NATP Tax Compliance & Planning Workshops by TaxInformation

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									                                  National Association of Tax Professionals




Tax
COMPLIANCE
& PLANNING
Workshops
• S Corporation Workshops
• Tax Topic Workshops
Education focused on what today’s tax professional
needs to know – delivered clearly.
S CORPORATION WORKSHOPS
Day One                                                                        Day Two
PREPARING S CORPORATION RETURNS                                                INTERMEDIATE S CORPORATIONS
8 CPE Credits                                                                  8 CPE Credits
Course Level: Basic                                                            Course Level: Intermediate
Prerequisite: Basic knowledge of accounting                                    Prerequisite: Basic knowledge of Form 1120S

This hands-on workshop is designed for tax and financial professionals who      This hands-on workshop is designed for tax and financial professionals
are looking to expand their practice by completing S corporation returns.      who prepare S corporation returns. This class is ideal for individuals who
We’ll go over the basics of S corporations including advantages and            have prepared S corporation returns for several years and are looking to
disadvantages of forming an S corporation, eligible corporations, electing     improve their skills to assist clients with their continuing needs.
S corporation status, and more.
                                                                               Objectives
We’ll then take a line-by-line look at Form 1120S and its related schedules    Upon completion of this course, you will be able to:
A, B, K, K-1, L, M-1, and M-2. This class is ideal for individuals who have    • Determine the S corporation’s risk for corporate level tax.
never prepared a corporate return before or have very limited experience.      • Compute and report the built-in-gains tax.
                                                                               • Examine the tax ramifications of transactions between an S corporation
Objectives                                                                       and its shareholders.
Upon completion of this course, you will be able to:                           • Calculate shareholder basis in stock and debt.
• Identify the advantages and disadvantages of S corporation status.           • Explain the consequences of shareholder distributions.
• Explain the method for electing S corporation status.                        • Complete the final 1120S and related forms for S corporation liquidation.
• Apply for relief for late S corporation elections.
• Identify separately stated items and properly report them to shareholders.   Times
• Complete a basic S corporation income tax return.                            Classes are held from 8:00 a.m. – 4:30 p.m.
• Calculate S corporation shareholder stock basis.                             For general workshop information, visit www.natptax.com.




                         PO BOX 8002 • APPLETON, WI 54912 • PH: 800.558.3402 • FX: 800.747.0001 • www.natptax.com
                                                                                  S CORPORATION WORKSHOPS
Fees                                                                           DATES AND LOCATIONS                  Lancaster, PA • September 23 – 24
Listed are the Priority Registration rates. Any registrations                                                       Course Code: TW1007
received less than 10 days prior to the session date will be                   Tampa, FL • August 12 – 13           Eden Resort Inn
charged an additional $35. Refreshments are included.                          Course Code: TW1001                  222 Eden Road
                                                                               Doubletree Hotel Tampa Westshore     717.569.6444
                                        Member                                 Airport                              Room Rate: $120 single/double, when
                         Member                           Nonmember
                                        Associate*                             4500 W Cypress Street                reserved by 8.23.10
 One Day                    $205            $226               $247            813.879.4800
                                                                               Room Rate: $89 single/double, when   Phoenix, AZ
 Two Days                   $389            $431               $473                                                 September 30 – October 1
                                                                               reserved by 7.21.10
* A member associate is a nonmember who works in an office with                                                      Course Code: TW1009
an NATP member.                                                                Schaumburg, IL • August 19 – 20      Sheraton Crescent Hotel
                                                                               Course Code: TW1003                  2620 W Dunlap Avenue
Continuing Education Credits                                                   Radisson Hotel Schaumburg            800.325.3535
     The National Association of Tax Professionals is registered with          1725 E Algonquin Road                Room Rate: $109 single/double, when
the National Association of State Boards of Accountancy (NASBA), as                                                 reserved by 9.3.10
                                                                               847.397.1500
a sponsor of continuing professional education on the National Registry
of CPE sponsors. State Boards of Accountancy have final authority on the        Room Rate: $72 single/double, when
acceptance of individual courses for CPE credit. Complaints regarding          reserved by 8.5.10                   Hauppauge, NY • November 4 – 5
registered sponsors may be addressed to the National Registry of CPE                                                Course Code: TW1011
Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417.        Bellevue, WA • August 26 – 27        Hyatt Regency Long Island
Website: www.nasba.org.                                                        Course Code: TW1004                  1717 Motor Parkway
Instructional Method: Group-Live                                               Embassy Suites Hotel – Bellevue      800.233.1234
                                                                               3225 158th Avenue SE                 Room Rate: $128 single/double, when
NATP is also a recognized sponsor with the IRS, CFP®, CTEC, and
ACAT, and complies with all their continuing education requirements and        425.644.2500                         reserved by 10.8.10
rules. Unless otherwise stated, there are no other prerequisites or advanced   Room Rate: $99 single/$119 double,
preparation required to take courses. For all other CPE information, please    when reserved by 8.4.10
visit our website at www.natptax.com. Please note: CPE credit amounts are      Hotel Code: NTX
based on a 50-minute instructional hour.
TAX TOPIC WORKSHOPS
Day One                                                                       Day Two
SMALL BUSINESS TAX TOPICS                                                     INDIVIDUAL TAX TOPICS
8 CPE Credits                                                                 8 CPE Credits
Course Level: Intermediate                                                    Course Level: Intermediate
Prerequisite: Basic knowledge of income taxation                              Prerequisite: Basic knowledge of income taxation

This seminar covers small business topics under various entities. Topics      This information-packed course will explore the tax issues facing foreign-
covered will include: starting a business, automobile expenses, casualty      ers employed in the United States. It will also analyze the issues relating
and theft losses, installment sales, correcting depreciation, and selling a   to Roth conversions, net operating losses (NOLs), and the impact of
business. If you have clients who own or run small businesses, then this      job loss on the individual. Lastly, it will cover alternative minimum tax
workshop is for you.                                                          (AMT) and the minimum tax credit (MTC).

Objectives                                                                    Objectives
Upon completion of this course, you will be able to:                          Upon completion of this course, you will be able to:
• Determine the best entity choice for your client’s new business.            • Explain the tax issues facing foreign persons working in the U.S.
• Identify the tax treatment of automobile expenses and determine if it’s     • Identify tax issues that trigger AMT and compute the allowable credit
  best to purchase or lease a vehicle.                                          for the prior year’s minimum tax.
• Complete Form 6252, Installment Sale Income.                                • Analyze the advantages and disadvantages of Roth conversions in 2010.
• Complete Form 3115, Application for Change in Accounting Method, to         • Explore the tax impact of job loss and possible tax remedies.
  correct depreciation.                                                       • Compute an NOL and identify options available to carry the NOL back
• Complete Form 4684, Casualties and Thefts.                                    or forward.
• Allocate the sales price of a business to various asset classes and
  report the allocation on Form 8594, Asset Acquisition Statement Under
  Section 1060.




                          PO BOX 8002 • APPLETON, WI 54912 • PH: 800.558.3402 • FX: 800.747.0001 • www.natptax.com
Day Three                                                                        Times
ESTATES, GIFTS, & TRUSTS TAX TOPICS                                              Classes are held from 8:00 a.m. – 4:30 p.m.
8 CPE Credits                                                                    For general workshop information, visit www.natptax.com.
Course Level: Intermediate
Prerequisite: Basic knowledge of income taxation                                 Fees
                                                                                 Listed are the Priority Registration rates. Any registrations received less
This workshop is designed to update your knowledge of estate, gift, and          than 10 days prior to the session date will be charged an additional $35.
fiduciary income taxes, including recent developments, gift tax returns,          Refreshments are included.
the application of the generation skipping tax to gifts, and income tax
returns for Chapter 7 and 11 bankruptcy estates.                                                                         Member
                                                                                                          Member                          Nonmember
                                                                                                                         Associate*
Objectives                                                                        One Day                   $205            $226              $247
Upon completion of this course, you will be able to:
                                                                                  Two Days                  $389            $431              $473
• Discuss recent developments in estate, gift, and trust taxation.
• Prepare Form 709 gift tax returns for gifts of closely held stock, limited      Three Days                 $572         $635               $698
  partnership interests, life insurance policies, an income interest in chari-   * A member associate is a nonmember who works in an office with an
  table remainder trust (CRT), and debt forgiveness.                             NATP member.
• Explain the generation-skipping tax exemption allocation rules for gifts,
  and how to elect out of them.
• Prepare income tax returns for Chapter 7 and 11 bankruptcy estates.
                                                                                TAX TOPIC WORKSHOPS
DATES AND LOCATIONS                            Northbrook, IL (Chicago)
                                               September 27 – 29
Atlantic City, NJ • August 16 – 18                           W1008
                                               Course Code: TW1008
Course Code: TW1002                                          hicago-Northbrook
                                               Crowne Plaza Chicago-Northbrook
Bally’s Atlantic City                                        kee
                                               2875 N Milwaukee Avenue
1900 Pacific Avenue                             847.298.2525
Park Place and the Boardwalk                   Room Rate: $99 single/double, when reserved
800.345.7253                                   by 9.12.10
Room Rate: $105 single/double, when reserved
by 7.16.10                                     Syracuse, NY • November 1 – 3
                                                             W1010
                                               Course Code: TW1010
Arlington, TX • August 30 – Sept. 1            Genesee Grande Hotel
Course Code: TW1005                            1060 E Genesee Street
Crowne Plaza Suites Arlington                  800.365.4663
700 Avenue H East                                              9
                                               Room Rate: $119 single/double, when
817.394.5000                                                    10
                                               reserved by 10.1.10
Room Rate: $99 single/double, when reserved
by 8.9.10                                      Dedham, MA • November 8 – 10
                                                             W1012
                                               Course Code: TW1012
Windsor, CT • September 22 – 24                                ton
                                               Holiday Inn Boston Dedham Hotel
Course Code: TW1006                            55 Ariadne Road
Hilton Garden Inn Hartford North               781.329.1000
555 Corporate Drive                                            9
                                               Room Rate: $109 single/
860.688.6400                                                   erved
                                               double, when reserved by 10.8.10
Room Rate: $129 single/double, when reserved
by 8.21.10
REGISTRATION FORM                                                                Please submit a separate form for each person attending.
                                                                                                                                                     Member ID#:
Name:




                                                                                                                                   If applicable 
Full name, including middle initial, and designations, if applicable.
                                                                                                                                                     PTIN#:
                                                                                                                                                     CFP#:
E-Mail Address:
                                                                                                                                                     CTEC#:
Company Name:                                                                                                                                        CPA#:
Primary Mailing Address:                                                                                                                             EA#:

City:                                                                                                                State:                                        Zip:
Primary Phone:                                                                        Check here if the above address should be your main mailing address with NATP.
Listed are the Priority Registration rates. Any registrations received less than 10 days prior to the session date will be charged an additional $35.
                                                                                                    Member                   Non                            Course
 Check                                                                  Option   Member                                                                                        Fees
                                                                                                   Associate**              Member                          Code
             Small Business Tax Topics                              1 Day       $205                 $226                  $247
             Individual Tax Topics                                  2 Days*     $389                 $431                  $473
                                                                    3 Days*     $572                 $635                  $698
              Estates, Gifts, & Trusts
             Preparing S Corp. Returns                              1 Day       $205                 $226                  $247
             Intermediate S Corp.                                   2 Days*     $389                 $431                  $473

*Multiple day discount rate is for the same location only.                                                                                                    TOTAL:
If registering as a member associate,** please provide member name.
Additional fees apply for those paying at the door. Payment must accompany registration. Fees include refreshments. Registration confirmation will be sent via e-mail.
Did you remember to check which day(s) you will be attending?
Payment Method:             Check         Credit Card
Name as it appears on credit card:
Card #:                                                                                                                         Exp. Date:
Signature:
** A member associate is a nonmember who works in an office with an NATP member. NATP reserves the right to charge your credit card for late fees, errors, or
      omissions made when submitting this form. For general workshop information, including our cancellation and refund policy, visit www.natptax.com.                    TAX COMPLIANCE
                                                                                                                                                                            & PLANNING
                      PO BOX 8002 • APPLETON, WI 54912 • PH: 800.558.3402 • FX: 800.747.0001 • www.natptax.com
                                      National Association of Tax Professionals




                                                    National Association
                                                    of Tax Professionals



Tax
COMPLIANCE
& PLANNING
Workshops
• S Corporation Workshops
• Tax Topic Workshops
Education focused on what today’s tax
professional needs to know – delivered clearly.

								
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