West Central: Ethics and Estate Planning

2 hours Federal Tax and 2 hours Federal Ethics; IRS


Wednesday, September 30, 2026
8:00 AM - 12:00 PM (EDT)

Altoona, Blair County Convention Center


1 Convention Center Drive Altoona, PA 16602 United States
Category: Ethics (Federal) - In Person

Ethics - Circular 230: This program will focus on the foundation of ethics and areas of concern to tax preparers in general ethical situations, as well as the regulations governing practice before the IRS, particularly for tax professionals like Enrolled Agents and CPAs. Appropriate sections of Circular 230 will be reviewed. 

 Estate Planning: This session will give tax professionals a practical overview of estate planning concepts that directly impact client tax strategies. Review of the PA Inheritance Tax and the impact it could have on clients. Participants will learn how to guide clients and navigate changing laws.

Registration Options

Credits Price
Member
Registration Ends 9/29/26 at 4:00 PM EDT
4.00 (Ethics , Tax (Federal)) $69.00
Non-Member
Registration Ends 9/29/26 at 4:00 PM EDT
4.00 (Ethics , Tax (Federal)) $99.00

Robert J. Henkels, CPA

Robert J. Henkels, CPA, is the president of Professional Tax & Accounting Seminars, Inc. He is currently a Senior Tax Manager with Smith, Nale & Company, Inc. He has been a discussion leader for the past 28 years for various organizations. He has received high ratings during this time. Mr. Henkels has 34 years of practical public accounting experience with national, regional and local CPA firms.

Mr. Henkels currently serves as an adjunct professor at LaRoche College teaching individual taxes, business taxes and auditing. He has served as an adjunct professor at Wheeling Jesuit University in the M.B.A. program, Chatham University, Duquesne University, University of Maryland and Montgomery College, MD. He also served as an assistant professor at the Indiana University of Pennsylvania for three years. He has also authored various CPE courses and written numerous articles for newspapers and magazines.

Robert earned his Bachelor's Degree in Accountancy from the University of Maryland, Master's Degree in Educational Administration from Northern Illinois University and a Bachelor's Degree in Education with a math/psychology concentration from Northern Illinois University. He is an active member of the AICPA, the PICPA and the National Society of Public Accountants.

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