Marilyn Meredith, EA

 
 
 

Bio

Marilyn Meredith has tax offices in Port Huron, St Clair, and Marine City, Michigan. She has been an enrolled agent since 1977 and has her Series 7 and 63 Securities Licenses with Sigma Financial. Marilyn instructs for NATP, Michigan-NATP, other NATP chapters, NAEA chapters, and private firms as well as her own classes under Much & More Income Tax Workshops. She serves on the Michigan-NATP board of directors, serving on a number of committees, and is on the Michigan Treasury Advisory Council. She is also on the National Board of Missionary Investment Fund and does investment counseling for those in financial trouble. She is a member of COMPASS and St. Clair Christian Business Group. She began her tax career in 1967 and has been a member of NATP for over 30 years.

 Instructor's Courses

 

 

1040 Workshop1040 Workshops - Fort Wayne, IN - November 8-9, 2017<h3> 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>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, cannabis 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> <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="<a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses</a>">My Course Materials</a>. The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZFort WayneF170522017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z1313 W. Washington Center Rd.Fort WayneDon Hall's Guesthouse(260) 489-2425INhttp://www.donhallsguesthouse.com/46825Marilyn Meredithhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxIN104020172017-11-08T13:00:00Z2017-11-08T13:00:00Z2017-11-09T13:00:00Z
1040 Workshop1040 Workshops - Indianapolis, IN - November 6-7, 2017<h3> 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>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, cannabis 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> <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="<a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses</a>">My Course Materials</a>. The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZIndianapolisF170462017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z7202 East 21 StreetIndianapolisMarriott Indianapolis East(317) 352-1231INhttp://www.marriott.com/hotels/travel/inddt-indianapolis-marriott-east/46219Marilyn Meredithhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxIN104020172017-11-06T13:00:00Z2017-11-06T13:00:00Z2017-11-07T13:00:00Z
1040 Workshop1040 Workshops - Lisle, IL - October 23-24, 2017<h3> 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>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, cannabis 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> <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="<a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses</a>">My Course Materials</a>. The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZLisleF170032017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z3000 Warrenville RoadLisleSheraton Lisle Hotel(630) 577-6000ILhttp://www.starwoodhotels.com/sheraton/property/overview/index.html?propertyID=401160532Marilyn Meredithhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxIL104020172017-10-23T12:00:00Z2017-10-23T12:00:00Z2017-10-24T12:00:00Z
1040 Workshop1040 Workshops - Rapid City, SD - October 26-27, 2017<h3> 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>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, cannabis 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> <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="<a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses</a>">My Course Materials</a>. The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZRapid CityF170132017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z815 E. Mall DriveRapid CityHilton Garden Inn(605) 791-9000SDhttp://hiltongardeninn3.hilton.com/en/hotels/south-dakota/hilton-garden-inn-rapid-city-RAPGIGI/index.html#57701Marilyn Meredithhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxSD104020172017-10-26T12:00:00Z2017-10-26T12:00:00Z2017-10-27T12:00:00Z
1040 Workshop1040 Workshops - South Bend, IN - November 10-11, 2017<h3> 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>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, cannabis 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> <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="<a href="http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses">http://www2.natptax.com/eWeb/DynamicPage.aspx?WebCode=AbsorbRedirector&_redirect=courses</a>">My Course Materials</a>. The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.</p>2017-05-01T04:00:00Z2017-12-31T05:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00ZSouth BendF170552017-05-01T04:00:00Z2017-05-01T04:00:00Z2017-05-01T04:00:00Z53995 Indiana State Route 933South BendHilton Garden Inn South Bend(574) 232-7700INhttp://hiltongardeninn3.hilton.com/en/hotels/indiana/hilton-garden-inn-south-bend-SBNINGI/index.html#46637Marilyn Meredithhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxIN104020172017-11-10T13:00:00Z2017-11-10T13:00:00Z2017-11-11T13:00:00Z
WebinarClergy Quirks<h3>Summary</h3> <p>Preparing taxes for clergy can be quirky—if you serve clients who are members of the clergy, this is the course for you! How a member of the clergy reports income, expenses and credits is unique compared to a typical individual tax return. In this webinar, you’ll learn how to determine who is considered clergy, how to determine and report clergy income and how to properly report their housing allowance.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine whether a taxpayer is considered a member of the clergy.</li> <li>Identify various potential sources of clergy members’ income. </li> <li>Correctly allocate expenses among the various sources of clergy income.</li> <li>Describe the potential tax impact of housing allowances.</li> <li>Determine the tax impact of electing out of self-employment tax.</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/AWEB1743Basic2Federal Tax Law Topic2017-10-31T04:00:00Z2017-11-02T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneMarilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-31T17:00:00Z2017-11-02T13:00:00Z
On-Demand WebinarClergy Quirks<h3>Summary</h3> <p>Preparing taxes for clergy can be quirky—if you serve clients who are members of the clergy, this is the course for you! How a member of the clergy reports income, expenses and credits is unique compared to a typical individual tax return. In this webinar, you’ll learn how to determine who is considered clergy, how to determine and report clergy income and how to properly report their housing allowance.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine whether a taxpayer is considered a member of the clergy.</li> <li>Identify various potential sources of clergy members’ income. </li> <li>Correctly allocate expenses among the various sources of clergy income.</li> <li>Describe the potential tax impact of housing allowances.</li> <li>Determine the tax impact of electing out of self-employment tax.</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>2017-11-15T05:00:00Z2018-12-31T05:00:00ZNone2017-11-15T05:00:00Z0N/AODW1723Basic2Federal Tax Law Topic2017-11-15T05:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneMarilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
On-Demand WebinarHSA Contributions and Distributions<h3>Summary</h3> <p>As high deductible health plans (HDHPs) become more and more commonplace, you’ll find an increase in clients opening health savings accounts (HSAs). There’s no question that your clients will have questions on these accounts—make sure you’re prepared to have answers. In this webinar, you will learn the basics of HDHPs and HSAs. You will learn about contributions, distributions and penalties associated with HSAs.</p> <p>With there being such an increase in HSAs, to properly serve your clients, you need to understand when taxpayers are allowed to opens an HSA, who can contribute, what they can contribute, how much can be taken out, what happens if they change employers—the list goes on. This webinar addresses these questions along with distribution strategies and the consequences of not following the rules.</p> <iframe src="https://fast.wistia.net/embed/iframe/ho7uolxnub" 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 eligibility requirements for HSAs.</li> <li>Correctly calculate a client’s contribution limits.</li> <li>Identify qualified expenses.</li> <li>Outline the effects of changes of employment on HSAs.</li> <li>Describe the testing periods associated with HSAs.</li> <li>Describe the penalties associated with HSAs.</li> <li>Correctly report contributions, distributions and adjustments related to HSAs.</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>2017-09-15T04:00:00Z2018-12-31T05:00:00ZNone2017-09-15T04:00:00Z0N/AODW1718Basic2Federal Tax Law Topic2017-09-15T04:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneMarilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z

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