White Paper

Update on Pennsylvania Sales and Use Tax Assessment Appeals and Refund Claims

 
In this report you will learn about:
• Negotiating compromises before Board of Appeals and Board of Finance and Revenue
• New Board of Finance and Revenue Procedural Rules
• Utilizing Board of Finance and Revenue decision database and other sources of information on disposition of issues on appeal

Agenda

Faculty

James L. Fritz

James L. Fritz

McNees Wallace & Nurick LLC

  • Senior member of State and Local Tax Group at McNees Wallace & Nurick LLC, based in Harrisburg
  • More than 28 years of experience representing businesses, trade associations, other organizations and individuals in Pennsylvania tax matters before the Department of Revenue, Board of Appeals, Board of Finance and Revenue, Commonwealth Court and PA Supreme Court
  • Best Lawyers in America ®, 2008 to 2016
  • Former chair, PA Bar Association Tax Section; member, ABA Tax Section State and Local Tax Committee
  • Member, PA Chamber Tax Executive Committee
  • Former secretary, PA Revenue Department Board of Appeals
  • J.D. degree, magna cum laude, Dickinson School of Law; B.S. degree, cum laude, Elizabethtown College
  • Can be contacted at 717-237-5365 or [email protected]

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

Sign Up Today

Access to all training products $699/year

Unlimited Lorman Training

With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!

Easy Registrations

Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.

Invest in Yourself

You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.