Western PA: Federal Tax Update

Mark Ribas is a retired Internal Revenue Agent and now a practicing CPA.  In addition, he is the President of Pennsylvania Tax Institutes, Inc. and PennTax Inc.  He has been speaking at income tax seminars and professional symposiums for over 30 years.

During this two-day federal income tax seminar, Mark will present several topics of interest.

Among the topics to be covered are:

Ethics – A two hour session will present several important federal tax obligations that are designed to keep the practitioner compliant with IRS Circular 230.

Trusts and Estates – This topic will consist of a presentation of several issues such as when is an estate responsible for Cancellation of Debt income of the estate or a beneficiary. He will also describe the components of a Grantor Trust.

LLC -  This topic is intended to clarify the default entity classification under the check-a-box regulations. Mark will also discuss other interesting LLC issues such as the Joint Venture elections as well as the consequences of changing an entity.

FINCEN BOI – it is imperative that you are versed in the FINCEN BOI reporting process. Mark will deliver an in-depth presentation of this extremely important subject.

IRS Issues – this presentation will discuss Tax Liens, the IRS Business Account and several other IRS issues

Real Estate Rental activities – this is a surprisingly complex tax issue.  Mark will clear up the At-Risk, Basis and Passive activity issues in this presentation

Individual Issues – Mark will devote two hours to cover several individual tax issues such as the energy credits, the new clean vehicle credit, and cancellation of debt income

What You Need to Know About Registration Changes & Earning CPE Credits            

Due to rising costs and hotel constraints/inflexibility as well as the lead time required for manual/material orders from our speakers, we will be instituting the following policies. Thank you for your understanding and cooperation. 

 In-Person Seminar Cancellation and Refund Policy

Cancellations received 10 or less days prior to an in-person seminar, are NOT eligible for a refund under any circumstance. Cancellations received between 11 and 14 days in advance of the seminar are subject to a cancellation fee of $75 fee per day ($150 for the 2-day 1040); the remainder of the registration fee will be refunded to the original form of payment. Cancellations received more than two weeks (14 days) prior to the seminar will be refunded in full to the original form of payment. 

 Transfer Policy

PLEASE READ:  We have had an influx of last-minute transfers from one program to another which has forced the organization to incur unnecessary costs.  Because we incur hotel costs (meals, refreshment breaks, and set up) once counts are given, requests to transfer from an in-person seminar to a webinar of the same program, or to a  different location of the same program, or to a different course entirely, not received a minimum of 10 days in advance of the seminar are subject to a transfer fee of $75 per day ($150 for the 2-day 1040) . We thank you for  understanding that no exceptions can be made to this policy. 

 No Shows            

If you fail to show up to a course, you are not eligible for a refund OR a transfer to another course. We are paying for you whether you are in attendance or not. Please be advised, overnight voicemail messages and emails are  considered no-shows and are ineligible for refunds.