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 - PA Update

Stay informed on the latest developments affecting professionals in Pennsylvania.

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
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
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.

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.

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, 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 - The New and Improved SALT Cap, State Workarounds and their Federal Implications

Learn how the new SALT cap deduction is calculated under the One Big Beautiful Bill Act
Explore when state workarounds still make sense for passthrough entities
Understand the federal and Pennsylvania tax implications tied to these changes

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 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

Learn how state Departments of Revenue are leveraging technology and innovation to modernize tax administration.

Don Bianchi
Director
Pennsylvania Department of Revenue

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

9:50 a.m.

1-TaxTips and Overtime Regulations

This session will unpack the dual impact of these new provisions on both business compliance and individual tax planning.

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" 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 - Tariffs

This session explores the sweeping changes to U.S. tariff policy introduced in 2025 under the Reciprocal Tariff Framework.

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