Lehigh Valley: Ethics - Preparer Due Diligence and Preparer & Promoter Penalties

4 Hours Federal Ethics; IRS


Tuesday, October 20, 2026
8:00 AM - 12:00 PM (EDT)

Allentown, Hyatt Place, Aster Event Center


621 Grange Road Allentown, PA 18106-9377 United States
Category: Ethics (Federal) - In Person

Preparer Due Diligence - A comprehensive review of preparer due diligence requirements, documentation standards, common compliance issues, and penalty avoidance strategies.

Preparer and Promoter Penalties - Explore the various civil penalties that may be imposed on tax return preparers and promoters, IRS enforcement initiatives, and practical compliance safeguards.

Registration Options

Credits Price
Member
Registration Ends 10/14/26 at 11:59 PM EDT
4.00 (Ethics ) $75.00
Non-Member
Registration Ends 10/14/26 at 11:59 PM EDT
4.00 (Ethics ) $95.00
Employee of Member
Registration Ends 10/14/26 at 11:59 PM EDT
4.00 (Ethics ) $85.00

Jason Daughtry, EA

Jason is an Enrolled Agent and co-owner of Affirmative Tax Relief in Mays Landing, NJ and The Income Tax Place in Galloway, NJ where he works side by side with his wife who is also an Enrolled Agent. Jason began his career in 1995 with H & R Block where he served as a tax specialist and later a tax course instructor. He has been specializing in IRS and state representation since 2012 and is also an NTPI Fellow. Jason enjoys spending much of his time mentoring Enrolled Agents and other tax professionals in the ways of representation and being advocates for the taxpayer. He is a member of the National Association of Tax Professionals, the American Society of Tax Problem Solvers, and the American Bar Association. Jason is also an NTPI Fellow.

Registration Form

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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