CPE Course Information
General Information
| Course Number: | 100923 |
| Course Title: | Federal Tax Update |
| Description: | NEW—Pay by Credit Card (online payments only) at www.pstapcpe.com. Check payments: Check made payable to Western PA Chapter, PSTAP. Mail Check Payments to: Charles Lapp, PA: 226 Sygan Rd., McDonald, PA 15057 Email: cel3816@gmail.com Phone: 412-257-8969. The following topics will be discussed: The Inflation Reduction Act – This presentation will focus on the important aspects of this recently passed legislation. The topics covered will be the funding provisions for the IRS as well as the energy savings provisions of the IRA, Retirement Accounts - The Secure Act 1.0 and 2.0 made several substantial changes to retirement plans. Mark will present the most important provisions of these two income tax laws. In addition, he will review key points of various business-based retirement plans, Cybersecurity – Both the FTC as well as the IRS have implemented a requirement to draft and implement cybersecurity plans. We will cover these requirements in detail, Estates and Trusts – With the growing accumulation of wealth and the aging of the Baby Boomer generation, we will be seeing many more trusts in our practices. Mark will provide an overview of the various types of trust and the income tax treatment of these asset management vehicles, Financial Distress – With the growing credit card debt, it is inevitable that the financial institutions will be issuing a form 1099C to several debtors, The Employee Retention Credit – There remains confusion as to eligibility and the ERC mills are misleading your clients into submitting incorrect claims. Mark will review the details of the CARES Act Section 2301 and provide insight into how to correctly identify if an employer qualifies for the ERC. |
| Speaker: | Mark L. Ribas, CPA, Pennsylvania Tax Institute |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - Western PA Chapter |
| Date: | 09/20/2023 |
| Number of Days: | 1 |
| Location: | Allison Park, Wildwood Golf Club |
| Address: |
2195 Sample Road Allison Park, PA 15101 |
| CPE Credits: | 8 Credits Tax (Federal) |
| Host Chapter(s): | Western PA |
| Meal: |
Day 1 Choices Lunch Buffet |
Registration Information
| Registration Begins: | 7:30 a.m. |
| Start Time: | 8:00 a.m. |
| End Time: | 4:00 p.m. |
Pricing
| PSTAP Member Rate: | 199.00 |
| Non-Member Rate: | 249.00 |
Cancellation Policy
| No show, no refund. |
Additional Information
| Directions to all CPE Locations |
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