Tom O'Saben, EA, CFP®

 
 
 

Bio

Tom O'Saben graduated from Southern Illinois University at Edwardsville in 1982 with degrees in political science and finance. He has been a Certified Financial Planner® since 1993 and an Enrolled Agent since 1994. , Tom's practice, established in 1992, provides tax and financial planning services for approximately 1,000 clients. Tom also provides Quickbooks training and has given numerous educational presentations on a wide variety of tax and financial planning issues. In 2009 Tom joined the staff at NATP as a Training Specialist where he develops curriculum, writes textbooks, and instructs at educational seminars.

 Instructor's Courses

 

 

On-Demand WebinarAre You Ready for Tax Season?<h3>Summary</h3> <p>What does the 2017 filing season hold for tax preparers? Let us help you embrace these changes. This webinar examines the most recent tax law changes that are key to preparing income tax returns for 2016. Not only will this webinar provide you with the most up to date tax law, but will also go over new case law developments. Attend this valuable webinar to ensure you’re up to speed for the upcoming tax season and properly advise your clients. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize any new tax law and other noteworthy limitations.</li> <li>Identify significant provisions that have expired or been extended.</li> <li>Analyze any new tax developments.</li> <li>Accurately apply the new Affordable Care Act provisions for the current tax season.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2017-01-16T05:00:00Z2018-12-31T05:00:00ZNone2017-01-16T05:00:00Z0N/AODW1701Update2Federal Tax Law Update2017-01-16T05:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Update22TaxesBasic knowledge of federal taxationTom O'Saben, EA, CFPhttps://www.natptax.com/EventsAndEducation/About/Pages/ThomasO%27Saben%2cEA%2cCFP.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20172018-12-31T05:00:00Z
On-Demand WebinarCompleting Form 1045<h3>Summary</h3> <p>The main purpose of Form 1045, Application for Tentative Refund, is carrying back net operating loss (NOL) deductions. Although the form is due within 12 months of the year the NOL was generated, the form and schedules can be helpful at any time to determine the NOL amount and the NOL amount to be carried forward. Knowing how to complete Form 1045 and the accompanying schedules is an important skill for any tax preparer. During this webinar we will complete Form 1045 in its entirety using information from real world examples.</p> <iframe src="//fast.wistia.net/embed/iframe/u1vuh93rfq" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="240" height="179"></iframe> <script src="//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 if a business or individual has incurred an NOL.</li> <li>Identify the provisions of carrying back and carrying forward the NOL.</li> <li>Correctly calculate the amount of the NOL to maximize the amount to carryover or carryback.</li> <li>Distinguish between business and nonbusiness income and losses in order to correctly calculate the NOL.</li> </ul><h3>Course Details</h3> Includes webinar recording, PowerPoint presentation and Q&A webinar transcript. CPE is issued after exam is successfully completed.2016-08-16T04:00:00Z2017-12-31T05:00:00ZNone2016-08-16T04:00:00Z0N/AODW1612Basic2Federal Tax Law Topic2016-08-16T04:00:00ZQAS Self Study$55 for Members and $67 for Nonmembers2Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®http://www.natptax.com/EventsAndEducation/About/Pages/ThomasO%27Saben%2cEA%2cCFP.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20162017-12-31T05:00:00Z

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