Day One

7:30 TO 8:00

Registration

8:00 TO 8:15

Introductions

8:15 TO 10:00

Schedule K-1/Entity Issues

Presenter: Gaetano Capone, MS, CPA

S-Corp Issues

10:00 TO 10:15

Break

10:15 TO Noon

Rulings & Cases/IRS Issues

Presenter: William Bogart, MPS, EA

Noon TO 1:00

Lunch

1:00 TO 2:45

Small Business Tax Problems

Presenter: William Bogart, MPS, EA

& Bob Hager, CPA

2:45 TO 3:00

Break

3:00 TO  4:30

Like-Kind Exchanges

Presenter: Bob Hager, CPA

Ethics

Day Two

7:30 TO  8:00

Registration

8:00 to 8:15

Introductions

8:15 TO  10:00

New Tax Legislation

Presenter:  John J. Defassio, CPA

Investments

10:00 TO  10:15

Break

10:15 TO  Noon

IRS-Whats Hot/Emerging Issues

Presenters:

Philip Yamalis (West)

Richard Furlong (East)

Stakeholder Liasons

Noon TO  1:00

Lunch

1:00 TO  2:45

Death of a Taxpayer

Presenter: Julie Steinbacher, JD, ESQ

Elder Issues

2:45 TO  3:00

Break

3:00 TO  4:30

PA Tax Update

Presenter: Joe Lubash, CPA

 Individual Tax Problems