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

 

 

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 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
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
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
Online WorkshopThe Best of the 1040<h3>Summary</h3> <p>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. Go beyond your tax update by taking this in-depth course relating to unique tax situations faced by clients who have specialty occupations. 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.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Apply inflation-adjusted amounts to 2017 individual tax returns.</li> <li>Identify expired tax provisions.</li> <li>Analyze new tax laws and provide some tax tips to clients.</li> <li>Apply the latest court and IRS rulings to taxpayers’ current situations.</li> <li>Analyze new developments and provide some tax tips to clients. </li> <li>Identify the current IRS hands-on initiatives to improve the accuracy and quality of filed tax returns.</li> <li>Identify the Circular 230 rules governing individuals eligible to represent taxpayers before the Internal Revenue Service (IRS).</li> <li>Identify the rules governing unenrolled tax preparers.</li> <li>Identify common penalties assessable against tax return preparers.</li> <li>Identify due diligence requirements for the earned income tax credit (EITC).</li> <li>Summarize the reporting requirements for various specialty occupations. <li>Distinguish between an employee and an independent contractor. <li>Recognize options available for correcting misclassified workers. </li> <li>Distinguish between activities engaged in for profit and hobbies.</li> </ul> <h3>Course Details</h3> <p>Our instructor and researchers will answer your questions during the presentation. This workshop also includes e-book and access to the recorded version.</p> <p>The Online Workshop also includes a January on-demand webinar covering any last minute tax law changes affecting 2017 returns, quick reference desk card and tax law quick reference guide with flowcharts.</p>2018-01-05T05:00:00Z2018-12-31T05:00:00ZNone2018-01-05T05:00:00Z8N/AOW1801Update and Tax Law85 Federal Tax Law Update and 3 Federal Tax Law Topic2018-01-17T05:00:00ZGroup Internet Based$219 for Members and $261 for Nonmembers85 Federal Tax Law Update and 3 Federal Tax Law Topic888 TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspx5 Federal Tax Law Update and 3 Federal Tax Law Topic8 CPE for AFSP, EA, CFP®, CPA, CRTPonline workshop20182018-01-17T13:00:00Z
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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