Philadelphia Tri County: Elder Care & Taxes and Ethics - Circular 230 Considerations (Fed Tax)E3S5R-T-00917-25-I/(Ethics) E3S5R-E-00918-25-I
2 Hours Federal Tax & 2 Hours Ethics (Federal); IRS:
Registration begins at 12:30 p.m. Members only FREE shredding event will take place prior to this meeting from 10:30 a.m.—12:30 p.m. in the Springfield Country Club upper parking lot!
Elder Care and Taxes: This course addresses the critical intersection of aging and tax considerations in the U.S. As the senior population grows, understanding these issues becomes increasingly important. The course offers a comprehensive overview:
1. Elder care planning strategies, including options for long-term care payment, tax implications of various legal documents, and suitable trust types for nursing home care.
2. It also delves into the tax benefits of qualified retirement plans, health savings accounts, and charitable distributions.
3. This course will equip you with the knowledge to navigate the complex landscape of elder care and taxes effectively.
Ethics - Circular 230 Considerations: This course equips you with crucial insights for handling:
1. Conflicts of interest among spouses, business partners, and tax professionals.
2. It covers power of attorney, IRS interactions, client privacy concerns, professional advertising standards, and the effects on security and disclosure requirements.
3. We will explore Circular 230 to ensure your tax practice adheres to ethical standards.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 6/19/25 at 11:59 PM EDT
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4.00 (Ethics , Tax (Federal)) | $129.00 |
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Non-Member
Registration Ends 6/19/25 at 11:59 PM EDT
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4.00 (Ethics , Tax (Federal)) | $169.00 |
James F. Tice, EA
Mr. James Tice is a distinguished leader in the firm’s tax practice. He specializes in organizing, preparing, and supervising complex tax planning and compliance for various tax-exempt organizations and small businesses. Mr. Tice frequently lectures on a wide range of topics, including tax, business, and ethics. He has been actively involved with the Pennsylvania Society of Tax & Accounting Professionals since 2005 and has been enrolled to practice before the IRS since 2012.
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Special Thanks to Premiere Sponsor for this event:
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352