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    ATTENTION DATE CHANGE: July 23 - 25, 2018
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    2018 Napa Valley Special Topics Workshop
    July 23 - 25, 2018
    15 CPE
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    Join NSTP For a Wine Tour
    Sunday, July 22, 2018
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    Napa Valley Wine Train
    There's something magical about a train ride.
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    Take a Hot Air Baloon Ride
    Napa Valley, Baloons, INC.
    Enjoy a spectacular morning soaring above it all

Special Topics Workshop

15 CPE

Napa Valley, CA

Join us in the legendary, enchanting Napa Valley which is home to award-winning wineries and gourmet food. Arrange your travel plans to arrive early and spend time with your peers on a bus wine tour at 10 am on Sunday, July 22, 2018. Details to be announced soon.

Ethics for the Tax Professional Including Circular 230 Issues
Monday, July 23, 2018

Course Description:This course discusses the issues of Ethics and covers Treasury Regulations 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). Course encourages class participation of real life challenges.

Learning Objectives: At the completion of this course, participants will be able to describe the rules in Treasury Regulation 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. Participants will also understand that many ethical issues are not always readily solvable without using due diligence and standards of practice.

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 2 Ethics
  • Course Level: Basic
  • Prerequisite: None
  • Advance Preparation: None
  • Delivery Method: Group Live

This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.

Category

  • IRS: Ethics
  • NASBA: Regulatory Ethics
  • CTEC: Ethics

Scheduled Times

  • Registration/Continental Breakfast Included: 8:30 AM
  • Session Begins:  9:00 AM
  • Session Concludes:  10:40 AM

Executive Session: Things Learned During the 2018 Filing Season, Things We Thought We Knew
Monday, July 23, 2018

Course Description: This course reviews federal income tax issues that created surprises and pain discovered during the 2018 filing season. Provisions in the Internal Revenue Code that were unknown or unfamiliar were brought to the forefront and stumped and startled some seasoned Tax Professionals. In addition, the course discusses some terrifying changes that have now arisen due to “The Tax Cuts and Jobs Act”.

Learning Objectives: At the completion of this course, participants will be aware of some federal tax issues and surprises that they were unaware and other items that they thought they were reporting properly. The participants will be better equipped to address issues that they were not familiar or not comfortable with prior to the presentation.

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 4
  • Course Level: Intermediate
  • Prerequisite/Advance Preparation: None
  • Delivery Method: Group Live

This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.

Category

  • IRS: 3 Federal Tax Law and 1 Federal Tax Update
  • NASBA: 4 Taxes
  • CTEC: 3 Federal Tax Law and 1 Federal Tax Update

Scheduled Times

  • Registration: 12:30 PM
  • Session Begins:  1:00 PM
  • Session Concludes: 5:00 PM

Special Topics Workshop Day 1: Understanding the Opportunities and Challenges of “The Tax Cuts and Jobs Act”
Tuesday, July 24, 2018

Course Description: This course introduces the Tax Professional to the details of the 2018 Tax Legislation which is the most sweeping reform of the Internal Revenue Code in over 3 decades. The Legislation impacts every individual taxpayer and entity and discovers that there are winners and losers who need to revamp their tax planning strategies for minimizing their federal tax liabilities. Individuals will have some changes imposed on them which are temporary which will sunset after 2025. Businesses will need to determine if their choice of entity for operating their business is still good for their tax situations.

Individual Provisions:

  • §1 Tax Rates and Bracket Changes for all taxpayers including Estates and Trusts and the Kiddie Tax
  • §24 Child Tax Credit Increases
  • §55 AMT for Individuals Increased Exemptions and Tax Basis
  • §61 Inclusion of Gross Income
  • §63 Standard Deduction Amounts Increase
  • §68 Phase-Out of the Overall Itemized Deduction Amounts (PEASE Provision)
  • §71 Alimony Income Repeal Issues
  • §108 Cancellation of Debt Issues and Allowable Exclusions for Qualified Student Loans
  • §132 Employer Moving Expense Reimbursement no Longer Excluded
  • §151 Personal and Dependency Exemptions (temporary repeal)
  • §163 Changes to Mortgage Interest Deduction on a Qualified Residence
  • §164 State and Local Tax Issues (SALT) and Applicable Limitations
  • §165 Casualty and Theft Losses except Presidentially Declared Disaster Areas
  • §167 Miscellaneous Itemized Deductions Subject to 2% AGI Test Repealed
  • §212 Tax Return Preparation Fees no Longer Deductible on Schedule A
  • §213 Medical Deductions 7 1/2% AGI Test
  • §215 Alimony Deduction Repealed for New or Modified Agreements
  • §5000A Shared Responsibility Payment Repeal
  • Much, much, more

For businesses, the legislation makes changes pertaining to:

  • §11 Changes to the Corporate Tax Rate and the Flat 21% Rate
  • §55 Repeal of Corporate AMT
  • §61 Inclusion of Gross Income
  • §168(k) 100% Bonus Depreciation on Qualified Property
  • §172 Net Operation Loss Deduction Issues
  • §179 Expense Election Deduction Increased
  • §183 Activities-not-for Profit and Hobby Loss Transactions
  • §199 Repeal of Domestic Income Production Deduction
  • §199A Qualified Business Income Deduction
  • §274 Allowance of Meals for the Convenience of the Employer
  • §274 Disallowance of Entertainment Expenses
  • §274 Listed Property Rules Related on Computers
  • §280F Auto Allowance Limitation Issues
  • §1031 Like-kind Exchange on Real Estate
  • Much, much, more

Learning Objectives: At the completion of this course participants will be able to see and understand the changes and impact of the Legislation as it effects each client. It will allow participants to be better equipped to assist clients in planning and reporting transactions.

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite/Advance Preparation: None
  • Delivery Method: Group Live

This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.

Category

  • IRS: 5 Federal Tax Update
  • NASBA: 5 Taxes
  • CTEC: 5 Federal Tax Update

Scheduled Times

  • Registration/Continental Breakfast Included: 7:30 AM
  • Session Begins:  8:00 AM
  • Session Concludes: 1:00 PM

Special Topics Workshop Day 2: Choice of Business Tax Entity After the Federal Tax Changes in “The Tax Cuts and Jobs Act”
Wednesday, July 25, 2018

Course Description: This course will examine the various business tax entity choices and the federal tax changes which impact the business taxpayer resulting from the 2018 Tax Cuts and Jobs Act.

Learning Objectives: At the completion of this course the Tax Professional will be able to:

  • Understand the changes to the federal tax law for the business entity
  • Learn the tax effects of the changes in the various business entity types (sole proprietor, partnership, corporation)
  • Apply the changes to the business entity based on the specific circumstances for each entity
  • Learn how to prepare an accurate tax return for each business entity type under the new tax law changes

Instructor: Nina Tross, MBA, EA

CPE Program Standards

  • CPE Credits: 4
  • Prerequisite: None.
  • Advance Preparation:  None
  • Delivery Method: Group Live

This course is designed for tax preparers, tax professionals, attorneys, CPA’s, EAs.

Category

  • IRS: 2 Federal Tax Law and 2 Federal Tax Update
  • NASBA: 4 Taxes
  • CTEC: 2 Federal Tax Law and 2 Federal Tax Update

Scheduled Times

  • Registration/Continental Breakfast Included: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 11:40 AM

Special Topics Workshop

July 23 - 25, 2018

Member

Rate

Non-Member

Rate

Registration

Click to Register

Ethics Session
July 23, 2018
$85.00 $109.00 Register Now!
Executive Session
July 23, 2018
$178.00 $209.00 Register Now!
Ethics & Executive Session
July 23, 2018
$225.00 $275.00 Register Now!
Special Topics Workshop
July 24 - 25, 2018
$325.00 $375.00 Register Now!
Special Topics Workshop & Ethics Session
July 23 - 25, 2018
$369.00 $469.00 Register Now!
Special Topics Workshop & Executive Session
July 23 - 25, 2018
$425.00 $499.00 Register Now!
All 3 Events
July 23 - 25, 2018
$459.00 $559.00 Register Now!

Napa Valley, California
Special Topics Workshop Instructors

Paul La Monaca

  • CPA, MST

Nina Tross

  • EA, MBA

Hotel: Spring Hill Suites Napa Valley

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This traditional all-suite hotel is 6.2 miles from the Napa Valley Wine Train and 8.6 miles from the Artesa Vineyards & Winery. Conservative studios featuring kitchenettes include living areas with pull-out couches, plus free WiFi, iPod docks and flat-screen TVs with premium channels. A breakfast buffet is complimentary, as is parking. Amenities include a convenience store, a heated outdoor pool and hot tub, a fitness room, and a fire pit. There's also a business center and 4 meeting/event rooms.

Napa Valley, CA Events

July 23 - 25, 2018

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Napa Valley Wine Train

There's something magical about a train ride. Add dining on the train at a table set with china and white linens, and the whole idea becomes even more romantic.

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Oxbow Public Market

Oxbow Public Market is a hub for great, often locally sourced food. It's conveniently located under one roof, along the river in downtown Napa

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St Clair Brown Winery

Urban winery offering small plates such as duck potato salad, paired with wine, in a garden setting.

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Napa Valley Balloons, Inc.

From treetops to magnificent panoramic views, enjoy a spectacular morning soaring above it all.

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Auberge du Soleil Restaurant

Set a top a hillside overlooking beautiful wine country is hard to beat, pair that with amazing food and you have yourself something truly spectacular.

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Chardonnay Golf Club

Prepare yourself for an unparalleled golfing experience. Our course is a pleasure for golfers of any skill level to play.

Administrative Policies NSTP follows strict administrative policies

Late Registration
  • Registrations must be received no later than 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.