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Central-South Central: Roundtable & Federal Tax Course

12 Hours Tax (Federal); IRS

Thursday, December 10, 2026
at
12:30 PM (EST)
to Friday, December 11, 2026 at 4:00 PM (EST)
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Category: Tax (Federal) - In Person
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Day One - Roundtable Moderated by Robyn Bauder, EA and Barry Meyer, EA, PA

12:30 - 4:30 p.m. Topics to include: Time Capacity and Saying No - Planning for What you Can Actually Deliver / Burnout and Boundaries - Reclaiming Joy in the Profession / Selling a Practice - Planning Your Exit / Office Workload: Streamlining the Chaos - Midyear Reset

Day Two - Federal Tax Course, Speaker: Mary Lew Kehm, CPA

8 a.m. - 4 p.m. Course Description: 2026 Federal Tax Workbook Topics Tentative – Subject to Update

Related Party Issues

  • Limits on losses and deductions
  • Transactions between related persons and partnerships
  • Deprecation
  • Like-Kind Exchanges
  • Installment Sales

Income Tax Implications of Equity Compensation

  • Equity compensation types, including incentive stock option, employee stock purchase plans, restricted stock awards and units, stock appreciation rights, phantom stocks
  • Equity compensation life cycle
  • Planning considerations

 Amending Returns – amending various types of returns: individual, corporate partnership, trust, etc.

 Individual Topics

  • Implementation of OBBBA (including Trump Accounts, tips, and overtime)
  • Penalty issues

IRS Update

New Developments

Small Business Issues

  • Employee Tax Issues
  • NOL/EBL
  • QBI Refresher

Rulings and Cases
Credits Price
Member - Full Registration (Attend Both Days)
Includes registration for both days: Day One (Roundtable, CPE - 4 hours Federal Tax) and Day Two (Federal Tax Course, CPE - 8 hours Federal Tax) Registration Ends 12/5/26 at 4:29 AM EST
12.00 (Tax (Federal)) $280.00
Non-Member - Full Registration (Attend Both Days)
Includes registration for both days: Day One (Roundtable, CPE - 4 hours Federal Tax) and Day Two (Federal Tax Course, CPE - 8 hours Federal Tax) Registration Ends 12/5/26 at 11:59 PM EST
12.00 (Tax (Federal)) $360.00
Credits Price
Member - Roundtable Only
Includes registration for Day One Only (Roundtable, CPE - 4 hours Federal Tax)  Registration Ends 12/5/26 at 4:29 AM EST
4.00 (Tax (Federal)) $35.00
Non-Member - Roundtable Only
Includes registration for Day One Only (Roundtable, CPE - 4 hours Federal Tax)  Registration Ends 12/5/26 at 4:29 AM EST
4.00 (Tax (Federal)) $45.00
Credits Price
Member - Federal Tax Course Only
Includes registration for Day Two Only (Federal Tax Course, CPE - 8 hours Federal Tax) Registration Ends 12/5/26 at 4:29 AM EST
8.00 (Tax (Federal)) $245.00
Non-Member - Federal Tax Course Only
Includes registration for Day Two Only (Federal Tax Course, CPE - 8 hours Federal Tax) Registration Ends 12/5/26 at 4:29 AM EST
8.00 (Tax (Federal)) $315.00
Credits Price
A La Carte Dinner
On Thursday, December 10th after the Roundtable we will have a dinner & social at the Gettysburg Wyndham This will be a unique time period meal with demonstrations.  Registration Ends 12/5/26 at 11:59 PM EST
$35.00
A La Carte Dinner (Free - Attended SOC Meetings)
On Thursday, December 10th after the Roundtable we will have a dinner & social at the Gettysburg Wyndham This will be a unique time period meal with demonstrations. If you attend 3 or more 2026 South Central Chapter CPE meetings, you are invited to attend for FREE! If you are unsure if you qualify to attend for free, go to Continuing Education tab in your Member Compass or call the Executive Office at 1-800-270-3352. Registration Ends 12/5/26 at 11:59 PM EST
FREE
A La Carte Dinner (Free - PSTAP President)
On Thursday, December 10th after the Roundtable we will have a dinner & social at the Gettysburg Wyndham This will be a unique time period meal with demonstrations. If you attend 3 or more 2026 South Central Chapter CPE meetings, you are invited to attend for FREE! If you are unsure if you qualify to attend for free, go to Continuing Education tab in your Member Compass or call the Executive Office at 1-800-270-3352. Registration Ends 12/5/26 at 11:59 PM EST
FREE

Day One Moderators: Robyn Bauder, EA and Barry Meyer, EA, PA

Day Two Speaker: Mary Lew Kehm, CPA

Mary Lew Kehm is a Certified Public Accountant in solo private practice for more than 35 years, specializing in individual and small business taxes. Her office and home are in Whitehall Township, just north of Allentown, PA. She currently holds the PFS (Personal Financial Specialist) credential through AICPA.

Mary Lew has served as state President of the Pennsylvania Society of Tax and Accounting Professionals (Pennsylvania Society of Public Accountants), is a past president of the Lehigh Valley Chapter of the PSTAP/PSPA, and is the administrator of the PSTAP email discussion list, as well as an active member of the list. In addition to PSTAP, she is a member of AICPA, PICPA, and NATP. She has spoken on a wide range of tax topics geared to the small practitioner, and is known for her in-depth research and practical take on complex issues.
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For More Information:

Pennsylvania Society of Tax & Accounting Professionals Logo 150 Corporate Center Drive Suite 205
Camp Hill, Pennsylvania 17011
United States 800.270.3352