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Federal and Business Tax Update and Tax Reform Webinar

CPE

When
Jan. 15
8:30 a.m. - 12:05 p.m.

CPE Credits
4-Tax

Details

 Pricing

PICPA Member: $79 | Nonmember: $179


 More Information

Course No.
780500
Level
Basic

Description

 

Join us for our annual Reading Tax Conference. This year's webcast will be a review of current year updates relating to Individual and business taxes;  Planning opportunities with Social Security and a deeper dive into the potential for Tax Reform coupled with the increased national debt burden.

Highlights

Agenda:

  • 8:30 a.m. Welcome
  • 8:35 a.m. Individual Federal Tax Update
  • 9:25 a.m. Business Tax Update
  • 10:15 a.m. Break
  • 10:25 a.m. Post Election Tax Reform and the Nation
  • 12:05 p.m. See you next year!


Speaker(s)

Curatola’s area of research interest includes federal and state income tax policy, fringe benefits taxation, retirement income and women and retirement income taxation. He has authored more than 90 articles that have appeared in journals such as The Tax Adviser, Canadian Accounting Perspectives, Journal of Pension Planning and Compliance, Advances in Accounting Behavioral Research and Tax Notes. His findings also have appeared in media such as Forbes, Washington Post, Money Magazine, Wall Street Journal and The New York Times. He has chaired and served on the Tax Policy Research Oversight committee for the American Taxation Association.

Weller assists corporations, partnership and individuals with tax planning and compliance. He belongs to the American Institute of Certified Public Accountants (AICPA) and the Pennsylvania Institute of Certified Public Accountants (PICPA). Weller is a 2014 graduate of the Leadership Berks at Alvernia University program. He sits on the Tri Valley YMCA Board of Directors and belongs to the Greater Reading Young Professionals.

Robert E. Duquette, CPA, MBA
Adjunct Lecturer- Lehigh University
(Ret.) Tax Partner - Ernst & Young LLP

Recent Employment
Lehigh University, August 2009-Present:  Adjunct Lecturer--Fundamentals of Federal Income Taxation, Applied Federal Income Taxation,   Financial Reporting for MBAs, and Introduction to Financial Accounting
Ernst & Young LLP, 1981 through retirement in 2009: Most recently as Transactions Tax Practice Leader for Philadelphia Area since 2004,  and  prior to that as Director of Tax –Central Pennsylvania,  1990 – 2004  with consistent annual  No. 1 ranking in East region for overall performance

Recent Public Professional Presentations
Most Recent Public Presentations to Peer Groups on : “The Federal Deficit and Implications on Future Tax Policy: Misconceptions, Confusion, and Facts” and annual updates:
June 21, 2011 to Tax Executives Institute of Central Pennsylvania
December 8, 2011 and December 9, 2010 to Berks County PICPA and Bar Association Annual Tax Forums
October 14, 2011 and October 10, 2010 to Lehigh University sponsored Annual Tax Forums for the Lehigh Valley Chapter of the PICPA
Ernst & Young University (EYU) and Regional Tax Instructor on a variety of specialty tax topics during the period 1990-2009, as well as various PICPA chapters annual tax forums

Professional Affiliations and Community Involvement
American Institute of Certified Public Accountants: Active member 1977 to present; former National Council Board Member 1996 – 1997
Pennsylvania Institute of Certified Public Accountants: Active member 1981 to present; active membership on Federal Tax Committee and Chairman of  Federal Deficit & Tax Reform Sub-Committee and also Current Member and Past Chairman of Berks County Federal Tax Committee
Institute of Management Accounting  1984 to 1986: Member 1976-1997; former President of Berks County Chapter;  representative to the Mid-Atlantic Council, and past National Board member
Berks County Chamber of Commerce- Board of Directors 1994-1997 and Chairman of its Tax Committee  
Assistant Boy Scout Scoutmaster, Troop 437, Wyomissing, Pa, 1996 – 2004

Published Articles
“VEBAs:  An Old Idea Makes a Comeback,” Management Accounting, December 1992 (Co-authored with Scott Balestrier)
Federal Tax Reform and Tax Planning for Small Business, Pennsylvania CPA Journal, and Berks County Chamber of Commerce Monthly Newsletter articles, 1992 – 1997
“CPAs, CEOs Survey on Income Tax Reform,” Lincoln Institute Sindlinger  Economic Report, Winter 1997

Acknowledgements  of  Review
“Taxation of Individuals and Business Entities 2012 Ed.”, Spilker et.al., McGraw Hill

Peiffer is the Manager of the Tax Services Group at RKL LLP. He is a graduate of Albright College.


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