NSTP Summer Webinars – Get ‘Em While It’s HOT!

NSTPWebinars

Summer Webinars: Get 'Em While it's HOT!!

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. To register or for more course details, please visit the NSTP website. 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 … Read More

NSTP Summer Webinars – Get ‘Em While It’s HOT!

NSTPWebinars

NSTP Summer Webinars

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. To register or for more course details, please visit the NSTP website. G. Ethics for the Tax Professional and Circular 230 Issues, 2 CE … Read More

Paul La Monaca Speaks at IRS Oversight Board Public Meeting

NSTPInternal Revenue Service (IRS), IRS Forms, IRS Oversight Board Public Meeting, IRS Tax Forums, NSTP Instructors, Paul La Monaca, CPA, MST

Oral Statement of Paul La Monaca, CPA, MST Director of Education, National Society of Tax Professionals Before the Internal Revenue Service Oversight Board Public Forum May 13, 2014  Panel 2 Discussion: Using Technology to Increase Customer Service for Taxpayers and Preparers “Pivoting Away From Paper” – How the IRS Can Overhaul Customer Service and Transform Its Business Practices Good morning, ladies and gentlemen. My name is Paul La Monaca and I am the Director of Education for the National Society of Tax Professionals and I want to thank the members of the Oversight board, the IRS and Lisa McLane for inviting NSTP to participate in this very important forum. The National Society of Tax Professionals is a nonprofit membership group of almost 6,000 quality tax professionals composed of Enrolled Agents, Certified Public Accountants, Attorneys, Financial Planners, Registered Tax Return Preparers and unenrolled tax preparers. NSTP’s goal and mission is to provide tax professionals with quality education and resources to achieve excellence. In addition, NSTP strives to protect the taxpaying public. I am a member of the NSTP Board of Directors and have served in this capacity since 1996. In addition, I have been a speaker at the IRS National Tax Forums … Read More