities and Passive Activities 1-Tax

  • Overview of types of pass-throughs (S corp/partnership) - Very high level
  • Brief acknowledgment of new K-2/K-3 schedules
  • Pass-throughs and real estate - QBI, real estate professionals, elections
  • Considerations of limited partners/members
Mike Radich, CPA

Michael Radich, CPA, MST
Founder and Managing Principal
MGR CPA & Consultants

International Tax Track

New Final Foreign Tax Regulations – May Create Double Taxation 1-Tax

  • Background and history of the new foreign tax credit (FTC) regulations 
  • New foreign digital service taxes – U.S. Treasury’s reaction 
  • What the new FTC regulations change and why – Beyond digital service taxes 
  • Implications of the new FTC regulations (double taxation) 
Andrew Bernard

Andrew Bernard
Managing Director – U.S. National Tax  
Andersen  

Harles, Ellen

Ellen Harles
Managing Director
Andersen
  

Matu, Nigel

Nigel Matu
Director
Andersen


3:15 p.m.

CONCURRENT SESSION 2

Pennsylvania Tax Track

Acquisitions 1-Tax

  • Review a transaction case study to highlight important deal considerations
  • Analyze how gain from the sale of a business could be taxed by states
  • Examine transfer tax issues for real estate and business assets
Beck, Michael

Michael Beck
Senior Manager
Grant Thornton LLP

Jodz, Meghan

Meghan Jodz, CPA
Partner, M&A Tax Services
Grant Thornton LLP

Federal Tax Track

Federal Corporate Update 1-Tax

  • Deferred compensation liabilities assumed in a sale transaction
  • Heath care business for qualified small-business stock eligibility
  • Accumulated earnings tax still alive
Steve Hurok

Steven I. Hurok, CPA, JD
Director
Citrin Cooperman

International Tax Track

Relevant International Tax Topics 1-Tax

  • Ramifications of 163(j) EBIT and R&D capitalization
  • CFC classification by downward attribution
  • New K-2 and K-3 forms
  • Pillar 2 update
Wynman, Raymond

Raymond Wynman, CPA, MST
Managing Director – International Tax
GTM

McKinney, Ross

Ross McKinney, CPA
Managing Director – International Tax
GTM


4:05 p.m.
Happy Hour

5:30 p.m.
See You Tomorrow

Wednesday, Nov. 16, 2022

7:15 a.m.
Breakfast & Check-in

7:50 a.m.
Second Day Opens

8:00 a.m.

Multistate Tax Kick-Off/Update 1-Tax

  • Analyze continuing impact of remote work on state and local tax
  • Examine recent multistate tax developments and trends, including post-Wayfair nexus, pass-through entity taxes, and Public Law 86-272 developments
  • Recent Pennsylvania and Philadelphia tax updates
Melinson_Matt

Matthew D. Melinson, CPA, MT     
Partner, State and Local Tax
Grant Thornton LLP


8:50 a.m.

State Administrator Updates, Part 1 1-Tax

  • Hear the latest trends in tax policy and issues from state administrators
  • Impact of trends and developments on your practice and your clients
  • Invited jurisdictions: Pennsylvania, New Jersey, New York, Ohio, Maryland, Delaware, and Washington, D.C.
Skipworth, Radee
DC Update:
Radee Skipworth 

Director of Collection and Enforcement
D.C. Office of Tax and Revenue

Kaschak, John
PA Update:

John Kaschak, CPA    
Deputy Secretary for Revenue
PA Department of Revenue

Rodriguez, Jorge
NY Update:

Jorge Rodriguez, CPA     
Senior Manager - Tax Services
RSM US LLP

Thickening, Andre

NY Update:
Andre Thickening
Senior Manager - State and Local Tax Services
RSM US LLP


9:40 a.m.
Morning Break

9:55 a.m.

State Administrator Updates, Part 2 2-Tax

Ficara, John
NJ Update:

John Ficara, CPA     
Director
New Jersey Division of Taxation

cpamember
DE Update:

Kathy Revel 
Director - Office of the Director
Delaware Division of Revenue

Nolan, Bill
OH Update:

William Nolan, CPA     
Managing Director
EY

Atwood, Amanda
MD Update:

Amanda Atwood, Esq  
Staff Tax Attorney - Legal Section
Revenue Administration Division


11:35 a.m.
Lunch Break

12:25 p.m.

CONCURRENT SESSION 3

State and Local Tax Track

Local Update 1-Tax

  • The changes made to local tax collections under Act 18
  • Due date changes and other enactments from Act 511 legislation
  • Application of the Philadelphia super credit and the potential future of the credit
  • Nexus issues around working from home
  • The future of local tax legislation
Cheri Freeh

Cheri Freeh, CPA, CGMA
President and CEO
Hutchinson, Gillahan and Freeh PC

Federal Tax Track

Research & Development Tax Credits Overview 1-Tax

  • Describe the benefits of the R&D tax credit
  • Identify the tax definition of R&D as well as qualifying activities and expenses
  • Review legislative and administrative updates affecting the R&D credit
  • Understand the two federal methods for calculating the R&D credit
Maroney, Michael

Michael Maroney
Director
KBKG

Tax Practice Management Track

Tax Practice Technology 1-Tax

  • Keeping up with ever-evolving tax technology from a practice partner perspective
  • Where we are today in this effort
  • What lies ahead
Goldman, Jay

Jay Goldman, CPA
Principal
Boyer & Ritter LLC


1:20 p.m.

CONCURRENT SESSION 4

State and Local Tax Track

Preparing for Pass-Through Credits 1-Tax

Achord, Mark

Mark J. Achord
Managing Director
KPMG LLP

Drew VandenBrul, CPA

Drew VandenBrul, CPA, MT
Managing Director
Grant Thornton 

Federal Tax Track

The R&D Credit – Best Practices 1-Tax

  • Examine the qualification requirements for the R&D credit
  • Discuss changes in claiming the R&D credit at the federal and state levels
  • Review best practices
  • Analyze case studies in various industries, including software and technology, manufacturing, architecture, and engineering
Chikes, Ashley

Rachel Lindblade
Senior R&D Tax Consultant
EPSA

Tax Practice Management Track

Information Security and Identity Theft, Part 1 1-Tax

  • The basics of identity theft
  • Cybersecurity and why it is important
  • Different types of cyberattacks (with real world examples)
  • Simple ways to protects yourself online
Pedder, Tom

Tom Pedder
Chief Operating Officer
Cybx


2:10 p.m.
Afternoon Break

2:25 p.m.

CONCURRENT SESSION 5

State and Local Tax Track

Sales and Use Tax 1-Tax

  • Wayfair: Four years after the Supreme Court ruling – What are states doing now?
  • Amazon and third-party inventory: Nexus or no nexus?
  • Digital products: Ever increasing state revenues
  • Miscellaneous SUT developments
Eileen R. Dempsey, CPA

Eileen R. Dempsey, CPA
State and Local Tax (SALT) Technical Director, Tax
CliftonLarsonAllen LLP

Federal Tax Track

Consolidated Returns 1-Tax

  • Overview of C corporation consolidation
  • Overview of Q subs and S corporation reporting
  • Does Pennsylvania allow consolidations? How do we report for Pennsylvania?
Mike Radich, CPA

Michael Radich, CPA
Founder and Managing Principal
MGR CPA & Consultants

Tax Practice Management Track

Information Security and Identity Theft, Part 2 1-Tax

  • Browsing and uploading information in portals
  • How do you know if your data has been breached?
  • The importance of encryption and dynamic key management
  • Your responsibility to protect information
Pedder, Tom

Tom Pedder
Chief Operating Officer
Cybx


3:20 p.m.

CONCURRENT SESSION 6

State and Local Tax Track

Multistate Trends Panel Update 1-Tax

  • Expand nexus considerations around PL 86-272, remote workers, and economic nexus
  • Corporate tax rate reductions and the broader impact on revenue collections
  • Pass-through entity and individual taxation
  • Tax administration reactions to these trends
Timothy Billow

Timothy Billow, CPA, MS
Corporate Tax Department – State and Local Tax
Highmark Health

Stoops, Kenneth

Kenneth Stoops
Managing Director
Deloitte

Frank P. Czekay

Frank Czekay, CPA, JD, LLM
Director
Baker Tilly

Drew VandenBrul, CPA

Drew VandenBrul, CPA, MT
Managing Director
Grant Thornton LLP

Federal Tax Track

IRS Update with Richard Furlong 1-Tax

  • Stakeholder liaison engagement with the PICPA
  • 1099-K information reporting for 2022 returns and IP PIN opt-in program
  • Automated assistance via voice bots and chat bots and tax pro online accounts
  • Creating a written information security plan

Furlong-Richard

Richard Furlong Jr.
Senior Stakeholder Liaison
Communications & Liaison
Internal Revenue Service

Tax Practice Management Track

Building a Valuable Tax Consulting Business 1-Tax

  • Top reasons to add sales tax consulting services
  • “Essentials” that enable you to become a trusted sales tax adviser
  • Frequently asked sales-tax-related questions and real-world examples
Meigs, Jeff

Jeff Meigs
Partner and Consulting Practice Leader
TaxConnex


4:10 p.m. 

See You Next Year


Registration

2022 Full Conference Rates
In Person (772900)
Webcast (772903)
2022 Tuesday Rates
In Person (772901)
Webcast (772904)
2022 Wednesday Rates
In Person (772902)
Webcast (772905)
PICPA Member
$579
$345
$345
Nonmember
$679
$445
$445
ClassPass
16 hours
8 Hours
8 Hours
CLE Credit
$100
$50
$50

CLE Credits and Fees: This conference has been submitted for 13 Substantive CLE credits. Attorneys requesting CLE credits must include an additional $100.

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Use your ClassPass or Flex Account to register. Find more information about PICPA discounts.

Is more than one person from your firm attending? Discounts are available.

Credits

CPE Credits: 16-Mixed

General Session Credits: TBD

Level: Update
Prerequisite: None

Location

The Alloy King of Prussia – A DoubleTree by Hilton - Map It
301 W. Dekalb Pike
King of Prussia, PA 19406
(610) 337-1200

Staying Over at the Alloy King of Prussia?
Click here to book your room or call (610) 337-1200