Upcoming 2015 Federal Tax Update Schedule

Cottonwood, AZ December 7 & 8, 2015


Cottonwood Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule | Early Bird Rates

DateMemberNon-MemberCE
7
Monday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Phoenix, AZ December 9 & 10, 2015


Phoenix Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
10
Thursday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
10
Thursday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Tucson, AZ December 11, 2015


Tucson Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
11
Friday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Long Beach, CA November 30 & December 1, 2015


Long Beach Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
30
Monday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

San Jose, CA December 2, 2015


San Jose Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule

DateMemberNon-MemberCE
2
Wednesday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Long Beach, CA November 30, 2015


Long Beach Federal Tax Update Spanish Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
30
Monday
November, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Denver, CO November 19 & 20, 2015


Denver Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
19
Thursday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
20
Friday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
20
Friday
November, 2015
$75$1002
Register Here

 

Room Rate Discount
NSTP has reserved a number of rooms at a discounted rate. Book your room today!

Offer Expires
Oct 26

Dates Price Code Phone
Dec 17 - 18 $109 National Society of Tax Professionals 1-800-222-8733

METHOD OF RESERVATIONS

Directly with the Hotel room reservation department by calling us at 303-321-3333 or our toll-free number 1-800-222-8733. In doing so, please ask your attendees to request the group rate for National Socoety of Tax Professionals.

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Hartford, CT December 10 & 11, 2015


Hartford Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
10
Thursday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
11
Friday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
11
Friday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Ft. Lauderdale, FL December 17 & 18, 2015


Ft. Lauderdale Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
17
Thursday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
18
Friday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
18
Friday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Orlando, FL December 18 - 19, 2015


Orlando Grand Event

Federal Tax Update & Review:
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.
Lunch is provided

Schedule
Early Bird Rate Ends 9/30/2015

Date Member Non-Member CE
18 - 19
December, 2015
$299 $389 12
Register Orlando GE
Dec 18MorningLunchAfternoon
7:15 am8am - 12 pm12pm - 1pm1pm - 4:30pm
Dec 19Morning
7:15 am8am - 12 pm
Ethics Course:
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

 

Room Rate Discount
NSTP has reserved a number of rooms at a discounted rate. Book your room today!

Offer Expires
Nov 26

Dates Price Code Phone
Dec 17 - 18 $109 National Society of Tax Professionals 407-816-5533

GROUP ROOM RATES

Hotel room rates are subject to applicable state and local taxes ( currently 12.5%) in effect at the time of check-out

METHOD OF RESERVATIONS

Individual guests will call hotel direct for reservations 407-816-5533.
In doing so, please ask your attendees to request the group rate for National Socoety of Tax Professionals.

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 7CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 10CPE
CFP Board: Income Tax Planning – 10CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE

Tampa, FL November 19 & 20, 2015


Tampa Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
19
Thursday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
20
Friday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
20
Friday
November, 2015
$75$1002
Register Here

 

Room Rate Discount
NSTP has reserved a number of rooms at a discounted rate. Book your room today!

Offer Expires
Oct 19

Dates Price Code Phone
Nov 18 - 19 $149 National Society of Tax Professionals 1-800-675-3267

GROUP ROOM RATES

Hotel room rates are subject to applicable state and local taxes ( currently 12%) in effect at the time of check-out

METHOD OF RESERVATIONS

Reservations for the Event win be made by individual attendees directly with Marriott reservations at
1-800-675-3267 or 1-813-879-5151.

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Ft. Lauderdale, FL December 17, 2015


Ft. Lauderdale Federal Tax Update Spanish Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
17
Tuesday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Atlanta, GA November 30 & December 1, 2015


Atlanta Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
30
Monday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$75$1002
Register Here

 

Room Rate Discount
NSTP has reserved a number of rooms at a discounted rate. Book your room today!

Offer Expires
Nov 19, 2015

Nov 29 - Dec 01 Double/Double $129 NTP Room Registration
Nov 29 - Dec 01 King $129 NTP Room Registration

To receive these discounted rates, register online or call 1-800-705-9140. Our code is NTP

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Chicago, IL November 23 & 24, 2015


Chicago Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
23
Monday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
24
Tuesday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
24
Tuesday
November, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Des Moines, IA November 18, 2015


Des Moines Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
18
Wednesday
November, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Natchitoches, LA December 2 - 3, 2015


Natchitoches Fall Update

Federal Tax Update & Review:
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

Date Member Non-Member CE
2 - 3
December, 2015
$374 $474 15
Register Here

 

Ethics Course:
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 10CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 13CPE
CFP Board: Income Tax Planning – 13CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE

New Orleans, LA December 16, 2015


New Orleans Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
16
Wednesday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Baltimore, MD December 4, 2015


Baltimore Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
4
Friday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

College Park, MD December 2 & 3, 2015


College Park Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
2
Wednesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
3
Thursday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
3
Thursday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Boston, MA December 9 & 10, 2015


Boston Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
10
Thursday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
10
Thursday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Romulus, MI November 20, 2015


Romulus Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
20
Friday
November, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Minneapolis, MN November 30, 2015


Minneapolis Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
30
Monday
November, 2015
$185$2858
Register Here

 

Room Rate Discount
NSTP has reserved a number of rooms at a discounted rate. Book your room today!

Offer Expires
Nov 19, 2015

Dates Price Code Phone
Nov 29 - Dec 01 $119 National Society of Tax Professionals 1-800-228-9290.

To receive these discounted rates, register online or call 1-800-228-9290.
Reference National Society of Tax Professionals

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Kansas City, MO December 9, 2015


Kansas City Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Omaha, NE December 7, 2015


Omaha Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
7
Monday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Las Vegas, NV January 4 - 5, 2016


Las Vegas Grand Event

Federal Tax Update & Review:
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.
Lunch is provided

Schedule
Early Bird Rate Ends 9/30/2015

Date Member Non-Member CE
4 - 5
January, 2016
$389 $479 16
Register Las Vegas GE
RegistraionMorningLunchAfternoon
7:15 am8am - 12 pm12pm - 1pm1pm - 4:30pm
Ethics Course:
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

 

Basis Course:
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

 

Room Rate Discount
NSTP has reserved a number of rooms at a discounted rate. Book your room today!

Offer Expires
Jan 1, 2016

Jan 1 - 2 $95 A6NSC01 Room Registration
Jan 3-6 $40 A6NSC01 Room Registration

Single or double occupancy is considered the same regarding units blocked and rates. The pattern for Meeting Group is not cumulative. For example, rooms not used on Thursday or Friday night will not be carried over to the Saturday night allocation.

Please be advised that all rates quoted are net, per room, per night, allowing for single or double occupancy. Any rooms requiring triple or quad occupancy will be surcharged an additional $15.00 per guest, per room, per night. (Children age fourteen and under, in the same room with parents in existing bedding, are free.) All rates are subject to a Clark County room tax, currently twelve-percent (12%). This tax is subject to increase without prior notice.

To receive these discounted rates, register online or call 1-800-675-3267.
Our code is National Society of Tax Professional or A6NSC01

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 8CE
Federal Tax Update – 4CE
NASBA FOS: Taxes – 12CPE
CFP Board: Income Tax Planning – 12CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Manchester, NH December 8 & 9, 2015


Manchester Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Atlantic City, NJ December 17 & 18, 2015


Atlantic City Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
17
Thursday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
18
Friday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
18
Friday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Carteret, NJ November 19 & 20, 2015


Carteret Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
19
Thursday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
20
Friday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
20
Friday
November, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Cherry Hill, NJ January 11 & 12, 2016


Cherry Hill Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
11
Monday
January, 2016
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
12
Tuesday
January, 2016
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
12
Tuesday
January, 2016
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Toms River, NJ December 14, 2015


Toms River Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
14
Monday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Albuquerque, NM November 30 & December 1, 2015


Albuquerque Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
30
Monday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Long Island, NY December 7 & 8, 2015


Long Island Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
7
Monday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

New York City, NY December 8 & 9, 2015


New York City Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

New York City, NY December 8, 2015


New York City FEDERAL TAX UPDATE SPANISH COURSE

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$185$2858
Register Here

 

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Charlotte, NC December 1 & 2, 2015


Charlotte Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
1
Tuesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
2
Wednesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
2
Wednesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Canton, OH November 18 & 19, 2015


Canton Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
18
Wednesday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
19
Thursday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
19
Thursday
November, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Tulsa, OK November 20, 2015


Tulsa Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
20
Friday
November, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Philadelphia, PA November 17 & 18, 2015


Philadelphia Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
17
Tuesday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
18
Wednesday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
18
Wednesday
November, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Pittsburgh, PA December 14 & 15, 2015


Pittsburgh Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
14
Monday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
15
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
15
Tuesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Austin, TX December 18, 2015


Austin Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
18
Friday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Dallas, TX December 14 & 15, 2015


Dallas Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
14
Monday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
15
Tuesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
15
Tuesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Houston, TX December 16 & 17, 2015


Houston Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
16
Wednesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
17
Thursday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
17
Thursday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

San Antonio, TX November 23 & 24, 2015


San Antonio Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
23
Monday
November, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
24
Tuesday
November, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
24
Tuesday
November, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Dallas, TX December 15, 2015


DALLAS FEDERAL TAX UPDATE SPANISH COURSE

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
15
Tuesday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Springfield, VA December 3-4, 2015


VASEA Springfield

Federal Tax Update & Review: TBA
The Federal Tax Update and Review Course also gives a general review of new developments in the tax community introducing Legislative, Judicial and Administrative Updates. Participants will receive a complete copy of the text used by the presenter of the course.

Schedule
Early Bird Rate Ends 10/31/2015

MemberNon-MemberCE
$355 $405 16

 

Federal Tax Update Topic Highlights 2014 Forms Review:
Selected provisions of 2014 tax legislation
The Health Care Act including §36B premium assistance credit and review of the additional Medicare tax rules
Legislation of the 21st century affecting transactions in 2014 and beyond
Discussion of “Expiring Provisions Improvement Reform and Efficiency” (Expire) Act
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Discussion of IRS Notice issues
And a whole lot more…

 

Schedule C Issues Facing the Tax Professional:
Schedule C has become a prime target for audit by the IRS. We will look at some of the issues regarding critical issues facing the tax professional’s dealings with proprietorship clients. After completing the program, participants will be able to identify and categorize business expenses of sole proprietors.

 

VASEA Williamsburg Registraion

Please feel free to contact the VASEA office at (804) 340-5225 if you have any questions about these events.


Link to VASEA website

 

Learning Objectives and Program Standards

VASEA Federal Tax Update Course will cover:
§162 Ordinary and Necessary Business Expensess
Sole Proprietor Issues High Up on the IRS “Tax Gap” List
Due Diligence Issues of the Preparer
Form 1099 MISC Reporting Responsibility of Taxpayer
Accounting Methods Available
Net Trade or Business Loss vs. §183 Hobby Loss Limitation
Active Participation vs. Passive Involvement
Self-Employment Tax Required on Net Business Income
Pension Contribution Amounts Allowable on Page 1 of Form 1040
Independent Contractor vs. Employee Issues
Record Keeping Responsibilities of the Taxpayer and Preparer
Form 8829 Home Office Deduction Available if Exclusive and Continuous Use
Benefits of Hiring Spouse and Providing Health Benefits to that Spouse’s family
Business Owned Together By Spouses: Partnership vs. Election of Two Separate Schedule Cs
§274 Substantiation Rules for all Allowable Deductions
Accounting Methods Available
Material Participation Issues
Inventory Methods and Requirements of Reporting
§465 At Risk Limitation Issues
Acquisition and Sale of a Schedule C Business and §1060 Basis Issues• §195 Startup Expenditures
§280F Automobile Use and Accountability

Williamsburg, VA December 14 - 15, 2015


VASEA Williamsburg

Federal Tax Update & Review: TBA
The Federal Tax Update and Review Course also gives a general review of new developments in the tax community introducing Legislative, Judicial and Administrative Updates. Participants will receive a complete copy of the text used by the presenter of the course.

Schedule
Early Bird Rate Ends 10/31/2015

MemberNon-MemberCE
$355 $405 16

 

Federal Tax Update Topic Highlights 2014 Forms Review:
Selected provisions of 2014 tax legislation
The Health Care Act including §36B premium assistance credit and review of the additional Medicare tax rules
Legislation of the 21st century affecting transactions in 2014 and beyond
Discussion of “Expiring Provisions Improvement Reform and Efficiency” (Expire) Act
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Discussion of IRS Notice issues
And a whole lot more…

 

Schedule C Issues Facing the Tax Professional:
Schedule C has become a prime target for audit by the IRS. We will look at some of the issues regarding critical issues facing the tax professional’s dealings with proprietorship clients. After completing the program, participants will be able to identify and categorize business expenses of sole proprietors.

 

VASEA Williamsburg Registraion

Please feel free to contact the VASEA office at (804) 340-5225 if you have any questions about these events.


Link to VASEA website

 

Learning Objectives and Program Standards

VASEA Federal Tax Update Course will cover:
§162 Ordinary and Necessary Business Expensess
Sole Proprietor Issues High Up on the IRS “Tax Gap” List
Due Diligence Issues of the Preparer
Form 1099 MISC Reporting Responsibility of Taxpayer
Accounting Methods Available
Net Trade or Business Loss vs. §183 Hobby Loss Limitation
Active Participation vs. Passive Involvement
Self-Employment Tax Required on Net Business Income
Pension Contribution Amounts Allowable on Page 1 of Form 1040
Independent Contractor vs. Employee Issues
Record Keeping Responsibilities of the Taxpayer and Preparer
Form 8829 Home Office Deduction Available if Exclusive and Continuous Use
Benefits of Hiring Spouse and Providing Health Benefits to that Spouse’s family
Business Owned Together By Spouses: Partnership vs. Election of Two Separate Schedule Cs
§274 Substantiation Rules for all Allowable Deductions
Accounting Methods Available
Material Participation Issues
Inventory Methods and Requirements of Reporting
§465 At Risk Limitation Issues
Acquisition and Sale of a Schedule C Business and §1060 Basis Issues• §195 Startup Expenditures
§280F Automobile Use and Accountability

Seattle, WA December 8 & 9, 2015


Seattle Courses

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
8
Tuesday
December, 2015
$185$2858
Register Here

 

Ethics Course: 8 am - 9:40 am
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$75$1002
Register Here

 

Basis Course: 10 am - 11:40 am
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

DateMemberNon-MemberCE
9
Wednesday
December, 2015
$75$1002
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Vancouver, WA December 11, 2015


Vancouver Course

Federal Tax Update & Review: 8 am - 5 pm
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

Schedule
Early Bird Rate Ends 9/30/2015

DateMemberNon-MemberCE
11
Friday
December, 2015
$185$2858
Register Here

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE

Casper, WY November 2 - 3, 2015

The Wyoming Association of Public Accountants is handing all registration for Casper, WY seminar


Federal Tax Update & Review:
2015 Federal Tax Update & Review Course
An in-depth study of federal tax law and tax updates for 2015 as related to federal taxes. Covered topics will include 2015 tax return preparation, new tax laws and recent developments. Participants will receive a textbook with detailed information, examples and selected draft IRS forms.

 

Ethics Course:
Ethics for the Tax Professional in 2015 and Circular 230 Issues:
Issues covered include rules governing authority to practice, duties and restrictions related to practicing before the IRS, issues regarding fees and solicitation and standards for tax returns under Circular 230.

 

Basis Course:
Determining the Basis of Assets
Determining the basis of assets is critical in calculating depreciation, amortization, depletion, deductions, casualty losses and in establishing gain or loss when you dispose of the asset.

 

Introduction to IRS Form 1041 Income Taxation of Estates and Trusts:
This course focuses on the reporting requirements of income and deductions related to transactions at the entity level. “Pass-through” entity requirements and Schedule K-1 will be reviewed. The class will include the “controlling documents” (Trust/Will) and will examine the steps necessary in preparing a proper Form 1041.

 

Schedule | Early Bird Rates end 9-30-2015

DateMemberCE
2 - 3
November, 2015
$325 Early Bird Rate16
$400 After 9-30-201516

All registration information below
The Wyoming Association of Public Accountants is handing all registration for Casper, WY seminar

Mike Liesch
Teresa L Moore

P O Box 25
Thermopolis, WY 82443
P: 1-307-921-1762

 

 

Learning Objectives and Program Standards

Federal Tax Update Learning Objective:
After completing this program, participants will be able to differentiate federal tax law changes from the previous year, identify updated forms and rule changes and apply rules of federal tax law to preparing tax returns.

Federal Tax Update Topic Highlights 2015 Forms Review:
Forms Review
Selected provisions of 2015 tax legislation
The Health Care Act including §36B premium assistance credit
§4980H Share responsibility for employees regarding health coverage
§5000A Requirements for individuals to maintain minimum essential coverage: responsibility payment
Review of the Additional Medicare tax on Earned Income
Legislation of the 21st century affecting transactions in 2015 and beyond
Hot topics from our own NSTP Hotline
Review of IRS announcements, rulings and regulations
Tax court case review as well as other judicial rulings
Understanding the importance of focusing on AGI
Rental Real Estate Issues and Schedule E
Review of the 3.8% Net Investment Income Tax
And a whole lot more…
CE Program Standards
PL: Update
DM: Group Live
PR: Preparing Form 1040 and other Federal forms
AP: None
IRS CE: Federal Tax Law – 5CE
Federal Tax Update – 3CE
NASBA FOS: Taxes – 8CPE
CFP Board: Income Tax Planning – 8CE
Ethics for the Tax Professional in 2015 and Circular 230 Issues Learning Objective:
At the completion of this course, participants will be able to describe the rules in Circular 230 that govern the practice of preparing taxes professionally; explain duties and restrictions of practicing before the IRS; and identify the standards for preparing tax returns, and the importance of the PTIN.

CE Program Standards
PL: Basic
DM: Group Live
PR: None
AP: None
FOS: Regulatory Ethics 2 CPE
IRS CE: Ethics 2 CE
NASBA FOS: Regulatory Ethics 2 CPE
Determining the Basis of Assets Learning Objective:
After completing the program, participants will be able to establish the basis of assets and determine the federal tax implications there of.

This course will cover:
Introduction to the basis of assets
§1001 Determination of gain and loss on the disposition of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1014 Basis of property acquired from a decedent
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Knowledge of preparing Form 1040
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE
Introduction to IRS Form 1041 Income Taxation of Estates and Trusts Learning Objective:
After completing this program, participants will be able to outline the basic income tax compliance rules for trusts and estates; explain how a client will report income and appropriate deductions from a trust or estate on his income tax return; correctly prepare Form 1041.

This course will cover:
§1001 Determination of gain and loss on the disposition of assets
Introduction to the basis of assets
§1012 Basis of property at cost
Cost basis of real estate
Capitalized settlement costs
Land and building Safe Harbor Allocation Rules
Fair Market Value Issues
Property received for services
Bargain purchase Issues
Basis of property converted to business or rental use
Understanding the Importance of Placed in Service
§1015 Basis acquired by gift
§1041 Property received from a spouse after July 18, 1984
Property received from a spouse prior to July 19, 1984
§1014 Basis of property acquired from a decedent
CE Program Standards
PL: Intermediate
DM: Group Live
PR: Some knowledge in the subject matter area
AP: None
IRS CE: Federal Tax Law – 2CE
NASBA FOS: Taxes – 2CPE
CFP Board: Income Tax Planning – 2CE

Administrative Policies

NSTP follows strict administrative policies

Late Registration
Registrations must be received no later then 7 days prior to the date of the seminar. Registrations received after this date will be subject to a late fee of $35.00.
Refunds
NSTP provides refunds to registrants up to 14 days prior to the date of the course. For those registrants canceling within 14 days prior to the date of the course NSTP will allow attendance at another seminar site. If there are extraordinary circumstances NSTP will allow the participant to attend a future education course. An administrative charge of $25 will be assessed if canceled. For more information regarding refund, cancellation and complaint policies, please contact our offices at 800-367-8130
Cancelation
NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
Disclaimer
Seminar materials and seminar presentations are intended to stimulate thought and discussion and to provide attendees the useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any particular tax procedure, tax planning technique or device or suggestion or any of the tax consequences associated with them.
Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or her own behalf.