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.
|R. Introduction to Estate, Gift and Trust Tax Planning Issues, 2 CE||July 2, 2019, 10 am-12 pm PT||Instructor: Paul La Monaca, CPA, MST|
This course will provide the Tax Professional with an in depth understanding of issues facing clients who are concerned about transferring assets during their lifetime and at the time of death. It will discuss the concept of the unified transfer tax for Estates and Gifts and the importance of taking inventory of their assets, liabilities and responsibilities for proper identification of each. The cause will not be a preparation of the Form 706 since most taxpayers will not be subject to the tax because of the high threshold for filing the returns but will educate the tax professional as to the importance a good estate plan. It will introduce the participants to the tools available to assist the taxpayer in having a good lifetime estate plan.
|G. Ethics for the Tax Professional and Circular 230 Issues, 2 CE||July 9, 2019, 10 am-12 pm PT||Instructor: Paul La Monaca, CPA, MST|
This course covers Ethics with focus on the updated Circular 230. Issues covered include rules governing authority to practice, duties, and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230. Also included is a discussion on the status of the AFSC program.
|M. The Tax Professional’s Guide to Understanding the Importance of the Substantiating of Business Expense Deductions, 2 CE||July 11, 2019, 12:30 pm-2:30 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 10:00 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.