NSA Gear Up Individual Tax Seminar

  • Thursday, November 20, 2014
  • Friday, November 21, 2014
  • Mohegan Sun Resort • Uncasville, CT

16 hours CPE:  13 hrs Tax + 3 hrs Tax Update 

This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation and extenders,  revenue rulings and procedures, as well as case law to help the busy practitioner keep current.  Speakers are all practicing preparers who will share practical tips and insights to help you get ready for tax season. 

Topics include:

  • Complete coverage of new tax rates for higher income taxpayers
  • Return of the phase-out of itemized deductions and exemptions
  • New Medicare taxes effective in 2014
  • Health care insurance penalties effective in 2014
  • Permanent and temporary extensions
  • Updated information on Form 1099
  • Changes to the IRS Voluntary Classification Settlement Program
  • Due diligence requirements for claiming the EIC
  • Changes to Circular 230 and other IRS preparer requirements
  • Business and energy extenders
  • Reporting foreign financial assets on Form 8938
  • Good news on AMT and transfer taxes
  • Safe harbor deduction for home offices

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