Kelly C Lent-Paul, EA, CFP®

 
 
 

Bio

Kelly has been preparing taxes since 1994 and became an enrolled agent in 1999. She is a CFP® and is the director of training for a large tax franchise. In addition to providing tax and financial services to her client base she enjoys teaching tax and financial topics to other professionals. Kelly has her BS from Cornell University and her MBA from St Bonaventure University. She is a member of NATP, NAEA, & FPA and is an active member on the board of directors of several local non-profit organizations. She lives in Western NY with her husband Jim.

 Instructor's Courses

 

 

1040 WorkshopFishkill, 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 13-14F190672019-11-13T05:00:00Z2019-11-14T05:00:00Z2019-11-13T05:00:00Z835 Route 52FishkillComfort Suites845-765-8668NYhttps://www.choicehotels.com/new-york/fishkill/comfort-suites-hotels/ny538?pmf=yext&mc=llyxyxpx12524Kelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxNY104020192019-11-13T13:00:00Z2019-11-13T13:00:00Z2019-11-14T13:00:00Z
1040 WorkshopIselin, 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 15-16F190772019-11-15T05:00:00Z2019-11-16T05:00:00Z2019-11-15T05:00:00Z120 Wood Avenue SouthIselinAPA Hotel Woodbridge732-494-6200NJhttps://www.apahotelwoodbridge.com/default-en.html08830Kelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxNJ104020192019-11-15T13:00:00Z2019-11-15T13:00:00Z2019-11-16T13:00:00Z
1040 WorkshopMiami, FL - 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 1-2F190362019-11-01T04:00:00Z2019-11-02T04:00:00Z2019-11-01T04:00:00Z3900 NW 21st StreetMiamiSheraton Miami Airport Hotel & Executive Meeting Center305-871-3800FLhttps://www.marriott.com/hotels/travel/miaes-sheraton-miami-airport-hotel-and-executive-meeting-center/?scid=bb1a189a-fec3-4d19-a255-54ba596febe233142Kelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFL104020192019-11-01T12:00:00Z2019-11-01T12:00:00Z2019-11-02T12:00:00Z
1040 WorkshopPalm Beach Gardens, FL - 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 30-31F190272019-10-30T04:00:00Z2019-10-31T04:00:00Z2019-10-30T04:00:00Z4000 RCA BoulevardPalm Beach GardensMarriott Palm Beach Gardens561-622-8888FLhttps://www.marriott.com/hotels/travel/pbipg-palm-beach-gardens-marriott/33410Kelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFL104020192019-10-30T12:00:00Z2019-10-30T12:00:00Z2019-10-31T12:00:00Z
1040 WorkshopShelton, CT - 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 11-12F190602019-11-11T05:00:00Z2019-11-12T05:00:00Z2019-11-11T05:00:00Z780 Bridgeport Ave.SheltonCourtyard by Marriott203-929-1500CThttps://www.marriott.com/hotels/travel/bdrcy-courtyard-shelton/?scid=bb1a189a-fec3-4d19-a255-54ba596febe206484Kelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxCT104020192019-11-11T13:00:00Z2019-11-11T13:00:00Z2019-11-12T13:00:00Z
1040 WorkshopTampa, FL - 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 28-29F190192019-10-28T04:00:00Z2019-10-29T04:00:00Z2019-10-28T04:00:00Z10221 Princess Palm Ave.TampaSheraton Tampa Brandon Hotel813-623-6363FLhttps://www.marriott.com/event-reservations/reservation-link.mi?id=1551373790032&key=GRP&app=resvlink33610Kelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFL104020192019-10-28T12:00:00Z2019-10-28T12:00:00Z2019-10-29T12:00:00Z
On-Demand WebinarTax Issues of Divorce On-Demand Webinar<h3>Summary</h3> <p>Divorce is a life-changing event for your client and you'll want to be prepared to make the transition as smooth as possible. There are a number of tax issues you will need to account for when preparing to file their returns. In addition to whether a payment is alimony or child support, there are other issues tax professionals should know about. For example, when children are involved, it can be tricky to determine which taxpayer can claim an exemption for a child. What about their home? If one spouse moves out, do they still qualify for a 121 exclusion? Being prepared when clients come to you in the midst of divorce can alleviate some tax filing problems. This webinar will address issues your clients may face after a divorce has been finalized.</p> <iframe src="https://fast.wistia.net/embed/iframe/q5uz5ll025" 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>Identify how to determine filing status for divorced clients.</li> <li>Describe how children are treated for divorced clients.</li> <li>Identify the treatment of the property of divorced clients.</li> <li>Identify planning techniques available to clients during a divorce.</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>2018-07-24T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1818Basic2Federal Tax Law Topic2018-08-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z

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