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 

Phone: (202) 495-2919
Fax: (202) 403-3871

  • MSATP ACA Updates and Requirements

    Oct 17, 10:00 AM - 12:00 PM (ET)
    In this presentation we will dig into the following:
    -How we got to where we are now
    -what are the current regulations and how employers and employees are affected
    -what are the proposed regulations and what will they mean ( if not already passed)
    -what the accountants need to be aware of
    -What are the Current Fines and Penalties and Proposed Legislation
    -what do we know about the future of healthcare
    -the responsibilities of the Accountant and Broker
    -how to protect your practice and employers
    -strategies…. ounce of prevention is worth a pound of cure
    Columbia, MD, United States

  • MSATP Maryland Exam Prep Course

    Oct 17, 1:00 PM - 5:00 PM (ET)

    The Exam Prep Course for Maryland Preparers is an instructor-led four hour overview of the eleven content areas that will be tested on the exam.
    The eleven content areas covered are: Federal: Filing a Tax Return; Income; Assets; Adjustments to Income; Alimony; Deductions; Tax computation; Credits; Other Taxes Due; Payments; and State: MD State Individual Tax Preparation; and Ethics.

    The outline of the class includes: Examination preparation tips; reviewing sample Federal and State multiple choice questions and how to derive the correct answers; examination reference materials; scheduling procedures; examination center locations; reporting to the examination center; taking the examination by computer; score reporting and examination registration form.

    The best part of this class is that you will be given over three hundred Federal and State multiple choice questions and the explanation of the answers to practice on your own to prepare you to Pass this Exam!

    Columbia, MD, United States

  • Up in Smoke: The Ethical and Tax Implications from the Legalization of Marijuana

    Oct 17, 2:00 PM - 4:00 PM (ET)

    The convergence of federal and state law on the distribution and use of marijuana raises numerous legal issues for growers, distributors, marijuana users and attorney advisers, among others. This course will examine how interested parties navigate the legal haze surrounding the booming industry with a particular focus on the how the Rules of Professional Conduct and the tax code are implicated.

    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.

    United States

  • MSATP Enrolled Agents Ethics

    Oct 18, 10:00 AM - 12:00 PM (ET)
    This course meets the specific ethics requirements for Enrolled Agents. It covers the following subject areas:
    • Circular 230
    • IRS Practice Issues
    • What does “practice before the IRS” mean
    • Proper interaction with the client
    • Verification of taxpayer provided information
    • Properly marketing your practice
    Columbia, MD, United States

  • MSATP Human Resource Update- Hiring & Firing Issues

    Oct 18, 1:00 PM - 3:00 PM (ET)

    The Seminar titled “Hiring and Firing” will focus on the hiring process from advertising for the position to interviewing and sending of the offer letter; and will finish with the termination process including any parting payments and unemployment benefits.

    The Seminar will also discuss drug testing, background checks and execution of restrictive covenants as part of the hiring process. As part of the termination process there will be a discussion regarding the at-will relationship and wrongful termination claims.

    Lastly, there will be a discussion on the recent employment laws passed in the Maryland 2017 legislative session.

    Columbia, MD, United States

  • MSATP Maryland CPA Ethics

    Oct 18, 1:00 PM - 5:00 PM (ET)
    This course is designed to meet the four hour ethics requirement for Maryland CPAs. It will address proper interaction of accountants with the public; professional conduct; best business practices; case studies on ethical dilemmas; business ethics; proper internal control; discussion on ethics violations, and CPAs responsibilities to keep compliant.
    Columbia, MD, United States