• darkblurbg
    2019 Napa Valley Special Topics Workshop
    July 15, 16 & 17, 2019
    15 CPE
  • darkblurbg
    Join NSTP For a Wine Tour
    July 14, 2019
  • darkblurbg
    Napa Valley Wine Train
    There's something magical about a train ride.
  • darkblurbg
    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 14, 2019. Details to be announced soon.

§199A Safe Harbor for Rental Real Estate Activities

Instructor: Paul La Monaca, CPA, MST

Course Description: This course introduces Tax Professionals to the proposed revenue procedure providing a safe harbor rule under which a rental real estate enterprise will be treated as a trade or business for purposes of the Qualified Business Income (QBI) Deduction. The course will discuss the requirements of keeping separate books and records for each enterprise and the 250 hours or more of rental services which must be performed in order to qualify and the requirement of maintaining contemporaneous records.

Learning Objectives:  At the completion of this course, participants will have an understanding of the challenges and opportunities surrounding the rental real estate enterprise issue. The rules will apply to individual taxpayers and Relevant Pass-through Entities (RPE).

CPE Program Standards

  • CPE Credits: 2 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Tax Law
  • Advance Preparation: None
  • Delivery Method: Group Live

This course is designed for tax preparers, tax professionals, attorneys, CPAs, and EAs.

Category

  • IRS: 2 CE Federal Tax Law Update
  • NASBA: 2 CE Federal Tax Law Update
  • CTEC: 2 CE Federal Tax Law Update

Scheduled Times

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

Form 1040 Issues After the Enactment of the Tax Cuts and Jobs Act

Instructor: Paul La Monaca, CPA, MST

Course Description: This course reviews the individual Form 1040 tax implications enacted by the TCJA. Tax Professionals will be introduced to the tax planning opportunities that are needed during the temporary period of 2018-2025. The course will discuss the need to review transactions which will provide clients knowledge and understanding of deferral and exclusion transactions from gross income. In addition the course will review the Tax Policy benefits of the temporary suspension of some popular provisions that individual taxpayers thought they couldn’t live without.

Learning Objectives: At the completion of the session, the participants will be better equipped to discuss the benefits, burdens and challenges of the TCJA with their Form 1040 clients.

CPE Program Standards

  • CPE Credits: 4
  • Course Level: Intermediate
  • Prerequisite/Advance Preparation: Knowledge of Federal Tax Law
  • Delivery Method: Group Live

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

Category

  • IRS: 4-Federal Tax Update
  • NASBA: 4-Taxes
  • CTEC: 4-Federal Tax Update

Scheduled Times

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

Focusing on Sole-Proprietorships and the Impact of §199A QBI Issues

Instructor: Paul La Monaca, CPA, MST

Course Description:This course reviews the federal tax issues of operating a small business as a sole-proprietorship and the results experienced due to the TCJA creation of §199A. The course will discuss the benefits and burdens of filing a Schedule C and the calculation of the §199A QBI deduction and the planning opportunities needed to qualify for the 20% deduction. The course will also discuss compliance issues of a sole-proprietorship and will review qualifications of a Specified Service Trade or Business for purposes of the §199A QBI deduction. It will also discuss the requirements of the wage and qualified property investments when taxable income is greater than the annual threshold amount based on filing status of the taxpayer.

Learning Objectives: At the completion of the class, the participants will have a better understanding of the §199A QBI calculations and be better equipped to discuss the needed planning goals of the clients who operate as a sole-proprietorship.

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite:  Knowledge of Federal Income Tax Law
  • 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 Topics | 2-Federal Tax Law Update
  • NASBA: 5 Taxes
  • CTEC: 3-Tax Law Topics | 2-Tax Law Update

Scheduled Times

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

Taxes and the Cannabis Industry

Instructor: Nina Tross, EA, MBA

Course Description: During this course we will cover the paradox of an illegal activity at the federal level and the ever-increasing number of states legalizing the sale of both medicinal and recreational drugs. We will look at the official IRS position on the business deductions allowable and filing of tax returns. From banking concerns to IRC Section 280E (which prohibits businesses from taking tax deductions or credits related to illegal activities), to state rules and regulations we will explore the challenges to the tax professional with clients in this industry. There is sufficient tax law to review that addresses the challenges of working in the industry and filing an accurate tax return.

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

  • Identify the tax regulations that impact the specific activities of a client in this industry
  • Prepare an accurate tax return based on the applicable code provisions and case law
  • Understand the risks in working with a client in this industry
  • Differentiate the tax filing for federal tax purposes and state requirements

CPE Program Standards

  • CPE Credits: 4
  • Course Level: Intermediate
  • Prerequisite/Advance Preparation: Knowledge of Federal Tax Law
  • Delivery Method: Group Live

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

Category

  • IRS: 2-Federal Tax Law Topics | 2-Federal Tax Law Update
  • NASBA: 4 Taxes
  • CTEC: 2-Federal Tax Law Topics | 2-Federal Tax Law Update

Scheduled Times

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 12:00 PM

Special Topics Workshop

July 15 - 17, 2019

Member

Rate

Non-Member

Rate

Registration

Click to Register

All Courses - First Session, Executive Session, and Special Topics Sessions 1 & 2 $479.00 $579.00 Register Now!
First Session
July 15, 2019
$99.00 $129.00 Register Now!
Special Topics Workshop & Executive Session
July 15 - 17, 2019
$459.00 $539.00 Register Now!

NEW HOTEL LOCATION: Embassy Suites by Hilton Napa Valley

Embassy Suites by Hilton Napa Valley

Enjoy the resort-like setting of Embassy Suites by Hilton Napa Valley. Experience our stylish lobby, restaurant, meeting/event space, and atrium while exploring our seven acres of landscaped grounds. The idyllic surroundings of our Napa Valley hotel include palm trees, rose garden, Chef’s garden and a mill pond with resident swans and year-round pool.

Located in the heart of Napa Valley one mile from historic downtown Napa, CIA at Copia, and Oxbow Public Market, the hotel is the perfect gateway to Napa wineries, dining, shopping, and unique tours.

Wake up to a free made-to-order breakfast and wind down with beverages from the complimentary Evening Reception* in the relaxing Atrium or near a firepit by the mill pond. Enjoy some fresh air with a swim in the outdoor pool or take advantage of the indoor pool and whirlpool. Stay fit in our on-site state-of-the-art fitness center. Explore the grounds, relish a drink in the outdoor courtyard, or rent a bike from the hotel and discover the local Napa area.

NEW HOTEL INFORMATION


Room Rate Cut off Date: June 20, 2019

Date/Year
Rate
Register Here
Thursday, July 11, 2019 rates from 209.00 USD/Night Book A Room »
Friday, July 12, 2019 rates from 329.00 USD/Night Book A Room »
Saturday, July 13, 2019 rates from 329.00 USD/Night Book A Room »
Sunday, July 14, 2019 rates from 209.00 USD/Night Book A Room »
Monday, July 15, 2019 rates from 209.00 USD/Night Book A Room »
Tuesday, July 16, 2019 rates from 209.00 USD/Night Book A Room »
Wednesday, July 17, 2019 rates from 209.00 USD/Night Book A Room »

Terms and Conditions


Reservation Help

Napa Valley, CA Events

July 15 - 17, 2019

alt

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.

alt

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

alt

St Clair Brown Winery

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

alt

Napa Valley Balloons, Inc.

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

alt

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.

alt

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 7 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.