• darkblurbg
    2019 Williamsburg Special Topics Workshop
    June 24 - 28, 2019
  • darkblurbg
    Dewitt Wallace Decorative Art Museum
    Colonial Williamsburg is a living-history museum
  • darkblurbg
    Water Country USA
    Sprawling water park
    including river rafting with tunnels & falls.

Williamsburg Special Topics

and New Course Offerings

Don’t miss this exciting opportunity to obtain quality CE, network with colleagues, and relax at the same time. Classes end early so plan on enjoying the Greater Williamsburg area that's filled with history. A trip to Busch Gardens is planned for you, your family and friends, or you can enjoy the local area attractions on your own. Whether you want to make a splash at the water parks or immerse yourself in living history, Greater Williamsburg is your go-to destination, and NSTP is your premier Continuing Education provider.

Introduction to Taxpayer Representation with Ethics for the Tax Professional Including Circular 230 Issues
14 CPE

Introduction to Taxpayer Representation

Instructor: Isaac R. McRae, III, MST, EA, NTPI Fellow

Course Description:

The primary focus of this course is IRS Examination Representation. This course will provide discussion on the responsibility of the taxpayer representative, as well as a review of the various types of taxpayer representatives.  The course will also discuss the role of the Office of Professional Responsibility and the practitioner’s educational requirements.  Additionally, the role of the Practitioner Priority Office, and review of IRS Forms 2848 and 8821, and the client engagement letter will be discussed.

Understanding IRS Notices: The course will discuss and review the various IRS Notices relating to examination and collection issues.  Discussion will include what to do when a taxpayer forwards an IRS Notice to you as their representative.  The course discusses how to respond to a Notice.  It includes discussion on the information a representative should compile when responding to a Notice.  It also discusses what to do when a Notice looks suspicious.

Representation Before the Examination Division of the Internal Revenue Service: The course provides Tax Professionals with a broad base of knowledge needed to properly and successfully represent their clients in an IRS audit.  This course will provide details in the areas of:

  • Tax Representation: including the history, definition, description, and qualifications of a representative and the types of representatives.
  • Taxpayer Audit: including the audit selection criteria and types of auditors and audits.
  • Auditor’s Process: including the Notice of Examination, Auditor’s resources, and the Information Document Request (IDR)
  • Representative’s Process: including the client engagement, the client interview and documents and the representative’s resources.
  • Examination of the Return: including review and lack thereof of client records, disagreement with the auditor and the auditor’s report, the appeals process, audit reconsideration issues and petition to Tax Court.
  • Understanding the Importance of Tax Research: The ability to research is one of the most valuable tools a tax practitioner possesses.  This course will provide step by step instructions on the hierarchy of tax research.  This course will discuss the difference between authoritative and non-authoritative sources.  Participants will review the hierarchy from the Internal Revenue Code, Treasury Regulations, Legislative History, Judicial Authority, and IRS Positions.
  • Review of the Internal Revenue Manual:  The Internal Revenue Manual (IRM) is the official play book of the Internal Revenue Service.  The course will review and discuss the format of the IRM.  Review and discussions will primarily focus on the examination and collection procedures IRS recommends for its employees.
  • Understanding the Appeal Process: The appeals process provides the taxpayer with an opportunity to resolve a dispute between the IRS and taxpayer.  This course will discuss the types of cases that the Appeals Division will review, determine whether an appeal must be formal or informal, how to write an effective appeal and the types of decisions appeals will render.
  • Understanding Tax Penalties: The internal Revenue Code has over 150 civil penalties.  The course will review and discuss many of the common penalties that affect the taxpayer and the taxpayer representative.  The penalties included in the discussion include: underestimated and late payment, failure to timely file or timely pay tax, tax fraud penalties, tax advisor penalties, 100% penalty on withholding and excise tax penalties.

Learning Objectives:

  • At the completion of this course the Tax Professional will understand the complexities associated with Taxpayers representation.  In addition, the course will distinguish examination vs. collection processes and procedures as well as the differences in IRS personnel in these areas. 
  • The participant will understand how to review IRS Notices concerning examination and collection issues as well as how to properly respond to the issues involved.  The course will help the Tax Professional identify real IRS Notices from fictitious documents.
  • At the completion of the course the Tax Professional will understand how to effectively proceed against IRS Examiners and the IRS Collection Officers. The Tax Professional will also be able to handle the various complexities of an examination and/or a collection case from start to finish.
  • The Tax Professional will be able to research Federal Income Tax Issues and understand the hierarchy of authoritative sources that will lead to the successful outcome of the issues at hand.
  • At the completion of the course, the Representative will be able to properly interpret the Internal Revenue Manual and understand its purposes as it relates to IRS personnel and how they go about conducting their duties and responsibilities.
  • After completing this course, the Representative will have the ability to construct an effective appeal of an assessment by the IRS.  The Representative will be able to distinguish between filing a formal or an informal appeal based upon the IRS rules procedures.
  • In conclusion of completing this course, the Tax Professional will be able to distinguish between the two types of penalties which are automatic penalties and approved penalties by immediate supervisors.  The Representative will be able to understand how to properly challenge and abate penalties assessed by the IRS.

CPE Program Standards

  • CPE Credits: 12
  • Course Level: Intermediate
  • Prerequisite: Knowledge of the preparing Form 1040 and other Federal Forms
  • Advance Preparation: None
  • Delivery Method: Group Live

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

Category

  • IRS: 12 CE Federal Tax Law
  • NASBA: 12 CE Taxes
  • CTEC: 12 CE Federal Tax Law

Day 1 June 24th, 2019

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Lunch: 12:00 - 1:00 PM
  • Session Concludes:  4:00 PM

Day 2 June 25th, 2019

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

Ethics for the Tax Professional Including Circular 230 Issues

Instructor: Isaac R. McRae, III, MST, EA, NTPI Fellow

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 sharing 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.

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, CPAs, EAs.

Category

  • IRS: 2 - Ethics
  • NASBA: 2 - Regulatory Ethics
  • CTEC: 2 - Ethics

Scheduled Times

  • Registration: 12:30 PM
  • Session Begins: 1:00 PM
  • Session Concludes: 2:40 PM

Registration - New Course Offerings

June 24 - 25, 2019

Courses & Dates Executive Members Members Non-Members CPE Credit Register
Introduction to Taxpayer Representation with Ethics for the Tax Professional Including Circular 230 Issues

June 24 & 25, 2019
$199.00
must call to register
$499.00 $629.00 14 CPE Register Now »
Ethics for the Tax Professional Including Circular 230 Issues (Stand-alone Course)

June 25, 2019
$0
must call to register
$99.00 $129.00 2 CPE Register Now »

Special Topics Courses

June 26 - 28, 2019

§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

Tax Cuts and Jobs Act: Things Learned During the 2019 Filing Season

Instructor: Paul La Monaca, CPA, MST

Course Description: This course discusses the experiences realized after actually applying the provisions that were changed, created, repealed, and temporarily suspended as a result of enacting TCJA. The course will review the winners, the losers, updated forms, and challenges encountered. The course will discuss planning issues and Federal Tax Policy issues dealing with individuals, corporations, partnerships, and the underlying investors.

Learning Objectives:  At the completion of the course, participants will understand the impact of the changes made by the TCJA and the need to provide more tax planning opportunities for individuals, partnership and corporate 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, CPAs, EAs.

Category

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

Scheduled Times

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

Partnership Challenges Before and After the Creation of §199A Qualified Business Income

Instructor: Paul La Monaca, CPA, MST

Course Description: This course introduces Professionals to the Federal Tax Issues of operating a small business as a Partnership. The course reviews the challenges and flexibility of Subchapter K of the Internal Revenue Code. It discusses the creation of a partnership and the operation. It will discuss the reporting requirements of §199A QBI and the impact on the individual Form 1040. The course will review the partner’s basis in the partnership interest, distributive share of partnership profit and losses and the impact of entity debt on the individual partner.

Learning Objectives: At the completion of the session, participants will better understand the challenges, the benefits and burdens of partnership taxation and will be better equipped to assist clients in planning and their reporting responsibilities.

CPE Program Standards

  • CPE Credits: 5
  • 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: 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

Practice Management: Enhancing Your Tax Firm

Instructor: Nina Tross, EA, MBA

Course Description: During this course we will look at ways to improve the efficiencies of your business, manage clients and enhance communication, increase value added services, and address the life/work balance. Tax professionals are experiencing increasing breaches leading to identity theft and refund fraud. We will look at ways to enhance the security in your business, protect your client data and insure your business and personal assets.

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

  • Implement various strategies to improve the efficiency of their business
  • Assist clients with value added services such as elder care, representation, and security concerns
  • Develop a marketing plan to strategize the growth of their business
  • Identify market trends and provide appropriate services

CPE Program Standards

  • CPE Credits: 4**
  • ** EA’s and AFSP participants will receive 2 hours of Continuing Education for this course.**

  • Course Level: Basic
  • Prerequisite/Advance Preparation: None
  • Delivery Method: Group Live

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

Category

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

Scheduled Times

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

Registration - TBD New Course, Executive, and Special Topics Sessions

June 26 - 28, 2019

Courses & Dates Executive Members Members Non-Members Register
All Courses - First Session, Executive Session, and Special Topics Sessions 1 & 2

June 26, 27 & 28, 2019
$0
must call to register
$479.00 $579.00 Register Now »
First Session

June 26, 2019
$0
must call to register
$99.00 $129.00 Register Now »
Executive Session & Special Topics Sessions 1 & 2

June 26, 27 & 28, 2019
$0
must call to register
$459.00 $539.00 Register Now »

NEW HOTEL LOCATION: DoubleTree by Hilton Hotel Williamsburg

DoubleTree by Hilton Hotel Williamsburg

This modern hotel off Highway 60 is a 5-minute drive from Busch Gardens theme park and 4.3 miles from downtown Williamsburg.

All rooms offer contemporary decor and custom-designed beds, plus minifridges, flat-screen TVs, and free WiFi. Suites add separate living areas. Some rooms feature balconies.

There's an all-day restaurant serving traditional American cuisine, a casual bar with pool tables, and a cafe serving coffee and snacks to-go. Amenities include a 24/7 fitness center and an indoor/outdoor pool. There's 48,000 sq ft of event space, a 1,600-seat ballroom and a Busch Gardens shuttle.

NEW HOTEL INFORMATION


Room Rate Cut-off Date: May 23, 2019

Date/Year
Rate
Register Here
Sunday, June 23, 2019 $139.00 Call (800) 222-8733 for Reservations
Monday, June 24, 2019 $139.00 Call (800) 222-8733 for Reservations
Tuesday, June 25, 2019 $139.00 Call (800) 222-8733 for Reservations
Wednesday, June 26, 2019 $139.00 Call (800) 222-8733 for Reservations
Thursday, June 27, 2019 $139.00 Call (800) 222-8733 for Reservations

Method of Reservations

Reservations will be made by individuals calling the Hotel directly at 800-222-8733. Individuals must identify themselves as being with the group National Society of Tax Professionals at the time the reservation is made to receive the special group rate.

NSTP organized event

Thursday, June 27, 2019

Busch Gardens Williamsburg

Busch Gardens Williamsburg

A Day in Busch Gardens and Dinner

Thursday, June 27th

Come and play at the fabulous Busch Gardens Theme Park! Lounge by the wave pool, enjoy the thrill rides, visit the Clydesdale Horses, or experience one of the great shows located on stages around the park.

$75.00 per person for all day ticket and dinner (there will be a cash bar).

Parking at Busch Gardens is an additional $20 per car or take the shuttle bus from the hotel for $5 per person round-trip.

A Buffet Dinner is scheduled for 4:30 pm - 5:30 pm in a private picnic area of the park.

Buffet Dinner Menu:

  • Fried Chicken
  • BBQ Ribs
  • Philly Cheesesteak
  • Green Salad
  • Baked Beans
  • Nachos Bar
  • Chocolate Torte Cake
  • Soft drinks and Iced Tea
  • A cash bar is available

Don’t miss all the fun!

Seating is limited. To Register Call the Office at 800-367-8130.

Williamsburg, VA Activities

June 25-28, 2019

alt

Busch Gardens Williamsburg

Leafy, Europe-themed amusement park with rides, coasters, shows, dining & river & rail attractions.

alt

Williamsburg Historic District

Colonial Williamsburg is a living-history museum and private foundation presenting part of a historic district in the city of Williamsburg, Virginia, USA

alt

Water Country USA

Sprawling water park offering tons of slides & rides, including river rafting with tunnels & falls.

alt

Historic Jamestowne Visitor Center

Reconstruction of the first English settlement includes a fort, village & characters in costume.

alt

Fat Canary

Best restaurant in Williamsburg. Ambience is wonderful, and the food is consistently excellent. The bar service is superb with a great wine selection.

alt

Dewitt Wallace Decorative Art Museum

Historic home-decor museum with a huge collection of antique furniture, ceramics & portraits.

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.
Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class. Classes may not be retaken without payment.
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.