Federal Fiduciary Income Tax Workshop: Including Related Pennsylvania Fiduciary Income Tax Issues

    Federal Fiduciary Income Tax Workshop: Including Related Pennsylvania Fiduciary Income Tax Issues

    SeminarAugust 21, 2025|8:30 am - 4:40 pm EDT
    6.5 Credit Hours

    Credits

    Accountants
    8.0 CPE Credits

    Attorneys
    6.5 CLE Hours

    IRS Enrolled Agents
    8.0 CE Credits

    CFP Board - Certified Financial Planner Board of Standards
    8.0 CE Hours (Tax Planning)

     

    Continuing Education Information

    This course is open to the public and offers accountants 8.0 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based or group live CPE credits in the area of Taxes. Knowledge in federal taxation is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.

    HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

    This course offers 8.0 continuing education credit hours for IRS enrolled agents and other tax return preparers under Treasury Department Circular #230 Section 10.6(g). HalfMoon Education Inc. is a CFP Board-registered continuing education sponsor. The Certified Financial Planner Board of Standards, Inc. has granted 8.0 continuing education credit hours to the course.

    HalfMoon Education is an approved CLE provider for Pennsylvania attorneys (No. 1613) with the Supreme Court of Pennsylvania Continuing Legal Education Board; this course offers 6.5 CLE hours to Pennsylvania attorneys. New Jersey attorneys may obtain CLE credits with the New Jersey Supreme Court Board on Continuing Legal Education through reciprocity; please see Board rules for more information.

    Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course, respond to prompts, and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).

    *On-Demand Credits*

    The preceding credit information only applies to the live presentation. This course in an on-demand format is not pre-approved by any organizations or licensing boards.

    | John W. Metzger + 1 Other Speaker

    Speakers

    John W. Metzger

    Partner at Metzger and Spencer, LLP

    Mr. Metzger is currently a partner in the Lancaster firm of Metzger and Spencer, LLP, where he practices in the areas of taxation, probate, trusts, estate planning, business entities, real estate, orphans court practice, orphans court litigation and zoning law. Mr. Metzger previously served as the tax partner of the law firm May, Metzger and Zimmerman, LLP where he had practiced for a number of years. He received his B.A. degree, cum laude, from the University of Richmond and his J.D. degree from Temple University School of Law. Since 1990, he has been chairman of the Lancaster Township Zoning Hearing Board. Mr. Metzger is a member of the Elderly Referral Committee, the Fee Dispute Committee, the Awards Committee (chairman), the Diversity Committee, and the Corporate and Business Law Committee of the Lancaster Bar Association. He is also a member of the Pennsylvania Bar Association’s Corporate, Banking and Business Law Section and Real Property, Probate and Trust Section.

    Patti Spencer

    Partner at Metzger and Spencer, LLP

    Ms. Spencer has been practicing law for 35 years and continues to focus her practice on estate planning, probate, trusts, taxation, and closely-held business issues. She often works as a consultant to other attorneys and financial professionals in estate planning, trust and taxation matters as well as serving as an expert witness in fiduciary litigation. Before founding Spencer Law Firm in 1996, Ms. Spencer was the head of the Personal Trust Department at a regional bank in Pennsylvania before returning to private practice in 1996. She is currently a partner in the Lancaster firm of Metzger and Spencer LLP. Ms. Spencer graduated summa cum laude from Dickinson College and received her J.D. and LL.M. degrees in Taxation from Boston University School of Law. She is a member of the Pennsylvania and Massachusetts bars. She taught Estate and Gift Tax Law in the Boston University School of Law Graduate Tax Program for eight years. Her column, Taxing Matters, appeared weekly in the “Business Monday” section of the Lancaster Intelligencer Journal for 14 years. She is a frequent lecturer and is the author of numerous articles on estate planning topics. Ms. Spencer was named one of Pennsylvania’s Top 50 Business Women for 2000 and has been elected as a fellow to the American College of Probate and Trust Counsel. A new edition of Your Estate Matters, a book which is a compilation of Ms. Spencer’s columns, was published in January 2015. Your Estate Matters is currently available online and can be purchased at the offices of Spencer Law Firm LLC. Ms. Spencer is also the author of a reference book for lawyers, Pennsylvania Estate Planning, Wills and Trusts Library Forms and Practice Manual, originally published 2007, 2 volumes, 1,500 pages, 280 forms, updated annually. It is available from Data Trace Publishing Company.


    $339.00|