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NAEA
The Call for Speakers submission for the 2020 National Conference deadline is fast approaching. If interested, submit your proposal by January 24, 2020!
The event will be held in conjunction with NAEA's National Conference from August 2-6, 2020, at the Westin Kierland Resort & Spa in Scottsdale, Arizona.
Please note that ALL speakers (including returning speakers) are required to fill out an application by the following dates:
- Graduate Level in Representation and Tax Preparation Issues Deadline: January 24, 2020 at 11:59 P.M. (Pacific Time)
Before submitting a proposal, review and print the following items:
Notification of acceptance will be sent by February 14, 2020.
NAEA
The Internal Revenue Code has fortified homeownership through provisions allowing deductions for mortgage interest, mortgage insurance premium, real estate taxes, and the IRC §121 exclusion. This webinar will explore the tax consequences of qualified use, non-qualified use, conversion of primary residence to rental property, home office use, and other scenarios that have tax implications.
Upon completion of this course, you will be able to:
- Understand the provisions of IRC §121.
- Compute gain or loss from primary residence sales, the amount qualifying for the §121 exclusion.
- Distinguish between qualified and nonqualified use of the primary residence.
- Learn how to calculate depreciation recapture.
- Understand when a client has an unforeseen circumstance which will qualify them for the §121 exclusion.
- Assist clients with tax planning on the issues of multiple residences.
- Discuss office in home use and the importance of the surrounding land associated with the primary residence and how to qualify for the exclusion.
REGISTER TODAY
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The Master in the Study of Tax Law provides students with access to one of the most comprehensive curricula for advanced tax studies in the country. We equip students with the practical skills required for success in the field of taxation, whether through residential studies in Boston, online, or a combination of both formats.
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NAEA
The SECURE Act makes the biggest changes to retirement plans since 2006 and upends much of our tax planning we have been doing with our clients. This session will inform you what this new law changes in retirement plans and how to provide the best tax planning for your clients. We will dispel myths and confusion about this new law. The IRS also thinks you are going to be living longer so we will also review the new RMD tables that will take into effect in 2021.
Upon completion of this course, you will be able to:
- Learn what the new tables will do to your client's RMDs.
- Navigate the confusing transitional rules
REGISTER TODAY
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NAEA
This issue covers updates to the Tax Cuts and Jobs Act ahead of tax season including the new tax forms and examines the financial planning using qualified opportunity zones. “Your Questions Answered” reviews residency requirements for income taxes. NAEA President Jerry Gaddis reminds members to be active on social media this tax season and this issue’s Editor’s Message encourages progress, not perfection.
Don’t forget to take the EA Journal CE test to earn four credits.
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Amplify the efficiency of your practice and improve collaboration with clients by automating several steps in the tax prep process. The direct integration allows for the import of client data and the ability to print directly to a specific client folder from the Lacerte/ProSeries app.
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NAEA
The National Association of Enrolled Agents’ (NAEA) The Tax Cuts and Jobs Act: Lessons Learned is your resource to navigate the recent changes to the tax law. This e-book provides guidance on a variety of areas affected including changes to Form 1040, qualified business income and rental activities, income from fantasy sports, expatriates (expats), acquisition and disposition of intangibles, nonprofits, S corporations/C corporations, restaurants, and state and local taxes (SALT).
This e-book also offers resources from the IRS, BDO, and NAEA to keep you fully up-to-date plus eight hours of continuing education credits.
Purchase your copy today.
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Efile4Biz offers all-inclusive print, mail and e-file services for quick, efficient and secure e-filing of 1099 and W-2 forms. Everything is done online, eliminating the need for software or paper forms. Maintain and file 1099 and W-2 forms for multiple clients under one account. Get started today!
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Thousands of industry professionals subscribe to association news briefs, which allows your company to push messaging directly to their inboxes and take advantage of the association's brand affinity.
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NAEA
Does an issue have you stumped? Check out the NAEA Member Forum to find answers to your questions about Form 2848.
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A note to our readers: The following is a list of news coverage highlights earned over the past 30 days or so. This is by no means a comprehensive list of all relevant news stories that mentioned NAEA members during that time.
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Robert Kerr, EA, was interviewed by Bloomberg Tax. Read “Tax Season Is Coming and It Might Be as Chaotic as Last Year.”
Juan Montes, EA, was interviewed by U.S. News & World Report. Read “Tax Benefits for Homeowners.”
John Schulte, EA, was interviewed by Parentology. Read “New Laws That Will Impact Your Family in 2020.”
Accounting Today
Mark Friedlich writes "I have interviewed many companies across the country in many sectors, from the largest multinationals to small and midsized enterprises. My focus was on whether and how these businesses are evaluating their tax operating models and reconsidering how their tax teams approach increasing regulatory, talent, technology and other challenges in order to build a future-ready tax compliance operating model."
READ MORE
CNBC
If you waited more than a month for the IRS to process your tax return and get a refund last year, you’re in good company. While the IRS prevented $2.7 billion in refunds from being issued to fraudsters between January 1 and September 30, 2019, more than a few legitimate tax returns were held up in the process, according to a recent report from the Taxpayer Advocate Service, an internal watchdog for the IRS.
READ MORE
International Business Times
What’s the most important tax form? You might say Form 1040, and you would be right that everyone has to file one. But arguably a close second is IRS Forms 1099, which usually arrive in late January. The IRS likes these reports (a lot) because they allow easy computer matching of Form 1099 data against tax returns.
READ MORE
Forbes
Chad and Dana Loube thought that they had found a great deal. They had purchased a property in Potomac, Maryland, that was a tear down. They learned that there was a more tax efficient socially responsible step on the way to achieving the vacant lot that they wanted to build on.
READ MORE
The New York Post
After the Connecticut General Assembly passed a billion-dollar tax hike in 2015, General Electric warned they might move their corporate headquarters out of the state if then-Gov. Dannel Malloy signed the bill. Malloy went ahead, and the following year General Electric announced the elimination of hundreds of jobs as they packed up the headquarters they’d called home for over 40 years.
READ MORE
CPA Practice Advisor
The Internal Revenue Service has launched a new and improved Tax Withholding Estimator, designed to help workers target the refund they want by having the right amount of federal income tax taken out of their pay. The Tax Withholding Estimator, now available on IRS.gov, incorporates the changes from the redesigned Form W-4, Employee’s Withholding Certificate, that employees can fill out and give to their employers this year.
READ MORE
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NAEA Tax Break | Volume 2: Issue 9
Connect with NAEA
Recent Issues | Unsubscribe | Web Version
Colby Horton, MultiView, Executive Vice-President, Publishing/Marketing, 469-420-2601 | Media Kit
Bethanney Standerfer, Content Editor, 469-420-2688 | Contribute news
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