Philadelphia Tax Summit Agenda

8:30 a.m.

Registration / Continental Breakfast

9:00 a.m.

Conference Opens

9:10 a.m.

1-TaxPartnership Tax

• Examine the implications of recent legislation
• Review new developments in case law and IRS guidance on partnerships
• Evaluate additional potential guidance from the IRS

1-TaxCorporate Tax

• Cover recent corporate tax developments, including published guidance and planning considerations
• Gain insights into how your clients are thinking about tax matters and how to better serve their needs
• Review recent court cases and developments regarding economic substance doctrine
• Discuss priority issues, such as CAMT, clean-energy credits, expected U.S. tax legislation, talent retention, and more

1-EthicsEthics Panel 1

• Discuss the ethical concerns raised by lawyer mobility, new client intake, and modern technology
• Review the rules applicable in common situation and discuss the fundamentals of ethics obligations and related doctrines

1-TaxNational Tax Landscape Keynote & Lunch Break

1-TaxInternational Tax

• Discuss recent international tax developments on legislation, Treasury and IRS regulatory and other guidance, and planning considerations

1-TaxEmployment Tax

• Discuss “return to office” rules and benefits, including changes in “tax homes” triggered by being at office 3 or more days a week, and the tax treatment of in-office benefits, like meals, snacks, massages, and commuter vans
• Review new and old IRS-protected fringe benefits – including possible choices between 401(k) benefits and education loan forgiveness, wellness counselling/referral benefits, security and cybersecurity protections, and executive physicals
• Examine the effect of FTC regulation nullifying effectiveness of noncompete agreements upon deferred compensation FICA taxes and golden parachute tax computations
  

Networking Break

1-TaxSALT - Income Tax Update

• Delve into recent SALT income tax issues and trends across the country, including sourcing, apportionment, and Public Law 86-272

1-TaxSALT - Sales Tax Update

• Receive an update on multistate developments in nexus rules affecting sellers and marketplace facilitators
• Discuss recent developments on the taxation of digital goods and services, sourcing rules, and other important trends, legislative changes, and case law

1-TaxSALT - Pennsylvania and Philadelphia Updates

• Receive an update on recent legislative, administrative, and case law developments in Pennsylvania and Philadelphia
• Discuss business taxes, personal income taxes, and property/realty transfer taxes

1-TaxTax Directors Panel: What's Keeping Tax Directors Up at Night? Key Issues and Concerns

• A panel of corporate tax leaders talk about their priority issues, such as: remote executives (international and interstate), CAMT (even if it doesn’t apply to your company yet), Clean-Energy Credits, possible US tax legislation, OECD Pillar Two, compliance priorities, talent retention, and more
• Get insights into how your clients are thinking about tax matters and how you can better serve their needs

1-Tax Talking Tax: Fireside Chat with State and Local Revenue Representatives

1-EthicsEthics Panel 2

The Price is Right? Ethics in M&A Transactions

• Understand typical ethical issues that may arise through the course of M&A Transactions through the lens of tax

1-TaxTax Accounting Panel

• Analyze recent guidance and hot topics involving accounting methods including a debrief and new insights of the Section 174 capitalization of amortization of R&E and software development costs plus recent R&D tax credit court cases
• Review fixed assets planning in light of decreasing bonus deprecation rates, high interest rates, and changes to Section 163j
• Explore accounting methods planning associated with the Inflation Reduction Act’s credits and incentives programs

1-TaxTax Policy

This presentation will present a discussion of recent trends and focus points for tax policymakers at the federal and state levels. Topics are subject to change based on evolution of events impacting the nation but may include:

• Post-election – Expectations for implementation of campaign positions, proposals, and reforms
• IRS hot topics
• Tax policy considerations for business taxes and individual taxes