7:30 a.m. Registration and Continental Breakfast
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. A Survey of Muli- State Issues: How States are Adapting
Bryanna Fredericks, CPA
Herbein + Company, Inc.
Christel Wenrich, CPA
Herbein + Company, Inc.
10:05 a.m. Take a Breather
10:20 a.m. Business Taxes- Tax Reform Update & First Year Issues
Kyle Weller, CPA
Manager, Tax Services Group
RKL
LLP
Michael R. DePaul Jr., Esq.
Partner, Tax Services
Group
RKL LLP
11:10 a.m. Legacy Planning Strategies
Andrew Vu
Financial Services Associate
Prudential
Advisors
Stephen Gilbert, CFP, CLU, ChFC
Director,
Advanced Planning Group
Prudential Annuities
Brian Keating,
CMFC, CRPC
Regional Vice President
Prudential Annuities
12:25 a.m. Lunch
1:15 p.m. Social Security Retirement Benefits
Stanley Fromuth
Consultant
Social Security Retirement
Consultants
Joseph Olenski
Owner
Social Security
Retirement Consultants
2:05 p.m. Snacks & Chats
2:20 p.m. Tax Reform- What it Promised vs Results to Date and the 2020 Election Tax Policy Debate
Robert E. Duquette, CPA
Professor of Practice
College of
Business and Economics, Lehigh University
4:00 p.m. See You Next Year
PICPA Member: $160
Nonmember: $260
Course No. 533400
Level: Update