The Experienced Tax Professional Workshop
The Experienced Tax Professional Workshop- 8 CPE Credits
- Course Level: Intermediate/Advanced
- Prerequisite: Basic knowledge of individual, estate & gift, and business taxation.
If you are attending the IRS Tax Forums in Las Vegas or Orlando this August, plan to come a day earlier to attend the first-ever NATP Experienced Tax Professional Workshop. This must-attend workshop focuses on your needs as an experienced tax professional. The full-day session will cover like-kind exchanges, estates and trusts, partnerships and S corporation stock basis, and even AMT. Objectives Upon completion of this seminar, you will be able to: - Plan for the steps necessary to complete a like-kind exchange effectively.
- Determine if a trust tax return is required to be filed and by whom (trust or beneficiary).
- Identify the different types of trusts and how to prepare the return.
- Determine when to file an estate return and identify what is included in the estate.
- Complete a comprehensive example of how to handle excess distributions or disallow losses from a partnership or S corporation.
- Suggest ways to manage AMT and the proper application of the new AMT refund.
Workshop Schedule- Registration begins at 7:30 a.m.
- Workshop runs from 8:00 a.m. to 4:30 p.m.
FeesFees include morning and afternoon refreshments but do not include lunch. 10 Days or More Prior to Workshop - Member - $175.00
- Nonmember - $215.00
9 Days or Less Prior to Workshop - Member - $210.00
- Nonmember - $250.00
TextbookIf you cannot attend this course, you can purchase the corresponding textbook. Textbook information will be available soon. | 
