In this 14-minute video our speaker, Carolyn Turnbull, CPA, MST, CGMA, reviews the general instructions. This includes how to handle errors; the sale or exchange of partnership interest; nominee reporting; and limitations on losses, deductions, and credits, among other details.
Carolyn Turnbull, CPA, MST, CGMA is a tax director and director of international tax services with Vestal & Wiler CPAs, in Orlando, Florida. She has more than 30 years of diverse experience dealing with complex individual, trust, partnership and corporate tax issues, including family limited partnerships, consolidated returns, multistate apportionment and allocation computations, state income and composite tax returns, state and federal tax credits, state and local sales, use and property tax issues, international tax issues, mergers and acquisitions, and estate and gift taxes.
Agenda
Faculty
Carolyn Turnbull, CPA, MST, CGMA
Kony, Inc.
- Senior tax manager for Kony, Inc.
- More than 30 years of diverse experience dealing with complex individual, trust, partnership and corporate tax issues, including family limited partnerships, consolidated returns, multistate apportionment and allocation computations, state income and composite tax returns, state and federal tax credits, state and local sales, use and property tax issues, international tax issues, mergers and acquisitions, and estate and gift taxes
- Recently completed a three-year term as one of 27 members of the Internal Revenue Service Advisory Council
- Named as one of the Top 50 IRS Representation Practitioners in the April 2008 edition of CPA magazine and one of the Top 40 Tax Advisors to Know in a Recession in the April 2009 edition of CPA magazine
- Active with the American Institute of Certified Public Accountants (AICPA), where she recently completed a three-year term on the Tax Executive Committee and currently serves as a presenter for Sidney Kess’ annual Individual and Corporate Tax Return Video courses and on multiple partnership and international taxation taskforces
- Frequently speaks on a variety of individual, corporate, partnership, and international tax topics at tax seminars and in webcasts and teleconferences
- M.S. degree in taxation and B.B.A. degree in accounting, University of Wisconsin-Milwaukee
- Can be contacted at 770-634-8274 or [email protected]
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