CPE Course Information
General Information
Course Number: | 060922 |
Course Title: | Ethics Checklist for Tax Return Preparers & Sale of Business Tax Considerations |
Description: | Shredding Event will take place prior to this meeting from 11 AM – 1 PM or until the truck is full. The event will take place in the upper parking lot of the Springfield Country Club. Ethics Checklist for Tax Return Preparers: 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. SALE OF BUSINESS TAX CONSIDERATIONS: The sale of closely held businesses raises a large number of tax issues. Some sales proceeds are taxed at ordinary income rates rather than capital gain. The structure of the sales transaction affects the buyer’s depreciation and amortization going forward. The purchaser may or may not be able to deduct transaction fees related to the acquisition. This course addresses common tax issues that arise in the sale of non-public companies and other closely held businesses, including the tax treatment of stock sales and asset sales, the election under section 338(h)(10) and the allocation of purchase price, escrow arrangements and earnouts, and the tax treatment of intellectual property and intangible assets. |
Speaker: | James F. Tice, EA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Philadelphia Tri-County Chapter |
Date: | 09/19/2022 |
Number of Days: | 1 |
Location: | Springfield, Springfield Country Club |
Address: |
400 W. Sproul Road Springfield, PA 19064 |
CPE Credits: |
3 Credits Tax (Federal)
2 Credits Ethics (Federal) |
Host Chapter(s): | Philadelphia |
Meal: |
Day 1 Choices Dinner Buffet No meal |
Registration Information
Registration Begins: | 12:30 p.m. |
Start Time: | 1:00 p.m. |
End Time: | 5:30 p.m. |
Early Bird Pricing
Early Bird Deadline: | 09/12/2022 |
PSTAP Member Rate: | 75.00 |
Non-Member Rate: | 125.00 |
Pricing
PSTAP Member Rate: | 90.00 |
Non-Member Rate: | 125.00 |
Cancellation Policy
No show, no refund. |
Additional Information
Directions to all CPE Locations |
Comments are closed.