Second Annual CPA CPE Event

Second Annual CPA CPE Event

By Amy Impellizzeri & BLOCS

Join us for the free BLOCS CPA Training & Cocktails event on Tuesday, October 28, at Lehigh Country Club. Approved for 2.0 CPE Tax Credits.

Date and time

Location

Lehigh Country Club

2319 South Cedar Crest Boulevard Allentown, PA 18103

Good to know

Highlights

  • 2 hours
  • In person

About this event

Business • Finance

Pennsylvania’s Educational Improvement Tax Credit (EITC) and Opportunity Scholarship Tax Credit (OSTC) Programs are unique to the state and have grown and evolved over the last twenty years to include not only corporate tax credit opportunities, but credit opportunities available to individual taxpayers as well. By joining approved Special Purpose Entities, administered by state approved Scholarship Organizations, individual taxpayers can make contributions to private and parochial Pennsylvania K-12 programs and receive up to a 90% Pennsylvania Income Tax Credit for same. An important issue for many clients, this seminar will help CPAs better advise and assist clients looking to contribute through the EITC/OSTC programs. Learn about the latest updates, funding news, and availability of EITC/OSTC opportunities in our community.

Learning Objectives:

After attending this presentation, you will be able to:

  • Recognize the differences between the EITC and OSTC program and advise clients regarding same
  • Distinguish between the application processes for corporate and individual clients at both the state and local levels and navigate both
  • Recall the tax preparation logistics for a donor claiming a credit pursuant to the EITC and/or OSTC programs.


The Major Topics covered in the course include:

  • Overview of the history of the EITC/OSTC program and recent updates
  • Identifying the differences between the EITC and OSTC programs, and the beneficiaries of each
  • Navigating the application processes for both corporate and individual taxpayer clients
  • Tax preparation to include the EITC/OSTC credit
  • Handling frequently asked questions by individual and corporate taxpayers relating to the EITC/OSTC programs.

Level: Basic

Pre-requisites: None

Sponsored by Equinox Benefits Consulting

Organized by

Amy Impellizzeri & BLOCS

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Free
Oct 28 · 2:30 PM EDT