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 amazing ...

  • 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

  • Nuts and Bolts of an IRS Audit

    May 16, 2:00 PM - 4:00 PM (ET)

    Three words that every client never hopes to say: “I’m being audited.” That said, it’s likely that you will have clients subjected to an IRS audit. 

    This course will consider the various types of audits, the players involved in an audit, and the various stages of an audit. It will also cover ways clients and advisors can prepare for an audit and resolve an audit with potential criminal issues.

    Presented by Travis A. Greaves and T. Joshua Wu

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

    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 & TaxSpeaker - 2017 CPE by the Sea

    May 17 - 19, (ET)

    taxspeaker_logo.jpgNSAlogo_gif.gif
    2017 CPE by the Sea

    Co-Sponsored by TaxSpeaker & The National Society of Accountants (NSA)
     

    CPE Schedule at a Glance
    Wednesday May 17, 2017 Federal Tax Update 8:00AM -1:30PM
    Thursday May 18, 2017 Social Security 8:00AM - 1:30PM
    Friday May 19, 2017 Technology/Practice Management 8:00AM - 1:30PM

    Each day includes continental breakfast and (2) 15 minutes breaks. All manuals provided as eBooks in advance to registrants. Registration fees cover up to 18 hours of CPE, course materials, continental breakfast & breaks.

    It pays to plan ahead! Register early and enjoy a discount (valid until April 17). $495 for all three days or $225 for each individual day by itself! 
    After tax season, regular prices include $595 for all 3 courses or $250 for individual day registrations. Click on the links below to sign-up! 

    Myrtle Beach Package-All 3 Days
    Federal Tax Update
    Social Security
    Technology/Practice Management

    Cancellations less than 15 days before event will suffer 50% fee.

    Work Hard but Play Harder: Things to do in Myrtle Beach

    • Enjoy fun for the whole family at Broadway at the Beach and Barefoot Landing
    • Experience the arts at Alabama Theatre, Carolina Opry, and the House of Blues
    • Shop at the Coastal Grand Mall and Tanger Outlets
    • Catch dinner and a show at Pirates Voyage
    • Race away tax season stress at NASCAR Speed Park

    Scheduled Outings

    • Take a ride with us on a Dolphin Cruise
    • Relax and join us for a round of golf at one of the beautiful, nearby courses

    Book now and enjoy a $50 discount on your stay using the code "TAS" (valid until April 15th). Click here to book your stay at the lovely Hilton Myrtle Beach Resort!

  • Partnership Dispositions - IRC 751

    May 18, 2:00 PM - 4:00 PM (ET)

    Typically, a partner will receive capital gains or losses from the disposition of his partnership interest. If a partnership has "hot assets", when a partner disposes of his interest in the entity, the partner will have ordinary income instead of capital gain income. We will look at how to identify IRC 751 issues and how to properly record any gains or losses from the disposition of the partnership interest.

    Presented by Nicholas Preusch, CPA

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

    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.

  • WAA IRS Audits, Appeals, and Collection: Successful Strategies by Gear Up

    May 19, 8:00 AM - 4:00 PM (CT)

    Understanding how to navigate the IRS can save the practitioner time, meaning a more effective and profitable representation of your client before the IRS. Notices are at an all-time high as the IRS tries to encourage compliance from taxpayers. Knowing how to effectively communicate with the IRS, presenting your response in a manner that the IRS expects and understanding IRS timelines have increased in importance. Do you know what to do when you find your client faced with the inability to pay the amount the IRS is demanding? Walk through the pathway of the notice response and what to do about that levy and resolution with the IRS, delayed payment plans, installments or the Offer in Compromise. The IRS has become faceless and nameless. This course will work through proven strategies to help your client find confidence and comfort in the process. Presented by speakers with decades of practical experience in dealing with the IRS in audits and collections, this course is invaluable to both the new or seasoned tax professional.

     

    Course discussions include:

    • How to work to limit the scope of an audit
    • When and how to take a case to Appeals
    • Penalty abatement
    • Analysis of real-life audit cases

  • NSA Board of Governors Meeting

    May 20 - 22, (ET)

  • MSATP Performing and Documenting Analytical Procedures

    May 22, 8:00 AM - 4:15 PM (ET)
    Topic coverage in this course will focus on ratio, trend, and reasonableness test analysis applicable to review, audit, and financial consulting engagements. Utilizing authoritative literature, case study, and integrative problems, students in this course will examine the requirements of SSARS No. 21 and explore a variety of methods used to perform and document the analysis of a firm’s financial and selected operational performance.