Central: Elder Care & Taxes and Managing Your Tax Season - Holiday Social E3S5R-T-00818-24-I

4 Hours Federal Tax; IRS: E3S5R-T-00818-24-I;


Tuesday, December 17, 2024
1:00 PM - 5:00 PM (EST)

Lancaster, Best Western Eden Resort


222 Eden Road Lancaster, PA 17601 United States
Category: Tax (Federal) - In Person

Holiday Social and dinner will take place following this meeting!

Elder Care & Taxes: This course addresses the critical intersection of aging and tax considerations in the U.S.  As the senior population grows, understanding these issues becomes increasingly important.  The course offers a comprehensive overview of elder care planning strategies, including options for long-term care payment, tax implications of various legal documents, and suitable trust types for nursing home care.  It also delves into the tax benefits of qualified retirement plans, health savings accounts, and charitable distributions.  This course will equip you with the knowledge to navigate the complex landscape of elder care and taxes effectively.

Managing Your Tax Season: Tax season is typically the busiest part of your practice with sometimes unbearable workloads.  This course will help you conquer the busy season by reducing stress while finding ways to improve client satisfaction and workflow.  This practice management program will focus on integrating all the tax season processes and providing better service to clients, having staff work more effectively, generating additional revenue, and having more fun.

Registration Options

Credits Price
Member
Registration Ended 12/13/24 at 11:59 PM EST
4.00 (Tax (Federal)) $55.00
Employee of Member
Registration Ended 12/13/24 at 11:59 PM EST
4.00 (Tax (Federal)) $65.00
Non-Member
Registration Ended 12/13/24 at 11:59 PM EST
4.00 (Tax (Federal)) $80.00

James F. Tice, EA

Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.

For More Information:

Pennsylvania Society of Tax & Accounting Professionals Logo 150 Corporate Center Drive Suite 205
Camp Hill, Pennsylvania 17011
United States
800.270.3352