Kathryn Morgan, EA

 
 
 

Bio

Kathy just completed her 24th year with H&R Block working in the Bossier City Premium office. Her prior careers as a USAF military police officer and as a police communications officer for the Bossier City Police give her a wide variety of experience that translate into tax issues. She proudly holds the titles of Enrolled Agent, Fellow NTPI, Instructor, and Representation Specialist.

She has been published by several tax research companies, including Parker Tax Publishing and TaxConnections.com. She is a accomplished speaker and instructor on a wide variety of tax issues. Through her company, Puzzled By Taxes?, she offers speaking, writing, and instruction.

Kathy lives and practices in the Shreveport Louisiana area and when not "talking tax" she enjoys spending time with her grandchildren and family, writing and reading.

 Instructor's Courses

 

 

On-Demand WebinarCalculating the Adoption Credit On-Demand Webinar<h3>Summary</h3> <p>Adoption is a wonderful way for people to expand and complete their families. Families who adopt can claim the adoption tax credit when filing a return to help offset the costs. This webinar will outline requirements of taxpayers to take the credit, teach you how to correctly calculate the adoption credit, and define special needs adoptions and the difference in calculating the credit.</p><iframe src="https://fast.wistia.net/embed/iframe/rwuzdybbs3" title="Form 8839 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 requirements for taxpayers to take the adoption credit.</li> <li>Define special needs adoptions and the difference in calculating the credit.</li> <li>Calculate the adoption credit.</li> <li>Complete tax returns for taxpayers who take the adoption credit.</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/AODW1928Basic1Federal Tax Law Topic2019-10-23T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
1040 WorkshopCincinnati, OH - Nov. 20-21, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 20November 21November 20-21F190932019-11-20T05:00:00Z2019-11-21T05:00:00Z2019-11-20T05:00:00Z3855 Hauck RoadCincinnatiClarion Hotel Cincinnati North513-563-8330OHhttps://www.choicehotels.com/ohio/cincinnati/clarion-hotels/oh608?source=gyxt45241Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxOH104020192019-11-20T13:00:00Z2019-11-20T13:00:00Z2019-11-21T13:00:00Z
1040 WorkshopDayton, OH - Nov. 22-23, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 22November 23November 22-23F191022019-11-22T05:00:00Z2019-11-23T05:00:00Z2019-11-22T05:00:00Z3520 Pentagon Park Blvd.DaytonHilton Garden Inn Dayton Beavercreek937-458-2650OHhttps://hiltongardeninn3.hilton.com/en/hotels/ohio/hilton-garden-inn-dayton-beavercreek-DAYBCGI/index.html?SEO_id=GMB-HI-DAYBCGI45431Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxOH104020192019-11-22T13:00:00Z2019-11-22T13:00:00Z2019-11-23T13:00:00Z
On-Demand WebinarDisaster Tax Planning and Casualty Losses On-Demand Webinar<h3>Summary</h3> <p>2018 was a particularly tough year for some U.S. residents due to the number of federally-declared disasters that occurred. If you are preparing a return for a client who lived through one of these disasters, there are special steps you might take to claim a casualty loss. This webinar will review everything you need to know to correctly report a casualty loss as well as what you can do to prepare your office and how to reopen after a disaster.</p> <iframe src="https://fast.wistia.net/embed/iframe/e5gxgixs7d" title="Casualty Losses 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>Prepare your office in case of a disaster.</li> <li>Outline the steps needed to reopen your office after a disaster.</li> <li>Outline the rules for claiming a casualty loss.</li> <li>Report a casualty loss.</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/AODW1912Basic2Federal Tax Law Topic2019-06-06T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
1040 WorkshopKingston, NY - Nov. 13-14, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 13November 14November 13-14F190722019-11-13T05:00:00Z2019-11-14T05:00:00Z2019-11-13T05:00:00Z503 Washington Ave.KingstonBest Western Plus845-338-0400NYhttps://www.bestwestern.com/en_US/book/hotel-rooms.33159.html?iata=00171880&ssob=BLBWI0004G&cid=BLBWI0004G:google:gmb:3315912401Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020192019-11-13T13:00:00Z2019-11-13T13:00:00Z2019-11-14T13:00:00Z
1040 WorkshopLatham, NY - Nov. 11-12, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 11November 12November 11-12F190582019-11-11T05:00:00Z2019-11-12T05:00:00Z2019-11-11T05:00:00Z997 New Loudon RoadLathamCentury House518-785-0931NYhttps://thecenturyhouse.com/12110Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020192019-11-11T13:00:00Z2019-11-11T13:00:00Z2019-11-12T13:00:00Z
1040 WorkshopMaumee, OH - Nov. 18-19, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 18November 19November 18-19F190882019-11-18T05:00:00Z2019-11-19T05:00:00Z2019-11-18T05:00:00Z1705 Toll Gate Dr.MaumeeHoliday Inn Toledo-Maumee419-482-7777OHhttps://www.ihg.com/holidayinn/hotels/us/en/maumee/toltd/hoteldetail?cm_mmc=GoogleMaps-_-HI-_-US-_-TOLTD43537Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxOH104020192019-11-18T13:00:00Z2019-11-18T13:00:00Z2019-11-19T13:00:00Z
1040 WorkshopParsippany, NJ - Nov. 15-16, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 15November 16November 15-16F190812019-11-15T05:00:00Z2019-11-16T05:00:00Z2019-11-15T05:00:00Z707 US Highway 46 EastParsippanyHoliday Inn Parsippany973-263-2000NJhttps://www.ihg.com/holidayinn/hotels/us/en/parsippany/pasnj/hoteldetail?cm_mmc=GoogleMaps-_-HI-_-US-_-PASNJ07054Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNJ104020192019-11-15T13:00:00Z2019-11-15T13:00:00Z2019-11-16T13:00:00Z
WebinarYear-End Tax Reporting Webinar<h3>Summary</h3> <p>At the end of each year, information documents such as W-2s and Forms 1099-MISCs must be filed. This webinar will review exactly which forms need to be filed, their various due dates applicable to the taxpayer, the IRS and the Social Security Administration. This webinar will also explain how to file corrected forms, the penalties for late filing and how to determine whether the forms must be paper-filed or 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.</li> <li>Identify due dates for information documents.</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>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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1966Basic2Federal Tax Law Topic2019-12-17T06:00:00Z2019-12-18T06:00:00Z2020-01-01T06:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-17T18:00:00Z2019-12-18T14:00:00Z2020-01-02T05:00:00Z
On-Demand WebinarYear-End Tax Reporting Webinar<h3>Summary</h3> <p>At the end of each year, information documents such as W-2s and Forms 1099-MISCs must be filed. This webinar will review exactly which forms need to be filed, their various due dates applicable to the taxpayer, the IRS and the Social Security Administration. This webinar will also explain how to file corrected forms, the penalties for late filing and how to determine whether the forms must be paper-filed or 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.</li> <li>Identify due dates for information documents.</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>2019-02-15T05:00:00ZODW19362020-01-02T05:00:00ZPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspx2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021-01-01T05:00:00Z

eweb keepalive image