CPE Course Information
General Information
| Course Number: | 091023 |
| Course Title: | Ethics - IRC 7216 Regulations and Secure Act 2.0 |
| Description: | Registration & breakfast 7:30 - 8:30 a.m., CPE 8:30 a.m. - 12:30 p.m. Ethics: IRC 7216 Regulations ‐ Disclosure & Use of Tax Information by Tax Return Preparers. This 2 hour Ethics session will review the rules on disclosures and use of tax return information by preparers and others. We will examine Code Sections 7216 and 6713, Regulation § 301.7216 and Revenue Procedures 2008‐35 and 2013‐14. Practical examples of how to apply these rules in the small tax practice will be discussed. SECURE Act 2.0 Immediate Impacts: This one‐hour session will cover the most important provisions applicable to local tax practitioners of the Federal Appropriations Bill signed into law 12/29/22. We will discuss the SECURE Act retirement provisions effective in 2023 and earlier with an emphasis on IRA changes. |
| Speaker: | Mary Lew Kehm, CPA |
| Knowledge Level: | Basic |
| Sponsor: | PSTAP - West Central Chapter |
| Date: | 10/18/2023 |
| Number of Days: | 1 |
| Location: | Altoona, Altoona Grand Hotel |
| Address: |
1 Sheraton Dr. Altoona, PA 16601 |
| CPE Credits: |
2 Credits Tax (Federal)
2 Credits Ethics (Federal) |
| Host Chapter(s): | West Central |
| Meal: |
Day 1 Choices Breakfast Buffet |
Registration Information
| Registration Begins: | 7:30 a.m. |
| Start Time: | 8:30 a.m. |
| End Time: | 12:30 p.m. |
Pricing
| PSTAP Member Rate: | 49.00 |
| Non-Member Rate: | 89.00 |
Cancellation Policy
| No show, no refund. |
Additional Information
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Online Registration
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