NSTP Summer Webinars – Get ’em while it’s HOT!
Enjoy premier tax education while relaxing in your air-conditioned home, by the pool, or in a cafe.
|M. The Tax Professional’s Guide to Understanding the Importance of the Substantiating of Business Expense Deductions, 2 CE||July 11, 2019, 10:00 pm-12:15 pm PT||Instructor: Paul La Monaca, CPA, MST|
This course reviews the importance of understanding allowable deductions on the tax returns. The courts and IRS are strict regarding the substantiation of expenditures and we offer a look at some of the issues facing the taxpayer and the tax professional and ways to improve being successful under audit.
|EE. Federal Income Tax Benefits Pertaining to Education, 3 CE||July 16, 2019, 10 am-1:15 pm PT||Instructor: Paul La Monaca, CPA, MST|
This course reviews and updates the Tax Professional on the value of understanding the Federal Income Tax benefits related to investing in §529 Qualified Tuition Programs and §530 Coverdell Plans and the benefits of deferral on the growth of the investment in those programs as well as the exclusion from gross income when the distribution from those funds is used to pay Qualified Higher Education Expenses. The course will also review credits allowed for amounts paid for Tuition and Fees at a qualifying institution of Higher Learning.
|P. Choosing the Correct Filing Status and Determining Who is a Qualified Dependent, 1 CE||July 18, 2019 10:00 am-11:15 pm PT||Instructor: Paul La Monaca, CPA, MST|
This course introduces the Tax Professional on the requirements that need to be reviewed when assisting a client on determining the proper filing status for the current tax year. It discusses whether a couple is “considered married” on the last day of the tax year under all the pertinent facts and circumstances.
|S. Reviewing the Deductibility of Medical Expenses and Taxes on Schedule A of Form 1040, 1 CE||July 18, 2019, 11:30 am-12:30 pm PT||Instructor: Paul La Monaca, CPA, MST|
The objective of this course is to provide the Tax Professional with a deeper understanding of the federal income tax provisions that apply to taxpayers who incur expenses for medical care for themselves their spouse and their dependents and in which year those expenses are allowed to be deducted.
|Y. Representing Your Client Before the Examination Division of the IRS, 3 CE||July 19, 2019, 10:00 am-1:15 pm PT||Instructor: Isaac R. McRae, III, MST, EA, NTPI Fellow|
This course provides Tax Professionals with a broad base of knowledge needed to properly and successfully represent their clients in an IRS audit.