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Simulcast location

Boise, ID

Dec. 1 & 2, 2022

16 CPE for AFSP, EA, CPA, CRTP, CFP®

This event is hosted by an NATP chapter. The NATP instructor will deliver the content via broadcasted platform. A chapter facilitator will be available to ask the instructor questions on behalf of the location attendees. In between content topics, you’ll be able to network and discuss local issues with other attendees.

Fees

Premium

Professional

Basic

Not a member

Early price

Within 7 days*

$425

$475

$425

$475

$538

$601

$566

$633

*Any registrations received less than 7 days prior to the workshop date will be charged a minimum additional $50 depending on membership level.

Location

Best Western Northwest Lodge

6989 S. Federal Way

Boise, ID 83716-9604

208-287-2300

Schedule

Event starts both days at 8:00 a.m. Pacific time and lasts until 4:30 p.m. Check-in opens at 7:30 a.m. Lunch is on your own from 11:45 a.m. to 12:45 p.m.

Summary

We’ll be covering issues you’ll likely to see in the 2023 tax season when preparing the 2022 tax returns. Individual topics include determining the §121 exclusion for sales of primary residences for various scenarios, reporting cryptocurrency and NFT transactions, reporting a 1099-K received for different activities and analyzing §1031 exchanges. Business topics include filing schedules K-2 and K-3 to report certain items of international tax relevance and determining basis for both S corporation shareholders and partners in a partnership. As a trusted resource for tax professionals, we will also include and interpret the most recent legislation and IRS updates as they become available.

Objectives

​Upon completion of this course, you will be able to:

  • Analyze new tax laws and developments for individuals and businesses

  • Determine the tax treatment of different sources of income

  • Analyze the change in tax rules for certain credits and deductions

  • Identify extended and expired tax provisions

  • Calculate basis for shareholders and partners

  • Determine the §121 exclusion available on the sale of a residence

  • Examine the recent updates in virtual currency

  • Analyze how and when a §1031 exchange occurs

CPE details

Instructor:
Course level: Update
Prerequisites: Fundamental knowledge of individual and business income tax
Advanced Preparation: None
Delivery Method: Group-Live

Tom O'Saben, EA (on-site)

Cancellation policy

To cancel your registration, you must notify NATP member services at least 48 hours before the event begins to receive a refund. A fee of $50 will be withheld from your refund. No refunds will be granted within 48 hours of the event. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.