This session takes the participant through a review of investment reporting.   We move from originating documents to Schedules B and D, paying closer attention to boxes other than Box 1 on the 1099 Forms.  The implications of the answer to the foreign reporting question on Schedule B will be discussed. Finally, we work through examples of Restricted Stock Unit reporting.  The seminar will remind and reinforce preparers' current investment reporting knowledge, and also increase awareness of less common items.

Cheryl Morse, EA 
EBPI
North Easton, MA

Cheryl has been a tax practitioner since 1982 and an Enrolled Agent since 1996. She is the Tax Manager for Emerging Business Partners, Incorporated, which prepares over 1500 tax returns in three offices-locally at 244 Washington Place. Cheryl graduated Magna Cum Laude with a B.S. degree in accounting from Bentley College in Waltham, MA.  In addition to instructing for NATP, and the UMASS Tax School, she educates taxpayers through a variety of community outreach events, and by being a contributing author for Forbes.  She served on the Massachusetts Board of NATP as treasurer, represented the Northeast Region of the Taxpayer Advocacy Panel, as Chair, and is a contributor to the development of the IRS EA Examination.

PLEASE NOTE OUR NEW LOCATION!

Our monthly meetings will now be held at the Waltham Hilton Garden Inn -
450 Totten Pond Road
Waltham, MA 02451