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Reading Chapter Tax Conference

When
Dec. 13
8:00 a.m. - 4:00 p.m.

Where
DoubleTree by Hilton Reading
Reading - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $160 | Nonmember: $260

CLE Credit Add-On: $50


 More Information

Course No.
533400
Level
Update

Description

 

Untitled Document

7:30 a.m. Registration and Continental Breakfast


7:50 a.m. Opening Remarks

8:00 a.m. Individual Federal Tax Reform including Gift and Estate Tax

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


9:15 a.m. Tax Cuts & Jobs Act: Nonprofit Industry Impact


Ruthann J. Woll, CPA
Principal, Tax Services Group
RKL LLP


10:05 a.m. Take a Breather


10:20 a.m. Business Federal Tax Update

Elizabeth F. Hassler, CPA
Tax Senior Manager
Herbein + Company, Inc.



11:10 a.m.
Pennsylvania State Tax Update

Richard M. Botwright, JD, LLM
Of Counsel
Stevens & Lee

12:25 p.m. Lunch


1:15 p.m. Social Security Update

Stanley Fromuth
Consultant
Social Security Retirement Consultants

Joseph Olenski
Owner
Social Security Retirement Consultants

 
2:30 p.m. Snacks and Chats

 
2:45 p.m. Choice of Entity Post Tax Reform

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

Harry T. Lamb, JD, LLM
Of Counsel
Stevens & Lee


 
4:00 See You Next Year
 
Thank you to our co-sponsor:
IMA
 
IMA members: Please call 888-272-2001 to register at the PICPA Member Rate


Speaker(s)

Elizabeth Hassler, CPA
Senior Manager
Herbein + Company, Inc.

Elizabeth has more than 15 years of experience in public accounting. Her areas of expertise include closely held corporations, partnerships, and high net worth individuals. She provides service to clients in a variety of service areas including manufacturing, distribution, and technology.  Elizabeth is a current participant in Leadership Berks, a community program designed to identify emerging and current leaders and train them about good governance practices, provide issues-based community orientation, and engage them as community leaders on local not-for-profit boards and committees.

Experience
Works with clients in various industries to provide tax compliance services

Provides tax research and consultations on proposed transactions

Provides service to high net worth individual clients for personal income tax matters, including offering tax savings strategies

Professional Memberships
American Institute of Certified Public Accountants (AICPA) – Member
Pennsylvania Institute of Certified Public Accountants (PICPA) – Member
PICPA, Reading Chapter – Member

Practice Areas
Tax
Transactions
Tax Planning

Education and Certifications
Certified Public Accountant (CPA) - Commonwealth of Pennsylvania
Kutztown University - B.S. Degree

Harry T. Lamb
Of Cousel
Stevens & Lee PC

Harry T. Lamb is of Counsel to Stevens & Lee, P.C. He received his law degree from Syracuse University and his LL.M. in tax from New York University. He specializes in federal income tax with emphasis on partnerships and S corporations, like kind exchanges, bankruptcies and workouts, debt instruments, and equity compensation. He has lectured extensively on various federal income tax issues to business, legal and accounting groups.

Joe Olenski

Stan Fromuth and Joe Olenski worked for the Social Security Administration for over 38 years prior to retiring in 2014. They held several positions throughout their careers working in a number of SSA components including SSAs Program Service Center, Regional and Central offices. They have written regional and national policy. They were members of several national workgroups that examined and modified Social Security policies and procedures. Stan and Joe have received many awards and commendations throughout their careers recognizing their expertise in Social Security issues. They have been making presentations to the public on Social Security issues for the past 25 years.


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