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/huyhc0jczi" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="1280" height="720"></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 Study$58 for members and $70 for nonmembers2Federal 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
WebinarAdvanced Partnerships 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> <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>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1836Advanced2Federal Tax Law Topic2018-07-31T04:00:00Z2018-08-02T04:00:00Z2018-08-16T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal 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, CRTPlive webinar20182018-07-31T17:00:00Z2018-08-02T13:00:00Z2018-08-16T04:00:00Z
1040 WorkshopAppleton, WI - Dec. 3-4, 20182018-05-31T04:00:00Z2018-12-31T05:00:00Z2018-05-31T04:00:00Z2018-05-31T04:00:00Z2018-05-31T04:00:00ZDecember 3December 4F181052018-05-31T04:00:00Z2018-05-31T04:00:00Z2018-05-31T04:00:00Z3517 N McCarthy RdAppletonNational Association of Tax Professionals Headquarters800-558-3402WIhttps://www.mapquest.com/search/results?query=3517%20N.%20McCarthy%20Rd.,%20Appleton%20WI&boundingBox=46.86019101567027,-96.8115234375,32.676372772089834,-65.2587890625&page=054913Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxWI104020182018-12-03T13:00:00Z2018-12-04T13:00:00Z2018-12-03T13:00:00Z
AFTRAtlantic City, NJ - Sept. 19, 20182018-04-13T04:00:00Z2018-12-31T05:00:00Z2018-04-01T04:00:00ZSeptember 19NA18012018-09-19T04:00:00Z777 Harrah's BoulevardAtlantic CityHarrah's Atlantic City609-441-5000NJhttps://book.passkey.com/gt/216251592?gtid=ee72604a5e1bcd93cdfc67be8f120f1308401Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxNJAFTR20182018-09-14T21:00:00Z
1040 WorkshopAustin, TX - Nov. 28-29, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 28November 29F180972018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z3401 South IH-35AustinWyndham Garden Hotel Austin512-448-2444TXhttps://www.wyndhamhotels.com/groups/gn/natp-1040-workshop-201878741Jaye Tritz, EA, CFP®https://www.wyndhamhotels.com/groups/gn/natp-1040-workshop-2018TX104020182018-11-28T13:00:00Z2018-11-29T13:00:00Z2018-11-28T13:00:00Z
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="<a href="https://fast.wistia.net/embed/iframe/ryawecc3lf">https://fast.wistia.net/embed/iframe/ryawecc3lf</a>" 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="<a href="https://fast.wistia.net/assets/external/E-v1.js">https://fast.wistia.net/assets/external/E-v1.js</a>" 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 Study$58 for members and $70 for nonmembers2Federal 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
Online WorkshopBeyond the 1040® Online Workshop<h3>Summary</h3> <p>This course explores a variety of unique tax situations including specialty occupations and working abroad. We review the proper tax reporting requirements for occupations such as clergy, truckers, marijuana farmers, gamblers, barbers and beauticians, home flippers, Airbnb operators, and beyond.</p> <p>This course covers the two side sides of a coin—first, the contributing to and withdrawing from retirement accounts, the differences between traders and investors, and employee stock benefit reporting for items such as restricted stock units and incentive stock options. The second part covers foreclosures and abandonments, debt cancellations, and how to properly report Forms 1099-A, Acquisition or Abandonment of Secured Property, and 1099-C, Cancellation of Debt.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify and summarize the reporting requirements for the various components of a consolidated 1099-B.</li> <li>Distinguish between covered and noncovered securities.</li> <li>Recognize the difference between various retirement plans.</li> <li>Determine how much and when to make contributions to and distributions from retirement plans. </li> <li>Distinguish the difference traders and investors.</li> <li>Summarize how to report the sale various types of employee stock benefits.</li> <li>Determine the proper tax reporting of Form 1099-A and 1099-C.</li> <li>Distinguish between recourse and nonrecourse debt.</li> </ul> <h3>Course Details</h3> <p>This course includes: <ul> <li>E-book</li> <li>Online workshop recording</li> </ul>2018-05-29T04:00:00Z2018-12-31T05:00:00ZNone2018-05-29T04:00:00Z2018-05-29T04:00:00Z2018-05-29T04:00:00Z8N/AOW1810BIntermediate8Federal Tax Law Topic2018-12-04T05:00:00Z2018-12-04T05:00:00Z2018-05-29T04:00:00ZGroup Internet Based$219 for members and $261 for nonmembers8Federal Tax Law Topic88TaxesBasic knowledge of individual taxationJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic8 CPE for AFSP, CFP®, CPA, CRTP, EAonline workshop20182018-12-04T13:00:00Z2018-12-03T13:00:00Z2019-12-31T05:00:00Z
1040 WorkshopElmsford, NY - Nov. 9-10, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 9November 10F180552018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z200 W. Main StreetElmsfordHampton Inn White Plains/Tarrytown914-592-5680NYhttp://hamptoninn3.hilton.com/en/hotels/new-york/hampton-inn-white-plains-tarrytown-ELMNYHX/index.html10523Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxNY104020182018-11-09T13:00:00Z2018-11-10T13:00:00Z2018-11-09T13:00:00Z
1040 WorkshopFort Worth, TX - Nov. 26-27, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 26November 27F180812018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z600 Commerce StreetFort WorthEmbassy Suites Fort Worth Downtown817-332-6900TXhttp://embassysuites3.hilton.com/en/hotels/texas/embassy-suites-by-hilton-fort-worth-downtown-FTWESES/index.html76102Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxTX104020182018-11-26T13:00:00Z2018-11-27T13:00:00Z2018-11-26T13:00:00Z
1040 WorkshopHauppauge, NY - Nov. 7-8, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 7November 8F180512018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z110 Vanderbilt Motor ParkwayHauppaugeRadisson Hotel Hauppauge - Long Island631-231-1100NYhttps://www.radisson.com/hauppauge-hotel-ny-11788/usahpny?s_cid=os.amer-us-rad-USAHPNY-bp11788Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxNY104020182018-11-07T13:00:00Z2018-11-08T13:00:00Z2018-11-07T13:00:00Z
1040 WorkshopHouston, TX - Nov. 30-Dec. 1, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 30December 1F180992018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z18700 John F Kennedy Blvd.HoustonHouston Airport Marriott at George Bush Airport281-443-2310TXhttps://www.marriott.com/meeting-event-hotels/group-corporate-travel/groupCorp.mi?resLinkData=NATP%201040%20Workshop%5EIAHAP%60nwcnwca%60129.00%60USD%60false%602%6011/29/18%6012/1/18%6011/8/18&app=resvlink&stop_mobi=yes77032Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxTX104020182018-11-30T13:00:00Z2018-12-01T13:00:00Z2018-11-30T13:00:00Z
AFTRIndianapolis, IN - Oct. 16, 20182018-04-13T04:00:00Z2018-12-31T05:00:00Z2018-04-01T04:00:00ZOctober 16NA18032018-10-16T04:00:00Z123 West Louisiana St.IndianapolisCrowne Plaza Indianapolis Downtown Union Station844-211-0838INhttps://www.ihg.com/crowneplaza/hotels/us/en/indianapolis/inddt/hoteldetail?qAdlt=1&qBrs=6c.hi.ex.rs.ic.cp.in.sb.cw.cv.ul.vn.ki.sp.nd.ct&qChld=0&qFRA=1&qGRM=0&qGrpCd=NMW&qIta=99801505&qPSt=0&qRRSrt=rt&qRef=df&qRms=1&qRpn=1&qRpp=20&qSHp=1&qSmP=3&qSrt=sBR&qWch=0&srb_u=1&icdv=9980150546225Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxINAFTR20182018-10-12T21:00:00Z
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="<a href="https://fast.wistia.net/embed/iframe/2wd6dty0oi">https://fast.wistia.net/embed/iframe/2wd6dty0oi</a>" 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="<a href="https://fast.wistia.net/assets/external/E-v1.js">https://fast.wistia.net/assets/external/E-v1.js</a>" 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 Study$58 for members and $70 for nonmembers2Federal 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 WebinarLife Cycle of a Trust<h3>Summary</h3> <p>Many of your clients have trusts and, as your clients age, their estate planning documents will become more complicated. Though you may have previously taken courses on the income taxation of trusts and estates, in this course, we’ll focus on a common estate planning tool—a revocable trust with marital deduction planning. The first part of the webinar focuses on the trust during the taxpayer’s lifetime (a living trust). The second part will walk you through the taxation and reporting requirements for a marital deduction trust (an A/B trust).</p> <p>While Subchapter J governs the taxation for trusts and estates, the application of it differs depending on the type of trust. In this presentation, you’ll learn the primary vehicles for basic estate planning using trusts, how you report income for basic trusts, how maritial deduction planning works at the first death and much more. </p> <iframe src="https://fast.wistia.net/embed/iframe/zmbtsvhnvb" 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 trusts.</li> <li>Describe and recognize a living trust.</li> <li>Describe and recognize an A/B trust.</li> <li>Outline the life cycle of a living trust during the lifetime of the grantor.</li> <li>Identify the filing elections for a living trust.</li> <li>Identify the changes in treatment of a living trust at the death of the grantor.</li> <li>Outline the life cycle of an A/B trust.</li> <li>Describe the requirements for each part of an A/B trust.</li> <li>Correctly describe the filing requirements for an A/B trust.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.</p>2017-08-15T04:00:00Z2018-12-31T05:00:00ZNone2017-08-15T04:00:00Z0N/AODW1714Intermediate2Federal Tax Law Topic2017-08-15T04:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
1040 WorkshopNew York, NY - Nov. 5-6, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 5November 6F180442018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z440 W. 57th StreetNew YorkThe Watson Hotel212-581-8100NYhttps://thewatsonhotelny.com/10019Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxNY104020182018-11-05T13:00:00Z2018-11-06T13:00:00Z2018-11-05T13:00:00Z
Online WorkshopThe Essential 1040® Online Workshop<h3>Summary</h3> <p>Understanding the yearly changes to the Form 1040 is essential to your success as a tax professional, which is why we’ve dedicated an entire course to learning the updates. This course will cover standard features of inflation-indexed updates you’ll need to understand to prepare your clients’ 2018 returns. It will also cover new head of household paid preparer due diligence, updated tax forms and schedules, the qualified business income (QBI) deduction and modifications to the net operating loss (NOL) rules. Finally, since 2018 was a big year for tax reform, you’ll learn all about the Tax Cuts and Jobs Act the impact on preparing your clients’ 2018 returns.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Analyze new tax laws and provide some tax tips to clients.</li> <li>Analyze new developments and provide some tax tips to clients.</li> <li>Apply the latest court and IRS rulings to taxpayers’ current situations.</li> <li>Apply inflation-adjusted amounts to 2018 individual tax returns.</li> <li>Identify expired tax provisions.</li> </ul> <h3>Course Details</h3> <p>This course includes: <ul> <li>2 CPE for AFSP, CPA, CRTP, EA on-demand Ethics webinar (ready in September!)</li> <li>E-book</li> <li>Online workshop recording</li> <li>Quick reference desk card</li> <li>Multi-page tax law quick reference guide with flowcharts</li> </ul>2018-05-29T04:00:00Z2018-12-31T05:00:00ZNone2018-05-29T04:00:00Z2018-05-29T04:00:00Z2018-05-29T04:00:00Z8N/AOW1810AUpdate8Federal Tax Law Update2018-12-03T05:00:00Z2018-12-03T05:00:00Z2018-05-29T04:00:00ZGroup Internet Based$219 for members and $261 for nonmembers8Federal Tax Law Update88TaxesBasic knowledge of preparing Form 1040Jaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Update8 CPE for AFSP, CFP®, CPA, CRTP, EAonline workshop20182018-12-03T13:00:00Z2018-12-03T13:00:00Z2019-12-31T05:00:00Z
On-Demand WebinarUnlock the Mystery of Completing Form 8824, Like-Kind Exchanges<h3>Summary</h3> <p>If you have clients with a business that includes vehicles, it is likely that they have been a party to a like-kind exchange. In this webinar, you will learn the rules for like-kind exchanges and how to complete Form 8824, <i>Like-Kind Exchanges (and section 1043 conflict-of-interest sales)</i>.</p> <p>Like-kind exchanges are business transactions where a client exchanges property for similar property. When dealing with business clients who are or have been a party to a like-kind exchange, it’s important for you to understand how business assets are treated in the exchange and how to properly report it. This webinar reviews the basic like-kind exchange rules for business assets such as vehicles and both residential and nonresidential rentals. You’ll also be walked through how to complete Form 8824. </p> <iframe src="https://fast.wistia.net/embed/iframe/krm4gwnboc" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="480"></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 of a like-kind exchange to a client at the tax desk.</li> <li>Outline the treatment of vehicles in a business like-kind exchange.</li> <li>Distinguish the treatment of residential and nonresidential rentals in a business like-kind exchange.</li> <li>Calculate realized gain from like-kind exchanges.</li> <li>Calculate basis in property acquired in a like-kind exchange.</li> <li>Correctly complete Form 8824, <i>Like-Kind Exchanges (and section 1043 conflict-of-interest sales)</i>.</li>&nbsp; </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.</p>2017-07-02T04:00:00Z2017-12-31T05:00:00ZNone2017-07-02T04:00:00Z0N/AODW1709Basic2Federal Tax Law Topic2017-07-02T04:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
On-Demand WebinarYear-End Information Reporting<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> <iframe src="<a href="https://fast.wistia.net/embed/iframe/oo92zamyej">https://fast.wistia.net/embed/iframe/oo92zamyej</a>" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="720" height="403"></iframe> <script src="<a href="https://fast.wistia.net/assets/external/E-v1.js">https://fast.wistia.net/assets/external/E-v1.js</a>" async></script> <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>2017-12-21T05:00:00Z2018-12-31T05:00:00ZNone2018-01-30T05:00:00Z0N/AODW1802Basic2Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal 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
WebinarYear-End Information Reporting 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> <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>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1865Basic2Federal Tax Law Topic2018-12-11T05:00:00Z2018-12-13T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneJaye E. Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-12-11T18:00:00Z2018-12-13T14:00:00Z

 
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