Kathryn 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 WorkshopAlbuquerque, NM - 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 11-12F190652019-11-11T05:00:00Z2019-11-12T05:00:00Z2019-11-11T05:00:00Z5320 San Antonio Dr. NEAlbuquerqueHilton Garden Inn Journal Center505-314-0800NMhttps://hiltongardeninn3.hilton.com/en/hotels/new-mexico/hilton-garden-inn-albuquerque-journal-center-ALBJCGI/index.html?SEO_id=GMB-HI-ALBJCGI87109Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxNM104020192019-11-11T13:00:00Z2019-11-11T13:00:00Z2019-11-12T13:00:00Z
1040 WorkshopAnchorage, AK - Oct. 31-Nov. 1, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZOctober 31November 1October 31-November 1F190292019-10-31T04:00:00Z2019-11-01T04:00:00Z2019-10-31T04:00:00Z5141 Business Park Blvd.AnchorageHyatt House Anchorage907-992-2200AKhttps://www.hyatt.com/en-US/hotel/alaska/hyatt-house-anchorage/ancxa99503Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxAK104020192019-10-31T12:00:00Z2019-10-31T12:00:00Z2019-11-01T12:00:00Z
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> <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 Topic2019-10-24T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathryn 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
WebinarCalculating the Adoption Credit 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> <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>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/AWEB1950Basic1Federal Tax Law Topic2019-10-08T04:00:00Z2019-10-10T04:00:00Z2019-10-24T04:00:00ZGroup Internet BasedPremium: $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, CRTPlive webinar20192019-10-08T17:00:00Z2019-10-10T13:00:00Z2019-10-24T04:00:00Z
1040 WorkshopCromwell, CT - Oct. 28-29, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZOctober 28October 29October 28-29F190152019-10-28T04:00:00Z2019-10-29T04:00:00Z2019-10-28T04:00:00Z4 Sebethe DriveCromwellCourtyard by Marriott Cromwell860-635-1001CThttps://www.marriott.com/hotels/travel/bdlhc-courtyard-hartford-cromwell/?scid=45f93f1b-bd77-45c9-8dab-83b6a417f6fe06416Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxCT104020192019-10-28T12:00:00Z2019-10-28T12:00:00Z2019-10-29T12:00:00Z
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 Topic22TaxesNoneKathryn 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
On-Demand WebinarEthics for Tax Preparers On-Demand Webinar<h3>Summary</h3> <p>Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <iframe src="https://fast.wistia.net/embed/iframe/301765eo9y" 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>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Apply ethics rules as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</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>2018-10-02T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1832Basic2Ethics2018-10-02T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane,EA,ABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
Summer WorkshopHauppauge, NY - Aug. 8-9, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZAugust 8August 9August 8-9TW19032019-08-08T04:00:00Z2019-08-09T04:00:00Z2019-08-08T04:00:00Z1717 Motor ParkwayHauppaugeHyatt Regency Long Island631-784-1234NYhttps://www.hyatt.com/en-US/group-booking/HAUPP/G-NATW11788Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxNYlive workshop20192019-08-08T12:00:00Z2019-08-08T12:00:00Z2019-08-09T12:00:00Z
Summer WorkshopHouston, TX - Aug. 15-16, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZAugust 15August 16August 15-16TW19132019-08-15T04:00:00Z2019-08-16T04:00:00Z2019-08-15T04:00:00Z300 Ronan Park PlaceHoustonHyatt Place Houston North281-820-6060TXhttps://www.hyatt.com/en-US/hotel/texas/hyatt-place-houston-north/houza77060Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxTXlive workshop20192019-08-15T12:00:00Z2019-08-15T12:00:00Z2019-08-16T12:00:00Z
Summer WorkshopIndianapolis, IN - Aug. 12-13, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZAugust 12August 13August 12-13TW19062019-08-12T04:00:00Z2019-08-13T04:00:00Z2019-08-12T04:00:00Z7202 East 21 StreetIndianapolisMarriott Indianapolis East317-352-1231INhttps://book.passkey.com/go/nationaltax46219Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxINlive workshop20192019-08-12T12:00:00Z2019-08-12T12:00:00Z2019-08-13T12:00:00Z
On-Demand WebinarK-1s for 1065 and 1120-S On-Demand Webinar<h3>Summary</h3> <p>Taxpayers who are in a partnership or members of LLCs (taxed as partnerships) require special attention. When preparing their returns, you must know the accompanying forms. The most common one for this instance is a Schedule K-1 (Form 1065). In this course, you’ll learn to properly report the information provided to a partner, available deductions and whether various elections are made by the partner or partnership.</p> <p>Individuals who are shareholders in an S corporation also receive an accompanying form to their return – a Schedule K-1 (1120S). This form reports the taxpayer’s share of the corporation’s income, deductions, credits, etc. In this course, you will learn how to report the basic information from this schedule on your individual client’s return and limitations that might apply before you can report certain items such as losses and distributions.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Calculate the shareholder’s basis in the S corporation.</li> <li>Determine how much of a pass-through loss is deductible after applying the basis, at-risk, and passive activity limitations.</li> <li>Analyze the shareholder’s tax effects when receiving distributions from an S corporation.</li> <li>Correctly report various pass-through items from Schedule K-1 on Form 1040, including unique items, such as the sale of property when §179 was deducted.</li> <li>Determine the partner’s basis, at-risk, and passive limitations.</li> <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>Correctly report Schedule K-1 information on the partner’s return.</li> <li>Report items on the partner’s return that are associated with the partnership interest but not reported on Schedule K-1.</li> </ul> <h3>Course Details</h3> This course includes: <ul> <li>E-book</li> <li>Online workshop recording with review questions</li> <li>Exam questions</li> <li> CPE is issued after exam is successfully completed.</li> </ul>2018-08-01T04:00:00Z2019-12-31T05:00:00ZNone2018-08-21T04:00:00Z0N/AODW1841Basic8Federal Tax Law Topic2018-08-21T04:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
1040 WorkshopKenner, LA - Dec. 4-5, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZDecember 4December 5December 4-5F191132019-12-04T05:00:00Z2019-12-05T05:00:00Z2019-12-04T05:00:00Z901 Airline Dr.KennerHilton New Orleans Airport(504) 469-5000LAhttps://www3.hilton.com/en/hotels/louisiana/hilton-new-orleans-airport-MSYAHHH/index.html?SEO_id=GMB-HI-MSYAHHH70062Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxLA104020192019-12-04T13:00:00Z2019-12-04T13:00:00Z2019-12-05T13:00:00Z
1040 WorkshopKing of Prussia, PA - 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 20-21F190952019-11-20T05:00:00Z2019-11-21T05:00:00Z2019-11-20T05:00:00Z1160 First Ave.King of PrussiaValley Forge Casino Resort800-596-0341PAhttps://www.vfcasino.com/19406Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxPA104020192019-11-20T13:00:00Z2019-11-20T13:00:00Z2019-11-21T13:00:00Z
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:3315912401Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020192019-11-13T13:00:00Z2019-11-13T13:00:00Z2019-11-14T13:00:00Z
1040 WorkshopLafayette, LA - Dec. 2-3, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZDecember 2December 3December 2-3F191082019-12-02T05:00:00Z2019-12-03T05:00:00Z2019-12-02T05:00:00Z2350 West Congress St.LafayetteHilton Garden Inn Lafayette Cajundome(337) 291-1977LAhttps://hiltongardeninn.hilton.com/en/gi/groups/personalized/L/LFTCDGI-NATP19-20191201/index.jhtml?WT.mc_id=POG70506Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxLA104020192019-12-02T13:00:00Z2019-12-02T13:00:00Z2019-12-03T13:00:00Z
Summer WorkshopLas Vegas, NV - Nov. 7-8, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 7November 8November 7-8TW19162019-11-07T05:00:00Z2019-11-08T05:00:00Z2019-11-07T05:00:00Z4315 Swenson St.Las VegasEmbassy Suites Hotel Las Vegas702-795-2800NVhttps://embassysuites3.hilton.com/en/hotels/nevada/embassy-suites-by-hilton-las-vegas-LASESES/index.html89119Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxNVlive workshop20192019-11-07T13:00:00Z2019-11-07T13:00:00Z2019-11-08T13:00:00Z
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/12110Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNY104020192019-11-11T13:00:00Z2019-11-11T13:00:00Z2019-11-12T13:00:00Z
1040 WorkshopMercerville, NJ - 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 18-19F190842019-11-18T05:00:00Z2019-11-19T05:00:00Z2019-11-18T05:00:00Z3100 Quakerbridge Rd.MercervilleRobert Wood Johnson Conference Center609-584-7600NJhttp://web.princetonchamber.org/directory/results/directions.aspx?listingid=36208619Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxNJ104020192019-11-18T13:00:00Z2019-11-18T13:00:00Z2019-11-19T13:00:00Z
1040 WorkshopMount Laurel, NJ - 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 22-23F191032019-11-22T05:00:00Z2019-11-23T05:00:00Z2019-11-22T05:00:00Z1111 Route 73Mount LaurelWyndham Philadelphia-Mount Laurel Hotel856-437-0900NJhttps://www.wyndhamhotels.com/wyndham/mount-laurel-new-jersey/wyndham-philadelphia-mount-laurel/overview?CID=LC:HR::GGL:RIO:National:17528&iata=0006540208054Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxNJ104020192019-11-22T13:00:00Z2019-11-22T13:00:00Z2019-11-23T13:00:00Z
On-Demand WebinarNavigating New Forms After Tax Reform On-Demand Webinar<h3>Summary</h3> <p>Changes from the <i>Tax Cuts and Jobs Act</i> rocked the world of tax preparation, and these changes have left tax preparers feeling somewhat adrift with being able to properly advise their clients.</p> <p>This online workshop will compare and contrast 2017 tax forms and 2018 tax forms using a variety of case studies, which will help you more accurately prepare your clients’ 2018 returns. In addition, we’ll review several of the major changes impacting taxpayers, including the suspension of the miscellaneous itemized deduction subject to 2% AGI limitations, the changes to the child tax credit and the addition of the other dependent credit. Finally, we’ll review new due diligence filing requirements for the head of household status.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Compare and contrast 2017 and 2018 tax return changes.</li> <li>Identify the suspended miscellaneous itemized deductions.</li> <li>Recognize the change to the CTC.</li> <li>Summarize the requirements for the ODC.</li> <li>Describe changes affecting the entertainment deduction.</li> <li>Summarize the HOH due diligence requirements.</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>2018-12-27T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00Z0N/AODW1904Update4Federal Tax Law Update2019-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $112 | Basic: $142 | Nonmember: $1494Federal Tax Law Update44TaxesBasic knowledge of federal income taxKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxFederal Tax Law Update4 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
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-_-PASNJ07054Kathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxNJ104020192019-11-15T13:00:00Z2019-11-15T13:00:00Z2019-11-16T13:00:00Z
1040 WorkshopScottsdale, AZ - 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 13-14F190732019-11-13T05:00:00Z2019-11-14T05:00:00Z2019-11-13T05:00:00Z5001 North Scottsdale RoadScottsdaleEmbassy Suites by Hilton Scottsdale Resort480-949-1414AZhttps://embassysuites3.hilton.com/en_US/es/search/findhotels/index.htm85250Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxAZ104020192019-11-13T13:00:00Z2019-11-13T13:00:00Z2019-11-14T13:00:00Z
1040 WorkshopTaunton, MA - Nov. 1-2, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 1November 2November 1-2F190342019-11-01T04:00:00Z2019-11-02T04:00:00Z2019-11-01T04:00:00Z700 Myles Standish BoulevardTauntonHoliday Inn Taunton508-823-0430MAhttps://www.ihg.com/holidayinn/hotels/us/en/taunton/tauma/hoteldetail02780Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxMA104020192019-11-01T12:00:00Z2019-11-01T12:00:00Z2019-11-02T12:00:00Z
On-Demand WebinarTax Reform Due Diligence Requirements On-Demand Webinar<h3>Summary</h3> <p>As a tax professional practicing in 2019, due diligence requirements are incredibly important to follow. We’re covering the four requirements and how they apply to the earned income tax credit, child tax credit/additional child tax credit/other dependent credit, American opportunity tax credit and Head of Household filing status. Failure to comply results in a preparer penalty of $520 per credit.</p> <iframe src="https://fast.wistia.net/embed/iframe/yn02nr0uo1" title="Due Diligence Questions 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 due diligence.</li> <li>Perform due diligence for clients claiming the Earned Income Credit.</li> <li>Perform due diligence for clients claiming the Child Tax Credit/Additional Child Tax Credit/Other Dependent Credit.</li> <li>Perform due diligence for clients claiming the American Opportunity Credit.</li> <li>Perform due diligence for clients filing using the Head of Household filing status.</li> <li>Identify taxpayer and preparer penalties for failure to perform due diligence.</li> </ul> <h3>Course Details</h3> This course includes: <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>2018-12-18T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00Z0N/ABPEODW1901Basic2Ethics2019-01-24T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
1040 WorkshopTucson, AZ - 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 15-16F190782019-11-15T05:00:00Z2019-11-16T05:00:00Z2019-11-15T05:00:00Z6575 South Country Club RoadTucsonHilton Garden Inn Tucson Airport520-741-0505AZhttps://hiltongardeninn3.hilton.com/en/hotels/arizona/hilton-garden-inn-tucson-airport-TUCAPGI/index.html?SEO_id=GMB-HI-TUCAPGI85756Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxAZ104020192019-11-15T13:00:00Z2019-11-15T13:00:00Z2019-11-16T13:00:00Z
1040 WorkshopWarwick, RI - Oct. 30-31, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZOctober 30October 31October 30-31F190242019-10-30T04:00:00Z2019-10-31T04:00:00Z2019-10-30T04:00:00Z800 Jefferson Blvd.WarwickHyatt Place Warwick401-738-8700RIhttps://www.hyatt.com/en-US/hotel/rhode-island/hyatt-place-warwick-providence-airport/pvdzw?corp_id=G-NATP06886Kathryn Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxRI104020192019-10-30T12:00:00Z2019-10-30T12:00:00Z2019-10-31T12:00:00Z
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 Topic2019-12-17T05:00:00Z2019-12-19T05:00:00Z2020-01-02T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-17T18:00:00Z2019-12-19T14:00:00Z2020-01-02T05:00:00Z
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: $80Kathryn 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