Federal Tax Update and Review Courses Early Bird

NSTPFederal Tax Update & Review Course, Internal Revenue Service (IRS)

Federal Tax Update Courses Early Bird

Take advantage of the BEST TAX INSTRUCTION available, and REGISTER TODAY to get $20 off in our EARLY BIRD promotion! 2019 – 2020 Federal Tax Update & Review Courses For full course details and schedules, visit our website here » CPE Course Hours Member Rate Non-Member Rate 8 Credits 8 am » 5 pm $229.00 » $209.00 $329.00 » $309.00   2019 – 2020 Federal Tax Update & Review Courses State, City Dates Instructor Registration AZ, Phoenix December 13, 2019 Nina Tross, EA, MBA Register Now » AZ, Tucson December 16, 2019 Nina Tross, EA, MBA Register Now » CA, Long Beach December 17, 2019 Nina Tross, EA, MBA Register Now » CO, Denver November 19, 2019 Nina Tross, EA, MBA Register Now » FL, Fort Lauderdale December 13, 2019 Paul La Monaca, CPA, MST Register Now » FL, Tampa December 12, 2019 Paul La Monaca, CPA, MST Register Now » GA, Atlanta December 2, 2019 Paul La Monaca, CPA, MST Register Now » IL, Chicago November 18, 2019 Paul La Monaca, CPA, MST Register Now » LA, New Orleans December 6, 2019 Nina Tross, EA, MBA Register Now » MA, Boston November 19, 2019 Paul La Monaca, CPA, MST Register Now … Read More

Phishing Trips and Tax Pros

NSTPInternal Revenue Service (IRS)

Phishing Trips and Tax Pros

Phishing Trips and Tax Pros Tax professionals should remember to educate everyone who works for them to be on the lookout for phishing emails. Sending scam emails is still the most common tactic used by cybercriminals to steal sensitive data. More than 90% of all data thefts start with a phishing email. Cybercriminals use phishing emails and malware to gain control of computer systems or to steal usernames and passwords. It’s important tax pros and every single one of their employees know how to spot these scams. Tax professionals and others in the business world are only as safe as their least educated employee. Here are some tactics thieves use to steal data: Spear phishing Spear phishing is a type of phishing scam. The objective of a spear phishing email is to pose as a trusted source and “bait” the recipient into opening an embedded link or an attachment. The email may make an urgent plea to the tax pro to update an account immediately. A link may seem to go to another trusted website, but it’s actually a website controlled by the thief. Keylogging An attachment may contain malicious software called keylogging. This software secretly infects a computer and … Read More

Creating Data Security Plans – What Tax Pros Should Know

NSTPInternal Revenue Service (IRS), Security, Security Summit

Creating Data Security Plans - What Tax Pros Should Know

Creating Data Security Plans – What Tax Pros Should Know Tax pros must create a written security plan to protect their clients’ data. In fact, the law requires them to make this plan. Creating a data security plan is one part of the new Taxes-Security-Together Checklist. The IRS and its Security Summit partners created this checklist. It helps tax professionals protect sensitive data in their offices and on their computers. Many tax preparers may not realize they are required under federal law to have a data security plan. Each plan should be tailored for each specific office. When creating it, the tax professional should take several factors into consideration. This includes things like the company’s size, the nature of its activities, and the sensitivity of its customer information. Creating a plan Tax professionals should make sure to do these things when writing and following their data security plans: Include the name of all information security program managers. Identify all risks to customer information. Evaluate risks and current safety measures. Design a program to protect data. Put the data protection program in place. Regularly monitor and test the program. Selecting a service provider Companies should have a written contract with their … Read More

Open the Door to Learning with an NSTP Webinar!

NSTPInternal Revenue Service (IRS)

NSTP Webinars Open the Door to Learning

Open the Door to Learning with an NSTP Webinar! Why take a tax webinar with NSTP? Top quality NSTP continuing education! Learn from your own home, office, or coffee shop! You don’t have to travel! Earn all the CE credits you need at a very low cost. Each webinar comes with an NSTP book in pdf form, so you have a permanent resource. Live webinars have an instructor present, and you are given ample opportunity to ask questions and get your answers in live time! Register today for an NSTP webinar! You’ll be glad you did! Check out these great Webinar choices! The Tax Professional’s Guide to Understanding the Importance of the Substantiating of Business Expense Deductions – 2CE 09-17-2019 10:00am-12:15pm PT Instructor: Paul La Monaca, CPA, MST NSTP Member $59 Non-Member $79Click here to register or for more information Choosing the Correct Filing Status and Determining Who is a Qualified Dependent – 1CE 09-19-2019 10:00am-11:15pm PT Instructor: Paul La Monaca, CPA, MST NSTP Member $39 Non-Member $49Click here to register or for more information Reviewing the Deductibility of Medical Expenses and Taxes on Schedule A of Form 1040 – 1CE 09-19-2019 11:30am-12:30pm PT Instructor: Paul La Monaca, CPA, MST … Read More

Tax Transcript Form 4506 Guidance Provided by IRS

NSTPInternal Revenue Service (IRS)

Tax Transcript Form 4506 Guidance Provided by IRS

Tax Transcript Form 4506 Guidance Provided by IRS The IRS has updated its Internal Revenue Manual (IRM) to reflect which of the Form 4506 series are acceptable to request a copy or transcript of a tax return. The manual was also updated to reflect that the IRS ended third-party mailing of tax returns and transcripts on July 1, 2019. Background. Tax transcripts are summaries of a taxpayer's tax information. Tax professionals use these transcripts to prepare returns, and lenders use them to verify borrowers' income information. Requests for copies and transcripts of tax returns are made with the Form 4506 series. Included in the series is Form 4506, Request for Copy of Tax Return, Form 4506-T, Request for Transcript of Tax Return, Form 4506T-EZ, Short Form Request for Individual Tax Return Transcript, and Form 4506-C, IVES Request for Transcript of Tax Return. These requests can be made to the IRS's Return and Income Verification Services (RAIVS) or to its Income Verification Express Service (IVES). RAIVS is responsible for processing all written requests for copies of tax returns or tax return transcripts. IVES is used for bulk requests for transcripts made electronically. For example, mortgage lenders and others within the financial … Read More

AFTR Course San Diego

NSTPInternal Revenue Service (IRS)

San Diego AFTR Course

AFTR Course San Diego September 16, 2019, 1 day before the IRS Nationwide Forum Same Location: TOWN & COUNTRY RESORT AND CONVENTION CENTER Hours: 12:30 PM – 6:00 PM Executive Member Rate: $139.00 Member Rate: $189.00 Non-Member Rate: $239.00 For Tax Professionals who want to receive the Record of Completion from the IRS, NSTP is now offering the Annual Federal Tax Refresher Course that will satisfy the 6-hour course and test requirement for the new voluntary Annual Filing Season Program (AFSP). To obtain an Annual Filing Season Program – Record of Completion a return preparer must obtain 18 hours of continuing education from an IRS-approved CE Provider. The hours must include the 6 credit hour Annual Federal Tax Refresher course as well as complete 2 hours of Ethics and 10 hours of other federal tax law topics. After taking the 6-hour course, successfully completing the exam, and the other required continuing education courses in ethics and federal tax law, the participant will receive the Record of Completion directly from the IRS. In addition to completing the appropriate CE courses, the return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to … Read More