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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
  • MAPA - Gear Up Estates & Trusts

    Jul 28, 8:00 AM - 5:00 PM (CT)

    Bloomington, MN, United States

  • ASPA - Social Security - Understanding your Clients Future

    Aug 4, 8:00 AM - 5:00 PM (MT)

    Mesa, AZ, United States

  • NSA Webinar - Bonus Depreciation Update & Cost Segregation Tax Planning

    Aug 4, 2:30 PM - 3:00 PM (ET)

    Bonus Depreciation Update & Cost Segregation Tax Planning

    Includes a Live Event on 08/04/2016 at 2:00 PM (EDT)

    This webinar will provide updates on bonus depreciation and cost segregation. It will clarify many confusing areas of bonus depreciation and discuss how it interacts with cost segregation. Finally, we will discuss any current case law or legal developments in the area of Cost Segregation.

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

    • Apply depreciation rules
    • Explain leasehold improvement rule changes
    • Determine long production period property and qualified LHI
    • Implement bonus depreciation planning strategies
    • Recognize self constructed property and 10% safe harbor
    • Identify qualified retail and restaurant property

    IRS CE: 1 Hour/Federal Tax Law Update
    NASBA CE: 1 Hour/Tax

    Presented by Malik Javed, CCSP

    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

  • AAATP - Social Security

    Aug 6, 8:00 AM - 5:00 PM (MT)

    Mesa, AZ, United States

  • MAPA - Retirement Advisers Program Series

    Aug 9 - 10, (CT)

    Otsego (Elk River), MN, United States

  • NSA Webinar - Tax Professionals with International Clients

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

    Americans have increasing international tax reporting requirements. With more immigrants coming to the U.S. and the increase in nonresidents who have real estate or business interests in the U.S., create the need for preparers to have at least a basic understanding of international tax issues.

    During the webinar, you will get a basic overview of international tax issues including potential tax filings, FBAR and FACTA, potential first year tax elections such as 601(g) and (h), expatriation requirements, tax treaties, tax filing and planning, foreign tax credits and earned income exclusion and the non-filer program.

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

    • Differentiate between FBAR and FATCA, differences and similarities
    • Recognize how a how tax treaties interact with tax filing and tax planning
    • Describe what is involved in giving up US citizenship (expatriating)
    • Discuss the current IRS non-filer programs
    • Explain first year elections for immigrants
    • Apply Foreign Tax Credits and the Foreign Earned Income Exclusion

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

    Presented by Dale A. Walters, CPA, PFS, CFP

    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.

    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