Marilyn Meredith, EA

 
 
 

Bio

Marilyn Meredith has tax offices in Port Huron, Saint Clair and Marine City, Michigan under Meredith Tax Service.  She began her career in 1967 and has been an Enrolled Agent since 1977 when she scored in the top 10 in the nation.  Marilyn instructs for National Association of Tax Professionals (NATP), Michigan Chapter-NATP, other NATP chapters, NAEA Chapters, Working Together with the IRS in Michigan, MICPA and private firms. She has her own classes held in Michigan under “Much and More Income Tax Workshops” for training of other tax professionals.  She has served on the Michigan Chapter-NATP board of directors for 30 years.  She is on the education, newsletter, government relations, city administrators meeting and awards committees.  For Michigan Treasury she is involved in the Individual Tax Advisory Group (ITAG).  She was named to the Hall of Fame for COMPASS Christian Business Alliance in 2016.  Marilyn is a member of Colonial Woods Missionary Church.  She has been married to Ralph for 55 years.  They have 4 children, Brian, Devin, Erlinda and Renee and 8 grandchildren.

 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
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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