2020 Tax Practitioner National Income Tax Workshops

We are pleased to announce the return of the Pennsylvania Tax Institutes, Inc. (PTI) 2020 Tax Practitioner National Income Tax Workshops, including the annual Land Grant University (LGUTEF) "2020 National Income Tax Workbook".

Two-Day Federal Income Tax Seminars
(Based on the LGUTEF 2020 National Income Tax Workbook)

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PTI will be conducting a series of two-day educational seminars in Pennsylvania, Maryland and Delaware. The two-day seminar is an intensive study of the federal tax law and regulations governing individuals, small businesses, farms and forestry.

These two-day seminars have been approved for the following continuing education credits:

• CPAs: 16 hours of federal income taxation (includes 2 hours of Ethics); PA Board of Accountancy; National Association of State Boards of Accountancy (NASBA)
• Enrolled Agents: 16 hours of federal income taxation (includes 2 hours of Ethics); IRS approved
• CFPs: 14 hours of General Session credits
• Attorneys: 13 hours (11 General Session, 2 Ethics) Pennsylvania Continuing Legal Education Board
  • IMPORTANT UPDATE - please note that the webinars do NOT qualify for Attorney CLE
• Other Tax Practitioners: 11 hours of Tax Law, 3 hours of New Tax Law Updates and 2 hours of Ethics; IRS approved

Each attendee of these two-day seminars will receive a personal copy of the National Income Tax Workbook, in addition to a searchable CD containing prior years' editions of the workbook. This publication is used at Land Grant University income tax seminars throughout the United States. It is completely rewritten each year to incorporate the most current tax laws and appropriate guidance. Lunches, as well as morning and afternoon refreshments, are also provided at our two-day seminars.

Prerequisites:	Working knowledge of federal income tax laws and regulations
Advanced Preparation:	None required
Program Level:	Intermediate
Delivery Method:	Group-Live

One-Day Pass-Thru entity / Individual & Business Income Tax Update Seminar

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In addition to our two-day federal income tax seminars, PTI will also be presenting a series of one-day seminars. These seminars will address several timely topics. Although these seminars remain on our schedule, the measures that have been enacted by the government to mitigate the effects of the Coronavirus pandemic may force the closure of these seminars. If this is the case, all registration fees will be refunded in full.

• Pass Thru Entity - Mark Ribas, a practicing CPA with over 39 years of experience with the Internal Revenue Service, will guide you thru the important aspects of forming, operating and preparation of the tax returns for a Subchapter S Corporation and a partnership. In addition, he will clarify how the owner’s basis is maintained for each of these entities. Finally, Mark will provide guidance on how to arrive at the correct compensation that should be paid by a Subchapter S to the owner/employees. This discussion will make up the morning (4 hour) session of this all-day seminar.
• Individual and business tax updates - In the 4-hour afternoon session, Mark will lead you thru an interesting array of topics including an in-depth discussion of the recently passed Secure Act. This new law made changes to the taxation of retirement plan distributions that may affect a great many of your clients. In addition, Marks will provide a detailed presentation on all of the recent legislation that has been enacted to mitigate the effects of the Coronavirus pandemic.

These one-day seminars will award the following continuing education credits:

• CPAs: 8 hours (4 hours if attending one session) of federal income taxation for each session attended; PA Board of Accountancy; National Association of State Boards of Accountancy (NASBA)
• Enrolled Agents: 8 hours (4 if attending one session) hours of federal income taxation for each session attended; IRS approved
• Attorneys: 6.5 hours (General Session) Pennsylvania Continuing Legal Education Board
  

Prerequisites:	Working knowledge of federal income tax laws and regulations
Advanced Preparation:	None required
Program Level:	Intermediate
Delivery Method:	Group-Live

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PTI also continues its association with FastForwardAcademy, Inc (FFA) to ensure that you have access to the best test preparation training material on the market. The Annual Filing Season Program (AFSP) being sponsored by the IRS should be a consideration this year. If you are a non-credentialed preparer, you will be unable to represent your clients in discussions with the IRS unless you are a member of the AFSP. FFA test preparation training materials will enable you to attain your goal of increasing your professional credentials including the AFSP. Please visit our Professional Development page for this exciting information.

We look forward to serving you again this year!