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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