South Central Chapter Annual Tax Conference

When
Dec. 15
7:30 a.m. - 4:00 p.m.

Where
Hershey Lodge
Hershey - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $175 | Nonmember: $275

CLE Credit Add-On: $50


 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.

Description

 

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

Topics Include:

  • Pennsylvania State Tax Update
  • Local Tax Update 
  • SALT Update
  • Department of Revenue Updates
  • Pass Through Entity Tax Updates
  • International Taxation
  • Personal Income Tax and Local Tax Specific Issues and Updates


Speaker(s)

James M. Brower Jr., CPA, MST
Partner
Marks Paneth LLP

Jay Brower, CPA, is a Partner of corporate and individual tax compliance and research services at Marks Paneth, LLP. He has more than 20 years of professional experience at the federal, state, and local levels.

Mr. Brower's duties also include the development of tax planning and implementation strategies, as well as education and development of the firm's professionals. Mr. Brower provides tax planning and compliance services to clients in the manufacturing, commercial fishing, telecommunications, professional services, retail and transportation industries. Mr. Brower was recognized by the Pennsylvania Institute of Certified Public Accountants as one of the “40 Under 40: PICPA Members to Watch.”

Mr. Brower received a Bachelor of Science in Accounting from Widener University in 1991, and a Master of Science in Taxation from Widener University in 1997. He is a member of the American and Pennsylvania Institutes of Certified Public Accountants and the tax division of the AICPA. He presently serves on the PICPA's Federal Tax, State Tax, Philadelphia Local & Legislative Tax, and Greater Philadelphia Executive committees. He is a past President and former Secretary and Treasurer of the Greater Philadelphia Chapter of the PICPA.

Mr. Brower is a frequent speaker on subjects concerning federal and state tax issues including electronic filing, the domestic production activities deduction, state and local income taxes and ASC 740/Fin 48.

November 2016

David A. Caplan, CPA, MBA

David A. Caplan has been a sole practitioner since purchasing an accounting practice in 1992.  His client base and services offered are diverse, encompassing everything from tax returns to financial statements, investment advice and management consulting.  Over the years, Caplan’s client base has grown from approximately 50 individuals and 12 companies to 450 individuals and 50 companies.  He is a member of the Local Tax Committee of the Greater Philadelphia chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA), and the PICPA State Tax Committee, as well as the Chairman of PICPA’s Earned Income Tax Task Force.

Caplan is a strong advocate for tax reform, and in 2012, he was presented with the Champion Award from the Greater Philadelphia chapter of PICPA for his continuing effort to simplify local taxes in Pennsylvania.  He was also named Best Accountant by Philadelphia Magazine in its 2012 “Best of Philly” issue and was a finalist for the Centers of Influence award from SmartCEO Magazine in 2016.  He is a former Chairman of the Montgomery County Tax Collection Committee, which is responsible for choosing a tax collector for earned income tax (EIT) for the county, and was instrumental in the passage and implementation of Act 32, the most recent EIT legislation.  From 2005 to 2012, Caplan was the Treasurer for his state representative’s re-election campaign.  He is also a member of the American Institute of Certified Public Accountants.

Caplan graduated from Lehigh University in 1978 with a B.S., Accounting and a minor in International Relations.  In 1980, he earned his CPA certification and in 1987, he received an MBA in Finance from Temple University.  Caplan began his accounting career at Laventhol & Horwath, in Philadelphia, and in 1981, he joined the staff at Nutri/System, Inc. as a senior accountant in the weight-loss division.  He was subsequently promoted to the corporate division and his responsibilities expanded to include acting as a liaison for a major computer conversion, playing a key role with the company's quarterly and annual SEC filings, and managing the company's international division.  In later years, Caplan’s work responsibilities shifted to financial analysis and food marketing.  He also served as controller for two companies, Omnia Capital, an equipment-leasing company, and Puratos Corporation, a Belgian maker of bakery ingredients.

A resident of the Philadelphia area all his life, Caplan currently lives in Lafayette Hill, Pennsylvania.  He has three sons, Daniel, Robert, and Kevin.

Fall 2016

Harvey Danowitz, CPA
Accountant
Trout Ebersole & Groff LLP

Harvey Danowitz, CPA, with Trout, Ebersole & Groff, L.L.P., is a graduate of The University of Toledo (B.B.A.) and a member of the Pennsylvania Institute of Certified Public Accountants and American Institute of Certified Public Accountants. He is past Chairman for the Pennsylvania State Tax Conference for the PICPA and continues to lecture at this conference. He also serves the PICPA as a member of the State Taxation Committee, Multistate Tax Conference Committee, Legislation Committee and the Advisory Committee to the Department of Revenue.  He lectures frequently for state and regional organizations.


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