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Schedule F The Tax Side of Farming
- Instructor
- Melinda Garvin
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course focuses on the animal side of farm taxation moving beyond the traditional crop income and expenses. Participants will review when income and expenses belong on Schedule F and also to distinguish from operating expenses and depreciable animal costs. We will also cover self-employment tax considerations.
Details
Schedule C Deep Dive
- Instructor
- Melinda Garvin
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course will examine common though often misunderstood Schedule C issues for sole proprietors and self-employed taxpayers. This course will include a pen-to-paper learning section where participants will manually enter Schedule-C related data to reinforce the treatment of benefits, travel, tax home, and home office expenses.
Details
Health Savings Accounts Done right
- Instructor
- Melinda Garvin
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This session will explore how Health Savings Accounts can benefit many of our clients. We will examine when and who qualifies, contributions and limits, special rules, reporting contributions and distributions, and best ways to communicate to our clients the many benefits of this tax saving tool.
Details
Indiana Department of Revenue Update
- Instructor
- Patricia Rumschlag
- Duration
- 10 minutes
- Prerequisite
- General understanding of state tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
State tax update.
Details
Building Ethics Within a Modern firm
- Instructor
- Melinda Garvin
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course will connect professional responsibility standards with Circular 230 expectations, preparer due diligence, and confidentiality rules to real world workflow situations. This will help practitioners build repeatable habits that reduce complaints, risk of penalties, and reputational hazards.
Details
After Death Tax issues
- Instructor
- Melinda Garvin
- Duration
- 150 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course is a practical overview of common tax issues that will arise after a taxpayer's death. We will be doing a pen-to-paper learning session where we manually enter selected tax data related to a deceased taxpayer filing. We will also look at when a Form 1041 is necessary in closing an estate.
Details
IRS Liaison Presentation
- Instructor
- Dan Belarmino
- Duration
- 70 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Updates from our local IRS Liaison.
Details
Converting Single Member LLC's to S Corps
- Instructor
- Melinda Garvin
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
This course is a practical review of converting single member LLC's to S Corporation taxation. We will examine tax and accounting issues involved when moving business activity onto Form 1120-S. This will include conversion of business assets, liability treatment, establishment of shareholder stock and debt basis, and accurate opening balance sheet reporting.
Details
The Year After OB3 2026
- Instructor
- Melinda Garvin
- Duration
- 100 minutes
- Prerequisite
- General understanding of federal tax law
- Advanced preparation
- None
- Delivery method
- Group Live
Description
We will be examining key individual and business provisions impacting our 2026 filings, new and revised forms, reporting requirements, IRS administrative procedures, common client scenarios and a what to ask, what to document, and what to watch for checklist for the 2026 season. Also, we will look at IRS guidance that has been released and audit hot spots and documentation expectations.
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Indiana NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: CWB0N
See our CPE sponsor page for more information on reporting.