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 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>2018-04-01T04:00:00Z2019-12-31T05:00:00ZNone2018-06-06T04:00:00Z0N/AODW1835Intermediate5Federal Tax Law Topic2018-04-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $149 | Basic: $189 | Nonmember: $1995Federal 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 webinar20182019-06-30T04:00:00Z
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>2018-04-16T04:00:00Z2019-12-31T05:00:00ZNone2018-06-20T04:00:00Z0N/AODW1836Intermediate5Federal Tax Law Topic2018-04-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $149 | Basic: $189 | Nonmember: $1995Federal 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 webinar20182019-06-30T04:00:00Z
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>2018-04-16T04:00:00Z2019-12-31T05:00:00ZNone2018-06-29T04:00:00Z0N/AODW1837Intermediate2Ethics2018-04-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $65 | Basic: $82 | Nonmember: $862Ethics00N/AKnowledge of Federal Income TaxSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxN/A2 CPE for AFSP, CRTPon-demand webinar20182019-06-30T04:00:00Z

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