Special Topics Workshop

15 CPE

After a busy tax season, it’s time to relax and rejuvenate in Cabo San Lucas! There is something for everyone in this unforgettable beach playground where the Pacific Ocean meets the Sea of Cortés. Experience deep sea fishing in the Marlin Capital of the World. Play a round of golf at one of the area’s desert and ocean view courses. Explore the diverse marine life by snorkeling in the warm crystal-blue water or swimming with the dolphins.

Cabo Special Events include Deep Sea Fishing, Sunset Cruise, Tequila Tasting, Wine/Food Tour and more! (cost extra)

Cabo San Lucas, Courses

A Step by Step Approach to Dissecting Forms and Instructions

Instructor: Paul La Monaca, CPA, MST

Course Description: This course is a hands on session that provides the Tax Professional with the opportunity to peel back the skin for properly preparing some specific IRS Forms.

This session will include reviewing the instructions and the Law for the:

  • Revamped 2019 Form 1040 with Schedules 1-3
  • New Form 1040-SR for taxpayers who are age 65 and older
  • Form 461 for Limitations on Business Losses under §461
  • Form 8995 QBI Deduction Simplified Computation
  • Form 8995-A Calculation of the QBI Deduction under §199A with Schedules A - D
  • and more

Learning Objectives: At the completion of this course, the Tax Professional will have a better understanding of the mystery and complications of preparing difficult IRS Forms and the instructions that are not understood due to the reliance of using tax preparation software.

CPE Program Standards

  • CPE Credits: 5 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Income Taxes
  • Advance Preparation: None
  • Delivery Method: Group Live

Scheduled Times

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 1:00 PM

Category

  • IRS: 2 - Federal Tax Law Topics | 3 - Federal Tax Law Update
  • NASBA: 5 - Taxes
  • CTEC: 2 - Tax Law Topics | 3 - Tax Law Update

Tax Planning Strategies After the Enactment of TCJA

Instructor: Paul La Monaca, CPA, MST

Course Description: This course explores necessary strategic tax planning for all of your clients after changes made by the Tax Cuts and Jobs Act. It will review and discuss issues related to and involving clients at every level. Therefore, individuals, investors, sole-proprietors, partnerships, estates and trusts as well as both corporate entity types will be dissected and analyzed.

The tax policy issues relating to TCJA will be discussed and the impact on tax planning if TCJA provisions are actually sunsetted or repealed.

Learning Objectives: At the conclusion of this session Tax Professionals will have a better understanding and knowledge of tax planing strategies needed to better serve the goals and needs to properly structure and minimize a client’s tax liability.

CPE Program Standards

  • CPE Credits: 5 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Income Taxes
  • Advance Preparation: None
  • Delivery Method: Group Live

Scheduled Times

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 1:00 PM

Category

  • IRS: 2 - Federal Tax Law Topics | 3 - Federal Tax Law Update
  • NASBA: 5 - Taxes
  • CTEC: 2 - Tax Law Topics | 3 - Tax Law Update

A New Look at Cannabis and Dispensing vs. Harvesting

Instructor: Nina Tross, EA, MBA

Course Description: This session will address the new considerations when preparing taxes for a Cannabis dispensary and when the transition from the farming rules are addressed. The harvesting of cannabis is subject to the farming regulations, the transition to dispensing requires a different look at the accounting and tax preparation strategies. We will look at the farming regulations in general and how they impact the Cannabis industry. Many states continue to legislate the allowance for growth and sales of Cannabis while Federal Law continues to enforce the illegal growth and distribution.

Learning Objectives: At the conclusion of this session, the Tax Professional will have an understanding of the rules needed to properly prepare tax returns for clients who are engaged in the trade or business of operating a Cannabis Dispensary and Harvesting the crop. The participant will have a good understanding of the farming rules as it relates to accounting and taxation of Cannabis. Participants will also be alerted to the rules of taxation dealing with a product which is illegal at the Federal level.

CPE Program Standards

  • CPE Credits: 5 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Income Taxes
  • Advance Preparation: None
  • Delivery Method: Group Live

Scheduled Times

  • Registration: 7:30 AM
  • Session Begins: 8:00 AM
  • Session Concludes: 1:00 PM

Category

  • IRS: 3 - Federal Tax Law Topics | 2 - Federal Tax Law Update
  • NASBA: 5 - Taxes
  • CTEC: 3 - Tax Law Topics | 2 - Tax Law Update

May 5 - 7, 2020 | Registration and Time are below

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Hotel: Tesoro Los Cabos

Tesoro Los Cabos

AIRPORT ROUND TRIP (SHARED) - $33.00 Grey Line

Book Transportation for Los Cabos Airport with Gray Line Los Cabos, it is round trip to the Hotel: Tesoro Los Cabos

Contact Email: Adriana Ruiz

Contact Phone Number: 888.387.1983

Hotel: Tesoro Los Cabos

With a prime location along the world-famous Cabo San Lucas marina, the Tesoro Cabo San Lucas Resort is the perfect choice for visitors looking to be in the heart of the action. You're just steps to fishing charters, sunset cruises, excellent dining, hot nightlife and shopping when you stay at this attractive resort. From the breathtaking rooftop pool deck to the friendly hospitality, you'll enjoy a sensational getaway.

Treat yourself to a relaxing massage or facial from the Aura Spa. Relax in your comfortable and stylish suite as you admire the twinkling lights and ocean views of Cabo. Enjoy a drink at the scenic swim-up bar. Kids will love the separate childrens' pool area. Savor excellent Baja-style cuisine and international dining at the La Vista Restaurant, or sip a cocktail at the resort's sophisticated bars.

When you're ready to head out and explore, all of Cabo's best activities are right at your doorstep.

Instructors

Paul La Monaca, CPA, MST

Paul La Monaca, CPA, MST

Nina Tross EA, MBA

Nina Tross EA, MBA

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.