Don’t Get Squeezed Out!

Small Firms Unite to Leverage YOUR Power! It is truly a small vs. large firm world in the tax and accounting industry.

Which side are YOU on? Regardless of whether you are a CPA, Enrolled Agent or

Tax Preparer, if you are a small firm, PSTAP is the best fit for your practice.

CPE that is Practical for Small Firms – Issues that Matter to YOU!

Why waste your time and money at courses that don’t even pertain to what you do everyday? Our instructors

are from small firms so you can put the information to use in your firm.

Lower CPE Fees than Other Accounting Organizations in Pennsylvania

Our members save an average of $200 annually on CPE (a savings greater than our membership dues); our

fees are already lower than all of our competitors so, you do the math!

The Small Firm Voice in Harrisburg – Protecting YOUR Right to Practice

Often times legislation and regulations that benefit large accounting firms have a negative effect on you. We

provide the small firm perspective and represent your interests in all facets of state government including the

PA legislature, PA State Board of Accountancy, PA Department of Revenue to name a few.

Products & Services Designed Specifically for Small Tax & Accounting Practices

Save on many products and services...Discounts on CCH & Thomson Reuters products, The Tax Book & all

Quickfinder Handbooks, 15% on Verizon Wireless Services (average savings of $15 per month), Office Depot

(online & in-store), professional liability insurance written specifically for small firms and many more….

Join Us and Discover the Many

Benefits of PSTAP Membership.

You Aren’t Just a Number to Us.

We Care About Your Success!

Join PSTAP By November 17th for just $169

Complimentary – RIA Federal Tax Handbook

Yes! I want to join the PSTAP for $169 Complete the enclosed form for the Gear Up 1040 and cut

out this box and attach it to the registration form. Your credit card will be charged $169 for membership

You will not be charged for the RIA Tax Handbook

A PSTAP Membership is A Great Return on Your Investment

Altoona Gear Up 1040 – November 17 & 18, 2014

SPECIAL MEMBERSHIP OFFER

$169 PSTAP Membership (Regular Rate $190)

& FREE RIA Federal Tax

Handbook (List Price: $95)

Leverage YOUR Power – Join Today!

Please print your name legibly as it should appear on your membership certificate

NAME: ___________________________________________________________________________________________________________________________FIRST NAME NICKNAME MIDDLE LAST NAME

PREFERRED MAILING ADDRESS: BUSINESS HOME

BUSINESS INFORMATION: HOME INFORMATION:

___________________________________________________________ _____________________________________________________________FIRM/COMPANY FIRM/COMPANY___________________________________________________________ _____________________________________________________________STREET ADDRESS STREET ADDRESS___________________________________________________________ _____________________________________________________________CITY COUNTY STATE ZIP CITY COUNTY STATE ZIP___________________________________________________________ _____________________________________________________________OFFICE PHONE CELL (UNPUBLISHED) FAX PHONE ___________________________________________________________ _____________________________________________________________E-MAIL E-MAIL___________________________________________________________ WEBSITE ADDRESS

PROFESSIONAL INFORMATION: Certified Public Accountant (CPA) CPA License Number: ________________________________________________________________________

Public Accountant (PA) PA License Number: _________________________________________________________________________

Enrolled Agent (EA) Enrolled Agent Number: ______________________________________________________________________

I have a PTIN PTIN Number: ______________________________________________________________________________

ARE YOU: Self Employed Sole Proprietorship Partnership Corporation

An Employee Public Accounting Firm Industry Government Educator

PLEASE INDICATE YOUR OTHER AFFILIATIONS: NSA NATP NAEA PICPA AICPA IMA PSEA Other _______________________

CHAPTER PREFERENCE: Please see the back of this application for a breakdown by county Buxmont Lehigh Valley Philadelphia/Tri-County South Central West Central Central Northeast Western Pennsylvania Southeast

Please Note: PSTAP MEMBERSHIP DUES ARE PRO-RATED THE SECOND YEAR OF MEMBERSHIP

The PSTAP fiscal year ends June 30th. A check payable to the Pennsylvania Society of Tax & Accounting Professionals should accompany this application, or you may provide credit card information. Membership dues are not tax deductible as charitable contributions. However, 94% of your PSTAP membership dues may be deducted as a business expense. In compliance with the Omnibus Budget Reconciliation Act of 1993, 6% of your dues are allocated to lobbying expenditures and therefore are not tax deductible.

I hereby state that the accompanying statements are correct to the best of my knowledge.

I further state that I will abide by the by-laws of PSTAP and will practice according to the Code of Ethics and Rules of Professional Conduct adopted by PSTAP.

________________________________________________________ ________________________________________________________SIGNATURE DATE

__________________________________________________________________________________________________________________________MEMBERSHIP REFERRAL – If a PSTAP member referred you to us, please let us know. We’d like to thank them.

March 2014/8

CONVENIENT WAYS TO JOIN: Apply Online at www.pstap.org.

Call: 800-270-3352 Fax: 717-737-6847

Mail completed application with payment to: PSTAP, 20 Erford Road, Suite 200A, Lemoyne, PA 17043

If you have any questions about membership please call us toll free at 800-270-3352.

MEMBERSHIP CATEGORIES: (See reverse side for qualifications) Active – $190 Associate – $190 Student – FREE

MEMBERSHIP APPLICATION

PAYMENT METHOD:

Visa Mastercard AMEX Check

Card Number: ____________________________________________

Exp Date: ________________________________________________

CVV*: ___________________________________________________

Signature: _______________________________________________

* 3 digit number on the back of Visa or MasterCard, or 4-digit number on front of AMEX

20 Erford Road, Suite 200A ■ Lemoyne, PA 17043 1-800-270-3352 ■ info@pstap.org ■ www.pstap.org

PSTAP CHAPTERS BY REGION: Please note, the counties covered by each of our chapters is listed below. As a member of PSTAP you may join the chapter of your choice. If you do not indicate a chapter preference on the front of this application, you will be assigned based on your geographical location. ■ Buxmont – Bucks & Montgomery counties. Meetings at Williamson’s Restaurant in Willow Grove ■ Central – Carbon, Lancaster, Lebanon and Schuylkill, also parts of Berks, Chester, Delaware, Lehigh, Luzerne,

Northumberland & Montgomery counties Meetings at Eden Resort, Lancaster or at the Inn at Reading, Wyomissing ■ Lehigh Valley – Carbon, Lehigh & Northampton counties, also parts of Berks, Bucks & Monroe counties. Meetings at the

Best Western, Bethlehem ■ Northeast – Lackawanna, Pike, Susquehanna & Wyoming counties, also parts of Luzerne & Monroe counties. Meetings at

the Woodlands Resort, Scranton ■ Philadelphia Tri-County – Chester, Delaware, Philadelphia. Meetings at Springfield Country Club, Springfield ■ South Central – Adams, Cumberland, Dauphin, Franklin, Perry, York. Meetings at Clarion Hotel, New Cumberland ■ Southeast – Chester & Delaware counties. Meetings at D’Ignazio’s Towne House, Media ■ West Central – Blair, Bradford, Cambria, Centre, Clinton, Columbia, Lycoming, Mifflin, Montour, Sullivan, Tioga and Union

counties, also parts of Bedford & Clearfield counties. Meetings at the Casino at Lakemont Park, Altoona ■ Western Pennsylvania – Allegheny, Butler, Crawford, Erie, Fayette, Greene, Lawrence, McKean, Mercer, Somerset, Warren

and Westmoreland counties, also parts of Bedford & Clearfield counties. Meetings at Four Points Sheraton, Cranberry Township

ACTIVE MEMBERSHIP (Section 2) (Please check all applicable boxes)To be eligible for ACTIVE MEMBERSHIP in this society, an applicant must meet the requirements in Subsection 2A or oneof the requirements under Subsection 2B:

Subsection 2A - Possess a valid license as a Public Accountant or Certified Public Accountant as defined in the CPA LAW, Act 140 of the Commonwealth of Pennsylvania.

Subsection 2B - Active Membership a. Be accredited in Accountancy or Taxation by the Accreditation Council for Accountancy.

b. Be enrolled to practice before the Internal Revenue Service.

c. Possesses a B.S. degree in accounting or business administration with at least 12 semester hours in accounting.

d. Possesses an associate degree with a major in accounting.

e. An individual with five years experience as a principal in accounting in his/her own firm, a partner or officer in an accounting firm or an employee holding a responsible accounting position in an accounting firm.

All active members shall be required to obtain a minimum of 24 hours of continuing professional education annually. Those active members holding a valid Certified Public Accountant or Public Accountant license or those who are enrolled agents must obtain the minimum amount of continuing professional education required by their respective regulating body. Active members must obtain ethics as required by their regulating body or 2 hours annually.

ASSOCIATE MEMBERSHIP (Section 3)To be eligible for ASSOCIATE MEMBERSHIP in this society, an applicant must not meet any of the requirements under Subsection 2A or 2B, and must meet the requirements of any one of the following subsections.

Individuals or employees of accounting firms or tax practitioner firms who do not meet any of the qualifications in Subsection 2A or 2B.

Individuals in government, financial institutions, private sector business, non-profit entities or educational institutions whose primary duties are in the field of accountancy or taxation and do not have any of the qualifications in Subsection 2A or 2B.

All Associate members shall be required to obtain a minimum of 15 hours of continuing professional education annually. Associate members must obtain 2 hours of ethics credits annually.

STUDENT MEMBERSHIP (Section 4) To be eligible for STUDENT MEMBERSHIP in this society, an applicant must be a full-time student pursuing a course of study in accounting, business administration, or related subjects in a college, university or business school. A full-time student is a person who is enrolled for the number of hours or courses the school considers full-time attendance. A person is not a full-time student if attending school only at night. (Full-time student is defined by IRC Reg. Section 1.151-3(b).)

________________________________________________ ________________________________________________SCHOOL MAJOR

Mail to: 20 Erford Road, Suite 200A, Lemoyne, PA 17043

Join online at www.pstap.org

Affiliated with the National Society of Accountants.

November 17-18, 2014

Altoona, Casino at Lakemont Park 300 Lakemont Park Boulevard, Altoona, PA 16602

1040 Tax Seminar

2014 Gear Up 1040 Seminar

This comprehensive course covers key tax is-sues for completing complicated Individual returns. All topics include coverage of new legislation, revenue rulings and procedures, as well as case law to help the busy practition-er keep current. Speakers are all practicing preparers who share practical tips and in-sights to help you get ready for this tax sea-son. Some of the specific topics for the 1040 seminar include: • Complete coverage of new tax rates for high-er income taxpayers • Return of the phase-out of itemized deduc-tions and exemptions • New Medicare taxes effective in 2014 • Health care insurance penalties effective in 2014 • Permanent and temporary extensions • Updated information on Form 1099 • Changes to the IRS Voluntary Classification Settlement Program • Due diligence requirements for claiming the EIC • Changes to Circular 230 and other IRS pre-parer requirements • Business and energy extenders • Reporting foreign financial assets on Form 8938 • Good news on AMT and transfer taxes • Safe harbor deduction for home offices

Seminar Schedule

7:30 AM-8:00 AM Registration

8:00 AM-4:30 PM Seminar

Course Fee Includes: Continental Breakfast, lunch,

coffee breaks, comprehensive course manual, CD ROM,

& 16 hours CPE Tax (Federal).

Cancellations received before 11/10/2014 refunded in full, 11/11 through 11/16 will be refunded less a $75 service fee; No Shows are Ineligible for Refunds.

Gear Up 1040 Tax Seminar-Altoona One Registration Form Per Person-Photocopies accepted

Course: 0111014/ IRS E35SR-T-00093-14-I

COURSE FEE: PSTAP Members $275

Non Members $365 Join & Save!

Name: ____________________________________________ Address: __________________________________________ Email: ____________________________________________

Confirmations Sent Via Email Only PSTAP #: ___________________

Check payable to: PSTAP is enclosed.

MasterCard Visa AMEX Card #____________________________________Exp ___________ CVV#______________ (3 digits on back of card-required)

Signature:__________________________________________ Pennsylvania Society of Tax and Accounting Professionals 20 Erford Road, Suite 200A Lemoyne, PA 17043 1-800-270-3352 FAX: 717-737-6847 Gear Up Altoona 2014

REGISTER ONLINE

www.pstapcpe.com

Questions??? - 1-800-270-3352

The PSTAP is an approved sponsor by the Pennsyl-

vania State Board of Accountancy—PX000501L,

the New Jersey State Board of Accountancy—

20CE0015920NJ, the New York State Board of Ac-

countancy—002280 and the IRS– E3S5R.

PENNSYLVANIA SOCIETY OF TAX & ACCOUNTING PROFESSIONALS

20 ERFORD ROAD, STE. 200A

LEMOYNE, PA 17043

Return Service Requested

Gear Up 1040 Seminar—Altoona

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SAME GREAT

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