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 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
On-Demand WebinarRetirement Plans<h3>Summary</h3> <p>There are numerous options available to save for retirement and each has its own tax implications. Options include those offering current tax savings and others where retirees do not see a tax benefit until they start drawing funds out of the plan. In addition, some plans require the employer to match contributions and others do not. Learn about the different retirement plans available for small businesses and the tax reporting of each.</p> <iframe src="//fast.wistia.net/embed/iframe/posdastmts" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="180"></iframe> <script src="//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 features of SEPs, SIMPLE IRAs and 401(k) plans.</li> <li>Calculate the maximum contribution for various types of retirement plans.</li> <li>Compute the deduction for various types of retirement plan contributions.</li> <li>Identify the employer’s responsibility for maintaining and funding retirement plans.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-11-30T05:00:00Z2017-12-31T05:00:00ZNone2016-11-30T05:00:00Z0N/AODW1622Basic2Federal Tax Law Topic2016-11-30T05:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFPhttp://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarTrusts Part I: Identify Different Types of Trusts<h3>Summary</h3> <p>This webinar kicks off a four part series of webinars focusing on trusts. There are several different types of trusts and many different terms used interchangeably when naming trusts. Sometimes the name of a trust can be deceiving regarding the taxation of the income of the trust. The entire trust document is the key to determining how income of the trust will be taxed. Attend this first of four webinars to get a head start on adding trust preparation to your tax practice.</p> <iframe src="//fast.wistia.net/embed/iframe/aeppfpfb4z" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="135"></iframe> <script src="//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 different types of trusts.</li> <li>Determine the type of a trust from the trust document.</li> <li>Determine whether the trust is separate from the grantor.</li> <li>Determine the overall income tax consequences of the trust.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZNone2016-06-02T04:00:00Z0N/AODW1603Basic2Federal Tax Law Topic2016-06-02T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFPhttp://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarTrusts Part II: Fundamentals and Income<h3>Summary</h3> <p>This is the second webinar in a series of four focusing on trusts. The next three webinars walk you through the preparation of Form 1041 for a trust piece by piece. Separating the sections of Form 1041 and learning them in small bits will help you master the concepts rather than covering the entire Form 1041 in a single session. This webinar will identify information you must gather and walk you through the completion of Form 1041 through Line 9. </p> <iframe src="//fast.wistia.net/embed/iframe/4cwuxaomyf" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="180"></iframe> <script src="//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>Collect the appropriate information to prepare Form 1041 for a trust.</li> <li>Determine what income is reported on Form 1041 for a trust.</li> <li>Determine when the Form 1041 is due and its filing requirements.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00Z2016 Part I: Identify Different Types of Trusts2016-06-08T04:00:00Z0N/AODW1604Basic2Federal Tax Law Topic2016-06-08T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFPhttp://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarTrusts Part III: Deductions<h3>Summary</h3> <p>This webinar is the third of four webinars focusing on trusts required to file Form 1041. This webinar discusses Form 1041 deductions in detail using examples for lines 10 through 21, and also completes Schedules A and B of Form 1041. </p> <iframe src="//fast.wistia.net/embed/iframe/luntuj2d1m" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="135"></iframe> <script src="//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 what expenses can be deducted on Form 1041 for a trust.</li> <li>Identify deductions subject 2% of AGI limitation.</li> <li>Differentiate between distributable net income (DNI), fiduciary accounting income (FAI) and income distribution deduction (IDD).</li> <li>Calculate DNI, FAI and IDD for a trust.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00Z2016 Part I: Identify Different Types of Trusts and 2016 Part II: Fundamentals and Income2016-06-14T04:00:00Z0N/AODW1605Basic2Federal Tax Law Topic2016-06-14T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFPhttp://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarTrusts Part IV: Put it all Together and Schedule K-1<h3>Summary</h3> <p>This is the final webinar of the Form 1041 four part series focusing on trusts. Take this webinar to complete your learning on how to complete a Form 1041 from start to finish. The remainder of the Form 1041 will be completed, including Schedule K-1. </p> <iframe src="//fast.wistia.net/embed/iframe/2l5ylsjsdd" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="135"></iframe> <script src="//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 complete Form 1041 for a trust.</li> <li>Calculate the appropriate estimated tax payments for a trust. </li> <li>Accurately report trust income and deductions so the beneficiaries can accurately prepare their individual tax returns.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00Z2016 Part I: Identify Different Types of Trusts, 2016 Part II: Fundamentals and Income, and 2016 Part III: Deductions2016-06-23T04:00:00Z0N/AODW1606Basic2Federal Tax Law Topic2016-06-23T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFPhttp://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarTying Depreciation and Disposition of Assets Together<h3>Summary</h3> <p>Depreciation of an asset and the sale of the same asset go hand-in-hand. The depreciation taken while the asset was in service affects the gain, if any, that is recognized upon sale. Take this webinar to understand the general tax depreciation rules and the reporting of the eventual sale of an asset that was depreciated.</p> <iframe src="//fast.wistia.net/embed/iframe/lbcwoz4aey" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="130"></iframe> <script src="//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>Determine the proper depreciation method for property.</li> <li>Identify the class life of an asset.</li> <li>Identify the appropriate convention to be used.</li> <li>Discuss the different types of dispositions.</li> <li>Distinguish between a §1231 gain or loss and a §1245 or §1250 gain.</li> <li>Identify when a drop in business usage of an asset creates depreciation recapture.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZNone2016-07-22T04:00:00Z0N/AODW1609Basic2Federal Tax Law Topic2016-07-21T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFPhttp://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
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="https://fast.wistia.net/embed/iframe/oo92zamyej" 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="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 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 Q&A transcript. CPE is issued after exam is successfully completed.</p>2017-12-21T05:00:00Z2018-12-31T05:00:00ZNone2018-01-26T05:00:00Z0N/AODW1802Basic2Federal Tax Law Topic2018-01-29T05:00:00ZQAS 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

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