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47th Annual Western Pennsylvania Tax Conference

Jan 10
7:15 a.m. - 4:25 p.m.

DoubleTree by Hilton Pittsburgh Cranberry
Mars - Map

8-Tax
CPE Credits

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


8:15 a.m. Welcome and Introduction


8:20 a.m. Washington Update

• 2019 federal legislative tax achievements and/or failures 
• Potential 2020 federal legislative activity
• Highlights of the Democratic presidential candidates' tax proposals
• The political and economic landscapes and how they may shape tax policy

Storme Sixeas
Senior Manager, Tax Policy Group
Deloitte Tax LLP


 9:10 a.m. Federal Business Tax Update

• Lessons leared from the Tax Cuts and Jobs Act (TCJA) 
• Choice of entity under tax reform
• Key tax rulings of 2019

Christopher S. McElroy, CPA, MST
Tax Shareholder
Schneider Downs & Company Inc.


 10:00 a.m. Refreshment Break


10:15 a.m. Bitcoin and Cryptocurrency

• The basics behind cryptocurrencies and blockchain technology 
• The different ways to transact in cryptocurrency
• How the IRS views cryptocurrency transactions
• Practical and emerging tax issues

Erica Wilson
Staff Attorney
Reed Smith


11:05 a.m. Internet Expense Deduction

• Prior to TCJA - Pre-2018
• After TCJA - Post-2017
• Planning
• Appendices

Tom Marchlen
Retired
Alcoa Inc.


11:55 a.m.  Lunch & Networking


12:45 p.m. Pennsylvania State & Local Tax Update

• The current Pennsylvania budget and upcoming budget
• Recent and recurring policies for various Pennsylvania taxes
• Recent court decisions, decisions from the Board of Finance and Revenue, and notices from the Department of Revenue

Jason C. Skrinak, CPA
SALT Practice Leader, Tax Services Group
RKL LLP 


1:35 p.m. 199A

• What you need to know when filing K-1s for 1120S or 1065 returns
• Review the steps to calculate the QBI deduction
• Scenarios and examples of QBI deduction on 1040s

Stanley A. Kleja, CPA
Bernice A. Schweiss LLC 


2:25 p.m. Snacks and Chats


2:40 p.m. Tax Engagement Letters

• Key engagement letter terms
• How do engagement letters help practitioners mitigate risks
• Other terms for consideration

Dianne S.Wainright, Esq.
Fifth Judicial District of Pennsylvania 


3:30 p.m. Individual Tax Update

• Changes for 2019 to Form 1040 and the new Form 1040-SR
• New Form W-4
• Sec. 461 Business Loss Limitations
• IRS guidance on reporting state and local tax refunds
• Treatment of charitable contribution deductions in exchange for state tax credits
• Maximizing interest and tax deductions through business use of home
• Planning for grouping of itemized deductions
• Safe harbor estimated tax payments
• Child and education tax credits
• Section 951A income reporting from flow-through entities

William M. Bodnar, CPA, MST
Tax Director
H2R CPA

Nathan A. DeFilippi, CPA
Senior Associate
H2R CPA


4:20 p.m. Closing Remarks


4:25 p.m. See You Next Year!

 

Thank you to our sponsors:

Wesbanco

 

 


Registration

PICPA Member: $189
Nonmember: $289

More Information

Course No. 406200 Level: Update

Speaker(s)

William Bodnar

Director

Kathy Sisler

Senior Tax Manager

Jason Skrinak

Founder

Christopher McElroy

Co-Managing Shareholder

Dianne Wainwright

Deputy Court Administrator-Civil Division

Stanley Kleja

Vice President

Nathan DeFilippi


Storme Sixeas


Erica Wilson