Faw Casson In-House Tax Update
8 hrs CPE/CPD in TAX
Program Level: Update
This session will be trifurcated into three components. In Part I, Joe will focus on the remnants of legislation enacted earlier in the year, as well as anticipated post-election legislative activity. Joe will then address selected guidance issued by the Internal Revenue Service in recent months, then move into case law.
As part of his discussion, Joe will review any planning opportunities available during the last weeks of 2020, and will share any commentary resulting from his communications with the Office of Chief Counsel and his contacts on the Hill, including the status of oral arguments in California v. Texas.
Learning Objectives
- To learn about recent activities on the part of Congress.
- To learn about recent IRS guidance.
- To review recent case law.
- To review tax planning opportunities.
- To review pending case law and anticipated IRS guidance.
Speaker Bio
Joe Nicola
Partner
Sisterson & Co., LLP
| Joe has more than 25 years of experience in public accounting. Joe has experience in many diverse areas of taxation, including the taxation of and planning for various forms of business entities, such as corporations, partnerships, and limited liability companies. He also has considerable experience with individual income taxation. Joe is particularly experienced in federal and multistate tax matters that affect numerous industries, including natural resources, manufacturing, distribution, high technology, securities, and start-up businesses. He has consulted on technically complex matters, such as succession planning, corporate reorganizations, employee stock options, securities derivatives, partnership reorganizations and liquidations, and international tax matters. While in public practice, Joe also served for many years as an adjunct member of the faculty at Duquesne University’s MBA and Master of Science in Accountancy programs, as well as with Robert Morris University’s Master of Science in Taxation program. His course load included Corporate Taxation, Advanced Corporate Taxation, Reorganizations (Mergers and Acquisitions), Taxes as a Basis for Managerial Decisions, Taxation of Property Dispositions, and Taxation of Derivatives. He is a published author of CPE/CLE texts and industry articles. Joe now teaches Tax Levels 2, 3 and 4 for the AGN Advance Professional Development Program. Joe’s background also includes significant experience in ERISA and employee benefits, as well as representation before the Internal Revenue Service and Department of Labor. He also has significant litigation support experience, including civil litigation, family law practice, criminal tax defense, and pre-trial assistance (such as assistance in the discovery and deposition process). Joe received his B.S. in Business Administration from Robert Morris University in Pittsburgh, and his Juris Doctor from the University of Pittsburgh School of Law. |
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