NSA ConnectEd Winter Webinars

  • Tue
    2:00 pm

    12/04/2018 2:00 pm-4:00 pm Eastern Time

    Most withdrawals from qualified plans, traditional IRAs, SEP-IRAs, and SIMPLE plans are taxed as ordinary income, so that a lot of retirement distributions equal large income due to the ordinary income tax treatment of these withdrawals. To make matters worse, as the amount of taxable retirement income increases, more of the Social Security income received (up to 85%) can be added to the gross income section of the Form 1040 and be taxed again. Many people approaching retirement do not consider the reduction of retirement income lost to income tax, requiring them to take out more and more income, which increases the tax even more. This webinar will highlight the tax rules of withdrawals and provide strategies for maximizing retirement income while minimizing the income tax impact of the distributions.

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

    Eric A. Smith, CFP, CLU, ChFC, CRPC, ATP


  • Wed
    2:00 pm

    12/12/2018 2:00 pm-4:00 pm Eastern Time

    Do you feel overwhelmed when your client hands you a Partnership K-1? Where do you start, what questions do you ask, and what do you need to know? What qualifies for the 20% QBI deduction? With the increasing popularity of pass through entities, it is more likely that you may be dealing with a K-1 from a partnership on your client’s tax return. We will discuss how to take the K-1 items to the 1040 Tax Return and practice points on issues such as passive and active participation, basis issues, and unreimbursed partner expenses. Included in this session are real life examples, potential hazards, and resources to keep you in compliance and help you report the K-1 correctly.

    IRS CE: 2 Hours/Tax Law Updates
    NASBA CE: 2 Hours/Tax Law Updates

    Presented by Kathy Hettick, EA, ABA, ATP and Gene Bell, EA, ATA, CFP


  • Mon
    2:00 pm

    12/17/2018 2:00 pm-4:00 pm Eastern Time

    One of the most important courses accountants take each year is their annual ethics. Using proper ethical tools, such as due diligence, allows accountants to avoid many malpractice issues. In this class, we will discuss tax quality control documents, their impact on a tax practice, and how having proper procedures in a tax qualify control document and reduce the risks of a malpractice lawsuit.

    IRS CE: 2 Hours/Ethics
    NASBA CE: 2 Hours/Ethics

    Presented by Nicholas Preusch, CPA


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