Pittsburgh Chapter 45th Annual Western Pennsylvania Tax Conference

When
Jan. 5
8:15 a.m. - 4:25 p.m.

Where
DoubleTree by Hilton Pittsburgh Cranberry
Mars - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $179 | Nonmember: $279

CLE Credit Add-On: $59


 More Information

Course No.
406200
Level
Update

Description

 

Untitled Document

7:30 a.m. Breakfast and Check-in


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8:15 a.m. Welcome and Introduction

Committee Chairs:
William J. Winter, CPA, MSA
Owner
Winter Accounting & Advising, LLC

Jim Hall
Tax Director
Evoqua Water Technologies, LLC


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8:20 a.m. New Information from Washington

Storme Sixeas
Tax Policy Professional
Deloitte Tax LLP

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9:10 a.m. Fundamentals of Trust Taxation

Melanie M. LaSota, CPA, JD
Director of Estate and Trust Tax Services
Schneider Downs & Co., Inc

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10:00 a.m. Refreshment Break


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10:15 a.m. What's New with Federal Business Tax ?

Kay L. Stonemetz, CPA, JD
Tax Partner
Deluzio & Company, LLP

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11:05 a.m. Cyberthreats to Tax Professionals and their Clients

David G. Ries, JD
Of Counsel
Clark Hill PLC

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11:55 a.m. Lunch and Networking


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12:45 p.m. Retirement Plan Options for Small Business Owners

Robert McNulty, CPC
Owner/Consultant
M2B Retirement Consulting LLC

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1:35 p.m. On the Horizon: State & Local Taxes

Jason C. Skrinak, CPA
Principal
Reinsel Kuntz Lesher LLP

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2:25 p.m. Refreshment Break

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2:40 p.m. State Tax Nexus Update

Louisa Matthews
Managing Director - Multistate Tax
Deloitte Tax LLP

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3:30 p.m. Individual Tax Update

Larry Blair, CPA, JD
Member
Metz Lewis Broadman Must O'Keefe LLC

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4:20 p.m. Closing Remarks

Will Winter and Jim Hall
Committee Chairs

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4:25 p.m. See You Next Year!

 



Speaker(s)

Larry, an attorney and Certified Public Accountant, practices tax, business, estate and financial planning law, providing counsel to corporate executives, high net worth individuals and businesses and their owners.

He has extensive experience in the complex tax and wealth preservation situations facing high net worth individuals who are corporate executives or business owners. He represents both individuals and businesses in a broad array of federal, state and local tax matters and provides advice and representation to clients in tax controversies with the Internal Revenue Service and state and local tax authorities.

Larry represents publicly held, middle-market and start-up companies on a variety of tax savings and business strategies. He has extensive experience in executive compensation and stock option planning, and has advised clients on corporate mergers, acquisitions, dispositions and redemptions. 

When it comes to estate and financial planning, Larry has broad experience in advising individuals, families and businesses on developing and implementing creative, tailored strategies designed to preserve wealth. Those planning strategies focus on business succession planning and passing wealth from one generation to the next. He also advises clients on the use of life insurance in estate and financial planning. He regularly consults with clients on retirement planning matters. Larry is also a frequent writer and accomplished speaker, presenting to diverse groups on various technical tax and business topics.