Accounting Bookkeeping

Estate & Trust

IRS Representation

Tax Exempt Organizations

Tax Preparation

Tax Continuing Education

Privacy/Guarantee

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Tax Instructor

Lawrence Zimbler, MST, EA

Zimbler photo white jacketLarry is a nationally recognized instructor for tax continuing education. He speaks and conducts classes in tax issues and procedures for other tax professionals across the country. He has taught accounting and tax classes at the university level for multiple years and most recently has been a national instructor for the National Association of Tax Professionals for over 5 years; and develops and presents material independently for various tax associations.

Larry has authored or collaborated on various tax related articles and books.

Current Topics Include:

 

Basis of S-Corp Shareholders  (2) Employee vs. Independent Contractor  (1)
Basis of Trading Securities
(including options and PTP's)  (2 - 3)
Basics of the Foreign Earned Income Exclusion  (2)
ABC's of AMT  (2) Basis of Inherited Property  (2)
Tax Office Privacy Issues  (1)** Injured Spouse / Innocent Spouse  (1)
Health Savings Accounts  (2) Medical Expenses  (1)
Preparer Penalties  (1)** Advising Small Non-Profits  (2)
Closing a Corporation
Final 1120/1120S  (2)
Lump Sum Social Security   (1)
Charitable Contributions  (1) (2)* General Motors Common Stock (1)
Travelling Taxpayers (2) Tax Benefits for Education (1)
Repossessions and Debt Cancellation (3) Impact of Schedule K1 on Form 1040 (4)
Unrelated Business Income (2)* Introduction to Tax Exempt entities and Form 990  (8)
Forms 1099 from A to S   (2) Ethics  (2)**

* currently under development
** privacy and penalties are included in ethics

Class Downloads

Items below are supplemental data for attendees at classes that may not have been
included with handout material.  Click on the link to download the item. 

Materials posted here are provided as a courtesy and use is at your own risk without
any assurance or warranty of any sort.

Class Download Item
   
S-Corp Shareholder Basis Quickbooks®  v.2006 data file
Basis Spreadsheet  MS Excel file
Corporate Liquidation Quickbooks®  v.2006 data file
   

 

2010 Teaching Schedule

May 20 - 21, 2010 MI Chapter of NATP
July 19 - 22, 2010 NATP National Conference, Austin
Sept 23 - 24, 2010 AZ Chapter of NATP
Sept 26 - 28, 2010 GA Chapter of NATP
Sept 29 - 30, 2010 NM Society of Enrolled Agents
Oct 18 - 21, 2010 NATP Essential 1040 & Beyond the 1040, OH
Oct 25 - 29, 2010 NATP Essential 1040 & Beyond the 1040, AZ - AR
Nov 8 - 13, 2010 NATP Essential 1040 & Beyond the 1040, OH - KY - TN
Nov 29 - Dec 4, 2010 NATP Essential 1040 & Beyond the 1040, SC - FL


2009 Teaching Schedule:

May 11-13, 2009 Georgia Society of Enrolled Agents
May 14 - 15, 2009 MI Chapter of NATP
July 20 - 23, 2009 NATP National Conference, Reno
August 21, 2009 New Mexico Chapter of NATP
Sept 29 - Oct 2, 2009 New Mexico Society of Enrolled Agents
Oct 19 - 24, 2009 NATP Essential 1040 & Beyond the 1040, IL - IN - MI
Nov 2 - 7, 2009 NATP Essential 1040 & Beyond the 1040, SC - NC
Nov 16 - 20, 2009 NATP Essential 1040 & Beyond the 1040, KS - MO
Dec 2 - 3, 2009 PTP Ohio

 

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