Webinar: 2022 1040 Individual Tax Conference Part D by Professional Tax Institutes, Inc.

1. §501 (c) or (d) qualifies an organization as “exempt from taxation”*

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About This Webinar

As your client demographics age, what do you discuss with them about Social Security or Medicare related items? Did they invest enough for retirement? What about those day-to-day items and how to meet the ever-increasing costs? We will look at these issues to include home equity loans or reverse mortgage loans. Exempt Organizations, the tax rules governing nonprofits are numerous and complex, and violations of these rules may endanger an organization’s exempt status, therefore, it is important to understand the basic rules for exempt entities. Partnership Basics we all struggle with can be the nature and creation of partnerships, elections, capital accounts, property contributions, and everyone’s favorite – partner’s tax basis. After attending this presentation, the practitioner will understand the features of these issues to better serve the public. IRS Provider #0FY01. This course is not NASBA approved.

Agenda

Elder Issues
Partnership Basics

Presenters

Paul Bumgarner, Charlotte, NC

Shareholder, Enrolled Agent

Paul is a sole practitioner in Charlotte, NC. After opening his practice in 1974, he became an enrolled agent in 1977. Paul attended the University of North Carolina at Charlotte and is a graduate of Central Piedmont Community College with a degree in accounting. He has served as a seminar speaker for various accounting organizations for more than 35 years, 20 of which as a farm and small business tax instructor for NC State University.

Fran Coet, Fairhope, AL

CPA

After successful tax and accounting career owning Coet 2 CPAs and as a partner with the successor firm, ATLAS Advisors & CPAs, a regional CPA firm, Fran Coet left the Front Range area of Colorado and relocated to the Eastern Shore of Mobile Bay in Alabama. Since April of 2021, she is growing her boutique tax planning and preparation firm, A Dollar Here, A Dollar There, PC. Fran is licensed as a CPA in Colorado & Alabama.

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