Earn up to 8 Hours of CPE
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NSA 2012 Annual Meeting CPE Instructors 

            

CPE Session Materials for Annual Meeting Registrants Are Now Available for Download 
(NOTE: Printed copies of seminar materials will not be available onsite.)
A link to these materials is included in the email sent to all registrants for the 2012 Annual Meeting.

Domestic Tax Issues for Non-Resident Aliens
This course is aimed at practitioners who wish to expand their working knowledge of this specialized topic and receive hand-on tips. It will offer an overview of the subject as well as provide the practitioner, seeking to keep pace with a shrinking world economy, with the tools necessary to serve a diverse clientele. Topics will include the determination of residency for federal tax purposes, dual-status issues, tax treatment of income and expenses for non-resident aliens, available elections and tax credits, administrative issues, and departure filing requirements.
 
Presented by  Monica Haven, EA, JD, LLM
CPE: 1 Hour/Taxes

The New Schedule E
The Schedule E has had a major facelift in 2011. Hot issues are "Self-Rental", "Vacation/Short-Term Rental" and "disclosing Form 1099". Do you file for a client with a "Qualified Joint Venture"? The old Schedule E was challenging enough. Are you covering all the details or letting your software do the work? In this session we will present the scenarios, resources and court cases that you need to understand so you can file the New Schedule E in the real world of your practice.

Presented by  Robert L. Cross, PA, ABA, ATA and  Kathy R. Hettick, EA, ABA, ATP
CPE: 1 Hour/Taxes

1031 Exchanges: Creative Strategies for Addressing More Complex Issues
This cutting edge course will discuss creative exchange strategies including the more complex issues covering exchanges of vacation property, split-use, farms/ranches, personal property, easements, and much more. This class will also address reverse exchanges and improvement exchanges. In addition we will cover the latest tax court decisions and PLRs related to Section 1031 so you will have the necessary knowledge, skill, and creativity to give the proper advice to your clients.  

Presented by  Scott R. Saunders
CPE: 2 Hours/Taxes  

Challenging Capital Transactions
This course will examine specialized situations involving capital gains and losses. A brief overview of definitions, holding periods and cost basis will be followed by an in-depth exploration of issues facing investors. Topics include the tax consequences of buying and selling investment companies, equity options (including puts and calls), futures and making short sales. The complex tax treatment of Small Business Stock, Incentive Stock Options and the sale of depreciable property will be reduced to simple methodology while various tax minimization strategies will be presented. 

Presented by  Monica Haven, EA, JD, LLM
CPE: 2 Hours/Taxes

Foreign Tax Issues for U.S. Citizens
Whether here or overseas, U.S. taxpayers face a myriad of issues and must contend with countless special forms.　 This course will help the practitioner assist his American clients as they live, travel and work abroad.　 Topics will include foreign earned income and foreign housing, the foreign tax credit, information for military personnel, inter-agency cooperation, and tax avoidance schemes.   

Presented by  Monica Haven, EA, JD, LLM
CPE: 1 Hour/Taxes   

Preparer Due Diligence in the Real World!
As a tax professional you may be challenged if there is a mistake on a return or an understatement of tax. Do you fully understand Circular 230 § 10.22 as it pertains to all the “due diligence” that is required of you? Are you asking the right questions concerning Conflicts of Interest, EITC, Hobby versus Business and Foreign Accounts? If something goes awry do you have the proper documentation? With the perspective of hindsight, did you do the right thing? What effort is required of you as a reasonable and prudent preparer to obtain the relevant and pertinent facts? In this session we will examine and discuss real-world situations that illustrate the ethics and standards for the documentation and the questions you need to ask to meet the due diligence requirement of Circular 230 § 10.22.

Presented by  Robert L. Cross, PA, ABA, ATA and  Kathy R. Hettick, EA, ABA, ATP
CPE: 1 Hour/Ethics

Learning Objective: To provide participants with the latest education in practice management, accounting, tax, elder care and ethics to keep them abreast of regulations affecting the profession with emphasis on compliance issues.
Program Level:  Basic/Intermediate
Prerequisites: None
Advance Preparation: None
Delivery Method: Group Live 

 
 Photo Credit: www.hawaii.gov

 The National Society of Accountants is registered with the National Association of State Accountancy Boards (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN  37219-2417. Web site: www.nasba.org. National Registry of CPE Sponsors ID Number: 103039.





NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California.  A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.org.