CLE - Philadelphia Tax Primer: Your Guide to City Taxes - LIVE WEBCAST

SPEAKERS LIVE via WEBCAST

Philadelphia Tax Primer: Your Guide to City Taxes

Hosted by the Tax Section

This ½-day CLE Primer will be split into four panel presentations covering important Philadelphia City taxes that businesses, individuals, and practitioners should know. The first panel presentation, Authority to Tax, will address the statutory authority for the City’s taxes, as well as the related topic of limitations on that authority (i.e. preemption, the Pennsylvania Uniformity Clause, etc.). Next, the Wage and Net Profits Tax presentation will examine some of the Philadelphia taxes that individuals and pass-through entities should consider. Panelists will provide recent case law updates and guidance related to the aforementioned city taxes. The third panel will review the recent changes to Business Income and Receipts Tax (BIRT), identifying information about this important business tax and providing updates that you and your clients need to know. The final panel will address the basics of the Use and Occupancy Tax, including the authority for its imposition and the calculation. Panelists will also discuss the application of the tax to particular types of taxpayers, and procedures to appeal assessments of Use and Occupancy Tax.

This comprehensive CLE Primer is a “CAN’T MISS” for any tax practitioners in Philadelphia.

Panelists:
Francis R. Beckley, Esq.
Chief Revenue Counsel, Tax Litigation & Collections Unit
Law Department, City of Philadelphia

Christopher A. Jones, Esq.
Partner, Tax and Tax Controversy Practice Teams
Ballard Spahr LLP

Thu N. Lam, Esq.
Senior Counsel, Tax Practice
Holland & Knight LLP

Ilya A. Lipin, Esq.
Tax Principal, BDO USA

Mary Kate Martin, Esq.
Divisional Deputy City Solicitor, Tax Litigation & Collections Unit
Law Department, City of Philadelphia

Marissa O’Connell, Esq.
Divisional Deputy City Solicitor, Tax Litigation & Collections Unit
Law Department, City of Philadelphia

Stephen Rustvold, Esq.
Deputy City Solicitor, Tax Litigation & Collections Unit
Law Department, City of Philadelphia

Heidi R. Schwartz, Esq.
Cozen O’Connor

Login link and materials link will be provided via email the evening before of the program.

Speakers Live via Webcast

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.