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 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 WebinarCybersecurity, Data Protection and Scams On Demand Webinar<h3>Summary</h3> <p>This session was recorded at a recent NATP live event. </p> <p>This topic is very relevant in today’s tax practice. The way we share tax information today is very different than just 10 years ago. Everyone has a client who has gotten a call from the "IRS.” You may have gotten one yourself. Scammers are sending very realistic "IRS” letters to taxpayers. The threats are becoming more sophisticated daily. Think of the damage that can be done gathering multiple taxpayers’ data from one source, the tax professional. You may have already experienced a breach and not even be aware of it. Frightening? This webinar addresses scams, threats, prevention, data security requirements and steps to take in the aftermath of a breach. The smaller your firm is, the more imperative it is to attend.</p><iframe src="https://fast.wistia.net/embed/iframe/17c54edwdl" title="Scams 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 current tax scams.</li> <li>Be aware of IRS requirements for tax practice data security.</li> <li>Understand how to verify preparer/firm data.</li> <li>Become aware of possible threats to your firm.</li> <li>Assist clients who have been compromised.</li> <li>Format a response plan.</p> </ul> <h3>Course Details</h3> <p>This course includes presentation slides and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.</p> 2019-09-14T04:00:00Z2020-12-31T05:00:00ZNone2019-09-24T05:00:00Z0N/ABPEODW1904Basic2Federal Tax Law Topic2019-10-28T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
On-Demand WebinarDepreciation Basics On-Demand Webinar<h3>Summary</h3> <p>Depreciation can be a difficult concept to fully understand, especially when completing 2018 returns. It comes into play when completing returns for clients who own property such as commercial or business real estate. This webinar will teach you the basic concepts of depreciation, including asset class life, different conventions, methods and types of additional depreciation options.</p> <iframe src="https://fast.wistia.net/embed/iframe/x3mgu2i6fg" title="Class Lives 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>Outline the basic concepts of depreciation.</li> <li>Identify the different class lives of assets.</li> <li>Identify the different methods of depreciation.</li> <li>Identify the different conventions of depreciation.</li> <li>Apply the correct method and convention for an asset.</li> <li>Correctly calculate depreciation for a variety of assets.</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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00Z0N/AODW1917Basic2Federal Tax Law Topic2019-07-02T04:00:00ZQAS 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 webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Implications of Divorce On-Demand Webinar<h3>Summary</h3> <p>You may discover that your clients going through a divorce need a little extra attention when it comes time to prepare their tax return. Besides trying to determine whether payment is alimony or child support, you’ll need to know which taxpayer can claim an exemption for a child. You’ll also need to know if they still qualify for a Section 121 exclusion should one spouse move out. This webinar will address the issues your clients may face after a divorce has been finalized.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing status for divorced clients with and without dependent children.</li> <li>Identify which parent is the custodial parent.</li> <li>Summarize tax credits and benefits available to noncustodial and custodial parents.</li> <li>Describe tax treatment of property settlements of divorced clients.</li> <li>Determine if a payment is considered alimony.</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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00Z0N/AODW1926Basic2Federal Tax Law Topic2019-10-02T05:00:00ZQAS 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 webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Planning For Those With Special Needs On-Demand Webinar<h3>Summary</h3> <p>Families with members who have special needs present unique situations during tax planning. In this webinar, you’ll learn about the various options available to your clients such as utilizing ABLE accounts and qualified disability trusts to provide for the future needs of their family members.</p> <iframe src="https://fast.wistia.net/embed/iframe/mu2mpmldnu" title="ABLE Accounts 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>Outline the taxability of ABLE accounts.</li> <li>Outline the taxablility of legal settlements.</li> <li>Outline the requirements of a qualified disability trust.</li> <li>Assess the reporting required for ABLE accounts.</li> <li>Analyze a Form 1041 for a qualified disability trust.</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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00Z0N/AODW1920Intermediate1Federal Tax Law Topic2019-08-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Treatment of Installment Sales Webinar<h3>Summary</h3> <p>An installment sale is an arrangement in which the seller allows the buyer to make payments over an extended period of time. Using this method, the seller may report the gain across several tax years, which has tax consequences. This webinar will review the requirements for a permitted installment method, its tax implications and reporting process.</p><iframe src="https://fast.wistia.net/embed/iframe/gjt0rpt0mv" title="Installment Sale Vocabulary 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>Describe the requirements for an installment sale.</li> <li>Evaluate the effect of an installment sale.</li> <li>Correctly report an installment sale.</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/AODW1934Basic2Federal Tax Law Topic2019-12-18T06:00:00ZQAS 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 webinar20192021-01-01T05:00:00Z

eweb keepalive image