Friday, August 23, 2013

Save The Date - October 29th 2013 - For Our Annual Meeting & Educational Seminar

Join the Massachusetts / Rhode Island NATP Chapter on Tuesday, October 29th, 2013 for our Annual Meeting & Educational Seminar. This all day event will be held at the Holiday Inn in Mansfield, MA. Registration details will be forthcoming, and will be handled online by National this year. We will provide a link to the registration website once it is up and running. But until then, please take a look at the details on our speaker and topics provided in this great 8 CE Hour opportunity including continental breakfast, snacks, lunch, vendors and great networking opportunities.

Speaker - Kathryn M. Keane, EA.

Kathryn is a principal of Macanta, a small tax and related services practice located in Brooklyn, NY, serving over 850 individual clients and 50 businesses. In December 2006, Kathryn completed two three-year terms on the National Board of Directors of NATP and was twice awarded Chapter Person of the Year for 2002 and 2008 for her volunteer service to the community at large as well as to NATP. In addition to serving as an Education Committee member for NY NATP, she currently serves as Chair of the IRS Tri-Boro Practitioner Liaison Committee. Kathryn is a frequent speaker for NATP Chapters. She has also presented for VASEA, NCCPAC (Nassau-Suffolk County Chapter) and local chapters of NYSSCPA. Kathryn has a B.S. degree from Brooklyn College.

Global Clients: FBAR, Foreign Tax Credits and the Foreign Income Exclusion

More clients are investing overseas as well as living and working outside the US.  This 2 CE hour session will look at FBAR requirements for those with investments overseas: who must file FBAR, what exactly is reported, what is our obligations.  The session will cover the Foreign Earned Income Exclusion, requirements, mechanics and impact on taxpayers.  We will also address the Foreign Tax Credit: who, what, how and why?  Everyone has a client with some foreign income whether is a dividend from a foreign stock or a job overseas, this session will feature a comprehensive federal return looking at all these global issues.

ACA—the Affordable Care Act: what you need to know for your client

This 2 CE hour session will look at the features of the ACA that we will see in the 2013  season such as the 3.8% investment tax and the .9% Make Too Much Earned Income Tax.  We will address what exactly is considered when calculating the thresholds, what is the limit for each of the different positions.  In addition, we will cover the requirements on all taxpayers to obtain health insurance in 2014.

AMT—Alternative Minimum Tax

Alternative Minimum Tax! Ever try to explain it to a client?  This 2 CE hour session is a hands on session on that will take on the usual and commonly overlooked AMT triggers.  We will discuss ideas to reduce the AMT impact.  At the conclusion of our session, most of our example will flow into a comprehensive problem.

Ethics—Operating an Ethical Tax Practice in an Increasingly Unethical Society

No code quoting, holier than thou, lecture on abstract ethics in this 2 CE hour session.  We will actively and openly discuss the ethical challenges facing tax practices today.  We work on Conflicts of Interest, Due Diligence, Accuracy, Preparer Penalties and other things that threaten to smash our practices.

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