Providing Financial Services to Clients
Since 1946

Formerly the Independent Accountants Association of Michigan.


Education Resources


CPA Crossings Offers Excellent Online
Accounting, Tax and Practice Technology CPE


Michigan Tax and Accounting Professionals is pleased to partner with Michigan-based CPA Crossings, LLC, an online webinar and self-study company offering targeted CPE for accounting and tax professionals. CPA Crossings is a NASBA-approved CPE provider, and all CPEs earned also qualify for IRS credentials when participants provide a PTIN. CPA Crossings offers over 1900 CPE webinars per year on over 200 topics in the areas of technology, practice management, workflow automation, tax, ethics, fraud, and accounting & auditing. They offer one-to-eight hour courses with flexible scheduling, including evenings and Saturdays, so you can easily fit CPE education into your schedule.
Scan Their CPE Offerings!
 


Sheraton Hotel - Novi
21111 Haggerty Road
Novi, MI 48375


Map link to Sheraton Inn
 

Eagle Eye Golf Club
15500 Chandler Road
Bath, MI 48808


Map Link to Eagle Eye GC

Area Hotels for Events at
Eagle Eye Golf Club


American Inn & Suites

1055 Aaron Drive
Dewitt, MI 48820
.1-517-374-0000
I-69 at Bus. 27 Exit

Sleep Inn of DeWitt
1101 Commerce Park Dr
DeWitt, MI 48820
517-669-8823
I-69 at Bus. 27 Exit

Courtyard by Marriott
2710 Lake Lansing Road
Lansing, MI 48912
866-526-2893
I-127 at Lake Lansing Rd Exit
                                                   
Hampton Inn & Suites
2500 Coolidge Road
East Lansing, MI 48823
517-324-2072
I-127 at Lake Lansing Rd Exit

Hyatt Place Hotel
2401 Showtime Dr
Lansing, MI 48912
855-453-7917
I-127 at Lake Lansing Rd Exit

Holiday Inn Express
2924 West Road
East Lansing, MI 48823
1-888-465-4329
I-127 at Lake Lansing Rd Exit
Always at Great Facilities!



MTAP Members Can Save up to $87
with GEAR UP's 3-Seminar Package!

Insure you're fully prepared for the biggest tax reform changes since 1986 with GEAR UP's Tax Cuts and Jobs Act Seminar, Two-day Business Entities Seminar, and the GEAR UP 1040 Seminar! It's 42 CPEs that guarantee
you will master AND profit from the Tax Cuts and Jobs Act of 2017!

Click Here to Learn More and Register!

Upcoming Education Events

Printable 2018 Seminar Schedule
with mail or fax-in registration form

GEAR UP Tax Cuts and Jobs Act Seminar
June 25, 2018 (Monday)
Eagle Eye Golf Club, Bath, Michigan

8 CPEs in Taxation
Seating Capacity: 250 people

 
Registration Fees:
Active Member $219; Associate Member $209;
Active Member Employee $246; Non-member $319

 
The Tax Cuts and Jobs Act of 2017 completely changes the landscape of tax preparation.
Not only is there a massive tax reform bill to learn, but with over 80 percent of currently-filed
itemized 1040s disappearing in 2018 with the new tax changes, 1040 preparation services
must change and adapt to recoup possible 1040 revenue losses. This seminar covers all
the individual and business tax changes and how they impact tax planning your clients in
the coming years.





GEAR UP Business Tax Update Seminar - One Day
September 25, 2018 (Tuesday)
Eagle Eye Golf Club, Bath, Michigan
8 CPEs in Taxation Available
Seating Capacity: 200 people


Registration Fees:
Active Member $209; Associate Member $199;
Active Member Employee $236; Non-member $309

 
GEAR UP's Tim Sundstrom and Joe Calvo cover all the major tax changes for every business
entity contained in the Tax Cuts and Jobs Act of 2017 and how each change impacts the
preparation of federal business tax returns. Topics covered include:

 
  • Analysis of the new tax rates and calculating their impact on client businesses.
  • Changes in the Alternative Minimum Tax bring big savings.
  • Changes in Pass-through businesses and the planning/tax minimization options.
  • Changes in carried interest, domestic production activities deduction (DPAD), and
    like-kind exchanges brings big changes and choices.
  • Handling net operating losses and excess business losses: more tax minimization options.
  • Changes in Section 179 expensing expands and so do clients options in writing off expenses.
  • New bonus depreciation rates and important repeals.
  • Changes in vehicle depreciation rules and entertainment expenses affect recordkeeping.
  • New rules for technical termination of partnerships.

Attendees also walk away with GEAR UP's comprehensive two-day business entities workbook and free online download of the book for use with client consultations and tax preparation. It's a quick reference guide with easy-to-use search functions, making this a "must" for tax season and more!


 

GEAR UP Business Entities Seminar - Two Day
September 25-26, 2018 (Tuesday-Wednesday)
Eagle Eye Golf Club, Bath

16 CPEs in Taxation Available (8 CPEs Each Day)

 
Registration Fees:
Active Member $299; Associate Member $289;
Active Member Employee $326; Non-member $399


On day one, GEAR UP presenters cover all the major tax changes for every business entity contained in the Tax Cuts and Jobs Act of 2017 and how each change impacts the preparation of federal business tax returns. Topics covered include:
 
  • Analysis of the new tax rates and calculating their impact on client businesses.
  • Changes in the Alternative Minimum Tax bring big savings.
  • Changes in Pass-through businesses and the planning/tax minimization options.
  • Changes in carried interest, domestic production activities deduction (DPAD), and like-kind exchanges brings big changes and choices.
  • Handling net operating losses and excess business losses: more tax minimization options.
  • Changes in Section 179 expensing expands and so do client options in writing off expenses.
  • New bonus depreciation rates and important repeals.
  • Changes in vehicle depreciation rules and entertainment expenses affect recordkeeping.
  • New rules for technical termination of partnerships.
 
On September 26, presenters will walk through how the tax changes affect planning and tax minimization options for each entity; how to evaluate client entity choices and whether they should be changed to minimize tax exposure, and how practitioners can expand business tax consulting opportunities with both their business clients and 1040 clients reporting schedule income.


Attendees also walk away with GEAR UP's comprehensive two-day business entities workbook and free online download of the book for use with client consultations and tax preparation. It's a quick reference guide with easy-to-use search functions, making this a "must" for tax season and more!




MTAP Tax Issues Seminar
October 22, 2018 (Monday)
Eagle Eye Golf Club, Bath, Michigan

8 CPEs in Taxation Available
 

Registration Fees:
Active Member $129; Associate Member $119;
Active Member Employee $146; Non-member $229


The Tax Cuts and Jobs Act of 2017 not only changed the federal individual and business tax system, but it also impacts several other service areas that professionals deal with on a daily basis. This seminar covers many areas that practitioners deal with, including our featured session on estates and trusts. Scheduled to appear (subject to change) are:
 
Michigan Tax Update: Presenters from the Michigan Department of Treasury will cover all state tax changes, pending legislation, and RABs pertaining to the Tax Cuts and Jobs Act of 2017, along with updates affecting the upcoming tax preparation season.
 
IRS Tax Update: IRS presenters will cover how the IRS will administer the Tax Cuts and Jobs Act of 2017 and any passed or pending technical corrections, as well as any important notices and administrative rulings impacting tax preparation season.
 
Michigan Unemployment Update: Presenters from the Michigan Unemployment Agency will cover administrative changes made reduce problems with the MiWam system and discuss how practitioners can resolve pending issues.                      
 
Federal Healthcare Update: McNeil Lunenburg from TASC covers how the Tax Cuts and Jobs Act of 2017 impacts individual and group healthcare reporting for 2018 and beyond.
 
Estates and Trusts Update: Estates and trusts experts provide a timely update on the federal and state tax changes affecting planning, management, and reporting requirements for various retirement planning vehicles and how practitioners can best service client needs under the new tax act. 





GEAR UP 1040 Tax Seminars
 
Two Locations to Choose from:
 
November 12-13, 2018 (Monday-Tuesday)
Sheraton Hotel, Novi, Michigan (capacity 300 people)

 or

November 28-29, 2018 (Wednesday-Thursday)
Eagle Eye GC, Bath, Michigan (capacity 300 people)

 
18 CPE Credits Available (16 in taxation; 2 in Circular 230 Ethics)
 

Registration Fees:
Active Member $339; Associate Member $319;
Active Member Employee $346; Non-member $439

 
The tried-and-true industry-best 1040 provides in depth coverage of all the federal 1040 tax changes and how they impact tax preparation and counseling services, including walkthroughs of all tax changes, tax forms, schedules, and related reporting forms. MTAP also provides a one hour Michigan individual income tax update and a one hour healthcare update as part of the program, giving attendees 18 “on site” CPEs for the price of 16.

To bring even more value, each MTAP attendee receives a complimentary invitation to attend GEAR UP’s Yearend Tax Update webinar in late December to insure any last minute technical corrections and updates won’t be missed. It’s a FREE webinar worth 2 to 3 CPEs (depending on content), giving registrants up to 21 CPE credits for the price of 16!

No other 1040 seminar offers this much content at this price!


FOR NOVI ON NOV. 12-13


FOR BATH ON NOV. 28-29


Great Resources for the
Tax Cuts and Jobs Act of 2017:


Helpful Client Handout on Tax Act Changes

Informative Articles on the Tax Act:

What the Tax Reform Bill Means for Individuals
How the Tax Overhaul will Change Business Taxes
What Trump's Tax Bill Means in One Simple Chart
Republicans Admit Tax Bill Will Need Technical Corrections 
IRS Will Spend Years Trying to Stop 'Gaming of the System' 
Tax Plan Calculator by Maxim Lott


More Helpful Quicklinks:

Annual Filing Season Compliance Information

How to Obtain CFP Credit for a GEAR UP Seminar

2016 GEAR UP 1040 Seminar Timeline and Topics

for CFPs and CPAs who may be asked to supply this on a CPE report

 
Michigan Treasury Updates
From the October 19, 2016 MTAP Treasury Update Seminar


Michigan Treasury Online (MTO) Guide -  Winter/Spring 2018
Downloadable and printable PDF

Michigan Department of Treasury Newsletters


Michigan Unemployment Agency

Michigan UA Contacts - 2016
Contesting Employer Penalties (10-2016)
 

Our Education Resource Vendors

The Nat
ion's #1 Review Courses for IRS-required Qualifying Exams
Click Here to Order the Best Online Enrolled Agent Exam Course!


Save Over 45 Hours of Research EVERY Tax Season with the Industry's Best Quick Reference Guides!

 


Bonus Downloads from MTAP:

GEAR UP Seminar Powerpoints
Note: You will need to use your Checkpoint Learning log-in to access these slides. If you don't have one, you can create it from this link:

GEAR UP Powerpoints - Checkpoint Learning Listings  

Free Downloads from
Accountants Resources at Checkpoint Learning

 

Additional Helpful Downloads

Tax Practice Office Policy Handbook
 


IRS Preparer Compliance Information


2017 PTIN Renewal Information

AFSP Examination Information

About the Annual Filing Season Program (AFSP)

Non-Credentialed Preparers:
Earn your 2017 AFSP Certification with the TaxBook
MTAP Members Get it for Just $75 . . . a $20 Discount!

What is the AFSP and Why Should You
Voluntarily Complete the Program


EA Examination Information

Becoming an Enrolled Agent

Registering for the EA Examination

Frequently Asked Questions

Fast Forward Academy Study Materials


The Nation's #1 Review Courses for the EA Exam
Click Here to Order the Best Online Enrolled Agent Exam Course!



Accounting CPE Resources

Gear Up - Checkpoint Learning

Gear Up Accounting Courses from Checkpoint Learning. Access a listing of targeted coursework that meets your specific needs. Click Here

Certified QuickBooks Advisor Program

Understanding the ProAdvisor. This membership package outlines the benefits, discounts, software and program information.  The desktop edition certification includes 10 courses of self paced training that earns you 11.5 hours of CPE  and additional 5 courses for QB Online training that will earn you 7 more hours of CPE. Click Here for more information

QuickBooks Tutorials and Resources

FitSmallBusiness.com offers a series of free and low-cost tutorials for accounting firms and clients on various QuickBooks features and issues. Visit http://fitsmallbusiness.com/free-quickbooks-online-tutorials/ to learn more.

Related Links:

The Three Levels to Becoming an Intuit QuickBooks Certified User

Renewing Your QuickBooks Certification



MTAP Seminars Qualify for
EA, CPA and Many Other
Credential Requirements.


 

MTAP has been a sponsor of IRS-approved seminars since 1963.
Continuing Professional Education Credits earned at our seminars and webinars are accepted by the IRS,
Accreditation Council for Accountancy and Taxation, and the Michigan State Board of Accountancy.

 

517.641.7505
517.641.4402
IAAM P.O. Box 398 Bath, MI 48808-0398
staff@iaam.net