Below please find links to materials from our past meetings:
| ATS January 13, 2025 - PA Tax Audit Appeal Updates..pdf |
| ATS 1/13/2025 Doc - PA DOR December-2024 Collections.pdf |
| ATS December 16, 2024 - Buy-Sell Agreements after Connelly.pdf |
| ATS November 20, 2024 - Not You Old-school ESOP |
| ATS October 21, 2024 - CTA presentation |
| ATS May 20, 2024 - State nexus and sourcing update |
| ATS April 29, 2024 - IRS Practice & Procedures Update |
| ATS March 20, 2024 - Business Ethics |
| ATS February 13, 2024 - Joint Meeting |
| ATS January 22, 2024 - Inheritance Taxes - Advising Snowbirds Who Fly South |
| ATS December 18, 2023 - M&A and Capital Market Transactions |
| ATS November 20, 2023 - Tax Insurance |
| ATS October 23, 2023 - Overview of R&D and IRC Section 174 |
| ATS May 22, 2023 - Section 409A Compliance |
| ATS April 24, 2023 - Why Case Law Matters |
| ATS March 20, 2023 - Property Assessment Practice and Procedure |
| ATS February 21, 2023 Joint Meeting - BEPS & Pillar Two |
| ATS January 23, 2023 - Impact of TCJA after 5 Years |
| ATS December 12, 2022 - 2022 Year_End Tax Planning.pptx |
| ATS November 14, 2022 IRS Offshore Compliance |
| ATS October 24, 2022 PA Tax Audit/Appeal Updates |
| ATS May 16, 2022 - PA State and Local Update - Part 1.pdf |
| ATS May 16, 2022 - PA State and Local Update - Part 2.pdf |
| ATS March 21, 2022 - IRA Beneficiary Designations |
| February 22, 2022 Tax Policy Update |
| ATS January 17, 2022 - The Nuts and Bolts of Pennsylvania Nonprofit Law |
| December 13, 2021 Estate Tax Roundup |
| November 15, 2021 - Supporting Diversity & Combatting Bias in Profession |
| October 18, 2021 - Carried Interest |
| ATS April 19, 2021 - IRC Sec. 163(j) |
| ATS March 22, 2021 - State Tax Update.pdf |
| ATS January 18, 2021- Secure Act Estate Planning.pptx |
| ATS December 14, 2020 - Paycheck Protection Program Update |
| ATS November 16, 2020 - Federal & State Trust Tax Update |
| ATS October 19, 2020 - Partnership TEFRA Audit Rules |
| ATS October 2015 - Founder's Day Discussion |
