Greater Philadelphia Chapter Annual Tax Conference - Day One Only

7:30 a.m. Breakfast and Check-in

 8:00 a.m. Welcome and Introduction

8:10 a.m. Professional Issues Update
Michael D. Colgan, CAE
CEO & Executive Director
PICPA
(1-Other)

9:00 a.m. Employer Retirement Plan Issues and How to Avoid Them
Robert A. Lavenberg, CPA
President
ERISAworks LLC
(1-Tax)

9:50 a.m. Take a Breather

10:05 a.m.  Partnership Audit Rules

• Basic approaches the IRS will take to process partnership audit adjustments
• Audit adjustments exploring recent developments to the new rule

Nathan T. Smith, CPA
Director, National Tax Office
CBIZ & Mayer Hoffman McCann P.C.

 (1-Tax)

 10:55 a.m. IRS Procedures/Special Programs

• IRS Strategy for Administering the Tax Cuts and Jobs Act (TCJA)
• IRS “Protect Yourself, Protect Your Client” Data Security Campaign
• Effectively Using the Practitioner Priority Service

Richard G. Furlong Jr.
Senior Stakeholder Liaison
Internal Revenue Service

 (1-Tax)

 11:45 a.m. Lunch Break

 12:35 p.m.  State and Local Tax Update
James M. Brower Jr., CPA, MST
Partner
Marks Paneth LLP

Frank P. Czekay, CPA, JD, LLM
Firm Director, State and Local Tax Services
Baker Tilly Virchow Krause, LLP
 (2-Tax)

 2:15 p.m. Snacks and Chats

2:30 p.m. Update from City of Philadelphia

• Administrative updates
• Technical updates

Kathleen McColgan
Deputy Revenue Commissioner of Taxes & Fees
Department of Revenue, City of Philadelphia

Joe Procopio
Manager, Technical Staff
Department of Revenue, City of Philadelphia

Noreen Skirkie
Revenue Accounting Manager
Department of Revenue, City of Philadelphia

(2-Tax)

4:10 p.m. See you tomorrow