Cheryl Morse, EA

 
 
 

Bio

Cheryl Morse has been a tax practitioner since 1982 and an enrolled agent since 1996. She is a manager for Emerging Business Partners, Inc., which prepares over 1500 tax returns in three offices. Cheryl graduated Magna Cum Laude with a B.S. degree in accounting from Bentley College in Waltham, MA. In addition to speaking for NATP, she works on taxpayer education through various community outreach speaking engagements. She currently represents the Northeast Region as Area 1 Chair of the Taxpayer Advocacy Panel, is a contributor to the development of the IRS EA Examination, and a contributing writer to Forbes.

 Instructor's Courses

 

 

On-Demand Webinar529 Plans and the Education Credits On-Demand Webinar<h3>Summary</h3> <p>Qualified tuition plans (QTP) or 529 plans are a great way to save tax-free for college education. But what happens once the kids go off to college and the tuition payments and 529 plan distributions begin? This webinar reviews what tax documents you'll need from your clients (and to whom they will be delivered) before and after 529 plan distributions are made, as well as how these distributions should be reported. We'll also review whether or not your client is eligible for the American Opportunity Tax Credit (AOTC) and/or the Lifetime Learning Credit (LLC), and how these tax credits and deductions may affect a 529 plan distribution.</p> <iframe src="https://fast.wistia.net/embed/iframe/9ojq6hskud" 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 requirements for a Section 529 plan.</li> <li>Calculate the American Opportunity Tax Credit (AOTC).</li> <li>Calculate the Lifetime Learning Credit (LLC).</li> <li>Complete Form 8867 due diligence.</li> <li>Identify qualified education expenses for each type of education benefit.</li> <li>Reporting Form 1099-Q</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>2018-08-28T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1821Basic2Federal Tax Law Topic2018-09-17T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarAre You Ready for Tax Season? On-Demand Webinar<h3> Summary</h3><p>2018 was a doozy for tax law change, which makes your job as a tax professional preparing returns in 2019 even more critical. Let us help you figure out how to apply those changes to returns in the new year. This webinar examines key tax law changes from the <i>Tax Cuts and Jobs Act</i> and the <i>Bipartisan Budget Act of 2018</i> that are essential to preparing income returns for 2018, including the new QBI deduction and due diligence requirements. Any tax professional looking to practice in 2019 will benefit from this webinar and getting up to speed so you can properly advise clients.</p> <iframe src="https://fast.wistia.net/embed/iframe/g9a5wq47yd" title="Employee Business Expenses Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="352"></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>Summarize key new tax law changes from the <i>Tax Cuts and Jobs Act</i>.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze any new tax laws and provide tax tips to clients.</li> <li>Identify opportunities to plan for 2019 taxes.</li> <li>Apply due diligence 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>2018-12-14T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z0N/AODW1902Update2Federal Tax Law Update2019-01-24T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
On-Demand WebinarMake the Client Interview Count<h3>Summary</h3> <p>Every tax season, you meet with clients to gather up their data to prepare their tax returns. Something you should be doing during these meetings is providing clients with valuable tax advice. After all, this is what keeps them coming back year after year.</p> <p>Register today for our Make the Client Interview Count webinar, which discusses simple pieces of guidance that will be very helpful, useful, and impactful to your clients as you meet with them this tax season. Remember—client interviews are your chance to shine, so make them count!</p> <iframe src="https://fast.wistia.net/embed/iframe/j4ciob2uxf" 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 opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Correctly analyze the effects of contributing to an IRA.</li> <li>Correctly analyze the effects of contributing to an HSA.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Advise clients about steps that they can take throughout the year to minimize their taxes.</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>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2018-01-30T05:00:00Z0N/AODW1803Basic1Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarMilitary Taxpayers On-Demand Webinar<h3>Summary</h3> <p>There are special provisions and laws a tax professional must be aware of when you have a client who is a member of the U.S. military. For example, income may be excludable for tax purposes and your client may be entitled to special deductions you are unaware of. This webinar will provide you with all of the tools and knowledge you need to prepare your military clients' (and their spouse's) returns accurately, including benefits for disabled veterans, current military personnel and former military personnel.</p><iframe src="https://fast.wistia.net/embed/iframe/qxzth1ferm" 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 military income.</li> <li>Identify deductions available to military taxpayers.</li> <li>Evaluate the domicile options for military taxpayers.</li> <li>Identify extensions of deadlines available to military 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>2018-11-06T05:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1830Basic2Federal Tax Law Topic2018-11-06T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z

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