CPE Catalog

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- Live/In-person

- Statewide Chapter Webinars

- State Sponsored Webinars

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AllLive/In-personWebinar

Accounting Programs

	Date	Days	Title	Location	Credits	Space available	Type
Select	06/08/2021	1	WEBINAR: Ethics – Conflicts of Interest and Fraud Detection & Prevention for Businesses & Non-Profits (Phila Tri County ChapteEvent) - 4 hours	Webinar	2	Yes
Select	06/23/2021	1	WEBINAR: Surgent Non-GAAP Financial Statement Options: Cash, Modified Cash, and Tax Basis - Co Sponsored Event - 4 hours	Webinar	4	Yes
Select	07/20/2021	1	WEBINAR: Surgent Financial Reporting Implications of the COVID-19 Pandemic - Co Sponsored Event - 4 hours	Webinar	4	Yes
Select	09/21/2021	1	WEBINAR: Jennings-Tax Speaker Accounting & Auditing - Co Sponsored Event - 8 hours	Webinar	8	Yes
Select	10/19/2021	1	WEBINAR: Gear Up Thomson Reuters Accounting & Auditing - Co Sponsored Event - 8 hours	Webinar	8	Yes
Select	11/30/2021	1	WEBINAR: Loscalzo Accounting & Auditing - Co Sponsored Event - 8 hours	Webinar	8	Yes

Tax (Federal) Programs

	Date	Days	Title	Location	Credits	Space available	Type
Select	05/25/2021	1	WEBINAR: Fiduciary Income Tax Return Basics Federal 1041 & PA-41; PA Inheritance (REV-1500) Overview (Phila Chapter Event) - 4 hours	Webinar	2	Yes
Select	07/20/2021	1	Recent Tax Legislation Update	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	2	Yes
Select	08/10/2021	1	WEBINAR: Federal Tax Update (Phila Chapter Event) - 4 hours	Webinar	4	Yes
Select	08/17/2021	1	WEBINAR: Gear Up Thomson Reuters 1041 - Co Sponsored Event- 8 hours	Webinar	8	Yes
Select	09/21/2021	1	IRAs Start to Finish	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	4	Yes
Select	09/28/2021	1	WEBINAR: Gear Up Thomson Reuters Business Entities - Co Sponsored Event - 8 hours	Webinar	8	Yes
Select	10/26/2021	1	WEBINAR: Jennings-TaxSpeaker Federal Tax Update Corporations & Partnerships - Co Sponsored Event - 8 hours	Webinar	8	Yes
Select	10/28/2021	2	Gear Up Thomson Reuters 1040 Individual Tax Seminar	Gettysburg, Wyndham Hotel	16	Yes
Select	11/04/2021	2	WEBINAR: Gear Up Thomson Reuters 1040 Tax - Co Sponsored Event - 16 hours	Webinar	16	Yes
Select	11/08/2021	2	Gear Up Thomson Reuters 1040 Tax Seminar	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	16	Yes
Select	11/15/2021	2	Jennings-TaxSpeaker 1040 Tax In Depth Seminar	Camp Hill, Radisson Hotel Harrisburg	16	Yes
Select	11/17/2021	2	Jennings-TaxSpeaker 1040 Tax In Depth	Wilkes Barre, Woodlands Resort	16	Yes
Select	12/06/2021	2	WEBINAR: Jennings-TaxSpeaker 1040 Tax - Co Sponsored Event - 16 hours	Webinar	16	Yes
Select	12/07/2021	1	2021 Tax Planning & Update	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	4	Yes
Select	12/14/2021	1	WEBINAR: Year End Tax Update (Phila Chapter Event) - 4 hours	Webinar	4	Yes

Tax (Non Federal) Programs

	Date	Days	Title	Location	Credits	Space available	Type
Select	06/22/2021	1	IN-PERSON & WEBINAR: Social Security Planning In-Person & Webinar (Buxmont Chapter Event) - 2 Hours	In-Person: Pinecrest Country Club	2	Yes
Select	01/18/2022	1	Local Taxes	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	2	Yes
Select	05/25/2021	1	WEBINAR: Fiduciary Income Tax Return Basics Federal 1041 & PA-41; PA Inheritance (REV-1500) Overview (Phila Chapter Event) - 4 hours	Webinar	2	Yes
Select	05/18/2021	1	WEBINAR: PA Inheritance Tax (Lehigh Valley Chapter Event) - 2 hours	Webinar	2	Yes

ETHICS Programs

	Date	Days	Title	Location	Credits	Space available	Type
Select	06/08/2021	1	WEBINAR: Ethics – Conflicts of Interest and Fraud Detection & Prevention for Businesses & Non-Profits (Phila Tri County ChapteEvent) - 4 hours	Webinar	2	Yes
Select	11/16/2021	1	Ethics	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	2	Yes

Other Programs

	Date	Days	Title	Location	Credits	Space available	Type
Select	05/25/2021	1	WEBINAR: Top Defined Contribution Trends and Developments (Buxmont Chapter Event) - 2 Hours	Webinar	2	Yes
Select	06/08/2021	1	WEBINAR: CDC Guidance - An Update on What Employers Need to Know - State Sponsored - 1 hour	Webinar	1	Yes
Select	06/10/2021	1	WEBINAR: How Secure Are You? Protecting Client Data in 2021–The Struggle is Real - State Sponsored - 1 hour	Webinar	1	Yes
Select	06/15/2021	1	WEBINAR: Jennings-TaxSpeaker Best of Tax Planning and Retirement Ideas for Individuals - Co Sponsored Event - 8 hours	Webiar	8	Yes
Select	06/15/2021	1	Market Outlook & Investment Tax Strategies and Business Succession Planning for Small Business Owners	Center Valley, Homewood Suites by Hilton Allentown Bethlehem	2	Yes
Select	06/16/2021	1	WEBINAR: Microsoft Outlook - Productivity Tips & Techniques with Email - State Sponsored - 1 hour	Webinar	1	Yes
Select	06/17/2021	1	WEBINAR: Financial Journey of Women - State Sponsored - 1 hour	Webinar	1	Yes
Select	06/24/2021	1	WEBINAR: Add Financial Services & Grow Your Practice - Futurize Your Firm by Adding More Value to Your Clients - State Sponsored - 1 hour	Webinar	1	Yes
Select	06/30/2021	1	WEBINAR: Adobe Acrobat - Time-Saving Tips and Tricks Everyone Should Know - State Sponsored - 1 hour	Webinar	1	Yes
Select	07/08/2021	1	WEBINAR: Behavioral Finance - State Sponsored - 1 hour	Webinar	1	Yes
Select	07/14/2021	1	WEBINAR: Reverse Mortgages-What Can You Expect? - State Sponsored - 1 hour	Webinar	1	Yes
Select	08/12/2021	1	WEBINAR: Role of a Trustee - State Sponsored - 1 hour	Webinar	1	Yes
Select	09/28/2021	1	WEBINAR: Privacy Act and Disclosure Laws including what are the rules for IRS sharing information with 3rd parties - State Sponsored - 1 hour	Webinar	1	Yes
Select	09/30/2021	1	WEBINAR: Planning Strategies Involving the SECURE Act - State Sponsored - 1 hour	Webinar	1	Yes
Select	10/28/2021	1	WEBINAR: Planning the Ideal Retirement - State Sponsored - 1 hour	Webinar	1	Yes
Select	12/09/2021	1	WEBINAR: Aging Gracefully - State Sponsored - 1 hour	Webinar	1	Yes