​​​​​​​​​​Indiana Chapter Education

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Indiana NATP Annual Conference

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Instructor Melinda Garvin will present the following education:

• Federal Tax Law Changes:
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  The latest clarifications and details on Individual and Business Tax Updates. Upon completion of this session, you will be able to identify any tax law provisions that were extended, analyze recently enacted legislation, develop tax saving strategies, and differentiate between various acts and their contents.
• Clergy Tax Issues:
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  With this course, you will understand the interaction of clergy earnings, housing allowance, and SE taxes and determine where to report clergy income, understand the withholding, FICA, and FUTA taxes concerning clergy income. Also, you will identify all of the types of deductions and where to report them in connection with clergy related returns.
• NIIT- Net Investment Income Tax:
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  In this session, three different cases will be looked at to determine if all or any are subject to the Net Investment Income Tax and how it is calculated. We will also determine what types of income are subject to the NIIT, examine what types of income not subject to NIIT, and evaluate how to calculate the NIIT.
• Ethics:
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  This session discusses ethics rules and important Circular 230 provisions that tax professionals need to know. We will look at ethics as it applies to a tax practice, identify the various penalties that can be assessed on a tax return preparer and how to avoid them, explain due diligence requirements for refundable credits, and the importance of new office policies and procedures.
• Entity Selection & Elections:
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  This session will help reinforce your knowledge of the advantages and disadvantages between S-Corps, Partnerships, LLC's, C Corporations, and Sole Proprietorships, along with Schedules E and F. At the end you will be able to identify differences between entity types, summarize the tax advantages and disadvantages, and ascertain potential recommendations of various entity elections.
• Shareholder Basis Case Studies:
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  This session will take shareholder basis from the formation of the S corporation through profits, losses, draws, shareholder changes, and shareholder terminations. You will be calculating shareholder's basis, how much of a pass-through loss is deductible, tax effects when distributions are received from an S corp, complete a shareholder's basis worksheet and reconstruct past year basis worksheets, and calculate the taxable portions.
• Indiana Department of Revenue Season Update:
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  State tax law updates. No continuing education credit offered.
  
• Pass through Entity Taxation:
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  This session examines the "pass through entity " election for the purpose of avoiding or minimizing the $10,000 SALT cap limitation. We will look at this election and how it works to lower tax bills.

Register Now!

Date & Time:

October 21-22, 2024

Attendee Check-In Both Days: 7:30 a.m. ET
Education on Oct. 21: 8:00 a.m. - 4:35 p.m.
Annual Meeting on Oct. 21: 8:00 a.m. - 8:30 a.m.
Education on Oct. 22: 8:00 a.m. - 4:20 p.m.

Location:

Ritz Charles
12156 North Meridian St
Carmel, IN 46032
317-846-9158
We have a room block at the Hyatt Place in Carmel (12045 Illinois St; 317-343-6400​). Mention Indiana NATP when booking your room to receive the special rate of $139/night.

Fees:

	Early	Standard
Member	$389	$419
Non-Member	$409	$439

Electronic materials are included with registration fees. Print materials are available for a $40 fee.
Registration includes meals.

Credits/Hours	Field of Study
2	Federal Tax Law Update
11	Federal Tax Law Topic
2	Ethics

​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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Selecting the Right Entity Classification for an LLC (Webinar)

​Post event discussion of NATP's webinar "Selecting the​ Right Entity Classification for an LLC." Moderated by Carey Davis with the Indiana Chapter.

Date & Time:

October 28, 2024
3:00 p.m. - 4:00 p.m. Eastern Time
Register Now!

Location/Materials:

Online - A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.

This will be a discussion. No materials will be provided.

Fees:

	Standard
Member	$0
Non-Member	$0

Cancellation Policy:

Cancellations must be submitted to NATP by October 27, 2024. 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.

 

Hours	Field of Study
0	Federal Tax Law Topic

No CPE is included.

 

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Previous Events

Indiana NATP Day Conference	Sept. 2024	Westfield
Indiana NATP Annual Conference	Nov. 2023	Carmel
IN 2022 Annual Conference	Nov. 2022	Carmel
IN 2021 Annual Conference	Oct. 2021	Carmel