Pennsylvania Tax Planning (Conference on Pennsylvania Taxes)

Stewart M. Weintraub, JD
SALT Practice Chair
Chamberlain Hrdlicka

Mr. Weintraub’s practice has centered on taxation for more than 40 years. He helps clients plan and structure transactions so that all state and local tax obligations are minimized. He represents clients in all aspects of state and local tax compliance and litigation, from audits through trials and appeals to the appellate courts. Before entering private practice, he was Chief of Tax Litigation for the City of Philadelphia’s Law Department, during which he also served as Chief Counsel of the Mayor’s Tax Reform Commission. In 2003, he was appointed to serve as a member of the new Tax Reform Commission created by the Home Rule Charter.

Practice Areas
• State and Local Tax Planning & Controversy
• Tax
• Tax Controversy & Litigation
• Estate Planning & Administration
• Real Estate

Education
• Temple University Beasley School of Law – JD 1971
• Drexel University – BS 1968

Bar Admissions
• Pennsylvania 1971
• New York 2013

Court Admissions
• U.S. Supreme Court and all of its subordinate courts in Pennsylvania and Philadelphia
• U.S. Court of Claims
• U.S. Tax Court
• Supreme Court of Pennsylvania and all of its subordinate courts

Fall 2016

David M. Glad, CPA., JD
Director, State and Local Tax Practice

David is a director in the State & Local Tax (SALT) Services Group of Grant Thornton’s Philadelphia office.

Experience
David, a CPA and attorney, has been practicing in federal, state and local tax for over 14 years. David is a national resource in unclaimed property, having handled complex unclaimed property issues in many states with a focus on Delaware and New York. He has experience with audits, voluntary disclosures, multistate compliance, structural planning and accounting procedures. In addition to unclaimed property, David practices in all manner of state and local tax with a focus on income and franchise tax consulting. He provides transactional consulting and manages complex controversies before federal, state and local authorities. He has experience with many industries, including manufacturing, retail, financial services and financial institutions.

Professional qualifications and memberships
David is a member of the Pennsylvania Bar and the Philadelphia Bar Association (Tax Law Section and State & Local Tax Subcommittee). He is a member of the Unclaimed Property Professionals Organization, the American Institute of Certified Public Accounts and the Pennsylvania Institute of Certified Public Accountants.
 
Education
Duquesne University, B.A. in Accounting
Cornell University Law School, J.D.

Speaking Engagements
• Unclaimed Property Issues and Opportunities, Tax Executives Institute, Mar. 28, 2014
• Basic Fundamentals of Nexus for Philadelphia / Local Business Taxes, PA Society of Tax and Accounting Professionals, Feb. 6, 2014
• Unclaimed Property Reporting in Delaware, Lorman Education Services, Feb. 1, 2013.
• Sales Tax Overview, PICPA 2011 Emerging CPAs Conference, Nov. 3, 2011.
• Amnesties and Voluntary Disclosure Agreements: To Do or Not to Do, Tax Executives Institute, Nov. 17, 2010.
• Recent Developments in Green Tax Credits and Incentives, PICPA Conference for CPAs, Harrisburg, PA, May 2009.

Publications
• Delaware Expands Unclaimed Property Voluntary Disclosure Program, Grant Thornton LLP State and Local Tax Alert (Feb. 15, 2013).
• New Jersey Amends Treatment of Stored Value Cards, Grant Thornton LLP State and Local Tax Alert (Aug. 23, 2012).
• Contributor, 2011 Grant Thornton Whitepaper, Gift cards: Opportunities and issues for retailers.
• Pennsylvania income / franchise tax administrative appeals: avoiding the traps, Financial Executives International, Philadelphia Chapter, September 2010 Newsletter, Sept. 9, 2010, at 6.