NSA 2015 Top Rated Tax Forum Speakers and Sessions Ranked in the Top Ten
NSA IRS Tax Forum speakers, Kathy Hettick, EA, ABA, ATP and Gene Bell, EA, ATP, CFP got high marks from attendees at all five 2015 summer Tax Forums.
Kathy and Gene presented two classes at the forums.
Client Consents and Disclosures – ‘How To’ for the Tax Professional received a 96.5% rating for speaker knowledge, useful information and presentation of material and was the fourth highest rated session at the forums (out of 40 sessions).
Advantages and Disadvantages of Electing to be Taxed as an S-Corporation received a 95.6% rating for speaker knowledge, useful information and presentation of material and made was the sixth highest rated session at the forums.
Kathy and Gene will be teaming up to offer NSA ConnectEd webinars this fall including:
Preparer Due Diligence in the Real World
November 5, 2015
2:00-3:00 PM EST
IRS CE: 1 Hour/Federal Tax Law
NASBA CE: 1 Hour/Taxes
Register
Do you ever worry about all of the "due diligence" that is required? Are you asking the right questions?
At this webinar, they will present scenarios and resources you need to be confident in the real world of tax preparation.
Upon completion of this course, you will be able to:
• Develop a strategy for client meetings to ask your clients the right questions to get the right information
• Describe the importance of documentation
• Recognize the potential for conflicts of interest
• Define a process of persistence and consistence in your office
Advantages and Disadvantages of Electing to be Taxed as an S-Corporation
Their top-rated class from the IRS Nationwide Tax Forums
December 10, 2015
2:00-3:00 PM EST
IRS CE: 1 Hour/Federal Tax Law
NASBA CE: 1 Hour/Taxes
Register
S-Corporations continue to be the most popular entity for a small business. Is it the best choice for your client?
In this session, they will cover the tax advantages and disadvantages of electing to be taxed as an S-Corporation. You will better understand issues such as: the built in gains tax; NIIT, double taxation; flow through; insufficient basis and at-risk rules; debt basis; fringe benefits; distributions vs payroll; dividends; small business stock sale; one class of stock; inability to make special allocations; limited shareholders; limited liability; perpetual life; strict administration and avoiding accumulated earnings tax.
They will present scenarios and provide resources you need so you can be confident when you meet with your client.
About Kathy and Gene
Kathy Hettick, EA, ABA, ATP, has been the owner and principal of an accounting and tax practice for over 23 years. She has held numerous leadership positions at local, state, and national levels, including WAA President and currently serves as NSA's President 2015-2016.
Gene Bell, EA, ATA, CFP, is the owner and president of Gene Bell & Associates, Inc. where he provides personal and business tax preparation and planning as well as wealth management services. He was awarded the NSA Distinguished Service Award for 2012.
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