Lehigh University's 58th Annual Tax Forum

Oct 27
7:30 - 5:00 p.m.

Lehigh University
Bethlehem - Map

This year’s tax forum is designed for CPAs, business executives, tax directors, tax advisors, and attorneys that are interested in new tax strategies from a suite of advisors that professionals and clients alike rely on every day. Join us as we bring a round table of advisor to you!

This program qualifies for 8-Tax continuing education credits for CPAs in Pennsylvania and New Jersey. Credits are issued by Lehigh University.

See the speakers bios.

 

 


Highlights

All presentations will take place in the Rauch Business Center (Room 91) except for the keynote, which will be in the Butz Lobby of the Zoellner Arts Center.

Registrants should park at Zoellner Arts Center garage. Complimentary parking is available only until 10a.m. when you present a copy of your registration.

Agenda

7:30-7:50 a.m. - Registration

8:00-9:50 a.m. - PA Educational Improvement Tax Credit

Bob Buck, CPA
Shareholder, Buckno Lisicky & Company

10:00-11:50 a.m.- Keynote - (Butz Lobby, Zoellner Arts Center)

John P. Gimigliano
KPMG Principal in Charge Federal Legislative and Regulatory Services

12:00-12:50 p.m. Lunch

1:00-2:20 p.m. Tax Strategies by Income Class

Eric Wiegand, CFP
Wealth Advisor, BB&T Wealth

2:30-3:20 p.m. R&D Credit

Colleen Krcelich, CPA
Accountant, Werner & Co.

3:30-4:20 p.m. Private Foundations and Other Charitable Strategies –

Noel Fleming
Partner, Conley Fleming LLP

4:30-4:50 p.m. Gifts and Bequests

Patti Price
Director of Planned Giving, Moravian College

Registration

PICPA Member: $250
Nonmember: $250

More Information

Course No. 10271701

Level: Social

Notes

Lehigh University CPE License Number: PX001199L

Speaker(s)

Robert Buck

Shareholder
Buckno Lisicky & Company

John Gimigliano

KPMG LLP

Eric Wiegand

Truist Institutional Investment Advisors

Noel Fleming

Partner
Conley Fleming LLP

Colleen Krcelich

Professor
Pennsylvania State University - Lehigh Valley