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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.


Title: Western PA Working Together Conference
Date: September 18, 2014
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
Contact: Philip Yamalis; Phone: 412-395-6956; Email: 
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.

Topics include:

  • IRS audit/Examination initiatives
  • Hot topics
  • Taxpayer Advocacy
  • And more

Cost to attend is $95 if registered by September 2, 2014 and $120 if registered after September 2, 2014. Fee includes CPE credits (both CPA and IRS approved CE), continental breakfast, hot buffet lunch and morning & afternoon refreshment break. No refunds issued after September 5, 2014. Please register early as this event is a sell-out. Make checks payable to PA-NATP.

To register for this event, please download the registration form on the PA-NATP website. Please return your completed registration form by mail to: PA-NATP, Attn: Richard L. Miller, 168 McCabe Drive, Greensburg, PA 15601. For further information or questions, please contact Philip Yamalis by phone or email listed above.

NOTE: Practitioners may bring up to 2 problem cases to discuss with IRS Taxpayer Advocate caseworkers.


Title: IRS Key Messages and Introduction to Criminal Investigation
Date: November 25, 2014
Time: 6:00 p.m. - 9:00 p.m.
Location: Penn State University (Beaver Campus), 100 University Drive, Monaca, PA 15061
Contact: Dana Alvetro; Phone: 724-773-3700; Email: 
Event Information: IRS Stakeholder Liaison will discuss key messages and updates along with the following topics.

  • Social media
  • Offer in Compromise
  • Online Payment Agreements
  • Third party payers
  • Voluntary Classification Settlement Program
  • Social Security Administration policy changes
  • Identity theft and phishing
  • Educating customers through the latest technology
  • Issue Management Resolution System (IMRS)

Criminal Investigation Special Agent will discuss CID topics. For more information and to register, visit the Penn State Beaver website.
Sponsored By: Pennsylvania State University (Beaver Campus) - Continuing Education Program


Title: IUP CPE Seminar
Date: October 20, 2014
Time: 8:00 a.m. - 4:00 p.m.
Location: River's Casino Ballroom, 777 Casino Drive, Pittsburgh, PA 15212
Contact: Duane Ponko; Phone: 724-468-6716; Email: 
Event Information: Seminar goals are to present various topics that are timely and purposeful to the public accounting profession. Sample topics covered in seminars include fraud, tax law, estate planning, auditor and internal controls, mutual funds, ethics, and more. IRS Stakeholder Liaison will discuss IRS key messages and updates. Seminar attendees can earn 8 CPE credit hours. Pre-registration is required. Registration opens September 17, 2014. Registration deadline is October 13, 2014. Cost $140; receive a $20 discount for registering early. Checks should be payable to IUP Research Institute. For more information, visit the IUP website or call Wendy Kopczyk at 724-357-4841.

You will receive a confirmation email when your registration and payment have been received. Registration refreshments, lunch, and beverages (available all day) are included with your registration fee. A link to seminar handouts will be emailed to registrants one week prior to the seminar. Print the handouts & bring them with you to the seminar. Completion certificates will be provided upon signing out at the conclusion of the seminar.
Sponsored By: Indiana University of PA


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

PSEA: Mary Ann Jesse, EA @ 724-947-0119

PSPA: Sherry DeAgostino @ 800-270-3352

PA-NATP: Sean Brennan, CPA, MBA @ 215-248-5585

PA-ASWA: Jean Rigney, CPA @ 215-994-2256

PA Bar Association: Phyllis Horn Epstein, Esquire @ 215-563-1200

AAA-CPA: Vincent G. DiAntonio, J.D., LL.M., CPA @ 215-641-8600

NABA - Phila Chapter: Nicole Greer @ 215-715-4250

ncCPAp - Delaware Valley Chapter: Edward P Caine CPA / CFF @ 610-212-8978

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Page Last Reviewed or Updated: 16-Sep-2014