CPE Course Information
General Information
Course Number: | 041009 |
Course Title: | Ethics & Form 1099-R Box by Box -- Federal and PA Taxation |
Description: | Ethics: This course will provide federal tax return preparers with a thorough and comprehensive overview of the ethical requirements of Circular 230 and other relevant standards of conduct. The discussion will include the sometimes conflicting duties preparers owe to both the taxpayer and the Internal Revenue Service, detail the standards of competency under Circular 230 Section 10.35, and offer guidance on protection of confidential client information. This course will feature practical scenarios involving client and IRS relations and offer guidance on how to navigate sometime sticky ethical questions.1099-R Box by Box Federal Taxation – 2-hour Federal Tax – Basic - Prerequisite: Basic Tax Preparation Knowledge This course will review the various types of income reported on Form 1099-R and the different types of the form preparers will see in practice. We will explore each box of Form 1099-R, what it represents, and the ramifications for federal taxation. There will be an in-depth review of codes in box 7. 1099-R PA Taxation – 1-hour Other Tax – Basic – Prerequisite: Basic PA Tax Preparation Knowledge This course will review the various types of income reported on Form 1099-R and the different types of the form preparers will see in practice. We will explore each box of Form 1099-R, what it represents, and the ramifications for PA taxation, which can be very different from the federal treatment. There will be a review of codes in box 7 as well, their meaning for PA taxation, and how to calculate the taxable amount. Registration - 2:30 p.m., CPE 3-6 p.m., Dinner - 6-7:00 p.m., CPE - 7-9:00 p.m. Employee of member rate is $70. |
Speaker: | James Tice, EA & Mary Lew Kehm, CPA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Lehigh Valley Chapter |
Date: | 10/15/2019 |
Number of Days: | 1 |
Location: | Center Valley, Homewood Suites by Hilton Allentown Bethlehem |
Address: |
3350 Center Valley Parkway Center Valley, PA 18034 |
CPE Credits: |
2 Credits Tax (Federal)
1 Credits Tax (Non Federal) 2 Credits Ethics (Federal) |
Host Chapter(s): | Lehigh Valley |
Meal: |
Day 1 Choices Chicken Piccata Beef Medallions (Veg. option) Vegetarian |
Registration Information
Registration Begins: | 2:30 p.m. |
Start Time: | 3:00 p.m. |
End Time: | 9:00 p.m. |
Pricing
PSTAP Member Rate: | 60.00 |
Non-Member Rate: | 80.00 |
Cancellation Policy
No show, no refund. Contact Treasurer ASAP. |
Additional Information
Directions to all CPE Locations |
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