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2025 Documents
April 21, 2025 - Speaker Bios
April 21, 2025 - PA Legal Update on Estate & Trust Law
January 13, 2025 - PA Tax Audit Appeal Updates
March 24 2025 - Ethics Update
February 19, 2025 - 2025 US Tax Legislative Regulatory Update
2024 Documents
January 13, 2025 Doc - PA DOR December-2024 Collections
April 29, 2024 - IRS Practice & Procedures Update
December 16, 2024 - Buy-Sell Agreements after Connelly
February 13, 2024 - Joint Meeting
January 22, 2024 - Inheritance Taxes - Advising Snowbirds Who Fly South
March 20, 2024 - Business Ethics
May 20, 2024 - State nexus and sourcing update
November 20, 2024 - Not You Old-school ESOP
ATS October 21, 2024 - CTA presentation
2023 Documents
April 24, 2023 - Why Case Law Matters
December 18, 2023 - M&A and Capital Market Transactions
February 21, 2023 Joint Meeting - BEPS & Pillar Two
January 23, 2023 - Impact of TCJA after 5 Years
March 20, 2023 - Property Assessment Practice and Procedure
May 22, 2023 - Section 409A Compliance
November 20, 2023 - Tax Insurance
October 23, 2023 - Overview of R&D and IRC Section 174
2022 Documents
December 12, 2022 - 2022 Year End Tax Planning
January 17, 2022 - The Nuts and Bolts of Pennsylvania Nonprofit Law
March 21, 2022 - IRA Beneficiary Designations
May 16, 2022 - PA State and Local Update - Part 1
May 16, 2022 - PA State and Local Update - Part 2
November 14, 2022 IRS Offshore Compliance
October 24, 2022 PA Tax Audit/Appeal Updates
February 22, 2022 Tax Policy Update
2021 Documents
April 19, 2021 - IRC Sec. 163(j)
January 18, 2021- Secure Act Estate Planning
March 22, 2021 - State Tax Update
December 13, 2021 Estate Tax Roundup
November 15, 2021 - Supporting Diversity & Combatting Bias in Profession
October 18, 2021 - Carried Interest
2020 Documents
November 16, 2020 - Federal & State Trust Tax Update
December 14, 2020 - Paycheck Protection Program Update
October 19, 2020 - Partnership TEFRA Audit Rules
2015 Documents
October 2015 - Founder's Day Discussion
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