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2012 NSTP Special Topics Workshop
RTRP Competency Exam Preparation Course
Monday & Tuesday, June 25-26, 2012
13 CPE Credit Hours
The 2nd Annual Ethics Session - Wednesday Morning
9:00AM - 10:40AM
June 27, 2012
2 CPE Credit Hours
The 4th Annual Executive Session
Wednesday afternoon, 1:00PM - 5:00PM
June 27, 2012
4 CPE Credit Hours
The 12th Annual Williamsburg, VA Summer Special Topics Workshop
"Introduction and Review for Preparing the Decedent's Final Form 1040" and "International Taxation: Step-by-Step Analysis for the Preparation of the Form 1040 NR"
June 28-29, 2012 - "The Last Thursday & Friday in June"
12 CPE Credit Hours
| Hotel: | Holiday Inn Patriot |
| 3032 Richmond Road | |
| Williamsburg, VA 23185 | |
| (757) 565-2600 | |
| *Room Rate: | |
| *$74 (plus 10% state/local tax and $2.00 occupancy tax per room per night | |
| *This rate is available for stays from June 22 - July 2, 2012 | |
| Hotel cut-off date: June 4, 2012 | |
| www.holidayinn.com |
| Pricing: | Members | Non-Members | *Early Bird Registration Discount | Early Bird Registration cut-off date |
| All Four (4) Events: | $559 | $659** | $25 | May 25, 2012 |
| RTRP & Special Topics: | $350 | $425** | $25 | May 25, 2012 |
| Special Topics, Ethics & Exec. Session: | $340 | $440** | $25 | May 25, 2012 |
| RTRP, Ethics & Exec. Session: | $329 | $429** | $25 | May 25, 2012 |
| RTRP & Exec. Session: | $300 | $375** | $25 | May 25, 2012 |
| Special Topics & Exec. Session: | $300 | $375** | $25 | May 25, 2012 |
| Special Topics & Ethics: | $275 | $350** | $25 | May 25, 2012 |
| RTRP & Ethics: | $260 | $335** | $25 | May 25, 2012 |
| Special Topics Workshop: | $250 | $300** | $25 | May 25, 2012 |
| RTRP Exam Preparation: | $239 | $289** | $25 | May 25, 2012 |
| Exec. Session & Ethics: | $150 | $195 | $25 | May 25, 2012 |
| Executive Session: | $115 | $150 | $25 | May 25, 2012 |
| Ethics: | $75 | $100 | $25 | May 25, 2012 |
*Prices shown do not reflect Early-Bird Discount.
**Includes complimentary NSTP membership through 12/31/2012.
How to Register:
Register Online »
Call (800) 367-8130 or Fax registration to (360) 695-7115
Program Announcement
Course level stresses introduction and review for the developing practitioner and the seasoned professional. It is recommended that participants have a working knowledge of the principles of Federal Income Tax law.
The course is a "roll up your sleeves" workshop course. Bring your materials and calculators.
Advance preparation is not required.
The total 5 day program provides for 2 - 31 hours of continuing education credits. Registered with NASBA and IRS.
Course Level: Introduction to Review
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, Enrolled Agents, Tax Professionals and Tax Preparers and Attorneys with basic knowledge of tax accounting.
Course Objectives:
Monday & Tuesday, June 25-26, 2012
"Registered Tax Return Preparer Minimum Competency Exam Preparation Program"
Instructors: Barry Iacono, EA
Isaac McRae, EA
NSTP's RTRP Exam Preparation Course is geared to get every Tax Professional "ready to sit for and pass the minimum competency exam". The course focuses on the tax principles needed to understand the Concepts and applications of Federal Income Tax Law needed to fulfill the minimum competency that the exam addresses. Each participant will receive the most updated classroom materials available and will be able to review the information with NSTP's seasoned instructors who are all tax preparers just like you.
This live program includes course materials designed by NSTP's test prep course of choice "Fast Forward Academy". They are an experienced professional test prep group whose materials and methods have resulted in high pass rates for the EA examination and other professional fields; we like their high pass rate results.
3 CPE Credit Hours - Federal Tax Law Updates
10 CPE Credit Hours - Other Federal Tax Law
(With After Hour Tutoring Session)
Wednesday, June 27, 2012 9:00AM - 10:40AM
Ethics in 2012 and the Amended Circular 230 Issues
Instructor: Paul La Monaca, CPA, MST
This course provides the Tax Professional with a common sense approach to the world of "ethics" as it applies to the tax preparing community in today's changing and challenging environment. The standards that are required and needed in order to continue to be in compliance with the recent amendments to the IRS Circular 230 Regulations will be reviewed.
A review of the role of the Enrolled Agent, CPA and tax return preparer will be discussed and examined.
2 CPE credit hours in Tax Ethics will be earned under the rules granted by the IRS.
Wednesday, June 27, 2012 1:00PM - 5:00PM
Executive Session Course Description:
"Introduction & Review of the Income Tax Issues for Preparing Form 1041
Estates and Trusts"
Instructor: Paul LaMonaca, CPA, MST
The Course will introduce the tax professional to the reporting requirements of income and deductions related to transactions at the entity level. It will answer the questions of when, why and who pays the tax. Discussion of the "pass through" entity requirements will be reviewed along with the proper reporting on Schedule K-1. The Class will include the "controlling documents" (Trust/Will) which tells the story of who the participants are and how the income and deductions are reported to those involved.
4 CPE Credit Hours - Other Federal Tax Law
Thursday, June 28, 2012
"Introduction and Review for Preparing the Decedent's Final Form 1040"
Instructor: Paul La Monaca, CPA, MST
- This course addresses the common income tax issues facing the preparation of a decedent’s final tax return. It will discuss filing requirements, responsible parties, elections and more.
- The issues of actual and constructive receipt of income will be addressed as well as deductions allowable on the final return.
- The issues pertaining to income in respect of a decedent (IRD) will be introduced.
- The course will address the decedent's issues concerning:
- Self-employment income
- NOL's
- Capital losses
- Suspended Passive Activity Losses
- IRA and Pension Distribution Issues
- Final Medical Expenses
- Income Tax Issues of an Installment Sales Contract
- Depreciation Issues
- Much Much More
3 CPE Credit Hours - Federal Tax Law Updates
5 CPE Credit Hours - Other Federal Tax Law
Friday, June 29, 2012
International Taxation: Step-by-Step Analysis for the Preparation of the Form 1040NR
Instructor: Professor Don Williamson, LLM Taxation, CPA
Professor of the year for 2012 and Director of Graduate Tax MST Program
American University
This session will review, on a line-by-line basis, the tax return filed for nonresident aliens who are subject to U.S. tax. The course topics will include:
- Determining when a nonresident alien becomes a U.S. resident
- U.S. source fixed and determinable income
- Income effectively connected with a U.S. trade or business
- Using U.S. Income Tax Treaties to reduce tax on nonresidents
- Taxation of the sale of U.S. real estate by nonresident aliens
- Limits on itemized deductions available to nonresidents
- Withholding tax issues for persons paying nonresident aliens
- And More . . .
4 CPE Credit Hours - Other Federal Tax Law
Return»Agenda:
Monday, June 25, 2012 Agenda
| 8:00 AM | Registration - Continental Breakfast |
| 8:30 AM | Class Begins |
| 10:15 AM - 10:30 AM | Break |
| 12:00 PM - 1:00 PM | Lunch as a group (Included) |
| 2:30 PM - 2:45 PM | Break |
| 4:00 PM | Class Concludes |
| 4:15 PM - 5:30 PM | (Extra Tutoring, No Credit Hours) |
Tuesday, June 26, 2012 Agenda
| 8:00 AM | Registration - Continental Breakfast |
| 8:30 AM | Class Begins |
| 10:15 AM - 10:30 AM | Break |
| 12:00 PM - 1:00 PM | Lunch as a group (Included) |
| 2:00 PM - 2:10 PM | Break |
| 3:00 PM | Class Concludes |
| 3:15 PM - 4:30 PM | (Extra Tutoring, No Credit Hours) |
Wednesday, June 27, 2012 Morning Agenda
| 8:30 AM | Registration - Continental Breakfast |
| 9:00 AM - 10:40 AM | Ethics |
Wednesday, June 27, 2012 Afternoon Agenda - Executive Session
| 12:30 PM | Registration Begins |
| 1:00 PM | Class Begins |
| 3:00 PM - 3:15 PM | Break |
| 3:15 PM - 4:35 PM | Continuation of Program |
| 4:35 PM | Class Concludes |
| 6:00 PM | Hospitality Room |
Thursday, June 28, 2012 Agenda
| 7:30 AM - 8:00 AM | Registration and Continental Breakfast |
| 8:00 AM - 10:00 AM | Class Begins |
| 10:00 AM - 10:20 AM | Break |
| 10:20 AM - 12:15 PM | Continuation of Program |
| 12:15 PM - 1:15 PM | Lunch as a group (Included) |
| 1:15 PM - 3:00 PM | Continuation of Program |
| 3:00 PM - 3:15 PM | Break |
| 3:15 PM - 4:15 PM | Continuation of Program |
| 4:15 PM | Class Concludes |
| 6:00 PM | Hospitality Room |
Friday, June 29, 2012 Agenda
| 7:30 AM | Continental Breakfast |
| 8:00 AM | Class Begins |
| 10:00 AM - 10:30 AM | Break |
| 10:30 AM - 12:00 PM | Continuation of Program |
| 12:00 PM | Class 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.
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.
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