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Pennsylvania Practitioner Liaison Meetings and Seminars

If you live near a state line, please look for meetings in nearby cities of the bordering state.

Check out the Webinars for Practitioners page for additional events.

CRANBERRY TOWNSHIP

Title: Western PA Working Together Conference
Date: September 19, 2013
Time: 8:00 a.m. - 4:30 p.m.
Location: The Regional Learning Alliance Conference Center at Cranberry Woods, 850 Cranberry Woods Drive, Cranberry Township, PA 16066; Phone: (724) 741-1000
For Directions, visit their website.
Contact: Philip Yamalis; Phone: (412) 395-6956; Email: philip.g.yamalis@irs.gov
Event Information: Working Together is a partnership of public and private tax professionals, where practitioner groups join with the IRS and the PA Department of Revenue in sponsoring the annual conference. By continuing to enhance the level of communication and trust among the groups, a constructive working relationship is built that will reduce the tax burden on the public and practitioners alike, and will further the IRS/Revenue goal of improving voluntary compliance.

This year’s tentative agenda includes:

  • IRS Audit/Examination Initiatives
  • IRS & PA Non-Profits
  • IRS & PA Appeals process
  • PA Initiatives
  • S Corp/Partnerships/LLCs
  • Contributions & Distributions of IRAs and Qualified Plans
  • Hot Topics
  • Taxpayer Advocacy, and more

Keynote speaker is to be determined. The cost to attend is $85 if registered by September 1, 2013 and $110 if registered after September 1, 2013. Fee includes CPE credits (both CPA and IRS approved CE), continental breakfast, hot buffet lunch, and morning and afternoon refreshment break. No refunds issued after September 6, 2013. Please register early as this event is a sell-out. For further information or questions, please contact Philip Yamalis at (412) 395-6956 or philip.g.yamalis@irs.gov.

NOTE: Practitioners may bring up to 2 problem cases to discuss with IRS Taxpayer Advocate caseworkers.
Sponsored By: PA Institute of Certified Public Accountants, PA/National Association of Tax Professionals, PA Society of Enrolled Agents, PA Society of Public Accountants, PA Department of Revenue and Internal Revenue Service

STATEWIDE PRACTITIONER LIAISON

Meeting: IRS and Practitioner Liaison Steering Committee Meeting
Date(s): Quarterly
Time: 9:00 a.m. - 12:30 p.m.
Location: Attendance is by videoconferencing and teleconferencing
Contact: Liaison Steering Committee members have been selected by their practitioner organization to represent their memberships. These organizations include: AAA-CPA, PICPA, PSEA, PSPA, PA-NATP, PA-NABA, PA-ASWA, PA Bar Association and ncCPAp.
Remarks: The Liaison Steering Committee members meet regularly to discuss tax issues raised by the represented organizations. The purpose of this posting is to allow you to raise issues to the appropriate committee member who represents your organization.
Sponsored by: Internal Revenue Service, Stakeholder Liaison

Points of Contact:

PICPA: Damian M. Gaspari, CPA @ (610) 862-2392
email: dgaspari@cbiz.com

PSEA: Mary Ann Jesse, EA @ (724) 947-0119
e-mail: jessemaryann@yahoo.com

PSPA: Sherry DeAgostino @ (800) 270-3352
e-mail: execdir@pspa-state.org

PA-NATP: Sean Brennan, CPA, MBA @ (215) 248-5585
e-mail: sean@brennantax.com

PA-ASWA: Jean Rigney, CPA @ (215) 994-2256
e-mail: jean.rigney@dechert.com

PA Bar Association: Phyllis Horn Epstein, Esquire @ (215) 563-1200
Email: phyllis@eselaw.com

AAA-CPA: Vincent G. DiAntonio, J.D., LL.M., CPA @ (215) 641-8600
e-mail: vince.diantonio@rsmi.com

NABA - Phila Chapter: Nicole Greer @ (215) 715-4250
email: nicole.greer@verizon.net

ncCPAp - Delaware Valley Chapter: Edward P Caine CPA / CFF @ (610) 212-8978
email: epcaine@CLCPAS.net

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Page Last Reviewed or Updated: 2013-05-03