7:15 a.m. Registration and Continental Breakfast
8:15 a.m. Welcome and Introduction
8:20 a.m. Washington Tax Update
Jeff Kummer, MBA
Director of Tax Policy
Deloitte LLP-Washington, DC
9:10 a.m. Income Tax Issues in Business Succession Planning
Mark C. Coulson
Founding Senior Partner
Williams Coulson, Attorneys at Law
10:00 a.m. Refreshment Break
10:15 a.m. Federal Business Tax Update
Steven A. Barber, CPA
Senior Tax Manager
Schneider Downs & Co. Inc.
11:05 a.m. Cybersecurity for Tax Practitioners
David G. Ries, JD
Of Counsel
Clark Hill PLC
11:55 a.m. Lunch & Networking
12:45 p.m. IRS Inside Look
Kate Hunyady
Senior Stakeholder Liaison
Internal Revenue Service, SB/SE SLF
1:35 p.m. State & Local Tax Update
Jason C. Skrinak, CPA
Principal
RKL LLP
2:25 p.m. Refreshment Break
2:40 p.m. Social Security Planning and Update on DOL Fiduciary Rules
Rachel M. Hawili, AIFA®
Director, HT Corporate Services
Hefren-Tillotson, Inc.
James T. Meredith, MBA, CFA®
Senior Vice President
Hefren-Tillotson, Inc.
3:30 p.m. Individual Tax Update
Jeremy G. Hartzell, JD
Principal-in-Charge of Pittsburgh
Hill Barth & King LLC
4:20 p.m. Closing Remarks
4:25 p.m. Adjournment
PICPA Member: $179
Nonmember: $279
Course No. 406200
Level: Update