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    2017 Napa Valley Special Topics Workshop
    July 17 - 19, 2017
    15 CPE
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    Join NSTP For a Wine Tour
    Sunday, July 16, 2017
    Pestoni Family Estate Winery
    Town of Yountville
    Silverado Vineyards
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    Napa Valley Wine Train
    There's something magical about a train ride.
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    Take a Hot Air Baloon Ride
    Napa Valley, Baloons, INC.
    Enjoy a spectacular morning soaring above it all

Special Topics Workshop

15 CPE

Napa Valley, CA

Join us in the legendary, enchanting Napa Valley, home to award-winning wineries, gourmet food, beautiful scenery and vineyards. Enjoy Napa’s scenic beauty, cutting edge culinary environment, first-rate lodging, arts community, spas, weather and hospitality or spending time in nearby Sonoma or San Francisco. You’ll be taking CE courses from NSTP’s foremost instructors, while meeting other tax professionals from around the country. A wine and culinary tour on Sunday is the perfect way to begin your stay.

Ethics for the Tax Professional in 2017 Including Circular 230 Issues and Practice Before the IRS
Monday, July 17, 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: Introduction and Discussion of the Impact of 2017 Tax Legislation of the Trump Administration
Monday, July 17, 2017

Course Description:  This course will introduce and review the tax impact on the legislation of tax provisions proposed and enacted during the first year of the Trump administration.

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

  • Understand the Federal Income Tax Provisions that are included in the Trump administration tax bill and how it impacts your clients both for business and individual purposes
  • The course will review the impact of tax cuts, tax brackets, standard deduction issues for single and married taxpayers and filing status changes
  • The course will review business provisions and the incentives available for the small business client
  • The course will review any changes made to the transfer taxes and filing requirements of Estates and Gifts

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 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 Update
  • 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

Special Topics Workshop Day 1: The Tax Professional’s Guide to Walking Down the Schedule C
Tuesday, July 18, 2017

Federal Tax Law Course Description: This course introduces the seasoned and relatively new tax professional to the Federal Income Tax and Self Employment Tax issues impacting a Sole-proprietorship. It discusses the updated information on audit statistics and data provided by the IRS from the Statistics of Income Bulletin (SOI) published quarterly by the IRS. It discusses the Commissioner’s Report on the Annual “Tax Gap” and the impact caused by the Sole-proprietors who understate their income and overstate their deductions and the impact on both income and self-employment taxes.

Federal Tax Update Course Description: The course also discusses the tax changes that impact to the Sole-proprietorship under the Trump administration’s tax legislation.

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

  • Better prepare the Sole-Proprietorship Schedule C and Schedule SE
  • Better prepare the client for being successful in an audit of a Schedule C
  • Better understand the impact of the information that is reported on Schedule C and how the IRS gathers and uses the data in attempting to close the annual “Tax Gap”
  • Understand the impact of 3rd party reporting by, and on, the Sole-Proprietorship via Forms 1099 Misc and 1099-K
  • Advise clients on the importance of proper record keeping responsibilities and the impact for the failure to properly do so
  • Identify the issues of the §6692 20% penalty for substantial understatements of tax liability

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

  • Understand the impact of any new legislation on the operation of a trade or business as a Sole-Proprietorship.

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite/Advance Preparation: The participant should have a good working knowledge of Federal Income Tax Issues when a taxpayer is operating a trade or business activity as a Sole-proprietorship and be familiar with Form 1040 Schedule C and Schedule SE.
  • Delivery Method: Group Live

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

Category

  • IRS: 4 Federal Tax Law and 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 (15 Minutes)
  • Break: 11:30 AM (15 Minutes)
  • Session Concludes: 12:40 PM

Special Topics Workshop Day 2: Starting a Non-Profit: Form 1023 and Form 990
Wednesday, July 19, 2017

Course Description: This course introduces the process of applying for non-profit status and the annual federal tax filing requirements.

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

  • Understand the documents needed to apply for non-profit status
  • Understand the schedules that accompany the Form 1023 and which is required to completed based on the type of entity
  • Learn the various non-profit tax returns and the income limitations
  • Understand the sections of the non-profit tax return and how to complete

Instructor: Nina Tross, MBA, EA

CPE Program Standards

  • CPE Credits: 4
  • Course Level: Beginner
  • Prerequisite: None.
  • Advance Preparation:  None
  • 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 (20 Minutes)
  • Session Concludes: 11:40 AM

Special Topics Workshop

July 17 - 19, 2017

Member

Rate

Non-Member

Rate

Registration

Click to Register

Ethics Session
July 17, 2017
$85.00 $109.00 Register Now!
Executive Session
July 17, 2017
$175.00 $209.00 Register Now!
Ethics & Executive Session
July 17, 2017
$225.00 $275.00 Register Now!
Special Topics Workshop
July 18 - 19, 2017
$325.00 $375.00 Register Now!
Special Topics Workshop & Ethics Session
July 17 - 19, 2017
$369.00 $469.00 Register Now!
Special Topics Workshop & Executive Session
July 17 - 19, 2017
$425.00 $499.00 Register Now!
All 3 Events
July 17 - 19, 2017
$459.00 $559.00 Register Now!

Napa Valley, CA
Special Topics Workshop Instructors

Paul La Monaca

  • CPA, MST

Nina Tross

  • EA, MBA

Hotel: SpringHill Suites Napa Valley

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This traditional all-suite hotel is 6.2 miles from the Napa Valley Wine Train and 8.6 miles from the Artesa Vineyards & Winery. Conservative studios featuring kitchenettes include living areas with pull-out couches, plus free WiFi, iPod docks and flat-screen TVs with premium channels. A breakfast buffet is complimentary, as is parking. Amenities include a convenience store, a heated outdoor pool and hot tub, a fitness room, and a fire pit. There's also a business center and 4 meeting/event rooms.

Hotel Cut off Date: Monday, June 12, 2017

Room Dates

Room Rates

Room Reservations Code

Reserve Your Room

Saturday, July 15, 2017 $229.00 Register Online and using the group booking codes
  • NSTNSTY = King Suite
  • NSTNSTZ = Double Suite
Room Registration
Sunday, July 16, 2017 $179.00 Register Online and using the group booking codes
  • NSTNSTY = King Suite
  • NSTNSTZ = Double Suite
Room Registration
Monday, July 17, 2017 $179.00 Register Online and using the group booking codes
  • NSTNSTY = King Suite
  • NSTNSTZ = Double Suite
Room Registration
Tuesday, July 18, 2017 $179.00 Register Online and using the group booking codes
  • NSTNSTY = King Suite
  • NSTNSTZ = Double Suite
Room Registration
Wednesday, July 19, 2017 $179.00 Register Online and using the group booking codes
  • NSTNSTY = King Suite
  • NSTNSTZ = Double Suite
Room Registration
All room rates are subject to applicable taxes in effect on the date(s) of occupancy. 
 
RESERVATIONS: Guest may call the hotel main line or Marriott Reservations to book their rooms under the group rate. Guests may also use the group code or reservation link to make online reservations under the group rate.

NSTP Sponsored Event

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Join NSTP For a Wine Tour | Sunday, July 16, 2017

  • Departure Time: 10:45 AM
  • Return Time: 4:00 PM
  • Departure & Return Location: Springhill Suites by Marriott
  • Cost: $130.00 per person

Tour Locations: Pestoni Family Estate Winery:

  • Located on the western side of the valley floor in Rutherford, the Pestoni Ranch was planted by Henry and Lena Pestoni in 1923. Today, this same vineyard is planted with Sauvignon Blanc Musque and 317 Clones. This vineyard produces grapes with wonderful fruit intensity, ideal acidity and attractive mineral character which represent the true characteristics of the varietal. We will be tasting several of their wines and enjoying lunch on the picnic grounds in the vineyards.

Tour Locations: Town of Yountville

  • Experience the world class restaurants, enjoy fine Napa Valley wines, shop to your heart’s content or simply relax your cares away at one of several local spas. Stroll, ride a bike or float away in a hot air balloon. Enjoy the time tasting the various wines available in 14 wine tasting shops, shopping the local boutiques or just relaxing in one of the small cafes. You will have an hour on your own to explore this quaint, unique area in the Napa Valley.

Tour Locations: Silverado Vineyards

  • Our day ends at Silverado Vineyards for their Estate Tour which offers guests the opportunity to explore the history of Silverado Vineyards and tour the Winery. Enjoy Silverado's collection of Bell Epoch and Plein-Air art, hand selected by founders Ron and Diane Miller. Tour the wine making facility and learn how Silverado's award-winning wines are produced. The tour concludes with a tasting on back terrace with sweeping vineyard views.

Wine Tour Lunch Menu

Tasting of four Pestoni Family Estate Wines, one Dean & Deluca boxed picnic lunch per guest The sandwich selections are below; each lunch also includes a homemade cookie and bag of chips

Pestoni Family Estate Winery:

  • BLTA (bacon, lettuce, tomato, avocado)
  • Chicken Pesto
  • Tuna White Bean
  • Italian (prosciutto, soppressata, roasted peppers, mozzarella, balsamic)
  • Turkey Bacon Avocado
  • Roast Beef
  • Caprese
  • Ham and Smoked Gouda
  • Chicken Club
  • Chicken Harissa
  • Chicken Caesar Wrap 

Book your trip today

Napa Valley, CA Events

July 17 - 19, 2017

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Napa Valley Wine Train

There's something magical about a train ride. Add dining on the train at a table set with china and white linens, and the whole idea becomes even more romantic.

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Oxbow Public Market

Oxbow Public Market is a hub for great, often locally sourced food. It's conveniently located under one roof, along the river in downtown Napa

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St Clair Brown Winery

Urban winery offering small plates such as duck potato salad, paired with wine, in a garden setting.

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Napa Valley Balloons, Inc.

From treetops to magnificent panoramic views, enjoy a spectacular morning soaring above it all.

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Auberge du Soleil Restaurant

Set a top a hillside overlooking beautiful wine country is hard to beat, pair that with amazing food and you have yourself something truly spectacular.

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Chardonnay Golf Club

Prepare yourself for an unparalleled golfing experience. Our course is a pleasure for golfers of any skill level to play.

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.