Lawrence Zimbler, MST, EA

 
 
 

Bio

Lawrence Zimbler, MST, EA holds a BS in math, an MS in taxation, has passed the Uniform CPA Exam and holds various securities and insurance licenses. Thirty eight years of tax experience include IRS technical and managerial positions, professional tax software development and support, private practice, and teaching and writing on taxation issues. Larry is the Michigan NATP chapter vice president in charge of education. He specializes in exempt organizations and is author of the book "Introduction to Tax-Exempt Organizations and Form 990" and a member of the editorial advisory panel and a contributing writer to the NonProfit Business Advisor.

 Instructor's Courses

 

 

1040 WorkshopBranson, MO - 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 13-14F190712019-11-13T05:00:00Z2019-11-14T05:00:00Z2019-11-13T05:00:00Z200 East Main StreetBransonHilton Branson Convention Center417-336-5400MOhttps://www3.hilton.com/en/hotels/missouri/hilton-branson-convention-center-HROBCHH/index.html?SEO_id=GMB-HI-HROBCHH65616Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxMO104020192019-11-13T13:00:00Z2019-11-13T13:00:00Z2019-11-14T13:00:00Z
1040 WorkshopChesterfield, MO - 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 15-16F190802019-11-15T05:00:00Z2019-11-16T05:00:00Z2019-11-15T05:00:00Z16625 Swingley RoadChesterfieldDouble Tree by Hilton636-532-5000MOhttps://doubletree3.hilton.com/en/hotels/missouri/doubletree-by-hilton-hotel-st-louis-chesterfield-STLSCDT/index.html?SEO_id=GMB-DT-STLSCDT63017Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxMO104020192019-11-15T13:00:00Z2019-11-15T13:00:00Z2019-11-16T13:00:00Z
On-Demand WebinarCompleting Estate and Gift Tax Returns On-Demand Webinar<h3>Summary</h3> <p>There have been many changes to the estate and gift tax requirements over the last few years. Are you current on all of the updated information? This webinar will review each Forms 706 and 709, and their accompanying rules associated with completing a client’s tax return. We’ll also identify a few ways to minimize estate and gift tax due to save your clients money.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the filing requirements for Form 706.</li> <li>Outline the filing requirements for Form 709.</li> <li>Complete Form 706.</li> <li>Complete Form 709.</li> <li>Identify ways to minimize estate and gift tax due.</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/AODW1925Basic2Federal Tax Law Topic2019-09-12T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
WebinarCompleting Estate and Gift Tax Returns Webinar<h3>Summary</h3> <p>There have been many changes to the estate and gift tax requirements over the last few years. Are you current on all of the updated information? This webinar will review each Forms 706 and 709, and their accompanying rules associated with completing a client’s tax return. We’ll also identify a few ways to minimize estate and gift tax due to save your clients money.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the filing requirements for Form 706.</li> <li>Outline the filing requirements for Form 709.</li> <li>Complete Form 706.</li> <li>Complete Form 709.</li> <li>Identify ways to minimize estate and gift tax due.</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/AWEB1944Basic2Federal Tax Law Topic2019-08-27T04:00:00Z2019-08-29T04:00:00Z2019-09-12T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-08-27T17:00:00Z2019-08-29T13:00:00Z2019-09-12T04:00:00Z
1040 WorkshopConcord, NH - 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 20-21F190922019-11-20T05:00:00Z2019-11-21T05:00:00Z2019-11-20T05:00:00Z172 North Main St.ConcordHoliday Inn Concord Downtown603-224-9534NHhttps://www.ihg.com/holidayinn/hotels/us/en/concord/ccddt/hoteldetail?cm_mmc=GoogleMaps-_-HI-_-US-_-CCDDT03301Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxNH104020192019-11-20T13:00:00Z2019-11-20T13:00:00Z2019-11-21T13:00:00Z
On-Demand WebinarDeducting Medical Expenses On-Demand Webinar<h3>Summary</h3> <p>You already know what to do for the typical medical expense deductions for doctors' visits, but what about your client who has a child taking music lessons to help them with focusing — can you take a medical deduction for that? How about the nursing home expenses your client is paying for their elderly parent? In this Deducting Medical Expenses webinar, you'll learn how to navigate situations similar to these that you might not encounter in your everyday tax preparation. You'll also learn more about how to classify and deduct funds in health savings accounts and health reimbursement accounts, as well as the current status of the <i>Affordable Care Act</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/wb2j8lywsk" 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 qualified medical expenses.</li> <li>Calculate the deduction for qualified medical expenses.</li> <li>Describe health savings accounts (HSAs).</li> <li>Describe health reimbursement accounts (HRAs).</li> <li>Summarize the current status of the <i>Affordable Care Act</i>.</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>2018-09-25T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1825Basic2Federal Tax Law Topic2018-09-25T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
1040 WorkshopLakewood, CO - 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 28-29F190172019-10-28T04:00:00Z2019-10-29T04:00:00Z2019-10-28T04:00:00Z360 Union Blvd.LakewoodSheraton Denver West Hotel303-987-2000COhttps://www.marriott.com/event-reservations/reservation-link.mi?id=1549571203547&key=GRP&app=resvlink80228Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxCO104020192019-10-28T12:00:00Z2019-10-28T12:00:00Z2019-10-29T12:00:00Z
1040 WorkshopPortland, ME - 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 18-19F190862019-11-18T05:00:00Z2019-11-19T05:00:00Z2019-11-18T05:00:00Z363 Maine Mall RoadPortlandDouble Tree by Hilton207-775-6161MEhttps://doubletree3.hilton.com/en/hotels/maine/doubletree-by-hilton-hotel-portland-me-PWMMMDT/index.html?SEO_id=GMB-DT-PWMMMDT04106Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxME104020192019-11-18T13:00:00Z2019-11-18T13:00:00Z2019-11-19T13:00:00Z
On-Demand WebinarPreparing Nonprofit Form 990 On-Demand Webinar<h3>Summary</h3> <p>Form 990, <i>Return of Organization Exempt from Income Tax</i>, can be a challenge due to its length and questions about an organization’s purpose and governance. However, properly completing Form 990 is critical to making sure the tax-exempt status is preserved and any potential issues are avoided. This webinar will teach you to accurately complete Form 990 to protect your client's tax-exempt status, to calculate functional expenses and to identify additional required schedules.</p> <iframe src="https://fast.wistia.net/embed/iframe/ywwiy92fgo" title="Form 990-EZ 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 reporting requirements for program service accomplishments.</li> <li>Identify the schedules required for Form 990 and Form 990T reporting for clients at the tax desk.</li> <li>Report statements of revenue for Form 990 and Form 990T taxpayers.</li> <li>Calculate functional expenses for Form 990 and Form 990T taxpayers.</li> <li>Prepare the balance sheet for Form 990 and Form 990T taxpayers.</li> <li>Complete Form 990, <i>Return of Organization Exempt from Income Tax</i>.</li> <li>Complete Form 990T, <i>Exempt Organization Business Income Tax Return</i>.</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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1908Intermediate2Federal Tax Law Topic2019-05-23T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
1040 WorkshopSalt Lake City, UT - 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 1F190302019-10-31T04:00:00Z2019-11-01T04:00:00Z2019-10-31T04:00:00Z5151 Wiley Post WaySalt Lake CityDoubletree by Hilton Salt Lake City801-539-1515UThttps://doubletree3.hilton.com/en/hotels/utah/doubletree-by-hilton-hotel-salt-lake-city-airport-SLCARDT/index.html84116Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxUT104020192019-10-31T12:00:00Z2019-10-31T12:00:00Z2019-11-01T12:00:00Z
On-Demand WebinarSection 754 Election Mechanics On-Demand Webinar<h3>Summary</h3> <p>When a new partner enters a business by purchasing partnership interest or inheriting it, a §754 election may be made to mitigate the departing partner’s tax consequences of selling the partnership. This election can be complex and many tax practitioners are unaware of the election’s potential value. This webinar will review the pros and cons of making the election, teach you how to calculate basis adjustments required by the election and how to properly report the election to the partner and on the partner’s return.</p> <iframe src="https://fast.wistia.net/embed/iframe/x3mgu2i6fg" title="Class Lives 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>Identify what a §754 election is.</li> <li>Summarize the pros and cons to making the election.</li> <li>Identify how to properly make the election.</li> <li>Calculate basis adjustments required by the §754 election.</li> <li>Summarize properly reporting the §754 election to the partner.</li> <li>Summarize properly reporting the §754 election on the partner's return.</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/AODW1918Advanced2Federal Tax Law Topic2019-07-11T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesUnderstanding of partnershipsLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
1040 WorkshopSouth Burlington, VT - 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 22-23F191052019-11-22T05:00:00Z2019-11-23T05:00:00Z2019-11-22T05:00:00Z1712 Shelburne Rd.South BurlingtonComfort Suites802-860-1112VThttps://www.comfortsuitesburlingtonvt.com/05403Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxVT104020192019-11-22T13:00:00Z2019-11-22T13:00:00Z2019-11-23T13:00:00Z
On-Demand WebinarSpecial Tax Rules for Day Care Facilities On-Demand Webinar<h3>Summary</h3> <p>Operating a day care is different than operating another business, and it requires a unique set of knowledge and tools. Take this intermediate-level webinar to learn the special tax rules and deductions available for day care providers, including specific rules regarding reporting and home use. Whether you're looking at your day care client's expenses (i.e., food consumed or educational tools purchased) or business income, this webinar will provide you with the tools you need to distinguish what's what and how your client's income and expenses compare to other business's income and expenses.</p> <iframe src="https://fast.wistia.net/embed/iframe/64oadq759c" 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 the income and expenses of businesses.</li> <li>Identify how expenses for day cares differ from other businesses.</li> <li>Complete reporting required of day care providers.</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>2018-09-18T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1824Intermediate2Federal Tax Law Topic2018-09-18T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarUnderstanding Homeowners Associations On-Demand Webinar<h3>Summary</h3> <p>Homeowners associations (HOAs) are becoming more popular in expanding cities as homeowners look to settle down in a community-minded environment. As exempt organizations, HOAs have unique filing requirements, and it is up to you to determine whether or not your client's HOA will need to file. For example, at least 85 percent of units must be used as residential and at least 90 percent of expenses must go to support operation and maintenance of the association property. We will review the other requirements for HOAs, types of entities that can elect to be treated as HOAs and the filing requirements for them in this webinar.</p> <iframe src="https://fast.wistia.net/embed/iframe/gca5znls16" 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>Describe the requirements of homeowners associations.</li> <li>Identify the elections and entities available for homeowners associations.</li> <li>Correctly file returns required of homeowners associations.</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>2018-07-17T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1817Intermediate1Federal Tax Law Topic2018-07-17T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z

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