South Central Chapter Annual Tax Conference

Dec 7
7:45 - 4:00 p.m.

Hershey Lodge
Hershey - Map

8-Tax
CPE Credits

Receive an update on tax requirements and opputunities for your clients or company.

 7:30 a.m. Registration and Continental Breakfast


 7:45 a.m. Welcome & Introduction


 8:00 a.m. Pennsylvania Tax Update

• Hot topics in Pennsylvania
• Appeal procedure
• Current court cases

Harvey Danowitz, CPA
Accountant
Barbush Hoffman Short LLC


 8:50 a.m.  Pass Through Entities and the Tax Cuts and Jobs Act

• Tax rate changes
• The new deduction for Pass-Through Business Income
• Interest and loss limitations
• Carried interests
• Entity choice implications

Scott Somerville, CPA
Senior Tax Advisor
SB & Company LLC

R. Daniel Gartrell, CPA, Esq.
Senior Tax Manager
SB & Company LLC


 9:40 a.m. Take a Breather


 9:55 a.m. Taxation of Cryptocurrency

• Crypto Basics
• Income Tax Implications and Challenges
• Estate Planning Considerations
• Special Challenges and Opportunities

Matthew Costa, CPA, CFP®, MAcc 
Principal
RCN & Associates, LLC


 10:45 a.m.  The Qualified Business Income Deduction: A Gold Mine or a Mine Field

• Genesis
• Statutory provisions
• Proposed treasury regulations
• Additional guidance

Robert Freedenberg, BBA, JD, LLM
Senior Attorney
SkarlatosZonarich LLC


 11:35 a.m. Lunch


 12:25 p.m. Estate and Gift Tax Update

• Federal estate tax updates
• Pennsylvania inheritance tax updates (Sch AU/C-SB)
• Income taxation of trusts and estates

Neil W. Yahn, JD, LLM
Partner, James Smith Dietterick & Connelly LLP
Adjunct Professor of Accounting, Villanova University


 1:15 p.m. Pennsylvania Department of Revenue Update

• General DOR updates
• Market place sales
• Tax system modernization updates

John Kaschak, CPA, CGMA, CISA, GGAP, CGFM
Executive Deputy Secretary for Taxation
Pennsylvania Department of Revenue


 2:05 p.m. Snacks & Chats


 2:20 p.m. Tax Cuts and Jobs Act - General Update

• Tax and economic environment
• TCJA Update
• IRS Update

Edward R. Jenkins Jr., CPA, CGMA
Pennsylvania State University
Boyer & Ritter LLC


3:10 p.m. Wayfair and the Future of Sales Tax Nexus

• Analyze the decision of the United States Supreme Court in Wayfair
• Explore the seismic shift in state sales tax nexus
• Discuss the impact on businesses.

Randy L. Varner, JD
Chair – State & Local Tax Group
McNees Wallace & Nurick LLC


 4:00 p.m. See You Next Year


Registration

PICPA Member: $175
Nonmember: $275

More Information

Course No. 593200

Level: Update

Prerequisites:

  • You will receive your course materials one week prior to the course start date. Please download them prior to your arrival at the course.

Speaker(s)

Matthew Costa

Principal
RCN & Associates LLC

Harvey Danowitz


Robert Freedenberg

SkarlatosZonarich LLC

R. Daniel Gartrell

Senior Tax Manager
SB & Company LLC

Edward Jenkins

Managing Member
Jenkins & Co., LLC

John Kaschak

Executive Deputy Secretary
Pennsylvania Department of Revenue - Executive Office

Scott Somerville

Senior Tax Advisor
SB & Company LLC

Randy Varner

McNees Wallace & Nurick LLC

Neil Yahn

Partner
James, Smith, Dietterick & Connelly, LLP