NSA Summer 2018 ConnectEd Webinars

  • Thu
    07
    Jun
    2018
    1:00 pm

    06/07/2018 at 1:00 PM - 4:00 PM (EDT)

    This webinar will review ten topics that are often tested on Part 1 - Individuals of the Enrolled Agents Exam. Materials include several comprehensive diagrams covering such topics as the individual format, netting capital gains and losses, IRA contribution and deductions, and the federal gift tax and the federal income tax. Length: 3-hours.

    IRS CE: 1 Hour/Federal Tax Law; 1 Hour/Federal Tax Law Update; 1 Hour SEE Exam Preparation
    NASBA CE:3 Hours/Taxes

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

    Register

  • Tue
    12
    Jun
    2018
    2:00 pm

    06/12/2018 at 2:00 PM - 4:00 PM (EDT)

    Congress has provided clients a gift with the new tax bill. In order to make the most of tax bill, accountants should look at tax planning opportunities under the new bill. In addition, tax planning is a great way to raise revenues outside of tax season while providing clients with tax savings. We will discuss what to look for on a client’s return to determine the kind of impact the tax law change will have. We will also identify different areas that a client can use in order to minimize his taxes for the year.

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

    Presented by Nicholas Preusch, CPA

    Register

  • Wed
    13
    Jun
    2018
    1:00 pm

    06/13/2018 at 1:00 PM - 4:00 PM (EDT)

    There are two 3-hour webinars devoted to Part 2 - Businesses of the Enrolled Agents Exam

    This webinar will cover ten topics often tested on Part 2, including business income and expense topics applicable to all businesses, sales or exchanges of business properties, and partnership taxation. Materials include several comprehensive diagrams covering such topics as MACRS rules, tax-deferred exchanges, Sec. 1231 property nettings, depreciation recaptures, and partnership formations. Length: 3-hours.

    IRS CE: 1 Hour/Federal Tax Law; 1 Hour/Federal Tax Law Update; 1 Hour SEE Exam Preparation
    NASBA CE:3 Hours/Taxes

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

    Register

  • Thu
    14
    Jun
    2018
    1:00 pm

    06/14/2018 at 1:00 PM - 4:00 PM (EDT)

    There are two 3-hour webinars devoted to Part 2 - Businesses of the Enrolled Agents Exam.

    This webinar will review ten topics that are often tested on Part 2 of the exam, including all tax issues related to both C Corporations and S Corporations, estate and trust income taxation, and business retirement plans. Materials include several comprehensive diagrams covering such topics corporate formation, corporate tax format, corporate distributions, and business retirement plans. Length: 3-hours.

    IRS CE: 1 Hour/Federal Tax Law; 1 Hour/Federal Tax Law Update; 1 Hour SEE Exam Preparation
    NASBA CE:3 Hours/Taxes

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

    Register

  • Tue
    19
    Jun
    2018
    2:00 pm

    06/19/2018 at 2:00 PM - 4:00 PM (EDT)

    Some of the most important decisions in our lives are not made until the moment is upon us. These are the kinds of decisions we should be making now, for they can directly affect our well-being in the future. There are financial, personal, and health care decisions that will be necessary as we grow older, such as when to make lifetime or postmortem account deposits or withdrawals, choosing where to live, and deciding on the type and extent of treatment in the event of a terminal illness.

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

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

    Register

  • Wed
    20
    Jun
    2018
    2:00 pm

    06/20/2018 at 2:00 PM - 4:00 PM (EDT)

    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.

    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.

    Register

  • Tue
    10
    Jul
    2018
    2:00 pm

    07/10/2018 at 2:00 PM - 4:00 PM(EDT)

    Trusts and estates are required to file Form 1041 each year. However, the rules around these filings can often be confusing and making a mistake can be costly. We will look at trust and estate rules in order to help learn the basis of preparing Form 1041. We will also look at common mistakes preparers make when preparing Form 1041.

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

    Presented by Nicholas Preusch, CPA

    Register

  • Thu
    02
    Aug
    2018
    2:00 pm

    08/02/2018 2:00 pm - 4:00 pm Eastern Time

    IRS.gov has tax professionals searching to find answers to their questions. Tax professionals report hours wasted on the telephone waiting to get help, assistors either unhelpful or lack knowledge to help, and the IRS Practitioner Hotline is overworked and understaffed.

    This webinar will go into depth on IRS.gov for the tax professional to help you best navigate and effectively use the site.  These two hours will save you loads of time!

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

    Presented by Beanna J. Whitlock, EA CSA

    Register

  • Thu
    16
    Aug
    2018
    2:00 pm

    08/16/2018 at 2:00 PM - 4:00 PM(EDT)

    The new partnership audit rules took effect January 1, 2018. All partnerships (big and small) should take action now to implement changes required under the new law. This presentation will cover the following:

    • The fundamentals of partnership audit procedures
    • The problems with the prior partnership audit rules
    • The new default partnership audit regime and the impact on partners
    • The methods to avoid the new default partnership audit regime, including the election out
    • The steps that partnerships need to take in 2018

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

    Presented by T. Joshua Wu

    Register Now

  • Mon
    17
    Sep
    2018
    2:00 pm

    09/17/2018 at 2:00 pm - 4:00 pm Eastern Time

    Designed for tax professionals who share the same ethical concerns of quality of work product and dedication to public service.  A review of several areas of Circular 230 in the context of the real world of taxation will leave tax professionals aware of ethical dilemmas and confident that although ethical trials will come there way the measurement of success is how the ethical dilemma is handled.

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

    Presented by Beanna J. Whitlock, EA CSA

    Register

  • Wed
    19
    Sep
    2018
    2:00 pm

    09/19/2018 2:00 pm- 4:00 pm Eastern Time

    Most tax professionals have clients that span 20 to 30 years - have you noticed your clients getting older?

    Senior clients are becoming the practice of many tax professionals.  The webinar will concentrate on issues of aging and how the tax return preparer can best accommodate the needs of their Senior client when they know the health issues and the issues of aging that the taxpayer is experiencing.  The question of when can the Senior no longer participate in the preparation of their tax return and who do you go to for assistance will be answered.  The issue of client confidentiality and in protecting the preparer will be addressed.  How to market to Seniors, communicate with Seniors and how to be proactive for Senior clients will be addressed.

    Learning Objectives:

    • Recognize the needs and issues of senior clients and be aware of their changing needs
    • Adapt communication strategies for senior clients
    • Identify unique tax & planning challenges of senior clients
    • Identify clients who need planning assistance and advise
    • Describe Circular 230 as it relates to your senior client
    • Assess the tools for working with senior clients
    • Identify what your senior clients can and should expect from you

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

    Presented by Beanna J. Whitlock, EA CSA

    Register

  • Thu
    20
    Sep
    2018
    2:00 pm

    09/20/2018 at 2:00 PM - 4:00 PM(EDT)

    IRC 469 is one of the most confusing sections in the IRC. In this presentation, we will take an in-depth dive into IRC 469 going into the complexities of the section. We will discuss items such as self-rentals, grouping elections, and other miscellaneous issues. We will also look at different tax planning strategies with passive losses that can help clients out.

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

    Presented by Nicholas Preusch, CPA

    Register

  • Tue
    25
    Sep
    2018
    2:00 pm

    09/25/2018 at 2:00 pm - 4:00 pm Eastern Time

    The Tax Cuts and Jobs Act greatly affects the business world and individual taxpayers. There are now significant planning opportunities in using the new qualified business income deduction. There are also important business tax changes in regards to depreciation, business deductions, like-kind exchanges, and AMT.  Individual taxpayers are affected by changes to tax rates, exemptions, deductions and tax credits. The new law also impacts individuals who are homeowners in high-tax states, are divorced, have dependents, have IRAs, and for those subject to AMT. This webinar will describe the major changes due to the new law and provide strategies for taking advantage of the changes.

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

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

    Register

  • Thu
    18
    Oct
    2018
    2:00 pm

    10/18/2018 2:00 pm- 3:00 pm Eastern Time

    Tax professionals in attendance will learn about the most significant tax law changes in 30 years for business taxpayers, whether Schedule C, C corp, S Corp or Partnership, including Estates and Trusts.  All business taxpayers are affected - no one escapes.

    Tax professionals will:

    1. Comprehend the concept of the C corporation and the new flat tax rate of 21%, changes for fiscal year taxpayers, and which C corps are in danger.
    2. Review the rules on Meals and Entertainment.
    3. Interpret the new rules on depreciation, including bonus and why IRC 179 is no longer the primary method to expense.
    4. Learn about the IRC 199A deduction, known as the 20%, when it is available and who will not get this benefit.
    5. Evaluate issues of changing federal tax classification and whether it is appropriate for the taxpayer.

    IRS CE: 1 Hour/Federal Tax Law Update

    NASBA CE: 1 Hour/Tax Law Update

    Presented by Beanna J. Whitlock, EA CSA

    Register

  • Mon
    22
    Oct
    2018
    2:00 pm

    10/17/2018 2:00 pm-4:00 pm Eastern Time

    After an audit or collection case, taxpayers may find they want to challenge the IRS in court. Taxpayers have options for filing suit depending on whether they want to challenge before or after paying the tax. The presenter will discuss the various forums for litigating tax disputes, with a focus on the U.S. Tax Court. Topics to be covered include the structure of the U.S. Tax Court, the court’s role in adjudicating tax disputes, and strategies to help win your case in court.

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

    Presented by T. Joshua Wu

    Register

  • Tue
    23
    Oct
    2018
    2:00 pm

    10/23/2018 2:00 pm-4:00 pm Eastern Time

    A client’s completed Form 1040 is the single most important financial document available to assist a financial planner in understanding a client’s current financial situation. In addition to any other attached forms or schedules, the 1040 shows the details of all income sources, number of dependents, marital status, and contributions and withdrawals from IRAs and qualified plans.

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

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

    Register

  • Thu
    01
    Nov
    2018
    2:00 pm

    11/01/2018 2:00 pm- 3:00 pm Eastern Time

    Tax professionals in attendance will learn about the most significant tax law changes in 30 years for business taxpayers, whether Schedule C, C corp, S Corp or Partnership, including Estates and Trusts.  All business taxpayers are affected - no one escapes.

    Tax professionals will:

    1. Comprehend the concept of the C corporation and the new flat tax rate of 21%, changes for fiscal year taxpayers, and which C corps are in danger.
    2. Review the rules on Meals and Entertainment.
    3. Interpret the new rules on depreciation, including bonus and why IRC 179 is no longer the primary method to expense.
    4. Learn about the IRC 199A deduction, known as the 20%, when it is available and who will not get this benefit.
    5. Evaluate issues of changing federal tax classification and whether it is appropriate for the taxpayer.

    IRS CE: 1 Hour/Federal Tax Law Update

    NASBA CE: 1 Hour/Tax Law Update

    Presented by Beanna J. Whitlock, EA CSA

    Register

  • Thu
    08
    Nov
    2018
    2:00 pm

    11/08/2018 2:00 pm-3:00 pm Eastern Time

    Tax professionals are becoming a frequent target for hackers and other cyber criminals. This course will cover the most common forms of cybercrime, including corporate account takeover, identify theft, data theft, and ransomware. The presenter will discuss steps that professionals can take to mitigate the risk of cyber-attacks. The attendees will also learn about the ethical duties that tax practitioners have with respect to protecting client data.

    IRS CE: 1 Hour/Federal Tax Law;

    NASBA CE: 1 Hour/Taxes

    Presented by T. Joshua Wu

    Register

  • Thu
    15
    Nov
    2018
    2:00 pm

    11/15/2018 2:00 pm-3:00 pm Eastern Time

    Tax professionals are becoming a frequent target for hackers and other cyber criminals. This course will cover the most common forms of cybercrime, including corporate account takeover, identify theft, data theft, and ransomware. The presenter will discuss steps that professionals can take to mitigate the risk of cyber-attacks. The attendees will also learn about the ethical duties that tax practitioners have with respect to protecting client data.

    IRS CE: 1 Hour/Federal Tax Law;

    NASBA CE: 1 Hour/Taxes

    Presented by T. Joshua Wu

    Register

  • Tue
    04
    Dec
    2018
    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

    Register

  • Mon
    17
    Dec
    2018
    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

    Register

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