Continuing Professional Education
Fall 2009 Programs
Info: Theresa Bloom, 215-881-7402 | register
11/21/09 (S)
Tax Planning for Contemporary Families
Instructor: Brinker, Thomas M., Jr., CPA/PFS, ChFC, CFE, AEP
Time: 10:30am-12:30pm
Location: Penn State Abington, 108 Lares Building
Program Cost: $45, or take both morning programs for $85, includes continental breakfast
Credit:
CPE- 2 Tax
CLE- 2 Sub.
CFP- 2 Live
CEU- 0.2
Program Description:
This seminar reviews the financial and tax planning issues confronted in special circumstances: such as planning for couples contemplating divorce, the dependency exemption, non-traditional families and couples, parents of children with special needs, and unique estate planning issues that pertain to these special circumstances (e.g., special needs trust).
As the definition of "family" expands, CPAs and other financial advisers need to understand the income and estate tax planning opportunities available in assisting families in planning for their unique situation.
This seminar will enable participants to assist clients in maximizing their deductions and credits and educate practitioners working with complex family scenarios that are encountered in today’s practice.
Instructor:
Thomas M. Brinker, Jr., CPA/PFS, ChFC, CFE, AEP is Professor of Accounting at Arcadia University (formerly Beaver College) in Glenside, PA. He also serves as Coordinator for the Accounting Program in the Departments of Business/Health Administration and Economics. He is a graduate of Saint Joseph’s University, where he graduated cum laude. He also holds Masters degree in Taxation (M.S.T.) and Accounting (M.S.A.) from Widener University, a Juris Doctorate in International Law from Columbia Pacific University, where he received the distinction of “Outstanding Graduate” in his class. Mr. Brinker is a member of the American and Pennsylvania Institutes of Certified Public Accountants, the International Bar Association, and the Caribbean Bar Association. In addition to presenting nationally and internationally on tax topics, he has published dozens of articles in numerous journals, including The Journal of International Taxation, The Tax Advisor, The CPA Journal, The Journal of Practical Estate Planning, and The Journal of Financial Services Professionals.
Mr. Brinker is an Adjunct Professor of Taxation in the graduate and professional programs of both The American College and Philadelphia University. Prior to receiving his appointment at Arcadia University, Mr. Brinker served as an Adjunct Professor of Accounting and Taxation throughout the Philadelphia area. He has taught in the undergraduate and graduate programs of Saint Joseph’s University, West Chester University, and Widener University. He has received awards for teaching excellence, including the Lindback Foundation Award for Distinguished Teaching, and lectures primarily in the financial accounting and individual tax areas. Prior to co-founding his CPA firm, Mr. Brinker was a member of both the audit and tax departments of Cooper & Lybrand and Arthur Young & Company. He is currently a Tax Consultant at a suburban Philadelphia CPA firm. His practice concentrates in tax planning and compliance for individuals and businesses.