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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

 

 

Online WorkshopBeyond the 1040<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> <h3>Day 1 - 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>Day 2 - 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>2017-07-07T04:00:00Z2018-12-31T05:00:00ZNone2017-07-07T04:00:00Z2017-07-07T04:00:00Z8N/AOW1705BIntermediate8Federal Tax Law Topic2017-12-01T05:00:00Z2017-11-30T05:00:00ZGroup Internet Based8Federal Tax Law Topic88TaxesBasic knowledge of individual taxationKelly Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CFP®, CPA, CRTPonline workshop20172017-12-01T13:00:00Z2017-11-30T13:00:00Z
On-Demand WebinarISO vs ESPP vs NQSO vs RSU<h3>Summary</h3> <p>Can you explain the difference between an ISO, ESPP, NQSO and RSU? This webinar cuts through the alphabet soup of employee stock options, helping you provide for your higher net worth clients with complex returns. In this webinar, we’ll take a deep dive into the various types of stock options employees may receive. Gain a fuller understanding on how to determine the correct basis, how to determine the income tax effects of the stock options and properly report the disposition of client stock options.</p> <p>If you’re not quite comfortable preparing Schedule D with stock options listed on Form 1099-B, this is the webinar for you. The various stock options employees may receive include statutory or qualified stock options, such as incentive stock options (ISOs) and employee stock purchase plans (ESPPs), nonqualified stock options (NQSOs) and restricted stock units (RSUs). On top of gaining a fuller understanding of these options, you’ll also learn how to calculate gain when exercised, and whether or not the gain is qualified and subject to long term gain treatment, or nonqualified and taxed as ordinary income as additional wages. We’ll also walk through how to report the stock option disposition from Form 1099-B to Schedule D.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the common types of employee stock option plans available.</li> <li>Accurately compute basis of the common types of employee stock options.</li> <li>Explain the proper calculation and reporting of income associated with the grant, vesting and exercise of an employee stock option.</li> <li>Correctly classify the income associated with employee stock options.</li> <li>Report the disposition of employer stock acquired via a stock option.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Q&A transcript. CPE is issued after exam is successfully completed.</p>2017-08-31T04:00:00Z2018-12-31T05:00:00ZNone2017-08-31T04:00:00Z0N/AODW1717Intermediate2Federal Tax Law Topic2017-08-31T04:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxKelly Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
WebinarISO vs. ESPP vs. NQSO vs. RSU<h3>Summary</h3> <p>Can you explain the difference between an ISO, ESPP, NQSO and RSU? This webinar cuts through the alphabet soup of employee stock options, helping you provide for your higher net worth clients with complex returns. In this webinar, we’ll take a deep dive into the various types of stock options employees may receive. Gain a fuller understanding on how to determine the correct basis, how to determine the income tax effects of the stock options and properly report the disposition of client stock options.</p> <p>If you’re not quite comfortable preparing Schedule D with stock options listed on Form 1099-B, this is the webinar for you. The various stock options employees may receive include statutory or qualified stock options, such as incentive stock options (ISOs) and employee stock purchase plans (ESPPs), nonqualified stock options (NQSOs) and restricted stock units (RSUs). On top of gaining a fuller understanding of these options, you’ll also learn how to calculate gain when exercised, and whether or not the gain is qualified and subject to long term gain treatment, or nonqualified and taxed as ordinary income as additional wages. We’ll also walk through how to report the stock option disposition from Form 1099-B to Schedule D.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the common types of employee stock option plans available.</li> <li>Accurately compute basis of the common types of employee stock options.</li> <li>Explain the proper calculation and reporting of income associated with the grant, vesting and exercise of an employee stock option.</li> <li>Correctly classify the income associated with employee stock options.</li> <li>Report the disposition of employer stock acquired via a stock option.</li> </ul> <h3>Course Details</h3> <p> Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1731Intermediate2Federal Tax Law Topic2017-08-30T04:00:00Z2017-08-31T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxKelly Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-08-30T17:00:00Z2017-08-31T13:00:00Z
Online WorkshopThe Essential 1040<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> <h3>Day 1 - 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>Day 2 - 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>2017-07-07T04:00:00Z2018-12-31T05:00:00ZNone2017-07-07T04:00:00Z2017-07-07T04:00:00Z6N/AOW1705AUpdate86 Federal Tax Law Update, 2 Ethics2017-11-30T05:00:00Z2017-11-30T05:00:00ZGroup Internet Based86 Federal Tax Law Update, 2 Ethics882 Taxes, 2 Regulatory EthicsNoneKelly Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspx6 Federal Tax Law Update, 2 Ethics8 CPE for AFSP, EA, CFP®, CPA, CRTPonline workshop20172017-11-30T13:00:00Z2017-11-30T13:00:00Z

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