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

 

 

1040 WorkshopChicopee, MA - Nov. 22-23, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 22November 23November 22-23F191002019-11-22T05:00:00Z2019-11-23T05:00:00Z2019-11-22T05:00:00Z600 Memorial Dr.ChicopeeHampton Inn Chicopee/Springfield413-593-1500MAhttps://hamptoninn3.hilton.com/en/hotels/massachusetts/hampton-inn-chicopee-springfield-CCPMAHX/index.html?SEO_id=GMB-HP-CCPMAHX01020Steve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxMA104020192019-11-22T13:00:00Z2019-11-22T13:00:00Z2019-11-23T13:00:00Z
1040 WorkshopLeominster, MA - Nov. 20-21, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 20November 21November 20-21F190962019-11-20T05:00:00Z2019-11-21T05:00:00Z2019-11-20T05:00:00Z99 Erdman WayLeominsterDouble Tree by Hilton Leominster978-534-9000MAhttps://doubletree3.hilton.com/en/hotels/massachusetts/doubletree-by-hilton-hotel-leominster-ORHLEDT/index.html?SEO_id=GMB-DT-ORHLEDT01453Steve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxMA104020192019-11-20T13:00:00Z2019-11-20T13:00:00Z2019-11-21T13:00:00Z
On-Demand WebinarQBI and Choosing A Business Entity On-Demand Webinar<h3>Summary</h3>The final §199A regulations that included guidance on the qualified business income (QBI) deduction released contained over 300 pages. This hands-on workshop will walk through the QBI rules from the standpoint of the entity and complete several case studies that involve QBI and decisions related to various entities. Choosing an entity for your client is also important, as each type has its pros and cons when it comes to filing taxes. We’ll analyze switching entities and the tax consequences associated with that change. We’ll also illustrate the changing tax laws to maximize deductions for partners, shareholders and self-employed individuals.</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 and the QBI deduction.</li> <li>Identify 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 the Forms 1065 and 1102S for clients with QBI and compare with Schedule C.</li> <li>Apply entity selection strategy to case studies.</li> <li>Discuss requirements and consequences to change business entities.</li> <li>Illustrate how an S corporation it changes its business entity.</li> </ul> <h3>Course Details</h3> <p>This course includes an e-book and an online workshop recording.</p>2019-10-07T05:00:00Z2020-12-31T06:00:00ZNone2019-07-10T05:00:00Z8N/AZZB1938Intermediate8Federal Tax Law Topic2019-09-17T05:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal individual taxationSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T06:00:00Z
Online WorkshopQBI and Choosing a Business Entity Online Workshop<h3>Summary</h3> <p>The final §199A regulations that included guidance on the qualified business income (QBI) deduction released contained over 300 pages. This hands-on workshop will walk through the QBI rules from the standpoint of the entity and complete several case studies that involve QBI and decisions related to various entities. Choosing an entity for your client is also important, as each type has its pros and cons when it comes to filing taxes. We’ll analyze switching entities and the tax consequences associated with that change. We’ll also illustrate the changing tax laws to maximize deductions for partners, shareholders and self-employed individuals.</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 and the QBI deduction.</li> <li>Identify 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 the Forms 1065 and 1102S for clients with QBI and compare with Schedule C.</li> <li>Apply entity selection strategy to case studies.</li> <li>Discuss requirements and consequences to change business entities.</li> <li>Illustrate how an S corporation it changes its business entity.</li> </ul> <h3>Course Details</h3> <p>This course includes an e-book and an online workshop recording.</p>2019-04-02T04:00:00Z2019-12-31T05:00:00ZNone2019-04-02T04:00:00Z2019-04-02T04:00:00Z2019-04-02T04:00:00Z8N/AOW1904-2Intermediate8Federal Tax Law Topic2019-10-04T04:00:00Z2019-10-04T04:00:00Z2019-04-02T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal individual taxationSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPonline workshop20192019-10-04T12:00:00Z2019-10-03T12:00:00Z2019-10-18T12:00:00Z
On-Demand WebinarTax Reform Impact on S Corporations & Partnerships On-Demand Webinar<h3>Summary</h3>The <i>Tax Cuts and Jobs Act of 2017</i> affects most small businesses, which presents an additional opportunity to assist your clients in maximizing tax savings. This hands-on course will look at 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, <i>Schedules M-1 and M-2</i>.</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>Identify adjustments to be made on Form 1120S, <i>Schedules M-1 and M-2</i>.</li> <li>Identify the provisions of the <i>Tax Cuts and Jobs Act</i> that affect partnership and S corporation taxation.</li> </ul> <h3>Course Details</h3> <p>This course includes an e-book and an online workshop recording.</p>2019-10-07T05:00:00Z2020-12-31T06:00:00ZNone2019-09-10T05:00:00Z8N/AZZA1938Intermediate8Federal Tax Law Topic2019-09-18T05:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal individual taxationSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T06:00:00Z
Online WorkshopTax Reform Impact on S Corporations & Partnerships Online Workshop<h3>Summary</h3> <p>The <i>Tax Cuts and Jobs Act of 2017</i> affects most small businesses, which presents an additional opportunity to assist your clients in maximizing tax savings. This hands-on course will look at 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, <i>Schedules M-1 and M-2</i>.</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>Identify adjustments to be made on Form 1120S, <i>Schedules M-1 and M-2</i>.</li> <li>Identify the provisions of the <i>Tax Cuts and Jobs Act</i> that affect partnership and S corporation taxation.</li> </ul> <h3>Course Details</h3> <p>This course includes an e-book and an online workshop recording.</p>2019-04-02T04:00:00Z2019-12-31T05:00:00ZNone2019-04-02T04:00:00Z2019-04-02T04:00:00Z2019-04-02T04:00:00Z8N/AOW1904-1Intermediate8Federal Tax Law Topic2019-10-03T04:00:00Z2019-10-03T04:00:00Z2019-04-02T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal individual taxationSteve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke,EA.aspxFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPonline workshop20192019-10-03T12:00:00Z2019-10-03T12:00:00Z2019-10-17T12:00:00Z
1040 WorkshopWoburn, MA - Nov. 18-19, 20192019-04-15T04:00:00Z2019-12-31T05:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00Z2019-04-15T04:00:00ZNovember 18November 19November 18-19F190902019-11-18T05:00:00Z2019-11-19T05:00:00Z2019-11-18T05:00:00Z15 Middlesex Canal ParkWoburnCrowne Plaza Boston-Woburn781-935-8760MAhttp://www.hotelbostonwoburn.com/01801Steve O'Rourke, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/StevenO%27Rourke%2cEA.aspxMA104020192019-11-18T13:00:00Z2019-11-18T13:00:00Z2019-11-19T13:00:00Z

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