CPE Course Information
General Information
Course Number: | 071022 |
Course Title: | Ethics Checklist for Tax Return Preparers and PA 1500 Inheritance Tax Preparation Overview |
Description: | Registration & breakfast 7:30, CPE 8:00-12:00 p.m. Staff of member rate $65. Free members only shredding event immediately following the meeting from 12:30—2:30 p.m., or until truck is full, in the Penn Harris hotel parking lot, above the convention center. Ethics: Circular 230, Professional Rules of Conduct and Internal Revenue Code compliance rules all combine into a lot of information that tax return preparers must have familiarity. This course will explain key rules of conduct and commonly encountered federal tax penalty provisions. It will be presented in the form of a checklist to help ensure ethical compliance in your tax practice. This approach will help you see the relevant rules in day-to-day activities to help you be compliant. Examples of how to address commonly encountered ethical dilemmas, client expectations, and tips for avoiding problems will be covered. PA 1500 Inheritance Tax: Tax compliance issues at death are sometimes confusing to practitioners. This course provides you with a practical understanding of the issues involved in preparing the Pennsylvania Inheritance Tax Return (PA Form REV-1500). We will discuss postmortem estate planning issues involved in the preparation of the Pennsylvania Inheritance Tax Return, probate issues, non-probate issues, valuation issues, and joint tenancy issues. Helpful tips and practical suggestions will be provided so you can advise your clients with confidence. |
Speaker: | James F. Tice, EA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - South Central Chapter |
Date: | 10/19/2022 |
Number of Days: | 1 |
Location: | Camp Hill, Penn Harris Hotel (formerly Radisson Hotel) |
Address: |
1150 Camp Hill Bypass Camp Hill, PA 17011 |
CPE Credits: |
2 Credits Tax (Non Federal)
2 Credits Ethics (Federal) |
Host Chapter(s): | South Central |
Meal: |
Day 1 Choices Plated Breakfast No Meal |
Registration Information
Registration Begins: | 7:30 a.m. |
Start Time: | 8:00 a.m. |
End Time: | 12:00 p.m. |
Pricing
PSTAP Member Rate: | 60.00 |
Non-Member Rate: | 70.00 |
Cancellation Policy
No Show, no refund. |
Additional Information
Directions to all CPE Locations |
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