Jul
26
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry Denver

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.   Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • And more!

REGISTER HERE

NOTE: There is a 2nd day of advance material on cannabis taxation, in the same location, on July 27th

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for breakfast and registration.

NOTE: All of our events include breakfast, lunch and breaks.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

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Jul
27
8:00 AM08:00

2018 Intermediate and Advanced Issues in Cannabis Tax Preparation, Planning and Defense Denver CO

Earn up to 9 hours of IRS CE, CTEC CE, or CO MCLE

Ensuring tax professionals posses the tools 

to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases. Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients.

Join us for 9 hours of continuing education taught by enrolled agents, CPAs and attorneys.   Material to be covered includes:

  • Update on IRS cannabis examinations, from practitioners involved in representing dispensaries and grows
  • Taxation of CBD oil and hemp - the Farm Bill protections, aplication of IRC 280E and more
  • Taxation of anciallary cannabos industries
  • And more --- agenda will expand as speakers confirm

 On-site registration and starts at 7 am.  Class starts at 8 am sharp and ends promptly at 5 pm. Lunch on site is  included.

REGISTER

Credit is available for IRS, CTEC and NASBA

Continuing Education:

 

 

Tax Practice Pro Inc  is recognized and approved by the Internal Revenue Service Return Preparer Office (RPO) as a qualified sponsor of continuing education programs. 

 

Tax Practice Pro, Inc has been approved by the California Tax Education Council to offer continuing education courses that count as credit towardsthe annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirementsto register as a tax preparermay be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832), or on the Internet at www.ctec.org

 

National Association of State Boards of Accountancy (NASBA) Sponsor Identification Number: 137387 Tax Practice Pro  Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 


OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

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Aug
13
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry - Oklahoma City, OK

PREPARING TAX RETURNS FOR THE LEGAL MARIJUANA INDUSTRY

Oklahoma, the 31st State!

Program qualifies for IRS credit for enrolled agents, NASBA for CPAs and OK MCLE credit (pending)

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.  

The course is approved for CE by the IRS for enrolled agents, NASBA for CPAs, and the the OK Bar for attorney MCLE.   The course is approved for MCLE in other states; please call if you are an attorney needing MCLE.

Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • New material -- your client as a passive investor
  • A detailed tax return simulation from establishment of the entity through closing.
  • Importantchanges related to taxation of CBD and Hemp

REGISTER

SLEEPING ROOMS:  attendees should call the hotel directly to arrange for sleeping rooms (no room block).

PARKING: Parking is $10 for the day and is NOT included in your fee.

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for coffee and registration.  Lunch, breaks and beverages are inclued in the registration.  Please let us know in advance of any dietary requests.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

Speakers:

John Sheeley, EA

Goshen, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States.   He also prepares the occasional cannabis industry tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

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Aug
14
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry - Tulsa, OK

Oklahoma, the 31st State!

Program qualifies for IRS credit for enrolled agents, NASBA for CPAs and OK MCLE credit (pending)

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.  

The course is approved for CE by the IRS for enrolled agents, NASBA for CPAs, and the the OK Bar for attorney MCLE.   The course is approved for MCLE in other states; please call if you are an attorney needing MCLE.

Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • New material -- your client as a passive investor
  • A detailed tax return simulation from establishment of the entity through closing.
  • Importantchanges related to taxation of CBD and Hemp

SLEEPING ROOMS:  attendees should call the hotel directly to arrange for sleeping rooms (no room block).

PARKING: Parking is $10 for the day and is NOT included in your fee.

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for coffee and registration.  Lunch, breaks and beverages are inclued in the registration.  Please let us know in advance of any dietary requests.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

Speakers:

John Sheeley, EA

Goshen, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States.   He also prepares the occasional cannabis industry tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

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Aug
15
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry - Downstream Casino - Quapaw, OK Aug 15

Oklahoma, the 31st State!

Program qualifies for IRS credit for enrolled agents, NASBA for CPAs and OK MCLE credit (pending)

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.  

The course is approved for CE by the IRS for enrolled agents, NASBA for CPAs, and the the OK Bar for attorney MCLE.   The course is approved for MCLE in other states; please call if you are an attorney needing MCLE.

Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • New material -- your client as a passive investor
  • A detailed tax return simulation from establishment of the entity through closing.
  • Important changes related to taxation of CBD and Hemp

REGISTER

SLEEPING ROOMS:  Room block code is TAXPPRO. 

Downstream Hotel Casino Resort 918-919-6000

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for coffee and registration.  Lunch, breaks and beverages are inclued in the registration.  Please let us know in advance of any dietary requests.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

Speakers:

John Sheeley, EA

Goshen, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States.   He also prepares the occasional cannabis industry tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

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Sep
18
to Sep 19

NM NATP/John Sheeley Fundraiser for Lisa Sexton EA Scholarship Fund

Scheduled courses - John Sheeley, EA speaker:

 

Day 1:    Basics of Cannabis Taxation (4)    7Q3WU-T-00089-18-I

              Taxation of Passive Cannabis Investments (2) 7Q3WU-T-00090-18-I

Day 2:    Foul Ups, Bleeps and Blunders with S Corps (2)    7Q3WU-T-00091-18-I

              Sch E beyond the basics (2) 7Q3WU-T-00092-18-I

              Basics of International Taxation. (2)  7Q3WU-T-00026-15-I

 

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Sep
20
3:30 PM15:30

NY/CT Association of Tax Professionals with John Sheeley EA

NOTE: John Sheeley, EA is the speaker at this event.  However, registration and CE are handled by the sponsor.  This event includes dinner.

Section 199A (the new 20% deduction rule!)
Taxation Issues of the Twenty First Century!

Speaker: John Sheeley, EA

4 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may also qualify

Note – This meeting is on a Thursday!

Meeting Schedule
2:30 – Board Meeting & Committee Meetings

3:30 – First Session
5:10 – Business Meeting
5:30 – Buffet Dinner
6:30 – Second Session
8:10 – Close

RSVP no later than the Sunday before the meeting
Members: $40.00    Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either.   Walk in Fee add $20.00.

 

 

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JOHN SHEELEY AT TEXAS CHAPTER NATP (DALLAS)
Nov
18
7:00 AM07:00

JOHN SHEELEY AT TEXAS CHAPTER NATP (DALLAS)

Join John Sheeley EA for a full day.  Program includes:
 

Policy, Procedure & Practice – 3 CE

 This course examines a number of compliance issues encountered in the tax office, and addresses how to comply with the law and regulation. Recommended best practices are discussed, including a focus on the responsibility of the manager or owner of the practice to supervise employees and the repercussions of the failure to supervise. Areas of coverage include general client privacy and best practices to ensure it; Introduction to the Gramm Leach Bliley Act, its requirements and compliance best practices, and also an introduction to Reg. 7216, its requirements and compliance best practices. Sample forms will be provided. Sample written policy and procedures will be offered to the participants.

 Casualty Losses – 2 CPE

 This course assumes the participant has experience preparing tax returns and has previously been exposed to Casualty Losses.    The course will review the key concepts and decisions regarding current year casualty losses, including:

Decision to carry-forward or carry-back; impact of federally declared disaster areas; when insurance payouts are not final; documentation and recordkeeping issues to be discussed with the taxpayer.

Basics of Taxation of Marijuana Businesses 3 CE

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases. Pitfalls abound both the taxpayer and the tax professional. This course addresses first the history of the regulation and its development. The course then introduces the current concepts and correct application of IRC 280E; IRC 263A and CCA 201504011

NOTE:  Tax Practice Pro, Inc, is NOT the issuer of the CE for this event, NATP is.


 

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Oct
21
4:00 PM16:00

John Sheeley at MI Society of EAs: Basics of Tax Prep for Marijuana Businesses

NOTE:  The course is NOT the same material as to offered in Portland, Oregon.

Basics of Taxation of Marijuana Businesses 3 CE

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases. Pitfalls abound both the taxpayer and the tax professional. This course addresses first the history of the regulation and its development. The course then introduces the current concepts and correct application of IRC 280E; IRC 263A and CCA 201504011

Flyer

 

Tax Practice Pro, Inc is NOT the CE sponsor for the event, the MI Society of Enrolled Agents is.  Registration info is in the flyer.

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Sep
17
to Sep 18

John Sheeley @ WI Society of Enrolled Agents

DAY 1 International Taxation (8 CE) Tax issues of US citizens abroad, tax issues of non-resident aliens living and working in the US as well as other international awareness issues. ZQTD6-T-00026-15-I

DAY 2

thics - The Difficult Interview (2CE) - Role playing taxpayer misconceptions and the tax professional’s best practices. ZQTD6-E-00034-15-I

Foul Ups, Bleeps and Blunders with S-Corps (2 CE) Taxpayer & tax professional misconceptions about shareholder-employee wages are discussed. ZQTD6-T-00035-15-I

Alphabet Soup of Employee Stock Plans (3 CE) includes Incentive Stock Options (ISOs), nonqualified stock options (NQSOs), disqualifying dispositions, employee stock purchase plans (ESPPs) and Employee Stock Ownership Plans (ESOPs). ZQTD6-T-00036-15-I

Affordable Care Act - 2014 - Tax Season Recap & 2015 (1 CE) increased penalties, CP2000 and how will we respond to these notices. ZQTD6-T-00037-15-I

Registration is through sponsor, WI Society of Enrolled Agents.

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Sep
9
5:30 PM17:30

John Sheeley EA @ NYSSEA Mid Hudson Chapter (Poughkeepsie)

"The Difficult Interview" Presented by John Sheeley EA

"This course looks at common misconceptions in refundable credit compliance and preparation. Through the use of role play, the course examines common misconceptions from the taxpayer perspective. The course covers best practices in interviewing taxpayers and in meeting the tax professionals 'duty to inquire' under due diligence. Best practices in interviewing and documenting files for due diligence are introduced. As a related matter, Circular 230 requirements for addressing conflicts of interest and 'informed written consent' are introduced and discussed at length. Sample office procedures and forms are provided to the participants for use in their own practices."

It really is a fun way to earn your annual ethics requirement.

THE CE IS AWARDED BY NY STATE SOCIETY OF ENROLLED AGENTS.

  • 5:30-6:00 Registration and Networking 
  • 6:00-7:00 Dinner & Announcements 
  • 7:00 - 9:00 CE Program and Follow - Up 

LOCATION Dutchess Golf Club, 2628 South Rd (Route 9), Poughkeepsie, NY 12601

845-452-3110/ www.dutchessgolf.com

For further information, please contact Dennis A. Gutting at 845-787-4498

or email dag406@aol.com 

NYSSEA is an approved CE provider with the IRS

IRS Program Number - XER5B-E-00213-15-I 2CE

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Nuts and Bolts of Representation with Marc Dombrowski, EA in NYC
Aug
26
8:00 AM08:00

Nuts and Bolts of Representation with Marc Dombrowski, EA in NYC

  • NYC Seminar and Conference Center (map)
  • Google Calendar ICS

"Nuts and Bolts of Taxpayer Representation" with Marc Dombrowski, EA in New York City. This course is designed for the tax professional new to representation, including new enrolled agents and CPAs, and new staff members at existing firms.

The eight hours of continuing education is divided as follows:

Representation 101 (4 CE)

IRS Correspondence: Action and Reaction (3 CE)

Modern Representation: e-services and representation software. (1 CE)

A 90 minute lunch is 'on your own' - dozens of dining establishments are within walking distance in the Chelsea neighborhood.

Successful completion of this class leads to 8 PTIN continuing education credits.

Marc will also give each attendee a copy of his "EA Care Package" - forms and schedules for use in a representation practice, which he developed over his 20 year career.

Class is held at the NYC Seminar and Conference Center,  71 West 23rd St, New York, NY 10010 - corner of 6th Avenue and 23rd Street.

JUMP TO REGISTRATION

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Basics of International Tax Prep in NYC with John Sheeley, EA
Aug
25
8:00 AM08:00

Basics of International Tax Prep in NYC with John Sheeley, EA

This course is designed to be a primer for those who have no experience in preparing tax returns with international issues.  Topics include:

Tax Issues of US Citizens Abroad , Tax Issues of Non‐Resident Aliens Living and Working in the US, Basics of Tax Treaties, and Basics of Foreign Asset Reporting . This course assumes  the attendee possesses  no prior knowledge of the subject matter, and include many "awareness issues" for practitioners.

John has 20 years experiencing preparing tax returns for foreign nationals living and working in the US, and for US ex-pats.

Class is held at the NYC Seminar and Conference Center,  71 West 23rd St, New York, NY 10010 - corner of 6th Avenue and 23rd Street.

REGISTER HERE

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Jul
31
8:00 AM08:00

Preparing and Defending Tax Returns for the Legal Marijuana Industry - Denver, CO

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases. Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients.

Visit the event website

REGISTER HERE

NOTE:  This is a LIVE course held in Denver, Colorado

View Event →