Receive an update on tax requirements and opputunities for your clients or company.
7:30 a.m. Registration and Continental Breakfast
7:45 a.m. Welcome & Introduction
8:00 a.m. Pennsylvania Tax Update
• Hot topics in Pennsylvania
• Appeal
procedure
• Current court cases
Harvey Danowitz, CPA
Accountant
Barbush Hoffman Short LLC
8:50 a.m. Pass Through Entities and the Tax Cuts and Jobs Act
• Tax rate changes
• The new deduction for Pass-Through Business
Income
• Interest and loss limitations
• Carried
interests
• Entity choice implications
Scott Somerville, CPA
Senior Tax Advisor
SB & Company LLC
R. Daniel Gartrell, CPA, Esq.
Senior Tax Manager
SB & Company
LLC
9:40 a.m. Take a Breather
9:55 a.m. Taxation of Cryptocurrency
• Crypto Basics
• Income Tax Implications and
Challenges
• Estate Planning Considerations
• Special Challenges
and Opportunities
Matthew Costa, CPA, CFP®, MAcc
Principal
RCN & Associates,
LLC
10:45 a.m. The Qualified Business Income Deduction: A Gold Mine or a Mine Field
• Genesis
• Statutory provisions
• Proposed treasury
regulations
• Additional guidance
Robert Freedenberg, BBA, JD, LLM
Senior Attorney
SkarlatosZonarich
LLC
11:35 a.m. Lunch
12:25 p.m. Estate and Gift Tax Update
• Federal estate tax updates
• Pennsylvania inheritance tax
updates (Sch AU/C-SB)
• Income taxation of trusts and estates
Neil W. Yahn, JD, LLM
Partner, James Smith Dietterick & Connelly
LLP
Adjunct Professor of Accounting, Villanova University
1:15 p.m. Pennsylvania Department of Revenue Update
• General DOR updates
• Market place sales
• Tax system
modernization updates
John Kaschak, CPA, CGMA, CISA, GGAP, CGFM
Executive Deputy Secretary for
Taxation
Pennsylvania Department of Revenue
2:05 p.m. Snacks & Chats
2:20 p.m. Tax Cuts and Jobs Act - General Update
• Tax and economic environment
• TCJA Update
• IRS
Update
Edward R. Jenkins Jr., CPA, CGMA
Pennsylvania State University
Boyer
& Ritter LLC
3:10 p.m. Wayfair and the Future of Sales Tax Nexus
• Analyze the decision of the United States Supreme Court in
Wayfair
• Explore the seismic shift in state sales tax
nexus
• Discuss the impact on businesses.
Randy L. Varner, JD
Chair – State & Local Tax Group
McNees Wallace
& Nurick LLC
4:00 p.m. See You Next Year
PICPA Member: $175
Nonmember: $275
Course No. 593200
Level: Update
Prerequisites: