Welcome

MI September Special Seminar

https://www.natptax.com/Chapters/Pages/MichiganChapterEducation.aspx

This event will provide the following education:

  • Gambling: discusses reporting winnings, losses and the limitations, gambling sessions, and professional gambling.
  • 1040 Margin Entries: discusses “other income” for line 8z of Schedule 1 as well as qualified disaster retirement plan distributions and repayments reported on Form 8915 including COVID distribution payments and form 8915-E.
  • Navigating Form W-4: reviews the new Form W-4 requirements, proper preparation of the form; and planning ideas with application to specific scenarios.
  • Secure Act Essentials: reviews the new IRA distributions rules of the SECURE ACT, planning for inherited IRA’s and maximizing the opportunities that are available along with a preview of possible SECURE ACT II items.
  • Claim of Right: discusses how to determine when IRC 1341 applies and how to determine the dollar amount for the year. A look at available choices, if any, and a closer look at allowable choices and how to determine which one is best for the taxpayer along with a discussion regarding the application to the Michigan Tax Return.
  • Putting it All Together: reviews all topics that have been presented during the day.
  • IRS CPE: 8

    Date & Time:

    September 22, 2022
    Welcome Desk Opens: 7:30 a.m. ET
    Education: 8:00 a.m. – 4:45 p.m. ET

    Location:

    Eagle Eye Banquet Center
    15500 Chandler Rd
    Bath, Ml 48808
    517-903-8064

    Fees:

    Standard
    Member $100
    Non-Member $100

    Registration includes a meal and paper course materials. Guest are not allowed in the seminar, but can join a paid registrant during lunch, when pre-paying the $25 lunch fee.
    Paper materials are available for non-registrants to purchase directly from the Michigan chapter for $50. Contact MI Chapter Treasurer, Sylvia Collins, via email.

    Cancellation Policy:

    Cancellations must be submitted to NATP by Sept. 16, 2022, and are subject to a 20% fee.

    CPE Credits Field of Study
    0 Ethics
    8 Federal Tax Law Topic
    0 Federal Tax Law Update

.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

Save the Date   2022

     September 22     Sept Special                                                                           Lansing

Fall lineup   Purely Michigan                                                                                  Lansing

Special New Class Michigan Quirks                                                                        Virtual

Save the Date 2023

January 6th   Last Chance                                                                                       Lansing

May 18th & 19th   Spring Education & Annual Chapter Meeting                             Grand Rapids

 

The Michigan Chapter has exciting educational seminars in the works.  Save the date to keep updated.  Registration information, course information and instructors our coming soon, stay tuned.