Penn State | Outreach | Annual Tax Conference

Agenda

Tuesday, May 12
8:45–9:00 a.m.	Opening Session Chair's Opening Remarks — Deans Hall 2 Robert W. Friz, PricewaterhouseCoopers LLP
9:00–10:30	General Session — Deans Hall 2 Federal Income Tax Highlights John Rodney, Thorp Reed & Armstrong, LLP
10:30–10:45	Break
10:45 a.m.–12:15 p.m.	General Session — Deans Hall 2 Topical Partnership Tax Issues Including Section 754 Elections, Exchanges of Partnership Debt for Equity and Dispositions of Partnership Interests Tom Doran, Dechert LLP
12:15–1:00 p.m.	Lunch — Deans Hall 1
1:00–2:30	General Session — Deans Hall 2 Pennsylvania Tax Developments Dan Schulder, WolfBlock LLC
2:30–2:45	Break
2:45–4:00	Concurrent Sessions Income Tax Treaties (A Look at the U.S.–Canada Protocol) Todd Izzo, Deloitte LLP Income Tax Issues in Paying for Long-Term Care Martin Hagan, Law Firm of Martin J. Hagan LLC
4:00–5:15	Concurrent Sessions Tax Issues in an Economic Downturn Lisa Sturiale Employee Benefit Update 2009 — Plan Amendments and Plan Audits Mike Lloyd, Williams Coulson Jon Grossman, Tucker Arensberg P.C.
Wednesday, May 13
8:00–9:00 a.m.	General Session — Deans Hall 2 Ethics Thomas Arbogast, Schnader Harrison Segal & Lewis LLP Leo Hitt, Reed Smith LLP
9:00–10:30	General Session — Deans Hall 2 IRS Practice Update Robert Brennan, CBIZ Accounting, Tax and Advisory Inc.
10:30–10:45	Break
10:45 a.m.–12:15 p.m.	General Session — Deans Hall 2 Estate and Gift Tax Update Kathy Mandelbaum, Temple University School of Law Doug Loviscky, Douglas C. Loviscky, LLC
12:15–1:15 p.m.	Lunch — Deans Hall 1
1:15–2:30	Concurrent Sessions Review of the Basic M&A Tax Rules Henry Snyder, K & L Gates, LLP Ronald Aulbach, K & L Gates, LLP Fiduciary Issues and Grantor Trusts Elyse Rogers, Keefer Wood Allen & Rahal LLP Bill Kirwan, St. Clair & Associates, P.C.
2:30–2:45	Break
2:45–4:00	Concurrent Sessions S-Corporations Hot Topics Randy Fackler, PricewaterhouseCoopers LLP Have You Completed Your First New Form 990? Do You Have Questions? Morgen Cheshire, Schnader Harrison Segal Lewis, LLP

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