Ohio Chapter Education
2024 Summer Session
This event will offer the following education:
- Congregation and Clergy Tax Issues:
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We will be looking at the church issues as they deal with their employees (clergy and non-clergy) and their income (donor/related and business/unrelated); and the clergy issues, as they deal with their employers, and with their taxes. Presented by Rev. Deb Oskin, EA, FNTPI.
- Tax Planning for Seniors:
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Bring value to your Senior clients through pre-retirement and post-retirement planning. Discuss RMDs and answer the question is it always a good idea to delay them. Discuss the value of working with a client's financial advisor. Presented by Melissa Bowman, EA.
- Social Security Income and Taxes:
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Understand reasons for paying Social Security besides a retirement income. Discuss federal withholding from benefits or estimated payments, which works for your client. Review how to calculate Medicare premiums and why it is important for tax professionals to know. Presented by Melissa Bowman, EA.
- 5329 Exceptions:
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Review allowable exceptions to the 10% early withdrawal penalty for those under age 59-1/2 in regards to distributions. How to determine if your client meets the qualifications for an exception. Presented by Melissa Bowman, EA.
Register Now!
Date & Time:
June 20, 2024
Attendee Check-In: 7:45 a.m. ET
Education: 8:30 a.m. - 5:00 p.m. ET
Location:
Brick House Blue
6605 Longshore St
Dublin, OH 43017
Fees:
Electronic materials are included with registration fees and will be emailed to registrants prior to the event.
A continental breakfast and box lunch are included with registration fees. Snacks, soda, water and hot beverages will also be provided.
Please contact Kathy Nash at 937-717-0910 for hotel block information.
Cancellation Policy:
Cancellations must be submitted to NATP by June 15, 2024 and are subject to a $25 fee.
| Credits/Hours | Field of Study | | |
|---|
|
| 8 | Federal Tax Law Topic | | |
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.
