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2012 IRS Tax Forums


Meet NSA's 2012 Tax Forum Speakers 
                           Tina Lee 
Robert Cross PA, ABA, ATA   Gene Bell  EA, CFP, ATP     Kathy Hettick EA, ABA, ATP   Tina Lee EA,ABA,ATP,ARA                                                                                             
      

Session Topics: 

The New Schedule D – In the Real World!
Tuesday, 3:50-4:40pm; Wednesday 3:10-4:00pm
The Schedule D got a major face lift this year and a companion Form as well. The Hot Issues are; “Basis”? What’s with the “Form 8949”? “Covered vs. Not Covered” – How do I read that Form 1099-B? Getting it right when the Form 1099-B is wrong. When do I need to file the Schedule D? Do I have to “list” every transaction and trade; can I submit a summary? What about the “Adjustment Codes”? In this session we will present scenarios, resources and the questions you need to ask so you can be confident when you file the New Schedule D and Form 8949 in the real world of your practice.
 
The New Schedule E – In the Real World!
Wednesday 9:05-9:55am; Thursday 10:10-11:00am
The Schedule E has had a major facelift in 2011. Hot issues are “Self-Rental”, “Vacation/Short-Term Rental” and “disclosing Form 1099”.  Do you file for a client with a “Qualified Joint Venture”? The old Schedule E was challenging enough. Are you covering all the details or letting your software do the work? In this session we will present the scenarios, resources and court cases that you need to understand so you can file the New Schedule E in the real world of your practice.

2012 Circular 230 NSA Panelists

     
Orlando & Las Vegas
John G. Ams
NSA Executive Vice President


  New York City
Paul Thompson, EA, ABA, ATA, ARA


IRS Tax Forum Blog

  • Well here I am in San Jose, CA waiting on a flight to Chicago so that I can meet up with Tina Lee and present at the IRS Nationwide Tax Forum being held there Tuesday through Thursday August 21- 23. If you haven’t registered yet you may still register...

  • There is nothing quite like Vegas! Every year it is simply amazing to see all the people, young and old, from all over the world wondering the streets, seeing the sites, the shows, and of course, spending time in the casinos. What is even more...

  • Well, here I am at 37,000 feet flying home and I am hoping that the tired adage of "what happens in Vegas; stays in Vegas" does not hold true for the thousands of attendees of the IRS Nationwide Tax Forum that just concluded in Las Vegas, Nevada. There...

          Highlights from the 2011 Tax Forums



  • - Stay in the know about contests & special events
NSA members get $10 off 2012 Tax Forum preregistration rates. 

Code: $10OFF+NSA+2012 

Questions? 
Phone: (202) 495-2919
Fax: (202) 403-3871
  • NSA Webinars - EA Exam Prep Part 2: Businesses Part 1

    May 25, 1:00 PM - 4:00 PM (ET)

    EA Part 2: Businesses

    There are two 3-hour webinars devoted to Part 2 - Businesses of the Enrolled Agents Exam

    EA Businesses Part 1
    May 25, 2016

    This webinar will cover ten topics often tested on Part 2, including business income and expense topics applicable to all businesses, sales or exchanges of business properties, and partnership taxation. Materials include several comprehensive diagrams covering such topics as MACRS rules, tax-deferred exchanges, Sec. 1231 property nettings, depreciation recaptures, and partnership formations. Length: 3-hours.
    1. Business Income: Special Inclusion Rules
    2. MACRS Cost Recovery Deductions
    3. Business Bad Debt Deductions
    4. Tax-Deferred Exchanges
    5. Sec. 1231 Gains and Losses
    6. Depreciation Recaptures
    7. Self-employment Taxes, Estimated Taxes, ACA Penalties, and Other Special Computations
    8. Partnerships: Formation Issues at Under Sec. 721
    9. Partnerships: Reporting Partnership Income and Guaranteed Payments
    10. Partnerships: Distributions and Sales of a Partnership Interest

    • Sample questions for each topic are interspersed within the presentation and will be worked on and explained.
    • Test-taking tips and tricks will be emphasized.
    • You'll also receive a link to the "Top 150" questions per part—essential questions complete with explanations on topics that you will absolutely need to master to pass the EA exam.

    Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, Ph.D.

    NSA EA Exam Prep Webinars

    This series of four webinars cover selected, heavily-tested parts of the Enrolled Agent (EA) exam--you can take the complete series or any part.

    May 18, 2016: Part 1: Individuals (2 hours)
    May 25, 2016 & June 15, 2016: Part 2: Businesses (two different 3-hour webinars cover the content in Part 2)
    June 22, 2016: Part 3: Representation, Practice and Procedures (2 hours)
    Register for all four in one order and save 20%!

    NSA ConnectED Webinar Series
    Program Level: Basic
    Prerequisites
    : None
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

    The National Society of Accountants 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.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.


    United States

  • MAPA - Gear Up Accounting

    Jun 1, 8:00 AM - 5:00 PM (CT)

    Bloomington, MN, United States

  • CSTC - 30th Summer Tax Symposium

    Jun 6 - 8, (PT)

    Reno, NV, United States

  • NSA Webinar - Domestic Tax Issues for Non-Resident Aliens

    Jun 7, 2:00 PM - 4:00 PM (ET)

    As ever more foreign citizens become beholden to US tax authorities, practitioners must be comfortable with the issues that arise including the determination of residency for federal tax purposes, dual-status taxpayers, tax treatment of income and expenses for non-resident aliens, available elections and tax credits, administrative issues and departure filing requirements.

    This webinar will give you the information needed to address domestic tax issues for non-resident aliens and serve this growing client base.

    Learning Objectives:
    Upon completion of the session, you will be able to:

    • Determine residency under the green card and substantial presence tests.
    • Identify effectively connected income.
    • Examine a nonresident alien's US filing requirements.

    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Taxes

    Presented by Monica Haven, EA, JD

    NSA ConnectED Webinar Series
    Program Level: Basic/Intermediate
    Prerequisites
    : Basic Knowledge of Individual Taxation
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

    The National Society of Accountants 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.

    image

    image

    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.


    United States

  • VSTAP - Annual Conference

    Jun 8 - 10, (ET)

    Richmond, VA, United States

  • NSA Webinar - FATCA Reporting

    Jun 9, 2:00 PM - 4:00 PM (ET)

    Do we really have to file both the FBAR and Form 8938?! What about Forms 3520, 5471, 8621, 8865, 8891?

    Enter the World of FATCA: From the halls of Montezuma to the shores of Tripoli, we will fight our country's battles in the air, on land and sea with a regulatory onslaught of paperwork. What about Forms 926, 5472, 8300, 8854, 8898 and the FinCEN series? Seriously?! Learn what the wrath of FATCA has wrought.

    Learning Objectives:
    Upon completion of this course, you will be able to:

    • Distinguish between foreign accounts and foreign assets
    • Recognize reporting thresholds
    • Identify the harsh consequences for non-compliance
    • Ensure that your clients satisfy their foreign reporting obligations and determine what to do if they don't

    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Taxes

    Presented by Monica Haven, EA, JD

    NSA ConnectED Webinar Series
    Program Level: Intermediate/Advanced
    Prerequisites
    : Knowledge of Individual Taxation
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

    The National Society of Accountants 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.

    image

    image

    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.


    United States