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  • Winning Tax Season With Better Workflow Management

    Contains 3 Component(s) Includes a Live Web Event on 10/02/2020 at 11:00 AM (EDT)

    CE: 1 Hours/Specialized Knowledge

    How to win tax season by effectively managing workflow to maximize profitability and delight clients. Learn to define workflows for various types of services such as tax returns, financial statements, and client accounting services.

    Learn to optimize workflow using simple Lean Six Sigma concepts. Learn how effective workflow goes hand in hand with effective delegation.

    Well right from downloading bank statement of client or inputting client information into the tax software to delivering a filed tax return, firms are involved in numerous task/activities and sub-task/sub-activities and end objective is delivering quality service to their client, and more often there are situation where in lot of task/activities/step/process are wasteful, non-value, not necessary or can be clubbed, adjusted, molded, eliminated to make it better & efficient. Elimination or Corrective action to this process not only helps you in delivering better customer service but also make your firm's business more scalable and profitable.

    Any owner, partner, manager, or staff that performs tax engagements and is interested in improving the quality and efficiency of their workflow should attend this session

    CE: 1 Hours/Specialized Knowledge

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Frank Stitely

  • Dealing with Taxes Before, After, and During Bankruptcy

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 10/01/2020 at 11:00 AM (EDT)

    IRS CE: 1 Hours/Federal Tax Law Update NASBA CE: 1 Hours/Federal Tax Law Update CTEC: 1 Hours/Federal Tax Law Update

    Under the right circumstances, bankruptcy can be a very effective way of dealing with tax debt. Learn how to identify clients that are candidates for this type of strategy.  We will discuss Chapter 7 and Chapter 13 Bankruptcies, and the various rules which must be satisfied to discharge a tax liability in bankruptcy. You will also learn about the potential pitfalls involved with analyzing whether a liability can be discharged.

    IRS CE: 1 Hours/Federal Tax Law Update
    NASBA CE: 1 Hours/Federal Tax Law Update
    CTEC CE: 1 Hours/Federal Tax Law Update

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    ​Gary Bluestein

    Gary Bluestein, focuses his practice exclusively on tax representation.  Prior to entering private practice, Gary served as a Senior Attorney for the Internal Revenue Service and was a Special Assistant United State’s Attorney.  Gary was hired by the Department of Treasury through the Government’s Honors Program.  During his Government Service, Gary represented the IRS in both the United States Tax Court and the United States Bankruptcy Court.  He also served on several National Task Forces addressing IRS enforcement issues and received numerous Government Merit Awards for his work related thereto.

    Gary is an Adjunct Professor of Tax Practice & Procedure at the University at Buffalo School of Law and has taught in the Canisius College’s Master in Tax Program.  Gary frequently lectures and writes on a variety of topics relating to tax representation for numerous local and national professional groups.  He is a member of the Erie County Bar Association, the Tax Committee and the Bankruptcy Committee, and serves on the Planning Committee for the Institute on Taxation.  Gary has also made appearances on local television and radio shows and was named in Business First’s “Who’s Who in the Law” and in New York State Super Lawyers for his success in Tax Practice.

    Gary is admitted to practice in the State of New York, the United States Tax Court, the Bankruptcy Court and the Western District Court for the State of New York. He received his Juris Doctor from the State University of New York at Buffalo, School of Law in May of 1984.  Gary received a Bachelor of Arts in Psychology, cum laude, from the State of New York College at Albany in 1981.

     

  • Money Laundering, Structuring, and Other Federal Tax Crimes

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/30/2020 at 11:00 AM (EDT)

    IRS CE: 1 Hours/Federal Tax Law Update NASBA CE: 1 Hours/Federal Tax Law Update CTEC: 1 Hours/Federal Tax Law Update

    Money Laundering is an action taken to conceal the origin of illegally obtained money.  We will be discussing a key element in a money laundering charge, which requires the government to establish that the assets in question are linked to a specified unlawful activity (SUA).  SUA is a legal term that refers to a statutory list of crimes, and proceeds derived from crimes not on that list cannot be laundered.  A money laundering charge in an indictment can drastically inflate the government’s ability to forfeit a defendant’s assets.  We will discuss why it is crucial to know when a case involves money laundering and when it does not. Structuring is a term used to describe a violation of 31 U.S.C. §5324, which prohibits the act of evading reporting requirements.  31 U.S.C. §5324(a), the most commonly violated section of the statute, deals with transactions involving financial institutions.  We will review how this section is split into three subparts, each of which defines a different type of structuring charge.  The IRS and DOJ have been using the structuring statute as a means for obtaining civil and criminal asset forfeitures, We will be reviewing the differences between the subparts – specifically between §5324(a)(1) and §5324(a)(3).  We will also be discussing the scrutiny that assets forfeitures based on structuring violations have been receiving, and the recent DOJ and IRS policy changes.

    Money Laundering is an action taken to conceal the origin of illegally obtained money.  We will be discussing a key element in a money laundering charge, which requires the government to establish that the assets in question are linked to a specified unlawful activity (SUA).  SUA is a legal term that refers to a statutory list of crimes, and proceeds derived from crimes not on that list cannot be laundered.  A money laundering charge in an indictment can drastically inflate the government’s ability to forfeit a defendant’s assets.  We will discuss why it is crucial to know when a case involves money laundering and when it does not. Structuring is a term used to describe a violation of 31 U.S.C. §5324, which prohibits the act of evading reporting requirements.  31 U.S.C. §5324(a), the most commonly violated section of the statute, deals with transactions involving financial institutions.  We will review how this section is split into three subparts, each of which defines a different type of structuring charge.  The IRS and DOJ have been using the structuring statute as a means for obtaining civil and criminal asset forfeitures, We will be reviewing the differences between the subparts – specifically between §5324(a)(1) and §5324(a)(3).  We will also be discussing the scrutiny that assets forfeitures based on structuring violations have been receiving, and the recent DOJ and IRS policy changes.


    IRS CE: 1 Hours/Federal Tax Law Update
    NASBA CE: 1 Hours/Federal Tax Law Update
    CTEC CE: 1 Hours/Federal Tax Law Update

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Randy Andreozzi

    Mr. Andreozzi’s legal career has focused on resolution of complex tax controversy matters, large case (corporate) tax matters, tax shelter litigation, employee welfare benefit litigation, and international/territorial tax issues.

    For 16 years, Mr. Andreozzi worked for the IRS Office of Chief Counsel, where he served as Industry Counsel for the Commissioner’s Industry Specialization Program (ISP). He evaluated and litigated tax cases presenting Welfare Benefit Plan issues. Mr. Andreozzi litigated many seminal cases in this area, including General Signal Corp. v. Commissioner, Booth v. Commissioner, Parker Hannifin Corporation v. Commissioner, Square D Co. v. Commissioner and Neonatology Associates v. Commissioner. He also assisted and counseled other IRS attorneys and revenue agents in their development of cases under the ISP program, offering valuable expertise in areas involving tax shelters and the corporate income tax consequences of VEBAs and Welfare Benefit Plans.

    During his years with the IRS Chief Counsel’s office, Mr. Andreozzi cultivated a strong reputation with attorneys and agents throughout IRS, as well as with outside tax practitioners nationwide. His extensive trial experience extends to other complex tax areas as well. Mr. Andreozzi tried a variety of complex precedential cases that have established important precedent in the areas of abusive tax shelters, corporate acquisitions (INDOPCO v. Commissioner), international taxation, United States Virgin Islands territorial taxation, and TEFRA partnerships.

    Now in private practice with the firm of Andreozzi Bluestein LLP, Mr. Andreozzi continues to focus his practice on complex tax litigation and tax controversy resolution. His practice areas include international taxation and foreign bank account reporting, criminal tax and financial crime defense, employee benefit taxation, tax shelter litigation, and a variety emerging areas of federal and state tax law.

    Mr. Andreozzi has published numerous articles on taxation, and frequently lectures on a variety of current and developing tax issues. He is an Adjunct Professor at the State University of New York (SUNY) at Buffalo School of Management, where he teaches Business Law at both the graduate and undergraduate levels. While he was with the IRS Office of Chief Counsel, he trained Chief Counsel trial attorneys at national litigation schools.

     

    Justin Andreozzi

    Justin is a Senior Associate at Andreozzi Bluestein LLP.  He received his B.A. from Roberts Wesleyan College in Rochester, New York, and he received his J.D. from the State University of New York at Buffalo Law School.  Justin concentrated in tax at SUNY Buffalo Law School, taking courses including Federal Income Tax I & II, Tax Policy, State & Local Taxation, Corporate Taxation, and a tax focused independent study. His practice is focused on individual and corporate tax controversy and criminal litigation.

    Along with his commitment to the firm, Justin has also shown a commitment to assisting low income individuals in Buffalo. His concerted efforts with other attorneys at Andreozzi Bluestein LLP were recognized when our firm received the Law Firm Commitment Award from the ECBA Volunteer Lawyers Project in 2014.  Justin was also honored as a selection in Buffalo Business First’s 2016 “30 Under 30.”


  • Criminal Tax Issues

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/29/2020 at 11:00 AM (EDT)

    IRS CE: 1 Hours/Federal Tax Law Update NASBA CE: 1 Hours/Federal Tax Law Update CTEC: 1 Hours/Federal Tax Law Update

    In the daily circumstances of a tax practice, a practitioner will learn facts that may require the client to amend a return or to file a delinquent form.  It can be a challenge for a tax practitioner to know the difference between a routine correction and a potential criminal matter.  It is therefore helpful to understand what facts and circumstances might be relevant to IRS for consideration as a criminal matter.  Learn why it is important to be able to evaluate your clients’ facts and circumstances for potential badges of fraud, what those badges of fraud are and what IRS must show to establish a criminal case.  We will cover the difference between a willful violation of law and simple negligence, criminal tax statutes and relevant case law, when it is necessary to bring in an attorney, and assisting an attorney under a Kovel arrangement. 

    IRS CE: 1 Hours/Federal Tax Law Update
    NASBA CE: 1 Hours/Federal Tax Law Update
    CTEC CE: 1 Hours/Federal Tax Law Update

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    ​Kevin Murphy

    Kevin Murphy served for many years as an attorney with the U.S.Treasury Department, Office of Chief Counsel and also concurrently as a SpecialAssistant United States Attorney, representing the IRS in Tax Court andBankruptcy Court.  Kevin was an instructor for Chief Counsel courses andrecently worked on a successful initiative that created and implemented a processto collect and review metadata and electronic documents.  He was alsoassigned to an offshore compliance team dealing with foreign bank and financialreporting requirements under the Bank Secrecy Act. He developed and analyzedissues in the area of offshore compliance and the Offshore Voluntary DisclosureProgram.

    Kevin is an adjunct professor of law with the Wehle School ofBusiness at Canisius College and has taught in the MBA and in the Masters inTax program at Canisius.  He is licensed to practice in New York andPennsylvania and is admitted to the US Tax Court and US District Court WDNY.His graduated from The American University, cum laude and he earned his lawdegree at Catholic University.

    Kevinserved in the military with the U.S. Coast Guard Reserve and is a formerofficer with the U.S. Secret Service.

    Randy Andreozzi

    Mr. Andreozzi’s legal career has focused on resolution of complex tax controversy matters, large case (corporate) tax matters, tax shelter litigation, employee welfare benefit litigation, and international/territorial tax issues.

    For 16 years, Mr. Andreozzi worked for the IRS Office of Chief Counsel, where he served as Industry Counsel for the Commissioner’s Industry Specialization Program (ISP). He evaluated and litigated tax cases presenting Welfare Benefit Plan issues. Mr. Andreozzi litigated many seminal cases in this area, including General Signal Corp. v. Commissioner, Booth v. Commissioner, Parker Hannifin Corporation v. Commissioner, Square D Co. v. Commissioner and Neonatology Associates v. Commissioner. He also assisted and counseled other IRS attorneys and revenue agents in their development of cases under the ISP program, offering valuable expertise in areas involving tax shelters and the corporate income tax consequences of VEBAs and Welfare Benefit Plans.

    During his years with the IRS Chief Counsel’s office, Mr. Andreozzi cultivated a strong reputation with attorneys and agents throughout IRS, as well as with outside tax practitioners nationwide. His extensive trial experience extends to other complex tax areas as well. Mr. Andreozzi tried a variety of complex precedential cases that have established important precedent in the areas of abusive tax shelters, corporate acquisitions (INDOPCO v. Commissioner), international taxation, United States Virgin Islands territorial taxation, and TEFRA partnerships.

    Now in private practice with the firm of Andreozzi Bluestein LLP, Mr. Andreozzi continues to focus his practice on complex tax litigation and tax controversy resolution. His practice areas include international taxation and foreign bank account reporting, criminal tax and financial crime defense, employee benefit taxation, tax shelter litigation, and a variety emerging areas of federal and state tax law.

    Mr. Andreozzi has published numerous articles on taxation, and frequently lectures on a variety of current and developing tax issues. He is an Adjunct Professor at the State University of New York (SUNY) at Buffalo School of Management, where he teaches Business Law at both the graduate and undergraduate levels. While he was with the IRS Office of Chief Counsel, he trained Chief Counsel trial attorneys at national litigation schools.

     

  • Offers in Compromise

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/28/2020 at 11:00 AM (EDT)

    IRS CE: 1 Hours/Federal Tax Law NASBA CE: 1 Hours/Federal Tax Law CTEC: 1 Hours/Federal Tax Law

    Under the right circumstances, an Offer in Compromise is a great way to address overwhelming IRS debt. Learn how to identify clients that are candidates for this type of strategy, as well as the procedural aspects of an Offer in Compromise (OIC). We will cover the main components of an OIC, compliance issues, and the IRS’ formula for OIC’s.  We will also cover examples of situations in which an Offer in Compromise may not be an appropriate strategy.

    IRS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law 
    CTEC CE: 1 Hours/Federal Tax Law 

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Derek Wheeler

    Derek Wheeler joins Andreozzi Bluestein LLP from the Erie County Bar Association Volunteer Lawyers Project (VLP). At VLP, he was the Qualified Tax Expert as part of VLP’s Low-Income Taxpayer Clinic, providing representation to clients with federal tax disputes. Furthermore, he coordinated income tax based outreach and educational activities throughout Western New York. He received his J.D. from Syracuse University, focusing his studies on tax law. He received his B.A. in Public Affairs from Wells College. Derek spends his free time volunteering for Westside International Soccer Club in the city of Buffalo, coaching youth soccer.

    Michael Tedesco

    Mr. Tedesco is a partner at Andreozzi Bluestein LLP. He concentrates his practice in Foreign Bank Account Reporting (FBAR) and individual and corporate tax litigation and controversy matters.

    Mr. Tedesco received his B.A. at the State University of New York College at Geneseo. He went on to receive his J.D. degree, cum laude, from the State University of New York at Buffalo Law School.

    During law school, Mr. Tedesco served as an extern with IRS Office of Chief Counsel. Prior to joining the firm, Mr. Tedesco served as a law clerk with another Buffalo law firm.

    Mr. Tedesco was recognized along with other attorneys at Andreozzi Bluestein LLP when our firm received the Law Firm Commitment Award from the ECBA Volunteer Lawyers Project in 2014.

  • IRS Tax Problem Solving Fundamentals

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/25/2020 at 2:00 PM (EDT)

    IRS CE: 1 Hours/Federal Tax Law NASBA CE: 1 Hours/Federal Tax Law CTEC: 1 Hours/Federal Tax Law

    Most IRS tax problems are solved by working directly with an IRS central campus or a local office. In this webinar, you will learn how tax professionals can effectively and efficiently work with the IRS to resolve client tax problems. We will cover essential IRS practice elements such as obtaining information from the IRS, representation requirements (including Circular 230), and the tax problems solutions that you will use the most for the 5 categories of tax problems.

    Learning Objective
    After this webinar you will be able to:

    • Recognize the five primary tax problem categories and often used solutions to tax problems
    • Describe your responsibilities in representing a taxpayer before the IRS
    • Identify how to file and manage authorizations to represent your client
    • Recognize how to obtain information form the IRS, including a complete compliance history from the IRS' perspective
    • Recognize how to utilize the different types of IRS transcripts to resolve your client's tax issue
    • Recognize how to utilize practice tips to get the best outcome for your client with a tax problem

    IRS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law
    CTEC CE: 1 Hours/Federal Tax Law 

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Jim Buttonow, CPA, CITP

    Jim Buttonow, CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve tax problems with the IRS. Jim currently authors CCH’s Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems. For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim currently serves as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP). Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.

  • Estate Administration Process: A Practitioner’s Guide

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/24/2020 at 2:00 PM (EDT)

    IRS CE: 1 Hours/Federal Tax Law NASBA CE: 1 Hours/Federal Tax Law CTEC: 1 Hours/Federal Tax Law

    Learn what to expect when you or a client loses a loved one and takes on the responsibility of administering the estate. We will review the types of estates, typical deadlines, and common assets you will encounter during the administration process with a specific focus on tax elections and forms related to the taxpayer’s death.

    Learning Objective
    After this webinar you will be able to:

    • Recognize how to advise clients on tax reporting obligations for a decedent and the estate and how to correspond with the IRS on behalf of a decedent
    • Differentiate between the types of estates and common deadlines associated with a decedent's estate
    • Recognize how to analyze the assets of the estate and identify proper techniques for claiming assets depending on titling and tax consequences
    • Identify the importance of properly administering an estate in light of potential transferred tax liability to the executor

    IRS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law
    CTEC CE: 1 Hours/Federal Tax Law 

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Basic
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Klaralee R. Charlton

    Klaralee Charlton is a Shareholder with Katz, Look & Onorato, P.C. She practices fiduciary tax, estate administration, and business transactional law. As part of her practice, Ms. Charlton guides clients through the process of administering a loved one’s estate including the collection, valuation, management and transfer of assets including financial accounts, real estate, and business interests with a focus on minimizing estate and income tax liability. She also works closely with trustees of ongoing trusts to ensure compliance and prepares clients’ fiduciary income tax returns annually. Klaralee has written and lectured on topics including estate and gift tax, fiduciary income tax reporting and U.S. regulations governing the valuation of small family businesses. She is an active member of the Colorado Bar Association, Tax Section and the Greater Denver Tax Counsel Association. She earned her J.D. in 2011 from the University of Utah, S.J. Quinney College of Law, her LL.M. in Tax Law from the University of Denver in 2013, and her B.A. in political science in 2009 from Bryn Mawr College. She is admitted to practice in both Colorado and Montana.

  • Condos, Coops, & HOAs: Federal Tax Issues

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/23/2020 at 2:00 PM (EDT)

    IRS CE: 1 Hours/Federal Tax Law NASBA CE: 1 Hours/Federal Tax Law CTEC CE: 1 Hours/Federal Tax Law

    This course explains the varied and unusual details of the income and expense positions of the CIRA Industry and their federal income tax issues. There are specific Revenue Rulings which will be explained that deal with issues of income carry forward, capital contributions in reserves versus normal expenses, and what is income to a CIRA. “Should we file an 1120 or 1120H or 1120C???” are some of the major issues that accountants need to assist their clients with. The course also covers issues with property taxes and sales and use taxes for CIRAs.

    Learning Objective
    After this webinar you will be able to:

    ⦁ Identify the types of federal tax returns available to an association, such as, Form 1120, Form 1120H, or Form 1120C
    ⦁ Describe the mechanics of filing a CIRA's tax return depending on the type of CIRA and the return needed
    ⦁ Recognize the elections that CIRAs may make concerning revenue, capitalization issues, and deductions for the association
    ⦁ Identify when an owner/member of an association may be affected by the CIRA's tax implications
    ⦁ Recognize tax issues facing CPAs in the Common Interest Realty Association (CIRA) industry for 2019
    ⦁ Identify the effect of federal income tax laws facing CIRAs
    ⦁ Describe issues of revenue rulings, tax advice memorandums, and tax cases involving CIRAs
    ⦁ Recognize the effect of accounting and auditing and other tax law issues facing CIRAs
    ⦁ Identify correct statements with respect to IRS audit activity

    IRS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law
    CTEC CE: 1 Hours/Federal Tax Law

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Intermediate
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education. 

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    Pat Patterson

    Cecil Patterson, (Pat), is an award-winning, nationally recognized author, speaker, and discussion leader for continuing education courses and numerous state societies. He has experience at the local and national CPA-firm level and as an adjunct university professor.

    Pat holds an MBA from the University of North Florida and is a CPA with Patterson CPA Group, Inc. His firm provides, accounting, tax preparation and tax planning services, wealth management services, and consulting for businesses and other professional firms. The AICPA has recognized the firm for work in the “virtual office” field.

    Pat has served on the AICPA Council, the FICPA Council, and the FICPA Educational Foundation Board of Trustees.

  • Capital Gain or Ordinary Income?

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 09/22/2020 at 2:00 PM (EDT)

    Capital Gain or Ordinary Income? IRS CE: 1 Hours/Federal Tax Law NASBA CE: 1 Hours/Federal Tax Law CTEC CE: 1 Hours/Federal Tax Law

    Recognizing which assets are capital assets can save significant tax amounts, especially with a rate difference of more than 20 percent between long-term capital gain and ordinary income. This on-demand course will provide detailed training on the types of assets that produce long-term capital gain and loss upon sale, with case studies involving real estate, intellectual property, internet based sales, and more. Ms. Kowal will also explain the applicability of the five different possible capital gain rates that apply to different types of income, and the applicability of the 3.8% Medicare tax to certain capital gain transactions.Dev

    Learning Objective
    After this webinar you will be able to:

    Recognize which assets are capital assets

    Identify how to net capital gains and losses together

    Differentiate how to calculate the correct capital gain rates on various types of capital assets

    IRS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law 
    CTEC CE: 1 Hours/Federal Tax Law 

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Intermediate
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NASBA approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Jennifer Kowal

    Jennifer Kowal

    Jennifer Kowal, JD, has been a tax professor and the director of the graduate tax program at Loyola Law School in Los Angeles since 2003. Loyola’s graduate tax program offers an LL.M. in Taxation for attorneys and a Master in Tax Law for non-lawyers. Professor Kowal teaches courses in advanced income taxation, income tax timing issues, corporate taxation, and tax research, among others. Prior to teaching at Loyola, Professor Kowal taught in the International Tax Program at Harvard Law School. She also practiced law with the firms of Irell & Manella in Los Angeles and Ropes & Gray in Boston, advising clients on the taxation of various business transactions, including cross-border, partnership and corporate structures. Professor Kowal holds a BS in Accounting with distinction from the University of Kansas, and a JD from UCLA School of Law, where she was a member of the Order of the Coif.

  • PPP Loans: New Legislation and Its Impact on Forgiveness

    Contains 6 Component(s), Includes Credits Includes a Live Web Event on 09/21/2020 at 2:00 PM (EDT)

    IRS CE: 1 Hours/Federal Tax Law NASBA CE: 1 Hours/Federal Tax Law CTEC: 1 Hours/Federal Tax Law

    If your clients have received PPP loans, the planning has just begun. We’ll cover crucial issues related to the recently passed Paycheck Protection Flexibility Act and how to maximize debt forgiveness based on the most current information issued by the SBA: 

    • What changed in the new legislation?
    • How do you determine your “covered period”?
    • Can you keep your original 8-week covered period?
    • When will you want to keep your original 8-week covered period?

    HIGHLIGHTS
    • Practical planning ideas to maximize forgiveness. 
    • Monitoring the status of PPP funds. 
    • Planning for the FTE and wage reduction haircuts

    RS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law 
    CTEC: 1 Hours/Federal Tax Law 

    NSA ConnectED Webinar CPE Bonanza 
    Program Level: Intermediate 
    Prerequisites: None 
    Advance Preparation: None 
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approced by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    Greg White, CPA

    Greg White, CPA, is an adjunct professor for Golden Gate University. He’s admitted to practice before the United States Tax Court. White is a founder and shareholder, WGN PS. He has been named a Top 50 IRS Representation Practitioners in the U.S. by CPA Magazine and has taught for a number of professional organizations. Greg enjoys the technical side of tax, but also likes to have fun in class.