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    2017 Williamsburg Special Topics Workshop
    June 28 - 30, 2017
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    15 CPE In Williamsburg
    Stay at the newly remodeled Colonial Plaza Williamsburg
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    Dewitt Wallace Decorative Art Museum
    Colonial Williamsburg is a living-history museum
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    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 in 2017 Including Circular 230 Issues and Practice Before the IRS
Wednesday, June 28, 2017

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.

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: Clergy Taxation, Benefits, and Compensation
Wednesday, June 28, 2017

Course Description: This course will cover the IRS and U. S. Tax Court definitions of a minister; the types of ministers' employment status, the types of clergy income which is subject to federal, state and self-employment taxation, and income tax withholding and filing requirements. Also, there will be discussions on taxable and non-taxable allowances, the use of an accountable plan, health and life insurance and the definition and consequences of excessive benefits not reported as taxable income. Issues related to church reporting requirements will also be discussed.

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

  • Become knowledgeable about the various practices that ministers must exercise to be in compliance with existing tax laws.
  • Become familiar with the reporting requirements and income tax laws that effect clergymen and religious institutions.
  • Gain knowledge which will help ministers take advantage of every tax related benefit available to them.

Instructor: James E. Ward, Sr., EA, MBA

CPE Program Standards

  • CPE Credits: 4
  • Course Level: Advance
  • Prerequisite/Advance Preparation: The participant should have a good base knowledge of the federal income tax law and the impact of making changes to the law on individual and business clients.
  • Delivery Method: Group Live

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

Category

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

Scheduled Times

  • Registration: 12:30 PM
  • Session Begins: 1:00 PM
  • Leisure Break: 2:45 PM (20 Minutes)
  • Session Concludes: 4:40 PM

Federal Income Tax Concepts Needed to Prepare Fiduciary Form 1041 and the Final Form 1040 of a Decedent
Thursday, June 29, 2017

Course Description: This course introduces and reviews principles that the Tax Professional needs to understand in order to be able to properly prepare the Form 1041 Fiduciary Income Tax Return for an Estate and Trust. It discusses the separation of the transactions that impact the Fiduciary vs. the beneficiaries. The course has specific emphasis on the issues surrounding a decedent’s final Form 1040 as well as the impact on the survivors.

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

  • Properly prepare the Fiduciary Income Tax return Form 1041 and determine which items of income, deductions, credits and exclusions are to be allocated to the entity vs. which items are passed through to the beneficiaries
  • Understand the proper preparation of the Schedule K-1 for the Form 1041 and the impact on the Form 1040 of the beneficiaries
  • Assist taxpayers in creating trusts or with estate planning transactions
  • Advise personal representatives, executors and trustees on the proper compliance issues for Estates, Trusts, and Beneficiaries

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate to Advance
  • Prerequisite/Advance Preparation: The participant should be familiar with the basic concepts and principals of Federal Income Tax Law. The understanding of income, deductions, credits and preferential rates are required. The participant needs to understand the tax impact at the individual level as well as at the entity level.
  • Delivery Method: Group Live

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

Category

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

Scheduled Times

  • Registration/Continental Breakfast Included: 7:30 AM
  • Session Begins: 8:00 AM
  • Coffee Break: 10:00 AM (15 Minutes)
  • Break: 11:30 AM (15 Minutes)
  • Session Concludes: 12:40 PM

The Tax Professional’s Guide to Understanding the Value of the Federal Income Tax Benefits of Qualified Higher Education Expenses and Investing in Educational Savings Programs
Friday, June 30, 2017

Course Description Federal Tax Law: This course introduces and reviews the tax impact on the costs incurred for the payment of qualified higher education expenses. The course discusses the benefits of investment in §529 Plans and §530 Coverdell Education Plans. It will review the benefit and requirements of obtaining the §25A American Opportunity Tax Credits and Lifetime Learning Credit as well as the §222 Deduction for Tuition and Fees if reinstated. It will review the treatment of payments to students who receive free tuition, scholarships and amounts under the “payment-for-service rule” for Work College Payment Programs enacted under the PATH Act.

Course Description Federal Tax Update: The course will look at the impact of the PATH Act as it pertains to education.

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

  • Assist clients with educational planning opportunities through credits, deductions, and investment programs
  • Understand the value of investing in §529 plans and §530 Coverdell Plans
  • Understand the negative Impact of not using the specified educational investments for qualified higher education purposes
  • Understand the opportunities when students receive scholarships and other forms of payments and assistance

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

  • Understand the impact of the PATH Act on the §25A American Opportunity Tax Credit as a permanent provision

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 4
  • Course Level: Advance
  • Prerequisite/Advance Preparation: The participant should have a good base knowledge of tax law. In addition they need to be aware that there are tax benefits for investment in education via deductions, credits, deferrals and exclusions from income.
  • Delivery Method: Group Live

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

Category

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

Scheduled Times

  • Registration/Continental Breakfast Included: 7:30 AM
  • Session Begins: 8:00 AM
  • Coffee Break: 10:00 AM (20 Minutes)
  • Session Concludes: 11:40 AM

Special Topics Workshop

June 28-30, 2017

Member

Rate

Non-Member

Rate

Registration

Click to Register

Ethics Session
June 28, 2017
$85.00 $109.00 Register Now!
Executive Session
June 28, 2017
$175.00 $209.00 Register Now!
Ethics & Executive Session
June 28, 2017
$225.00 $275.00 Register Now!
Special Topics Workshop
June 29 - 30, 2017
$325.00 $375.00 Register Now!
Special Topics Workshop & Ethics Session
June 28 - 30, 2017
$369.00 $469.00 Register Now!
Special Topics Workshop & Executive Session
June 28 - 30, 2017
$425.00 $499.00 Register Now!
All 3 Events
June 28 - 30, 2017
$459.00 $559.00 Register Now!

Williamsburg, VA
Special Topics Workshop Instructors

Paul La Monaca

  • CPA, MST

James E. Ward, Sr.

  • EA, MBA

Hotel: Clarion Hotel in Williamsburg

Clarion Hotel in Williamsburg

Life is better when you get together at the Clarion Hotel® in Williamsburg, VA near Colonial Williamsburg. Our Williamsburg hotel is conveniently located in the main shopping and dining district in Williamsburg near attractions like:

Busch Gardens

Water Town USA

Colonial Williamsburg

College of William and Mary

Whether it’s for work or social occasions, our conference center hotel in Williamsburg makes it easy to connect in person with your friends, family and colleagues. We offer eight meeting rooms that span 11,000 square feet and can accommodate up to 350 people for banquets, conferences and other events. You can also meet up in our restaurant and enjoy additional amenities including

Free continental breakfast | Free WiFi | Exercise room | Business center Indoor/outdoor pool | Relax in your guest room with amenities like a microwave, refrigerator, desk, coffee maker, iron and flat-screen TV.

Hotel Cut off Date: Monday, June 12, 2017

Room Dates

Room Rates

Room Reservations

Contact

Monday, June 26, 2017 $79.00 NSTP 20171 (757) 565-2600
Tuesday, June 27, 2017 $79.00NSTP 20171 (757) 565-2600
Wednesday, June 28, 2017 $79.00NSTP 20171 (757) 565-2600
Thursday, June 29, 2017$79.00NSTP 20171 (757) 565-2600

Williamsburg, VA Events

June 28-30, 2017

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Busch Gardens Williamsburg

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

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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

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Water Country USA

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

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Historic Jamestowne Visitor Center

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

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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.

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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 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.