December

 

 


12/19/12 (W)

The State of Pennsylvania Department of Revenue Fall Tax Seminar

Pennsylvania Department of Revenue Instructors: Dave Braden, CPA, and Various Tax Conferees

Credit: 8 CPE Tax & 6.5 Substantive CLE

Time: 8am-4:30pm

Cost: $175, includes continental breakfast and buffet lunch

 Location: Penn State Abington, Lares Building

1600 Woodland Road, Abington, PA 19001

See Penn State Abington home page for campus directions and map for building location and parking.


8:00 AM - 9:15 AM

INTRODUCTION AND PERSONAL INCOME TAX UPDATES

  • 2012 Tax Law Changes
  • PA Forms Changes
  • Miscellaneous Issues

David A. Braden, CPA

or R. Lee Lewis

Bureau of Individual Taxes

 

 

 

9:15 AM – 9:30 AM

BREAK

 

 

 

 

9:30 AM – 10:30 AM

PASS THROUGH BUSINESS UPDATES

  • Resident Credits
  • Common Errors
  • Current Litigation
  • Legislation Updates

 

Jane McCurdy, CPA or

Linda Paterson, CPA

Pass Through Business Office

 

 

 

10:30 AM – 11:30 AM

CORPORATION TAXES UPDATES

·         Legislative Changes

·         Reporting Issues

  • Electronic Initiatives

 

Michael Answine, Joseph Clover, Jeffrey A. Creveling, John Naccarato or Greg Skotnicki

Bureau of Corporation Taxes 

 

11:30 AM - 12:15 PM 

 

LOCAL INCOME TAX – ACT 32

  • Overview of Act 32 –
  • Act 511 vs. Act 32
  • Employer Requirements Under Act 32
  • Avoiding Common Errors
  •  

 

Jim Hunt

Berkheimer Tax Administrators

12:15 PM – 1:15 PM

LUNCH 

 

 

 

 

1:15 PM – 2:00 PM

INHERITANCE TAX

  • Common Filing Errors
  • Forms Changes
  • Discount
  • Other General Inheritance Tax Issues

Holly Moore or Brian Belskey

Bureau of Individual Taxes

 

 

 

2:00 PM - 3:00 PM

 

 

 

 

 

 

 

3:00 PM - 3:15 PM

REVENUE MODERNIZATION PROJECT INTEGRATED TAX SYSTEM CONVERSION UPDATE

  • Overall Status of Modernization Project
  • Visible Changes
  • Procedural Changes
  • Practitioner Post Implementation Support

 

BREAK 

Donald Sheridan or

Thomas L. Van Kirk

Integrated Tax System Business Operations Office

 

 

 

 

3:15 PM - 4:15 PM

BUSINESS USE TAX AND VOLUNTARY COMPLIANCE INITIATIVES

  • Stimulating Voluntary Compliance
  • Voluntary Compliance Programs
  • Discovery Programs
  • Other Compliance and Collections Initiatives

James Foster, Kevin Milligan, William Hartman, CPA, Mark Balistrieri, CPA or Radee Skipworth

Enforcement Planning, Analysis, and Discovery

 

 

 

 

In compliance with the Americans with Disabilities Act, the Department will make every effort to provide an alternative format to persons with disabilities about the content of the seminars.


Contact
Theresa Bloom
Theresa Bloom
215-881-7402