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PA Department of Revenue Updates
- Instructor
- Alicia Gonse, Donald Bianchi
- Duration
- 5 hours
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Department Updates, Interacting with the Department, and Individual Tax Updates.
Details
IRS UPDATES
- Instructor
- Richard Furlong, IRS Stakeholder Liaison
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Latest Developments in IRS Online Accounts (Individual, Business Tax Account, Tax Pro Account) IRS new "Automatic Exemption for Penalty" administrative relief program Trump Accounts: Latest Developments as this new wealth building program moves forward with guidance & resources Qualified Tips and Qualified OT reporting on 2026 tax returns: changes in IRS processing from past filing season IRS implementation of the "No Checks" initiative during 2027 filing season Late breaking IRS news Q & A with Stakeholder Liaison.
Details
Ethics
- Instructor
- Helen O'Planick, EA
- Duration
- 50 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Our clients like to give us information that is, at times, a little off. Ethically, we need to know the right questions to ask. We will role play with these issues
Details
Social Security Secrets
- Instructor
- Helen O'Planick, EA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
We will take a look at the different ways you can collect from Social Security for your clients. Learn what might benefit them and their families and take away some of the mysteries.
Details
Should I hire my kid?
- Instructor
- Helen O'Planick, EA
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
My kids help me in my business; can I hire them? What are some pitfalls to watch out for? Who benefits? We will look at childhood from the most adorable baby to the moody, rebellious, and awkwardness of age 18!
Details
Tax Issues for Older Taxpayers
- Instructor
- Helen O'Planick, EAN
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Want to retire at 50? Maybe! Want to retire before the age of 60? It is possible! Want to not have to take an RMD? We can work it out for most! Still have an HSA? What about portability issues at death? All this and so much more!
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Pennsylvania NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: D6GH5
See our CPE sponsor page for more information on reporting.