A changing equation: The issues and innovations shaping today’s tax landscape.

Tax laws, regulations, and technology continue to change how businesses, organizations, and individuals approach tax planning and compliance. A Day on Tax brings together McNees attorneys and guest speakers for a full-day program examining current developments in state, local, and federal tax law and their implications for taxpayers and tax professionals.

From Pennsylvania state and local tax developments to emerging technology, estate planning, employee benefits, and M&A transactions, the program will provide timely insights into the issues shaping today’s tax landscape.

Event details:

• Date: November 6, 2026
• Time: 7:30 a.m. – 4:30 p.m.
• Location: Penn Harris Hotel and Convention Center, 1150 Camp Hill Bypass, Camp Hill, PA 17011
• Credits: CLE – 8.0 Hours / CPE – 8.0 Hours submitted
• Registration fee: $149. Registration includes continental breakfast, lunch, and continuing education credits.

If you have any questions, please contact Karen Swaringen at kswaringen@mcneeslaw.com.

Topics include:

• Local tax developments, including real estate, realty transfer, amusement, and business privilege taxes
• Pennsylvania sales and use, corporate net income, and personal income tax
• AI-powered sales and use tax recovery
• Pennsylvania tax litigation
• Gift and estate tax planning
• ERISA and employee benefits developments
• IRS Trust Fund Recovery Penalty
• Federal tax issues in M&A transactions

Featured guest speakers: Ryan Froman and Caitlin Mendez

A Day on Tax will feature Ryan Froman, chair of the Pennsylvania Department of Revenue’s Board of Appeals, and Caitlin Mendez, board secretary of the Commonwealth of Pennsylvania’s Board of Finance and Revenue, as luncheon guest speakers.

Additional guest speakers

The program will also feature Brady Davidson and Ryan Jai Hokimi of Saveware for a look at how AI-powered technology can identify and recover sales and use tax overpayments across states, helping tax professionals streamline the recovery process.

Agenda

McNees presenters

Paul R. Morcom

Represents clients in state and local tax litigation. Advises on reducing tax liabilities and obtaining overpayment refunds.

Timothy M. Finnerty

Advises closely held companies on federal tax, corporate, and estate planning, including M&A, entity formation, financing, and ownership transitions.

David J. Evenhuis

Represents businesses and municipalities in commercial real estate transactions. Advises on acquisitions, leasing, realty transfer tax, and public assets.

Adam Koelsch

Represents clients in Pennsylvania state and local tax controversy and planning. Advises on audit challenges, real estate assessments, and tax litigation.

Sharon R. Paxton

Represents companies in Pennsylvania state and local tax disputes. Provides advice on sales and use tax, corporate net income tax, business privilege tax, and IFTA matters.

Ryan Gonder

Advises businesses, taxpayers, and public entities on tax and public finance matters. Represents clients in tax appeals, compliance, and municipal matters.

Vance E. Antonacci

Practices estate planning, business succession planning, and estate and trust administration. Advises multiple generations of successful families and their businesses.

L. Renée Lieux

Advises clients in employee benefits and executive compensation. Supports plan establishment, compliance, administration, ERISA, and tax matters.

Tyler Moser

Represents public and private clients on federal tax matters in connection with M&A, debt and equity issuances, public charities and private foundations, and tax planning.