Quick Links
Education
Multimedia Presentation
Course Information |
Agenda |
Policies
2013 Regional Conferences
City |
Dates |
Hotel |
CPE Credits |
| *Orlando, FL | July 8, 2013 | Doubletree by Hilton Orlando at SeaWorld 10100 International Drive Orlando, FL 32821 Phone: (800)-327-0363 |
8 |
| *Dallas, TX | July 29, 2013 | Embassy Suites Outdoor World 2401 Bass Pro Drive Grapevine, TX 76051 Phone: (972) 724-5109 |
8 |
| *Atlanta, GA | August 19, 2013 | Sheraton Atlanta Hotel 165 Courtland Street NE Atlanta, GA 30303 Phone: (404) 659-6500 |
8 |
| Pricing: | Members | Non-members |
| Atlanta, GA: | $275 | $350 |
| Dallas, TX: | $275 | $350 |
| Orlando, FL: | $275 | $350 |
How to Register:
Register Online »
Call (800) 367-8130 or Fax registration to (360) 695-7115
Special Promotions:
- NSTP Members: Register for any of the above courses by May 19, 2013 and receive double Dividend Rewards Points
- Non-Members: **Includes complimentary membership through 12/31/2013.
Program Announcement
Course level addresses the challenges of the experienced tax professional with an introduction approach for the developing practitioner. A working knowledge of tax law is recommended and the instructional method is a "Group Live" offering.
The course is a "roll up your sleeves" workshop course.
Advance preparation is not required
The course provides for 8 hours of continuing education credit. NASBA approved.
Course Level: Review to Intermediate
The
National Society of Tax Professionals (NSTP) 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 addressed to the National Registry
of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN,
37219-2417. NASBA web site: www.nasba.org
This course is recommended for CPA's, CFP's, Accountants, Tax Practitioners, Lawyers and Enrolled Agents with basic knowledge of tax accounting.
Course Objectives:
Orlando, FL
July 8, 2013
Topics:
"Reviewing and Understanding the Income Tax Reporting Issues of the Subchapter S-Corporation" and the "Pass Through Issues of Shareholders Form 1040"
This course will introduce both the seasoned professional and new preparers to the reporting requirements of the S-Corporation as an entity and the affect on the individual Form 1040 of the shareholder.
This course will discuss the formal requirements of the legal information and the deferral of income under §351 when creating the entity, the §358 stock basis of the shareholder and §362 basis of the assets transferred to the S-Corporation. There will be a discussion on the election of S-status as well as the failure to make a timely election and ways to correct it.
Topics will include:
- The shareholder basis limitations for the losses and the issue of entity debt
- Compensation and Payroll Tax Issues
- Health Insurance Premium Deductions and Reporting
- Debt basis of the shareholder
- Terminating the S-Election
- Much, Much More
Instructor: Paul LaMonaca, CPA, MST
8 CPE Credit Hours - Other Federal Tax Law
Dallas, TX
July 29, 2013
"Common Payroll Tax Issues Facing the Tax Professional"
- This course will address the everyday events facing the tax professional who prepares the various payroll reports required to be submitted to the IRS and State Authorities. It will address reconciliation issues as well as non-reporting problems faced by the tax professional and their clients.
This course is a common sense approach to dotting the i’s and crossing the t’s.
- Required Payroll Tax Filings and Recordkeeping
- Independent Contractor vs. Employee
- Changes to W2 Reporting
- No Match Letters
- E-Verify - Department of Homeland Security
- Reconciliation Process
- Small Business Health Care Credit
- Reporting of Employer Health Care Coverage
- Employee Withholding of Social Security
- S-Corp Shareholder Compensation
- Trust Fund Penalties
- Voluntary Classification Settlement Program
- Outsourcing Payroll
- Single Member LLC Issues
- Members of the Clergy
- EFTPS
- Much, much more...
"The Tax Professional's Guide to Helping Tax Clients in Assessing the Proper Choice of Entity and Starting a Business"
- This session will address the challenges facing the Tax Professional who is assisting clients at the time of startup and growth of a business in assessing the proper entity at the given time of a business's life span.
- Business Checklist to Starting a Business
- Client Worksheets to Determine Financial Viability
- Corporations
- S Corporations
- Limited Liability Companies
- Partnerships
- Sole Proprietorship
- Overview of Retirement Plans
- Business Expenses - Operating or Capital?
- Home Office Deductions
- Hiring Employees or Outsourcing?
- Small Business Resources
- Closing a Business
- Much, much more...
Instructor: Nina Tross, EA, MBA
8 CPE Credit Hours - Other Federal Tax Law
Atlanta, GA
August 19, 2013
Topics:
"Reviewing and Understanding the Income Tax Reporting Issues of the Subchapter S-Corporation" and the "Pass Through Issues of Shareholders Form 1040"
This course will introduce both the seasoned professional and new preparers to the reporting requirements of the S-Corporation as an entity and the affect on the individual Form 1040 of the shareholder.
This course will discuss the formal requirements of the legal information and the deferral of income under §351 when creating the entity, the §358 stock basis of the shareholder and §362 basis of the assets transferred to the S-Corporation. There will be a discussion on the election of S-status as well as the failure to make a timely election and ways to correct it.
Topics will include:
- The shareholder basis limitations for the losses and the issue of entity debt
- Compensation and Payroll Tax Issues
- Health Insurance Premium Deductions and Reporting
- Debt basis of the shareholder
- Terminating the S-Election
- Much, Much More
Instructor: Paul LaMonaca, CPA, MST
8 CPE Credit Hours - Other Federal Tax Law
Agenda
| 7:45 AM | Registration Begins - Continental Breakfast |
| 8:15 AM | Course Begins |
| 10:15 AM - 10:30 AM | Break |
| 10:30 AM - 12:00 PM | Continuation of Program |
| 12:00 PM - 1:00 PM | Lunch as a group - Included in registration fee |
| 1:00 PM - 2:45 PM | Continuation of Program |
| 2:45 PM - 3:00 PM | Break |
| 3:00 PM - 4:45 PM | Continuation of Program |
| 4:45 PM | Course Concludes |
Administrative Policies
LATE REGISTRATION: Registrations must be received no later then 7 days prior to the date of the seminar. Registrations received after this date will be subject to a late fee of $35.00.
NSTP follows strict administrative policies.
REFUNDS: NSTP provides refunds to registrants up to 14 days prior to the date of the education. For those registrants canceling within 14 days prior to the education date NSTP will allow attendance at another seminar site. If there are extraordinary circumstances NSTP will allow the participant to attend a future education course. An administrative charge of $25 will be assessed if canceled.
CONTACT INFORMATION: For more information regarding refund, complaint and/or program cancellation policies, please contact our offices at (800) 367-8130.
CANCELLATION: NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Return»Disclaimer
Seminar materials and seminar presentations are intended to stimulate thought and discussion and to provide attendees the useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructor do not constitute and should not be treated as tax advice regarding the use of any particular tax procedure, tax planning technique or device or suggestion or any of the tax consequences associated with them.
Although the author has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or own behalf.