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Tax Implications Of Divorce
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Covered Topics: 1) Conflicts of Interest 2) Filing Status Issues 3) Child Custody 4) Alimony 5) Community Property Rules 6) Division of Property
Details
Spouses: Are They Innocent or Are They Injured?
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
We will learn how to define Innocent Spouses and review history of the statue. Determine how to qualify for the different types of Innocent Spouse relief. Discuss timing options. Define and discuss Injured Spouse relief.
Details
Ethics: Due Diligence and Conflicts of Interest
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
An in-depth discussion on what is required of a Tax Professional regarding Due Diligence, how to balance Ethics and Due Diligence while still doing the best for your clients, understand conflicts of interest, apply knowledge to serval case studies and discussions of various ways to handle situations presented, and recalling the preparer penalty structure and how to avoid these penalties.
Details
Tax Update 2026: Individual and Business
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Individual and Business updates to tax law concerning OBBBA 2025 laws- already in force, starting in 2026, IRS MATH Act, indexing for inflation - current charts, Updated/New Forms, and most current guidance on new tax law.federal business tax > business foundationfederal individual taxrepresentationspecialties
Details
Tax Update 2026: Individual and Business (Continued)
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 50 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
Individual and Business updates to tax law concerning OBBBA 2025 laws- already in force, starting in 2026, IRS MATH Act, indexing for inflation - current charts, Updated/New Forms, and most current guidance on new tax law.
Details
The Decedent- Final 1040 and First 1041
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 50 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
In this session we will be able to: 1. Determine who is authorized to sign and discuss the return with the IRS 2. Determine when Form 1041 is required 3. Identify key due dates, elections and information needed to prepare the 1041 4. Allocate income and deductions between the decedent's final Form 1040 and the estate Form 1041 by applying the date of death cutoff and identifying which taxpayer is the proper reporting party 5. Identify and report IRD and determine how it affects the final Form 1040 and Form 1041 6. Determine how estate administration expenses, distributions and beneficiary reporting affect Form 1041, including when Schedule K-1 items must be issued
Details
The Decedent- Final 1040 and First 1041 (Continued)
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
In this session we will be able to: 1. Determine who is authorized to sign and discuss the return with the IRS 2. Determine when Form 1041 is required 3. Identify key due dates, elections and information needed to prepare the 1041 4. Allocate income and deductions between the decedent's final Form 1040 and the estate Form 1041 by applying the date of death cutoff and identifying which taxpayer is the proper reporting party 5. Identify and report IRD and determine how it affects the final Form 1040 and Form 1041 6. Determine how estate administration expenses, distributions and beneficiary reporting affect Form 1041, including when Schedule K-1 items must be issued
Details
Helping Your Client Into Retirement
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
In this course we will evaluate certain credits and deductions available to senior taxpayers. Report long-term care expenses and the tax treatment of long-term care insurance benefits. Outline tax issues related to Social Security benefits. Summarize the rules for RMD's and ways to lessen their income impact. List the advantages and disadvantages of life estates.
Details
Offer In Compromise
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 100 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
The IRS offers accommodation for clients who have financial hardship or special situation to pay less than they actually owe in taxes. There are a number of programs that help with this, however, the best known of those programs has to be Offer In Compromise. In this session we will learn the basics of the program, Pros and Cons of this program versus other programs available to taxpayers, analyzing the clients facts and circumstances for eligibility and compliance, along with gathering the information necessary for the application.
Details
Louisiana Department of Revenue Overview
- Instructor
- Kathy Morgan, EA, USTCP, AATPR
- Duration
- 75 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
LA State Topics
Details
IRS Overview
- Instructor
- Aaron Steele, IRS Stakeholder Liaison
- Duration
- 60 minutes
- Prerequisite
- None
- Advanced preparation
- None
- Delivery method
- Group Live
Description
IRS Topics
Details
CPE sponsor disclosure
The CPE associated with this education is provided by the Louisiana NATP Chapter and is independent of national NATP sponsorship.
IRS sponsor number: QZNRS
See our CPE sponsor page for more information on reporting.