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WHEN
MONDAY,
OCTOBER 2, 2023
12:00 to 1:30 pm
WHERE
ONLINE VIA ZOOM
Payment Information:
ADVIS, PAIS & PAISBOA Member Schools - No Charge.
PAISBOA Member Schools: Please select Non-ADVIS Member School from the drop down menu and enter your school's name in the following field on our registration form.
REGISTER HERE!
After registering, you will receive a confirmation email containing information about joining the meeting.
Also Speaking...
Randy Tarpey, CPA, Principal Owner, Sickler Tarpey & Associates, received his Bachelor’s Degree in Accounting from the Oklahoma State University. He began his career with his business partner, Harry K. Sickler, Jr. in November 1994, as a tax accountant who prepares individual and small business tax returns. He primarily works in Central Pennsylvania but also remotely in all 50 states and for many US citizens overseas.
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PA Educational Tax Credit Programs (EITC & OSTC) - How to Get,
Use, and Report the Funds
Presented in partnership by ADVIS, PAISBOA and PAIS
ADVIS, PAISBOA and PAIS are partnering to offer an important session for Business Managers/CFOs, Development Directors and Enrollment Management Directors from Pennsylvania schools to attend together to review the timelines, guidelines and requirements for the PA Educational Tax Credit programs, and discuss the renewal reporting requirements from our schools’ perspective. Participants will learn:
- How to get the funds
- How to use the funds
- How to report and account for the funds
Jim O’Donnell, Director, Tax Credit Division of the PA Department of Community & Economic Development, will speak to the importance of being on the same page when it comes to reporting re. donations/scholarships, especially to state agencies.
Following Jim’s presentation, Randy Tarpey from Central Pennsylvania Scholarship Fund, will join the conversation to discuss Special Purpose Entities (SPEs) - what they are as it pertains to Pennsylvania education tax credits, how they are used, and other frequently asked questions.
 Our Keynote Speaker
James L. O’Donnell, Director, Tax Credit Division, PA Department of Community & Economic Development, is a graduate of Kutztown University with over 15 years’ of Commonwealth experience at the Dept. of Community of Economic Development particularly managing the Educational Improvement and Opportunity Scholarship Tax Credit programs. Jim served as the Tax Credit Division Director since 2012. The Tax Credit Division staff of 7 employees is responsible for administering eight separate tax credit programs totaling over $295 million in tax credit awards on an annual basis.
Joining the Discussion
In addition, a panel of leaders from area independent schools will provide their insights on marketing the fund availability, accessing the funds, and managing communications, specifically as it relates to the importance of being on the same page when it comes to reporting on donations and scholarships, especially to state agencies. Panelists include:
- Patrick Hennessy, Business Manager, Lansdowne Friends School
- Linn Vaughters, Admissions Director, Lansdowne Friends School
- Jen Fifer, Director of Institutional Advancement, The Episcopal Academy
- Suzanne Schaffer, Leadership Gifts Officer and EITC/OSTC program coordinator, The Episcopal Academy
REGISTER TODAY!
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