Randy Lawshé, EA, MBA

 
 
 

Bio

Randy Lawshé is an Enrolled Agent (EA) who holds a B.A. degree in management and an M.B.A. degree with a concentration in marketing and finance from Southeastern Louisiana University. After working for H&R Block, Inc., she now owns two H&R franchises where she is also licensed for mortgages and financial services. Randy serves on the Board for the Louisiana Chapter of NATP, as well as holding leadership positions in other business organizations.

 Instructor's Courses

 

 

On-Demand WebinarHRA Tax Compliance On-Demand Webinar<h3>Summary</h3> <p>Health reimbursement arrangements (HRAs) can be provided by employers to reimburse employees for out-of-pocket medical expenses, tax-free. However, the implementation of the Affordable Care Act (ACA) drastically changed the way HRAs are offered. In this webinar, you’ll learn the benefits of HRAs and what plan administrators must do to keep an HRA compliant with the ACA. We’ll also walk through options for small employers who still want to offer some health benefits.</p><iframe src="https://fast.wistia.net/embed/iframe/l49srj7l1u" title="What is an HRA? Video" 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>Summarize the benefits and rules of establishing and operating an HRA.</li> <li>Identify how HRAs are affected by the ACA.</li> <li>Summarize the benefits and rules of establishing and operating a QSEHRA.</li> <li>Recognize which employers qualify for QSEHRAs.</li> <li>Identify how QSEHRAs are affected by the ACA.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1932Basic2Federal Tax Law Topic2019-11-27T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarPrimary Residence Tax Transactions On-Demand Webinar<h3>Summary</h3> <p>Some taxpayers will live in and use their primary residence solely as their personal property, but some choose to rent it out or convert part of their house into a home office. There are certain tax implications that come along with these changes including how to determine the gain and loss on the sale of a primary residence converted to rental property. This webinar will go through how to determine if the Section 121 exclusion is available to your client, how to calculate the correct amount that can be excluded and how to use a Section 1031 exchange on the depreciation recapture for a home office.</p><iframe src="https://fast.wistia.net/embed/iframe/spplwje6nq" title="Gain and Loss Video" 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>Calculate the gain or loss on a primary residence converted to a rental property.</li> <li>Determine if capital gain on the sale of a residence can be excluded under §121.</li> <li>Calculate the available §121 exclusion on a previously rented primary residence.</li> <li>Review Form 8949 for the sale of a primary residence.</li> <li>Analyze Form 4797 for the sale of a primary residence with business use.</li> <li>Utilize a §1031 exchange for a primary residence with a home office.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1929Intermediate2Federal Tax Law Topic2019-11-06T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarQBI Review On-Demand Webinar<h3>Summary</h3> <p>After a year of applying the qualified business income (QBI) deduction under our belts, we have a better understanding of how it impacts our business clients. During this workshop we will briefly review the requirements for the deduction, summarize additional guidance provided by the IRS over the past few months including the safe harbor provisions for rental properties, and apply those concepts to case studies. By the end, you’ll have a better understanding of the deduction’s benefits and limitations and be able to more accurately and effectively apply this deduction to your client’s 2019 returns. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline §199A deduction and how it works.</li> <li>Apply the threshold limits and how wages and qualified property impact the calculation.</li> <li>Identify basic taxpayer information necessary to complete an average taxpayer's Form 1040.</li> <li>Recommend when a client should or should not aggregate trade or businesses for purposes of §199A.</li> <li>Recognize the safe harbor requirements for rental activities.</li> </ul> <h3>Course Details</h3> <p>This course includes a student handout and an online workshop recording.</p>2019-06-05T04:00:00Z2019-12-31T05:00:00ZNone2019-04-15T04:00:00Z0N/AODW1943Intermediate4Federal Tax Law Topic2019-07-24T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $112 | Basic: $142 | Nonmember: $1494Federal Tax Law Topic44TaxesKnowledge of federal income taxRandy Lawshé, EA<a href="https://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspx">https://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspx</a>Federal Tax Law Topic4 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
On-Demand WebinarQBI and Choosing a Business Entity On-Demand Webinar<h3>Summary</h3> <p>In this on-demand webinar, we’ll review Qualified Business Income (QBI) from the standpoint of the entity and complete several case studies that involve QBI and decisions related to entity selection. Help your business clients navigate the changing tax laws to maximize deductions for partners and shareholders.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the new rules regarding Qualified Business Income (QBI). </li> <li>Identify which taxpayers can take the deduction for QBI.</li> <li>Calculate QBI.</li> <li>Calculate the QBI deduction.</li> <li>Identify the filing requirements for entities passing through QBI to partners or shareholders.</li> <li>Correctly report income and expenses to adhere to new QBI rules.</li> <li>Complete Forms 1065 and 1120S for clients with QBI.</li> <li>Apply entity selection knowledge to case studies.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the e-book, exam questions, live webinar recording with review questions, and supplemental materials. CPE is issued after exam is successfully completed.</p>2018-05-15T04:00:00Z2019-12-31T05:00:00ZNone2018-05-16T04:00:00Z0N/AODW1838BIntermediate8Federal Tax Law Topic2018-05-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal income taxationRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarS & C Corp Shareholder Basis On-Demand Webinar<h3>Summary</h3> <p>When preparing returns for clients with S and C corporations, there are a few things to keep in mind. For example, while technically it is the shareholder’s responsibility to keep track of their basis in corporation stock, tax preparers will evidently have to use that amount to determine tax consequences of distributions. If your client doesn't keep track of it, the code presumes the basis to be zero, which means you can’t assume their stock basis is equal to retained earnings. Instead of gambling on their calculations, you can learn to tackle them yourself through this webinar, which will help you learn to calculate corporation basis through the use of special case studies.</p> <iframe src="https://fast.wistia.net/embed/iframe/t5rio9pdoq" 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>Identify initial basis in S corporation stock.</li> <li>Identify adjustments to S corporation stock basis.</li> <li>Identify basis in C corporation stock.</li> <li>Identify adjustments to C corporation stock basis.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-09-11T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1823Basic2Federal Tax Law Topic2018-09-11T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarS Corporations 101 On-Demand Webinar<h3>Summary</h3> <p>Many taxpayers use S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. As a first-time S corporation tax preparer, you will likely have a lot of questions – how is an S corporation identified? What are eligibility requirements? What are common forms needed for preparing an S corporation return? How do I determine total assets? This course is perfect for tax professionals looking to add the preparation of S corporation returns to their business.</p> <iframe src="https://fast.wistia.net/embed/iframe/fflry76khr" 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 requirements for S corporations.</li> <li>Describe the taxation of an S corporation.</li> <li>Correctly report income of an S corporation.</li> <li>Correctly report expenses of an S corporation.</li> <li>Complete a simple Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>. </li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-06-19T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1814Basic2Federal Tax Law Topic2018-06-19T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Impacts of Selling Your Business On-Demand Webinar<h3>Summary</h3> <p>As your business clients grow, they may begin to consider selling their businesses. In this webinar, you'll learn about the tax impacts your client may face when selling their business via an asset sale, stock sale or liquidation. We will also compare the tax impacts of each method, so you can help your client select the best succession option possible.</p> <iframe src="https://fast.wistia.net/embed/iframe/e5de4xfe8m" 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 impact of the sale of a business through an asset sale.</li> <li>Describe the impact of the sale of a business through a stock sale.</li> <li>Describe the impact of the sale of a business through liquidation.</li> <li>Differentiate between the different methods of selling a business.</li> <li>Complete tax returns for clients selling their businesses.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-10-02T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1826Advanced2Federal Tax Law Topic2018-10-02T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Business TaxationRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Reform Impact on S Corps & Partnerships On-Demand Webinar<h3>Summary</h3> <p>The <i>Tax Cuts and Jobs Act</i> affects most small businesses, which presents an additional opportunity to assist your clients in maximizing tax savings. On the first day of our business tax workshops, learn about partnerships and S corporations, their elections and adjustments, as well as how the new tax law affects them.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the taxation of partnerships.</li> <li>Identify the effects of partnership elections.</li> <li>Calculate required basis adjustments.</li> <li>Identify adjustments to be made on Form 1065, Schedules M-1 and M-2.</li> <li>Describe the taxation of S corporations.</li> <li>Compute and report the built-in gains tax.</li> <li>Compare and contrast AAA, stock basis and retained earnings.</li> <li>Identify the effects of S corporation elections.</li> <li>Compute and report the built-in gains tax.</li> <li>Calculate required basis adjustments.</li> <li>Compare and contrast AAA, stock basis and retained earnings.</li> <li>Identify the effects of S corporation elections.</li> <li>Identify adjustments to be made on Form 1120S, Schedules M-1 and M-2.</li> <li>Identify the provisions of the <i>Tax Cuts and Jobs Act</i> that affect S corporation taxation.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the e-book, exam questions, live webinar recording with review questions, and supplemental materials. CPE is issued after exam is successfully completed.</p>2018-05-15T04:00:00Z2019-12-31T05:00:00ZNone2018-05-16T04:00:00Z0N/AODW1838AUpdate8Federal Tax Law Update2018-05-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Update88TaxesBasic knowledge of federal income taxationRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Update8 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Reform NOL Changes On-Demand Webinar<h3>Summary</h3> <p>The goal of every business owner is to make a profit, but sometimes losses do occur. As a tax professional, you must know how to handle net operating losses (NOLs) when this happens. Not all business losses result in NOLs at the individual taxpayer level, but you need to know what qualifies as a NOL and how to properly calculate and report it. We’ll also review new options taxpayers have under the <i>Tax Cuts and Jobs Act</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/sn1xotq987" title="Business Vs Nonbusiness Example Video" 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>Identify if a business or individual has incurred an NOL.</li> <li>Calculate the amount of the NOL.</li> <li>Identify how to report the NOL properly.</li> <li>Compare and contrast the rules prior to and after the TCJA.</li> <li>Recognize when an NOL can be carried back under the TCJA rules.</li> <li>Compute the NOL deduction for each taxpayer when there is a filing status change.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1924Intermediate2Federal Tax Law Topic2019-09-04T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z

 
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