The 2014 Fall Tax Conference Dates have been set for Thursday Nov 13 & Friday, November 1.  We have moved the conference to the Holiday Inn – St Lous SW – Route 66.

The agenda and format will be similar to past years and will include 2 hours of ethics.

 

MISSOURI ASSOCIATION OF TAX PRACTITIONERS
61st ANNUAL FALL TAX CONFERENCE
Holiday Inn – St Louis SW – Route 66
November 13-14, 2014

CONFERENCE FEES

Two Days $ 350.00
One Day $ 200.00

Fee includes conference participation, notebook of outlines, Thursday and Friday luncheons, continental breakfasts, and beverages at breaks. Lunch for non-registrants will be available upon request for an additional fee.

HOTEL INFORMATION

Holiday Inn
St Louis SW – Route 66
10709 Watson Road
St Louis, MO  63127

http://www.hiroute66.com/

 

REGISTRATION

Please call 913-660-0006 or email matp.info@gmail.com by Friday, November 7, 2014 to confirm your attendance, or fax the registration form below to 913-220-2923, so we can have an accurate count for seating, seminar materials and food. Complete the form below and bring it and your check to the conference. No shows will be billed a fee of $50.00.

MISSOURI ASSOCIATION OF TAX PRACTITIONERS
60th ANNUAL FALL TAX CONFERENCE
Courtyard Marriott – Columbia, MO
November 14-15, 2013

CONFERENCE FEES

Two Days $ 350.00
One Day $ 200.00

Fee includes conference participation, notebook of outlines, Thursday and Friday luncheons, continental breakfasts, and beverages at breaks. Lunch for non-registrants will be available upon request for an additional fee.

HOTEL INFORMATION

Courtyard Marriott – Columbia
3301 LeMone Industrial Blvd
Columbia, MO 65201
Map

If you haven’t already made room reservations with the hotel, you need to call Susan Cunningham direct at 573-443-8114 and tell her you are with MATP.

 

REGISTRATION

Please call 913-660-0006 or email matp.info@gmail.com by Saturday, November 9, 2013 to confirm your attendance, or fax the registration form below to 913-220-2923, so we can have an accurate count for seating, seminar materials and food. Complete the form below and bring it and your check to the conference. No shows will be billed a fee of $50.00.

 

 2013
TAX CONFERENCE AGENDA

Thursday, November 14, 2013

7:45 a.m. – 8:30 a.m.
Registration and Continental Breakfast

8:30 a.m. – 10:10 a.m.
Topic: Missouri Department of Revenue Update
Cindy Doss, Missouri Department of Revenue

10:25 a.m. – 11:40 a.m.
Return Preparer Penalty Issues & Collection Due Process Proceedings
Mary E. Lopinot, Attorney
Mathis, Marifian & Richter, Ltd.

11:45 a.m. – 12:45 p.m.
Lunch

12:45 p.m. – 2:00 p.m.
Corporate and Partnership Tax Update
 Estate and Gift Tax Update
Philip D. Speicher, Attorney
Mathis, Marifian & Richter, Ltd.

2:10 p.m. – 4:50 p.m.
Review of Significant Cases & Rulings of Past Year
Joseph P. Giljum, Attorney
Kohn, Shands, Elbert, Gianoulakis & Giljum, LLP

Friday, November 5, 2013

7:45 a.m. – 8:15 a.m.
Registration and Continental Breakfast

8:15 a.m. – 9:55 a.m.
Tax Provisions Affected by Health Care Reform 2014
Health Savings Accounts
N. Scott Borden, OFM Benefits Consulting, LLC

10:15 a.m. – 11:55 a.m.
IRS Tax Updates
Earned Income Tax Credit and Preparer Due Diligence
Catherine Murphy, CPA
IRS Senior Stakeholder Liaison

12:00 p.m. – 1:00 p.m.
Lunch

1:00 p.m. – 2:40 p.m.
Tax Practice Quality Control (2 Hour Ethics Requirement)
Joe Marchbein, CPA

2:55 p.m. – 4:35 p.m.
Federal Tax Update
Joe Marchbein, CPA

MISSOURI ASSOCIATION OF TAX PRACTITIONERS
59th ANNUAL FALL TAX CONFERENCE
Courtyard Marriott – Columbia, MO
November 15-16, 2012

CONFERENCE FEES

Two Days $ 350.00
One Day $ 200.00

MATP Members: 2 MATP Bucks can be used if registering for one or both days. Fee includes conference participation, notebook of outlines, Thursday and Friday luncheons, continental breakfasts, and beverages at breaks. Lunch for non-registrants will be available upon request for an additional fee.

HOTEL INFORMATION

Courtyard Marriott – Columbia, 3301 LeMone Industrial Blvd, Columbia, MO 65201
If you haven’t already made room reservations with the hotel, you need to call Susan Cunningham direct at 573-443-8114 and tell her you are with MATP.

 

REGISTRATION

Please call 913-660-0006 or email matp.info@gmail.com by Monday, November 12, 2012 to say you are attending, or fax the registration form below to 913-220-2923, so we can have an accurate count for seating, seminar materials and food. Complete the form below and bring it and your check to the conference. No shows will be billed a fee of $50.00.

22. September 2011 · Comments Off · Categories: Federal Tax Topics, MATP

IR-2011-96, Sept. 21, 2011

WASHINGTON — The Internal Revenue Service today provided additional clarification for tax return preparers about when to renew their preparer tax identification numbers (PTINs), how suitability testing will be conducted, and
when the continuing education requirement will begin.

The IRS today released Notice 2011-80, which provides that PTINs must now be renewed on a calendar year basis. All PTIN holders must renew their numbers using the online PTIN application or paper Form W-12 and pay the required fee ($64.25 for 2012) after Oct. 15 and before Jan. 1 annually.

The return preparer initiative requires anyone who is paid to prepare all or substantially all of any federal tax return or claim for refund to register with the IRS and obtain a PTIN. Certain preparers also must pass a competency examination, undergo a suitability check and complete continuing education courses annually. The IRS will designate individuals who meet these requirements as a Registered Tax Return Preparer.

Individuals designated as a Registered Tax Return Preparer will be authorized to prepare federal tax returns and claims for refunds and to represent their clients during an IRS examination of a tax return or claim for refund that the individual signed as the paid tax return preparer.

The notice also clarifies a number of other issues.

The IRS has been issuing provisional PTINs to individuals who are not attorneys, certified public accountants, or enrolled agents to enable them to prepare tax returns prior to meeting competency testing and suitability requirements because the programs have not begun. The IRS will continue issuing provisional PTINs at least through April 18, 2012. Once the IRS stops issuing provisional PTINs, tax return preparers who are required to complete the competency test or suitability requirements must complete these requirements successfully prior to obtaining a PTIN.

The notice also provides that the 15-hour continuing education requirement for certain tax return preparers will take effect starting in 2012. Registered Tax Return Preparers and individuals required to pass the Registered Tax Return Preparer competency examination before Dec. 31, 2013, must complete the 15-hour requirement prior to renewing their PTINs for 2013 and subsequent years.

The notice also explains that certain tax return preparers who must pass a suitability check will have to provide their fingerprints so that a Federal Bureau of Investigation database search can be conducted. Generally, the fingerprint requirement will affect those preparers who currently have provisional PTINs.

Under the current proposed regulations any participant in the PTIN, acceptance agent, or authorized e-file provider programs who resides and is employed outside of the United States will not have to be fingerprinted to participate in these programs. Such persons, however, must comply with all other elements of the suitability check. In addition, the Treasury Department and the IRS continue to study what additional requirements should apply to such persons. Any additional requirements would be set forth in future guidance.

Attorneys, certified public accountants, enrolled agents, enrolled retirement plan agent and enrolled actuaries also are expected to be exempt from the fingerprinting requirement at this time.  However, these individuals also must answer all the suitability questions asked on the PTIN application, such as whether they have been convicted of a felony in the previous 10 years.

Individuals participating in the PTIN, acceptance agent, or authorized e-file provider programs also are required to meet any other requirements of the programs in which they are participating. The IRS is working with third-party vendors who will collect and process the fingerprints.

Proposed Regulations Related to User Fees

The IRS also published proposed regulations today (REG-116284-11) that would establish user fees for fingerprinting and taking the competency examination. As proposed, the IRS portion of the fingerprinting fee would be $33, and the IRS portion of the testing fee would be $27. These user fees are in addition to any fees charged by the third-party vendors administering the programs. The fees to be charged by third-party vendors are not being announced at this time, but the total fees, including the IRS user fees, are expected to be between $60 and $90 for fingerprinting and $100 and $125 for testing.

For more information, visit www.IRS.gov/ptin.