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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 

Phone: (202) 495-2919
Fax: (202) 403-3871
  • ASV - 1040 Tax In-Depth, Central VA (with Networking Social)

    Nov 30 - Dec 1

    Williamsburg, VA, United States

  • WAA - 1040 Updates

    Nov 30 - Dec 1

    Auburn, WA, United States

  • WAA - 1040 Update by Tax Speaker (Bob Jennings)

    Nov 30 - Dec 1

    Wisconsin Dells, WI, United States

  • MSATP - 1040 In Depth

    Dec 1 - 2

    Greenbelt, MD, United States

  • NSA ConnectED Webinar - Avoiding Ethical Violations

    Dec 1, 2:00 PM - 4:00 PM (ET)

    Avoiding Ethical Violations 

    Includes a Live Event on 12/01/2015 at 2:00 PM (EST)

    During 2011 the IRS announced major revisions to Circular 230. In 2012 it announced new proposed changes. We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. Circular 230 has recently been revised and it has imposed new duties and responsibilities upon practitioners who represent taxpayers before the IRS. Anyone who practices before the IRS must comply with these requirements. This class is designed to help you avoid violating your ethical duties and topics include the following:

    New standards and penalties for tax preparers

    New Circular 230 duties

    Potential conflicts of interest

    Correction of taxpayer mistakes

    What fees are unconscionable?

    Return of client records

    What taxpayer confidences may you disclose to the IRS?

    Every practitioner needs to understand his/her duties to the tax system and to his/her client. This class will assist you in balancing those duties.

    IRS CE: 2 Hours/Ethics
    NASBA CPE: 2 Hours/Regulatory Ethics

    Presented by Robert E. McKenzie, EA, Attorney

    NSA ConnectED Webinar Series
    Program Level: Basic/Intermediate
    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:

    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

    United States

  • ASV - Virginia Ethics for CPAs

    Dec 1, 5:00 PM - 7:00 PM (ET)

    Williamsburg, VA, United States