CLE - 2024 Philadelphia Tax Summit - DAY 2 ONLY - Two Registration Options

2024 Philadelphia Tax Summit

Co-Presented by the Philadelphia Bar Association, Pennsylvania Institue of CPAs (PICPA) & Philadelphia Tax Conference (PTC)

TWO ATTENDANCE OPTIONS: (Please pay close attention when making your registration choice.)
1. Live In-Person - CONVENE, 30 S. 17th St., Philadelphia (Duane Morris Building) - Advanced Registration ONLY! SEATING IS LIMITED!! NO walk-ins. 

2. Virtual Webcast - Live or work in a different jurisdiction or outside county? Attend via webcast from any convenient location. Ask questions and leave comments using the chat feature in "real-time." 

Join your tax and accounting colleagues for the 2-day 2024 Philadelphia Tax Summit held at CONVENE, 30 S. 17th St. (Duane Morris Building) in Philadelphia from 9:00 a.m. – 5:30 p.m. each day. This dynamic CLE/CPE summit features panels of expert practitioners and members of the tax and accounting community from government, industry and private practice that will provide an in-depth discussion and examination of the latest federal, state, local and international tax policies, legal and regulatory developments and planning trends. Attendees have the ability to earn up to 12.0 CLE or CPE credits over the 2-day event.

There’s no better place for timely updates and new regulations than the 2024 Philadelphia Tax Summit. Master what you need to know, from topics that address, Partnership Tax, SALT, Corporate Tax, International Tax, Employment Tax, Tax Accounting, and much more.

Register for just the second day on this page or use this link to register for the entire 2-day comprehensive summit.  
 

THU. 11/14/24 - Day 2 Schedule: (5.0 SUB/1.0 ETH)

8:15 – 9:00 a.m. – Registration and Continental Breakfast

9:00 - 9:10 a.m. – Welcome & Introduction

9:10 - 10:10 a.m. – SALT - Sales Tax Update: This panel will provide updates on multistate developments in nexus rules affecting sellers and marketplace facilitators, the taxation of digital goods and services, sourcing rules, and other important trends, legislative changes, and case law updates.

Panelists: 
Diane Dorr, Esq., Principal and National SALT Leader, CliftonLarsenAllen LLP
Michael J. Semes, Esq., Of Counsel, Baker & Hostetler LLP
Patrick Skeehan, Esq., Senior Manager, Tax, Grant Thornton Advisors LLC
Panel Chair/Moderator:
Ilya A. Lipin, Esq., Principal and Mid-Atlantic SALT Practice Leader, BDO USA, P.C
Philadelphia Bar Association Tax Section Chair

10:15 - 11:15 a.m. – SALT - Pennsylvania and Philadelphia Updates: This panel will update attendees on recent legislative, administrative and case law developments in Pennsylvania and Philadelphia and will include discussions of business taxes, personal income taxes and property/realty transfer taxes.

Moderator/Panel Chair:
Christopher A. Jones, Esq., Partner; Co-Lead, Tax Practice Group, Ballard Spahr LLP, Philadelphia
Panelists: 
Heidi R. Schwartz, Esq., Multi-State/State and Local Tax Practice, Cozen O’Connor
Drew VandenBrul, CPA, Managing Director, State and Local Tax Services, Grant Thornton

11:15 - 11:30 a.m. –  A/V BREAK                             

11:30 a.m. - 12:30 p.m. – The Price is Right?: Ethics in M&A Transactions: Panelists address typical ethical issues that may arise during the course of M&A Transactions through the lens of tax.

Moderator:
Professor Steve Olsen, Faculty Director of the Graduate Tax Program; Associate Professor of Practice, Villanova University Charles Widger School of Law
Panelists: 
Kayci D. Petenko, Esq., Partner, Archer & Greiner PC, Philadelphia PAA
Sonia Shaikh, Esq., Miles & Stockbridge, Washington, D.C.

12:30 - 2:00 p.m. (Start of lunch, people get food and return to room for session)                             
Luncheon Plenary - Talking Tax: Fireside Chat with State and Local Revenue Representatives
Moderator:
Thu Lam, Esq., Senior Counsel, State and Local Tax Controversy & Planning group, Chamberlain Hrdlicka; Chair, Philadelphia Bar Association Tax Section, SALT Committee

Panelists:
Bryan Barbin, Esq., Deputy Secretary for Taxation, Pennsylvania Department of Revenue
Michael Bryan, Deputy Director, , Audit Activity, New Jersey Division of Taxation
Rebecca Lopez-Kriss, Deputy Revenue Commissioner for Policy, Outreach, and Taxpayer Assistance Programs, City of Philadelphia
Panel Chair:
Jennifer W. Karpchuk, Esq., S.A.L.T. Practice Chair, Chamberlain Hrdlicka  

2:00 - 3:00 p.m. –  What’s Keeping Tax Directors Up at Night? Key Issues and Concerns: A panel of corporate tax leaders discuss priority issues, such as: CAMT, Clean-Energy Credits, U.S. tax legislation, pending tax changes, OECD Pillar Two, compliance priorities, talent retention and team culture, and more. Gain insights into how your clients think about tax matters and how you can better serve their needs.

Moderator:
Joan C. Arnold, Esq., Chair, Tax & Benefits Practice Group, Troutman Pepper Hamilton Sanders LLP, Philadelphia
Panelists: 
Thomas J. Donnelly, Esq., Vice President - Tax, Comcast Corporation
Benjamin M. Hussa, Esq., Vice President, Taxes and Corporate Treasurer, Air Products and Chemicals Inc., Exton, PA
Arielle S. Krause, Esq., Senior VP, Tax, Avantor, Radnor, PA
Laura Warren, Esq., Head of Tax Senior Corporate Counsel, Hamilton Lane, Philadelphia, PA
Panel Chair:
John Young, SVP Domestic Tax/Senior Tax Counsel, Chubb, Philadelphia

3:05 - 4:05 p.m. – Tax Accounting: This panel will address 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; fixed assets planning in light of decreasing bonus deprecation rates, high interest rates, and changes to section 163j; and accounting methods planning associated with the Inflation Reduction Act’s credits and incentives programs.

Co-Moderators:
Ross Reiter, Partner, Global Investment & Innovation Incentive Services (Gi3), Deloitte Tax LLP, Philadelphia, PA (Panel Chair)
Justin Silva, Partner, Accounting Methods & Periods, RSM US LLP
Panelists: 
Adam Gonsiewski, CPA, Senior Manager, Accounting Methods & Periods, RSM US LLP
Ellen F. Martin, CPA, National Tax Leader, Strategic Federal Tax Services; Principal, Grant Thornton Advisors LLC

4:05 - 4:20 p.m. – A/V BREAK                             

4:20 - 5:20 p.m. – Tax Policy: This presentation will address 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
• Individual taxes

Panelists: 
Fred Gordon, Esq., Senior Tax Policy Leader, National Tax Practice, RSM US LLP, Washington, D.C.
Loren C. Ponds, Esq., Executive Committee Member; Practice Co-Lead, Tax Policy, Miller & Chevalier
Panel Chair:
Melissa M. Schaffer, EA, Senior Tax Manager, RSM US LLP, Blue Bell, PA

Login link and materials link will be provided via email the evening prior to the program.

LIVE IN-PERSON:
CONVENE
30 S. 17th St. (Duane Morris Building)
Philadelphia

VIRTUAL:
Live via WEBCAST (Attend from your laptop, phone or tablet)

Cancellations and requests for refund will be honored on the following basis:

Cancellation policy for live, video, webinar, podcast, and telephone registrants 

If cancelling your registration, you must notify the Philadelphia Bar Association by email CLEcancel@philabar.org or FAX 215-238-6349 no later than 2 business days prior to the course presentation date for the appropriate site, in order to receive a 100% refund; 1 business day or less, you will receive a full tuition refund minus a $25 administrative fee. Transferring a registration to a substitute course date and time are welcomed. If you do not attend the course and did not notify Philadelphia Bar Association in the appropriate advanced notice, you will receive the course materials in full consideration of tuition paid.