December 11, 2020 NMSEA HAPPENINGS · 2020. 12. 23. · Barbara Padilla – [email protected],...

Volume 17, Number 8 NMSEA Happenings

N E W M E X I C O S O C I E T Y O F E N R O L L E D A G E N T S , I N C .

P O B O X 3 0 9 7 4 A L B U Q U E R Q U E , N M 8 7 1 9 0 - 0 9 7 4

W E B S I T E : N M S E A . N E T

E - M A I L : N M S E A 2 0 2 0 @ G M A I L . C O M

NMSEA HAPPENINGS

NMSEA Board:

PRESIDENT: Peter Wanco, EA, NTPI Fellow VP: Sandra Weidner, EA, ABA, NTPI Fellow SECRETARY: Lynne Shupp, EA, RFC TREASURER: Keri Cardona, EA DIRECTORS-AT-LARGE: Virgina Fell, EA and Monica Hardeman, EA, NTPI Fellow

NMSEA dedicated phone number (505) 877-1598 & FAX (505) 298-2191

December 11, 2020

Inside This Newsletter

President's Letter


N E W M E X I C O S O C I E T Y O F E N R O L L E D A G E N T S , I N C .

P O B O X 3 0 9 7 4 A L B U Q U E R Q U E , N M 8 7 1 9 0 - 0 9 7 4

W E B S I T E : N M S E A . N E T

E - M A I L : N M S E A 2 0 2 0 @ G M A I L . C O M

NMSEA HAPPENINGS

NMSEA Board:

PRESIDENT: Peter Wanco, EA, NTPI Fellow VP: Sandra Weidner, EA, ABA, NTPI Fellow SECRETARY: Lynne Shupp, EA, RFC TREASURER: Keri Cardona, EA DIRECTORS-AT-LARGE: Virgina Fell, EA and Monica Hardeman, EA, NTPI Fellow PAST PRESIDENT: Shelley Barker, EA, NTPI Fellow

NMSEA dedicated phone number (505) 877-1598 & FAX (505) 298-2191

December 11, 2020

NMSEA Meeting: Next meeting scheduled for May 21, 2021. Hopefully, things will have calmed down enough by then to allow in-person meetings again.

Thanksgiving has come and gone! Christmas is upon us and, you guessed it, Tax Season is less than a month away. Hard to believe! And no doubt, how lucky can we be?

The year 2020 will most assuredly be a hard one to forget. We've all experienced anxiety, grief, sadness, and confusion to some extent or another. Some of us have experienced personal tragedies with the loss of a loved one, a job loss, or some other health or financial crisis. And through it all, here we are. Together, all together, albeit in a virtual sense. Is it for the camaraderie

that we gather as members of NMSEA? Or is it something more, both tangible and intangible?

The day will come in the not too distant future when we can gather and rejoice together, not in virtual reality, but in a real, physical presence. Hoorah!

This year 2020 has been a long year, to say the least! But soon it will be looked back upon as a distant memory, a challenge we did not ask for, but a challenge we all took in stride and will soon overcome.

Thank you for being members of NMSEA! Thank you for being friends!!

Here’s to 2021 – Bring it on!!! We are ready for everything and anything!!!

Peter M. Wanco, EA, MBA, NTPI Fellow, President

SPEAKER TBA

Being an Enrolled Agent is not a job — It is a Profession!

FROM THE EDUCATION COMMITTEE: Shelley Barker, Steven Stauss, Monica Hardeman, and Troy Scott

NMSEA Monthly Meetings

May 21, 2021 Speaker and topic TBA.

June 18, 2021 Speaker and topic TBA.

Important Dates to Note on Your Calendar

Jan 2021—Federal Tax Update Primary presenter: Larry Zimbler. Monday 1/11/21 (9 AM - 1 PM) and Wednesday 1/13/21 (9 AM - 1 PM). These will be Virtual classes. Larry will be covering the CARES Act, the SECURE Act, Family First Act, and other update topics. In addition, Larry will also present a virtual 2 hour class on Friday 1/15/21 (9 AM - 11 AM) focusing on payroll issues and include PPP and EIDL topics. (10 CE hours) See Attachment 1 for registration form

Jan 2021 New Mexico Tax Update (3 hour virtual class) Wed, 1/21/21 (9 am—Noon) See Attachment 2 for flyer and registration info.


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Renewal Season for Enrolled Agents (SSNs ending in 7,8,9) Renewal season began for enrolled agents on Nov 1. As an enrolled agent, you must renew your status every three years in order to remain eligible to practice before the IRS. EAs must renew by Jan 31, 2021, to ensure that they receive their new enrollment cards before current enrollment expires on Mar 31. 2021. If your Social Security number ends in 7, 8, 9, or you do not have an SSN, you must renew by Jan 31, 2021. Renew your license using Form 8554, Application for Renewal of Enrollment to Practice Before the IRS at www.pay.gov between Nov 1, 2020 and Jan 31, 2021. Go to www.pay.gov and enter “8554” in the Search Public Forms box on the left-hand side. Complete the online form and pay the $67 renewal fee. Renewals may take up to 90 days to process. All enrolled agents must also have an active Preparer Tax Identification Number (PTIN) and you must enter it on Form 8554.

http://www.pay.govhttp://www.pay.gov


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Schuldiner/Smollan Leadership Academy

Schuldiner/Smollan Leadership Academy The SSLA will be offering a unique member benefit for all members of NAEA, presenting a FREE webinar series on a variety of leadership topics. If you are interested in learning about or improving your leadership skills, you do not want to miss this. You can sign up for one, two, or all three webinars.

REGISTER: Managing Relationships as a Leader December 17, 2020

1:00 PM – 3:00 PM EST.

Any of us can join and the tuition is absolutely FREE! Yes, ABSOLUTELY FREE!

NMSEA needs you to get out in front and become part of the Leadership

The Society is going to vote for President, Vice President, Secretary, Treasurer and 2 Members at Large in June 2021. Please consider stepping forward and volunteering to run for one of the positions.

Contact any member of the NMSEA Nominating Committee for further information: Shelley Barker – [email protected], 505-298-1744 Barbara Padilla – [email protected], 505-249-4067 Troy Scott – [email protected], 505-350-5113

https://go.naea.org/e/799113/ster-WN-FIgA4O1tR7e-GlIw0nRK8g/3mqjj/126023937?h=aoqcbywNRnhaqf3eMUL1loJ6WBoZYnf_snvQ1PKklagmailto:[email protected]:[email protected]:[email protected]


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Name Position

Kathy Brown, EA President-Elect

Lori Carpenter, EA President-Elect

Nancy Lyman, EA Treasurer

Patti Kappen, EA Treasurer

Cynthia Leachmore, EA Director

Jennifer MacMillan, EA Director

Michelle Lonsway, EA Director

Natasha Johnson, EA Director

Trish Evenstad, EA Director

John Perry, EA, USTCP Director

Tynisa Gaines, EA Director

Can't find your ballot? Check your spam folder. If you still don't find it, email [email protected]

Angela Radic, EA Nominating Committee Chair

mailto:[email protected]:www.naea.org/about-naea/policy-manual


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New Electronic Signature Options Submitting Form 2848, Power of Attorney and Form 8821, Tax Infor-mation Authorization, are currently done on paper. By moving to a new online submission process, it gives tax professionals and taxpayers a safe option to electronically sign and upload these critical documents without

an in-person meeting, explains Sharyn Fisk, Director, Office of Professional Responsibility. https://www.irs.gov/about-irs/electronic-signature-options-will-simplify-third-party-authorizations . A Dec 1 IRSbmemorandum extends the time e-signatures will be accepted by the IRS to 6-1-21 This link provides which forms the IRS will accept electronic signatures: https://

www.irs.gov/newsroom/irs-approves-temporary-use-of-e-signatures-for-certain-forms

The New Form 1099-NEC: What You Need to Know

Changes are in store this tax season for the more than 70 percent of filers in 2019 who reported information in Box 7 of Form 1099-MISC. Enter the new Form 1099-NEC to report nonemployee compensation. (see Attachment 3)

NAEA is working with the Minnesota Society of Enrolled Agents developing a plan to combat this severe attack on EA national credentials. Donate today to the Minnesota Defense Fund. Go to https://naea.force.com/s/store#/store/browse/cat/a254P00000E390GQAR/tiles. All contributions will go toward litigation and lobbying resources to fight Minnesota Statute 332B. Wherever there are enrolled agents, NAEA, its affiliates, and members are there to defend the profession and the interests of the taxpayers we serve. Learn More About the Campaign Talking Points FAQ There are ways you can be a hero for Minnesota’s enrolled agents,…

https://www.irs.gov/about-irs/electronic-signature-options-will-simplify-third-party-authorizationshttps://www.irs.gov/about-irs/electronic-signature-options-will-simplify-third-party-authorizationshttps://www.irs.gov/newsroom/irs-approves-temporary-use-of-e-signatures-for-certain-formshttps://www.irs.gov/newsroom/irs-approves-temporary-use-of-e-signatures-for-certain-formshttps://naea.force.com/s/store#astore_browse_cat_a254P00000E390GQAR_tiles


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UPDATE: First Friday IRS Liaison Conference Call with NM, TX & AZ has been revised/retitled to the Fourth Wednesday IRS Liaison Conference Call. NM, AZ and Hawaii

are now in the group based in California. Our conference call is the 4th Wednesday of the month. Ellen Briscoe, EA, ATA is our representative. November call notes will be distributed thru Constant Contact to members. Comments or questions to Ellen at: [email protected]

IRS announces 2021 PTIN fees for tax

return preparers

IR-2020-159, July 15, 2020

WASHINGTON — The Internal Revenue Service announced the annual fee for 2021

that tax return preparers must pay to apply for or renew their Preparer Tax Identifi-

cation Number (PTIN). The IRS set a $21 fee per PTIN application or renewal plus a

$14.95 fee payable to a contractor = $35.95.

PTINs expire on December 31, 2020. PTINs can be renewed beginning in mid-

October and are valid for the following calendar year. A tax return preparer can re-

new online at www.irs.gov/ptin by logging into the preparer's PTIN account or by

submitting a paper Form W-12 with the "Renewal" box checked.

mailto:[email protected]://www.irs.gov/ptin


Issue Number: Tax Tip 2020-144

2020 IRS Nationwide Tax Forum seminars now available online Eighteen new seminars from the 2020 Nationwide Tax Forum are now available at https://tinyurl.com/IRS-2020-Tax-Forum-Online These self-study seminars provide information using interactive videos, PowerPoint slides and audio transcripts. These and all other previously recorded sessions from prior IRS Nationwide Tax Forums will be available for $29 per seminar. Here’s a complete list of the new courses: Advocating for Immigrant Taxpayers Advocating for Taxpayers with Collection Information Statements Be Tax Ready – Understanding Eligibility Rules for EITC, AOTC, CTC and Head of Household Filing Status Bipartisan Budget Act of 2015's Centralized Partnership Audit Regime Charities & Tax-Exempt Organizations Update Créditos Reembolsables - in Spanish Diligence in Practice before the IRS: Record-Keeping Federal Ethics for the Tax Professionals: Office of Professional Responsibility and Circular 230 Impact of Non-filing and Non-payment IRS Key Enforcement Issues Keys to Mastering Due Diligence Requirements and Audits Keynote Address Preparation of Form 1040-NR, U.S. Nonresident Alien Income Tax Return Retirement Plan Distributions, Loans and More Tax Changes from a Forms Perspective Tax Cuts and Jobs Act Update: Opportunity Zones Tax Cuts and Jobs Act Update: Qualified Business Income Deduction Update from the IRS Independent Office of Appeals

All Other Current Webinars and E-Learning

https://www.naea.org/careers-learning/e-learning/?pathPage=%2Fnaea%2F

Educational Opportunities

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https://tinyurl.com/IRS-2020-Tax-Forum-Onlinehttps://www.naea.org/careers-learning/e-learning/?pathPage=%2Fnaea%2Fhttps://www.naea.org/careers-learning/e-learning/?pathPage=%2Fnaea%2F


Workshops Schedule

The New Mexico Taxation and Revenue Department suspended its in-person workshops in March in response to the public health emergency. The Department resumed tax workshops for New Businesses and now New Employers in a virtual format using the Zoom online meeting platform. Partici-pants will be able to direct their questions via [email protected] which will be posted during the presentation. New Business Workshop The New Business Workshop presented by NM Taxation & Revenue is a compre-hensive look at the Combined Reporting System (CRS) for Gross Receipts, With-holding and Compensating Tax programs. It covers such topics as Non-Taxable Transaction Certificates, Estimated income tax payments for business owners, deductions and exemptions from Gross Receipts, special tax programs and audits. We also present e-file training. New Business Workshop Presentation: Registration is available using this link: https://zoom.us/meeting/register/tJIpdOyhpjovEtH9XNMhIxRXzjup9J2T9ocz New Employers Workshop The New Employers Workshop will provide the new employer with training in computing and reporting withholding taxes for New Mexico employees. It covers calculating and filing of NM Withholding, and using NM Taxpayer Access Point (TAP) to file and pay. New Employers Workshop Presentation: Registration is available using this link: https://zoom.us/meeting/register/tJcodumprDopE9zwblSAy8BUBIhcl4ERdaeI Schedule of all upcoming New Business and New Employer Workshops at http://www.tax.newmexico.gov/workshop-schedule.aspx

Educational Opportunities

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mailto:[email protected]://zoom.us/meeting/register/tJIpdOyhpjovEtH9XNMhIxRXzjup9J2T9oczhttps://zoom.us/meeting/register/tJIpdOyhpjovEtH9XNMhIxRXzjup9J2T9oczhttps://zoom.us/meeting/register/tJcodumprDopE9zwblSAy8BUBIhcl4ERdaeIhttps://zoom.us/meeting/register/tJcodumprDopE9zwblSAy8BUBIhcl4ERdaeIhttp://www.tax.newmexico.gov/workshop-schedule.aspx


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NAEA Affiliate Council Election (3 of 6 seats) Coming Soon

The NAEA Affiliate Council is a group of leaders elected annually by state affiliate presidents. The Council exists to ensure coordination and collaboration between NAEA and state affiliates. Council responsibilities include overseeing the Affiliate Presidents’ Exchange (APEX) meeting agenda, leading regular affiliate wide conference calls, and ensuring that leadership and governance infrastructures remain strong within every state affiliate. Nominations are open for 3 of the 6 seats on the Council. By November 6, NAEA will sent out the Affiliate Council Nomination forms. It is a two year term beginning May 2021. Nomination forms must be returned to NAEA by November 30. NAEA sends the list of nominees to each State Affiliate President in early January 2021 for voting. Additional details available at www.naea.org .

http://www.naea.org


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NMSEA Monthly Meeting Nov 20, 2020

NMSEA’s virtual November meeting on Zoom had 24

attendees. After discussion, NMSEA voted to donate $500 to the

Minnesota Defense Fund established by NAEA. (See page 5 for link

to make a contribution.)

A nominating committee has been formed to select candidates

for the next term of the NMSEA BOD. It is a two year term

running from August 1, 2021 to July 31, 2022. (See page 3)

We welcomed two new members during the meeting—-Andy

Rogers, EA, from Santa Fe and Daphne Weir, EA, from Los Alamos.

Shelley Barker gave an excellent presentation on “Recent Tax

Court Cases.”

To receive this newsletter, please send your e-mail address to the newsletter editor, Richard Wright, at [email protected] (editor since July 2009)

The NMSEA Happenings is published by the New Mexico Society of Enrolled Agents, Inc, PO Box 30974, Albuquerque, NM 87190-0974 for the benefit of NMSEA members and affiliates. This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is distributed with the understanding that neither the publisher nor author is engaged in rendering specific legal, tax or accounting advice or other professional services. If specific advice or other expert assistance is required, the services of a competent professional person should be sought.

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No trees were harmed in the creation of this newsletter. However, a lot of electrons were terribly inconvenienced.


extras or for non-members! Sandy

mailto:[email protected]:[email protected]

NMSEA’s 2021 VirtualFederal Tax Update

Monday 1/11/2021 and Wednesday 1/13/20219 AM – 1 PM 9 AM – 1 PM

Presented by Larry Zimbler, EA,MST

NMSEA Member Early Bird (Before 1/5/2021) $200.00Non-Member Early Bird (Before 1/5/2021) $240.00

NMSEA Member (after 1/5/2021) $230.00Non-Member (after 1/5/2021) $270.00

Also available: Friday 1/15/2021 (Payroll issues)9 AM – 11 AM

For anyone who has registered for the 8 hours of tax update, this class is offered at noadditional charge. For anyone who would like to only attend this Payroll class, the cost is $50.

To Register for the Convention either:1. Go to https://tinyurl.com/NMSEA-2021-Federal-Update at Eventbrite2. Complete this registration form and submit:

Mail to NMSEA, PO Box 30974, Alb. NM 87190-0974 OrFax to 505-298-2191

Name ____________________________ PTIN ________________Member of NMSEA? Yes No

I prefer to pay by credit card. Please charge my Visa____ MC____Amer Ex____

Card# ___________________________________________

Expiration date__________ Security Code _______________

Address: ____________________________________________

Email _______________________________

Phone # _______________________________

Signature ______________________________

https://tinyurl.com/NMSEA-2021-Federal-Update

Monday 1/11/2021 (9 AM – 1 PM) andWednesday 1/13/2021 (9 AM – 1 PM)

These 8 CE hours will cover the CARES Act, the SECURE Act and theFamily First Act as well as many other timely topics. The instructor,Lawrence Zimbler, has taught the NMSEA Federal Tax Update for thepast several years. He is a professional, knowledgeable instructor thatis able to explain everything so that all participants understand theconcepts. Downloadable material for the class will be available to allparticipants.

Friday 1/15/2021 (9 AM – 11 AM)

Two CE hours dedicated to payroll issues. This class will cover the PPPloans and the EIDL. It will also include the revised Form 941.

Presenter Bio:

Lawrence Zimbler, MST, EALawrence Zimbler, MST, EA holds a BS in math, an MS in taxation, has passedthe Uniform CPA Exam and holds various securities and insurance licenses.Thirty eight years of tax experience include IRS technical and managerialpositions, professional tax software development and support, private practice,and teaching and writing on taxation issues. Larry is the Michigan NATPchapter vice president in charge of education. He specializes in exemptorganizations and is author of the book "Introduction to Tax-ExemptOrganizations and Form 990" and a member of the editorial advisory panel anda contributing writer to the NonProfit Business Advisor.

NEW MEXICO Tax Update W e d n e s d a y 1 / 2 0 / 2 0 2 1(Presented virtually through Zoom byNew Mexico Society of Enrolled Agents)

Q U E S T I O N S ? C O N T A C TPHONE:505-298-1744

WEBSITE:nmsea.net

EMAIL:[email protected]

9 AM – NOONF E A T U R I N G N M T R D

NM Cabinet Secretary - Stephanie Schardin Clarke

NM Deputy Cabinet Secretary – Emily Oster

NM Taxpayer Advocate – Tiffany Smyth

T O P I C S W I L L I N C L U D E :

Legislative Update Changes coming for CRS reporting in July NM Strategies for the Future Pit B & Other State Credits Tips on Communicating with NMTRD FAQ

C o s t :NMSEA Members – No charge

Non Members - $25

To register e ither Go to h t t p s : / / t i n y u r l . c o m / N M S E A - 2 0 2 1 - N M -

U P D A T EOr

Go to n m s e a . n e t and download the printableregistration form

mailto:[email protected]://www.nmsea.net#nmsea.net

The New Form 1099-NEC: What You Need to KnowChanges are in store this tax season for the more than 70

percent of filers in 2019 who reported information in Box 7 of

Form 1099-MISC. Enter the new Form 1099-NEC to report

nonemployee compensation.

Starting tax year 2020, any business, regardless of size, that pays

at least $600 for services performed in the course of their trade

or business by a person who is not their employee is required to

file Form 1099-NEC.

Why the Change?Prior to tax year 2020, nonemployee compensation was reported

in Box 7 on Form 1099-MISC. However, with the passing of the

Protecting Americans from Tax Hikes (PATH) Act in 2015, the due

date for reporting amounts in Box 7 was accelerated to Jan. 31,

while the deadline for reporting most other information on Form

1099-MISC remained at Feb. 28, if filing on paper, and March 31,

if filing electronically.

Here’s where things got problematic: If a filer submitted a batch

of 1099-MISC forms to the IRS after Jan. 31 and any of the forms

had an amount in Box 7, the IRS would send a late filing notice

to the filer for the entire batch. The filer would then have to rec-

tify the situation with the IRS, indicating which forms in the batch

were actually filed late.

To alleviate this cumbersome process, the IRS reinstated Form

1099-NEC (last used tax year 1982) to report nonemployee

compensation separately from other types of income reported

on Form 1099-MISC, and imposed an earlier due date. Since

Jan. 31, 2021 falls on a Sunday, Form 1099-NEC must be filed

on or before Feb. 1, 2021, using either paper or electronic filing

procedures.

As noted earlier, the reinstatement of Form 1099-NEC will be a

blast from the past for many accountants, as the form was last

used in the early 1980s when Ronald Reagan was president. The

older version did, however, have fewer boxes to fill out

compared with the new Form 1099-NEC.

Who Must File?

As previously stated, the new Form 1099-NEC impacts many

businesses, filers ranging from small businesses to Fortune 500

companies. More specifically, the IRS indicates that businesses

should file the new form for each person whom they have paid at

least $600 in:

• Services performed by someone who is not theiremployee (including parts and materials) (box 1);

• Cash payments for fish (or other aquatic life) purchasedfrom anyone engaged in the trade or business of

catching fish (box 1); or

• Payments to an attorney (box 1).

Businesses must also file Form 1099-NEC for each person from

whom they have withheld any federal income tax (report in box

4) under the backup withholding rules regardless of the amount

of the payment.

Partner insights from Presented by

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It is important to file on time, with the correct information, to

avoid penalties. The amount of the penalty, which can be as

high as $280 per information return, is based on when the filer

submits a correct information return. If the failure to file a correct

information return is due to intentional disregard, the penalty is

at least $560 per information return with no maximum penalty.

Elimination of 30-day ExtensionIn addition to accelerating the due date for filing Form 1099 that

includes nonemployee compensation (NEC) from Feb. 28 to

Jan. 31, the IRS also eliminated the automatic 30-day extension.

There may, however, be some relief for those impacted

by COVID-19, as well as those impacted by the recent West

Coast wildfires.

The IRS does allow for an extension to file if the filer meets one

of the five criteria outlined on Form 8809 Application for Exten-

sion of Time To File Information Returns. Some of the criteria

listed are:

• The filer suffered a catastrophic event in a federally de-clared disaster area that made the filer unable to resume

operations or made necessary records unavailable;

• Fire, casualty, or natural disaster affected the operationof the filer; and

• Death, serious illness, or unavoidable absence of theindividual responsible for filing the information returns

affected the operation of the filer.

The Fate of Form 1099-MISC?All of the other income typically reported by a filer on Form

1099-MISC will stay on that form. Many of the boxes, however,

have been rearranged.

According to the IRS, changes in the reporting of income and

the form’s box numbers are as follows:

• Payer made direct sales of $5,000 or more (checkbox)in box 7.

• Crop insurance proceeds are reported in box 9.• Gross proceeds to an attorney are reported in box 10.• Section 409A deferrals are reported in box 12.• Non-qualified deferred compensation income is

reported in box 14.

• Boxes 15, 16, and 17 report state taxes withheld, stateidentification number, and amount of income earned in

the state, respectively.

• Form 1099-MISC must be filed by March 1, 2021, if filingon paper, or March 31, 2021, if filing electronically.

State FilingIt is important to note that e-filed Form 1099-NEC will not be

forwarded to states. What does this mean?

In September, the IRS released its annual Publication 1220, which

revealed that the 1099-NEC will not be included in the IRS 1099

Combined Federal/State Filing Program (CF/SF).

Under the CF/SF Program, the IRS forwards data from a number

of key forms to the appropriate states, but it will not do so for

Form 1099-NEC. As a result, businesses could miss key state

filing deadlines, leading to unexpected penalties. This means

1099-NEC filers will need to find a state filing option separate

from the CF/SF Program.

Turn to the ExpertsTo help ensure compliance and avoid delays and penalties, turn

to the experts and leverage the power of a complete federal,

state, and recipient W-2, 1099 and 1095 filing program.

Take, for instance, Yearli by Greatland, which is a comprehensive

online W-2 and 1099 reporting platform. Filing the new Form

1099-NEC is made easy through Yearli.com — simply create an

account on Yearli.com, enter or import the data, review, update

and validate the data, then checkout.

Greatland, which is an approved e-filing provider, has the

capability to file to the IRS, Social Security Administration, and

directly to applicable state agencies, ensuring compliance.

Those who need further assistance can chat with one of

Greatland’s filing experts, search its knowledgebase, or choose

a Yearli Performance or Premier account for phone support.

While tax filing changes are par for the course come tax season,

that doesn’t alleviate the confusion and stress that filers, not to

mention the accountants who serve them, can face. Make this

tax season as smooth as possible. Turn to the experts for help in

ensuring compliance and navigating change.

Page 16

From: Office, Policy, TRD

NM TRD - Notification Service Nov 24, 2020

All:

I would like to welcome all of you to register for the New Mexico Taxation & Revenue Notification Serv-ice. You can register here: http://tax.newmexico.gov/nm-taxation-revenue-department-notification-service.aspx

Through this service the New Mexico Taxation and Revenue Service is releasing the following informationas subscribed:

BulletinsDecisions and OrdersIssued RulingsFYIsNews ReleasesPublications and Forms (New and Updated)Updates to the GRT Tables

Please, feel free to let us know if you have any questions.

Regards, Bobbie MarquezTax Information and Policy OfficeTax Policy OfficeNew Mexico Taxation and Revenue Department

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http://tax.newmexico.gov/nm-taxation-revenue-department-notification-service.aspx

Bookmarks from 1-Registration Form 2021 Federal Tax Update.pdfLawrence Zimbler, MST, EA Lawrence Zimbler, MST, EA holds a BS in math, an MS in taxation, has passed the Uniform CPA Exam and holds various securities and insurance licenses. Thirty eight years of tax experience include IRS technical and managerial positions, professional tax software development and support, private practice, and teaching and writing on taxation issues. Larry is the Michigan NATP chapter vice president in charge of education. He specializes in exempt organizations and is author of the book "Introduction to Tax-Exempt Organizations and Form 990" and a member of the editorial advisory panel and a contributing writer to the NonProfit Business Advisor.

December 11, 2020 NMSEA HAPPENINGS · 2020. 12. 23. · Barbara Padilla – [email protected],...

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