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

 

 

1040 WorkshopIselin, NJ-Nov.30-Dec. 1, 20202020-04-14T05:00:00Z2020-12-30T06:00:00Z2020-04-14T05:00:00Z2020-04-14T05:00:00Z2020-04-13T05:00:00ZNovember 30December 1November 30-December 1F200732020-11-30T06:00:00Z2020-11-30T06:00:00Z2020-12-01T06:00:00Z120 Wood Avenue SouthIselinAPA Hotel Woodbridge(732) 494-6200NJhttps://www.apahotelwoodbridge.com/default-en.html08830Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNJ104020202020-11-30T13:00:00Z2020-11-30T13:00:00Z2020-12-01T13:00:00Z
1040 WorkshopLiverpool, NY-Oct. 26-27, 20202020-04-08T05:00:00Z2020-12-30T06:00:00Z2020-04-08T05:00:00Z2020-04-08T05:00:00Z2020-04-08T05:00:00ZOctober 26October 27October 26-27LiverpoolF200032020-10-26T05:00:00Z2020-10-26T05:00:00Z2020-10-27T05:00:00Z441 Electronics ParkwayLiverpoolHoliday Inn Syracuse/Liverpool(315) 457-1122NYhttps://www.ihg.com/holidayinn/hotels/us/en/liverpool/syrlp/hoteldetail?cm_mmc=GoogleMaps-_-HI-_-US-_-SYRLP13088Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020202020-10-26T12:00:00Z2020-10-26T12:00:00Z2020-10-27T12:00:00Z
1040 WorkshopRochester, NY-Oct. 28-29, 20202020-04-09T05:00:00Z2020-12-30T06:00:00Z2020-04-09T05:00:00Z2020-04-09T05:00:00Z2020-04-09T05:00:00ZOctober 28October 29October 28-29F200102020-10-28T05:00:00Z2020-10-28T05:00:00Z2020-10-29T05:00:00Z800 Jefferson RoadRochesterHoliday Inn & Suites Rochester Marketplace(585) 475-9190NYhttps://www.ihg.com/holidayinn/hotels/us/en/rochester/rocjr/hoteldetail?cm_mmc=GoogleMaps-_-HI-_-US-_-ROCJR14623Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020202020-10-28T12:00:00Z2020-10-28T12:00:00Z2020-10-29T12:00:00Z
1040 WorkshopBinghamton, NY-Oct. 30-31, 20202020-04-09T05:00:00Z2020-12-30T06:00:00Z2020-04-09T05:00:00Z2020-04-09T05:00:00Z2020-04-09T05:00:00ZOctober 30October 31October 30-31F200182020-10-30T05:00:00Z2020-10-30T05:00:00Z2020-10-31T05:00:00Z225 Water StreetBinghamtonDouble Tree by Hilton Binghamton(607) 722-7575NYhttps://www.hilton.com/en/hotels/bgmwsdt-doubletree-binghamton/?SEO_id=GMB-DT-BGMWSDT13901Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020202020-10-30T12:00:00Z2020-10-30T12:00:00Z2020-10-31T12:00:00Z
1040 WorkshopCedar Rapids, IA-Nov 9-10, 20202020-04-10T05:00:00Z2020-12-30T06:00:00Z2020-04-10T05:00:00Z2020-04-10T05:00:00Z2020-04-10T05:00:00ZNovember 9November 10November 9-10F200342020-11-09T06:00:00Z2020-11-09T06:00:00Z2020-11-10T06:00:00Z1200 Collins Road NECedar RapidsCedar Rapids Marriott(319) 393-6600IAhttps://www.marriott.com/event-reservations/reservation-link.mi?id=1585859405164&key=GRP&app=resvlink52402Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxIA104020202020-11-09T13:00:00Z2020-11-09T13:00:00Z2020-11-10T13:00:00Z
1040 WorkshopWichita, KS-Nov. 12-13, 20202020-04-10T05:00:00Z2020-12-30T06:00:00Z2020-04-10T05:00:00Z2020-04-10T05:00:00Z2020-04-10T05:00:00ZNovember 12November 13November 12-13F200492020-11-12T06:00:00Z2020-11-12T06:00:00Z2020-11-13T06:00:00Z2098 Airport RoadWichitaDoubleTree by Hilton Wichita Airport(316) 945-5272KShttps://www.hilton.com/en/hotels/ictardt-doubletree-wichita-airport/?SEO_id=GMB-DT-ICTARDT67209Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxKS104020202020-11-12T13:00:00Z2020-11-12T13:00:00Z2020-11-13T13:00:00Z
1040 WorkshopKing of Prussia, PA-Dec. 2-3, 20202020-04-14T05:00:00Z2020-12-30T06:00:00Z2020-04-14T05:00:00Z2020-04-14T05:00:00Z2020-04-13T05:00:00ZDecember 2December 3December 2-3F200832020-12-02T06:00:00Z2020-12-02T06:00:00Z2020-12-03T06:00:00Z301 West Dekalb PikeKing of PrussiaDouble Tree by Hilton Philadelphia Valley Forge(610) 337-1200PAhttps://www.hilton.com/en/hotels/phlvfdt-doubletree-philadelphia-valley-forge/?SEO_id=GMB-DT-PHLVFDT19406Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxPA104020202020-12-02T13:00:00Z2020-12-02T13:00:00Z2020-12-03T13:00:00Z
1040 WorkshopHunt Valley, MD-Dec. 4-5, 20202020-04-14T05:00:00Z2020-12-30T06:00:00Z2020-04-14T05:00:00Z2020-04-14T05:00:00Z2020-04-13T05:00:00ZDecember 4December 5December 4-5F200902020-12-04T06:00:00Z2020-12-04T06:00:00Z2020-12-05T06:00:00Z245 Shawan RoadHunt ValleyDelta Hunt Valley(410) 785-7000MDhttps://www.marriott.com/hotels/travel/bwidh-delta-hotels-baltimore-hunt-valley/21031Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxMD104020202020-12-04T13:00:00Z2020-12-04T13:00:00Z2020-12-05T13:00:00Z
On-Demand WebinarQualifying for the QBI Rental Safe Harbor On-Demand Webinar<h3>Summary</h3> <p>In September 2019, the IRS issued Revenue Procedure 2019-38 to address issues surrounding qualified business income (QBI) and rental real estate. The Rev. Proc. created a safe harbor for treating rental real estate businesses as a trade or business in order to qualify for the 20% QBI deduction. The safe harbor was proposed because many taxpayers were uncertain whether or not they qualified for the QBI deduction. With these new rules, learn which of your clients will qualify and understand the facets of the deduction.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for the QBI deduction of rental real estate</li> <li>Discuss when a rental rises to the level of a trade or business</li> <li>Outline the requirements for use of the rental real estate safe harbor from IRC ยง199A</li> <li>Report the QBI deduction correctly for rental real estate businesses</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p>2020-03-17T05:00:00Z2021-12-30T06:00:00ZFederal Tax Law Topic2020-03-17T05:00:00Z0N/AODW2031Intermediate2Federal Tax Law Topic2020-03-17T05:00:00ZQAS Self StudyPremium: $0 | Professional: $32 | Basic: $40 | Nonmember: $422Federal Tax Law Topic22TaxesUnderstanding of business and real estate incomeKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20202021-12-30T06:00:00Z
On-Demand WebinarYear-End Tax Reporting On-Demand 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>2019-02-15T05:00:00Z2020-12-31T06:00:00ZNone2019-02-15T05:00:00Z0N/AODW1936Basic2Federal Tax Law Topic2020-01-01T06:00:00ZQAS 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

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