​​Live Webinars

Our webinars provide a convenient way to learn popular tax matters, ranging from corporate, individual, update and ethics topics. ​All live webinars are archived and available on-demand​ throughout the year.​​​​

About our live webinars:

  •    Typically 1-2 hours long
  •    Online instructor-led course
  •    Researchers available to answer questions, Q&A transcript provided after webinar
  •    Answer polling questions to receive CPE
  •    Includes webinar recording and presentation slides
  •    Includes certificate of completion

These courses are included with Premium level membership. Professional level members can use code FREECPE at checkout to redeem one 2 CPE webinar included with membership.

 

 

WebinarAre You Ready for Tax Season? Webinar<h3> Summary</h3><p>2018 was a doozy for tax law change, which makes your job as a tax professional preparing returns in 2019 even more critical. Let us help you figure out how to apply those changes to returns in the new year. This webinar examines key tax law changes from the <i>Tax Cuts and Jobs Act</i> and the <i>Bipartisan Budget Act of 2018</i> that are essential to preparing income returns for 2018, including the new QBI deduction and due diligence requirements. Any tax professional looking to practice in 2019 will benefit from this webinar and getting up to speed so you can properly advise clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize key new tax law changes from the <i>Tax Cuts and Jobs Act</i>.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze any new tax laws and provide tax tips to clients.</li> <li>Identify opportunities to plan for 2019 taxes.</li> <li>Apply due diligence requirements.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-05T05:00:00Z2018-12-05T05:00:00Z2019-01-03T05:00:00Z0N/AWEB1903Update2Federal Tax Law Update2019-01-15T05:00:00Z2019-01-17T05:00:00Z2019-01-31T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-15T18:00:00Z2019-01-17T14:00:00Z2019-01-31T05:00:00Z
WebinarTax Reform Due Diligence Requirements Webinar<h3>Summary</h3> <p>As a tax professional practicing in 2019, due diligence requirements are incredibly important to follow. We’re covering the four requirements and how they apply to the earned income tax credit, child tax credit/additional child tax credit/other dependent credit, American opportunity tax credit and Head of Household filing status. Failure to comply results in a preparer penalty of $520 per credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the requirements for due diligence.</li> <li>Perform due diligence for clients claiming the Earned Income Credit.</li> <li>Perform due diligence for clients claiming the Child Tax Credit/Additional Child Tax Credit/Other Dependent Credit.</li> <li>Perform due diligence for clients claiming the American Opportunity Credit.</li> <li>Perform due diligence for clients filing using the Head of Household filing status.</li> <li>Identify taxpayer and preparer penalties for failure to perform due diligence.</li> </ul> <h3>Course Details</h3> This course includes: <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-12-18T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00Z2019-01-09T05:00:00Z2019-01-03T05:00:00Z0N/ABPEWEB1901Basics2Ethics2019-01-16T05:00:00Z2019-01-23T05:00:00Z2019-01-30T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: Not Available2Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane%2cEA%2cABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-15T15:00:00Z2019-01-23T18:00:00Z2019-01-30T05:00:00Z
WebinarAre You Ready for Tax Season? Saturday Webinar<h3> Summary</h3><p>2018 was a doozy for tax law change, which makes your job as a tax professional preparing returns in 2019 even more critical. Let us help you figure out how to apply those changes to returns in the new year. This webinar examines key tax law changes from the <i>Tax Cuts and Jobs Act</i> and the <i>Bipartisan Budget Act of 2018</i> that are essential to preparing income returns for 2018, including the new QBI deduction and due diligence requirements. Any tax professional looking to practice in 2019 will benefit from this webinar and getting up to speed so you can properly advise clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize key new tax law changes from the <i>Tax Cuts and Jobs Act</i>.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze any new tax laws and provide tax tips to clients.</li> <li>Identify opportunities to plan for 2019 taxes.</li> <li>Apply due diligence requirements.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z2018-12-05T05:00:00Z0N/AWEB1905Update2Federal Tax Law Update2019-01-19T05:00:00Z2019-01-31T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-19T14:00:00Z2019-02-02T05:00:00Z
WebinarMaking the Client Interview Count Webinar<h3> Summary</h3><p>Each tax season, you meet with your tax clients to gather their data and prepare their tax returns. Make sure you're making the most of these meetings by providing useful tax advice that your clients can use throughout the year. This is your time to shine, so make the client interview count. This webinar discusses some very simple ideas you can incorporate into your year-end meetings to help you become an invaluable resource for all your clients' tax needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Analyze the effects of contributing to a traditional or Roth IRA.</li> <li>Analyze the effects of contributing to an HSA if eligible.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Identify the steps taxpayers can take throughout the year to minimize their taxes.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z2018-12-13T05:00:00Z2019-01-03T05:00:00Z0N/AWEB1906Basic2Federal Tax Law Topic2019-01-22T05:00:00Z2019-01-24T05:00:00Z2019-02-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-22T18:00:00Z2019-01-24T14:00:00Z2019-02-07T05:00:00Z
WebinarMaking the Client Interview Count Saturday Webinar<h3> Summary</h3><p>Each tax season, you meet with your tax clients to gather their data and prepare their tax returns. Make sure you're making the most of these meetings by providing useful tax advice that your clients can use throughout the year. This is your time to shine, so make the client interview count. This webinar discusses some very simple ideas you can incorporate into your year-end meetings to help you become an invaluable resource for all your clients' tax needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Analyze the effects of contributing to a traditional or Roth IRA.</li> <li>Analyze the effects of contributing to an HSA if eligible.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Identify the steps taxpayers can take throughout the year to minimize their taxes.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z2018-12-13T05:00:00Z0N/AWEB1908Basic2Federal Tax Law Topic2019-01-26T05:00:00Z2019-02-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®<a href="https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspx">https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspx</a>Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-26T14:00:00Z2019-02-09T05:00:00Z

eweb keepalive image