Loading...

Tax Con Agenda

Nov. 18-19, 2025 | Webcast

 

Tuesday, Nov. 18

8:50 a.m.

Conference Opens

9:00 a.m.

2-TaxThe One Big Beautiful Bill:  2025 Tax Legislation

  • Trace how the landmark 2025 tax legislation moved from proposal to law
  • Review the final provisions passed by Congress and signed by the President
  • Understand key implications for tax planning and compliance
  • Stay current on what every tax practitioner needs to know about these changes
RyanKarli

Allison McLeod
Attorney at Law - Taxation

10:40 a.m.

Concurrent Session #1
 

1-Tax

Track 1: SALT Breakout - PA Update
Stay informed on the latest developments affecting professionals in Pennsylvania.
melinson-matthew

Matthew Melinson, CPA
Partner
Grant Thornton Advisors LLC

1-Tax

Track 2: Federal Breakout - Exploring Client Advisory Services - Types of IRS Notices & Best Practices
IRS letters are common, and knowing how to respond is key. This session covers the basics—types of notices, what to collect from your client, possible relief options, and which penalties may qualify for first-time abatement.
David Peters

David Peters
Founder
Peters Tax Preparation & Consulting

11:30 a.m.

Lunch Break

12:00 p.m.

Concurrent Session #2
 

1-Tax

Track 1: Federal Breakout - Cognigence
Discover how Cognigence is redefining the intersection of philanthropy, technology, and tax strategy.
Eric Trappen

Eric Trappen
Founder
Cognigence

1-Tax

Track 2: SALT Breakout: Property Tax Update
Stay ahead of the curve with this essential update on property tax developments across federal, state, and local levels. 
Joyce_Michael

Michael Joyce
Property Tax Manager
Deloitte Tax

12:50 p.m.

Concurrent Session Break

12:55 p.m.

Concurrent Session #3
 

1-Tax

Track 1: Federal Breakout - IRS Updates
This session provides a timely overview of key updates from the IRS for the 2025 tax year. 
Furlong-Richard

Richard Furlong
Senior Stakeholder Liaison
IRS Communications & Liaison

1-Tax

Track 2: SALT Breakout - Audits & Admin Appeals
This session offers a practical guide to understanding and managing IRS audits and administrative appeals. 
David Glad

David Glad, CPA
Attorney
Glad Law LLC

Dru Durigon

Dru Durigon
Attorney

1:45 p.m.

Concurrent Session Break

1:50 p.m.

Concurrent Session #4
 

1-Tax

Track 1: Federal Breakout - Unlocking the Value IRS Tax Credits for Businesses & Individuals
  • Explore the full range of federal tax credits available to both individual taxpayers and business entities
  • Learn how to identify, evaluate, and properly claim credits to optimize tax outcomes
  • Understand eligibility criteria, documentation requirements, and strategic considerations to ensure compliance
  • Review current developments, including recent legislation and IRS guidance, with practical examples
Mary Jane Hourani

Mary Jane Hourani
Tax Accountant
Hourani & Associate Inc.

1-Tax

Track 2: SALT Breakout - Tax Credit
This session explores the latest developments in federal and state tax credits.
Jay Brower

James Brower
Managing Director - State & Local Tax Leader
CBIZ

2:55 p.m.

See you tomorrow!

Wednesday, Nov. 19

8:50 a.m.

Conference Opens

9:00 a.m.

Concurrent Session #1
 

1-Tax

Track 1: Federal Breakout - Pass-Through Entity Tax (PTET) Elections: Multi-State and Federal Implications
Since many states now allow PTET elections, this session will dig into interplay with federal filings.
Robert Jamison

Robert Jamison

1-Tax

Track 2: SALT Breakout - Pa. Department of Revenue Updates
Learn how state Departments of Revenue are leveraging technology and innovation to modernize tax administration.
Bianchi, Don

Don Bianchi
Director
Pennsylvania Department of Revenue

Gonse, Alicia

Alicia Gonse
Chief, Customer Outreach, Relations & Engagement
Pennsylvania Department of Revenue

9:50 a.m.

1-TaxBusiness & Personal Income Tax

This session provides a comprehensive overview of the latest developments in business and personal income taxation for 2025.

steve_dilley

Steve Dilley
Professor - Tax Accounting
Michigan State University

10:40 a.m.

1-TaxTax Controversy

This session will offer a broad look at current issues in tax controversy.

Eric Green

Eric Green
Partner
Green & Sklarz LLC

11:30 a.m.

Lunch Break

12:00 p.m.

Concurrent Session #2
 

1-Tax

Track 1: Federal Breakout R&D Credits, Section 174, and the Road Ahead: Navigating Tax Incentives in a Changing Landscape
  • Gain a clear overview of the federal R&D tax credit and its role in driving innovation
  • Understand the Section 174 amortization rules and how the "One Big Beautiful Bill" impacts expensing requirements
  • Learn practical strategies for businesses as they close out 2025 and plan for 2026
  • Identify opportunities to optimize tax positions and reduce risk in uncertain policy environments
Chikes, Ashley

Ashley Chikes
Director of Operations
EPSA

1-Tax

Track 2: International Breakout - Tariffs
This session explores the sweeping changes to U.S. tariff policy introduced in 2025 under the Reciprocal Tariff Framework.
blank_headshot

Susanne Cook
Shareholder
Dentons

12:50 p.m.

Concurrent Session Break

12:55 p.m.

Concurrent Session #3
 

1-Tax

Track 1: Federal Breakout - Legislative Updates
  • Overview of OBBBA Legislative Changes: This session covers key provisions of the OBBBA, highlighting both included and excluded items, such as TCJA extensions, Trump tax proposals, and revenue offsets
  • Impact on Individuals and Businesses: This session details permanent and temporary changes affecting individual and business taxpayers, including rate adjustments, deduction limits, charitable contribution rules, and estate tax relief
  • Practical Guidance and Q&A: Attendees receive practical insights on compliance, planning opportunities, and have the chance to ask questions about the legislative updates
Ellen Harles

Ellen Harles
Managing Director- Commercial Tax Practice
Andersen

Cory Ellenson

Cory Ellenson
Managing Director
Andersen

1-Tax

Track 2: International Breakout - Legislative Updates for U.S. Tax Reform
Discuss the transformative international tax provisions introduced under the One Big Beautiful Bill Act of 2025.
Bernard, Andrew

Andrew Bernard, CPA
Managing Director – US National Tax
Andersen

Nigel Matu

Nigel Matu
Director
Andersen

1:45 p.m.

Concurrent Session Break

1:50 p.m.

Concurrent Session #4
 

1-Tax

Track 1: Federal Breakout - Grantor Trusts
This session provides a focused look at grantor trusts, a cornerstone of estate and tax planning.
Jerome Wegley

Jerome Wegley
Shareholder
KnoxLaw

Kathryn Penick

Kathryn Penick
Attorney
KnoxLaw

1-Tax

Track 2: International Breakout - International Tax Developments
Learn about the latest global shifts in international tax policy.
blank_headshot

César Gámez Rodríguez
Tax Partner
Skatt Local

2:55 p.m.

See you next year!