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 WorkshopArlington Heights, IL - Nov. 16-17, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 16November 17F180762018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z75 W. Algonquin RoadArlington HeightsDouble Tree by Hilton Chicago - Arlington Heights847-364-7600ILhttp://doubletree3.hilton.com/en/hotels/illinois/doubletree-by-hilton-hotel-chicago-arlington-heights-CHIARDT/index.html60005Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxIL104020182018-11-16T13:00:00Z2018-11-17T13:00:00Z2018-11-16T13:00:00Z
On-Demand WebinarConquering Form 990<h3>Summary</h3> <p>Form 990, <i>Return of Organization Exempt from Income Tax</i>, can be a challenge. However, properly completing Form 990 is critical to making sure the tax-exempt status is preserved and any potential issues are avoided. In this webinar, you’ll learn how to accurately complete Form 990 to protect your clients’ tax-exempt status.</p> <p>As you may know, Form 990 has many pages accompanied with a lot of questions asking about the governance, organization and purpose of the tax-exempt organization. This course goes through all the pages of Form 990, so you can conquer the challenges that the Form presents and prepare an accurate return. </p> <iframe src="https://fast.wistia.net/embed/iframe/t8tr31prr6" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="480"></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 reporting for clients at the tax desk.</li> <li>Correctly report statements of revenue for Form 990 taxpayers.</li> <li>Correctly calculate functional expenses for Form 990 taxpayers.</li> <li>Accurately prepare the balance sheet for Form 990 taxpayers.</li> <li>Accurately complete Form 990, <i>Return of Organization Exempt from Income Tax</i>.</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>2017-05-31T04:00:00Z2017-12-31T05:00:00ZNone2017-06-09T04:00:00Z0N/AODW1706Intermediate2Federal Tax Law Topic2017-06-09T04:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLarry Zimbler, MST, EA<a href="https://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspx">https://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspx</a>Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
On-Demand WebinarCost of Ignoring AMT<h3>Summary</h3> <p>The cost of mishandling the alternative minimum tax (AMT) and its recordkeeping requirements is staggering, and your clients might not even realize it! Help protect your clients from unnecessary penalties by being able to recognize when they have to pay it. Your clients may not be concerned with the alternative minimum tax (AMT), but you can protect them by recognizing when they have to pay it. In this webinar, you will review the basics of AMT, as well as common pitfalls and consequences faced by clients with AMT. </p> <iframe src="https://fast.wistia.net/embed/iframe/8tm069gpej" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="350"></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 AMT.</li> <li>Identify AMT adjustment and preference items.</li> <li>Summarize the recordkeeping requirements for AMT.</li> <li>Describe the consequences of improper recordkeeping.</li> <li>Identify common AMT pitfalls.</li> <li>Apply common AMT situations to client scenarios.</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>2017-11-30T05:00:00Z2018-12-31T05:00:00ZNone2017-12-07T05:00:00Z0N/AODW1725Intermediate2Federal Tax Law Topic2017-12-07T05:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLarry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
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> <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 Study$58 for members and $70 for nonmembers2Federal 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
WebinarDeducting Medical Expenses 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> <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>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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1848Basic2Federal Tax Law Topic2018-09-25T04:00:00Z2018-09-27T04:00:00Z2018-10-11T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal 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 webinar20182018-09-25T04:00:00Z2018-09-27T13:00:00Z2018-10-11T04:00:00Z
On-Demand WebinarInjured Spouse or Innocent Spouse – What am I?<h3>Summary</h3> <p>With more and more divorces and second marriages taking place in America, you will probably see an increase in clients needing help with liability for former or new spouse’s tax issues. This rings particularly true for clients with blended families or tax debt. In this webinar, you will learn about injured spouse and innocent spouse. Help your clients determine whether and how they can protect their refund.</p> <p>This webinar will help tax professionals determine when a taxpayer is an injured spouse or an innocent spouse. It will address the three types of relief for innocent spouses and the completion of Form 8857 along with the completion of Form 8379 for injured spouses. </p> <iframe src="https://fast.wistia.net/embed/iframe/lzsxs704tf" 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>Differentiate between injured and innocent spouse.</li> <li>Identify the three types of relief available for an innocent spouse.</li> <li>Correctly complete Form 8857, <i>Request for Innocent Spouse Relief</i>.</li> <li>Correctly complete Form 8367, <i>Injured Spouse Allocation</i>.</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>2017-11-21T05:00:00Z2018-12-31T05:00:00ZNone2017-11-21T05:00:00Z0N/AODW1724Basic2Federal Tax Law Topic2017-11-21T05:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneLarry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
1040 WorkshopJoliet, IL - Nov. 14-15, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 14November 15F180672018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z151 N. Joliet StreetJolietHarrah's Joliet Casino Hotel815-740-7800ILhttps://www.totalrewards.com/reserve/?propCode=JOL&action=FindRooms&groupcode=NATP104#hotel/search/&action=FindRooms&propCode=JOL&adults=2&children=0&roomDetails=%5B%7B%22Adults%22%3A2%2C%22Children%22%3A0%7D%5D&tripCode=&groupCode=NATP104&arrivalDate=05/30/2018&departureDate=05/31/2018&isExpired=null&isValidOccupancy=null&__cb=152761601735860432Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxIL104020182018-11-14T13:00:00Z2018-11-15T13:00:00Z2018-11-14T13:00:00Z
1040 WorkshopLas Vegas, NV - Oct. 26-27, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZOctober 26October 27F180112018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z3645 Las Vegas Blvd. SouthLas VegasBally's Las Vegas702-967-4111NVhttps://www.caesars.com/ballys-las-vegas?utm_campaign=Yext&utm_source=yext&utm_medium=local&utm_term=Bally's&utm_content=Hotel89109Larry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxNV104020182018-10-26T12:00:00Z2018-10-27T12:00:00Z2018-10-26T12:00:00Z
1040 WorkshopMadison, WI - Nov. 12-13, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 12November 13F180622018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2266 Deming WayMadisonCourtyard by Marriott Madison West/Middleton608-203-0100WIhttps://www.marriott.com/hotels/travel/msncw-courtyard-madison-west-middleton/?scid=45f93f1b-bd77-45c9-8dab-83b6a417f6fe53562Lawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxWI104020182018-11-12T13:00:00Z2018-11-13T13:00:00Z2018-11-12T13:00:00Z
1040 WorkshopSan Diego, CA - Oct. 24-25, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZOctober 24October 25F180072018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z500 Hotel Circle NorthSan DiegoTown & Country Resort & Convention Center619-291-7131CAhttps://book.passkey.com/event/49655159/owner/27934/home92108Larry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxCA104020182018-10-24T12:00:00Z2018-10-25T12:00:00Z2018-10-24T12:00:00Z
1040 WorkshopSanta Ana, CA - Oct. 22-23, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZOctober 22October 23F180052018-10-22T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2726 S. Grand Ave.Santa AnaHoliday Inn Santa Ana – Orange County Airport714-481-6300CAhttps://www.ihg.com/holidayinn/hotels/us/en/santa-ana/jwaca/hoteldetail?cm_mmc=YextLocal-_-HI-_-US-_-JWACA92705Larry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxCA104020182018-10-22T12:00:00Z2018-10-23T12:00:00Z2018-10-22T12:00:00Z
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> <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 Study$58 for members and $70 for nonmembers2Federal 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
WebinarSpecial Tax Rules for Day Care Facilities 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> <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>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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1846Intermediate2Federal Tax Law Topic2018-09-18T04:00:00Z2018-09-20T04:00:00Z2018-10-04T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal 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, CRTPlive webinar20182018-09-18T17:00:00Z2018-09-20T13:00:00Z2018-10-04T04:00:00Z
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 Study$29 for members and $34 for nonmembers1Federal 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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