CPE Course Information
General Information
Course Number: | 040523 |
Course Title: | Annuity Taxation for Tax Preparers |
Description: | Annuity taxation within IRA and outside IRA. How to read Form 1099-R. Annuity taxation before distribution, distributions during life, and tax treatment after death. PA rules. Tax treatment of common scenarios encountered in the local tax practice will be covered. Registration 5:30-6:00 p.m., Dinner 6-7 p.m., CPE 7-9 p.m. Employee of member rate is $55 w/ meal or $50 CPE only. Members Only FREE Shredding Event will take place prior to this meeting from 4 - 6 p.m. in the Green Pond Country Club parking lot. Annuity Taxation for Tax Preparers – 2 hours Federal Tax – Intermediate -- Annuity taxation within IRA and outside IRA. How to read Form 1099-R. Annuity taxation before distribution, distributions during life, and tax treatment after death. PA treatment. Tax treatment of common scenarios encountered in the local tax practice will be covered. |
Speaker: | Mary Lew Kehm, CPA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Lehigh Valley |
Date: | 05/16/2023 |
Number of Days: | 1 |
Location: | Bethlehem, Green Pond Country Club |
Address: |
3604 Farmersville Rd. Bethlehem, PA 18020 |
CPE Credits: | 2 Credits Tax (Federal) |
Host Chapter(s): | Lehigh Valley |
Meal: |
Day 1 Choices Beef Short Ribs Garden Lasagna (Veg. option) Vegetarian |
Registration Information
Registration Begins: | 5:30 p.m. |
Start Time: | 7:00 p.m. |
End Time: | 9:00 p.m. |
CPE Only Pricing
CPE Only Member Rate: | 30.00 |
CPE Non-Member Rate: | 50.00 |
Pricing
PSTAP Member Rate: | 50.00 |
Non-Member Rate: | 65.00 |
Cancellation Policy
See attached cancellation policy. No show, no refund. |
Additional Information
Directions to all CPE Locations |
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