Jaye E. Tritz, EA, CFP®

 
 
 

Bio

Jaye Tritz holds a B.A. degree from Northwestern University, and is currently a multi-unit franchise owner with H&R Block in the southeast Wisconsin area. She has been preparing taxes since 1992, having earned her enrolled agent (EA) designation in 1997. She became an NTPI Fellow in 2010. Jaye is also a Certified Financial Planner (CFP®) and is registered with the NASD, holding Series 6, 7, and 63 securities licenses. Jaye's practice provides tax preparation, representation, business services, and financial planning for approximately 3,700 clients. Jaye has been a career-long member of NATP.

 Instructor's Courses

 

 

On-Demand WebinarAdvanced Partnerships On-Demand Webinar<h3>Summary</h3> <p> This is the final part of a three-part webinar about the taxation of partnerships. In this third session, we will review how to proceed with basis adjustments of a partner's interest in the partnership, alternative minimum tax (AMT) preferences in a partnership and how the IRS and tax law defines a publicly traded partnership. By the end of the webinar, you'll have a better understanding of forms Schedule L, and Schedules M-1 and M-2. Schedule L (a balance sheet) is used to provide additional information on certain financial transactions or arrangements between an organization and a disqualified person or other interested person. Schedules M-1 and M-2 are used to report a more accurate picture of income and capital accounts. The webinar will conclude with an activity where you must successfully complete a complex partnership return.</p> <iframe src="https://fast.wistia.net/embed/iframe/v98rw03hak" 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>Calculate inside and outside partnership basis.</li> <li>Analyze the effects of contributions and distributions from partnerships.</li> <li>Identify the effect of AMT preferences.</li> <li>Summarize the income and expenses of publicly traded partnerships.</li> <li>Correctly complete Schedules L, M-1 and M-2.</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>2018-07-31T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1819Advanced2Federal Tax Law Topic2018-08-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of basic and intermediate partnership tax lawJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarBasic Partnerships On-Demand Webinar<h3>Summary</h3> <p> This is the first of a three-part webinar about the taxation of partnerships. In this beginning session we will review how to best-determine and select your entity type, the basic taxation rules of partnerships and partners, and income and expenses of partnerships (including depreciation). We'll finish the webinar by showing you how to complete a simple Form 1065, which is used by partnerships to provide information applicable to entities, individuals and estates that own an interest of 50 percent or more in the profit, loss or capital of the partnership.</p> <iframe src="https://fast.wistia.net/embed/iframe/ryawecc3lf" 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 the types of entities that file Form 1065, <i>U.S. Return of Partnership Income</i>.</li> <li>Describe the taxation of partnership.</li> <li>Correctly report income of a partnership.</li> <li>Correctly report expenses of a partnership.</li> <li>Correctly calculate depreciation of assets used in a partnership.</li> <li>Complete a simple Form 1065, <i>U.S. Return of Partnership Income</i>.</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>2018-05-01T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1808Basic2Federal Tax Law Topic2018-05-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarIntermediate Partnerships On-Demand Webinar<h3>Summary</h3> <p>This is the second of a three-part webinar about the taxation of business partnerships. In this session, we will review the two types of tax bases concerning partnerships (inside and outside), the treatment of contributions and distributions such as property or cash, as well as the treatment of vehicles used in the partnership, whether it was used for business or personal journeys. You'll end the webinar by completing a more complex partnership return that will confirm you know how to report gains, losses, deductions, etc., from the operation of a partnership.</p> <iframe src="https://fast.wistia.net/embed/iframe/2wd6dty0oi" 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 calculate inside basis.</li> <li>Correctly calculate outside basis.</li> <li>Analyze effects of contributions to partnerships.</li> <li>Analyze effects of distributions from partnerships.</li> <li>Analyze the treatment of vehicle expenses.</li> <li>Correctly complete an intermediate Form 1065, <i>U.S. Return of Partnership Income</i>.</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>2018-06-12T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1813Intermediate2Federal Tax Law Topic2018-06-12T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarYear-End Information Reporting - 2018 Filing Season<h3>Summary</h3> <p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA, and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what information documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p> <p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns, and whether or not the forms can be paper filed or must be e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect information documents.Analyze and summarize any new tax laws and provide some tax tips to your clients.</li> <li>Identify due dates for information documents.Comply with expanded due diligence requirements for the child tax credit and American opportunity tax credit.</li> <li>Calculate penalties for late or missed filing of information documents.</li> <li>Correctly file information forms.</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/AODW1802Basic2Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarYear-End Information Reporting - 2019 Filing Season On-Demand Webinar<h3>Summary</h3> <p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p> <p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns and whether or not the forms can be paper-filed or must be e-filed.</p> <iframe src="https://fast.wistia.net/embed/iframe/hv5ekqmybe" 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 documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect documents.</li> <li>Identify due dates for documents.</li> <li>Calculate penalties for late or missed filing of documents.</li> <li>Correctly file information forms.</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>2018-12-13T05:00:00Z2019-12-31T05:00:00ZNone2018-12-12T05:00:00Z0N/AODW1843Basic2Federal Tax Law Topic2018-12-13T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye E. Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z

 
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