Special Topics Workshop

15 CPE

Cabo San Lucas, Scheduled Events

  • Monday, April 29, 2019, 6:30 am to 1 pm: deep sea fishing
  • Monday, April 29, 2019, 6 pm: Meet and Greet at the pool
  • Tuesday, April 30, 2019, 8 am to 1 pm: Seminar
  • Tuesday, April 30, 2019, 5 pm to 8 pm: sunset cruise
  • Wednesday, May 1, 2019, 8 am to 1 pm: Seminar
  • Wednesday, May 1, 2019, 4 pm to 6 pm: pool party
  • Wednesday, May 1, 2019, 5 to 6 pm: Tequila Tasting
  • Wednesday, May 1, 2019, 6 pm to 9 pm: Wine/Food tour
  • Thursday, May 2, 2019, 8 am to 1 pm: Seminar
  • Friday, May 3, 2019, 6:30 am to 1 pm: deep sea fishing 

Subchapter S 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 Subchapter S-Corporation. The course reviews planning for reasonable salaries of shareholder-employees and the linking of §199A QBI Deduction. The course will discuss benefits and burdens of filing the Form 1120-S. The issue of basis and loss limitation will be reviewed and discussed.

Learning Objectives: At the completion of the session, participants will understand the challenges of the entity and the shareholders who elect to file Form 1120-S. It will allow participants to be better equipped to assist clients in planning and in their reporting responsibilities at the entity and individual level.

CPE Program Standards

  • CPE Credits: 5 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Tax Law
  • 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

Understanding Fiduciary Income Tax and Filing IRS Form 1041

Instructor: Paul La Monaca, CPA, MST

Course Description: This course introduces Professionals to the Federal Income Tax issues of estates and trusts. The course reviews the impact of the creation of an entity where the income may be included in the gross income of the entity itself or at the beneficiary level as reported on the Schedule K-1. The course will also introduce the impact of a trade or business operation in the entity and the reporting requirements of §199A Qualified Business Income if there is a business operation in the entity. The course will discuss the Income Distribution Deduction and the Distributable Net Income (DNI) which are both unique to the Form 1041.

Learning Objectives: At the completion of the session, the participants will have an understanding of the uniqueness of the Form 1041 and will allow them to be better equipped to discuss the benefits and burdens of an estate and trust as far as the federal income tax implications.

CPE Program Standards

  • CPE Credits: 5 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Tax Law
  • 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

Tax-Exempt Organizations: Formation and Operations

Instructor: Nina Tross, EA, MBA

Course Description: During this course we will cover the issues to be considered during the formation of a tax-exempt organization, the issues to be addressed during the completion of Form 1023, Application for Recognition of Exemption Under 50l(c)(3) of the Internal Revenue Code and requirements at the state level. A tax-exempt organization has unique recordkeeping and compliance issues which will be addressed including changes due to the Tax Cuts and Jobs Act. We will then explore the tax filing requirements including the filing of the applicable annual Form 990, Return of Organization Exempt from Income Tax, payroll and excise taxes.

Learning Objectives: At the completion of this course the tax professional will be able to:

  • Understand the documents needed to apply for tax-exempt status,
  • Identify the schedules that accompany the Form 1023 and which is required for competition; pletion based on the entity mission,
  • Differentiate the tax filing requirements for tax-exempt organizations and the income
  • limitations,
  • Ensure compliance of the recordkeeping and reporting requirements of the tax-exempt
  • organization to donors, employees, and other stakeholders.

CPE Program Standards

  • CPE Credits: 5 CE
  • Course Level: Intermediate
  • Prerequisite: Knowledge of Federal Tax Law
  • 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

Cabo San Lucas Special Topics Workshop

Member Rate

Non-Member Rate

Registration

April 30 - May 2, 2019

$479.00

$579.00

Register Now!
Special Topics Workshop Schedule April 30, 2019 May 1, 2019 May 2, 2019
Registration 7:30 AM - 8:00 AM 7:30 AM - 8:00 AM 7:30 AM - 8:00 AM
Session Begins 8:00 AM 8:00 AM 8:00 AM
Session Concludes 1:00 PM 1:00 PM 1:00 PM

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

Reserve your Room

Dates Single Double
April 27, 2019 $210.00 $290.00
April 28, 2019 $210.00 $290.00
April 29, 2019 $210.00 $290.00
April 30, 2019 $210.00 $290.00
May 1, 2019 $210.00 $290.00
May 2, 2019 $210.00 $290.00
May 3, 2019 $210.00 $290.00
May 4, 2019 $210.00 $290.00
May 5, 2019 $210.00 $290.00
May 6, 2019 $210.00 $290.00

ALL-INCLUSIVE AMENITIES

  • Group coordinator from 7 am to 7 pm
  • A la carte breakfast at Light House or buffet breakfast at La Vista Roof from 7 am – 12:00 pm
  • A la carte lunch at our restaurants -La Vista Roof, Light House, SkyPool Snacks from 12:00 pm to 5:30 pm
  • A la carte dining at our restaurants La Vista Roof Theme Dinner -Light House with International cuisine -Agave Azul with Mexican Cuisine, Sushi Bar-Margaritas 6 pm to 10:30 pm
  • Selected menu of national & international beverages (by the glass) at the following restaurants and bars: Skypool, Half & Half, Margaritas 101, Agave Azul, Vista Roof, Light House
  • Refreshing cocktails at our pool bar Skypool Snack Bar
  • GYM at AURA SPA
  • WIFI at the main Lobby

ADDITIONAL INFORMATION

  • All guests are required to wear hotel issued wristbands for identification purposes throughout all hotel outlets and public areas. Additional guests (visitors) are required to identify themselves at the registration desk and will be charged an additional fee.
  • All guests must agree to and adhere to the resort's Spring Break policies upon check-in with proof of signature.
  • Rollaway Beds: $10/night (subject to availability)
  • No pets allowed

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.