Gwynedd, PA: Current Developments in Philadelphia Taxation and Post Tax Reform Mergers & Acquisition

Oct 01, 2019 12:45pm -
Oct 01, 2019 04:00pm
(GMT-5)

Event Description

 

Join the AAA-CPA Philadelphia/Delaware Valley Chapter

for Lunch on October 1st and Earn 3 Hours of CLE/CPE!

Tuesday, October 1, 2019

12:45 pm - Registration

1:00 pm - 4:00 pm - Education

William Penn Inn

Route 202 and Sumneytown Pike

Gwynedd, PA 19436

Education

3 hour of Continuing Legal Education (CLE) for Attorneys and 3 hours of Continuing Professional Education (CPE) for Certified Public Accountants

Cost

Members: $20.00

Non-Members: $30.00

Not a member? Join now and attend this meeting for FREE!

 

Current Developments in Philadelphia Taxation

Frank Breslin, Revenue Commissioner, City of Philadelphia

1:00 pm - 3:00 pm

Qualifying for 2 hours Continuing Legal Education - Substantive Law (Tax) and 2 hours Continuing Profession Education - Accounting (Tax)

Including Discussions of:

  • Legislative Efforts – What Could Happen Next?
  • The Latest Administrative Developments such as new or proposed regulations and rulings
  • New Filing and Compliance – Changes To Be Aware Of
  • Recent Decisions – Tax Review Board, Board of Revision of Taxes, Common Pleas Court, Commonwealth Court 

Mr. Breslin brings more than 30 years of experience in tax compliance to his position as Revenue Commissioner. He previously served as the Deputy Revenue Commissioner for the Tax Bureau from 2009 to 2015. As Deputy Revenue Commissioner, Mr. Breslin was responsible for directing the Accounting Operations, Compliance Operations, and Taxpayer Services Division of the Department of Revenue. Mr. Breslin has held various leadership positions, including Compliance Operations, Revenue Compliance and Audit Manager. In these roles, he worked to implement and utilize technological advances to increase taxpayer compliance. Mr. Breslin earned his bachelor’s degree in Business Administration from Temple University. He is an active member of the American Institute of Certified Public Accountants as well as the Pennsylvania Institute of Certified Public Accountants. As Revenue Commissioner, Mr. Breslin utilizes a staff of more than 500 employees to maximize the collection of taxes, water charges, and other fees and fines owed to the City of Philadelphia. 

 

Post Tax Reform Mergers and Acquisitions

Michael Donahue, CPA, MT, CFP

3:00 pm - 4:00 pm

Qualifying for 1 hour Continuing Legal Education - Substantive Law and 1 hour Continuing Profession Education - Accounting Theory

With the Discussion Including . . .

  • Managing Debt Structure
  • Recent Expensing Provisions
  • Accounting Method Elections

Mr., Donahue is a shareholder in Drucker & Scaccetti, a Philadelphia CPA firm specializing in tax services to individuals and closely held businesses. He has been a practicing tax professional in the field of public accounting for more than 30 years, including experience with national and regional firms. Michael possesses a unique combination of expertise in the areas of business, individual, estate and gift tax planning and consulting services on matters such as business formation, mergers and acquisitions, international, succession planning, tax credits and accounting methods. Michael has serviced clients in industries such as manufacturing, distribution, professional services, information technology and health care. His unique talent identifies and implements successful tax strategies for closely held companies and their owners. Michael is a member of both the American and Pennsylvania Institute of Certified Public Accountants. He is also a certified financial planner.

 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.

 
 
 

Event Type:Chapter Meeting
Early registration ends on Aug 07, 2019.
Regular registration starts on Aug 08, 2019 and ends on Sep 30, 2019.
Late registration starts on Oct 01, 2019.
(GMT-05:00) Eastern Time (US & Canada)

 

Registration Fees
Fee TypeEarlyRegularLate
 Chapter Meeting Registration
Member Fee: $20.00$20.00$20.00
Non-Member Fee: $30.00$30.00$30.00