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49th Annual Western Pennsylvania Tax Conference

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

Where
DoubleTree by Hilton Pittsburgh Cranberry
Mars - Map it

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $189 | Nonmember: $289


 More Information

Course No.
406200
Level
Update
Prerequisites
None

Description

 

Highlights

Agenda

7:15 a.m. Registration and Continental Breakfast

8:15 a.m. Welcome and Introduction

8:20 a.m. Washington Update
Storme Sixeas
Senior Tax Policy Manager | Washington National Tax
Deloitte Tax LLP

9:10 a.m. Federal Business Tax Update
Kevin Wilkes, J.D.
Principal
Louis Plung & Company

10:00 a.m. Refreshment Break

10:15 a.m. Cryptocurrency: Tax Treatment and IRS Guidelines
Shehan Chandrasekera, CPA
Head of Tax Strategy
CoinTracker
 
11:05 a.m. Partnership and Pass-through Update/K-1
Daniel P. Lynch
Founder, Managing Partner
The Lynch Law Group

11:55 a.m.  Lunch and Networking

12:45 p.m.   State Tax Update
Jason Skrinak
Founder, Pivot Strategic Consulting

1:35 p.m.   IRA/Roth IRA Conversations
Matt Schwartz, Esq.
Estate Planning & Administration
Lange Legal Group, LLC

2:25 p.m.   Afternoon Break 

2:40 p.m. Cybersecurity
Dan Desko
CEO & Managing Partner
Echelon Risk + Cyber

3:30 p.m.  Individual Tax Update
Giulia Dozzi, EA
Manager
Crawford Ellenbogen LLC

4:25 p.m. See you next year!



Speaker(s)

Storme Sixeas delivers critical insights on federal tax policy and politics for Deloitte’s clients across a broad spectrum of industries, analyzing legislative proposals and providing political intelligence based on ongoing interaction with Congressional members and staff.

Prior to joining Deloitte in 2015, Storme served as a House of Representatives leadership aide on Capitol Hill and then spent a dozen years as a corporate policy lobbyist, covering issues including tax, trade, federal contracting, and technology policy. Before entering the government relations and policy arenas, Storme spent several years in financial and technology journalism, working in various reporting and editing capacities, including at the Financial Times Group in London.

After growing up around the globe as an Air Force brat, Storme earned a Bachelor of Journalism from the University of Missouri-Columbia and an MBA in financial management from George Mason University.

Storme is a past chair and current board member of the Tax Coalition, a professional organization for women in tax policy from Capitol Hill, the Administration, and the private sector; and she is the US chair of the British-American Project, a transatlantic leadership network lovingly referred to by its members as “organized serendipity.” She is also the founder of DC’s most politically diverse co-ed book group, the Bibliophages, now in its 18th year; is an avid swimmer; and can crew a sailboat in a pinch.

 

JASON C SKRINAK

FIRM POSITION

Jason Skrinak is the Founder of Pivot Consulting LLC. With over 20 years’ experience in public accounting, he is highly regarded throughout the region for his deep knowledge and expertise in SALT consulting. As a State and Local Tax professional consultant, he has specialized knowledge in various Pennsylvania taxes including sales and use, corporate net income, and the bank shares tax. He has also assisted with numerous multi-state tax issues dealing with various corporate taxes.

Jason has significant experience representing taxpayers before Pennsylvania’s Board of Appeals and the Board of Finance and Revenue. In addition, Jason has testified before the PA Senate Finance Committee on topics including state tax reform.

PROFESSIONAL & BUSINESS HISTORY
Prior to Pivot Consulting, Jason was the Leader of RKL’s State and Local Taxes (SALT) Practice. In his role at RKL, Jason was responsible for overseeing the growth and development of the firm’s SALT practice, helping identify tax-savings opportunities, ensuring compliance and representing taxpayers in tax controversies. Prior to joining RKL, Jason was a Principal and State and Local Tax Practice Leader for a regional firm. In addition, he brings more than 11 years experience as a SALT professional with a “Big Four” firm with an office in Harrisburg.

EDUCATION
B.S. Accounting, Villanova University

PROFESSIONAL ACTIVITIES & MEMBERSHIPS

  • American Institute of Certified Public Accountants (AICPA), Member
  • Pennsylvania Institute of Certified Public Accountants (PICPA), Member
  • PICPA’s State and Local Tax Committee, Member and Former Chair
  • PICPA’s Conference of Pennsylvania Taxes, Member and Former Chair
  • PICPA’s Fiscal Responsibility Committee and PICPA Legislation Committee, Member
  • Board of Auditors, Lower Paxton Township, Member

AWARDS & RECOGNITION

  • Leadership Harrisburg Area, Graduate
  • PICPA 40 Under 40, Class of 2009
  • PICPA South Central Chapter’s 2013 Volunteer Service Award

PERSONAL
Jason resides in Lower Paxton Township with his wife and two children and enjoys attending sporting events, golfing and spending time with his family.

THOUGHT LEADERSHIP

Quoted in Feb. 9, 2016, Central Penn Business Journal story, ‘You have to run with what you have’: Pa. budget uncertainty makes it hard for businesses to plan ahead for tax obligations

 

 

Giulia provides services that include preparation of financial statements, compilations, reviews and tax returns; tax research; auditing; planning; and analysis. Giulia’s accounting and financial consulting experience includes stints at several local public accounting firms and the tri-state AAA organization. In addition to other responsibilities she has analyzed and evaluated software systems and reviewed large[1]scale branch office operations. She holds a bachelor’s degree in accounting from Saint Vincent College, where she held both a National Honor Society Merit Scholarship and a business and economics scholarship. Giulia has volunteered her professional skills in assisting a variety of non-profit organizations, including the Pennsylvania Association of Nurse Anesthetists. She served on the Board of Directors of the Jane Holmes Residence, where she chaired the Finance Committee and served on the Steering Committee. She is also a Social Security Administration representative payee for the disabled and has aided enlisted soldiers and their families in conjunction with the U.S. military’s Morale Welfare and Recreation program.

Kevin joined the Louis Plung and Company team in January 2020, bringing with him 12 years of experience and expertise in mergers and acquisitions tax. As a tax associate principal, he is responsible for business development, mentoring, and managing a wide array of tax consulting and compliance engagements. Kevin specializes in working with clients in the transportation manufacturing, chemicals manufacturing, distribution, technology, construction, and retail industries. He identifies tax incentives and planning opportunities predicated on clients’ business facts in order to deliver tax savings. With his expertise, Kevin published several articles in the Pennsylvania CPA Journal on tax matters including mergers and acquisitions, tax attributes, tax incentives, and other tax-related matters of interest to his clients. A professional in the field since 2008, prior to joining Louis Plung and Company, Kevin worked in senior-level positions at a Big Four and regional firm. 

A dedicated and technically skilled professional, Kevin’s clients recognize his hard work and creativity in formulating optimal tax strategies for them. He is committed to producing high quality work and believes that client satisfaction is paramount. Kevin chose to pursue a career in accounting because of a lifelong interest in business. He credits his career success to a combination of hard work and tenacity.

Kevin currently lives in Gibsonia, Pennsylvania with his spouse and their two children. He enjoys living in the Pittsburgh area because the city offers a rich business, cultural, and historical environment. Outside the office, Kevin enjoys spending time with his family, snowboarding, and hiking.

 

Shehan is one of the handful of CPAs in the country who is recognized as a subject matter expert on cryptocurrency taxation. He is the Head of Tax Strategy at CoinTracker, a Forbes Crypto Tax Analyst and a CPE instructor who has won multiple awards: 2020 & 2019 CPA Practice Advisor 40 under 40 accounting professionals, Outstanding Young CPA of the year, Rising Star of Texas & Among 21 accountants mentioned on Accounting Today who will be helping shape (and reshape) accounting in 2020 and beyond by Accounting Today.

Shehan is a renowned speaker who has done speaking engagements with many organizations including Google, Coinbase, Square, Consensus, Coindesk, Lyft, AICPA, American Bar Association, and a plethora of state CPA Societies.

 

Daniel J. Desko, CISA, MBA
Manager, Internal Audit and Risk Advisory Services
Schneider Downs & Co., Inc.

Dan joined Schneider Downs’ Internal Audit practice in 2010. He has more than 10 years of experience, including several years with a local firm specializing in serving financial institutions. Six years of that experience included information systems services for several industries and in computer platforms that included Windows, IBM, OpenVMS and Unix/Linux and Oracle systems. He has more than five years of experience in performing information technology audits.

Dan also has experience providing internal audit co/outsourcing and consulting services across various industries. Services that Dan has provided include Sarbanes-Oxley 404 control design and testing, SSAE 16 (SOC 1, 2 and 3) control design/testing/report development, general computer control development and testing, IT risk assessment/analysis, information security program development, network security assessments, internal penetration assessments, information systems general control reviews, information security and privacy assessments (GLBA, HIPAA, ISO 27001, FFIEC), PCI DSS compliance services, data analysis, business continuity and disaster recovery plan development and testing.

Daniel P. Lynch, Founder and Managing Partner of The Lynch Law Group, has been a practicing attorney for more than 28 years. His areas of strength and experience include securities litigation, commercial litigation, employment law counseling and litigation, business succession planning, mergers and acquisitions, and general corporate transactions. Dan helps individuals and businesses, ranging from small, family-owned, and middle-market companies to large corporations, move forward and achieve their goals by providing innovative, yet practical solutions to the issues they are facing.

Dan is well-known throughout the Pittsburgh business community as a success-driven leader with superior organization and communication skills and an entrepreneurial approach to his practice of law. He has been recognized for his exceptional service and professional achievement by Best Lawyers in America (2021) and Pennsylvania Super Lawyers (2020 and 2021).

Dan began his career with a six-year tenure at Reed Smith after completing a one-year clerkship for the Honorable James H. Brickley, Justice of the Michigan Supreme Court, and a one-year clerkship for the Honorable Carol Los Mansmann of the United States Court of Appeals for the Third Circuit. He served as CEO of a start-up software company and vice president and general counsel of a middle-market logistics company before founding his own law firm in 2002. 

In addition to his practice of law, Dan is a frequent speaker on the topic of business development for attorneys and professional service providers. He has presented to several Pittsburgh-area organizations, as well as state and county bar associations most recently including the Pennsylvania Bar Association, Washington County Bar Association, and the Lancaster Bar Association. His book, Building a Million Dollar Book of Business, Principles and Behaviors For a Successful Law Practice, has been endorsed by business leaders throughout the region as a must-read, practical guide for any professional seeking to grow business through developing and nurturing relationships

Dan is actively involved in the business and legal community and has held leadership positions with the Butler County Bar Association (BCBA) and its charitable affiliate, the BCBA Foundation, serving as president of both organizations (2020) and as vice president of the BCBA (2019). He served as a board member of the Pennsylvania Venture Captial Association (2016-2018) and the Fort McIntosh Club (2013-2015), and he currently serves the Disciplinary Board of the Supreme Court of Pennsylvania as a member of the Hearing Committee (three-year term 2019-2022). 

In addition, Dan is chairman of the North Catholic High School Parent Communication Committee. He has volunteered as a coach for the Cranberry Township Athletic Association and for Saint Kilian Parish School in Cranberry Township, where he also served as director of the school’s Education Improvement Tax Credit (EITC) Program.

 

Dan and his family reside in Fombell, Pennsylvania. He enjoys traveling, competing in triathlons, playing soccer and golf, hiking and other outdoor activities, reading, cooking, and spending time with his wife and four children.

 


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