Handouts for NC NATP 2022 Annual Conference

Durham, NC

UPDATED HANDOUTS: 11-30-2022

K2 K3 Overview Handout

Schedule K2 and K3 Update

October 24-25, 2022

NC NATP 2022 Annual Conference Agenda

October 24: Day 1 Handouts

1. Tax Planning Strategies for Moderate Income Clients

2. Rental Properties

3. Divorce and its Various Tax Implications

• Divorce – Written Consent to Preparation of Tax Returns (Microsoft Word Document)

4. Decedent Estate and Final 1040

• Decedent Estate and Final 1040 – Instructor Handout

5. IRS Penalty Abatement

October 25: Day 2 Handouts

1. 2022 Federal Tax Legislation Update

• • IRS Publication 4557: Safeguarding Taxpayer Data
  • Creating a Written Information Security Plan (WISP) for your Tax & Accounting Practice

2. Form 4797, A Deep Dive

• Form 4797 – Instructor Handout

3. Correcting Depreciation & Form 3115

• Form 3115 Sample Problem – Instructor Handout
• Form 3115 Sample Problem – Attachment Statements Handout

4. Virtual Currency