​​​​​​​​​Connecticut Chapter Education

CT NATP - June Conference

This event will host AJ Reynolds and offer the following education:

• Descendent Estate and Final 1040:
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  Join us for this essential class on critical issues affecting the decedent. What is the significance of "Step Up" Basis on decedent's assets? What forms are required and or recommended to be filed? What happens with the decedents Capital and Net Operating Losses? Who or What is a Personal Representative? Who can sign the decedent return if no estate is open? Significance of IRC Section 454 regarding Savings Bonds will be discussed in addition we will define terms associated with the decedent, review filing dates, and separating income and expenses between the decedent and estate. Bonus Material: Review issues surrounding delay or frozen refunds for deceased individuals, obtaining a POA for a decedent, and issues surrounding decedent's Digital Assets.
• Tax Planning for Moderate Income Clients:
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  Tax Planning is not just for the rich and famous. This course will provide insights to numerous topics so tax professionals can assist their moderate-income clients to create and preserve wealth. Ensure we provide our clients with the tools necessary to provide practical tax planning techniques and be hands-on to develop a long-term beneficial relationship. Join us in deciphering the mystery of Tax Planning for the average taxpayer.
• IRS Penalty Abatement – Reasonable Cause & Removal of Penalties:
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  This course presents numerous topics within the subject of Reasonable Cause. We will demonstrate how to navigate a first-time Abatement Program. We will show by using the Internal Revenue Manual, IRC, Regulations and case law how to navigate and support your clients reasonable cause position. This webinar will provide valuable techniques to assist our clients to reduce penalties imposed by the Internal Revenue Service in various situations. Come join us for this indispensable webinar to assist your clients in their time of need.
• Virtual Currency: A Simple Approach & Overview:
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  Cryptocurrency is a decentralized digital currency otherwise known as Virtual Currency. The term "Cryptocurrency" generates countless amounts of uncertainty and anxiety among tax professionals. The language, single-handedly strikes apprehension among us. This course will provide you with the confidence to deal with Cryptocurrency and will enlighten tax pros on this crazy language. So, join us in deciphering the mystery of Virtual Currency.
• CT DRS Update with Deputy Commissioner John Biello:
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  Connecticut Department of Revenue Services Update with Philip Soucy and Louis Bucari from the Commissioner's office.

Register Now!

Date & Time:

Location:

Fees:

Early pricing available until May 24, 2025
The meal and electronic materials are included with registration.

Cancellation Policy:

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.

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