South Central: Ethics & Education Planning Using 529 Plans
2 hours Federal Ethics & 2 hours Federal Tax; IRS:
Camp Hill, Camp Hill Corporate Center (formerly Deloitte Building)
300 Corporate Center Drive Camp Hill, PA 17011-1744 United States
Members Only shredding event will take place after this meeting from 12 - 2 p.m. in the 300 Camp Hill Corporate Center Drive parking lot. To ensure availability, please plan to arrive at 12 p.m.
Education Planning Using 529 Plans – 2 hours federal tax – Intermediate – Prerequisite: Knowledge of education credits, deductions, and exemptions required, as well as basis income tax preparation experience.
This session will take an overview of the world of 529 college savings plans as a vehicle for education planning. Planning for all stages, contributions though withdrawals will be covered. Income, estate, and gift taxes will be covered.
Ethics for Tax Preparers - Statements on Standards for Tax Services (SSTS) – 2 Hours Federal Ethics – This session will cover the newly updated AICPA Statement on Standards for Tax Services (SSTS) as well as coverage of Circular 230 challenges for local tax preparers.
Registration Options
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Registration Options
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Credits | Price |
|---|---|---|
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Member
Registration Ends 10/15/26 at 11:59 PM EDT
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4.00 (Ethics , Tax (Federal)) | $60.00 |
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Employee of Member
Registration Ends 10/15/26 at 11:59 PM EDT
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4.00 (Ethics , Tax (Federal)) | $65.00 |
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Non-Member
Registration Ends 10/15/26 at 11:59 PM EDT
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4.00 (Ethics , Tax (Federal)) | $70.00 |
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:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352