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EITC & OSTC Webinar: How to Get, Use and Report the Funds

an ADVIS, PAIS & PAISBOA Collaboration

Tuesday, October 1, 2024
12:00 PM - 1:30 PM (EDT)

Event Details

ADVIS, PAIS, and PAISBOA are partnering again to offer an important session for Business Managers/CFOs, Development Directors and Enrollment Management Directors from Pennsylvania schools 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, use the funds, and report and account for the funds.

Jim O’Donnell, Director, Tax Credit Division of the PA Department of Community & Economic Development, will provide a high level overview of the Educational Improvement Tax Credit Program (EITC) and Opportunity Scholarship Tax Credit Program (OSTC) programs.

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. 

James L. O’Donnell
Director, Tax Credit Division
PA Department of Community & Economic Development

Jim O'Donnell 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.

Randy Tarpey, CPA
Principal Owner
Sickler Tarpey & Associates

Randy Tarpey 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.

As a Certified Public Accountant tax preparation is his professional focus including simple returns done economically and complex returns prepared properly. In addition to his tax work, Randy Tarpey has experience working with the state’s many incentive programs for small businesses, as well as assisting with tax credit sales for large companies. His biggest passion is working as a volunteer for the Central Pennsylvania Scholarship Fund, assisting donors and other charities with navigating the PA Educational Improvement Tax Credit Programs.

PRESENTED IN PARTNERSHIP WITH


PROGRAM FEES

ADVIS, PAIS, and/or PAISBOA Member Schools - FREE

Not sure if your school is an ADVIS Member?
Check our list of ADVIS Member Schools

Act 48 Credits Available

• You may request credit up to 7 days after the event.

• Per the PA Department of Education, ADVIS is required to report your successful completion of Act 48 evaluation within 30 days of the event. 

• Contact Candyce Wilson for more information.


ACCESSIBILITY

We strive to host inclusive, accessible events that enable all individuals, including individuals with disabilities, to engage fully. Please feel free to request an accommodation on the registration form. For inquiries about accessibility, please contact Membership and Outreach Manager Candyce Wilson. At least two weeks' advance notice will help us to provide seamless access.


EVENT CONTACT

Dena Torino, Director of Programming

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