| On-Demand Webinar | Advanced Partnerships On-Demand Webinar | <h3>Summary</h3>
<p> This is the final part of a three-part webinar about the taxation of partnerships. In this third session, we will review how to proceed with basis adjustments of a partner's interest in the partnership, alternative minimum tax (AMT) preferences in a partnership and how the IRS and tax law defines a publicly traded partnership. By the end of the webinar, you'll have a better understanding of forms Schedule L, and Schedules M-1 and M-2. Schedule L (a balance sheet) is used to provide additional information on certain financial transactions or arrangements between an organization and a disqualified person or other interested person. Schedules M-1 and M-2 are used to report a more accurate picture of income and capital accounts. The webinar will conclude with an activity where you must successfully complete a complex partnership return.</p>
<iframe src="https://fast.wistia.net/embed/iframe/v98rw03hak" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Calculate inside and outside partnership basis.</li>
<li>Analyze the effects of contributions and distributions from partnerships.</li>
<li>Identify the effect of AMT preferences.</li>
<li>Summarize the income and expenses of publicly traded partnerships.</li>
<li>Correctly complete Schedules L, M-1 and M-2.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2018-07-31T04:00:00Z | 2019-12-31T05:00:00Z | None | 2018-04-01T04:00:00Z | | | | | | 0 | N/A | | ODW1819 | Advanced | 2 | Federal Tax Law Topic | 2018-08-15T04:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | Knowledge of basic and intermediate partnership tax law | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2018 | 2019-12-31T05:00:00Z | | |
| On-Demand Webinar | Basic Partnerships On-Demand Webinar | <h3>Summary</h3>
<p> This is the first of a three-part webinar about the taxation of partnerships. In this beginning session we will review how to best-determine and select your entity type, the basic taxation rules of partnerships and partners, and income and expenses of partnerships (including depreciation). We'll finish the webinar by showing you how to complete a simple Form 1065, which is used by partnerships to provide information applicable to entities, individuals and estates that own an interest of 50 percent or more in the profit, loss or capital of the partnership.</p>
<iframe src="https://fast.wistia.net/embed/iframe/ryawecc3lf" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify the types of entities that file Form 1065, <i>U.S. Return of Partnership Income</i>.</li>
<li>Describe the taxation of partnership.</li>
<li>Correctly report income of a partnership.</li>
<li>Correctly report expenses of a partnership.</li>
<li>Correctly calculate depreciation of assets used in a partnership.</li>
<li>Complete a simple Form 1065, <i>U.S. Return of Partnership Income</i>.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2018-05-01T04:00:00Z | 2019-12-31T05:00:00Z | None | 2018-04-01T04:00:00Z | | | | | | 0 | N/A | | ODW1808 | Basic | 2 | Federal Tax Law Topic | 2018-05-01T04:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | None | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2018 | 2019-12-31T05:00:00Z | | |
| On-Demand Webinar | Basis Reconstruction - Be a Detective On-Demand Webinar | <h3>Summary</h3>
<p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Reconstruction of a taxpayer's basis in an S corp or partnership to comply with the new Schedule E requirements can be a daunting task. This course will present a process that may make that job a bit easier.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Understand how basis in a pass-through entity is first established.</li>
<li>Understand how basis in a pass-through entity is affected by the activities of the entity and the shareholder or partner.</li>
<li>Know the differences in basis calculations for an S corp and a partnership.</li>
<li>Use a tracking worksheet to apply adjustments to the taxpayer's basis in a pass-through entity each year.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p> | 2019-09-30T05:00:00Z | 2020-12-31T06:00:00Z | None | 2019-09-30T05:00:00Z | | | | | | 0 | N/A | | ODW1947 | Intermediate | 2 | Federal Tax Law Topic | 2019-10-01T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | Knowledge of federal income taxation | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2020-12-31T06:00:00Z | | |
| On-Demand Webinar | Intermediate Partnerships On-Demand Webinar | <h3>Summary</h3>
<p>This is the second of a three-part webinar about the taxation of business partnerships. In this session, we will review the two types of tax bases concerning partnerships (inside and outside), the treatment of contributions and distributions such as property or cash, as well as the treatment of vehicles used in the partnership, whether it was used for business or personal journeys. You'll end the webinar by completing a more complex partnership return that will confirm you know how to report gains, losses, deductions, etc., from the operation of a partnership.</p>
<iframe src="https://fast.wistia.net/embed/iframe/2wd6dty0oi" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Correctly calculate inside basis.</li>
<li>Correctly calculate outside basis.</li>
<li>Analyze effects of contributions to partnerships.</li>
<li>Analyze effects of distributions from partnerships.</li>
<li>Analyze the treatment of vehicle expenses.</li>
<li>Correctly complete an intermediate Form 1065, <i>U.S. Return of Partnership Income</i>.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2018-06-12T04:00:00Z | 2019-12-31T05:00:00Z | None | 2018-04-01T04:00:00Z | | | | | | 0 | N/A | | ODW1813 | Intermediate | 2 | Federal Tax Law Topic | 2018-06-12T04:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | Knowledge of Federal Income Tax | Jaye Tritz, EA | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2018 | 2019-12-31T05:00:00Z | | |
| On-Demand Webinar | Retirement Plans for Self-Employed Taxpayers On-Demand Webinar | <h3>Summary</h3>
<p>Many taxpayers opt to be their own bosses instead of working for someone else. It’s an appealing option to set your own schedule and make all of the business decisions! However, this puts them in the position of providing “employee benefits” such as retirement plans for themselves and any other employees. Self-employed taxpayers have several retirement plan options such as a Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for Employees (SIMPLE) and 401K plans. We’ll review the pros and cons of each plan to determine which is the best option for yourself or your clients.</p><iframe src="https://fast.wistia.net/embed/iframe/yophbh88hl" title="Employer Plans Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify the features of SEPs, SIMPLE IRAs, and §401(k) plans.</li>
<li>Calculate the maximum annual contribution for various types of retirement plans.</li>
<li>Compute the deduction for various types of retirement plan contributions.</li>
<li>Identify the employer’s responsibility for maintaining and funding retirement plans.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2019-02-14T06:00:00Z | 2019-12-31T05:00:00Z | None | 2019-02-14T06:00:00Z | | | | | | 0 | N/A | | ZZW1930 | Basic | 2 | Federal Tax Law Topic | 2019-11-13T06:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | None | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2020-01-01T05:00:00Z | | |
| On-Demand Webinar | S Corporation Operations and Tax Reporting On-Demand Webinar | <h3>Summary</h3>
<p>This webinar is the second in a three-part series covering the creation, taxation and liquidation of an S corporation. In this intermediate session, we'll review the definition of an S corporation, identify the changes in basis, learn the differences between stock and debt basis, analyze the effects of contributions and distributions, and complete Form 1120S.</p>
<iframe src="https://fast.wistia.net/embed/iframe/fvxt2h120i" title="Income Items Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify the effects of converting to an S corporation from other entity types.</li>
<li>Identify changes in basis.</li>
<li>Compare and contrast stock basis and debt basis.</li>
<li>Analyze the effects of contributions and distributions.</li>
<li>Outline the effects of involuntary terminations.</li>
<li>Complete Form 1120S.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2019-02-15T05:00:00Z | 2019-12-31T05:00:00Z | None | 2019-02-15T05:00:00Z | | | | | | 0 | N/A | | ODW1919 | Intermediate | 2 | Federal Tax Law Topic | 2019-07-25T04:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | Knowledge of Federal Income Tax | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2021-01-01T05:00:00Z | | |
| On-Demand Webinar | S Corporation Quirks and Liquidation On-Demand Webinar | <h3>Summary</h3>
<p>This is the third of a three-part webinar series about the creation, taxation and liquidation of S corporations. This final session will review tax impacts of liquidation and the effects of a change in stock ownership. We’ll teach you how to complete Schedules L, M-1, M-2, and K-1.</p>
<iframe src="https://fast.wistia.net/embed/iframe/krvo9hzijt" title="Sect. 1244 Stock Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Outline the effects of a liquidation.</li>
<li>Complete Schedules L, M-1, and M-2.</li>
<li>Identify the effects of a change in stock ownership.</li>
<li>Identify the quirks of S corporations.</li>
<li>Recognize the effects of an involuntary termination of S status.</li>
<li>Complete Form 1120S and the shareholder's Schedule K-1.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2019-02-15T05:00:00Z | 2019-12-31T05:00:00Z | None | 2019-02-15T05:00:00Z | | | | | | 0 | N/A | | ODW1922 | Advanced | 2 | Federal Tax Law Topic | 2019-08-22T04:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | Understanding of S Corporation Taxation | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2021-01-01T05:00:00Z | | |
| On-Demand Webinar | S Corporations Formation and Basis On-Demand Webinar | <h3>Summary</h3>
<p>This is the first of a three-part webinar series about the creation, taxation and liquidation of S corporations. In this session, we will review the requirements for electing S status, eligible shareholders, basic taxation and initial shareholder basis. You’ll learn to prepare Form 2553 to make the S election and we’ll finish by completing a simple form 1120S for an S corporation.</p>
<iframe src="https://fast.wistia.net/embed/iframe/xe4svldx71" title="Unique Features of S Corporations Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify the requirements for an S corporation.</li>
<li>Outline the taxation of an S corporation.</li>
<li>Calculate initial basis of an S corporation.</li>
<li>Prepare Form 2553 to make the S election.</li>
<li>Prepare a simple Form 1120S for an S corporation.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2019-02-15T05:00:00Z | 2019-12-31T05:00:00Z | None | 2019-02-15T05:00:00Z | | | | | | 0 | N/A | | ODW1915 | Basic | 2 | Federal Tax Law Topic | 2019-06-19T04:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | None | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2021-01-01T05:00:00Z | | |
| On-Demand Webinar | Tax Implications of Retirement Distributions On-Demand Webinar | <h3>Summary</h3>
<p>Most employers offer some form of retirement plan to which employees may contribute. Many taxpayers also make contributions to traditional or Roth IRA accounts each year. Whichever the retirement savings vehicle they choose, there comes a time when contributions must be withdrawn, which can be anything but simple.
This webinar will teach you to advise your clients of decisions based on their individual situations relating to the age at which they should withdraw, and the amount, along with tax implications of distributions and potential penalties for underwithdrawing. We’ll also review the rules that must be followed when a taxpayer inherits a retirement account.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Recognize the difference between various retirement plans.</li>
<li>Comprehend when taxpayers must take distributions from various retirement plans.</li>
<li>Calculate how much the required minimum distribution must be.</li>
<li>Summarize how to calculate, report, correct, and request a waiver for the penalty when a required minimum distribution is not taken.</li>
<li>Identify the various distribution options for inherited retirement plans.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2019-02-15T05:00:00Z | 2019-12-31T05:00:00Z | None | 2019-02-15T05:00:00Z | | | | | | 0 | N/A | | ODW1933 | Basic | 2 | Federal Tax Law Topic | 2019-12-05T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | None | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2021-01-01T05:00:00Z | | |
| On-Demand Webinar | The Final 1040 and 1041 On-Demand Workshop | <h3>Summary</h3>
<p>The job of a tax professional is multi-faceted and sometimes you are called to assist your clients with tax issues after the death of a loved one. This requires knowledge of Form 1040 and 1041. If you don’t know how to complete these forms and report trusts, you could be doing your clients a disservice.</p>
<p>This workshop will provide an in-depth study with examples of how to prepare the decedent’s final Form 1040 and 1041. It will also cover changes in estate and trust taxes and planning brought about by the Tax Cuts and Jobs Act. By the end, you’ll have a knowledge of trusts and estate income returns that may be required after the death of a taxpayer.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Determine what items of income and deduction should be reported on the decedent’s final Form 1040 and the correct filing procedures for that return.</li>
<li>Utilize a decedent’s net operating loss (NOL), capital loss carryovers, passive losses, and other tax attributes on the final Form 1040 to minimize tax.</li>
<li>Take the necessary steps to assist the surviving family members in this stressful situation after the death of a taxpayer and at the creation of the estate.</li>
<li>Advise the executor of the estate or trustee of the trust with information gathering and other duties and obligations of their role.</li>
<li>Calculate distributable net income, fiduciary accounting income, and the income distribution deduction in compliance with both tax law and the governing document.</li>
<li>Understand the basic types of trusts used in legacy planning, including their design, function and correct tax reporting both before and after the grantor’s death.</li>
<li>Prepare a Form 1041 for a simple estate and what is required to treat a revocable trust as a part of the estate.</li>
<li>Prepare Schedule K-1 to accurately report estate interest, dividend, capital gain, and miscellaneous income so the beneficiaries can accurately prepare their individual tax returns.</li>
</ul>
<h3>Course Details</h3>
<p>This course includes presentation slides and an online workshop recording.</p> | 2019-06-14T04:00:00Z | 2019-12-31T05:00:00Z | None | 2019-04-15T04:00:00Z | | | | | | 0 | N/A | | ODW1944 | Intermediate | 8 | Federal Tax Law Topic | 2019-08-20T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $224 | Basic: $284 | Nonmember: $299 | | | | | | | | 8 | Federal Tax Law Topic | 8 | 8 | Taxes | Knowledge of federal income taxation | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspx | Federal Tax Law Topic | 8 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2019 | 2020-12-31T05:00:00Z | | |
| On-Demand Webinar | Year-End Information Reporting - 2018 Filing Season | <h3>Summary</h3>
<p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA, and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what information documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p>
<p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns, and whether or not the forms can be paper filed or must be e-filed.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify information documents that will be filed for taxpayers.</li>
<li>Correctly complete Form 1099-MISC for clients.</li>
<li>Identify and correct incorrect information documents.Analyze and summarize any new tax laws and provide some tax tips to your clients.</li>
<li>Identify due dates for information documents.Comply with expanded due diligence requirements for the child tax credit and American opportunity tax credit.</li>
<li>Calculate penalties for late or missed filing of information documents.</li>
<li>Correctly file information forms.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2017-12-21T05:00:00Z | 2019-12-31T05:00:00Z | None | 2018-01-30T05:00:00Z | | | | | | 0 | N/A | | ODW1802 | Basic | 2 | Federal Tax Law Topic | 2018-01-30T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | None | Jaye Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2018 | 2019-12-31T05:00:00Z | | |
| On-Demand Webinar | Year-End Information Reporting - 2019 Filing Season On-Demand Webinar | <h3>Summary</h3>
<p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p>
<p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns and whether or not the forms can be paper-filed or must be e-filed.</p>
<iframe src="https://fast.wistia.net/embed/iframe/hv5ekqmybe" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe>
<script src="https://fast.wistia.net/assets/external/E-v1.js" async></script>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify documents that will be filed for taxpayers.</li>
<li>Correctly complete Form 1099-MISC for clients.</li>
<li>Identify and correct incorrect documents.</li>
<li>Identify due dates for documents.</li>
<li>Calculate penalties for late or missed filing of documents.</li>
<li>Correctly file information forms.</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p> | 2018-12-13T05:00:00Z | 2019-12-31T05:00:00Z | None | 2018-12-12T05:00:00Z | | | | | | 0 | N/A | | ODW1843 | Basic | 2 | Federal Tax Law Topic | 2018-12-13T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80 | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | None | Jaye E. Tritz, EA, CFP® | https://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspx | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2018 | 2019-12-31T05:00:00Z | | |
