Wednesday, November 1, 2017

WATCH THE IRS NATIONWIDE TAX FORUM SESSIONS FOR FREE!




Still waiting for responses to my Meet and Greet interview form – so here is a special Wednesday post.

Back when the Northeast presentation of the IRS Nationwide Tax Forums was held in New York City (and before that Atlantic City) I would attend each year.  I stopped when the location was moved to the National Harbor in Maryland.

The IRS Forums were, at least initially, very reasonably priced.  Perhaps more important to me, you learned the IRS perspective on many relevant tax topics and issues.  The “keynote” presentation was usually by a top-ranking IRS official.  And you got to hear from instructors who were not only IRS employees, including usually Nina Olsen, but also actual tax professionals from NATP, NSTP, and other tax preparer membership organizations.

While the NATP “replacement” of the Forum in more conveniently located Atlantic City provides good education, it lacks the IRS perspective.

My major complaints with the IRS Forums were (1) the sessions were limited to 50 minutes, clearly not long enough to properly cover some topics, and (2) there were no tables in the rooms, so it was difficult to take notes.  The same criticisms apply to the NATP Forum, although the individual sessions were this year 1 hour 40 minutes – 2 50-minute CPE hours each. 
If you, like me, did not attend any of the 2017 IRS Nationwide Tax Forums you may “audit” some of the individual sessions online - watch a video of the session with of the presentation and the power point slides without receiving CPE credit - for free. 

If you want CPE credit you must pay $49.00 per session.

I was interested in these sessions -  

This seminar will focus on issues surrounding rental real estate, including conversion to and from personal use, tax deferred exchanges (IRC 1031), involuntary conversions (IRC 1033), and interest tracing requirement (IRC 163). In addition, this presentation discusses the IRC 280A tax considerations for property that is rented and used personally, including the use of a principal residence in the shared economy.

By the end of this presentation, you will be able to:

Determine the meaning of "Interest Tracing"
Identify when deferred deductions are applicable
Differentiate between personal and business property
Identify deferred gains opportunities
List and Identify foreign real estate property expenses that are deductible

This seminar will focus on numerous tax implications of renting a personal residence from vacation property to rooms with AirBNB. The presentation will also discuss related issues such as disposition, passive loss and personal residence exclusion along with a review of relevant court cases.

By the end of this presentation, you will be able to:

List examples of personal use
Determine allocation of deductible vs. non-deductible expenses
Identify deduction limitations
Determine the tax impact of disposed property
List aspects that determine the definition of dwelling

This seminar will discuss the major tax law changes for 2017, including how they affect tax forms and publications.

By the end of this presentation, you will be able to:

Identify expired tax provisions
Determine changes to qualifying widow(er) status
Identify new forms for oil and gas credits
List changes to forms for education credits
Identify new partnership audit rules

There were also sessions on IRS Notices, Dealing with IRS Appeals, and due-diligence topics.
In addition to watching the seminar recordings you can print out the transcript and Power Point slides for each presentation.

TAFN







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