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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 Health Care Seminar

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

    Bloomington, MN, United States

  • MAPA - Gear Up Estates & Trusts

    Jul 9, 8:00 AM - 5:00 PM (CT)

    Bloomington, MN, United States

  • ConnectED Webinars - Alternative Minimum Tax for Individuals-Planning Issues

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

    Alternative Minimum Tax for Individuals-Planning Issues

    July 9, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    The alternative minimum tax (AMT) continues to snare more and more individual taxpayers in its web each year.  This webinar will address a variety of planning strategies that either help avoid the AMT or minimize its impact if the events causing the AMT have already occurred. 

    A comprehensive case study is used to first introduce the nuances of the AMT computation and the related AMT credit.  This is followed by a discussion of key planning ideas, such as:

    • the decision to accelerate income or defer deductions,
    • the choice of cost recovery method,
    • the timing of asset dispositions,
    • the election to use deductions in lieu of credits, and
    • the computation of "breakeven" points of regular taxable income and alternative minimum taxable income. 
    • The computation, composition, and application of the AMT credit will also bediscussed in detail.

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

    Presented by John Everett and Cherie Hennig

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

    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.

     

    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

  • ConnectED Webinars - Social Security: Basics to Maximizing Strategies

    Jul 14, 2:00 PM - 3:00 PM (ET)

    Social Security: Basics to Maximizing Strategies

    July 14, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    Let's find out how much of what you think you know about Social Security is correct.  This webinar will cover information from the most basic to the most sophisticated in a humorous and reasoned presentation from who, besides the worker, can receive benefits, including divorced spouses; filing options before, at and after full retirement age; maximizing strategies; and  how work affects payments and benefits.

    Learning Objectives:
    At the end of this session you will be able to:

    • Explain basic eligibility and how payments are calculated.
    • Identify who might be eligible on your client's social security record and when.
    • Help your clients understand what happens when they take their payments at a particular age, and more importantly, how they can increase their payout.
    • Answer questions about those maximizing strategies in the news.

    Our presenter will also offer other information about survivors, disability and Medicare. Additional resources will be furnished.

    Presented by James Pavletich

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

     

    NSA ConnectED Webinar Series

    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.


    United States

  • IRS - Tagible Property Regulations Webinar

    Jul 15, 2:00 PM - 4:00 PM (ET)
     Get your questions answered during the FREE 2-hour webinar…

     Topic: Tangible Property Regulations

     Date Wednesday, July 15, 2015

     Time11:00 a.m. (Pacific); Noon (Mountain); 1:00 p.m. (Central); 2:00 p.m. (Eastern)

     

    Highlights of What's Covered:

    • General rules contained in the Internal Revenue Code (IRC)
    • Acquisition and Production Costs
    • Applicable Financial Statements (AFS)
    • Materials and Supply rules
    • Improvements vs. Repairs
    • Betterments, Restorations and Adaptations
    • Safe Harbor
    • Election to Capitalize Repair and Maintenance Costs
    • Method Changes
    • Simplified Procedures for Small Business Taxpayers
    • Plus live Q&A with IRS Subject Matter Experts

     

    CPE:  Earn up to:   Two CE Credits – Category: Federal Tax Update

     

    PTIN Holders: In order to get your CE reported to the IRS, ensure that your first name, last name and PTIN match your account.

    Your PTIN must begin with the letter P followed by 8 numeric characters. If your name and PTIN are incorrectly entered, you may

    still receive a certificate but your credit will not be reported to the IRS.

    United States

  • NSA ConnectED Webinar - Preparing Minister's Taxes

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

    Preparing Minister's Taxes

    July 16, 2015 at 2:00 PM EDT, 1:00 PM CDT, 12:00 PM MDT, 11:00 AM PDT

    This session will cover the ins and outs of preparing this specialty niche client, considering such topics as proper treatment of housing allowance, self-employed vs. church employee, proper W2 preparation, estimated taxes, and other considerations.

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

    Presented by Kay Mortimer, EA

    NSA ConnectED Webinar Series
    Learning Objective:

    Program Level: Basic
    Prerequisites:None
    Advance Preparation:None

     

    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.

     

    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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