• 2017 Cabo San Lucas Special Topics Workshop
    2017 Cabo San Lucas Special Topics Workshop
    May 2-4, 2017
    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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    TROPICAT JAZZ AND WINE SUNSET CRUISE IN LOS CABOS
    Book your space for the Tropicat Jazz and Wine Cruise
    Tuesday, May 2, 2017 | 6 PM – 8 PM
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    WHALE WATCH CABO
    Take a breathtaking boat tour
    Meet up with Grey Whales and Humpback Whales.

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.

Marching Line by Line Down Corporate Income Tax Returns
Tuesday, May 2, 2017

Course Description: This course introduces the seasoned tax professional to the Federal Income Tax issues surrounding businesses who are structured as corporate entities and those corporations which have elected to be treated as a Subchapter S-Corporation for tax purposes. The course also introduces the tax professional who has little or no experience with the preparation of Corporate Income Tax returns on how to approach the preparation of the Form 1120 and 1120-S in a methodical, common sense manner and the opportunity to understand the provisions of the Internal Revenue Code that are needed in order to properly prepare these forms.

Federal Tax Update: This course will introduce the Tax Professional to the current changes made to the Internal Revenue Code.

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

  • Prepare Form 1120 and Form 1120-S with a solid base of understanding of corporate taxation
  • Recognize the concept of double taxation for the C-Corporation and the impact of the distributions to shareholders of the Corporation
  • Understand the concept of separately stated and non-separately stated transactions of the Subchapter S-Corporation
  • Understand the concept of “Pass Through” for a Subchapter S-Corporation
  • Understand the purpose of each detailed line on the corporate forms
  • Grasp the importance of the Balance Sheet and the Reconciliation of Book to Tax Income as well as the Reconciliation of Retained Earnings.
  • Understand the changes introduced in current legislation impacting Corporations

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite: The participants should be familiar with business transactions and have a good knowledge of entity level accounting and tax issues as well as understand the separation of the owners from the entity.
  • Advance Preparation:Some experience of preparation of Forms 1120 and 1120-S is helpful, but not required
  • 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
  • Coffee Break: 10:00 AM (15 Minutes)
  • Leisure Break: 11:15 AM (25 Minutes)
  • Session Concludes: 12:50 PM

Category

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

Understanding Transactions that Allow the Exclusion and Deferral of Federal Income Tax
Wednesday, May 3, 2017

Course Description: This course introduces the Tax Professional to the Federal Income Tax issues surrounding transactions that can allow taxpayers to defer the recognition of income into a future tax year. It will also discuss opportunities for taxpayers to understand transactions which can be excluded from the recognition of income. The course will discuss transactions dealing with a §1031 Like-Kind Exchange, §1033 Involuntary Conversions of Property due to theft, seizure, condemnation, etc., §453 Installment Sale Transactions and, §1038 Certain Reacquisitions of Real Estate. It will also address the Deferral of the recognition of income under §1041 Transfer of property between spouses or incident to divorce and §121 Exclusion of gain from the sale of a taxpayer’s Principal Residence.

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

  • Recognize transactions which allow the deferral of income into a future tax year
  • Recognize the power of planning transactions for the purpose of reducing Federal Income Tax
  • Advise clients on how the sale of real estate under the §453 Installment Method and disposition under a §1031 Like-Kind Exchange and a §1033 Involuntary Conversion can save tax dollars in the current year
  • Introduce the concept of exclusion from tax for specified transactions allowed under the Internal Revenue Code
  • Understand the impact on basis when gain is deferred

Instructor: Paul La Monaca, CPA, MST

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate to Advance
  • Prerequisite/Advance Preparation: The participants should be familiar with the basic principles of Federal Income Taxes and understand that some transactions can be deferred from current year inclusion in gross income while others may be specifically excluded.
  • 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
  • Coffee Break: 10:00 AM (15 Minutes)
  • Leisure Break: 11:15 AM (25 Minutes)
  • Session Concludes: 12:50 PM

Category

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

Payroll/Employee/ITIN Review
Thursday, May 4, 2017

Course Description: This course introduces federal tax issues related to payroll processing, payroll tax returns, employee vs. independent contractor considerations, and issues related to hiring persons not legal to work in the United States.

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

  • Identity payroll issues for employers
  • Understand the special circumstances to be considered for the owner/shareholder of a C Corporation and as S Corporation
  • Become familiar with the payroll returns to be filed and associated due dates
  • Understand the difference between employees and independent contractors
  • Review the process for ITIN applications

Instructor: Nina Tross, MBA, EA

CPE Program Standards

  • CPE Credits: 5
  • Course Level: Intermediate
  • Prerequisite: The participants should be familiar with payroll processing requirements.
  • Advance Preparation: Some experience of payroll processing is helpful but not required
  • 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
  • Coffee Break: 10:00 AM (15 Minutes)
  • Leisure Break: 11:15 AM (25 Minutes)
  • Session Concludes: 12:50 PM

Category

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

Cabo San Lucas Special Topics Workshop

Member Rate

Non-Member Rate

Registration

May 2-4, 2017

$379.00

$479.00

Register Now!
Special Topics Workshop Schedule Tuesday, May 2, 2017 Wednesday, May 3, 2017 Thursday, May 4, 2017
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
Coffee Break 10:00 AM (15 Minutes) 10:00 AM (15 Minutes) 10:00 AM (15 Minutes)
Leisure Break 11:15 AM (25 Minutes) 11:15 AM (25 Minutes) 11:15 AM (25 Minutes)
Session Concludes 12:50 PM 12:50 PM 12:50 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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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

NAUTICAL JUNIOR SUITE - DINE OUT ALL INCLUSIVE PLAN

Features one Queen bed with sofa bed or two Queen beds, sitting and dining area, kitchenette, balcony and a full bathroom. Occupancy up to 3 adults or 2 Adults+ 2 children.

Date/Year

Single Queen Bed

Double Queen Bed

Reserve Your Room

April 29, 2017 - May 8, 2017

$215.00

$280.00

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

RATES INCLUDE (all inclusive plan)*

Individual reservations is required on the outside restaurants.

  • Concierge Service from 9:00 to 17:00hrs 
  • A la Carte or buffet breakfast at La Palapa and Jack's bar & Grill 7:00 to 12:00hrs 
  • A la Carte Lunch at our restaurants La Palapa, Jack's bar & grill, Presto Ristorante, lmomo Sushi and snacks La Cantina de Los Deseos 12:00 to 17:30hrs
  • A la Carte dining at our restaurants Presto Ristorante, lmomo Sushi, Jacks bar individual reservation required ext. 8000 from 18:00hrs to 22:30hrs (Lobster available at menu price)
  • Selected menu of National & International beverages (by the glass), at the following restaurants & bars: La Palapa, 
  • Jack's bar & grill,La Cantin a de Los Deseos We offer a variety of beverages, outside the hotel selection, at additional charge.
  • Refreshing cocktails at our pool-bar La Pala pa from 08:00 to 20:00hrs and at our "La Tequila" Lobby bar from 14:00 to 22:00hrs. 
  • Room Service (delivery fee $5 USD) - Alcoholic beverages only served with your meal 
  • Daytime Sky Gym at 7th floor 
  • Daytime pool activities for adults and children. See schedule in your daily program at Concierge ext.8000
  • Wi-Fi at the main Lobby
  • All taxes and room fees. 
  • Extra adults in the room $80 per day for the all-inclusive.
  • Minor children are an additional $40 per day.
  • Prior to cut-off date, individuals may also call Hotel's Room Reservations Department direct at 1 (800) 675-3267 and identify themselves as members of NSTP: National Society Of Tax Professionals or by the assigned Reservation ID: A7NSC10. Hours of operations are Monday through Friday from 6:00 am to 11 :00 pm; Saturday and Sunday 7:00 am to 11 :00 pm. Pacific Standard Time.
  • *Rates above a per room per night on all inclusive basis, Rates are to be paid in USD.

Airport/Hotel Shuttle Reservations

  • Shuttle service between the airport and the hotel can be arranged through Grayline in Los Cabos.
  • Contact  Flor Garcia at 1 (888) 387-1983 or Email Flor Garcia at: expediaconcierge4@graylineloscabos.com To receive a discount you must mention NSTP.
  • Your reservation must be made and paid for in advance.
  • Due to the taxi union in Cabo, all discounted shuttle services must be made in advance.
  • Passengers cannot show up at the airport and book the Grayline (or any other) shuttle service.

NSTP Sponsored Events in Cabo San Lucas

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

  • Monday, May 1, 2017 | 6 PM
  • Thank you registering for the 2017 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.

Tropicat Jazz and Wine Sunset Cruise in Los Cabos

  • Tuesday, May 2, 2017 | 6 PM – 8 PM
  • Book your space for the Tropicat Jazz and Wine Cruise the Los Cabo's Coastline while listening to the smooth sounds of contemporary jazz aboard the Tropicat, the most luxurious and elegant super catamaran in Baja. Enjoy the beauty of Cabo's spectacular scenery, while you sip from the selection of premium wines and chef prepared canapes. The Tropicat will sail past Lover's Beach, Land's End and then into the Pacific for a breathtaking sunset.

Book Tour

Cabo San Lucas, Mexico Events

May 2-4, 2017

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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 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.