​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​New Hampshire/Maine Chapter Education

NH-ME NATP Seminar & Annual Meeting

This event will host A.J. Reynolds, EA, and will offer the following education:

• Divorce and the Various Tax Implications
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  What happens when your clients divorce? Divorce is an emotional occurrence for all involved. What is the significance of the tax professional assisting clients through this difficult time? This course will explain the importance of working with and advising our clients on tax related divorce issues. We will discuss filing status, name change, joint & separate responsibility & liability. We will explore dependents and associated tax credits. Analyze retirement plans, alimony, child support, property settlements, allocating estimated payments, NOLs, and Capital Loss carryovers. Learning Objectives:  Assist with tax planning for Divorce  Identify Conflict of Interest issues  Review requests for records  Analyze changes made by the TCJA  Select correct filing status  Inform clients on Name, Address, and W-4 Changes  Explain Innocent Spouse issues  Quantify Exemptions  Relate critical issues encompassing Form 8332  Appraise Basis of Property in Divorce  Examine Credits associated with dependents  Summarize QDRO and IRA's  Alimony and Child Support  Distinguish Capital Losses, NOL's Donations, and other credits and deductions  Analyze IRS Tax Collection regarding Divorce.
• Tax planning strategies for Moderate Income Clients
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  Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. Join us in deciphering the mystery of Tax Planning for the average taxpayer. Learning Objectives:  Demonstrate how QCD can reduce taxes and maximize charitable deductions  Discuss Form SSA-44, Life-Changing Events and reducing Medicare Part B premiums  Appraise the benefits of 529 Plans and Paying for College and implement  Counterintuitive tax planning regarding Scholarships and AOTC  Analyze, compare and PLAN regarding Retirement plans  Dramatize 401(k) savings for the average taxpayer  Critique Divorce situations to benefit clients and explain why 50/50 is not always equal  IRC § 121 opportunities  Clarify the implications of the capital gains reduced tax rate and potential issues  Illustrate bunching of itemized deductions  Translate when to take Social Security and related issues  Review employing your child  Examine Health Reimbursement Arrangements & Employing your spouse  Understand unique elderly client issues and Estate planning/Will issues.
• Business Meals, Entertainment, & Travel under TCJA & CAA
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  Travel and meal expenses are deductible if they are ordinary, necessary, and reasonable expenses associated with a trade or business. This course will analyze changes provided by TCJA and CAA. In addition, we will review the underlying rules under Internal Revenue Code § 274. Learning Objectives:  Examine § 274  Define key terms  Analyze Business Meals  What is Entertainment  Define what is a Restaurant  Identify substantiation requirements  Assess accountable plans  Discuss Tax Home  Review Case Law.
• Related Party Transactions
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  Related party rules are factors that often affect characteristics of income and deductions like the timing or character, and may even prevent losses and deductions completely. This class will provide a basic overview of the assortment of Internal Revenue Code provisions that make up related parties and rules applicable to these issues. Over the years Congress has instituted various measures to safeguard from related party manipulations. The effect of ascertaining certain taxpayers as "related" may cause a transaction to achieve federal income tax consequences substantially different than a transaction accomplished by parties that are not related. Because the core definition of "related parties," as found in IRC §267, is frequently cross-referenced by other sections throughout the Internal Revenue Code, an analysis of this definition is paramount in determining the impact of other sections, as well.
• Schedule K2 & K3 overview with brief discussion on Form 1116
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  As a tax professional, it's imperative to know how new and existing tax laws will affect your clients, their businesses, and filing requirements. This session will plunge into the abysmal bomb shell of K-2 & K-3 filing requirements that is likely affecting some of our Partnership and S Corporations clients. Join us for this fast-paced, must-attend session, where you will receive significant guidance and updates making these complicated topics less confusing. Learning Objective:  Analysis & updates of recent IRS guidance.  Explain who will need to file K-2 & K-3.  Examination of what parts of K-2 & K-3 will need to be filed.  Provide example of K-2 & K-3 that will aid your practice.  Synopsis on the Foreign Tax Credit and Form 1116.  Deliberate different scenarios on filing Form K2 & K3.  Summary of transitional relief for who did and who did not need to file K-2 & K-3 for tax year 2021.
• An Act to Provide for Reconciliation pursuant to Title II of H. Con. Res. 14 AKA The One Big Beautiful Bill or OB3
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  Our profession continues to be challenged and tax changes never rest, nor should tax professionals. Join us for this fast-paced, must-attend one-hour overview of the New tax bill signed by President Trump on July 4, 2025. Planning is essential and time is not on our side. Seasoned veterans and new tax professionals will benefit from this session. Individual and Business provisions will be discussed. Learning Objective:  Analyze Individual and Business Provisions  Overview of Bill by Sections  Critique No Tax on Tips and No Tax on Overtime provisions  Weigh tax planning now and going forward  Evaluate the bunching of itemized deductions  Assess SALT and related PTET issues  Estate tax issues  Assess the Green Energy Credits and new Expiration dates  Navigating standard deductions, Child Tax Credit  Identify what has been Extended, Made Permanent, or Eliminated.

Register for education only

Purchase event and paper materials

Purchase guest meal​

Date & Time:

Location:

Fees:

Early pricing ends October 13, 2025.
Electronic materials are included with registration and will be shared via email. Print materials are available to purchase for a $40 fee.

Meals are also included with registration. Please note: the hotel's new management company has implemented a strict cutoff for meal counts 10 days prior to the event (October 13, 2025). We encourage you to continue registering for the event; however, any registrations received after October 13th will not include break or lunch meals. We appreciate your understanding and look forward to seeing you there!

Cancellation Policy:

Cancellations must be submitted to NATP by October 13, 2025.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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