CPE Course Information
|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|
|Sponsor:||PSTAP - West Central Chapter|
|Number of Days:||1|
|Location:||Altoona, Altoona Grand Hotel|
1 Sheraton Dr.
Altoona, PA 16601
2 Credits Tax (Federal)
2 Credits Ethics (Federal)
|Host Chapter(s):||West Central|
Day 1 Choices
|Registration Begins:||7:30 a.m.|
|Start Time:||8:30 a.m.|
|End Time:||12:30 p.m.|
|PSTAP Member Rate:||49.00|
|No show, no refund.|
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