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Tax ForumTax Forum

Tax preparation and filing advice from seasoned tax professionals in both the public and private sectors. Produced in cooperation with the Rhode Island Society of Certified Public Accountants.

Bob ManciniHostPresident, Rhode Island Society of CPAs
Tracy HessCPAPiccerelli, Gilstein & Company
Raymond MarchakCPADiSanto, Priest & Company
Leo LebeufChief Revenue AgentRI Division of Taxation
Keith PhillisTax AttorneyDarrowEverett, LLP
Gregory PorcaroCPAOtrando, Porcaro & Associates


Tax Forum 2018 Discussion Topics

  1. Tax Reform – changes in standardized and itemized deductions
  2. Charitable Contributions – substantiation requirements
  3. Mortgage Interest and Rental Real Estate
  4. Staying Organized and Record Keeping
  5. Taxability of Pensions and Annuities
  6. State Refund Status
  7. Fraud and Identity Theft
  8. Self-Employment
  9. Receiving a Notice From the IRS or Division of Taxation
  10. Tax Litigation
04/07/2018       2pm