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Kathryn M. Keane, EA

 
 
 

Bio

Kathryn M. Keane, EA, NTPI Fellow is the principal tax professional at Macanta Corporation, a small family owned tax and related services practice located in Brooklyn, NY, serving over 1015 individual clients and 86 businesses, along with many non-profits. Kathryn served two three-year terms on the National Board of Directors of NATP. Kathryn is the first ever three (3) time winner of NATP's Chapter Person of the Year for 2014, 2008 and for 2002 recognizing her volunteer service to the community at large as well as to NATP. In addition to serving on the Board and Education Committee of the NY Chapter of NATP, she currently serves as Chair of the IRS Tri-boro Practitioner Liaison Committee. Kathryn is a frequent speaker at many NATP Chapter events.  She has presented at VASEA as well as Brooklyn/Queens Chapter of NYSSEA.  Kathryn currently serves the Ladies Ancient Order of Hibernians as an officer in her Division and County.  Kathryn is a member of the National Society of Accountants, National Association of Enrolled Agents, as well as the Better Business Bureau of NYC. Kathryn has a B.S. degree from Brooklyn College.

 Instructor's Courses

 

 

1040 Workshop1040 Workshops - Las Vegas, NV - November 13-14, 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZLas VegasF170682017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z3700 W. Flamingo Rd.Las VegasRio All Suite Hotel and Casino(800) 222-8733 Option #2NVhttps://www.caesars.com/rio-las-vegas89103Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxNV104020172017-11-13T13:00:00Z2017-11-13T13:00:00Z2017-11-14T13:00:00Z
1040 Workshop1040 Workshops - Miami, FL - November 3-4, 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZMiamiF170402017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z950 NW 42nd AvenueMiamiCrowne Plaza Miami International Airport(305) 446-9000FLhttps://www.ihg.com/crowneplaza/hotels/us/en/miami/miaap/hoteldetail33126Kathryn Keane & Randy Adamshttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFL104020172017-11-03T12:00:00Z2017-11-03T12:00:00Z2017-11-04T12:00:00Z
1040 Workshop1040 Workshops - Palm Beach Gardens, FL - November 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZPalm Beach GardensF170322017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z4000 RCA BoulevardPalm Beach GardensMarriott Palm Beach Gardens(561) 622-8888FLhttp://www.marriott.com/meeting-event-hotels/group-corporate-travel/groupCorp.mi?resLinkData=National%20Association%20of%20Tax%20Professionals%5EPBIPG%60NATNATA%60115.00%60USD%60false%604%6010/31/17%6011/2/17%6010/2/17&app=resvlink&stop_mobi=yes33410Kathryn Keane & Randy Adamshttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFL104020172017-11-01T12:00:00Z2017-11-01T12:00:00Z2017-11-02T12:00:00Z
1040 Workshop1040 Workshops - Riverview, FL - October 30-31, 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZRiverviewF170222017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z4328 Garden Vista DriveRiverviewHilton Garden Inn Tampa/Riverview/Brandon(813) 626-6610FLhttp://hiltongardeninn3.hilton.com/en/hotels/florida/hilton-garden-inn-tampa-riverview-brandon-TPASEGI/index.html#33578Kathryn Keane & Randy Adamshttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFL104020172017-10-30T12:00:00Z2017-10-30T12:00:00Z2017-10-31T12:00:00Z
1040 Workshop1040 Workshops - Taunton, MA - 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-04-01T04:00:00ZTauntonF171042017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z700 Myles Standish BoulevardTauntonHoliday Inn Taunton(508) 823-0430MAhttps://www.ihg.com/holidayinn/hotels/us/en/taunton/tauma/hoteldetail?cm_mmc=YextLocal-_-USA-_-TAUMA2780Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxMA104020172017-12-01T13:00:00Z2017-12-01T13:00:00Z2017-12-02T13:00:00Z
1040 Workshop1040 Workshops - Windsor, CT - 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZWindsorF170972017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z555 Corporate DriveWindsorHilton Garden Inn Hartford/Windsor North(860) 688-6400CThttp://hiltongardeninn.hilton.com/en/gi/groups/personalized/B/BDLWHGI-NATP-20171128/index.jhtml?WT.mc_id=POG06095Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxCT104020172017-11-29T13:00:00Z2017-11-29T13:00:00Z2017-11-30T13:00:00Z
1040 Workshop1040 Workshops - Woburn, MA - 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, marijuana 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>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZWoburnF170892017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z15 Middlesex Canal ParkWoburnCrowne Plaza Boston-Woburn(781) 935-8760MAhttps://www.ihg.com/crowneplaza/hotels/us/en/woburn/bosms/hoteldetail?cm_mmc=YextLocal-_-USA-_-BOSMS01801Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxMA104020172017-11-27T13:00:00Z2017-11-27T13:00:00Z2017-11-28T13:00:00Z
On-Demand WebinarACA Refresher<h3>Summary</h3> <p>Even after two filing seasons the implementation of the <em>Affordable Care Act</em> continues to cause headaches for tax professionals and tax payers. The software companies are trying their best to update software to handle the new changes, however there are still plenty of things the software does not do correctly. This webinar will review the application of the <em>Affordable Care Act</em> in your tax office.</p> <iframe src="//fast.wistia.net/embed/iframe/j6v5n9olne" 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>Analyze and apply any new developments related to the <em>Affordable Care Act</em>.</li> <li>Develop a plan to best handle problems related to the <em>Affordable Care Act</em>.</li> <li>Analyze how the <em>Affordable Care Act</em> applies to employers.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-11-08T05:00:00Z2017-12-31T05:00:00ZKnowledge of the Affordable Care Act2016-11-08T05:00:00Z0N/AODW1618Update2Federal Tax Law Update2016-11-08T05:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Update22TaxesNoneKathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarDisposition of Residential Rental Real Property<h3>Summary</h3> <p>When a taxpayer sells rental property, the disposition of it may seem self-explanatory. However, what if the property used to be a personal residence? Or what if the property was considered a vacation home? Do these things complicate the reporting of the disposition? Attend this webinar to learn how to report the disposition of a property that was rented.</p> <div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="//fast.wistia.net/embed/iframe/yqm9r1eeci?videoFoam=true" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="100%" height="100%"></iframe></div></div> <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 issues surrounding the sale of property that was used personally and for business purposes.</li> <li>Recognize the implications of depreciation recapture, nonrecapture, and unrecapture when property that was rented is sold or otherwise disposed of.</li> <li>Identify the issues surrounding the sale of vacation home.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZNone2016-06-30T04:00:00Z0N/AODW1607Basic2Federal Tax Law Topic2016-07-06T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneKathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarDivorce Tax Planning<h3>Summary</h3> <p>Divorce is an emotional rollercoaster and tax consequences of a divorce add stress for everyone involved. Even though taxes are probably the last thing on an individual’s mind, not planning for them can cause even more stress. Tax professionals can help alleviate their client’s stress by being prepared and available when a client comes to you in the midst of divorce to help avoid adverse tax consequences.</p> <iframe src="//fast.wistia.net/embed/iframe/ra42d5z0zt" 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>Identify the most appropriate filing status for separated or divorced taxpayers.</li> <li>Recognize the difference between custodial and noncustodial parent for tax purposes.</li> <li>Differentiate between alimony, child support, and property settlements.</li> <li>Assess community property state complications.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZNone2016-08-01T04:00:00Z0N/AODW1610Basic2Federal Tax Law Topic2016-08-01T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneKathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarEIC Due Diligence Requirements<h3>Summary</h3> <p>The earned income credit (EIC) has been a constant target on the IRS’s radar for a long time and they won’t be letting up soon. Tax professionals need to know the requirements inside and out so they can analyze each scenario individually and determine which clients meet the eligibility tests. Attend this webinar to review the requirements and examine the due diligence requirements. </p> <div class="wistia_responsive_padding" style="padding:75.0% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="//fast.wistia.net/embed/iframe/pb6426bhfw?videoFoam=true" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="100%" height="100%"></iframe></div></div> <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>Outline the requirements for claiming EIC.</li> <li>Apply procedures in the tax office ensure compliance.</li> <li>Comply with EIC due diligence 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.2016-12-01T05:00:00Z2017-12-31T05:00:00ZNone2016-12-16T05:00:00Z0N/AODW1623Basic2Ethics2016-12-16T05:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Ethics22Regulatory EthicsNoneKathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
Online WorkshopIntermediate S Corporations<p><b>Day Two</b> - $217 for Members and $259 for Nonmembers</p> <p><b>Both Days</b> - $394 for Members and $478 for Nonmembers</p> <p>Learning the complex area of S corporation taxation is a great way to enhance the services you provide to clients and expand your business. With our two-day workshops, Preparing S Corporation Returns and Intermediate S Corporations, you’ll learn the ins and outs of S corp taxation and walk through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Summary</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine if an S corporation is paying a reasonable salary to its shareholder-employees.</li> <li>Identify corporations subject to built-in gains tax.</li> <li>Compute and report the built-in gains tax.</li> <li>Compute the shareholder’s stock basis in the S corporation.</li> <li>Determine the timing and ordering rules for basis adjustments.</li> <li>Summarize how distributions from an S corporation are taxed.</li> <li>Report the repayment of reduced-basis debt.</li> <li>Compare and contrast AAA, stock basis, and retained earnings.</li> <li>Report the sale of stock of an S corporation.</li> <li>Predict how income and losses are allocated when there is an ownership change.</li> <li>Identify an inadvertent termination of the S election and summarize how to fix it.</li> <li>Prepare Form 1120S in its liquidation year.</li> <li>Report expenses that are incurred post-liquidation.</li> </ul> <h3>Course Details</h3> <p>Our instructor and researchers will answer your questions during the presentation. This workshop also includes e-book and access to the recorded version.</p>2017-06-12T04:00:00Z2018-12-31T05:00:00ZNone2017-06-12T04:00:00Z2017-06-12T04:00:00Z8N/AOW1704BIntermediate8Federal Tax Law Topic2017-10-05T04:00:00Z2017-10-04T04:00:00ZGroup Internet Based8Federal Tax Law Topic88TaxesBasic understanding of preparing Form 1120SKathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CFP®, CPA, CRTPonline workshop20172017-10-05T12:00:00Z2017-10-04T12:00:00Z
On-Demand WebinarPartner K-1 to Form 1040<h3>Summary</h3> <p>A Schedule K-1 from a partnership provides an abundance of information to the taxpayer receiving it. For tax preparers the Schedule K-1 can be intimidating when trying to determine how to report all the information. Attend this webinar to be confident when reporting items from Schedule K-1 onto the taxpayer’s individual income tax return.</p> <iframe src="//fast.wistia.net/embed/iframe/342rqfeqny" 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>Identify the elections made at the partner level (versus the ones made at the partnership level).</li> <li>Describe the various items reported on Schedule K-1.</li> <li>Report Schedule K-1 information on the partner’s return. </li>&nbsp; </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-08-30T04:00:00Z2017-12-31T05:00:00ZNone2016-08-30T04:00:00Z0N/AODW1613Basic2Federal Tax Law Topic2016-08-30T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneKathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
Online WorkshopPreparing S Corporations<p><b>Day One</b> - $217 for Members and $259 for Nonmembers</p> <p><b>Both Days</b> - $394 for Members and $478 for Nonmembers</p> <p>Learning the complex area of S corporation taxation is a great way to enhance the services you provide to clients and expand your business. With our two-day workshops, Preparing S Corporation Returns and Intermediate S Corporations, you’ll learn the ins and outs of S corp taxation and walk through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Summary</h3> <p>When you’re used to preparing individual tax returns and suddenly find yourself faced with preparing your first S corporation return, the task can seem daunting. Many taxpayers utilize S corporations to reduce taxes, so if you’re looking to add the preparation of S corporation returns to your business or to simply get up to speed on the most common areas of S corporation taxation, this is the course for you! Receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the accompanying schedules.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>List the advantages and disadvantages of forming an S corporation.</li> <li>Identify businesses eligible to make the S election.</li> <li>Make an S election, including a late election.</li> <li>Choose a tax year and accounting method for an S corporation.</li> <li>Complete a basic Form 1120S, including Schedules K, K-1, L, M-1, and M-2.</li> <li>Identify income and expense items that differ for book and tax purposes.</li> <li>Determine amounts to pass-through and allocate to each shareholder.</li> <li>Identify separately stated items.</li> <li>Summarize the §179 expense rules for S corporations.</li> </ul> <h3>Course Details</h3> <p>Our instructor and researchers will answer your questions during the presentation. This workshop also includes e-book and access to the recorded version.</p>2017-06-12T04:00:00Z2018-12-31T05:00:00ZNone2017-06-12T04:00:00Z2017-06-12T04:00:00Z8N/AOW1704ABasic8Federal Tax Law Topic2017-10-04T04:00:00Z2017-10-04T04:00:00ZGroup Internet Based8Federal Tax Law Topic88TaxesNoneKathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CFP®, CPA, CRTPonline workshop20172017-10-04T12:00:00Z2017-10-04T12:00:00Z
On-Demand WebinarReal Estate Professionals<h3>Summary</h3> <p>Determining whether a taxpayer is a real estate professional is a daunting task for any tax professional. The task becomes even harder if the taxpayer is only involved in the renting of property. Attend this webinar to learn the requirements of a real estate professional with realistic examples and scenarios.</p> <iframe src="//fast.wistia.net/embed/iframe/4e9q9n92bm" 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 real estate trades and business.</li> <li>Determine when the 50% of personal service and 750 hour rule is met.</li> <li>Correctly identify a rental real estate professional.</li> <li>Determine when grouping is appropriate.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZBasic knowledge of federal taxation2016-05-24T04:00:00Z0N/AODW1602Intermediate2Federal Tax Law Topic2016-05-24T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneKathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
Tax WorkshopS Corporation Workshop - Appleton, WI - October 4-5, 2017<h3>Preparing S Corporations</h3> <p>Many taxpayers utilize S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. This course is for tax professionals adding the preparation of S corporation returns to their business, and for tax professionals simply looking to get up to speed on the most common areas of S corporation taxation. If you are one of these tax professionals, take this course to receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the schedules that accompany this form. This course guides you through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Intermediate S Corporations</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</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> <h3>Schedule</h3> <p>Because this workshop is also being broadcast as an Online Workshop, there will be a condensed schedule.&nbsp; Registration begins at 8:30 and class will be held from 9:00 – 4:30 with a ½ hour lunch.&nbsp; An agenda will be included in the course materials.&nbsp; Lunch and refreshments will be included.</p>2017-06-01T04:00:00Z2018-12-31T05:00:00Z2017-06-06T04:00:00Z2017-06-06T04:00:00Z2017-06-06T04:00:00ZTW17192017-10-04T04:00:00Z2017-10-04T04:00:00Z2017-06-05T04:00:00Z3517 North McCarthy RoadAppletonNational Association of Tax Professionals1.800.558.3402 ext. 3WI54913Kathryn Keane, EA<a href="https://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspx">https://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspx</a>WIlive workshop20172017-10-04T12:00:00Z2017-10-04T12:00:00Z2017-10-05T12:00:00Z
Tax WorkshopS Corporation Workshop - Columbus, OH - August 23-24, 2017<h3>Preparing S Corporations</h3> <p>Many taxpayers utilize S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. This course is for tax professionals adding the preparation of S corporation returns to their business, and for tax professionals simply looking to get up to speed on the most common areas of S corporation taxation. If you are one of these tax professionals, take this course to receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the schedules that accompany this form. This course guides you through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Intermediate S Corporations</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</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://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">My Course Materials</a>.</p>2017-04-18T04:00:00Z2017-12-31T05:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00ZColumbusTW17112017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2700 Corporate Exchange Dr.ColumbusEmbassy Suites(614) 890-8600OHhttp://embassysuites3.hilton.com/en/hotels/ohio/embassy-suites-by-hilton-columbus-CMHCEES/index.html?WT.mc_id=zDA01MB2OLG34YX#43231Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxOHlive workshop20172017-08-23T12:00:00Z2017-08-23T12:00:00Z2017-08-24T12:00:00Z
Tax WorkshopS Corporation Workshop - Cromwell, CT - July 31-August 1, 2017<h3>Preparing S Corporations</h3> <p>Many taxpayers utilize S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. This course is for tax professionals adding the preparation of S corporation returns to their business, and for tax professionals simply looking to get up to speed on the most common areas of S corporation taxation. If you are one of these tax professionals, take this course to receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the schedules that accompany this form. This course guides you through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Intermediate S Corporations</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</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://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">My Course Materials</a>.</p>2017-04-18T04:00:00Z2017-12-31T05:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00ZCromwellTW17062017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z100 Berlin RoadCromwellRadisson Hotel Cromwell(860) 635-2000CThttps://www.radisson.com/cromwell-hotel-ct-06416/usacrct06416Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxCTlive workshop20172017-07-31T12:00:00Z2017-07-31T12:00:00Z2017-08-01T12:00:00Z
Tax WorkshopS Corporation Workshop - Indianapolis, IN - August 21-22, 2017<h3>Preparing S Corporations</h3> <p>Many taxpayers utilize S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. This course is for tax professionals adding the preparation of S corporation returns to their business, and for tax professionals simply looking to get up to speed on the most common areas of S corporation taxation. If you are one of these tax professionals, take this course to receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the schedules that accompany this form. This course guides you through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Intermediate S Corporations</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</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://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">My Course Materials</a>.</p>2017-04-18T04:00:00Z2017-12-31T05:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00ZIndianapolisTW17072017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z7202 East 21 StreetIndianapolisMarriott Indianapolis East(317) 352-1231INhttp://www.marriott.com/hotels/travel/inddt-indianapolis-marriott-east/46219Kathryn Keanehttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxINlive workshop20172017-08-21T12:00:00Z2017-08-21T12:00:00Z2017-08-22T12:00:00Z
On-Demand WebinarThe Final 1040 and Estate Returns<h3>Summary</h3> <p>Only two things are certain in life —death and taxes. Be prepared to assist taxpayers with tax filing before and after death. This course explains the basic rules for preparing a decedent’s final personal income tax return, the income tax rules governing a decedent’s estate and the federal estate tax return. Examples illustrating these rules when preparing Form 1040, 1041, and 706 are presented throughout the text.</p> <div class="wistia_responsive_padding" style="padding:56.25% 0 0 0;position:relative;"><div class="wistia_responsive_wrapper" style="height:100%;left:0;position:absolute;top:0;width:100%;"><iframe src="//fast.wistia.net/embed/iframe/ws7o2g2zfo?videoFoam=true" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="100%" height="100%"></iframe></div></div> <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 allocate the amount of income, deductions, and credits on a final Form 1040.</li> <li>Utilize a decedent’s net operating loss (NOL), capital loss carryovers, passive losses, and other tax attributes on the final Form 1040 to minimize tax. </li> <li>Identify forms needed to finish a decedent’s final return. </li> <li>Calculate distributable net income, fiduciary accounting income, and the income distribution deduction in compliance with both tax law and the governing document.</li> <li>Calculate income in respect of a decedent in compliance with both tax law and the governing document.</li> <li>Identify required documents and forms for completing Form 1041 for an estate.</li> <li>Identify what is required to treat a revocable trust as part of an estate.</li> <li>Determine if the estate should make an election to treat a revocable trust as part of the estate in order to minimize tax.</li> <li>Accurately report estate interest, dividend, capital gain, and miscellaneous income so the beneficiaries can accurately prepare their individual tax returns.</li> <li>Identify the most appropriate form (Form 706 vs. Form 1041) for reporting a decedent’s deductible expenses in order to minimize the decedent’s overall tax burden.</li> <li>Accurately complete Form 706 to use the portability exclusion.</li> <li>Distinguish differences in estate tax rules between a resident and nonresident estate.</li> </ul> <h3>Course Details</h3> Includes online workshop recording, PowerPoint presentation and e-book. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZBasic knowledge of individual income tax2016-12-28T05:00:00Z0N/AODW1633Intermediate16Federal Tax Law Topic2016-12-28T05:00:00ZQAS Self Study$386 for Members and $470 for Nonmembers16Federal Tax Law Topic1616TaxesObtain copies of Forms 1041 and 706 and have the forms available to reference.Kathryn Keane, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic16 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z

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