Practice Before the Revamped Pennsylvania Board of Finance and Revenue

CPE

CPE Credits
1-Tax

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None

Description

If you attended the Practice Before the Revamped Pennsylvania Board of Finance and Revenue webinar on July 17, 2014, this course is considered a duplicate. The State Board of Accountancy will not accept credits for the same course twice. 

Hear Thomas Bowen, Esq., CPA, R. Scott Shearer, Esq., Jason Skrinak, CPA, and John Van Allen, Esq., cover the following:

Hear an explanation of the composition and procedures of the newly revamped Board of Finance and Revenue, and get introduced to the rules governing practice before the new Board.

Bring this course on vacation! Learn about:

  • Procedural changes from the prior BF&R
  • New roles of the Department of Revenue and the Board’s staff attorneys in BF&R practice the hearing process, the rules of evidence, the briefing process, and the changed nature of BF&R decisions and orders
  • Expectations for the new Board in disposing of tax appeals more efficiently
  • Opportunities for attorneys and CPAs to collaborate in representing clients before the Board


Speaker(s)

JASON C SKRINAK

FIRM POSITION
Jason is the Leader of RKL’s State and Local Taxes (SALT) Practice. With nearly 20 years experience in public accounting, he is highly regarded throughout the region for his deep knowledge and expertise in SALT consulting. In his role at RKL, Jason is responsible for overseeing the growth and development of the firm’s SALT practice, helping identify tax-savings opportunities, ensuring compliance and representing taxpayers in tax controversies.

Jason has significant experience representing taxpayers before Pennsylvania’s Board of Appeals and the Board of Finance and Revenue. In addition, Jason has testified before the PA Senate Finance Committee on topics including state tax reform.

PROFESSIONAL & BUSINESS HISTORY
Jason joined the firm in 2015. Prior to joining RKL, Jason was a Principal and State and Local Tax Practice Leader for a regional firm. In addition, he brings more than 11 years experience as a SALT professional with a “Big Four” firm with an office in Harrisburg.

EDUCATION
B.S. Accounting, Villanova University

PROFESSIONAL ACTIVITIES & MEMBERSHIPS

  • American Institute of Certified Public Accountants (AICPA), Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA), Member
  • PICPA’s State and Local Tax Committee, Member and Former Chair
  • PICPA’s Conference of Pennsylvania Taxes, Chair
  • PICPA’s Fiscal Responsibility Committee and PICPA Legislation Committee, Member
  • Theatre Harrisburg, Treasurer
  • Board of Auditors, Lower Paxton Township, Member

AWARDS & RECOGNITION

  • Leadership Harrisburg Area, Graduate
  • PICPA 40 Under 40, Class of 2009
  • PICPA South Central Chapter’s 2013 Volunteer Service Award

PERSONAL
Jason resides in Lower Paxton Township with his wife and two children and enjoys attending sporting events, golfing and spending time with his family.

THOUGHT LEADERSHIP

Quoted in Feb. 9, 2016, Central Penn Business Journal story, ‘You have to run with what you have’: Pa. budget uncertainty makes it hard for businesses to plan ahead for tax obligations

R. Scott Shearer, JD, LLM
Member
Board of Finance and Revenue

R. Scott Shearer has a B.S. in Chemical Engineering from Lehigh University.  He received his law degree (J.D.) from Dickinson School of Law and an LLM in Taxation from Georgetown University Law Center.  He is admitted to practice before the PA Supreme Court, US Supreme Court and various other federal courts.  He began his career as a Deputy Attorney General with the Tax Litigation Unit of the PA Department of Justice and thereafter was a partner in various law firms including Shearer Mette Evans & Woodside; Eckert Seamans Cherin & Mellott, LLC; and Keefer Wood Allen & Rahal, LLP with his practice concentrated in PA state tax matters on behalf of businesses and individuals involving a broad range of state taxes.  In May 2015, after having been nominated by the Governor and subsequently confirmed by the Senate, he was sworn in as a Member of the Board of Finance and Revenue for an initial four-year term.

Nov 2016

Thomas A. Bowen
Director of State & Local Tax
Stevens & Lee PC

Thomas A. Bowen has been with Stevens & Lee for nine years and concentrates his practice in state and local taxes, unclaimed property and economic development incentives. In the tax area, his focus is on controversies, planning and policy. He has assisted numerous tax-exempt organizations on various state and local tax issues, including Pennsylvania real estate and sales tax exemption consultation and litigation. A Certified Public Accountant and a lawyer, Mr. Bowen spent seven years with Ernst & Young, LLP, four years as one of its Mid-Atlantic Area State & Local Tax leaders and three years in its Oklahoma City Office where his practice included all aspects of oil and gas taxation. Between his stints with Ernst & Young, he was in-house state & local tax counsel to AMP Incorporated (now TE Connectivity), a Pennsylvania-based Fortune 300 company for over 15 years.


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