13th Annual Q&A with the IRS Webcast
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13th Annual Q&A with the IRS Webcast

CPE

When
Feb. 2
8:30 a.m. - 1:30 p.m.

CPE Credits
5-Tax

Details

 Pricing

PICPA Member: $65 | Nonmember: $165


 More Information

Course No.
704200
Level
Basic
Prerequisites
None
Note

Please forward any systemic (not client specific) federal, state and local questions to Karen@facermee.com by Wednesday, January 25, 2023 so they can be incorporated into the program tailoring it to attendee needs. This also helps reduce overload of questions the day of.

Description

This five-hour webcast will feature a question-and-answer session with IRS Senior Stakeholder Liaison Richard Furlong along with an expert panel of CPA tax practitioners. Topics include federal, state, and local changes.

 

Highlights

8:30 a.m.  Welcome and Opening Remarks 
Jennifer Cryder, CPA
Chief Executive Officer
PICPA

8:35 a.m.  SALT Trends
Matthew D. Melinson, CPA 
Partner and National SALT Practice Indirect Tax Services Leader
Grant Thornton LLP

James M. Brower Jr., CPA, MST
Partner, State and Local Tax Leader
CBIZ Marks Paneth

10:15 a.m.  Break 

10:30 a.m.  Pennsylvania DOR Q&A and Philadelphia DOR Update
Commissioner Francis Breslin, CPA
Revenue Commissioner - Chief Collections Officer
Philadelphia Department of Revenue

Karen Clark
CORE Analyst
Pennsylvania Department of Revenue - Customer Experience Center

11:30 a.m.  What to Expect from the IRS for the 2023 Tax Season Pt. 1
Richard G. Furlong Jr.
Senior Stakeholder Liaison 
Internal Revenue Service
 
12:20 p.m.  Break  

12:35 p.m. What to Expect from the IRS for the 2023 Tax Season Pt. 2
Richard G. Furlong Jr.
Senior Stakeholder Liaison 
Internal Revenue Service

1:25 p.m.  Webcast Concludes

 



Speaker(s)

Richard G. Furlong, Jr.
Senior Stakeholder Liaison
Internal Revenue Service

Mr. Furlong is a Senior Stakeholder Liaison in the Mid-Atlantic Area Stakeholder Liaison office of the Internal Revenue Service Small Business/Self-Employed Division. Stakeholder Liaison serves as the primary IRS liaison office to tax practitioner organizations throughout the country. He is currently on a detail assignment to the IRS Affordable Care Act office.

Mr. Furlong coordinates IRS participation at the annual Eastern Pennsylvania “Working Together” Conference. “Working Together” is a joint effort of public and private tax professionals to enhance the level of communication, education, and trust between these organizations and individuals. Mr. Furlong is also a member of the PA IRS/Practitioner Liaison Council which provides a structured forum for Pennsylvania accounting and tax professional organizations to meet twice each year with IRS managers and employees to discuss current IRS program issues. He also meets periodically with the PICPA Federal Tax Committee to discuss IRS programs and policies.

Each year, Mr. Furlong represents IRS at practitioner CPE sessions throughout Pennsylvania where he discusses IRS policies and procedures, tax law updates, Affordable Care Act tax issues, and IRS electronic tax administration.

Mr. Furlong is a graduate of the University of Pennsylvania Wharton School with a Bachelor of Science degree in Economics.

2023

James M. Brower Jr., CPA, MST
Partner, State & Local Tax Leader
CBIZ Marks Paneth

Jay Brower, CPA, is a Partner of corporate and individual tax compliance and research services at Marks Paneth, LLP. He has more than 20 years of professional experience at the federal, state, and local levels.

Mr. Brower's duties also include the development of tax planning and implementation strategies, as well as education and development of the firm's professionals. Mr. Brower provides tax planning and compliance services to clients in the manufacturing, commercial fishing, telecommunications, professional services, retail and transportation industries.

Mr. Brower was recognized by the Pennsylvania Institute of Certified Public Accountants as one of the “40 Under 40: PICPA Members to Watch.” He is a frequent speaker on subjects concerning federal and state tax issues including electronic filing; the domestic production activities deduction; State and Local income taxes and ASC 740/Fin 48.

January 2023

Matthew D. Melinson, CPA, MT
Partner and National SALT Practice Indirect Tax Services Leader
Grant Thornton LLP

Based in Philadelphia, PA, Matthew is responsible for all aspects of multistate tax consulting, planning, and compliance within Grant Thornton.Matthewcurrently leads thestate and local tax(SALT)practice for the Atlantic Coast Market Territory, which includes the Washington DC, Maryland, Virginia and Pennsylvania areas. He also serves as a key account leader, as overall firm or tax leader on some of the firm’s major clients.  Additionally, Matthew is the liaison for state and local tax, collaborating with the audit and advisory service lines as well as other tax business lines.  From August 2015through July 2017, Matt servedas Grant Thornton’s national leader of State and Local Tax (SALT) indirect taxes. From March 2011 through July 2014, Matthew was the SALT practice leader of Grant Thornton’sNortheast Region, which included the Pennsylvania,New York, New Jersey, and New England areas.

Prior to Grant Thornton’s acquisition of LECG SMART’s State and Local Tax practicein March of 2011, Matthew led LECG SMART’s nationalSALTpractice, which included professionals based in the Atlanta, Chicago, New York,and Philadelphia areas.  Prior to joining LECG SMART in 2006, Matthew spent approximately 10 years with PwC.

Frank Breslin, CPA

Revenue Commissioner - Chief Collections Officer, City of Philadelphia

Frank Breslin brings more than 30 years of experience in tax compliance to his position as Revenue Commissioner. Prior to his appointment, Mr. Breslin served as the Deputy Revenue Commissioner for the Tax Bureau from 2009 to 2015. As Deputy Revenue Commissioner, Mr. Breslin was responsible for directing the Accounting Operations, Compliance Operations, and Taxpayer Services Division of the Department of Revenue.

Throughout his career, Mr. Breslin held various leadership positions, including Compliance Operations Manager and Revenue Compliance Program Director. In these roles, he worked to implement and utilize technological advances to reduce the tax gap and increase taxpayer compliance.

Mr. Breslin earned his bachelor’s degree in Business Administration from Temple University. He is an active member of the American Institute of Certified Public Accountants as well as the Pennsylvania Institute of Certified Public Accountants.

As Revenue Commissioner, Mr. Breslin utilizes a staff of more than 500 employees to maximize the collection of taxes, water charges, and other fees and fines owed to the City of Philadelphia. These funds provide support for Philadelphia schools and services.

James J. Newhard, CPA, CGMA
Proprietor, Speaker for Loscalzo Associates

In public practice since 1979, Jim established the firm JAMES J. NEWHARD, CPA in December, 1986 focused on small business entrepreneurs and individuals, to provide a wide variety of tax (preparation and planning), accounting & reporting (review, compilation, preparation, AUP, and QuickBooks Advisor), and advisory services to individuals, small-to-medium sized businesses (including start-up businesses), not-for-profit entities, estates, and trusts. Jim is also a CPE discussion leader, teaching practitioner A&A, professional ethics and tax CPE programs for Loscalzo Associates.

Jim is a member of the AICPA (including PCPS and Taxation Member) and the PICPA. As Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), Jim serves on several PICPA committees at the state level (PICPA Council, Accounting and Auditing Procedures, State & Local Taxation, Legislation, The Act 32 Task Force, CPA Image Enhancement, and Member Services,) and the Philadelphia Chapter level (Accounting and Auditing, Local Taxation & Legislation Committee, and Federal Tax). Additionally, Jim serves as the editor of the Accounting & Auditing column for the Pennsylvania CPA Journal, and has authored several columns and features, principally on CPA practitioner matters in A&A and Pennsylvania local tax matters (earned income taxes and business privilege taxes).

Jim developed/co-developed many Act 32 resources for members and users, as well as several other reference informational resources for practitioners (including brochures on PA business privilege taxes, and attest & non-attest financial reporting services) and consumers (including brochures on managing debt, CPA-client privacy matters, and questions to ask in choosing a CPA).

 

Karen Clark
CORE Analyst
Pennsylvania Department of Revenue-Customer Experience Center

Karen Clark is currently a Research Analyst in the CORE division of the Customer Experience Center. She recently returned from her role on the department’s modernization project, where she was heavily involved in the implementation of self-service resources offered to the department’s customers. She spent much of her time from 2020-2022 gaining the knowledge necessary to guide users through myPATH and communicating pertinent information via many different platforms including seminars and webinars. Previously Karen worked in the department’s Bureau of Compliance and Bureau of Individual Taxes where she was responsible for different processes in the customer journey. Karen’s refreshing approach to enhancing customer experience truly makes her second to none.


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