Tax Con

Webcast 2021

PICPA Member: $579
Nonmember: $679

Nov. 17 - Nov. 18
Single-Day Options Available

CPE Credits:
15-Tax; 1-Other

 

 

Tax Con is the evolution of the PICPA's Conference on Pennsylvania Taxes and Multistate Tax Conference. This two-day conference will cover subjects in those two areas plus new topics, allowing you to plan your own CPE experience and choose from dozens of concurrent sessions.


Single-Day Registration Options


Thanks to our 2021 sponsors  capstan Gallagher_Affinity_3D_stacked

Sign Up for Conference Announcements
Rettig, Charles

Charles Rettig
IRS Commissioner

Featured Speaker

IRS Commissioner Charles Rettig is scheduled to address PICPA’s second annual Tax Con. Commissioner Rettig will provide an update on recent legislation, both related and not related to the pandemic. He will also provide an update on how tax practitioners can interact with IRS staff for the upcoming tax season and other critical matters related to business and individual taxation.


2021 Agenda

Wednesday, Nov. 17


7:45 a.m.
Welcome and Opening Remarks

8:00 a.m.

Anirban Basu and the Chamber of Data 1-Other

  • Economic data and analysis juxtaposing the prepandemic and pandemic world
  • Forecast for the post-pandemic world
  • Discussion includes labor markets, financial markets, real estate, construction, consumer spending, business investment, international trade, and government finances  
Basu_Anirban-120x120

Anirban Basu
Chair and CEO
Sage Policy Group Inc.


8:50 a.m.

Updates from the IRS Commissioner and Pennsylvania Secretary of Revenue 1-Tax

  • Update on recent legislation
  • How tax practitioners can interact with IRS and Pennsylvania Department of Revenue staff for the upcoming tax season
  • Overview of updates regarding business and individual taxation
Rettig, Charles

Charles P. Rettig
Commissioner
IRS

C. Daniel Hassell

Dan Hassell
Secretary of Revenue
Pennsylvania Department of Revenue


9:45 a.m.

Morning Break


10:00 a.m.

Remote Work Tax Implications: Current Government Enforcement1-Tax

Drew VandenBrul, CPA

Moderator
Drew VandenBrul, CPA
Managing Director, State and Local Tax
Grant Thornton


Jennifer Karpchuk

Jennifer W. Karpchuk
Shareholder
Chamberlain Hrdlicka

Jonathan Liss

Jonathan Liss
Senior Revenue Policy Analyst
Philadelphia Department of Revenue

cpamember
Hal Bellovin
Tax – Managing Director, Human Capital Services
National Employment Tax Leader 
Grant Thornton

10:50 a.m.

Remote Work Tax Implications: A Practitioner and Industry Perspective 1-Tax

Drew VandenBrul, CPA

Moderator
Drew VandenBrul, CPA
Managing Director, State and Local Tax
Grant Thornton


Jennifer Karpchuk

Jennifer W. Karpchuk
Shareholder
Chamberlain Hrdlicka

cpamember

Candice Polsky
Director, State and Local Taxes
Urban Outfitters

Moskowitz, Seth

Seth Moskowitz
Tax Director
Cozen O’Connor


11:40 a.m.
Lunch Break

12:25 p.m.

State Hot Topics 1-Tax

  • State and local tax workarounds (N.J., N.Y., Calif., Ill., Mass., etc.),
  • Pennsylvania DOR’s stance on crediting
  • Remote employee nexus in a post-COVID world
  • State residency
  • Continuing fallout from Wayfair (Florida, Missouri, and other state developments)
  • The Multistate Tax Commission’s recent pronouncement on 86-272 protected and unprotected activities
  • State tax implications of COVID relief (PPP loans and forgiveness, treatment of Employee Retention Credits)
Jay Brower

James M. Brower Jr., CPA
Partner
Marks Paneth LLP

Dan A. Schulder, CPA, JD

Dan A. Schulder
Member
Cozen O’Connor

Patrick Skeehan

Patrick K. Skeehan
Senior Manager, State and Local Tax – National Tax Office
Grant Thornton

Jason Skrinak

Jason Skrinak, CPA
Founder
Pivot Strategic Consulting


1:20 p.m.

Federal Hot Topics 1-Tax

  • Provisions of the CARES Act and the American Rescue Plan Act related to the employee retention credit
  • New and proposed state-level taxes on pass-through entities and IRS guidance for the impact on federal returns
  • Planning opportunities for the proposed Sensible Taxation and Equity Promotion Act and proposed changes to the income tax and estate and gift taxes
  • Possible impacts of a global minimum tax and changes to U.S. international tax law under the Biden administration’s proposals
Grossberg-Jonathan

Jonathan D. Grossberg, JD, LLM
Founder and Owner, Grossberg Continuing Education
Adjunct Professor of Law, Temple University Beasley School of Law
Assistant Editor, National Income Tax Workbook


2:10 p.m.

Afternoon Break


2:25 p.m.

CONCURRENT SESSION 1

Pennsylvania Tax Track

Corporate Tax Update 1-Tax

Jennifer Loughery

Jennifer Loughery
Director
PwC

Federal Tax Track

Federal Tax Update 1-Tax

Steve Hurok

Steven I. Hurok, CPA, JD
Director
Citrin Cooperman

International Tax Track

Biden International Tax Proposals and State of International Taxation 1-Tax

  • Changes to global intangible low-taxed income (GILTI) and the potential impact on corporations and individuals with reporting inclusions
  • Potential for loss of foreign derived intangible income (FDII)
  • Broadening of anti-inversion rules
Elizabeth D'Amore

Elizabeth D’Amore, JD, LLM
Manager, International Tax Services
Citrin Cooperman


3:25 p.m.

CONCURRENT SESSION 2

Pennsylvania Tax Track

Pennsylvania Pass-Through/Individual Tax Update 1-Tax

cpamember

Jane McCurdy, CPA
Pennsylvania Department of Revenue

Federal Tax Track

Federal Tax Update (cont.) 1-Tax

Steve Hurok

Steven I. Hurok, CPA, JD
Director
Citrin Cooperman

International Tax Track

Recent Developments in International Tax Reporting Affecting Partnerships and S Corporations 1-Tax

  • New international tax information reporting requirements under the Tax Cuts and Jobs Act (TCJA), and the reporting mechanisms prior to the IRS’s issuance of Schedules K-2 and K-3
  • International tax information required on Schedules K-2 and K-3
  • Tax and information returns affected by Schedules K-2 and K-3 reporting (e.g., Forms 1065, 1120-S, and 8865)
Ronald Kalungi

Ronald Kalungi, JD, LLM
Director of International Tax
Drucker & Scaccetti


4:15 p.m.
See You Tomorrow

Thursday, Nov. 18

8:00 a.m.

Multistate Tax Kick-Off/Update 1-Tax

Melinson_Matt

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


8:55 a.m.

Update from State Administrators 1-Tax

Invited jurisdictions: Pennsylvania, New Jersey, New York, Ohio, Maryland, Delaware, and Washington, D.C. 


9:45 a.m.
Morning Break

10:00 a.m.

Update from State Administrators (cont.) 2-Tax


11:35 a.m.
Lunch Break

12:25 p.m.

CONCURRENT SESSION 3

State and Local Tax Track

Appeals, Audits, and Discoveries 1-Tax

  • How states identify possible taxpayers through discovery efforts
  • How to identify processes in order to be prepared for a possible future state tax audit
  • How to prepare for an upcoming state tax audit
  • How to work through a current state tax audit
  • What to do once an audit is finalized
Jason Skrinak

Jason Skrinak, CPA
Founder
Pivot Strategic Consulting

Federal Tax Track

Credits and Incentives 1-Tax

  • Research & Development Tax Credit
  • Cost Segregation
  • Residential Energy Tax Credits
  • Commercial Energy Deduction
  • Employee Retention Tax Credit
Paul McVoy

Paul McVoy
Principal, Research & Development Tax Credit Services
KBKG

Zarin, David (resize)

David Zarin
Regional Director
KBKG

Sharma, Sumit (resized)

Sumit Sharma, CCSP, ASA
Director, Cost Segregation Services
KBKG

Tax Specialty Areas Track

Philadelphia Department of Revenue Update 1-Tax

  • Launch of the Philadelphia Tax Center
  • Enforcement initiatives
  • Legislative updates and COVID-19 guidance
Kriss, Lopez Rebecca

Rebecca LopezKriss
Deputy Commissioner for Policy, Outreach, and Taxpayer Assistance Programs
Philadelphia Department of Revenue

Muniz, Marco (resized)

Marco Muniz
Deputy Commissioner for Collections
Philadelphia Department of Revenue

Jonathan Liss

Jonathan Liss
Senior Revenue Policy Analyst
Philadelphia Department of Revenue


1:25 p.m.

CONCURRENT SESSION 4

State and Local Tax Track

Local Tax Update 1-Tax

  • Overview of the Local Tax Enabling Act for individuals new to Pennsylvania local taxation
  • Changes to the Local Tax Enabling Act as a result of Act 18 of 2018
  • Nexus issues resulting from the COVID-19 pandemic
  • Due date issues and corrective legislation
  • Future of local tax legislation
Cheri Freeh, CPA

Cheri H. Freeh, CPA, CGMA
President and CEO
Hutchinson, Gillahan & Freeh PC

Federal Tax Track

Pass-Through Entity Update and Calculating Basis 1-Tax

  • Partnership tax basis capital and 704(c) reporting
  • Other pass-through entity reporting updates, including:
    • Section 199A, Qualified Business Income
    • Section 163(j), Business Interest Expense
    • Section 469, Passive Activity Loss Reporting
  • Partner/shareholder basis calculation and considerations
Chris Catarino

Chris Catarino, CPA, MT
Shareholder
Drucker & Scaccetti

Tax Specialty Areas Track

State Fiduciary and Inheritance Tax 1-Tax

Courtney Dolaway

Courtney Dolaway
Shareholder
Flaster Greenberg


2:15 p.m.
Afternoon Break

2:25 p.m.

CONCURRENT SESSION 5

State and Local Tax Track

What's New in Sales and Use Tax 1-Tax

Eileen R. Dempsey, CPA

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

Federal Tax Track

Preparation of the Federal Estate Tax Return and Federal Fiduciary Return 1-Tax

Learn practical tips in preparing the federal estate tax return and federal fiduciary income tax return.

  • Planning around the alternate valuation date in a volatile market
  • Implications of taking certain administrative expenses on the estate tax return versus the income tax return
  • Planning for the distribution of capital gains through the distribution deduction
  • Planning issues associated with determining income for tax purposes as opposed to income for fiduciary income tax purposes
  • Using trusts to help minimize the aggregate family income taxes on the distributions of retirement assets
Ellis, Jonathan

Jonathan Ellis
Attorney
Flaster Greenberg

Tax Specialty Areas Track

Multistate Trends Panel 1-Tax

  • Pass-through entity taxation/SALT cap work-arounds
  • Remote working
  • Apportionment of services and intangibles
  • Net Operating Loss utilization
Stoops, Kenneth

Kenn Stoops, CPA
Managing Director, Multistate Services
Deloitte

Frank P. Czekay

Frank Czekay, CPA, LLM, JD
Firm Director
Baker Tilly

Drew VandenBrul, CPA

Drew VandenBrul, CPA
Managing Director, State and Local Tax
Grant Thornton


Timothy Billow

Timothy Billow, CPA, MS
Corporate Tax Department - Tax Planning and Consulting
Highmark Health


3:25 p.m.

CONCURRENT SESSION 6

State and Local Tax Track

Credits and Incentives 1-Tax

  • Why credits and incentives?
  • What are some types of credits and incentives?
  • How are credits obtained?
  • What should be done if a credit is awarded?
Jason Skrinak

Jason Skrinak, CPA
Founder
Pivot Strategic Consulting

Federal Tax Track

IRS Update 1-Tax

Furlong-Richard

Richard G. Furlong
Senior Stakeholder Liaison
IRS

Tax Specialty Areas Track

Implications of M&A, Due Diligence 1-Tax

  • Typical deal tension
  • Tax due diligence
  • Structuring
  • Who is the buyer and what is their profile?
  • Who is the seller and what is their profile?
Andrew Bernard

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

 

Ankrah, Sonny

Sonny Ankrah, JD
Managing Director – State and Local Tax
Andersen

 

cpamember

Michael R. DePaul Jr., Esq.
Partner, Tax Services Group
RKL LLP


4:15 p.m. 

See You Next Year


Credits

CPE Credits: 15-Tax; 1-Other
Concurrent session credits are noted in descriptions.

Level: Update
Prerequisite: None

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

Registration

Full Conference (772903)
Wednesday Only (772904)
Thursday Only (772905)
PICPA Member
$579
$345
$345
Nonmember
$679
$445
$445
ClassPass
16 hours
8 hours
8 hours
CLE Credit
$100
$50
$50

ClassPass      flexAccount200x75
Use your ClassPass, ClassPass Mini, or Flex Account to register. Find more information about PICPA discounts.


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