​Las Vegas Tax Forums Sessions

We're still finalizing details of our 2018 Tax Forums sessions in Las Vegas. Below, you’ll find information about the courses that were offered at the 2017 Tax Forums.

Basic

  • Depreciation
  • General Business Credits
  • Income Subject to Self-Employment Tax
  • Sharing Economy
  • Trust Reporting

Intermediate

  • AMT and MTC – What You Need to Know
  • Determining Your Tax Home
  • Guiding Your Clients With In-Home Day Care Businesses
  • Helping Your Clients Through IRS Delinquencies
  • House Flipping – Dealer vs. Investor
  • HSAs and HRAs
  • Like-Kind Exchanges
  • Navigating Stock Options
  • Net Investment Income Tax
  • Roth IRA – Recharacterizations, Conversions, Distributions
  • Sale of Business Assets
  • Schedule D Form 8949
  • Schedule E
  • Social Security, Railroad Retirement, and Lump Sum Election
  • Tips for Tipped Employees

Update/Ethics

  • Clearing a PATH: EIC, AOTC and CTC Due Diligence Requirements
  • Current Developments - Business
  • Current Developments – Individuals
  • Real World Ethics

All Sessions

AMT and MTC – What You Need to Know

Many tax professionals struggle with calculating clients’ alternative minimum tax (AMT) and minimum tax credit (MTC). In this session, we will review the AMT and MTC, identify common triggers and learn how to calculate each.

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Clearing a PATH: EIC, AOTC and CTC Due Diligence Requirements

With the recent PATH Act due diligence requirements in place, it’s vital to know all the rules to safeguard yourself, your practice and your clients. In this session, we’ll review the new due diligence requirements to claim the earned income tax credit (EITC), American opportunity tax credit (AOTC) and child tax credit (CTC). We will also review the preparer penalties associated with the PATH Act.

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Current Developments - Business

This dynamic session covers new tax legislation, recent developments and expiring provisions that affect small businesses. Attend to learn tax-saving strategies to enhance your clients' businesses.

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Current Developments – Individuals

Congress is continually enacting new tax legislation into law. This dynamic session covers new tax legislation, recent developments and expiring provisions that affect your individual clients.

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Depreciation

Many, if not all, businesses purchase assets that are used in their trade or business. The cost of these assets is recovered through depreciation, an annual allowance for the wear and tear, deterioration or obsolescence of the asset. This session will help you understand the general tax depreciation rules and how to apply those rules to your clients.

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Determining Your Tax Home

Employees can take a deduction for travel expenses for work, but only if they are away from "home." In this session, you'll learn the definition of "tax home" and how to apply it to your clients' situations.

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General Business Credits

If you have business clients, this is a great seminar for you. Learn about the general business credits available to your clients, how to calculate these credits, the limits that they have and the carryforward and carryback rules. Help your business clients get the best tax result possible.

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Guiding Your Clients With In-Home Day Care Businesses

If you have clients who run in-home day care businesses, this session is for you! You'll learn about entity selection to help your clients determine which type of business entity is best for them, the special rules for business use of home and food expenses and how to complete the information forms that your clients must provide to their customers.

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Helping Your Clients Through IRS Delinquencies

Your client calls in a panic. They received a notice from the IRS saying they owe back taxes. How can you help them settle with the IRS? This session walks you through the different options to help your clients deal with tax delinquencies. It covers offers in compromise (OICs), online payment agreements (OPAs) and installment agreements. Help your clients understand their rights while clearing up tax debts.

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House Flipping – Dealer vs. Investor

Flipping real estate is growing in popularity. If you have clients who buy and sell real estate, this session is for you. Learn about the tax consequences of buying and selling real estate.

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HSAs and HRAs

More and more employers are offering high deductible health plans (HDHPs), which allow for contributions to health savings accounts (HSAs). In this session, you’ll learn the rules regarding contributions to and distributions from HSAs. In addition, some employers may offer health reimbursement arrangements (HRAs)—learn how these coordinate with health insurance under the Affordable Care Act (ACA). Make sure you’re able to properly advise your clients on this tricky topic!

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Income Subject to Self-Employment Tax

Self-employed taxpayers must pay an additional tax. Learn who’s required to pay this tax, how to calculate it and what income can be excluded. Help your self-employed clients navigate through the weeds of self-employment taxes by attending this session.

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Like-Kind Exchanges

A like-kind exchange is a powerful tool taxpayers can use to defer gain recognition from the sale of property. However, like-kind exchanges can be complex transactions and are not as simple as they appear. This session will help you provide the proper information to your clients engaging in like-kind exchange transactions.

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Navigating Stock Options

Puts and calls, ESOP, ISO—what does it all mean? The world of stock options has a language all its own and it’s important to be well-versed so you can properly advise your clients. Attend this session to gain an understanding of stock options.

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Net Investment Income Tax

The Net Investment Income Tax (NIIT) can be a pitfall for high income clients. In this session, you will learn who must pay the net investment income tax, how to calculate it and ways to minimize the amount your clients owe. Don't miss this opportunity to help your clients navigate NIIT.

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Real World Ethics

With preparer penalties being assessed, following your due diligence requirements is a vital part of preparing taxes. To properly follow protocol, you must keep in mind tax law, due diligence, best practices and ethical behavior. This session addresses the ethical dilemmas tax professionals face, tips on how to approach clients and safeguards to implement in your tax office.

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Roth IRA – Recharacterizations, Conversions, Distributions

Roth IRAs are a popular retirement vehicle. In this session, you'll learn about Roth IRAs, the contributions, distributions and other transactions that are available to your clients. You'll learn about conversions and recharacterizations, as well as the RMDs and ordering rules for distributions. You'll also learn about the penalties associated with excess contributions or nonqualified distributions.

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Sale of Business Assets

When selling a business asset, it’s essential to properly calculate the different tax ramifications of recapture, nonrecapture and unrecaptured gain. In this session, learn the calculation methodology used on Form 4797 and tips and tricks for verifying proper calculations.

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Schedule D Form 8949

How much information do you need to report from capital transactions? In this session, you’ll learn how to report capital transactions of all types.

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Schedule E

Schedule E is used to report clients’ supplemental income and loss. So, what is that, exactly? In this session, we’ll review income and loss from rental real estate, royalties, partnerships, S corporations, estates and trusts and real estate mortgage investment conduits (REMICs). Help your clients report their income correctly by attending this session.

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Sharing Economy

With the increase in internet commerce, more and more clients will have income from the new sharing economy: Lyft, Uber, TaskRabbit, Airbnb and others. Learn how to account for income and expenses from these sources, and evaluate whether a taxpayer is considered an employee or independent contractor, and how that affects their tax life.

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Social Security, Railroad Retirement, and Lump Sum Election

The taxability of social security benefits and railroad retirement benefits is complicated, but these are important topics to know as you advise your clients. In this session, you'll learn how to report social security benefit income and railroad retirement benefits, as well as the implications of electing a lump-sum distribution.

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Tips for Tipped Employees

Do you have clients who receive tips? In this session, we will review the rules about reporting tip income. You will learn what tip income must be reported and to whom. You'll also learn about special situations, including withholding in excess of wage income and allocated tips, and what penalties can be assessed if your clients do not correctly report tip income.

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Trust Reporting

Trusts are used for a variety of different tax and estate planning purposes. While tax professionals cannot directly establish trusts for their clients, they are an integral part of the team serving the client and must have a basic understanding of trusts to best serve their clients. In this session, we’ll focus on the types of trusts, and how to report income, deductions and distributions.

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