TAXPRO Symposium
Day 1: Capital Transactions- 4 CPE Credits
- Course Level: Intermediate
This course will examine specialized situations involving capital gains and losses. A brief overview of definitions, holding periods, and cost basis will be followed by an in-depth exploration of issues facing investors. Topics include the tax consequences of buying and selling investment companies, equity options, futures, and making short sales. The complex tax treatment of Small Business Stock, Incentive Stock Options, and the sale of depreciable property will be reduced to simple methodology while various tax minimization strategies will be presented. Objectives Upon completion of this workshop, you will be able to: - Define key terms related to capital transactions.
- Determine tax consequences of buying and selling investment companies, equity options, futures, and making short sales.
- Identify tax minimization strategies related to capital transactions.
- Apply methodologies to tax treatments of small business stock, incentive stock options, and sale of depreciable property.
Day 1: Death and Taxes- 4 CPE Credits
- Course Level: Intermediate
Find out what's due and when, whether it be the estate, gift, inheritance, generation skipping, and/or income tax. Learn which forms to use, how to account for income and expenses in respect of decedent, which elections are available to executors and trustees, and how to maximize allowable deductions. This class will provide a timeline and concise instructions to simplify filing of all requisite returns. Objectives Upon completion of this workshop, you will be able to: - Determine which forms to use and their appropriate due dates.
- Account for income and expenses in respect of a decedent.
- Maximize allowable deductions.
Day 2: Taxpayers in Financial Distress- 8 CPE Credits
- Course Level: Intermediate
Recession, Depression, Inflation, Stagflation... whatever the economy, many of your clients are in financial distress, which often leads to Bankruptcy, Foreclosures, Repossessions, and Cancellation of Debt. This all-day seminar will guide you through the tax implications of each of these hardships, and is a must-attend session for every tax pro. Remember to bring your pencils, as there will be hands-on case studies included. Objectives Upon completion of this workshop, you will be able to: - Identify tax consequence of Repossessions and Cancellation of Debt.
- Determine changes in tax attributes due to Bankruptcy.
- Calculate basis and gain due to Foreclosures.
- Comprehend the interaction of tax implications due to Bankruptcy, Foreclosure, Repossessions, and Cancelled Debt.
Day 3: The Essential 1040 Workshop- 8 CPE Credits
- Course Level: Update/Intermediate
- Prerequisite: Basic knowledge of individual tax.
For 23 years NATP has been providing the best individual tax update in the country to prepare professionals for the coming tax season. We promise to continue that tradition of excellence this year. The standard features of an update, new tax laws applicable to 2008, and recent developments are combined with ethics and select in-depth topics. Objectives Upon completion of this workshop, you will be able to: - Familiarize yourself with new provisions that impact the 2009 filing season.
- Provide your clients with planning considerations for the upcoming year.
Day 4: Beyond the 1040 Workshop- 8 CPE Credits
- Course Level: Intermediate
- Prerequisite: Basic knowledge of individual tax.
Take the extra step in getting ready for this year's filing season. This workshop will enhance your knowledge of tax preparation by examining timely topics that impact your clients and your business. Objectives Upon completion of this workshop, you will be able to: - Determine what a passive activity is and how to handle its losses.
- Complete Form 1045 and accompanying worksheet for a Net Operating Loss.
- Determine tax implications and planning for issues affecting your clients in a recession.
- Explain the tax treatment of settlement awards to your clients.
- Analyze the tax effects of flipping homes and determine the best planning methods for your clients.
TAXPRO Symposium Schedule- Registration begin at 7:30 a.m. each day
- Day 1 - 8:00 a.m. to 11:45 a.m. - Capital Transactions
- Day 1 - 12:45 p.m. to 4:30 p.m. - Death and Taxes
- Day 2 - 8:00 a.m. to 4:30 p.m. - Taxpayers in Financial Distress
- Day 3 - 8:00 a.m. to 4:30 p.m. - The Essential 1040 Workshop
- Day 4 - 8:00 a.m. to 4:30 p.m. - Beyond the 1040 Workshop
FeesFees include morning and afternoon refreshments. Lunch is included on Day 1 and Day 2. One Day of TAXPRO Symposium 10 Days or More Prior to Workshop - Member - $195
- Nonmember - $235
9 Days or Less Prior to Workshop - Member - $230
- Nonmember - $270
Both Days of TAXPRO Symposium 10 Days or More Prior to Workshop - Member - $370
- Nonmember - $450
9 Days or Less Prior to Workshop - Member - $405
- Nonmember - $485
One Day of 1040 Workshops 10 Days or More Prior to Workshop - Member - $175
- Nonmember - $215
9 Days or Less Prior to Workshop - Member - $210
- Nonmember - $250
Both Days of 1040 Workshops 10 Days or More Prior to Workshop - Member - $320
- Nonmember - $400
9 Days or Less Prior to Workshop - Member - $355
- Nonmember - $435
All Four Days 10 Days or More Prior to Workshop - Member - $690
- Nonmember - $850
9 Days or Less Prior to Workshop - Member - $725
- Nonmember - $885
TextbooksIf you cannot attend this course, you can purchase the corresponding textbook. Textbook information will be available soon. | 
