2018 IRS Tax Forums

Attend an IRS Tax Forum and hear sessions from NSA's highly rated speaker team.

NSA CPE Seminar Topics

S-Corporation Hot Spots - What you need to know in light of The Tax Cuts and Jobs Act!

CE:  1 hour/Federal Tax Law (T)

For the last several years, S-Corporations have been the most popular entity for a small business. Now we have the Tax Cuts and Jobs Act that impact S-Corporations in a variety of ways. In this session, we will cover what you need to know about the tax act provisions and their effect on S-Corporation “hot spots”. This will include a new analysis of reasonable compensation, health insurance, cash vs accrual basis, shareholder loans and distributions, depreciation, fringe benefits, accountable plans, and revoking the S-election. It is more important than ever to understand the “hazard” areas of S-Corporations and what to watch out for! This session is presented by the National Society of Accountants, nsacct.org.

Partnership Schedule K-1 - What you need to know in light of The Tax Cuts and Jobs Act!

CE: 1 hour/Federal Tax Law (T)

Do you feel overwhelmed when your client hands you a Partnership K-1? Where do you start, what questions do you ask, and what do you need to know? What qualifies for the 20% QBI deduction? With the increasing popularity of pass through entities, it is more likely that you may be dealing with a K-1 from a partnership on your client’s tax return. We will discuss how to take the K-1 items to the 1040 Tax Return and practice points on issues such as passive and active participation, basis issues, and unreimbursed partner expenses. Included in this session are real life examples, potential hazards, and resources to keep you in compliance and help you report the K-1 correctly.



NSA Speaker Team

 

Kathy Hettick, EA, ABA, ATP
 

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Kathy Hettick, EA, ABA, ATP, has been the owner and principal of an accounting and tax practice for over 23 years. She has held numerous leadership positions at local, state, and national levels, including WAA President and served as NSA's President 2015-2016. She was awarded Speaker of the Year at NSA's 2017 Annual Convention in Reno, Nevada.

    Gene Bell, EA, ATA, CFP

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    Gene Bell, EA, ATA, CFP, is the owner and president of Gene Bell & Associates, Inc. where he provides personal and business tax preparation and planning as well as wealth management services. He was awarded the NSA Distinguished Service Award for 2012 and received the NSA's Speaker of the Year Award in 2015.

    Terry O. Bakker, EA
     

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    Terry is the owner and president of O’Leary’s Tax Service, Ltd. in Vancouver, WA. She has been providing personal and business tax preparation and planning for over 25 years. Terry is Past President of the Oregon Association of Independent Accountants, active in NSA, and a representative to the IRS Stakeholder Liaison programs. She speaks at the local and national level to practitioners.

      James L. Holmes

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      Jim is an EA and has been a practicing accountant in North Carolina for over 46 years. He provides personal and business tax preparation for his clients as well as representation before the IRS. Jim has taught income tax seminars for NC State University for the past 23 years. He was president of the NC Society of Accountants in 1996-1997 and will again be president of the NCSA for June 2016-2017.

      2018 Locations

      Atlanta, GA
      Atlanta Marriott Marquis 
      July 10 - 12
      Pre-Registration Deadline: June 15

       

      National Harbor, MD
      Gaylord National Harbor       
      July 17- 19
      Pre-Registration Deadline: June 15

       

      San Diego, CA
      Town and Country Resort         
      August 7 - 9
      Pre-Registration Deadline: June 15


      Chicago, IL
      Hyatt Regency Chicago                 
      August 21 - 23
      Pre-Registration Deadline: June 15

       

      Orlando, FL
      Hyatt Regency Orlando
      September 11 - 13
      Pre-Registration Deadline: June 15