Speakers
Thomas Arbogast
Counsel, Schnader Harrison Segal & Lewis LLP
Thomas Arbogast is counsel at Schnader Harrison Segal & Lewis LLP. He has a bachelor's degree from West Virginia University and a juris doctor degree from Duquesne University. Arbogast is a Fellow of the American College of Tax Counsel; past chair of the Penn State Tax Conference; and past chair of the Pennsylvania Bar Association Tax Section. An adjunct professor at Duquesne University School of Law from 1972 to 1988, he has been an adjunct professor at the University of Pittsburgh School of Law since 1990. Arbogast is a member of the American Bar Association's Tax Section Administrative Practice Committee.
Ronald T. Aulbach
Partner, K&L Gates, LLP
Ronald Aulbach is a member of the K&L Gates' Tax practice group, where he concentrates his practice in the areas of corporate, partnership, and federal and state tax controversies. Aulbach's corporate practice includes the representation of clients in taxable transactions and tax-free reorganizations. In the partnership area, he has structured joint ventures and represented clients in other transactions involving complex partnership tax issues. Aulbach has also represented clients in tax controversies with the Internal Revenue Service and Pennsylvania Department of Revenue. He received his bachelor's degree from the University of Pittsburgh and his juris doctor degree from Duquesne University School of Law.
Robert P. Brennan
President of the Tax Institute, Inc., Instructor of Accounting at Holy Family University
Robert P. Brennan, M.S., CPA, CFE, is president of the Tax Institute, Inc., and an instructor of accounting at Holy Family University. He was director of the regional firm of CBIZ Accounting, Tax & Advisory, LLC, in Plymouth Meeting, Pennsylvania, and a shareholder of Mayer Hoffman McCann, P.C., an independent CPA firm. Brennan has a bachelor's degree in accounting from LaSalle University and a master's degree in taxation from Philadelphia University. Since 1982 he has served as an expert witness in the Federal District Court of the Eastern and Middle Districts of Pennsylvania, as well as state and local courts in Pennsylvania. His professional activities include the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, Association of Certified Fraud Examiners, National Society of Tax Professional, and the American Institute of Tax Studies.
Morgen Cheshire
Tax Associate, Schnader Harrison Segal & Lewis LLP
Morgen Cheshire is a sixth-year tax associate at Schnader Harrison Segal & Lewis LLP in Philadelphia. Cheshire focuses her practice on the creation and continuing representation of tax-exempt organizations.
Thomas Doran
Of Counsel, Dechert LLP
Randy Fackler
Tax Managing Director, PricewaterhouseCoopers LLP
Randy Fackler is managing director in the Private Company Services Practice, PricewaterhouseCoopers LLP, Harrisburg, Pennsylvania. He is the engagement leader responsible for managing tax consulting and compliance services for his clients on a day-to-day basis. Fackler has more than eighteen years of experience with PricewaterhouseCoopers, serving clients involved in the Private Company and Public Company Services sector. His area of expertise is in business advisory services, tax accounting methods, tax services to pass-through entities, and providing services to upper management in entrepreneurial businesses. He joined Coopers & Lybrand in the Baltimore office in 1990 and transferred to the Harrisburg office in 2001. Prior to joining Coopers & Lybrand, he worked for a firm in northeastern Maryland for three years. He has a bachelor's degree from Shippensburg University and a master's degree from American University.
Jonathan I. Grossman
Associate, Tucker Arensberg, PC
Jonathan I. Grossman, an associate with Tucker Arensberg, PC, is a member of the Employee Benefits Practice Group. He designs and drafts qualified retirement plans, such as traditional defined benefit pension plans and defined contribution plans, including 401(k) new comparability features; retirement plans for nonprofit and governmental entities such as 403(b) and 457(b) plans; nonqualified deferred compensation plans and other arrangements subject to Code Section 409A; and health and welfare plans and fringe benefit plans. He counsels clients on the administration and operation of all types of employee benefit plans, as well as the benefit implications of mergers and acquisitions, and advises them on fiduciary liability, fiduciary liability insurance coverage, and withdrawal liability under Taft Hartley plans. Grossman earned his undergraduate degree from Penn State and his law degree from The University of Pittsburgh School of Law. He serves on the board of the Lloyd Institute, and is a member of the International Foundation of Employee Benefit Plans.
Martin J. Hagan
Owner, Martin Hagan Law Firm
Martin J. Hagan is an independent attorney in Pittsburgh, Pennsylvania, where he practices in the areas of trust and estate administration, estate planning, estate and gift taxation, and probate and trust litigation. He is a Fellow of the American College of Trust and Estate Counsel, and a member of the Probate, Trust, and Real Property Sections of the American, Pennsylvania, and Allegheny County bar associations. He is a frequent speaker on topics dealing with trusts, estates and long-term care, and has published on estate planning issues in Trusts & Estates. He received his bachelor's and juris doctor degrees from the University of Notre Dame, where he served as a member of the editorial board on the Notre Dame Law Review.
Leo Hitt
Partner, Reed Smith LLP
Leo Hitt is a partner in the Tax, Benefits, and Wealth Planning Group of Reed Smith LLP in Pittsburgh, Pennsylvania, and has been associated with that firm since 1983. He was the former Practice Group Leader of that organization. His practice includes representing clients in business transactions before the IRS and in the courts. Hitt advises clients in connection with the federal and state income taxation of partnership, corporation, international, real estate, and state tax planning matters. He received a bachelor's degree from the University of Pittsburgh, a juris doctor degree from the University of Pittsburgh School of Law, and a master of laws degree in taxation from the New York University Graduate School of Law. Hitt is an adjunct professor at the University of Pittsburgh School of Law and a frequent speaker for numerous professional organizations including the Pennsylvania Institute of Certified Public Accountants and the Pennsylvania Bar Association. He is a member of the Pittsburgh Tax Club and the Allegheny Tax Society.
Todd Izzo
Partner, Deloitte
Todd Izzo is a partner in Deloitte's Pittsburgh International Tax practice and also the Global Tax Consumer Business Leader for the entire firm. Through these roles, he services large multinational corporations worldwide—mostly in Pittsburgh and surrounding areas. Izzo specializes in international taxation, with a focus on global tax optimization, financial products and instruments, international mergers, acquisitions, reorganizations, tax treaties, foreign tax credit planning and other areas of U.S. corporate and international taxation. Prior to joining Deloitte & Touche in 2000, he worked in the area of international and corporate tax for five years in the Washington, D.C., office of Dewey Ballantine and served as a law clerk for one year in the chambers of Judge Ed Becker of the U.S. Third Circuit Court of Appeals. Izzo received a bachelor's degree with highest distinction in accounting from Penn State; a juris doctor degree summa cum laude from the University of Pennsylvania Law School, and a master of laws degree in taxation summa cum laude from Georgetown University Law Center. He was awarded the May 1991 Alexander E. Loeb Gold Medal award for the high score in Pennsylvania on the CPA exam, and the Elijah Watt Sells Award for one of the top scores in the United States.
William Kirwan
Partner, St. Clair & Associates, PC
Bill Kirwan is a partner at St. Clair & Associates, PC, a local firm with offices in Pottsville, Pennsylvania, where he manages the firm's tax practice and guides small-business clients regarding comprehensive tax and business planning, succession and estate planning, and investing. He is a graduate of Lehigh University in Bethlehem, Pennsylvania, and University of Pennsylvania School of Law in Philadelphia, Pennsylvania. Kirwan is a member of the American and Pennsylvania institutes of certified public accountants and the American and Pennsylvania bar associations. He has been a lecturer at the tax conference for twenty years.
Mike Lloyd
Partner, Wiliams Coulson
Mike Lloyd is a partner of the Pittsburgh firm, Williams Coulson. He practices in the area of employee benefits and tax controversy. Lloyd is a former chairman of the Penn State Tax Conference and a long-time committee member.
Douglas Loviscky
Attorney/CPA, Loviscky & Associates
Douglas Loviscky is an attorney and a Certified Public Accountant. After receiving his bachelor's degree from Penn State, he earned his CPA license as an associate in the tax and audit departments of Price Waterhouse. Loviscky graduated cum laude from the University of Pittsburgh School of Law, where he received the Pittsburgh Tax Club Memorial Prize for excellence in course work in federal taxation, and the David R. Bookstaver Award for excellence in course work in wills, trusts, and estates. He was also business editor of the Journal of Law and Commerce. In addition to owning and operating his own law firm, Loviscky is Of Counsel to the Pittsburgh law firm Williams Coulson that provides counsel on estate, tax, retirement, and business planning matters for the closely-held business, family group, and executive and professional. Loviscky is a member of the Pennsylvania Bar Association and the Centre County Bar Association. He has also been selected for membership in Leadership Centre County, Who's Who in America, and Who's Who in the East.
Kathy Mandelbaum
Associate Professor, Temple Law School
Kathy Mandelbaum, the director of Temple University Beasley School of Law's graduate tax program, came from private practice, where she has been a member of Schnader Harrison Segal & Lewis' estates department since 1983. An adjunct member of the faculty since 1995, she joined the full-time faculty to meet the expanding interest in tax law. As director of the graduate tax program, she oversees students seeking degrees through the LL.M. in taxation, as well as the J.D./LL.M. in taxation, the estate planning certificate program, and the newly introduced certificate in employee benefits. In addition to heading that program, Mandelbaum teaches courses in estate and gift taxation, and the law of nonprofit organizations. She has been active in her chosen area of law—estates—since graduating from law school. She has lectured frequently on estate planning and charitable giving topics for a variety of organizations including the Pennsylvania Bar Institute, the Philadelphia Bar Association, the YWCAs of America, the National Society of Fund Raising Executives, the Alzheimer's Association, and the Health Ed Network. Active in civic activities, Mandelbaum was recently reelected to the board of directors of the Greater Philadelphia chapter of the Alzheimer's Association, and has authored numerous articles on planning topics for the chapter's publications. She has also served as a member of the executive board of the Harvard-Radcliffe Club of Philadelphia.
John Rodney
Partner, Thorp Reed & Armstrong, LLP
John Rodney is a partner with Thorp Reed & Armstrong, LLP. He has a broad tax and corporate practice with a particular focus in the technology and venture capital area. Rodney has more than twenty-five years of experience representing an array of both companies and investors in sophisticated transactions. He has represented many business owners, partnerships and other entities (including numerous investment funds), and individuals in scores of acquisitions and divestitures, private debt and equity financings, and restructurings, contract matters, tax-oriented transactions, franchise matters, and real estate acquisitions and financings. He is the immediate past chairman of the Enterprise Forum Pittsburgh, past chair of the Pittsburgh Tax Club and the Penn State Tax Conference, and has been included as a tax lawyer in The Best Lawyers in America for over a decade.
Elyse E. Rogers
Partner, Keefer Wood Allen & Rahal, LLP
Elyse E. Rogers is a partner in the Lemoyne office of Keefer Wood Allen & Rahal, LLP, where she focuses on the areas of estate and business planning, estate administration, business organizations, and taxation. She is a frequent lecturer on various estate planning, estate administration, tax and business planning subjects, having lectured and provided written materials for various organizations including the Pennsylvania Bar Institute, the Pennsylvania Institute of Certified Public Accountants, and the Pennsylvania Bankers Association. She is a member of the Penn State Tax Conference planning committee. Rogers, a graduate of Lebanon Valley College, received her juris doctor degree from the Dickinson School of Law. She is a Fellow of the American College of Trust and Estate Counsel, and a member of the Pennsylvania, Cumberland County, and Dauphin County bar associations. She has been listed in The Best Lawyers in America in the areas of trusts and estates and taxation for more than ten years. Since 2004 she has been named a “Pennsylvania Super Lawyer” by Philadelphia magazine. The Pennsylvania Department of Community and Economic Development and the Business Journals of Pennsylvania named her one of Pennsylvania’s 50 Best Women in Business for the year 2000. She is the recipient of the President’s Award and two Special Achievement Awards from the Pennsylvania Bar Association. Rogers is a past chairperson of the Dauphin County Bar Association Estate Planning and Probate Law Section.
Dan A. Schulder
Member, Cozen O'Connor
Dan A. Schulder joined the firm of Cozen O'Connor in April 2009 as a member in the business law department. Formerly, he was a partner with Wolf Block LLP in Harrisburg. A member in the Tax and Real Estate Practice Groups, Schulder concentrates in the areas of taxation, mergers and acquisitions, business finance, general corporate planning, real estate and zoning law. His practice primarily involves all aspects of federal, state, and local taxation, structuring business organization, merger, acquisition, disposition, recapitalization and reorganization transactions, developing debt and equity financing strategies, providing business planning and corporate formation counseling, and all aspects of acquiring, developing, financing, leasing, and zoning of commercial and residential real estate. Schulder served as in-house general counsel to a major real estate developer, responsible for all phases of financing and development of residential and commercial real estate. His work in the fields of taxation and corporate planning has appeared in numerous publications. He co-authored Tax Portfolio 2300 titled Pennsylvania Corporate Taxes, which is part of Tax Management's Multistate Tax Portfolio Series. He frequently lectures on taxation and corporate planning topics. Schulder's recent publications include:
- "The Risk of Using Independent Contractors," New York Law Journal, May 15, 2008
- "Pennsylvania Supreme Court Ruling in Oz Allows Localities to Deny Real Estate Tax Refunds Legally Owed to Taxpayers," Tax Management's Weekly State Tax Report, April 11, 2008, and Tax Management's Multistate Tax Report, April 25, 2008
- "Pennsylvania Supreme Court Again Muddles Treatment of Business Privilege Tax; General Assembly Action Is Needed,” Tax Management's Weekly State Tax Report, February 1, 2008, and Tax Management's Multistate Tax Report, February 22, 2008
- "Pennsylvania Gets It Right in Canteen Corp. Decision," Tax Management's Multistate Tax Report, April 25, 2003
- "Realty Transfers to Nonexistent Entities Not Subject to Pennsylvania Realty Transfer Tax," Practitioner Connection, Committee on State Taxation Newsletter, March 21, 2003
- "Electric Filing Unveiled at the Pennsylvania Board of Appeals," Practitioner Connection, Committee on State Taxation Newsletter, February 3, 2003
In addition to his legal experience, Schulder is a Certified Public Accountant and has served on various committees for the Pennsylvania Institute of Certified Public Accountants and its South Central Chapter. He currently serves on the State Tax Committees of the Pennsylvania Institute of Certified Public Accountants as well as its Legislation and Multistate Tax Conference Committees. He is a member of the Dauphin County Bar Association, where he serves on various committees; the Pennsylvania Bar Association, where he is the chairman of the Tax Law Section; and the American Bar Association's Business Law Section. He is active in the Harrisburg community and has served on the board of directors of the Jewish Community Center and the Rabbi David L. Silver Yeshiva Academy and as treasurer of both organizations. Currently he is a member of the board of directors and treasurer of Kesher Israel Congregation. He has also served on various committees for the Jewish Federation of Greater Harrisburg. Schulder earned his master of laws degree in taxation from Georgetown University Law Center; his law degree from the Dickinson School of Law; and his undergraduate degree from Syracuse University.
Henry Snyder
Partner, K&L Gates LLP
Henry Snyder is a partner in the Pittsburgh office of K&L Gates where he practices tax and corporate law. He has represented corporations, limited liability companies, and partnerships on a variety of issues, including choice of entity, operating agreement, and shareholder agreements. He has represented both public and private clients in numerous acquisitions and divestitures including those involving manufacturing companies, service providers, banks, newspapers, radio and television, wholesale distributors, and others. Snyder is a frequent lecturer on matters relating to corporate law and taxation including mergers, acquisitions, and business transactions. He is listed in The Best Lawyers in America, and Philadelphia Magazine as a "Pennsylvania Super Lawyer. " He received a bachelor's degree from the University of Washington, a juris doctor degree from the Willamette University College of Law, and a master of laws degree from the New York University School of Law.
Lisa Sturiale
Tax Partner, Deloitte Tax LLP
Lisa Sturiale is a tax partner with Deloitte Tax LLP. She has eighteen years of experience, specializing in corporate taxation with a focus on large multinational organizations. Sturiale has extensive experience in managing large compliance engagements, and she serves as the FAS 109 (Accounting for Income Taxes) competency leader for the Pittsburgh office of Deloitte Tax. She received a bachelor's degree in business administration, with a major in accounting, from Penn State and a master's degree in taxation from Robert Morris College.
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