Summer of Tax Reform: Individuals and Trusts
August 2018
8:00 am - 5:00 pm
CPE: 8
Tax Reform changed the face of the tax world. This hands-on seminar looks at how tax reform impacts the 1040 as well as presenting an overview of Trusts. The session will cover the changes to Schedule A,
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the expanded Child Tax Credit, new Family Tax Credit, changes to 529 and the how the world turned upside down.
At the end of this session, attendees will be able to: • Recognize the new Standard Deductions and Tax Rates
• Distinguish between Qualified Child and Qualified Relative
• Calculate the 2018 federal state and local tax deduction
• Discuss the impact of items no longer deductible on the Schedule A
• Calculate the new Kiddie Tax
• Determine the expanded Child Tax Credit
• Understand the new Family Tax Credit
• Advise clients on the expanded uses of 529 funds,
including rollover to ABLE
• Understand why clients form Trust
• Recognize the different types of Trusts utilized by clients
• Determine when a Trust tax return is due
Locations:
Aug. 2, 2018
del Lago Resort & Casino
1133 State Route 414
Waterloo, NY 13165
Room Rate Code: NYNATP
Register Now!
Aug. 20, 2018
Hilton Garden Inn Melville
575 Round Swamp Rd
Plainview, NY 11803
Room Rate Code: NYNATP
Register Now!
Aug. 22, 2018
Adria Hotel & Conference Center
221-17 Northern Blvd
Bayside, NY 11361
Room Rate Code: NYNATP
Register Now!
Aug. 27, 2018
Hampton Inn Tarrytown
200 West Main St
Elmsford, NY 10523
Room Rate Code: NYNATP
Register Now!
Aug. 29, 2018
Courtyard Albany Airport
168 Wolf Road
Albany, NY 12205
Room Rate Code: NYNATP
Register Now!
Printable Registration Form
Fees and Cancellations:
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| Early | Standard | |
|---|
| Member | $225 | $250 | |
| Non-Member | $250 | $275 | |
| Guest Meal Ticket | $25 | | |
| Paper Materials | $20 | | |
Early rates end 8 days prior to the seminar start date.
Registration includes e-materials and meal.
Cancellation Policy:
Cancellations must be submitted to NATP 8 days prior to the seminar start date and are subject to a $25 fee.
| CPE Credits | Field of Study | | |
|---|
| 8 | Federal Tax Law Update | | |
| | | |
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.
Summer of Tax Reform: Tax Reform for Small Businesses
August 2018
8:00 am - 5:00 pm
CPE: 8
Tax Reform for Small Businesses Tax Reform radically changes how our small business clients will move forward. This session will review how Tax Reform will be implemented among our Schedule C filers as well as
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entity members and corporations.
At the end of this session, attendees will be able to:
• Recognize when the Small Business Deduction is available
• Calculate the Small Business Deduction
• Discuss the Small Business Accounting Method expansion
• Utilize Bonus Depreciation, Section 179
• Discuss the new Paid Family/Medical Leave credit
• Recognize the revised NOL provisions
• Discuss the previously available tax breaks no longer available
Locations:
Aug. 3, 2018
del Lago Resort & Casino
1133 State Route 414
Waterloo, NY 13165
Room Rate Code: NYNATP
Register Now!
Hilton Garden Inn Melville
575 Round Swamp Rd
Plainview, NY 11803
Room Rate Code: NYNATP
Register Now!
Aug. 23, 2018
Adria Hotel & Conference Center
221-17 Northern Blvd
Bayside, NY 11361
Room Rate Code: NYNATP
Register Now!
Aug. 28, 2018
Hampton Inn Tarrytown
200 West Main St
Elmsford, NY 10523
Room Rate Code: NYNATP
Register Now!
Aug. 30, 2018
Courtyard Albany Airport
168 Wolf Road
Albany, NY 12205
Room Rate Code: NYNATP
Register Now!
Printable Registration Form
Fees and Cancellations:
Read More
| Early | Standard | |
|---|
| Member | $225 | $250 | |
| Non-Member | $250 | $275 | |
| Guest Meal Ticket | $25 | | |
| Paper Materials | $20 | | |
Early rates end 8 days prior to the seminar start date.
Registration includes e-materials and meal.
Cancellation Policy:
Cancellations must be submitted to NATP 8 days prior to the seminar start date and are subject to a $25 fee.
| CPE Credits | Field of Study | | |
|---|
| 8 | Federal Tax Law Update | | |
| | | |
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.
