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2013 Williamsburg NSTP Special Topics Workshop
The 3rd Annual Ethics Session
Ethics in 2013 and the Amended Circular 230 Issues
Wednesday Morning, 9:00AM to 10:40AM
June 26, 2013
2 CPE Credit Hours
The 5th Annual Executive Session
"Introduction to the Federal Income Tax Issues of Divorced and Separated Taxpayers"
Wednesday Afternoon, 1:00PM to 5:00PM
June 26, 2013
4 CPE Credit Hours
13th Annual Williamsburg, VA Summer Special Topics Workshop
"Introduction to Understanding the Federal Income Tax Issues of the Schedule K-1"
Thursday Morning, 8:00AM to 12:00PM
June 27, 2013
4 CPE Credit Hours
"Introduction to the Fundamentals of Representing Your Client in IRS Collection Issues"
Thursday, 1:00PM to 5:00PM - Friday, 8:00AM to 12:00PM
June 27-28, 2013
8 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 21 - July 1, 2013 | |
| Hotel cut-off date: June 3, 2013 |
| Pricing: | Members | Non-Members |
| Ethics: | $75 | $100** |
| Executive Session: | $115 | $150** |
| Exec. Session & Ethics: | $150 | $195** |
| Special Topics Workshop: | $250 | $300** |
| Special Topics & Ethics: | $275 | $350** |
| Special Topics & Exec. Session: | $300 | $375** |
| All Three (3) Events: | $340 | $440** |
How to Register:
Register Online »
Call (800) 367-8130 or Fax registration to (360) 695-7115
Special Promotion:
- 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.
2013 Williamsburg Special Topics Invite
Course Objectives:
Wednesday, June 26, 2013 9:00AM - 10:40AM
Ethics in 2013 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 26, 2013 1:00PM - 5:00PM
Executive Session Course Description:
"Introduction to the Federal Income Tax Issues of Divorced and Separated Taxpayers"
Instructor: Paul LaMonaca, CPA, MST
This course provides the tax professional with information needed to properly advise their clients on the ramifications of changing their filing status because of a marital separation or divorce from a spouse. The course will include the details addressing exemptions, alimony, allocation of itemized deductions, property settlements, etc. This is a don't miss seminar for the Tax Professional who needs to understand the ground rules.
4 CPE Credit Hours - Federal Tax Topics
Thursday Morning, June 27, 2013
"Introduction to Understanding the Federal Income Tax Issues of the Schedule K-1"
Instructor: Paul LaMonaca, CPA, MST
Course Description:
This course will introduce tax professionals to the Tax Entities which operate an activity that passes through its’ result to investors and beneficiaries. Partnership, Subchapter S-Corporations, Estates and Trusts are required to issue a Schedule K-1 to those responsible for reporting those results on their own income tax returns. The course will stress the importance of proper preparation and reporting of the Entity’s return and then will focus on the individual items which are required to be separately reported to the individual. The courses will review what the individual items mean and how they affect the Form 1040.
4 CPE Credit Hours - Federal Tax Topics
Return»Thursday Afternoon, June 27, 2013 and
Friday Morning, June 28, 2013
"Introduction to the Fundamentals of Representing Your Client in IRS Collection Issues"
Instructors: Laurie Conner Jarrett, EA
Vickie Lewis, EA
Course Description:
Featured Speakers are Laurie Conner Jarrett, EA and Past President of NSTP and Vicki Lewis, EA. Both Laurie and Vicki are former IRS Field Collection Officers, Managers and Instructors who are seasoned practitioners in the Collection area.
Topics will include:
- Structure of the IRS and in particular the Collection division - working a case through the system
- Handling IRS collection division notices
- Understanding IRS financial statements
- Installment agreements and Methods of Payment
- Introduction to Offers in Compromise
- Understanding the differences and issues of Innocent spouse vs. injured spouse issues
- Appealing a collection division employee's decisions - CAP appeals & CDP appeals
- And More
3 CPE Credits - Federal Tax Update
5 CPE Credits - Federal Tax Topics
Agenda:
Wednesday, June 26, 2013 Morning Agenda
| 8:30 AM | Registration - Continental Breakfast |
| 9:00 AM - 10:40 AM | Ethics |
Wednesday, June 26, 2013 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 |
| 5:00 PM | Class Concludes |
| 6:00 PM | Hospitality Room |
Thursday, June 27, 2013 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 |
| 5:00 PM | Class Concludes |
| 6:00 PM | Hospitality Room |
Friday, June 28, 2013 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 |
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 3 day program provides for 2 - 18 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 submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.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.
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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