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Tax Con Agenda

Nov. 18-19, 2025 | Webcast

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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

Allison McLeod
Attorney at Law - Taxation

10:40 a.m.

Concurrent Session #1

1-Tax

Track 1: SALT Breakout - Pennsylvania Tax Update

Review recent Pennsylvania and Philadelphia tax legislative, regulatory, and administrative developments
Litigation: discuss recent tax decisions issued by Pennsylvania courts
Tax appeals: summarize new mediation/compromise procedures at the Board of Finance and Revenue
Provide an update on proposed budget legislation, including Gov. Shapiro’s 2025-2026 proposal

Patrick Skeehan
State and Local Tax Manager
National Tax Office, Grant Thornton Advisors LLC

Dan Giorgio
State and Local Tax Manager
Grant Thornton Advisors LLC

1-Tax

Track 2: Federal Breakout - Exploring Client Advisory Services - Types of IRS Notices & Best Practices

Recognize different types of IRS notices
State requirements for first time abatement
Identify different types of IRS audits and key appeal procedures

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 Part 1

Discover how Cognigence is redefining the intersection of philanthropy, technology, and tax strategy.

Eric Trappen
Founder
Cognigence

1-Tax

Track 2: SALT Breakout: Property Tax Update

Property tax system
Three approaches to value
Key money payments

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 - Cognigence Part 2

Discover how Cognigence is redefining the intersection of philanthropy, technology, and tax strategy.

Eric Trappen
Founder
Cognigence

1-Tax

Track 2: SALT Breakout - Audits & Admin Appeals

Business audits
Preparing for the audit
Sale and use tax

David Glad, CPA
Attorney
Glad Law LLC

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
Tax Accountant
Hourani & Associate Inc.

1-Tax

Track 2: SALT Breakout - SALT Update

Enhanced SALT deduction
State tax refunds and tax benefit rule
PA (lack of) pass-through entity tax and credit
Other significant OBBBA Provisions and SALT impacts

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 Taxes

Review the different pass-through entity tax (PTET) models
Discuss the effects of a PTET on the partners’ and shareholders’ federal income taxes
Explore some of the complications for multistate enterprises

Robert Jamison, CPA

1-Tax

Track 2: SALT Breakout - Pa. Department of Revenue Updates

Legislative updates
General reminders
Forms/Instructions updates

Don Bianchi
Director
Pennsylvania Department of Revenue

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

9:50 a.m.

1-TaxTips Overtime Reporting Rules of OBBBA

What is a tip?
Tip deduction
Proposed tip reposting solution

Steve Dilley
Professor - Tax Accounting
Michigan State University

10:40 a.m.

1-TaxTax Controversy - The Current State of the IRS

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

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 Act 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

Ashley Chikes
Director of Operations
EPSA

Claudia Ciborowski
Senior Consultant
EPSA

1-Tax

Track 2: International Breakout - Impact of Tariffs Past, Present, and Future

Highlights of current Section 232, 301, and IEEPA tariffs
Highlights of China negotiations
The trade landscape

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 - Key Provisions of OBBBA

Overview of OBBBA Legislative Changes: Key provisions of the One Big Beautiful Bill Act, highlighting included and excluded items, such as Tax Cuts and Jobs Act extensions, tax proposals, and revenue offsets
Impact on Individuals and Businesses: 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: Insights on compliance, planning opportunities, and a chance to ask questions about the legislative updates