​​​​​​​​​​​Pennsylvania Chapter Education

PA Chapter Annual Conference

This event will offer the following education:

• One Big Beautiful Bill: OBBBA and Beyond
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  This program provides tax professionals with a comprehensive overview of the One Big Beautiful Bill Act (OBBBA) and its sweeping changes to the Internal Revenue Code. Attendees will examine updates to individual and corporate tax rates, deductions, credits, and exclusions, along with estate and gift tax modifications. The program also explores key business provisions, international tax reforms, and adjustments affecting tax-exempt organizations. Through detailed analysis and practical application, participants will gain the knowledge needed to advise clients, ensure compliance, and implement effective tax strategies under the new law. Presented by John Sheeley, EA.
• Short-Term Rentals: Tax Rules, Deductions, and Planning Strategies
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  This Program provides tax professionals with a practical overview of short-term rental taxation under the Internal Revenue Code. Topics include the 14-day rule, personal vs. rental use classification, Schedule C vs. Schedule E reporting, and expense allocation. Participants will explore deduction limits, material participation, and the "short-term rental loophole." Real-world examples and case studies emphasize due diligence, documentation, and compliance. The Program equips practitioners to distinguish between personal, passive, and active rental use, calculate deductions accurately, and apply IRS safe harbors, ensuring accurate reporting and client representation. Presented by John Sheeley, EA.
• The IRS and Taxation of Social Media Influencers
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  Social media itself fuels inaccurate and even fraudulent information on tax deductions which are allowed to those generating content. The Service sees these 'creators' and 'influencers' as entertainers. A thorough body of law, regulation and Tax Court cases well defines the tax treatment of income and expenses of these taxpayers. The program introduces cites and discusses the March 2023 Entertainment Audit Technique Guide. Presented by John Sheeley, EA.
• PA Individual and Business Taxes
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  This course will review Department Updates, Interacting with the Department, and Individual Tax Updates with the Pennsylvania Department of Revenue. Presented by Alicia Gonse, Jane McCurdy & Donald Bianchi.
• Covering Your Bases - Mitigating Cybersecurity Risks
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  This one-hour session explores the NIST Cybersecurity Framework 2.0 and outlines six critical steps to mitigate cyber risk, providing a practical model for protecting tax and accounting practices. Presented by Hunter Hopkins.
• WISP Training
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  This one-hour session provides templates and step-by-step guidance to create a Written Information Security Plan that supports compliance with the GLBA and FTC Safeguards Rule. Presented by Hunter Hopkins.

Register for event​

Register for event with guest meal

Date & Time:

Location:

Fees:

Early pricing ends October 31, 2025.
Registration includes meals. A guest meal for the annual banquet dinner may be purchased for a $55 fee.
Electronic materials are also included. Information on electronic materials will be emailed to participants prior to the conference.

Cancellation Policy:

Cancellations must be submitted to NATP by November 7, 2025, and are subject to a $50 fee.

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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