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.
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
PICPA Member: $250
Nonmember: $250
Course No. 10271701
Level: Social
Notes
Lehigh University CPE License Number: PX001199L