• 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.

Special Topics Workshop

15 CPE

Williamsburg, VA

Classes end early so plan on enjoying the local area that is filled with history. A group tour or excursion will be planned that you can participate in or enjoy the local area on your own. Details will follow but don’t miss this exciting opportunity to obtain CE, network with colleagues and relax at the same time.

Don’t miss a minute of the fun at Greater Williamsburg. Whether you want to make a splash at the water parks or immerse yourself in living history, Greater Williamsburg is your go-to destination.

Ethics for the Tax Professional Including Circular 230 Issues

Instructor: Paul La Monaca, CPA, MST

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.

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

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, CPA’s, 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, 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

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 1 hour 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, CPA’s, 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

Special Topics Workshop

June 26, 27 & 28, 2019

Member

Rate

Non-Member

Rate

Registration

Click to Register

All 3 Events
June 26, 27 & 28, 2019
$479.00 $579.00 Register Now!
Ethics Session
June 26, 2019
$99.00 $129.00 Register Now!
Special Topics Workshop & Executive Session
June 26, 27 & 28, 2019
$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.

Instructors: TBD

Williamsburg, VA Events

June 26, 27 & 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 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.