Southwestern Chapter 25th Annual Tax Conference

Join the Southwestern Chapter for a day filled with compelling tax discussions. Topics include the R&D Tax Credit, the tax implications of cryptocurrency, a state and local tax update, and more.

Schedule

7:30 a.m. Breakfast and Check-in

7:55 a.m. Welcome and Introduction

8:00 a.m. Healthcare in Retirement
In this session, participants will gain insight into healthcare costs, take a deep look into Medicare and learn what it covers and what it costs, and develop an outline with a four-step process for creating a healthcare plan.

Anthony Mastro
Wealth Management Advisor, Northwestern Mutual - Pittsburgh

9:40 a.m. Take a breather

9:55 a.m. State and Local Tax Update
• Pennsylvania personal income tax
• Topics of current interest
• Pennsylvania corporation taxes
• Sales and use tax
• Local tax

Charles L. Potter Jr., CPA, JD
Attorney, Tucker Arensberg

11:35 a.m. Lunch

12:25 p.m. The R&D Tax Credit: An Essential Tax Savings Tool for your Clients

Under the 2017 Tax Credits and Jobs Act, many of the credits and incentives that businesses had relied on were eliminated and/or had their value diminished.

As taxpayers and tax preparers alike work to understand the impact of this legislation, they will likely find themselves looking toward the research credit as one of the primary, permanent tax planning tools still available. In this 100-minute session presented by Tax Credits Group, attendees will have an opportunity to learn about what the credit it, how it works, and how to recognize clients who might be eligible to claim it. They’ll also be presented with real-world case study examples which will help them to understand the potential opportunity of benefit a client might receive and will have the opportunity to address questions through a live Q&A session.

Michael Krajcer, JD, CPA
President, Tax Credits Group

Bethany Jones-Worner
Managing Director, Tax Credits Group

2:05 p.m. Snacks and Chats

2:20 p.m. Cryptocurrency Trends and Taxes

Our goal is for tax professionals to be able to carry on a cursory conversation about cryptocurrency with their clients without feeling overwhelmed. In this basic-level presentation we will introduce attendees to the key concepts and vocabulary necessary to discuss cryptocurrencies and how they are taxed.
• Understand Why Cryptocurrencies have Value
• Decode Blockchain Technology
• Discuss the Governance of Crypto-coins/-tokens
• Explain How Mining Works
• Differentiate Between On-chain, Wallets, and Exchange Transactions

Jared Zemp
Executive Vice President of Revenue and Investor Relations, ProfitStance

4:00 p.m. See you next year