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Pennsylvania Chapter Education

PA-40 & Locals Line by Line

At the end of this session the attendees will be able to prepare a basic PA-40, PA schedules, and local tax returns. Seasoned preparers will get an excellent refresher and/or gain valuable knowledge to prepare our state and local taxes.


7:30 am - 8:00 am Registration
8:00 am - 5:00 pm Education

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Annual Meeting & Conference

Please join us Nov. 8 - 9, 2018 at the Grantville Holiday Inn.
Day 1 features:
David Braden from PA Depart. of Revenue
Mr. Hunt from Berkheimer Tax Administrator
Richard Frulong, IRS Stakehold Liaison.
Added bonus that evening after annual meeting is round table discussion topics of: Paperless Office, Employee vs. Contractor, and Client Representation.

Day 2 offers Two Education Tracks:
Track 1:
8 hours of S-Corps with Marilyn Ayers
Track 2:
4 hours Intro to Fixed Assets with Patty Turner
2 hours Value Added Services with Tina Pittman
2 hours Substantiation with Patti Blum.
Day 2 attendees with get materials for both tracks.

Register Day 1 Only!
Register Day 2 Only!
Register Both Days!
Registration Form


CPE: 10

Date & Time:

Nov. 8 - 9, 2018
7:30 am - 8:00 am Registration & Continental Breakfast
8:00 am - 4:45 pm Education
Nov. 8, 2018
6:00 pm - 7:30 pm Annual Meeting
8:00 pm - 9:00 pm Round Table Discussions

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Previous Events

Annual Conference and
Membership Meeting
Nov. 2017Carlisle
Farm Topics and
Farm Succession Planning
Oct. 2017East Earl
Introduction to PA
State & Local Taxes
Sept. 2017Erie
Basic Course Sept. 2017Erie
Form 1041/PA41 &
Elder Issues
Sept. 2017State College

PA Chapter Website

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