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

 

 

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> <iframe src="https://fast.wistia.net/embed/iframe/etctd7ivrn" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="348"></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>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>2017-11-15T05:00:00Z2018-12-31T05:00:00ZNone2017-11-16T05:00:00Z0N/AODW1723Basic2Federal Tax Law Topic2017-11-16T05:00:00ZQAS 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
1040 WorkshopEast Lansing, MI - 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 25F180092018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z300 M. A. C. Ave.East LansingEast Lansing Marriott at University Place517-337-4440MIhttps://www.marriott.com/meeting-event-hotels/group-corporate-travel/groupCorp.mi?resLinkData=NATP%201040%20Workshop%5ELANEA%60NATNATA%7CNATNATB%60172.00%60USD%60false%604%6010/23/18%6010/25/18%6009/24/18&app=resvlink&stop_mobi=yes48823Marilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith,EA.aspxMI104020182018-10-24T12:00:00Z2018-10-25T12:00:00Z2018-10-24T12:00:00Z
1040 WorkshopGrand Rapids, MI - Nov. 7-8, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 7November 8F180502018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z3063 Lake Eastbrook Blvd. SEGrand RapidsHoliday Inn Grand Rapids Airport616-285-7600MIhttps://www.ihg.com/holidayinn/hotels/us/en/grand-rapids/grrpd/hoteldetail?cm_mmc=YextLocal-_-HI-_-US-_-GRRPD49512Marilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith,EA.aspxMI104020182018-11-07T13:00:00Z2018-11-08T13:00:00Z2018-11-07T13:00:00Z
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
1040 WorkshopLivonia, MI - Nov. 5-6, 20182018-05-01T04:00:00Z2018-12-31T05:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00ZNovember 5November 6F180422018-05-01T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z17100 Laurel Park Dr. NorthLivoniaDetroit Marriott Livonia734-462-3100MIhttps://www.marriott.com/meeting-event-hotels/group-corporate-travel/groupCorp.mi?resLinkData=NATP%201040%20Workshop%5Edtwli%60natnata%60129%60USD%60false%602%6011/4/18%6011/6/18%6010/15/18&app=resvlink&stop_mobi=yes48152Marilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith,EA.aspxMI104020182018-11-05T13:00:00Z2018-11-06T13:00:00Z2018-11-05T13:00:00Z
1040 WorkshopMt. Pleasant, MI - 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 23F180022018-10-22T04:00:00Z2018-05-01T04:00:00Z2018-05-01T04:00:00Z2400 East Campus Drive.Mt. PleasantCourtyard by Marriott Mt. Pleasant at Central Michigan University989-773-1444MIhttps://www.marriott.com/hotels/travel/mbscy-courtyard-mt-pleasant-at-central-michigan-university/48858Marilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith,EA.aspxMI104020182018-10-22T12:00:00Z2018-10-23T12:00:00Z2018-10-22T12:00:00Z

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