Below please find links to materials from our past meetings:

ATS April 21, 2025 - PA Legal Update on Estate & Trust Law.pdf |

ATS April 21, 2025 Speaker Bios.pdf |

ATS March 24, 2025 - Ethics Update.pdf |

February 19, 2025 - 2025 U.S. Tax Legislative Regulatory Update.pdf |

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 |