2017 IRS Tax Forums

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

NSA CPE Seminar Topics

Dealing with the Partnership K-1 on the 1040- What You Really Need to Know!

CE:  1 hour/Federal Tax Law

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? 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. This seminar will show you how to take the K-1 items to the 1040 tax return and practice points on issues such as passive and active participation, the Net Investment Income Tax, basis issues and unreimbursed partner expenses. This session includes real life examples, potential hazards and resources to keep you in compliance and help you report the K-1 correctly.

A Practitioner's Look at Limited Liability Companies (LLC) and Their Tax Entities

CE: 1 hour/Federal Tax Law

What kinds of LLCs are there and how are they taxed? LLCs are very popular but they can be very confusing and complicated for tax reporting purposes. Which form of business is right for your client? This session examines various tax aspects of the LLC, from a single member disregarded entity taxed on Schedule C to a multiple member LLC taxed as a partnership or corporation and the tax elections that are available. Included in this session are real life examples, potential hazards, and resources to help you understand the various reporting issues for the LLC.

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.

    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.

    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.

      2017 Locations

      Orlando, FL
      Hilton Orlando Resort
      July 11 - 13, 2017
      Pre-Registration Deadline: May 31

       

      Dallas, TX
      Hilton Anatole         
      July 25 - 27, 2017
      Pre-Registration Deadline: May 31

       

      National Harbor, MD
      Gaylord National Hotel and Convention Center          
      August 22 - 24, 2017
      Pre-Registration Deadline: May 31


      Las Vegas, NV
      Rio All-Suite Las Vegas Hotel and Casino                 
      August 29 - 31, 2017
      Pre-Registration Deadline: May 31

       

      San Diego, CA
      Town & Country Resort and Convention Center
      September 12 - 14, 2017
      Pre-Registration Deadline: May 31