• 2018 Cabo San Lucas Special Topics Workshop
    2018 Cabo San Lucas Special Topics Workshop
    May 1-3, 2018
    8 AM - 1 PM each day
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    15 CPE In Cabo San Lucas
    Stay at the Marina Fiesta Resort Los Cabos
    A Luxury, Marina Golden Zone Cabo San Lucas Resort
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    WHALE WATCH CABO
    Take a breathtaking boat tour
    Meet up with Grey Whales and Humpback Whales.

Note: This course is 10 CPE for EA's

Special Topics Workshop

15 CPE

Cabo San Lucas, Mexico

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 Cortes. Take a water taxi, glass-bottom boat or kayak and revel in the captivating stretches of sand, rock and aqua sea. 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. What better place for a well-deserved getaway!

Cabo is full of natural wonders but none can match the grandeur of El Arco. Known in English as The Arch, El Arco is located at Land’s End and this spectacular landmark is one of the iconic symbols of the area. El Arco is a 200-foot granite rock situated at the tip of the Land’s End peninsula, which was carved by the strong ocean currents.

Schedule C Trade or Business Issues and the §183 Hobby Loss Rules
Tuesday, May 1, 2018

Course Description: This course reviews the important tax issues of operating a trade or business as a sole proprietorship for Federal Income Tax purposes. It reviews the reporting details required for including revenue and §162 ordinary and necessary business expenses on Schedule C Form 1040 as well as stressing the importance of good record keeping. It will review the new §199A Qualified Business Income rules as they apply the sole proprietors for the maximum 20% “pass through deduction”. The course also reviews the §183 Hobby Loss rules and discusses the issues of audits and burden of proof responsibilities of the taxpayers vs. the IRS.

Learning Objectives: At the completion of this course participants will be more equipped to address the challenges of properly preparing a Schedule C and understand the limitations when an activity is not a trade or business, but instead is a hobby.

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite: None
  • Advance Preparation:None
  • Delivery Method: Group Live

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

Scheduled Times

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

Category

  • IRS: 3 Federal Tax Law and 2 Federal Tax Update
  • NASBA: 5 Taxes
  • CTEC: 3 Federal Tax and 2 Federal Tax Update

Federal Income Tax Benefits Pertaining to Education
Wednesday, May 2, 2018

Course Description: This course reviews and updates the Tax Professional on the value of understanding the Federal Income Tax benefits related to investing in §529 Qualified Tuition Programs and §530 Coverdell Plans and the benefits of deferral on the growth of the investment in those programs as well as the exclusion from gross income when the distribution from those funds is used to pay Qualified Higher Education Expenses. The course will also review credits allowed for amounts paid for Tuition and Fees at a qualifying institution of Higher Learning.

Learning Objectives: At the completion of this course participants will have a better understanding of the Federal Income Tax benefits associated with education at all levels.

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite/Advance Preparation: None
  • Delivery Method: Group Live

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

Scheduled Times

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

Category

  • IRS: 4 Federal Tax Law and 1 Federal Tax Update
  • NASBA: 5 Taxes
  • CTEC: 4 Federal Tax Law and 1 Federal Tax Update

Managing Your Tax Business to Maximize Efficiencies
Thursday, May 3, 2018

Course Description: This course will present information on topics ranging from client management, office operations, and time management to human resource issues.

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

  • Learn various methods of managing client interaction and work flow
  • Understand the various integrated programs available to assist with office operations
  • Learn time management techniques
  • Develop techniques to better manage staffing

Instructor: Nina Tross, MBA, EA

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite: None
  • Advance Preparation: None
  • Delivery Method: Group Live

Note: This course is designed for tax preparers, tax professionals, Attorneys, CPA’s. EA's will not receive any CPE for this course

Scheduled Times

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

Category

  • IRS: 5 Federal Tax Law
  • NASBA: 5 Taxes
  • CTEC: 5 Federal Tax Law

Cabo San Lucas Special Topics Workshop

Member Rate

Non-Member Rate

Registration

May 1-3, 2018

$379.00

$479.00

Register Now!
Special Topics Workshop Schedule Tuesday, May 1, 2018 Wednesday, May 2, 2018 Thursday, May 3, 2018
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

Cabo San Lucas, Mexico
Special Topics Workshop Instructors

Paul La Monaca

  • CPA, MST

Nina Tross

  • EA, MBA

Hotel: Marina Fiesta Resort & Spa

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Transportation: Cabo San Lucas

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 meets the Sea of Cortes. Take a water taxi, glass-bottom boat, or kayak, and revel in the captivating stretches of sand, rock and aqua sea. 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. What better place for a well-deserved getaway!

Contact NSTP office at 1 (800) 367-8130 for room reservations

NSTP Sponsored Events in Cabo San Lucas

Welcome Reception at Golden Legend Sports Bar 'formerly Los Deseos Cantina'

  • Monday, May 1, 2018 | 6 PM
  • Thank you registering for the 2018 Cabo San Lucas Special Topics Workshop Please join us for these special evening events.
  • Kick off the conference with complimentary food and beverages at Golden Legend Sports Bar 'formerly Los Deseos Cantina'. Mingle with conference attendees, and enjoy the picturesque evening setting along the marina.

Sunset Cruise, a Private Sailboat

  • Space is Limited - First 35 People Only
  • Join us on Tuesday, May 1st , during the Cabo San Lucas seminar for a sunset cruise to the famed Cabo Arch and Land’s End where the Pacific Ocean meets the Sea of Cortez. On a private sailboat for NSTP members and their guests we will depart on El Galeon at 4 pm from the Cabo San Lucas harbor. The cost per person, all inclusive, is $80.00 which includes drinks, food, water activities, tax and tip. The trip is limited to the first 35 people – contact the NSTP office to book your reservation and pay for the trip.
    There is something special about being on the water when the sun sets, seeing the colors glistening off the windows of the buildings along the Cabo San Lucas skyline and making a beautiful silhouette over El Arco.

Cabo San Lucas, Mexico Events

May 1-3, 2018

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Find The Best Cabo San Lucas Golf Courses

With its mild climate, stunning scenery and world-class courses, Cabo San Lucas is an all-season destination for golf enthusiasts and players of all skill levels

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Snorkeling & Diving - Dive Cabo

Discover a mysterious underwater world of bright colors, unusual shapes and unmatched beauty, with a snorkeling expedition in the game preserve just outside Cabo harbor.

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Whale Watch Cabo

Take a breathtaking boat tour from the Cabo marina to meet up with migrating Grey Whales and Humpback Whales as they glide through the ocean waters surrounding Baja.

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Latitude 22+ Ocean View Roadhouse Bar

This is a casual joint, to say the least, nothing pretentious (if you are they might not let you in), just affordable and consistently good belly-warming food.

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.