Greater Philadelphia Chapter Annual Tax Conference - Day Two Only

 Wednesday, November 28

7:30 a.m. Breakfast and Check-in

 8:00 a.m. Welcome and Introduction

 8:10 a.m. Ethics Update: What Should I Look For?

James J. Newhard, CPA, CGMA
Proprietor, James J. Newhard CPA
Speaker, Loscalzo Associates
(1-Ethics)

 9:00 a.m. New Section 199A – Qualified Business Income Deduction

• Legislative intent and overview – Statute and guidance issued to date
• Definitions and limitations
• Examples of potential impact by industry
• Planning strategies and opportunities

William J. Stickney, CPA, MST
Tax Partner
Grant Thornton LLP

 (1-Tax)

 9:50 a.m. Take a Breather

10:05 a.m.  Individual and Business Tax Update

• IRS administrative issues, cases, special programs, procedures
• Updates on processes and the new Commissioner

Sean J. Brennan CPA, MBA
President & Founder
Brennan & Company CPA, PC

Damian M. Gaspari, CPA
Senior Tax Manager
CBIZ MHM LLC

(2-Tax)

 11:45 a.m. Lunch Break

12:35 p.m.  International Tax Compliance:  What Every Tax Practitioner Must Know

• Foreign bank account reporting (FBAR)
• Obligation to report gifts or bequests from foreign persons on Form 3520;
• Foreign trust reporting on Form 3520 and Form 3520-A;
• Voluntary disclosure options for non-compliant taxpayers
• IRS enforcement activity in the offshore area

Jed M. Silversmith, JD
Of Counsel
Blank Rome LLP

 (1-Tax)

1:25 p.m.  Protecting Assets for Medicaid

E. Garrett Gummer III, CELA
Gummer Elder Law

(1-Tax)

 2:15 p.m.  Snacks and Chats

2:30 p.m. Documentation Issues/Engagement Letters

Jonathan S. Ziss, JD
Partner
Goldberg Segalla

(1-Tax)

3:20 p.m.  Cybersecurity

Michael M. Nelson
Managing Partner
DFDR Consulting LLC
(1-Tax)

 4:10 p.m. See you next year