West Virginia Tax Institute, Inc.
Hotel Information
Book Your Room Now!
To book your room at Canaan Valley Resort State Park for the 2025 West Virginia Tax Institute program, please click the link below and use group code WVTI2373.
Note that the group code is case sensitive.
You can also make a reservation by calling the front desk at (304) 866-4121, selecting option one,
and referring to the group code during booking.
The group room block discount expired on Friday, October 10, 2025!
2025 West Virginia Tax Institute Schedule
SUNDAY, NOVEMBER 2, 2025
12:00pm-2:00pm West Virginia Tax Institute, Inc. – Board of Directors Meeting
Attendance By Invitation Only – Lunch Provided
3:00pm–4:00pm Registration
4:00pm–6:00pm 2025 Federal Tax Law Update
David R. Croft, Esq.
Member
Spilman Thomas & Battle, PLLC
6:00pm-8:00pm Reception
MONDAY, NOVEMBER 3, 2025
7:30am-8:30am Breakfast (provided)
8:30am-9:30am Ethics in Tax Practice
John S. Treu, LL.M., J.D., CPA
Associate Professor
West Virginia University – John Chambers College of Business & Economics
9:30am-10:30am Charitable Planning after OB3
Elaine Waterhouse Wilson, Esq.
Bowles Rice LLP Professor of Law
West Virginia University College of Law
10:30am-10:45am Break
10:45am-11:15am Opportunity Zones After HR 1
Robert G. Tweel, Esq.
Managing Member
Jackson Kelly PLLC
11:15am-12:15pm Update on Cryptocurrency
E. Ryan Mink, CPA
Member
Suttle & Stalnaker PLLC
12:15pm-1:15pm Lunch (provided)
1:15pm-2:15pm Estate Planning Considerations for 2026 and Beyond
J. E. White, Jr., Esq.
Member
Jackson Kelly PLLC
2:15pm-3:15pm 2025 U.S. International Tax Update & OB3 Focus
Andrew C. McKinley, Esq.
Managing Director – Pittsburgh Office
Global Tax Management
3:15pm-4:15pm Creating New CPA Pathways: 2026 Legislative Update
Megan B. Kueck
Chief Executive Officer
West Virginia Society of CPAs
4:15pm–6:00pm Free Time: Enjoy Canaan Valley Resort State Park!
6:00pm–6:30pm Reception
6:30pm–8:30pm Dinner (provided)
TUESDAY, NOVEMBER 4, 2025
7:30am-8:30am Breakfast (provided)
8:30am-9:00am Overview of the Department & Current Programs, Goals, & Plans
Peter Shirley, Ph.D.
Deputy Secretary
West Virginia Department of Revenue
9:00am-9:30am West Virginia Tax Administration and Policy Developments
Matthew R. Irby, Esq.
West Virginia Tax Commissioner
West Virginia Tax Division
9:30am-10:00am West Virginia State Budget Issues and Outlook on Tax Revenues
Mark B. Muchow
Deputy Secretary
West Virginia Department of Revenue
10:00am-10:30am West Virginia Appellate Court Cases Decided Over the Last 12 Months and Pending Cases of Interest
Cassandra L. Means-Moore, Esq.
Deputy Attorney General, Director, Tax & Revenue Division
West Virginia Office of the Attorney General
10:30am-10:45am Break
10:45am-11:15am West Virginia Legislative and Regulatory Update
Stephen B. Stockton, Esq.
Managing Attorney, Technical Section, Legal Division
West Virginia Tax Division
11:15am-11:45am West Virginia Office of Tax Appeals Cases Decided Over the Last Twelve Months
The Honorable A. M. “Fenway” Pollack
Chief Administrative Law Judge
West Virginia Office of Tax Appeals
11:45am-12:15pm Mapping the Taxpayer Experience
Amy B. Pauley
Taxpayer Advocate
West Virginia Tax Division
12:15pm Conclusion of 2025 Program
For attorneys: This program was approved for 14.4 hours of West Virginia continuing legal education credits, including 1.2 hours of ethics credits.
For CPAs: This program was approved for 14.0 hours of West Virginia continuing professional education credits, including 1.0 hours of ethics credits.