Grand Event

16 CPE

Grand Event Natchitoches, LA

Instructor: Nina Tross, EA, MBA

In all of Louisiana, no other place is as unique as the Cane River Country. Located in Central Louisiana on Interstate 49, you will find the original French Colony in Louisiana. Established in 1714, Natchitoches (Nack-a-tish) retains its European flavor through its architecture, heritage and lifestyle. At the heart of this National Historic District lies Front Street, a brick thoroughfare where wrought iron balconies, restaurants and shops face the beautiful Cane River Lake.

Daily there are guided streetcar tours and carriage rides through the National Landmark Historic District. Fort St. Jean Baptiste, a replica of the 1732 French colonial fort is open daily with an interpretation of how the French marines lived in colonial days. The historic district hosts several art galleries, a museum and more.

Chances are, the thing you’ll love most about Natchitoches (aside from the famous meat pies) is the charming 33-block Landmark district-a shopper’s paradise and a bed & breakfast lover’s dream. Natchitoches is the Bed & Breakfast Capital of Louisiana with over 35+ inns offering 125+ rooms that range from rustic to elegant town homes, many within walking distance of the historic district. Natchitoches hosts nine nationally recognized motel chains with 800+ rooms plus two locally owned inns.

Course Description: An in-depth study of federal tax law and tax updates for 2017 as related to federal taxes. Covered topics include 2017 tax legislation detailed information, examples, and selected draft IRS forms.

Learning Objectives: At the completion 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 Law

  • §1 Tax Rate Schedules for 2017 and 2018
  • §23 Nonrefundable Adoption Credit
  • §25B Tax Credit for Retirement Plans: Saver’s Credit
  • §32 Earned Income Credit Limitations
  • §63 Standard Deduction Amounts
  • §68 Adjusted Gross Income Thresholds for Reduction of Schedule A Itemized Deductions
  • §101(g)(D)(3) Excluded Benefits from Qualified Long-Term Care Coverage
  • §135 Interest from U.S. Savings Bonds Used to Pay Higher Education Tuition and Fees
  • §137 Employer Adoption Assistance Exclusion
  • §151 Personal Exemption Amounts and the Issue of Phase-out
  • §162 Standard Mileage Rates
  • §162(1) Health Insurance Premium Deduction for the Self-Employed Taxpayer
  • §213(d)(10) Long Term Insurance Premium Deductions Based on Age
  • §219 Traditional IRA Contribution Limits
  • §221 Student Loan Interest Deduction
  • §222 Deduction for Qualified Higher Education Expenses
  • §274(n)(3) Meal Allowance Deduction for Certain Taxpayers
  • §280F Luxury Auto Depreciation Dollar Limits and Lease Inclusion Add-Back Amounts
  • §408A Roth IRA Contribution Limits
  • §465 At Risk Limitations: Schedule C and Schedule E Issues and Form 6198 Reporting Requirements
  • §469 Passive Activity Rules applied to Rental Real Estate and Schedule E
  • §530 Coverdell Education Savings Plans
  • §6159 Administrative Relief for Entering Into an Installment Agreement with the IRS
  • §6654 Safe Harbor Rules and Waiver of Penalty for Required Estimated Tax Payments
  • §6654 Safe Harbor Rules for Required Estimated Tax Payments
  • 2017 and 2018 Exclusion Amounts for Form 706 Estate Tax and Form 709 Gift Tax
  • 2017 and 2018 Threshold Amounts for Social Security and Specific Pension Contribution Provisions  
  • Definition of Limited Partner for Purposes of Self-Employment Tax: (Proposed Reg. §1.1402-(a)-2(h)(3)
  • Education Program Comparison Sheet
  • Form 8082: Notice of Inconsistent Treatment of Schedule K-1 items
  • Retirement Fund Portability Rules
  • Updated Threshold amounts for Tax Provisions affecting Gross Income§1 Tax Rate Schedules for 2017 and 2018
  • Definition of Limited Partner for Purposes of Self-Employment Tax: (Proposed Reg. §1.1402-(a)-2(h)(3)
  • Education Program Comparison Sheet
  • Form 8082: Notice of Inconsistent Treatment of Schedule K-1 items
  • Retirement Fund Portability Rules
  • Updated Threshold amounts for Tax Provisions affecting Gross Income
  • Discuss Traps in Preparation

Federal Tax Update

  • New Tax Legislation in 2017
  • Current Year Tax Court Cases
  • §4980H Share responsibility for employers regarding health coverage
  • §5000A Shared Responsibility for individuals including exemptions on Form 8965
  • New Updated §6721 Penalties for Failure to File Correct Information Returns
  • New Updated §6722 Penalties for Failure to Furnish Correct Payee Statements
  • The Health Care Act including §36B Premium Assistance Credit and updated Form 8962
  • Review of Path Act
  • Discuss Trump Administration Tax Proposal

Course Description: This course covers the issues of ethics as presented in Circular 230. Topics to be addressed 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. Also included is a discussion of the requirements of the Annual Filing Season Program (AFSP).

Learning Objectives: At the completion of this course, participants will be able to describe the rules in Circular 230 that govern practice before the IRS, best practices for tax advisors, identify the standards for preparing tax returns and other documents, and the importance of the PTIN.

Course Description: This course addresses the payroll issues that confront for small businesses with employees. Includes proper filing requirements Form 940, 941, and W-2.

Learning Objectives: At the completion of this course, participants will be able to:

  • Identify required payroll tax fillings
  • Explain differences between independent contractor and employee
  • Calculate small business health care credit
  • Recognize and evaluate S Corp Shareholder-Employee Issues
Course Level: Intermediate
Prerequisite: Knowledge of the preparing Form 1040 and other Federal Forms
Advance Preparation: None
Delivery Method: Group Live
CPE CPE Field of Study CPE Field of Study CPE Field of Study
IRS 10 Federal Tax Law 4 Federal Tax Update 2 Regulatory Ethics
NASBA 14 Taxes 2 Ethics
CTEC 10 Federal Tax Law 4 Federal Tax Update 2 Ethics

Natchitoches, LA

Member Rate

Non-Member Rate

Registration

December 4 - 5, 2017

$389.00

$489.00

Register Now!

December 4, 2017

December 5, 2017

Registration

7:15 AM

Registration

7:15 AM

Session Begins

8:00 AM

Session Begins

8:00 AM

Lunch

12:00 PM

Lunch

12:00 PM

Session Concludes

4:30 PM

Session Concludes

4:30 PM

Administrative Policies NSTP follows strict administrative policies

Late Registration
  • Registrations must be received no later then 7 days prior to the seminar date.
  • Registrations received after this date will be subject to a $35 late fee.
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
Cancellation
  • 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.
Attendance Policy
  • Only paid registrants are able to attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins. The seminar lunch is for paid registrants only and is included in the registration fee.