​​​​​​​​​​​​​​​​​​​New Hampshire/Maine Chapter Education

NH-ME Chapter of NATP Spring Seminar

This event will host Kathryn Keane, EA and will offer the following education:

• Form 3115: What does it really mean to the average preparer?
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  Never before we have seen changes to the rules cause so much confusion as the repair regulations. This session will review the regulations and discuss, complete with situations, the proper use of Form 3115. After this session, attendees will be able to: • Understand the use and purpose of Form 3115 including when a request is automatic and when advance consent is required • Understand each section of Form 3115, determine when each section is used and correctly complete those sections. • Prepare Form 3115 for a change in accounting method due to the repair regulations. • Prepare Form 3115 for missed depreciation, including any required attachments.
• Life Estates: A Deep Dive
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  As our clients age, many put real estate in a life estate. This session examines the Life Estate from its set up to the premature sale. After this session, attendees should be able to: • Recognize when a life estate may be advisable. • Determine the basis of a property placed into a life estate. • Prepare a Form 709 to report the life estate. • Properly report the sale prior to the death of the grantor. • Advise clients on basis if the grantor dies.
• Global Clients: FinCen, FBAR and Other Foreign Account/Transaction Reporting
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  More and more clients are finding themselves in reportable situations relating to foreign accounts. This seminar will provide the tax professional with the information to properly advise and service their clients in this important area. After the seminar, attendees should be able to: • Recognize reportable accounts. • Recognize the potential for reportable accounts. • Advise clients on their obligations. • Understand the penalty structure and advise clients on navigating it.
• Earned Income Credit in an Ethical Tax Practice
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  Earned Income Credit remains a priority in enforcement. This session provides a review of EIC requirements, but focuses on Form 8867, document review, record retention, and the potential for preparer penalty. After this seminar, attendees will be able to: • Understand the EIC and its calculation. • Establish a procedure to ensure due diligence in the tax office. • Recognize acceptable documents to review for EIC due diligence requirements. • Formulate a record retention policy relating to EIC requirements. • Recognize potential preparer penalty areas.

Register Now!

Date & Time:

May 22, 2025
Attendee Check-In: 8:00 a.m. ET
Education: 8:30 a.m. - 5:00 p.m.

Location:

Hilton DoubleTree
172 North Main Street
Concord, NH 03301
603-224-8266

Fees:

Early pricing ends May 15, 2025.
Registration includes meals and electronic materials. Electronic materials will be shared with attendees after the event.

Cancellation Policy:

Cancellations must be submitted to NATP by May 1, 2025.

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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