7:30 a.m. Registration and Continental Breakfast
8:00 a.m. What’s New with S. Corporations?
Charles Marston, CPA, MST
President and Director of Tax
Group
SR Snodgrass PC
9:40 a.m. Take a Breather
9:55 a.m. State & Local Tax Update
Charles L. Potter Jr., CPA, JD
Attorney
Tucker
Arensberg
11:35 a.m. Lunch
12:25 p.m. Key Messages and Hot Topics at the IRS
Philip G. Yamalis
Senior Stakeholder Liaison
Small
Business/Self-Employed Division
Internal Revenue Service
2:05 p.m. Snacks and Chats
2:20 p.m. Retirement Plans for Small Businesses
Michael P. Reese, CPWA
Assistant Vice President/Wealth
Management
Loyalhanna Wealth Advisors of Janney Montgomery Scott
Meredith McCaskey, CPC, ERPA
Chief Business Development
Officer
M2B Retirement Consulting LLC
4:00 p.m. See You Next Year
PICPA Member: $175
Nonmember: $275
Course No. 570800
Level: Update
Prerequisites: