WEBINAR: Member Huddle - The Philadelphia Transparency Act
Support for members during busy season - take a break and tune in!
The Philadelphia Transparency Act, enacted in 2024 as Bill No. 240087, mandates that tax preparation service providers provide and disclose their pricing to Philadelphia customers prior to delivering services. This legislation aims to enhance transparency and allow consumers to make informed decisions when selecting tax preparers. 240087 is also intended to combat predatory preparers who charge “exorbitant fees” hidden within claims of “get your refund fast” or “we might be able to qualify you for EITC.”
Learn about the Act’s scope and compliance requirements: who is affected, how to comply and remedies for noncompliance.
Why you should care: While the Philadelphia Transparency Act directly impacts tax preparation services within the city, its emphasis on pricing transparency contributes to a broader discourse on consumer rights and may influence regulatory developments across Pennsylvania.
A template will be discussed.
Member Huddles are brief (30 minutes or less) webinars offered periodically throughout tax season. Timely information when you need it most! For Members Only – No CPE – No Fee. Your access link will be sent to your inbox the day before the scheduled Member Huddle. Can’t make it? All members will receive a link to the Member Huddle for later viewing!
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Member
Registration Ended 3/7/25 at 11:00 AM EST
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James J. Newhard, CPA
Jim has over 41 years servicing small businesses/entrepreneurs, individual, non-profit organizations, and estates & trusts.
His goal is to serve as a catalyst (ideas and options) and problem-solver - roviding traditional, yet extraordinary, tax, accounting and financial reporting compliance, and non-traditional analysis and ideas, planning, strategic guidance, small business advisory, and GAAP & Tax Basis Accounting (Frameworks and Disclosures) Support along and/or Quality Review services to CPA practitioners to help his clients to (1) define their success and goals, (2) identify the strategic action steps towards building success, and (3) implement the plan to achieve success/meet the goals.
Jim's specialties are tax strategies, compliance, preparation, planning & controversy for small business entrepreneurs (federal, state & PA local tax expert), business advisory & strategic planning, financial reporting (Compilation, Review & Attest/agreed-upon procedures), internal accounting (QuickBooks).
Individual services: tax preparation and planning, financial planning & compliance, controversy with taxing authorities (eg: IRS, Dept. of Revenue, Philadelphia, local tax collectors), college and retirement planning.
No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.
For More Information:
150 Corporate Center Drive Suite 205Camp Hill, Pennsylvania 17011
United States 800.270.3352