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

  • MAPA 2017 Gear Up 1040 Individual Tax

    Dec 13 - 14, (CT)

    Course Information

    Credits: 16 — Taxation
    IRS Program Number: DBWVH-T-00010-13-I
    Field of Study: Taxation
    Prerequisites: Knowledge of income tax return preparation
    Course Level: Basic

    • Cutoff Date: November 21, 2017 — early registration & lodging

    Content

    This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures as well as new case law to help the busy practitioner stay current. Speakers are all practicing preparers who share effective tips and insights to help you get ready for this tax season. Some of the hot topics we cover include changes to health care law, resolving ID theft problems, reporting in the sharing economy and adjusting for compensation- based covered securities. All new law, once passed, will be covered.

    CTEC Members: The Gear Up 1040 self-sponsored seminar does not award CTEC Federal Tax Update credits. A three-hour webinar (no exam) will be held December 2017, which satisfies the three- hour Federal Tax Update CTEC requirement. Purchase any Gear Up self-sponsored 1040 seminar and qualify for the free webinar. Webinar invitations will be sent via email in November.

    gear up 1040 tax program schedule

    Fees

    • Members postmarked by November 21 — $370
      postmarked after November 21 — $395
    • Non-members postmarked by November 21 — $470
      postmarked after November 21 — $495

    Seminar fee includes tuition, instructional materials, lunch, and refreshments.

    Lodging

    Embassy Suites Bloomington 
    2800 American Boulevard West 
    Bloomington, MN 55431

    • Phone: 952-884-4811
    • Website: www.embassysuites.com
    • Rate: $139 per night, single or double - Reference MAPA
    • Room block cutoff: November 21, 2017

    Speaker

    Dave Krebs & Mike Gordon

    Bloomington, MN, United States

  • State and Federal Update

    Jan 4, 9:00 AM - 5:00 PM (PT)
    Register online at www.oaia.net

  • MAPA 1040 Tax In Depth

    Jan 8 - 9, (CT)

    Course Information

    Credits: 16 — Taxation
    IRS Program Number: DBWVH-T-00025-17-I
    Field of Study: Taxation
    Prerequisites: Knowledge of income tax return preparation
    Course Level: Basic

    • Cutoff Date: December 22, 2017 — early registration & lodging

    Objective/Audience

    This seminar is designed for accountants who prepare personal income tax returns and also do tax planning for their clients.

    Content

    This course is written to be the most up-to-date practical 1040 class in America. The course begins with all of the last-minute and current year changes that can affect an individual tax practice. From Congressional changes to IRS rulings, from the latest practice concerns to compliance issues, we review all of the pressing issues of a tax practice the first thing out of the gate, in a deep practical approach that leaves nothing out. Every one of our speakers is required to be a current practitioner with knowledge and humor who brings their current experience to the room in a presentation approach designed to make the class rewarding, interesting and stimulating.

    We utilize cutting-edge technology to provide you with literally hundreds of hyperlinks, useful websites, supporting research and case law citations to arm you with the most powerful annual guidance available. Driven by current year changes, we make sure to discuss them all before moving to reviews of current year problem areas identified by our practitioner-speakers as the most pressing issues of the year. This course provides in-depth coverage of 1040 returns and the related schedules and forms with a particular emphasis on problem areas. You will also find practical advice on managing your tax practice as well as relevant tax planning strategies and tax savings measures to offer your clients.

    gear up 1040 tax program schedule

    Fees

    • Members postmarked by December 22 — $370
      postmarked after December 22 — $395
    • Non-members postmarked by December 22 — $470
      postmarked after December 22 — $495

    Seminar fee includes tuition, instructional materials, lunch, and refreshments.

    Lodging

    DoubleTree Bloomington South
    7800 Normandale Blvd
    Minneapolis, MN 55439

    • Phone:952-835-7800
    • Website: www.doubletree3.hilton.com
    • Rate: $99 per night, single or double - Reference MAPA
    • Room block cutoff: December 22, 2017

    Speaker

    Bob Jennings & Bill Leonard

    Minneapolis, MN, United States

  • 1040 Tax in Depth, Tidewater

    Jan 11 - 12, (ET)
    Time:
    7:30 am - 8:00 am - Registration/Breakfast
    8:00 am - 5:00 pm - Seminar

    CPE: 16
    Category: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live