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Sales and Use Tax Update (Conference on Pennsylvania Taxes)

CPE

CPE Credits
1-Tax

Details

 Pricing

PICPA Member: $29 | Nonmember: $39


 More Information

Course No.
ON-DEMAND
Level
Update
Prerequisites
None
Note

You will have up to 90 days after the date of purchase to complete the course and take the exam.

Description

If you attended Conference on Pennsylvania Taxes on July 20,23, or 24, 2018 this course would be considered a duplicate and cannot be used towards your CPE requirement.

Time to kill? Earn CPE!

Hear Gerard “Jerry” Glynn, CPA and Matthew D. Melinson, CPA, MT, CPA speak about the following:

  • South Dakota v. Wayfair Inc. - decision and implications
  • Recent statutory changes
  • Recent guidance from the Pennsylvania DOR
  • Recent court decisions
  • Audit and appeals issues and hot topics

 



Speaker(s)

Matthew D. Melinson, CPA, MT
Partner – State and Local Tax
Grant Thornton LLP

Based in Philadelphia, PA, Matthew is responsible for all aspects of multistate tax consulting, planning, and compliance within Grant Thornton. He is the SALT practice leader of Grant Thornton’s Northeast Region (which includes the New York, Boston, Philadelphia and New Jersey areas). Prior to Grant Thornton’s acquisition of LECG SMART’s State and Local Tax practice, Matthew led LECG SMART’s national State and Local Tax practice, which included over 50 income/franchise, sales/use, and real/personal property tax professionals based in various locations including the Atlanta, GA, Chicago, IL and Philadelphia, PA markets. Services personally performed by Matthew include nexus studies, unitary analyses, controversy/audit representation, tax compliance review, voluntary disclosures/amnesty participation, as well as consulting related to credits and incentives and payroll taxes. Prior to joining LECG in 2006, Matthew spent approximately 10 years in the State and Local Tax Department of the Philadelphia office of PricewaterhouseCoopers LLP.

Jerry Glynn, CPA
Managing Director, Indirect Tax
Grant Thorton

Jerry has 25-plus years of diversified SALT experience primarily focused in sales/use and income/franchise taxes.  Jerry’s client service experience includes multi-state transactional advisory services, audit defense and appeals, tax overpayment reviews, sales and use tax compliance services, sales and use tax technology implementations, compliance process diagnostic review and remediation services.
He has served clients in various industry sectors including manufacturing, pharmaceutical, healthcare, energy, retailing and developing technologies. Jerry is also recognized as a firm multi-state subject matter expert on “Cloud” sales and use tax issues, having assisted various technology clients with categorizing their products, sourcing of sales and administration of applicable state and local taxes.  Outside of his years in public accounting, Jerry spent five years in the oil and gas industry at Sunoco’s tax department, primarily responsible for state and local income/franchise tax planning, controversy and compliance matters.

Jerry graduated from Saint Joseph’s University with a BS in accounting, and from Philadelphia University with a Masters in Taxation. Jerry is a licensed CPA (Pennsylvania) and is a member of the AICPA, the Pennsylvania Institute of Certified Public Accountants and the Institute for Professionals in Taxation.
Presentations & publications
Jerry has been a frequent speaker at various external tax seminars and internally at Grant Thornton.


 


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