Tax Con- Multistate &
State & Local Tax Track Sessions
Originally aired Noveber 17-18, 2021
Who Should Attend:
• CPAs in firms handling tax compliance and consulting for individuals and
businesses
• CPAs working in businesses of all sizes
• Other tax
practitioners including tax attorneys, enrolled agents, and others
Objective:
Tax Con is the one-stop-shop for critical tax topics. This two-day conference will allow tax practitioners to plan their own CPE experience and choose from dozens of concurrent sessions.
Day 2
8:00 a.m. Multistate Tax Kick-Off/Update
Matthew D. Melinson, CPA, MT
Partner, State and Local Tax
Grant
Thornton LLP
(1-Tax)
8:55 a.m. Update from State Administrators
John Kaschak- Pennsylvania
Andre Thickening and Jorge Rodriguez- New
York
John Ficara- New Jersey
Jennifer Noel- Delaware
Bill
Nolan-Ohio
Radee Skipworth- D.C.
(1-Tax)
9:45 a.m. Morning Break
10:00 a.m. Update from State Administrators (cont.)
(2-Tax)
11:35 a.m. Break
12:25 p.m. State and Local Tax Track: Appeals, Audits, and Discoveries
• How states identify possible taxpayers through discovery
efforts
• How to identify processes in order to be prepared for a
possible future state tax audit
• How to prepare for an upcoming state
tax audit
• How to work through a current state tax audit
• What
to do once and audit is finalized
Jason Skrinak, CPA
Founder
Pivot Strategic Consulting
(1-Tax)
1:15 p.m. Tax Specialty
Areas: Philadelphia Department of Revenue Update
• Launch of the
Philadelphia Tax Center
• Enforcement initiatives
• Legislative
updates and COVID-19 guidance
Rebecca LopezKriss
Deputy Commissioner for Policy, Outreach, and Taxpayer
Assistance Programs
Philadelphia Department of Revenue
Jonathan Liss
Senior Revenue Policy Analyst
Philadelphia Department of
Revenue
Marco Muniz
Deputy Commissioner for Collections
Philadelphia Department
of Revenue
(1-Tax)
2:05 p.m. Break
2:15 p.m. State and Local Tax Track: Local Tax Update
• Overview of the Local Tax Enabling Act for individuals new to
Pennsylvania local taxation
• Changes to the Local Tax Enabling Act as
a result of Act 18 of 2018
• Nexus issues resulting from the COVID-19
pandemic
• Due date issues and corrective legislation
• Future
of local tax legislation
Cheri H. Freeh, CPA, CGMA
President and CEO
Hutchinson, Gillahan &
Freeh PC
(1-Tax)
3:05 p.m. State and Local Tax Track: What's New in Sales and Use Tax
Eileen R. Dempsey, CPA
State and Local Tax (SALT) Technical Director,
Tax
CLA (CliftonLarsonAllen LLP)
(1-Tax)
3:55
p.m. See you next year!
PICPA Member: $345
Nonmember: $445
Course No. 772908 Level: Update
Prerequisites: None