​​​​​​​​​​​​​​​​​​​​Indiana Chapter Education

Indiana NATP Annual Conference

This event will host Melinda Garvin, EA and will offer the following education:

• Federal Tax Law Changes
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  This course provides an in depth examination of the new OBBBA tax bill. Upon completion of the session, you will be able to identify tax law provisions that were extended, be able to analyze recently enacted legislation and apply these new provisions. Also, this seminar will help you develop tax saving strategies for your clients.
• Depreciation Form 3115
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  This session will be an in depth look at Form 3115. We will look at examples when this form needs to be filed to address depreciation adjustments, calculating section 481 adjustments, and illustrating the completion of Form 3115 with actual examples.
• Toxic Concoction of Schedule C with EIC
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  This session is a look at Schedule C reporting that results sometimes in erroneously qualifying for the EIC. We will examine the ways that we, as tax preparers, can pass the important due diligence requirements that we need to fulfill.
• Closing an S Corp
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  This session will cover the steps needed to close a S Corp, the tax consequences, and correctly handling disposition of assets at closing. We will also examine the tax impact of shareholder liquidation, forms required, and completing the final 1120S.
• Ethics- Navigating Ethical Challenges
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  This course is designed to provide tax professionals a comprehensive understanding of ethical dilemmas that we face on a regular basis. We will review IRS Circular 230 and analyze practical case studies of ethical issues and resolutions that align with current professional standards.
• The Evolution of Rental Properties
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  In this course we will examine the difference of traditional long term rentals and the newer short term rental models and the relevant tax implications of each. We will also evaluate deductions, credits, depreciation, and improvements as they relate to each category. The course will review best practices relating to documentation and records, to advise clients on planning opportunities.
• Repair or Improvement?
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  This session will look in depth at the question of determining capital expenses from repair expense concerning rental property. We will examine the interaction of the TCJA, Section 179, and other depreciation issues. Identification of property types, understanding UOP, and various elections will be included.
• Mastering Form 7217
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  This advanced course focuses on proper use of IRS form 7217, Partner's Report of Property Distributed by a Partnership. We will look at the purpose and filing requirements of Form 7217 and when it is required. And how property distributions affect partner inside and outside basis. Preparing Form 7217 and required schedules are also examined.
• Audit Technique Guides
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  We will examine Audit Technique Guides that help IRS examiners and tax professionals alike who prepare returns. Discussions will look at industry specific accounting methods, business practices, terminology, and using this information to improve communication with your clients.
• Buying and Selling a Tax Practice
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  This session will provide a comprehensive overview of critical considerations in the selling or purchasing of an ongoing Tax Practice. The valuation process, due diligence, legal, regulatory, and ethical issues that are relevant to a transaction of this nature. A pathway to effectively navigate the process from start to finish will be examined..
• Indiana Department of Revenue Tax Update
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  This session will look at any updates and developments pertaining to the State of Indiana state tax codes. Presented by George Smith, EA.
• Client Interviews Done Right
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  We will be looking at best practices in communicating with your clients so that the Tax Professional can successfully complete a tax return for their clients. Effective interview worksheets will be looked at and ways to identify incomplete, inconsistent, or incorrect information. Best practices that are compliant with Circular 230 will be studied.

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