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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

 

 

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> <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> 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/AWEB1709Intermediate2Federal Tax Law Topic2017-05-23T04:00:00Z2017-05-25T04:00:00ZGroup Internet Based$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, CRTPlive webinar20172017-05-23T17:00:00Z2017-05-25T13:00:00Z
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 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> <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> 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/AWEB1745Basic2Federal Tax Law Topic2017-11-07T05:00:00Z2017-11-09T05:00:00ZGroup Internet Based$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, CRTPlive webinar20172017-11-07T18:00:00Z2017-11-09T14:00:00Z
On-Demand WebinarLiquidating an S Corporation<h3>Summary</h3> <p>When an S corporation stops operations, the liquidation process is not as simple of a task as one may think for tax purposes. Take this webinar to learn the process of liquidating an S corporation for tax purposes. Once an S corporation liquidates, the task may not be over. Occasionally issues arise after liquidation the shareholder must report. Learn how to handle these situations so they don’t catch you off guard when you encounter them.</p> <iframe src="//fast.wistia.net/embed/iframe/nnrrwrx308" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="135"></iframe> <script src="//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>Determine when a liquidation occurs.</li> <li>Identify the tax consequences of a liquidation at the S corporation level.</li> <li>Identify the tax consequences of a liquidation at the shareholder level.</li> <li>Properly report the liquidation.</li> <li>Determine proper treatment of transactions that occur after liquidation.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZKnowledge of federal income taxation2016-07-08T04:00:00Z0N/AODW1608Intermediate2Federal Tax Law Topic2016-07-08T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesCalculate S Shareholder Stock Basis AnnuallyLarry Zimbler, MST, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
Tax WorkshopS Corporation Workshop - Cherry Hill, NJ - August 23-24, 2017<h3>Preparing S Corporations</h3> <p>Many taxpayers utilize S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. This course is for tax professionals adding the preparation of S corporation returns to their business, and for tax professionals simply looking to get up to speed on the most common areas of S corporation taxation. If you are one of these tax professionals, take this course to receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the schedules that accompany this form. This course guides you through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Intermediate S Corporations</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</p> <h3>Course Details </h3> <p>You’ll receive a textbook on-site at the workshop when you check in. If you’d prefer to review the material prior, you will have access to the e-book in <a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">My Course Materials</a>.</p>2017-04-18T04:00:00Z2017-12-31T05:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00ZCherry HillTW17122017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2175 West Marlton PikeCherry HillHoliday Inn Cherry Hill(856) 873-5000NJhttps://www.ihg.com/holidayinn/hotels/us/en/cherry-hill/chhnj/hoteldetail?cm_mmc=YextLocal-_-USA-_-CHHNJ08002Larry Zimblerhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxNJlive workshop20172017-08-23T12:00:00Z2017-08-23T12:00:00Z2017-08-24T12:00:00Z
Tax WorkshopS Corporation Workshop - Lancaster, PA - August 21-22, 2017<h3>Preparing S Corporations</h3> <p>Many taxpayers utilize S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. This course is for tax professionals adding the preparation of S corporation returns to their business, and for tax professionals simply looking to get up to speed on the most common areas of S corporation taxation. If you are one of these tax professionals, take this course to receive the knowledge necessary to accurately prepare Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>, and the schedules that accompany this form. This course guides you through the actual preparation of Form 1120S in an illustrative example starting with a trial balance.</p> <h3>Intermediate S Corporations</h3> <p>This hands-on course is ideal for tax professionals who have prepared S corporation returns and are looking to improve their skills to better assist clients with their continuing needs. In order to become more proficient in S corporations, it is imperative to know more than how to prepare Form 1120S. Topics covered include reasonable compensation, built-in-gains tax, distributions, shareholder basis, shareholder loss limitations, ownership changes, and liquidation issues.</p> <h3>Course Details </h3> <p>You’ll receive a textbook on-site at the workshop when you check in. If you’d prefer to review the material prior, you will have access to the e-book in <a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">My Course Materials</a>.</p>2017-04-18T04:00:00Z2017-12-31T05:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00ZLancasterTW17092017-04-18T04:00:00Z2017-04-18T04:00:00Z2017-04-18T04:00:00Z2400 Willow Street PikeLancasterDouble Tree by Hilton Lancaster(717) 464-2711PAhttp://doubletree3.hilton.com/en/hotels/pennsylvania/doubletree-resort-by-hilton-hotel-lancaster-LNSWVDT/index.html#17602Larry Zimblerhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxPAlive workshop20172017-08-21T12:00:00Z2017-08-21T12:00:00Z2017-08-22T12:00:00Z
On-Demand WebinarShareholder K-1 to Form 1040<h3>Summary</h3> <p>Individuals who are shareholders in an S corporation receives a Schedule K-1 reporting their share of the corporation’s income, deductions, credits, etc. The information provided on Schedule K-1 is important to the correct completion of the shareholders individual income tax return. This webinar provides you with the knowledge to report items from Schedule K-1 onto the shareholder’s individual income tax return.</p> <iframe src="//fast.wistia.net/embed/iframe/0ka416axau" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="130"></iframe> <script src="//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 elections made at the shareholder level (versus the ones made at the S corporation level).</li> <li>Describe the various items reported on Schedule K-1.</li> <li>Report Schedule K-1 information on the shareholder’s return.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-09-27T04:00:00Z2017-12-31T05:00:00ZNone2016-09-27T04:00:00Z0N/AODW1615Basic2Federal Tax Law Topic2016-09-27T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneLarry Zimbler, MST, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z
On-Demand WebinarThe Nuts and Bolts of Nonprofits<h3>Summary</h3> <p>Section 501 of the Internal Revenue Code exempts certain organizations from tax. Tax professionals need to know the requirements for an organization to become exempt and stay exempt from tax. Attend this webinar to learn these requirements so you can better serve your tax-exempt clients.</p> <iframe src="//fast.wistia.net/embed/iframe/3f35eacl2y" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="135"></iframe> <script src="//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 steps an organization takes for obtaining tax-exempt status.</li> <li>Identify the annual reporting requirements of a tax-exempt organization.</li> <li>Determine if the tax-exemption organization has any unrelated business taxable income.</li> <li>Assist an organization whose tax-exempt status has been revoked.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-12-01T05:00:00Z2017-12-31T05:00:00ZNone2016-05-16T14:00:00Z0N/AODW1601Basic2Federal Tax Law Topic2016-05-16T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneLarry Zimbler, MST, EAhttp://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z

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