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Tax Con Replay - Webcast

CPE

When
Jan. 25 - Jan. 26
7:45 a.m. - 3:55 p.m.

CPE Credits
16-Tax

Details

 Pricing

PICPA Member: $579 | Nonmember: $679

CLE Credit Add-On: $100


 More Information

Course No.
772906
Level
Update
Prerequisites
None

Description

 

Tax Con
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 1

7:45 a.m. Welcome and Opening Remarks

8:00 a.m. Updates from the IRS Commissioner and Pennsylvania Secretary of Revenue
• Update on recent legislation
• How tax practitioners can interact with IRS and Pennsylvania Department of Revenue staff for the upcoming tax season
• Overview of updates regarding business and individual taxation

Charles P. Rettig
Commissioner
IRS

Dan Hassell
Secretary of Revenue
Pennsylvania Department of Revenue
(1-Tax)

8:50 a.m. Remote Work Tax Implications: Current Government Enforcement

Moderator:
Drew VandenBrul, CPA
Managing Director, State and Local Tax
Grant Thornton LLP

Jonathan Liss
Senior Revenue Policy Analyst
Philadelphia Department of Revenue

Jennifer W. Karpchuk
Shareholder
Chamberlain Hrdlicka

Hal Bellovin
Tax – Managing Director, Human Capital Services
National Employment Tax Leader
(1-Tax)

9:40 a.m.          Break

9:50 a.m. Remote Work Tax Implications: A Practitioner and Industry Perspective

Moderator:
Drew VandenBrul, CPA
Managing Director, State and Local Tax
Grant Thornton LLP

Jennifer W. Karpchuk
Shareholder
Chamberlain Hrdlicka

Seth Moskowitz
Tax Director
Cozen O’Connor

Candice Polsky, CPA
Director, State and Local Taxes
Urban Outfitters
(1-Tax)

10:40 a.m. State Hot Topics

• State and local tax workarounds (N.J., N.Y., Calif., Ill., Mass., etc.),
• Pennsylvania DOR’s stance on crediting
• Remote employee nexus in a post-COVID world
• State residency
• Continuing fallout from Wayfair (Florida, Missouri, and other state developments)
• The Multistate Tax Commission’s recent pronouncement on 86-272 protected and unprotected activities
• State tax implications of COVID relief (PPP loans and forgiveness, treatment of Employee Retention Credits)

James M. Brower Jr., CPA
Partner
Marks Paneth LLP

Dan A. Schulder
Member
Cozen O’Connor

Patrick K. Skeehan
Senior Manager, State and Local Tax – National Tax Office
Grant Thornton LLP

Jason Skrinak, CPA
Founder
Pivot Strategic Consulting
(1-Tax)

11:30 a.m.       Break

12:20 p.m. Federal Hot Topics

• Provisions of the CARES Act and the American Rescue Plan Act related to the employee retention credit
• New and proposed state-level taxes on pass-through entities and IRS guidance for the impact on federal returns
• Planning opportunities for the proposed Sensible Taxation and Equity Promotion Act and proposed changes to the income tax and estate and gift taxes
• Possible impacts of a global minimum tax and changes to U.S. international tax law under the Biden administration’s proposals

Jonathan D. Grossberg, JD, LLM
Founder and Owner, Grossberg Continuing Education
Adjunct Professor of Law, Temple University Beasley School of Law
Assistant Editor, National Income Tax Workbook
(1-Tax)

1:10 p.m. Pennsylvania Tax Track: Corporate Tax Update
• Pennsylvania’s Corporate Net Income Tax (“CNIT”) Economic Nexus Standard
• CNIT Sales Factor Sourcing Updates
• Net Loss Cap Controversy
• Intangible Expense Add Back
• Other CNIT Developments

Jennifer Loughery
Director
PwC
(1-Tax)

2:00 p.m.        Break

2:10 p.m.        Federal Tax Track: Pass-Through Entity Update and Calculating Basis
• Partnership tax basis capital and 704(c) reporting
• Other pass-through entity reporting updates, including:
 o Section 199A, Qualified Business Income
 o Section 163(j), Business Interest Expense
 o Section 469, Passive Activity Loss Reporting
• Partner/shareholder basis calculation and considerations

Chris Catarino, CPA, MT
Shareholder
Drucker & Scaccetti
(1-Tax)

3:00 p.m. Pennsylvania Track: Pennsylvania Pass-Through/Individual Tax Update
Jane McCurdy, CPA
Pennsylvania Department of Revenue

(1-Tax)

3:50 p.m.        See You Tomorrow

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!


 


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