Understanding the Complexities of Travel, Meals and Entertainment Expenses

Date: Tuesday, February 3, 2015
Time: 12:00 PM ET / 11:00 AM CT / 10:00 AM MT / 09:00 AM PT [Prevailing Time]
Presenter: Edward J. Sturm, Service Offering Leader , M&E, Deloitte Tax LLP
Moderator:
Learning Objectives:
Upon completing this course, you will understand the basic principles and current tax issues and opportunities related to travel, meals and entertainment expenses.
Field of Study: Taxes
Program Level: Basic
CPE Credit: 1 Credit Hour
Delivery Method: Group Internet-based
Prerequisite(s): No advanced preparation or prerequisites are required for this course.
IMPORTANT NOTE:
Members should visit the Recordings Catalogue to view all available recordings for free and on-demand. Join NSAC today to enjoy this benefit.
  Order Recording

Course Description

Upon completing this course, you will understand the basic principles and current tax issues and opportunities related to travel, meals and entertainment expenses. Specifically, the course will cover the (1) tax deductibility of travel, meals and entertainment expenses and related documentation requirements; (2) potential for income inclusion with regard employees; and (3) current IRS examination trends. This is a repeat of the session given at the 2014 TACC in San Diego.

Presenter and Moderator Bios

Presenter: Edward J. Sturm, Service Offering Leader , M&E, Deloitte Tax LLP

Edward Sturm is the Service Offering Leader of the Travel, Meals and Entertainment Tax Services Group. Ed has more than 21 years of public accounting experience, including 12 years in Travel, Meals and Entertainment Tax Services. As the Service Offering Leader, Ed is responsible for client satisfaction, technical accuracy, quality control of engagements and IRS sustention. Prior to joining National Federal Tax Services, Ed spent his first nine years at Deloitte providing services to clients in the financial services industry including insurance companies, brokerages, and mutual funds. During this time, Ed provided insurance companies with provision support, return preparation, return review, general consulting, IRS Exam and Appellate level support. Ed is a member of the American Institute of Certified Public Accountants and he is a licensed certified public accountant in the state of Minnesota. Ed holds a Masters of Accountancy in Taxation degree and a Bachelors of Science in Business Administration – Accounting degree, both from the University of Wisconsin - Madison.

Cost
$56.00 for NSAC Members / $70.00 for Non-Members

Delivery System

  • All programs are delivered using the Zoom platform.
  • Confirmations will include log-in instructions.
  • Participants are able to participate using any device with an Internet connect (if the device does not have speakers, the participant can also dial-in) or they can participate with audio only by dialing in.
  • All registrants will receive a link to the CLN’s recording by email within 48 business hours of event’s conclusion.
  • There will be assistance available to help with technical and connectivity issues up to 10 minutes prior to the start of the presentation.

Registration

All registration is done on-line and each guest must provide their name and email address to participate. All NSAC members may register for free. Non-members may register for a nominal fee.

Refund Policy

NSAC will not issue refunds for CLNs. If a registrant is unable to participate in the CLN and provides notification to info@nsacoop.org 48 hours prior to the session, a credit will be provided for a future CLN. Alert the NSAC staff member monitoring the CLN if technical difficulties are encountered and technical support will be provided to eliminate problems with future CLNs.

Additional Information

Live participation is required for CPE credit and polling questions must be answered to document your active participation. All registrants will receive an email following the session with links to the slides and/or handouts, and a link to the CLN recording (unless otherwise stated). If you are unable to participate in the live session, you can still watch the recorded session, but you will not be eligible for CPE credits. Those eligible for credits will receive their certificate by email with 7 business days.

For more information regarding NSAC CLNs or administrative policies such as complaint and refund, contact the NSAC Headquarters, 7946 Clyo Road, Suite A, Centerville, OH 45459, 937-222-6707, or info@nsacoop.org.

What is NSAC's Cooperative Learning Network?
The NSAC Cooperative Learning Network is a live, interactive webinar, and you can attend from any location with internet and/or telephone access. NSAC members can attend an unlimited number of CLNs at no charge!

Each Cooperative Learning Network will have one or more speakers who are recognized experts on the topic. CLNs typically include a Q&A session where participants can ask questions live or by chat. No advance preparation or prerequisites are required, unless otherwise stated in the course information. Attendees are able to download copies of the slides and/or handouts and are provided a link to view the recording (unless the description states the session will not be recorded). These tools help continue your learning experience after the session.

CPE Credits
The National Society of Accountants for Cooperatives (NSAC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor (#103068) of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Delivery Method: Group-Internet Based.

Why NSAC Cooperative Learning Networks?

Fast.
No wasted time. Get right to the heart of the matter in a course designed to easily fit into your busy schedule.

Convenient.
No travel. No time out of the office. Listen and follow along from the comfort and convenience of your desk, device or conference room.

Easy.
A device with an Internet connection is all you need. If your device does not have sound capabilities, the ability to dial in from a telephone is available.

Ideal for multiple attendees.
Use a speakerphone and projector/monitor and invite as many people as you want to participate - at no extra cost to you.

Affordable.
NSAC Cooperative Learning Networks are free for members and available to non members at a fraction of the cost of travel and attendance fees for other high-priced conferences or seminars.