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 Workshop1040 Workshops - Fairfax, VA - November 27-28, 2017<h3> The Essential 1040&reg</h3> <p> Prepare to serve your clients during tax season by getting up to speed on all the latest tax law changes and updates! This course covers the standard features of the inflation-indexed updates for preparing individuals’ 2017 tax returns, new tax laws applicable to 2017, and recent developments. This is combined with two hours of Ethics.</p> <h3>Beyond The 1040&reg</h3> <p>Go beyond your tax update by taking this in-depth course relating to unique tax situations faced by clients who have specialty occupations or work abroad. You’ll be walked through the proper tax reporting requirements for occupations such as clergy members, truckers, cannabis farmers, gamblers, barbers and beauticians, home flippers, Airbnb operators and beyond. You’ll also examine when workers are considered employees or independent contractors, and whether a taxpayer is truly engaged in a business or is subject to hobby loss rules. Other topics this course will cover include foreign-sourced income reporting and the tax impact of life estates.</p> <h3>Course Details </h3> <p>You’ll receive a textbook on-site at the workshop when you check in. If you’d prefer to review the material prior, you will have access to the e-book in <a href="http://natptax.absorbtraining.com/#/courses">My Course Materials</a>.</p>The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZFairfaxF170832017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z3950 Fair Ridge RoadFairfaxHilton Garden Inn Fairfax(703) 385-7774VAhttp://www.marriott.com/hotels/travel/bhmmc-birmingham-marriott/22033Steve O'Rourke & Kathy Morganhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxVA104020172017-11-27T13:00:00Z2017-11-27T13:00:00Z2017-11-28T13:00:00Z
1040 Workshop1040 Workshops - Richmond, VA - November 29-30, 2017<h3> The Essential 1040&reg</h3> <p> Prepare to serve your clients during tax season by getting up to speed on all the latest tax law changes and updates! This course covers the standard features of the inflation-indexed updates for preparing individuals’ 2017 tax returns, new tax laws applicable to 2017, and recent developments. This is combined with two hours of Ethics.</p> <h3>Beyond The 1040&reg</h3> <p>Go beyond your tax update by taking this in-depth course relating to unique tax situations faced by clients who have specialty occupations or work abroad. You’ll be walked through the proper tax reporting requirements for occupations such as clergy members, truckers, cannabis farmers, gamblers, barbers and beauticians, home flippers, Airbnb operators and beyond. You’ll also examine when workers are considered employees or independent contractors, and whether a taxpayer is truly engaged in a business or is subject to hobby loss rules. Other topics this course will cover include foreign-sourced income reporting and the tax impact of life estates.</p> <h3>Course Details </h3> <p>You’ll receive a textbook on-site at the workshop when you check in. If you’d prefer to review the material prior, you will have access to the e-book in <a href="http://natptax.absorbtraining.com/#/courses">My Course Materials</a>.</p>The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZRichmondF170952017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z1021 Koger Center BoulevardRichmondDouble Tree by Hilton Richmond-Midlothian(804) 379-3800VAhttp://doubletree3.hilton.com/en/hotels/virginia/doubletree-by-hilton-hotel-richmond-midlothian-RICKSDT/index.html#23235Steve O'Rourke & Kathy Morganhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxVA104020172017-11-29T13:00:00Z2017-11-29T13:00:00Z2017-11-30T13:00:00Z
1040 Workshop1040 Workshops - Virginia Beach, VA - Dec 1-2, 2017<h3> The Essential 1040&reg</h3> <p> Prepare to serve your clients during tax season by getting up to speed on all the latest tax law changes and updates! This course covers the standard features of the inflation-indexed updates for preparing individuals’ 2017 tax returns, new tax laws applicable to 2017, and recent developments. This is combined with two hours of Ethics.</p> <h3>Beyond The 1040&reg</h3> <p>Go beyond your tax update by taking this in-depth course relating to unique tax situations faced by clients who have specialty occupations or work abroad. You’ll be walked through the proper tax reporting requirements for occupations such as clergy members, truckers, cannabis farmers, gamblers, barbers and beauticians, home flippers, Airbnb operators and beyond. You’ll also examine when workers are considered employees or independent contractors, and whether a taxpayer is truly engaged in a business or is subject to hobby loss rules. Other topics this course will cover include foreign-sourced income reporting and the tax impact of life estates.</p> <h3>Course Details </h3> <p>You’ll receive a textbook on-site at the workshop when you check in. If you’d prefer to review the material prior, you will have access to the e-book in <a href="http://natptax.absorbtraining.com/#/courses">My Course Materials</a>.</p>The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-04-01T04:00:00ZVirginia BeachF171052017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z5655 Greenwich RoadVirginia BeachHoliday Inn Virginia Beach - Norfollk Hotel & Conference Center(757) 499-4400VAhttps://www.ihg.com/holidayinn/hotels/us/en/virginia-beach/orfgr/hoteldetail?cm_mmc=YextLocal-_-USA-_-ORFGR23462Steve O'Rourke & Kathy Morganhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxVA104020172017-12-01T13:00:00Z2017-12-01T13:00:00Z2017-12-02T13:00:00Z

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