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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

 

 

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
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> <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> 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/AWEB1733Basic2Federal Tax Law Topic2017-09-06T04:00:00Z2017-09-07T04:00:00ZGroup 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 webinar20172017-09-06T17:00:00Z2017-09-07T13:00:00Z
WebinarInstallment Sales Gone Bad<h3>Summary</h3> <p>Some of your clients may sell their property on a land contract or act as a lender for the buyer. Generally, these sales go as planned, but what happens if the buyer defaults on the loan and the seller has to repossess the property? In this webinar, you will learn the basic procedures for reporting an installment sale, and how to report the repossession and potential resale of the property.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe an installment sale transaction.</li> <li>Correctly report an installment sale transaction.</li> <li>Outline the implications of default on an installment sale transaction.</li> <li>Accurately report a repossession of a property sold pursuant to an installment sale transaction.</li> <li>Correctly summarize the tax implications of a later sale of repossessed property.</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/AWEB1741Basic2Federal Tax Law Topic2017-10-24T04:00:00Z2017-10-26T04:00:00ZGroup 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 webinar20172017-10-24T17:00:00Z2017-10-26T13:00:00Z

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