48th Annual Chesapeake Tax Conference


Every year, the Chesapeake Tax Conference offers tax CPAs a robust look at the new changes and issues affecting tax accounting. The event features topics related to federal and state taxation, as well as specialty topics.

Learning Objectives
  1. Updates on local tax issues.
Course Level
Professional Area of Focus
Legislative & Regulatory
Personal Financial Planning
CPE Field of Study
Who Should Attend
All CPAs with an interest in taxes and tax planning

Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608

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September 25 - 26, 2017
8:00 am - 3:45 pm
Martin’s West, 6817 Dogwood Rd Baltimore, MD 21244-2608
Total CPE Credits
In-Person + Simulcast


DAY 1 of 2 September 25, 2017
8:00 am - 9:50 am
Federal Tax Update

Speaker: David De Jong, Stein, Sperling, Bennett, De Jong & Driscoll PC

9:50 am - 10:00 am
Networking Break

Speaker: Stuart Schabes, Baker Donelson

10:00 am - 11:30 am
Hot Pending Topics at IRS

Speaker: Stuart Schabes, Baker Donelson

11:30 am - 12:30 pm
12:30 pm - 1:45 pm
Medicaid Planning in Maryland

Speaker: David Pessin, PK Law

1:45 pm - 3:00 pm
Tax Planning under a New Tax Regime

Speaker: Dustin Stamper, Grant Thornton LLP

3:00 pm - 3:15 pm
Networking Break
3:15 pm - 4:45 pm
Federal Research & Development Credit

Speaker: Stephanie Doughty and Adam Weems, TRCG Advisors, LLC

DAY 2 of 2 September 26, 2017
8:00 am - 9:15 am

Speaker: Prof. John Connors, J.D., CPA, LLM, Tax Educators’ Network, Inc.

9:15 am - 9:30 am
Networking Break
9:30 am - 11:00 am
Maryland Hot Topics: Sales and Use Tax

Speakers: Andrew “Jay” Maschas, Assistant Director, Business Tax Collections & Unclaimed Property and Tom Tartal, Manager, Business Tax Field Audit Section, Comptroller of Maryland

11:00 am - 12:15 pm
Tax Issues Surrounding Mobile Employees

Speaker: Eddie Adkins, Grant Thornton LLP

Gone are the days when individuals always work in just one location.  We live in a mobile world, where individuals are often on the go –  sometimes working in the office, other times teleworking from home or another remote location, and traveling around the country and the world in connection with work-related pursuits.  This session will explore the tax treatment of travel and other costs employers pay to mobile employees.

12:15 pm - 1:15 pm
1:15 pm - 2:30 pm
Critical Tax Traps in Divorce

Speaker: John Faggio, CPA, CFP, CDFA, Faggio Financial LLC

This presentation is to make CPAs aware of critical tax issues that their clients could face in a pending divorce. If not properly planned for or addressed, any of these traps could cause substantial financial loss in post-divorce years.

2:30 pm - 2:45 pm
Networking Break
2:45 pm - 3:45 pm
Economic Update

Speaker: Dr. Daraius Irani, Ph.D., VP, Division of Innovation and Applied Research, Chief Economist, Regional Economic Studies Institute, Towson University


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48th Annual Chesapeake Tax Conference

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