EPC & FPA Joint Continuing Education Meeting
"Taxes, Taxes, Taxes: Individual taxation strategies including a focus on persons with disabilities and their families."
- Recent Income Tax Legislative Changes
- Missed opportunites in deductions, expenses and exceptions
- Medical Expense Deductions, Impairment Related Work Expenses, Retirement & IRA Distriburion Exceptions
- The Tax Benefit Rule
- Deductible Interest Expense for Schedule A
- Expanded Credit Opportunities under current law
In person and a Webinar option.
Continuing Education Credits: Applications will be submitted for 3.5 Continuing Education Credits for CFP, PA Insurance, CPA, CTFA and 3.0 PA CLE Credits. NOTE: PA CLE Available in person only
Thomas M. Brinker, Jr. JD, LLM, PFS/CPA, AEP®, ChFC®
Thomas M. Brinker, Jr. is Adjunct Professor of Taxation and Special Needs Planning at The American College of Financial Services. He is responsible for teaching and course development in The College’s Irwin Graduate School and Huebner School programs, and is director of the MassMutual Center for Special Needs. He is also Professor of Accounting at Arcadia University in Glenside, Pennsylvania, and is the executive director of the MBA program and for the School of Global Business. He has received recognition for teaching excellence, including the PICPA Educator of the Year Award and the Lindback Foundation Award for Distinguished Teaching.
Brinker presents nationally and internationally on various tax topics, and he contributes articles in such publications as the Journal of Accountancy, Journal of International Taxation, The Tax Adviser, The CPA Journal, Journal of Practical Estate Planning, and the Journal of Financial Services Professionals.
Prior to co-founding his CPA firm, Brinker was a member of both the audit and tax departments of Coopers & Lybrand and Arthur Young & Company. He is currently a tax consultant for the special needs community and to local CPA and law firms in the Philadelphia area. His practice concentrates on tax planning and compliance for individuals and businesses.
Brinker graduated cum laude from Saint Joseph’s University in Accountancy and holds master’s degrees in taxation and accounting from Widener University. In addition to earning his JD from Columbia Pacific University, Brinker earned a Master of Laws in International Taxation from Regent University School of Law, receiving the distinction of “Outstanding Graduate” in his class and a Certificate in Estate Planning from Villanova University Law School's Graduate Tax Program.
Adjunct Professor of Taxation and Special Needs Planning, ChSNC® Program Director, Director of the MassMutual Center for Special Needs
Areas of Expertise: Accounting, Compliance, Individual Income Tax Planning, Special Needs Planning
- 11:45 am-12:15 pm ~ Registration and Lunch
- 12:15-4:30 Continuing Education Seminar
- 4:30-5:30 Cocktail Hour
Webinar will be live from 12:00 - 4:30 pm