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 

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

  • MSATP Issues Facing Businesses - Members Only

    Jun 22, 8:00 AM - 4:30 PM (ET)
    Often critical business issues require the client’s legal and accounting professionals to work together. It is important for a business’s advisors to have a mutual understanding of the issues to develop a strategy that is best suited for the client. To that end, during the course of this all-day seminar, Miles & Stockbridge lawyers will share their unique insight into the legal aspects of the most common issues facing businesses today. The “Issues Facing Businesses” seminar intends to provide a robust , panoramic view of the business issues that we see most often and an understanding of the underlying, essential legal terms and concepts that affect everything from choosing the right entity, proper entity maintenance, start-up/venture funding, exit planning, to avoiding the most common legal pitfalls. We will also address the new hot button topic of protection of client data and how to handle a data breach.
    Baltimore, MD, United States

  • GAATP - 2017 Convention and Annual Meeting

    Jun 22 - 24, (ET)
    The Georgia Association of Accountants and Tax Professionals (GAATP) will hold its 2017 Convention and Annual Meeting June 22-24. Titled CPE in the Garden, the two-day conference will host several workshops including:
    • Death and Taxes: Estate Planning Fundamental for Accountants - Session will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, and introduce accountants to some advanced estate planning techniques.
    • So I Missed an Election... Now What? - Session will focus on various late election procedures with a focus on late election relief under Section 9100 Relief. The course will also cover the ethical issues tax preparers face in advising clients on making late elections.
    • Fundamentals of Corporate Tax - Session will introduce attendees to the basic concepts associated with corporate tax and how the Code, regulations and IRS guidance advise businesses to treat certain corporate transactions.
    • Partnership Taxation for Accountants - Session examines tax issues related to the formation and operation of partnerships and considers the income tax consequences to both the partnership and the partners.
    • Tax Reform 2017 - A top priority for the Trump administration and Congressional Republican leaders has been anoverhaul of the Internal Revenue Code. Session will provide attendees with an update on the tax reform efforts in DC.
    • Business Planning Fundamentals for Accountants - From a business at the start up phase to one that is winding down, the accountant is often the guide leading the client through this uncertain period. Session will cover the basics of each phase of the business life cycle.
    • Overlooked Deductions - Session will introduce attendees to these tax breaks and loopholes that are often overlooked and missed.
    • Real World Ethics - Session discusses the ethical dilemmas that tax professionals face in the real world on a daily basis.
    Pine Mountain, GA, United States

  • EA Exam Prep Part 3: Representation, Practice and Procedures

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

    This webinar will reviews ten topics that are often tested on Part 3- Representation, Practice and Procedures of the Enrolled Agents Exam. Materials include several comprehensive diagrams covering such topics as the sources of primary tax authority, possible tax preparer penalty thresholds, and indirect income estimation methods. Length: 2-hours.


    1. Practice Before the IRS and Unenrolled Preparers
    2. Enrollment to Practice and CPE Requirements
    3. Power of Attorney Issues
    4. Tax Information Authorizations (TIAs) and Central Authorization Files (CAFs)
    5. Administration Proceedings for Complaints Against Enrolled Agents
    6. Electronic Filing - Special Issues
    7. IRS Notices of Deficiencies and Audits'
    8. IRS Appeals Procedures and Court Options
    9. Tax Preparers: Definitions and Possible Penalties
    10. Tax Advice

    • Sample questions for each topic are interspersed within the presentation and will be worked on and explained.
    • Test-taking tips and tricks will be emphasized.
    • You'll also receive a link to the "Top 150" questions per part—essential questions complete with explanations on topics that you will absolutely need to master to pass the EA exam.
    IRS CE: 2 Hours/Ethics
    NASBA CE: 2 Hours/Regulatory Ethics

    Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, CPA, Ph.D.

    NSA EA Exam Prep Webinars

    This series of four webinars cover selected, heavily-tested parts of the Enrolled Agent (EA) exam--you can take the complete series or any part.
    https://nsawebinars.nsacct.org/ea-exam-prep-series

    Register for all four in one order and save 20%!

    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

  • Death and Taxes: Estate Planning Fundamentals

    Jun 29, 2:00 PM - 4:00 PM (ET)

    Accountants and tax preparers are often confronted with estate tax and estate planning issues, from assisting attorneys with transfers following a client’s death to filing tax returns for trusts and estates.

    This webinar will cover the basics of estate planning, including an overview on wills, trusts, and powers of attorney, as well as introduce participants to some advanced estate planning techniques. The course will also cover various tax implications involving trusts and estates, including a review of the estate tax, gift tax, and generation skipping tax.

    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

  • Analyzing 990s and Expanding Not-for-Profit Practice

    Jul 18, 2:00 PM - 4:00 PM (ET)

    In this webinar, we will discuss the different reporting requirements of Form 990 and its related schedules, including how to use a company's 990 when trying to retain them as a new client. We will also look at common mistakes practitioner's make when preparing Form 990 and ways to increase realization on preparing these returns.

    Presented by Nicholas Preusch, CPA

    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

  • Wading Through Murky Waters: How to Successfully Represent Your Client in Collection Matters

    Jul 19, 2:00 PM - 4:00 PM (ET)

    Tax collections can be as stressful on the tax advisor as they can be on the client. There are various forms and letters that the IRS may send and a number of different collection procedures and defenses that may be employed.

    This webinar will cover the foundations of tax collections, the tools the IRS has to collect outstanding tax liabilities, the options available to the taxpayer to resolve a collection case, and the procedures for reaching a resolution. Concepts to be covered include tax liens and levies, collection due process hearing, installment agreements and offers in compromise.

    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