​​​​​​​​​​​​​​​​​​​Massachusetts/Rhode Island​​ Chapter Education

Fall Seminar and Annual Chapter Meeting

This event will host Kathryn Keane, EA, and will offer the following education:

• Schedule E Deep Dive
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  Schedule E, while commonly used, is often an area of confusion. This hands-on session will examine both sides of the Schedule E from rentals to K-1 recipients and all of their issues. Bring your pencil as this session will include a full comprehensive example.
• Life Estates: A Deep Dive
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  As our clients age, many put real estate in a life estate. This session examines the when a life estate may be advisable. Life Estate from its set up to the premature sale.  Recognize when a life estate may be advisable  Determine the basis of a property placed into a life estate  Prepare a Form 709 to report the life estate  Properly report the sale prior to the death of the grantor  Advise clients on basis if the grantor dies.
• When a Client Dies?
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  Many times, the death of a client is a confusing time for all. There are times when the client's family turns to the tax professional for assistance. This session will assist the tax professional on sorting out what goes where (706, 1041, and the final 1040) as well as the preparation of these returns by the use of a case study.

Register Now!

Date & Time:

Location:

Fees:

Registration includes meals. Print and electronic materials are also included. Electronic materials will be shared via email after the completion of the event.

Cancellation Policy:

Cancellations must be submitted to NATP by October 10, 2025, and are subject to a $25 fee.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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