Betty Stehman, CPA, CIA, CSA

 
 
 

Bio

Betty Stehman has over 30 years as an experienced accountant and tax professional. Ten of these years were in the corporate environment serving as an internal auditor in a mega bank, and a Fortune 500 company. Betty began her tax practice in 1989 which has grown to prepare approximately 300 returns per year with a concentration on small businesses in many industries. Her practice also does audit representation and collection representation as well as part-time CFO work for her clients. She received her Certified Internal Auditor designation in 1984 and her CPA designation in 1994. She is a nine-time recipient of the Maryland Society of Accountants Fellows Award for exceeding 60 hours of continuing education in each of the nine years the award was earned. She has been featured on both Fox News and on the CBS Affiliate in Washington DC. She also serves as an instructor at a local community college. She received her BA in Accounting from Minnesota State University, Winona.

 Instructor's Courses

 

 

On-Demand WebinarForeign Tax Credit and Exclusion for U.S. Expats On-Demand Webinar<h3>Summary</h3> <p>As taxpayers increasingly live and work abroad, there is more opportunity for double taxation as U.S. taxpayers are taxed on their worldwide income. There are tax advantages available to mitigate this risk, which we will review in this webinar. You’ll learn to properly and accurately complete Form 2555, <i>Foreign Earned Income</i>, to exclude foreign earned income and Form 1116, <i>Foreign Tax Credit</i>, to calculate the foreign tax credit.</p><iframe src="https://fast.wistia.net/embed/iframe/nmhhn6zdpq" title="Bona Fide Residence Test Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize if a taxpayer qualifies for the foreign earned income exclusion and the foreign housing deduction or exclusion.</li> <li>Recognize if a taxpayer qualifies for the foreign tax credit or deduction. </li> <li>Identify social security issues and self-employment issues related to working abroad.</li> <li>Analyze Form 2555 to determine the appropriate foreign income exclusion for the taxpayer.</li> <li>Evaluate Form 1116 to determine the appropriate foreign tax credit for the taxpayer.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1927Intermediate2Federal Tax Law Topic2019-10-16T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarNonresidency to Residency Filing Quirks On-Demand Webinar<h3>Summary</h3> <p>As the U.S. gains more and more residents who are required to file taxes, there are more and more regulations on tax filing statuses because U.S. residents, citizens, and nationals are subject to tax on their worldwide income. The big question is, however, when an individual from another country comes to work in the U.S. under a visa, or simply moves to the U.S., are they are considered a citizen, resident, nonresident, or dual-status, and what are their tax filing obligations? This webinar reviews the process of determining what an individual's filing status is and what tax forms they need to file. Additionally, you'll learn other filing options to consider for when a U.S. taxpayer is married to a nonresident living either in the U.S. or abroad.</p> <iframe src="https://fast.wistia.net/embed/iframe/e3zjwq8xxs" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the substantial presence test and green card test.</li> <li>Identify filing requirements for dual-status filers.</li> <li>Describe the difference between Form 1040 and 1040NR.</li> <li>Identify the treatment of nonresident spouses.</li> <li>Describe the types of visas and their effect on filing requirements.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-09-05T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1822Intermediate2Federal Tax Law Topic2018-09-28T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarReal Estate Professional Tax Rules On-Demand Webinar<h3>Summary</h3> <p>Real estate investment is becoming a popular pastime for some taxpayers, which means tax professionals will be required to learn more about passive activity loss limitations for rental property income. This webinar will teach you how to determine if your client can be classified as a real estate professional and the related implications of the classification.</p> <iframe src="https://fast.wistia.net/embed/iframe/45b9owaa4p" title="Passive Losses Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Apply passive activity loss limitations for rental property.</li> <li>Identify the qualifications of a real estate professional.</li> <li>Outline the requirements for material participation.</li> <li>Outline how to group activities and potential pitfalls to the election.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1916Intermediate2Federal Tax Law Topic2019-06-27T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarReporting 1099-Cs for Business & Personal Returns On-Demand Webinar<h3>Summary</h3> <p>Your client hands you a 1099-C, Cancellation of Debt (COD)... now what? Is it taxable, is it non-taxable? Is it even reportable? To determine these and other tax consequences, tax preparers need to assess a variety of issues beginning with the taxpayer’s solvency. Next, the tax preparer will need to determine whether the COD is personal or business and whether the debt is recourse or nonrecourse. This webinar addresses what you as a tax professional need to know to determine the proper tax reporting for cancelled debt, for individuals, partnerships and partners, S corporations and shareholders, and C corporations and shareholders.</p> <iframe src="https://fast.wistia.net/embed/iframe/asxuxd3a0h" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify cancellation of debt income for individual taxpayers.</li> <li>Identify cancellation of debt income for business taxpayers.</li> <li>Correctly report cancellation of debt.</li> <li>Correctly calculate cancellation of debt income.</li> <li>Complete tax returns for businesses and individuals with cancellation of debt income.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-10-16T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1828Basic2Federal Tax Law Topic2018-10-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTaxes for Athletes, Entertainers and Other Multi-State Clients On-Demand Webinar<h3>Summary</h3> <p>Athletes, musicians and performers are just a few examples of clients you may have who receive income from several states. This also requires knowing the different nuances of preparing returns for clients with income from several states. Another common factor among these types of clients is they own intellectual property, which requires knowledge of another set of tax laws and regulations. Completing tax returns for these types of clients can be time consuming, but after this webinar, you will know how to prepare their federal returns with ease.</p> <iframe src="https://fast.wistia.net/embed/iframe/az4oi7x8hx" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Correctly report income from multiple states.</li> <li>Identify pitfalls related to worldwide income.</li> <li>Correctly report royalty income.</li> <li>Correctly report income from patents.</li> <li>Correctly report expenses for creative taxpayers.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-05-08T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1809Basic2Federal Tax Law Topic2018-05-08T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z

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