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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 ConnectED Webinar - EA Part 1: Individuals

    May 26, 2:00 PM - 4:00 PM (ET)

    EA Part 1: Individuals

    May 26, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    The purpose of this webinar is to review ten topics that are often tested on Part 1 - Individuals of the Enrolled Agents Exam.  Sample questions for each topic are interspersed within the presentation and will be worked and explained, and test-taking tips will be emphasized.  Materials include several comprehensive diagrams covering such topics as the individual format, netting capital gains and losses, IRA contribution and deductions, and the federal gift tax and the federal income tax.  Topics covered in this session are:

    1.   Overview:  The Individual Tax Computation Format

    2.   Itemized Deductions: A Broad Brush

    3.   Travel and Entertainment Expenses

    4.   Tax Credits for Individuals: A Broad Brush, Including ACA Credits

    5.   Property Transactions: Determining the Adjusted Basis of Property

    6.   Property Transactions: Netting Capital Gains and Losses of Individuals

    7.   Vacation Home Rentals Under Sec. 280A

    8.   Individual Retirement Accounts

    9.   Federal Gift Tax: A Quick and Dirty Overview

    10. Federal Estate Tax: A Quick and Dirty Overview


    NASBA CPE: 2 Hours/Taxes
    IRS CE: 2 Hours/Special Enrollment Exam Test Preparation

    Presented by John Everett and Cherie Hennig

    This webinar is part of a series of webinars covering the topics relating to the EA Exam. Fin
    d all of the webinars in the series below. The webinars will be recorded live and will be also be available for self-study shortly after the completion of the live webinar.

    EA Part 2A: Businesses I 

    EA Part 2B: Businesses II

    EA Part 3: Representation, Practice and Procedures


    NSA ConnectED Webinar Series
    Learning Objective:
     
    Program Level: Basic
    Prerequisites: None
    Advance Preparation: None 

    No refunds or exchanges for cancellations. For more information regarding the webinars, cancellations and content, 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.

     

    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. 

    Order 4 or more webinars in one order save 20%!  Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    United States

  • NHSA - TBD

    May 27, 8:00 AM - 5:00 PM (ET)
    Manchester, NH, United States

  • NSA ConnectED Webinar - EA Part 2A: Businesses I

    May 27, 2:00 PM - 4:00 PM (ET)

    EA Part 2A: Businesses I

    May 27, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    This is the first of two webinars devoted toPart 2 - Businessesof the Enrolled Agents Exam. The purpose of Session 2A is to review ten topics that are often tested on Part 2, including business income and expense topics applicable to all businesses, sales or exchanges of business properties, and partnership taxation. Sample questions for each topic are interspersed within the presentation and will be worked and explained, and test-taking tips will be emphasized.Materials include several comprehensive diagrams covering such topics as MACRS rules, tax-deferred exchanges, Sec. 1231 property nettings, depreciation recaptures, and partnership formations. Topics covered in this session are:

    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

    NASBA CPE:2 Hours/Taxes
    IRS CE: 2 Hours/Special Enrollment Exam Test Preparation

    Presented by John Everett and Cherie Hennig

    This webinar is part of a series of webinars covering the topics relating to the EA Exam. Find all of the webinars in the seriesbelow. The webinars will be recorded live and will be also be available for self-study shortly after the completion of the live webinar.

    EA Part 1: Individuals

    EA Part 2B: Businesses II

    EA Part 3: Representation, Practice and Procedures

    NSA ConnectED Webinar Series

    Learning Objective:
    Program Level: Basic
    Prerequisites:None
    Advance Preparation:None

    No refunds or exchanges for cancellations. For more information regarding the webinars, cancellations and content, 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.

     

    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 atwww.ctec.com.

    Order 4 or more webinars in one ordersave20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click"Next".

    United States

  • NSA ConnectED Webinar - Form 990 Instruction

    May 28, 2:00 PM - 4:00 PM (ET)

    Form 990 Instruction

    May 28, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    In-depth basic introduction to preparing the Form 990 for non-profits, covering the various sections of the form and its schedules. 

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

    Presented by Kay Mortimer

    NSA ConnectED Webinar Series
    Learning Objective:
     
    Program Level: Basic
    Prerequisites: None
    Advance Preparation: None 

    No refunds or exchanges for cancellations. For more information regarding the webinars, cancellations and content, 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.

     

    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. 

    Order 4 or more webinars in one order save 20%!  Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next". 

    United States

  • May Board of Governors Meeting

    May 29 - 30
    Alexandria

  • NSA ConnectED Webinar - IRS Preparer Penalties and the Strategies to Avoid Them

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

    IRS Preparer Penalties and the Strategies to Avoid Them

    June 2, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    Over the last several years, the IRS has begun aggressively asserting IRC §6694 and §6695 penalties against preparers. This webinar will address important components of return preparation including:

    • due diligence,
    • the risks and rewards of relying on client information,
    • office review and approval mechanisms,
    • issues arising out of e-filing, and
    • strategies for avoiding preparer penalties and contesting them when proposed by IRS.

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

    Presented byRobert E. McKenzie, EA, Attorney

    NSA ConnectED Webinar Series
    Learning Objective: At the conclusion of this session you will be able to determine the risks of relying on client information, identifiy issues of e-filing and determine strategies for avoiding preparer penalties.

    Program Level: Basic
    Prerequisites:None
    Advance Preparation:None

    No refunds or exchanges for cancellations. For more information regarding the webinars, cancellations and content, 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.

     

    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 atwww.ctec.com.

    Order 4 or more webinars in one ordersave20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click"Next".

    United States

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