Steve O'Rourke, EA

 
 
 

Bio

Steve O’Rourke is an enrolled agent and has over 25 years of experience teaching seminars for NATP. He also owns and operates a tax and accounting practice which currently services more than 2,300 clients. Steve has over 35 years of experience in tax preparation and related fields. He earned his Bachelor of Business Administration (BBA) degree from the University of Wisconsin-Oshkosh. In 2002, Steve completed serving a three-year term on the NATP Board of Directors.

 Instructor's Courses

 

 

On-Demand WebinarAre you Ready for Tax Season?<h3>Summary</h3> <p>What does the 2018 filing season hold for you? Let us help you embrace the last-minute tax law changes and new case law developments with our Welcome to the 2018 Tax Season webinar. You’ll examine the most recent key tax law changes that you need to know to prepare your clients’ 2017 income tax returns. Not only will this webinar provide you with the most up-to-date tax law, but it will also cover significant provisions that have expired or been extended.</p> <p>Attend this valuable webinar to ensure you’re up to speed for the upcoming tax season and able to properly advise your clients.</p> <iframe src="https://fast.wistia.net/embed/iframe/723ix3g4di" 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>Summarize key new tax law changes.</li> <li>Identify significant provisions that have expired or been extended temporarily or permanently.</li> <li>Analyze and summarize any new tax laws and provide some tax tips to your clients.</li> <li>Comply with expanded due diligence requirements for the child tax credit and American opportunity tax credit.</li> <li>Summarize changes to Forms 1098 and 1098-T.</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>2017-12-18T05:00:00Z2018-12-31T05:00:00ZNone2018-01-09T05:00:00Z0N/AODW1801Update2Federal Tax Law Topic2018-01-09T05:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesBasic knowledge of federal taxationSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182018-12-31T05:00:00Z
On-Demand WebinarEA Exam Review Course Part I: Individuals On-Demand Webinar<h3>Summary</h3> <p>Ready to take the next step in your career and earn your EA designation? This on-demand webinar will help you prepare for and pass Part I: Individuals of the IRS Special Enrollment Examination (SEE) exam. Part I covers individuals; individual income, deductions and credits; individual taxation; estate tax, gift tax, and FBAR. All references to the examination and this course are to the Internal Revenue Code as amended through Dec. 31, 2017, and are applicable for those taking the exam between May 1, 2018, and Feb. 28, 2019.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Assess information from the prior year return to thoroughly report current year information.</li> <li>Identify criteria that require a taxpayer to file an income tax return to comply with federal law.</li> <li>Determine if an individual meets the definition of a qualifying child or a qualifying relative so the taxpayer can claim the person as a dependent.</li> <li>Identify items of reportable income and expenses for individual taxpayers.</li> <li>Calculate taxable income from retirement plan or IRA distributions to provide the taxpayer with maximum basis recovery.</li> <li>Differentiate between a refundable credit and a nonrefundable credit to provide the taxpayer with the minimum tax due.</li> <li>Categorize the sale or disposition of assets to properly classify and report gain or loss.</li> <li>Explain the tax consequences of gifting either cash or property.</li> <li>Identify the primary filing obligations concerning a deceased taxpayer.</li> <li>Recognize when reporting is required for foreign accounts.</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes: <ul> <li>E-book</li> <li>Online workshop recording</li> <li>Study guides</li> <li>Interactive exercises and review questions</li> <li>Electronic flashcards</li> <li>Practice exams</li> </ul>2018-04-01T04:00:00Z2019-02-28T05:00:00ZNone2018-06-06T04:00:00Z0N/AODW1835Intermediate5Federal Tax Law Topic2018-04-16T04:00:00ZQAS Self Study$145 for members and $169 for nonmembers5Federal Tax Law Topic00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A5 CPE for AFSP, CRTPon-demand webinar20182019-02-28T05:00:00Z
Online WorkshopEA Exam Review Course Part I: Individuals Online Workshop<h3>Summary</h3> <p>Ready to take the next step in your career and earn your EA designation? This online workshop will help you prepare for and pass Part I: Individuals of the IRS Special Enrollment Examination (SEE) exam. Part I covers individuals; individual income, deductions and credits; individual taxation; estate tax, gift tax, and FBAR. All references to the examination and this course are to the Internal Revenue Code as amended through Dec. 31, 2017, and are applicable for those taking the exam between May 1, 2018, and Feb. 28, 2019.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Assess information from the prior year return to thoroughly report current year information.</li> <li>Identify criteria that require a taxpayer to file an income tax return to comply with federal law.</li> <li>Determine if an individual meets the definition of a qualifying child or a qualifying relative so the taxpayer can claim the person as a dependent.</li> <li>Identify items of reportable income and expenses for individual taxpayers.</li> <li>Calculate taxable income from retirement plan or IRA distributions to provide the taxpayer with maximum basis recovery.</li> <li>Differentiate between a refundable credit and a nonrefundable credit to provide the taxpayer with the minimum tax due.</li> <li>Categorize the sale or disposition of assets to properly classify and report gain or loss.</li> <li>Explain the tax consequences of gifting either cash or property.</li> <li>Identify the primary filing obligations concerning a deceased taxpayer.</li> <li>Recognize when reporting is required for foreign accounts.</li> </ul> <h3>Course Details</h3> <p>This online workshop includes: <ul> <li>E-book</li> <li>Online workshop recording</li> <li>Study guides</li> <li>Interactive exercises and review questions</li> <li>Electronic flashcards</li> <li>Practice exams</li> </ul>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-11T04:00:00Z0N/AOW1803Intermediate5Federal Tax Law Topic2018-05-23T04:00:00Z2018-06-06T04:00:00ZGroup Internet Based$145 for members and $169 for nonmembers5Federal Tax Law Topic00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A5 CPE for AFSP, CRTPonline workshop20182018-05-23T12:00:00Z2018-06-06T04:00:00Z
On-Demand WebinarEA Exam Review Course Part II: Businesses On-Demand Webinar<h3>Summary</h3> <p>This course will help you prepare for and pass Part II: Businesses of the Special Enrollment Examination (SEE) to earn your EA designation by reviewing and learning about business entities; business income, expenses, deductions, and credits; trust and estate tax returns; exempt organizations; retirement plans; and farmers. All references to the examination and this course are to the Internal Revenue Code as amended through Dec. 31, 2017, and is applicable for those taking the exam between May 1, 2018 and Feb. 28, 2019.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Differentiate between different types of business structures to assist taxpayers in choosing a business entity.</li> <li>Categorize business income and business expenses for proper reporting.</li> <li>Calculate asset depreciation to account for wear and tear on assets.</li> <li>Distinguish items that affect basis in the entity from items that do not affect basis so to properly allow business losses.</li> <li>Analyze how tax requirements and limitations affect business tax planning.</li> <li>Evaluate business records to adhere to recommended recordkeeping procedures.</li> <li>Analyze trust documents to determine appropriate filing procedures.</li> <li>Describe provisions unique to farmers and other specialized taxpayers.</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes: <ul> <li>E-book</li> <li>Online workshop recording</li> <li>Study guides</li> <li>Interactive exercises and review questions</li> <li>Electronic flashcards</li> <li>Practice exams</li> </ul>2018-04-16T04:00:00Z2019-02-28T05:00:00ZNone2018-06-13T04:00:00Z0N/AODW1836Intermediate5Federal Tax Law Topic2018-04-16T04:00:00ZQAS Self Study$145 for members and $169 for nonmembers5Federal Tax Law Topic00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A5 CPE for AFSP, CRTPon-demand webinar20182019-02-28T05:00:00Z
Online WorkshopEA Exam Review Course Part II: Businesses Online Workshop<h3>Summary</h3> <p>This course will help you prepare for and pass Part II: Businesses of the Special Enrollment Examination (SEE) to earn your EA designation by reviewing and learning about business entities; business income, expenses, deductions, and credits; trust and estate tax returns; exempt organizations; retirement plans; and farmers. All references to the examination and this course are to the Internal Revenue Code as amended through Dec. 31, 2017, and is applicable for those taking the exam between May 1, 2018 and Feb. 28, 2019.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Differentiate between different types of business structures to assist taxpayers in choosing a business entity.</li> <li>Categorize business income and business expenses for proper reporting.</li> <li>Calculate asset depreciation to account for wear and tear on assets.</li> <li>Distinguish items that affect basis in the entity from items that do not affect basis so to properly allow business losses.</li> <li>Analyze how tax requirements and limitations affect business tax planning.</li> <li>Evaluate business records to adhere to recommended recordkeeping procedures.</li> <li>Analyze trust documents to determine appropriate filing procedures.</li> <li>Describe provisions unique to farmers and other specialized taxpayers.</li> </ul> <h3>Course Details</h3> <p>This online workshop includes: <ul> <li>E-book</li> <li>Online workshop recording</li> <li>Study guides</li> <li>Interactive exercises and review questions</li> <li>Electronic flashcards</li> <li>Practice exams</li> </ul>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-11T04:00:00Z0N/AOW1804Intermediate5Federal Tax Law Topic2018-05-30T04:00:00Z2018-06-13T04:00:00ZGroup Internet Based$145 for members and $169 for nonmembers5Federal Tax Law Topic00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A5 CPE for AFSP, CRTPonline workshop20182018-05-30T12:00:00Z2018-05-30T04:00:00Z
On-Demand WebinarEA Exam Review Course Part III: Representation, Practice and Procedures On-Demand Webinar<h3>Summary</h3> <p>In our final on-demand webinar preparing you to pass Part III: Representation, Practices and Procedures of the IRS Special Enrollment Exam (SEE), you will learn about representation before the IRS, the specific types of representation and IRS rules and penalties. We'll also cover how to apply these rules to your practice. All references to the examination and this course are to the Internal Revenue Code as amended through Dec. 31, 2017, and are applicable for those taking the exam between May 1, 2018, and Feb. 28, 2019.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize what constitutes practice before the IRS.</li> <li>Identify who can practice before the IRS.</li> <li>Distinguish what constitutes a sanctionable act as related to duties and restrictions on practice before the IRS.</li> <li>Identify supporting documentation and legal authority that can strengthen a taxpayer’s position.</li> <li>Identify types of taxpayer tax information available in transcripts from the IRS.</li> <li>Identify the various tools available in countering the IRS collection process.</li> <li>Apply safeguards to comply with recordkeeping and records maintenance requirements while at the same time maintaining taxpayer confidentiality.</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes: <ul> <li>E-book</li> <li>Online workshop recording</li> <li>Study guides</li> <li>Interactive exercises and review questions</li> <li>Electronic flashcards</li> <li>Practice exams</li> </ul>2018-04-16T04:00:00Z2019-02-28T05:00:00ZNone2018-06-27T04:00:00Z0N/AODW1837Intermediate2Ethics2018-04-16T04:00:00ZQAS Self Study$63 for members and $73 for nonmembers2Ethics00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A2 CPE for AFSP, CRTPon-demand webinar20182019-02-28T05:00:00Z
Online WorkshopEA Exam Review Course Part III: Representation, Practice and Procedures Online Workshop<h3>Summary</h3> <p>In our final online workshop preparing you to pass Part III: Representation, Practices and Procedures of the IRS Special Enrollment Exam (SEE), you will learn about representation before the IRS, the specific types of representation and IRS rules and penalties. We'll also cover how to apply these rules to your practice. All references to the examination and this course are to the Internal Revenue Code as amended through Dec. 31, 2017, and are applicable for those taking the exam between May 1, 2018, and Feb. 28, 2019.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize what constitutes practice before the IRS.</li> <li>Identify who can practice before the IRS.</li> <li>Distinguish what constitutes a sanctionable act as related to duties and restrictions on practice before the IRS.</li> <li>Identify supporting documentation and legal authority that can strengthen a taxpayer’s position.</li> <li>Identify types of taxpayer tax information available in transcripts from the IRS.</li> <li>Identify the various tools available in countering the IRS collection process.</li> <li>Apply safeguards to comply with recordkeeping and records maintenance requirements while at the same time maintaining taxpayer confidentiality.</li> </ul> <h3>Course Details</h3> <p>This online workshop includes: <ul> <li>E-book</li> <li>Online workshop recording</li> <li>Study guides</li> <li>Interactive exercises and review questions</li> <li>Electronic flashcards</li> <li>Practice exams</li> </ul>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-11T04:00:00Z0N/AOW1805Intermediate2Ethics2018-06-13T04:00:00Z2018-06-27T04:00:00ZGroup Internet Based$63 for members and $73 for nonmembers2Ethics00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A2 CPE for AFSP, CRTPonline workshop20182018-06-13T12:00:00Z2018-06-27T04:00:00Z
On-Demand WebinarTackling S Corp Shareholder Basis<h3>Summary</h3> <p>It is technically the shareholder’s responsibility to keep track of their basis in S corporation stock, though many fail to do so or don’t keep an accurate account. Rather than gambling on your clients’ calculations, tackle them yourself! In this webinar, you will learn how to calculate and track S corporation basis.</p> <p>If your shareholder clients do not keep track of their basis in S corporation stock, the code presumes the basis to be zero and, as the tax professional, you can’t just assume that their stock is equal to retained earnings. You’ll also need to use the amount of basis in S corporation stock held by your shareholder clients to determine the tax consequences of distributions. By the end of this presentation, you’ll be able to correctly calculate shareholder’s initial basis in S corp stock, as well as apply adjustments that either either increase or decrease basis.</p> <iframe src="https://fast.wistia.net/embed/iframe/36u3palv6v" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="480"></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>Define basis for tax clients.</li> <li>Correctly calculate shareholder’s initial basis in S corporation stock.</li> <li>Apply the timing and ordering rules for basis adjustments to clients’ situations.</li> <li>Correctly apply adjustments that increase basis.</li> <li>Correctly apply adjustments that decrease basis.</li> <li>Distinguish between basis for regular tax and AMT purposes.</li> <li>Accurately calculate end-of-year shareholder basis.</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>2017-06-02T04:00:00Z2018-12-31T05:00:00ZNone2017-06-02T04:00:00Z0N/AODW1705Intermediate2Federal Tax Law Topic2017-06-02T04:00:00ZQAS Self Study$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesBasic knowledge of Form 1120S preparationSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z

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