Pennsylvania Chapter Education

2023 Annual Conference

This event will offer the following education:

• PA Dept of Revenue:
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  PA MYPATH issues and enhancements and PA individual tax updates presented by Donald Bianchi & Alicia Gonse.
• Local Tax:
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  Local tax issues and updates presented by James Hunt, Berkheimer Tax.
• Savings Bonds and Taxes:
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  Savings Bonds and Common as well as rare tax issues as they relate to 1040. We will explore how to use savings bonds to you and your client's best advantage. Be it for education or just savings, bonds are very versatile. We all know they are not taxed by the states, but we will also explore when they are not taxable to the federal government. Presented by Helen O'Planick, EA.
• IRS Hot Topics and Updates:
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  Employee Retention Credit eligibility, tax law changes for 2023, 1099-K reporting, Clean Energy Credits, Information Returns Intake System and late breaking news presented by Richard Furlong, senior stakeholder liaison, Internal Revenue Service.
• Cyber Security, Policy and Safeguards:
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  Cyber security, implementing security policies and safeguards presented by Brad Messner, EA.

Register Now!

Date & Time:

November 13-14, 2023
Attendee Check-In (both days): 7:30 a.m. ET
Education on Nov. 13: 8:00 a.m. - 5:00 p.m. ET
Annual Meeting on Nov. 13: 7:00 p.m. - 9:00 p.m. ET
Education on Nov. 14: 8:00 a.m. - 3:00 p.m. ET

Location:

Best Western Premier, The Central Hotel
800 East Park Drive
Harrisburg, PA 17111
717-561-2800
There is a room block, but no code is needed.

Fees:

Early pricing available until October 13, 2023

Registration includes electronic materials. These will be sent to registrants one week prior to the event. Paper materials may be purchased for a $140 fee.

Registration includes breakfast, snacks and lunch both days. Dinner on November 13 is also included. A guest dinner may be purchased for a $40 fee.

Cancellation Policy:

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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