Reading Chapter Tax Conference

Dec. 8
7:45 a.m. - 4:00 p.m.

DoubleTree by Hilton Reading
Reading - Map it

CPE Credits



PICPA Member: $160 | Nonmember: $260

CLE Credit Add-On: $50

 More Information

Course No.



Untitled Document

7:30 a.m. Registration and Continental Breakfast

7:50 a.m. Opening Remarks

8:00 a.m. Gift and Estate Tax Update and Compliance, Including Tax Implications of Healthcare Reform

William A. Morgan, CPA/PFS
Wealth Advisor
Buckingham Strategic Wealth

G.Scott Myers, CPA, CSEP

9:15 a.m. Individual Tax Update

Anthony P. Curatola, PhD
Joseph F. Ford Professor of Accounting
Drexel University - LeBow College of Business

10:05 a.m. Take a Breather

10:20 a.m. State & Local Tax Update

Barry D. Groebel, CPA
Herbein + Company, Inc.

Frank J. Tobias, CGFM

11:35 a.m. Lunch

12:15 p.m. Social Security Numbers and Medicare – Rules, Regulations and Benefits

Stanley Fromuth
Social Security Retirement Consultants

1:30 p.m. Not-for-Profit Compliance and Penalties, Including Private Foundations

Stephanie E. Kane, CPA
Supervisor, Tax Services Group

2:20 p.m. Snacks and Chats

2:35 p.m. Federal Business Tax, Economic Update and Related Implications on Status of Tax Reform

Robert E. Duquette, CPA
Professor of Practice
Lehigh University College of Business

3:50 p.m. Closing Remarks

4:00 See You Next Year
Thank you to our sponsor:


Robert E. Duquette, CPA, MBA
Adjunct Lecturer- Lehigh University
(Ret.) Tax Partner - Ernst & Young LLP

Recent Employment
Lehigh University, August 2009-Present:  Adjunct Lecturer--Fundamentals of Federal Income Taxation, Applied Federal Income Taxation,   Financial Reporting for MBAs, and Introduction to Financial Accounting
Ernst & Young LLP, 1981 through retirement in 2009: Most recently as Transactions Tax Practice Leader for Philadelphia Area since 2004,  and  prior to that as Director of Tax –Central Pennsylvania,  1990 – 2004  with consistent annual  No. 1 ranking in East region for overall performance

Recent Public Professional Presentations
Most Recent Public Presentations to Peer Groups on : “The Federal Deficit and Implications on Future Tax Policy: Misconceptions, Confusion, and Facts” and annual updates:
June 21, 2011 to Tax Executives Institute of Central Pennsylvania
December 8, 2011 and December 9, 2010 to Berks County PICPA and Bar Association Annual Tax Forums
October 14, 2011 and October 10, 2010 to Lehigh University sponsored Annual Tax Forums for the Lehigh Valley Chapter of the PICPA
Ernst & Young University (EYU) and Regional Tax Instructor on a variety of specialty tax topics during the period 1990-2009, as well as various PICPA chapters annual tax forums

Professional Affiliations and Community Involvement
American Institute of Certified Public Accountants: Active member 1977 to present; former National Council Board Member 1996 – 1997
Pennsylvania Institute of Certified Public Accountants: Active member 1981 to present; active membership on Federal Tax Committee and Chairman of  Federal Deficit & Tax Reform Sub-Committee and also Current Member and Past Chairman of Berks County Federal Tax Committee
Institute of Management Accounting  1984 to 1986: Member 1976-1997; former President of Berks County Chapter;  representative to the Mid-Atlantic Council, and past National Board member
Berks County Chamber of Commerce- Board of Directors 1994-1997 and Chairman of its Tax Committee  
Assistant Boy Scout Scoutmaster, Troop 437, Wyomissing, Pa, 1996 – 2004

Published Articles
“VEBAs:  An Old Idea Makes a Comeback,” Management Accounting, December 1992 (Co-authored with Scott Balestrier)
Federal Tax Reform and Tax Planning for Small Business, Pennsylvania CPA Journal, and Berks County Chamber of Commerce Monthly Newsletter articles, 1992 – 1997
“CPAs, CEOs Survey on Income Tax Reform,” Lincoln Institute Sindlinger  Economic Report, Winter 1997

Acknowledgements  of  Review
“Taxation of Individuals and Business Entities 2012 Ed.”, Spilker, McGraw Hill

Barry D. Groebel, CPA
Herbein + Company Inc.

Barry Groebel began his career with one of the nation’s largest accounting firms. Prior to joining Herbein + Company, He gained important accounting and tax experience with a Fortune 500 corporation and other accounting firms. Barry joined Herbein + Company in 1992 and became Partner in 2000. Barry manages tax compliance and transactional tax planning services delivered to many of the firm’s clients in a broad range of industries. Barry is the tax partner on many of the firm’s major clients.