To Sign up for this Amazing Conference, click here for the Registration Form: Spring2014registration

Spring Conference

Speaker: Kathryn Keane, AE

May 15-16, 2014

Daytona Beach Hilton

100 N. Atlantic Blvd., Daytona Beach 32118

386-254-8200

Topics:

Ethics 2 hrs

Home, Taxable Home (6 hrs)

AMT (2 hrs)

Educational Tax Breaks (2 hrs)

Global Clients: FBAR, Foreign Tax Credit, Foreign Earned Income Exclusion (2 hrs)

Identity Theft and the Tax Return (2 hrs)

Pricing:

Before May 1, 2014: Both Days/1 Day Members: $370/$205                                                          Nonmembers: Both Days/1 Day: $410/$240

After May 2, 2014: Both Days/1 Day Members: $420/$245                                                                 Nonmembers: Both Days/1 Day: $450/$270

 

 _________________________________________________________________________________________________________________________________

TOPICS DETAILS: 16 CPE Hours

 

 

 

Ethics, 2 hrs.:

In our increasingly unethical society, the tax professional faces growing challenges. From EIC due diligence to compliance, this session will give tax professionals the tools to stay out of the danger zone!

 

 

Home Taxable Home, 6 hrs.:

Home ownership continues to be the great American dream. This hands-on seminar covers the ins and outs of home ownership from acquisition issues, establishing the basis, deductibility of mortgage interest and real  estate tax, to disposition issues. A through look at the most personally significant asset our client own. 

 

 

AMT 2hrs.:

AMT, the most terrorizing abbreviation ever! Never have three letters caused so much anxiety, in this session, the attendees will not only understand AMT, but be able to explain to regular people.

 

 

Education Tax Breaks, 2 hrs.:

As our economy still struggles, financial aid dollars are drying up. More and more clients are carrying more of the financial end of college and other post-secondary education. This session will address all the options   available: American Opportunity, Lifetime Learning, Tuition Deduction, and the ever confusing 1099-Q     distribution.

 

 

 

Global Clients: FBAR, Foreign Tax Credit and the Foreign Earned Income Exclusion. 2 hrs.:

More clients are investing overseas as well as living and working outside the US. This session will look at FBAR requirements for those with investments overseas: and impact on taxpayers. Everyone has a client with some foreign income whether is a dividend from a foreign stock or a job overseas.

 

 

 

Identity Theft and the Tax Return, 2 hrs.:

Identity Theft continues to be one of the largest problems facing our clients. Delayed Refunds are just the tip of the iceberg. This session will address how we can protect our clients in our offices, in working with IRS, Social Security and state agencies.

 

_______________________________________________________________________________________________________________________

General Information

 

CPE Credits

There will be 16 CPE credits available for attending all classes both days.

 

Cancellation Policy

All conference cancellation must be made in writing. Cancellations will be accepted through May 1, 2014 minus $30.00 administrative fee. No refunds will be allowed after May 1, 2014.  All requests should be mailed to Stuart Miller, Treasurer, FL Chapter of NATP 18551 N. Miami  Ave, Miami FL 34526

 

Conference Materials

Conference materials will be available at the registration desk.

 

Smoking Policy

Smoking is not permitted in the conference sessions.

 

Reminder

Casual and layered clothing is recommended due to individual tolerance levels of registrants to room temperatures.

 

Please note

Every person attending regardless of function, must submit a separate Registration form. Please photocopy this form if necessary. (One check is acceptable for multiple registrations).

SPECIAL ROOM RATE: $135 PLUS TAX A NIGHT! CALL 1-866-536-8477

CODE FL NATP

 ____________________________________________________________________________________________________________________________________

 

About the Speaker: Kathryn M. Keane

 

Kathryn M. Keane, EA, is the principle tax professional at Macanta Corporation, as small family owned tax and related services practice located in Brooklyn, NY, serving over 850 individual clients and 50 businesses.  In December 2006, Kathryn completed two 3 year terms on the National Board of Directors of the National Association of Tax Professionals, which included one year as Secretary.  Kathryn was awarded Chapter Person of the Year for 2002 and for 2008 recognizing her volunteer service to the community at large as well as to NATP.  In addition to serving on the Board of the NY Chapter of NATP, she is currently serves as Chair of the Chapter’s Education Committee and as the Chair of the IRS Tri-Boro   Practitioner Liaison Committee.  Kathryn presents for the National Association of Tax Professionals as part of their Famous 1040 series, spoken at their National   Annual Conference and for NATP Chapters across the country.  She frequently speaks at Pratt Institute of Art and to a variety of local community groups.  Kathryn is a member of the National Society of Accountants, National             Association of Enrolled Agents, and the Better Business Bureau of NYC.  Kathryn has a BS from Brooklyn College.