​​Live Webinars

NATP's webinars cover an array of popular tax topics and are typically two hours in length. Our webinars are led by the high quality instructors you love and offer updates and information to keep you informed. ​All live webinars are archived and available on-demand​ throughout the year.​​​​

** These representation courses are not included in unlimited e-education packages.

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

 

 

WebinarTax Impact of Children Webinar<h3>Summary</h3> <p> We love our children, but wow, are they expensive! Thank goodness the federal government provides a little help in the form of a tax credit. This webinar explores a variety of tax issues surrounding children from birth to high school graduation such as dependency exemptions, kiddie tax, child and dependent care credit, household employees, the child tax credit and earned income tax credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Evaluate dependency of children.</li> <li>Identify deductions and credits available to taxpayers with dependent children.</li> <li>Correctly calculate credits available to taxpayers with dependent children.</li> <li>Correctly apply the kiddie tax rules to taxpayers.</li> <li>Correctly report household employee income.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1822Basic2Federal Tax Law Topic2018-06-05T04:00:00Z2018-06-06T04:00:00Z2018-06-20T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneLes Marti, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Les-Marti.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-06-05T17:00:00Z2018-06-06T13:00:00Z2018-06-20T04:00:00Z
WebinarIntermediate Partnerships 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> <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>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1824Intermediate2Federal Tax Law Topic2018-06-12T04:00:00Z2018-06-14T04:00:00Z2018-06-28T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-06-12T17:00:00Z2018-06-14T13:00:00Z2018-06-28T04:00:00Z
WebinarS Corporation 101 Webinar<h3>Summary</h3> <p>Many taxpayers use S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. As a first-time S corporation tax preparer, you will likely have a lot of questions – how is an S corporation identified? What are eligibility requirements? What are common forms needed for preparing an S corporation return? How do I determine total assets? This course is perfect for tax professionals looking to add the preparation of S corporation returns to their business.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for S corporations.</li> <li>Describe the taxation of an S corporation.</li> <li>Correctly report income of an S corporation.</li> <li>Correctly report expenses of an S corporation.</li> <li>Complete a simple Form 1120S, <i>U.S. Income Tax Return for an S Corporation</i>. </li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1826Basic2Federal Tax Law Topic2018-06-19T04:00:00Z2018-06-21T04:00:00Z2018-07-05T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-06-19T17:00:00Z2018-06-21T13:00:00Z2018-07-05T04:00:00Z
WebinarInstallment Agreements That Work for Clients**<h3>Summary</h3> <p>Payment plans with the IRS is a common form of resolving a back-tax debt. So if the taxpayer owes money to the IRS, setting up a payment plan is an option that most taxpayers try to arrange, but the issue is which type of agreement to request? In addition, will the one—year rule or five-year rule apply, and does that help the taxpayer’s situation? This program will explain the process of calculating a taxpayer’s ability to pay, the various options of payment plans, and where the opportunities exist to help taxpayers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the various options for installment agreements.</li> <li>Explain how IRS future income is calculated.</li> <li>Identify the various opportunities to assist clients to obtain an automatic agreement.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1828Intermediate2Federal Tax Law Topic2018-06-26T04:00:00Z2018-06-28T04:00:00Z2018-07-12T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ./EventsAndEducation/Documents/Eric%20Green%20updated%20bio.pdfFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-06-28T13:00:00Z2018-06-28T13:00:00Z2018-07-12T04:00:00Z
WebinarThe Tax Consequences of Legal Settlements Webinar<h3>Summary</h3> <p>Lawsuits can create a stressful situation for your client - no matter whether they're the ones doing the suing or being sued. If they walk away with a check, it is your job as their tax preparer to determine if the amounts are taxable. The first step to determining this is to figure out if any of the lawsuit or settlement proceeds constituted punitive damages. More often than not, all punitive damages are taxable whether received in relation to a physical or non-physical injury or sickness. During this webinar we will address how to make this determination, as well as where you can deduct the legal fees incurred by your client.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine whether a settlement is taxable.</li> <li>Identify when a settlement is not taxable.</li> <li>Accurately deduct legal fees.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1830Basic1Federal Tax Law Topic2018-07-10T04:00:00Z2018-07-12T04:00:00Z2018-07-26T04:00:00ZGroup Internet Based$29 for members and $34 for nonmembers1Federal Tax Law Topic11TaxesNoneGenaro Cardaropoli, CPAhttps://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-07-10T17:00:00Z2018-07-12T13:00:00Z2018-07-26T04:00:00Z
WebinarUnderstanding Homeowners Associations Webinar<h3>Summary</h3> <p>Homeowners associations (HOAs) are becoming more popular in expanding cities as homeowners look to settle down in a community-minded environment. As exempt organizations, HOAs have unique filing requirements, and it is up to you to determine whether or not your client's HOA will need to file. For example, at least 85 percent of units must be used as residential and at least 90 percent of expenses must go to support operation and maintenance of the association property. We will review the other requirements for HOAs, types of entities that can elect to be treated as HOAs and the filing requirements for them in this webinar.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements of homeowners associations.</li> <li>Identify the elections and entities available for homeowners associations.</li> <li>Correctly file returns required of homeowners associations.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1832Intermediate1Federal Tax Law Topic2018-07-17T04:00:00Z2018-07-19T04:00:00Z2018-08-02T04:00:00ZGroup Internet Based$29 for members and $34 for nonmembers1Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-07-17T17:00:00Z2018-07-19T13:00:00Z2018-08-02T04:00:00Z
WebinarTax Issues of Divorce Webinar<h3>Summary</h3> <p>Divorce is a life-changing event for your client and you'll want to be prepared to make the transition as smooth as possible. There are a number of tax issues you will need to account for when preparing to file their returns. In addition to whether a payment is alimony or child support, there are other issues tax professionals should know about. For example, when children are involved, it can be tricky to determine which taxpayer can claim an exemption for a child. What about their home? If one spouse moves out, do they still qualify for a 121 exclusion? Being prepared when clients come to you in the midst of divorce can alleviate some tax filing problems. This webinar will address issues your clients may face after a divorce has been finalized.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify how to determine filing status for divorced clients.</li> <li>Describe how children are treated for divorced clients.</li> <li>Identify the treatment of the property of divorced clients.</li> <li>Identify planning techniques available to clients during a divorce.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1834Basic2Federal Tax Law Topic2018-07-24T04:00:00Z2018-07-26T04:00:00Z2018-08-09T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneKelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-07-24T17:00:00Z2018-07-26T13:00:00Z2018-08-09T04:00:00Z
WebinarAdvanced Partnerships 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> <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>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1836Advanced2Federal Tax Law Topic2018-07-31T04:00:00Z2018-08-02T04:00:00Z2018-08-16T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of basic and intermediate partnership tax lawJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-07-31T17:00:00Z2018-08-02T13:00:00Z2018-08-16T04:00:00Z
WebinarHow Innocent Spouse Relief Really Works - Pitfalls and Opportunities**<h3>Summary</h3> <p>When congress created joint filing for taxpayers it also created joint liability for those same tax liabilities. Later, Congress created relief from joint liability for innocent spouses. So what does a taxpayer need to do to prove they are an innocent spouse, and what are the differences between the three forms of innocent spouse relief? This program will explain the various forms of innocent spouse relief available under IRC § 6015 and what taxpayers need to do to document their case. Finally, Attorney Green will explain the difference between innocent spouse relief and injured spouse relief, and when each form of relief is appropriate.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the three forms of Innocent Spouse relief.</li> <li>Identify the various factors the IRS considers when deciding to grant innocent spouse relief.</li> <li>Explain the difference between innocent spouse relief and injured spouse relief.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1838Intermediate2Federal Tax Law Topic2018-08-21T04:00:00Z2018-08-22T04:00:00Z2018-09-05T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ./EventsAndEducation/Documents/Eric%20Green%20updated%20bio.pdfFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-08-21T17:00:00Z2018-08-22T17:00:00Z2018-09-05T04:00:00Z
Webinar529 Plans and the Education Credits Webinar<h3>Summary</h3> <p>Qualified tuition plans (QTP) or 529 plans are a great way to save tax-free for college education. But what happens once the kids go off to college and the tuition payments and 529 plan distributions begin? This webinar reviews what tax documents you'll need from your clients (and to whom they will be delivered) before and after 529 plan distributions are made, as well as how these distributions should be reported. We'll also review whether or not your client is eligible for the American Opportunity Tax Credit (AOTC) and/or the Lifetime Learning Credit (LLC), and how these tax credits and deductions may affect a 529 plan distribution.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for a Section 529 plan.</li> <li>Calculate the American Opportunity Tax Credit (AOTC).</li> <li>Calculate the Lifetime Learning Credit (LLC).</li> <li>Complete Form 8867 due diligence.</li> <li>Identify qualified education expenses for each type of education benefit.</li> <li>Reporting Form 1099-Q</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1840Basic2Federal Tax Law Topic2018-08-28T04:00:00Z2018-08-30T04:00:00Z2018-09-13T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-08-28T17:00:00Z2018-08-30T13:00:00Z2018-09-13T04:00:00Z
WebinarNonresidency to Residency Filing Quirks Webinar<h3>Summary</h3> <p>As the U.S. gains more and more residents who are required to file taxes, there are more and more regulations on tax filing statuses because U.S. residents, citizens, and nationals are subject to tax on their worldwide income. The big question is, however, when an individual from another country comes to work in the U.S. under a visa, or simply moves to the U.S., are they are considered a citizen, resident, nonresident, or dual-status, and what are their tax filing obligations? This webinar reviews the process of determining what an individual's filing status is and what tax forms they need to file. Additionally, you'll learn other filing options to consider for when a U.S. taxpayer is married to a nonresident living either in the U.S. or abroad.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the substantial presence test and green card test.</li> <li>Identify filing requirements for dual-status filers.</li> <li>Describe the difference between Form 1040 and 1040NR.</li> <li>Identify the treatment of nonresident spouses.</li> <li>Describe the types of visas and their effect on filing requirements.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1842Intermediate2Federal Tax Law Topic2018-09-05T04:00:00Z2018-09-06T04:00:00Z2018-09-20T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-09-05T17:00:00Z2018-09-06T13:00:00Z2018-09-20T04:00:00Z
WebinarS & C Corp Shareholder Basis Webinar<h3>Summary</h3> <p>When preparing returns for clients with S and C corporations, there are a few things to keep in mind. For example, while technically it is the shareholder’s responsibility to keep track of their basis in corporation stock, tax preparers will evidently have to use that amount to determine tax consequences of distributions. If your client doesn't keep track of it, the code presumes the basis to be zero, which means you can’t assume their stock basis is equal to retained earnings. Instead of gambling on their calculations, you can learn to tackle them yourself through this webinar, which will help you learn to calculate corporation basis through the use of special case studies.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify initial basis in S corporation stock.</li> <li>Identify adjustments to S corporation stock basis.</li> <li>Identify basis in C corporation stock.</li> <li>Identify adjustments to C corporation stock basis.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1844Basic2Federal Tax Law Topic2018-09-11T04:00:00Z2018-09-13T04:00:00Z2018-09-27T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-09-11T17:00:00Z2018-09-13T13:00:00Z2018-09-27T04:00:00Z
WebinarSpecial Tax Rules for Day Care Facilities Webinar<h3>Summary</h3> <p>Operating a day care is different than operating another business, and it requires a unique set of knowledge and tools. Take this intermediate-level webinar to learn the special tax rules and deductions available for day care providers, including specific rules regarding reporting and home use. Whether you're looking at your day care client's expenses (i.e., food consumed or educational tools purchased) or business income, this webinar will provide you with the tools you need to distinguish what's what and how your client's income and expenses compare to other business's income and expenses.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the income and expenses of businesses.</li> <li>Identify how expenses for day cares differ from other businesses.</li> <li>Complete reporting required of day care providers.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1846Intermediate2Federal Tax Law Topic2018-09-18T04:00:00Z2018-09-20T04:00:00Z2018-10-04T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-09-18T17:00:00Z2018-09-20T13:00:00Z2018-10-04T04:00:00Z
WebinarDeducting Medical Expenses Webinar<h3>Summary</h3> <p>You already know what to do for the typical medical expense deductions for doctors' visits, but what about your client who has a child taking music lessons to help them with focusing — can you take a medical deduction for that? How about the nursing home expenses your client is paying for their elderly parent? In this Deducting Medical Expenses webinar, you'll learn how to navigate situations similar to these that you might not encounter in your everyday tax preparation. You'll also learn more about how to classify and deduct funds in health savings accounts and health reimbursement accounts, as well as the current status of the <I>Affordable Care Act</i>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify qualified medical expenses.</li> <li>Calculate the deduction for qualified medical expenses.</li> <li>Describe health savings accounts (HSAs).</li> <li>Describe health reimbursement accounts (HRAs).</li> <li>Summarize the current status of the <i>Affordable Care Act</i>.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1848Basic2Federal Tax Law Topic2018-09-25T04:00:00Z2018-09-27T04:00:00Z2018-10-11T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-09-25T04:00:00Z2018-09-27T13:00:00Z2018-10-11T04:00:00Z
WebinarTax Impacts of Selling Your Business Webinar<h3>Summary</h3> <p>As your business clients grow, they may begin to consider selling their businesses. In this webinar, you'll learn about the tax impacts your client may face when selling their business via an asset sale, stock sale or liquidation. We will also compare the tax impacts of each method, so you can help your client select the best succession option possible.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the impact of the sale of a business through an asset sale.</li> <li>Describe the impact of the sale of a business through a stock sale.</li> <li>Describe the impact of the sale of a business through liquidation.</li> <li>Differentiate between the different methods of selling a business.</li> <li>Complete tax returns for clients selling their businesses.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1850Advanced2Federal Tax Law Topic2018-10-02T04:00:00Z2018-10-04T04:00:00Z2018-10-18T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Business TaxationRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-02T17:00:00Z2018-10-04T04:00:00Z2018-10-18T04:00:00Z
WebinarChanging from a Multiple Member LLC to a Single Member LLC Webinar<h3>Summary</h3> <p>As your LLC clients’ business operations and classifications change, make sure you’re able to advise them through this transition while preparing their tax returns. In this webinar, we will walk through the process of changing an LLC from a multiple- to single-member LLC. The IRS treats single-member LLCs as sole proprietorships or corporations, and does not classify it as a partnership. There are also different tax forms necessary to file, such as Form 8823 (Entity Classification Election) and agreements from existing members, when transitioning from a multiple- to single-member LLC. If you have LLC clients, this is a key webinar for you!</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>List the steps for properly transitioning from a multi-member LLC to a single-member LLC.</li> <li>Identify the tax consequences for the LLC and LLC members.</li> <li>Identify reporting requirements of the single-member LLC.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1852Intermediate1Federal Tax Law Topic2018-10-09T04:00:00Z2018-10-11T04:00:00Z2018-10-25T04:00:00ZGroup Internet Based$29 for members and $34 for nonmembers1Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom,-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-09T17:00:00Z2018-10-11T13:00:00Z2018-10-25T04:00:00Z
WebinarReporting 1099-Cs for Business & Personal Returns Webinar<h3>Summary</h3> <p>Your client hands you a 1099-C, Cancellation of Debt (COD)... now what? Is it taxable, is it non-taxable? Is it even reportable? To determine these and other tax consequences, tax preparers need to assess a variety of issues beginning with the taxpayer’s solvency. Next, the tax preparer will need to determine whether the COD is personal or business and whether the debt is recourse or nonrecourse. This webinar addresses what you as a tax professional need to know to determine the proper tax reporting for cancelled debt, for individuals, partnerships and partners, S corporations and shareholders, and C corporations and shareholders.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify cancellation of debt income for individual taxpayers.</li> <li>Identify cancellation of debt income for business taxpayers.</li> <li>Correctly report cancellation of debt.</li> <li>Correctly calculate cancellation of debt income.</li> <li>Complete tax returns for businesses and individuals with cancellation of debt income.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1854Basic2Federal Tax Law Topic2018-10-16T04:00:00Z2018-10-18T04:00:00Z2018-11-01T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-16T17:00:00Z2018-10-18T13:00:00Z2018-11-01T04:00:00Z
WebinarCompleting Form 1041 Webinar<h3>Summary</h3> <p>Estates and trusts have unique accounting and filing requirements. In this course, we will review filing requirements, income and expenses, as well as financial accounting income and distributable net income (DNI) for estates and trusts. At the end of this session we will walk through completing Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>, so you can help your clients with their estate or trust needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing requirements for estates and trusts.</li> <li>Correctly report income and expenses of estates and trusts.</li> <li>Correctly calculate financial accounting income.</li> <li>Correctly calculate distributable net income.</li> <li>Evaluate the effect of a fiscal vs. calendar tax year.</li> <li>Correctly complete Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1856Intermediate2Federal Tax Law Topic2018-10-23T04:00:00Z2018-10-25T04:00:00Z2018-11-08T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-23T17:00:00Z2018-10-25T13:00:00Z2018-11-08T05:00:00Z
WebinarMilitary Taxpayer Webinar<h3>Summary</h3> <p>There are special provisions and laws a tax professional must be aware of when you have a client who is a member of the U.S. military. For example, income may be excludable for tax purposes and your client may be entitled to special deductions you are unaware of. This webinar will provide you with all of the tools and knowledge you need to prepare your military clients' (and their spouse's) returns accurately, including benefits for disabled veterans, current military personnel and former military personnel.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify military income.</li> <li>Identify deductions available to military taxpayers.</li> <li>Evaluate the domicile options for military taxpayers.</li> <li>Identify extensions of deadlines available to military taxpayers.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1858Basic2Federal Tax Law Topic2018-11-06T05:00:00Z2018-11-08T05:00:00Z2018-11-22T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-11-06T18:00:00Z2018-11-08T14:00:00Z2018-11-22T05:00:00Z
WebinarNavigating the Pitfalls of Schedules M-1 and M-2 Webinar<h3>Summary</h3> <p> Making sense of Schedules M-1 and M-2 can be a tricky task for tax professionals filing their clients' business returns. These schedules are not very intuitive and can pose a number of questions, such as "what is the difference between the two?", "how does book income differ from taxable income?" and "what are available deductions?" Learn how to navigate these schedules and more by taking this webinar.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify required adjustments on Schedules M-1 and M-2 for partnerships.</li> <li>Identify required adjustments on Schedules M-1 and M-2 for S corporations.</li> <li>Identify required adjustments on Schedules M-1 and M-2 for C corporations.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1860Advanced1Federal Tax Law Topic2018-11-13T05:00:00Z2018-11-15T05:00:00Z2018-11-29T05:00:00ZGroup Internet Based$29 for members and $34 for nonmembers1Federal Tax Law Topic11TaxesKnowledge of Business TaxationFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-11-13T18:00:00Z2018-11-15T14:00:00Z2018-11-29T05:00:00Z
WebinarEthics for Tax Preparers Webinar<h3>Summary</h3> <p> Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Apply ethics rules as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1862Basic2Ethics2018-12-05T05:00:00Z2018-12-06T05:00:00Z2018-12-20T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane,EA,ABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-12-05T18:00:00Z2018-12-06T14:00:00Z2018-12-20T05:00:00Z
WebinarEthics for Tax Preparers - Evening Webinar<h3>Summary</h3> <p>Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Apply ethics rules as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1864Basic2Ethics2018-12-05T05:00:00Z2018-12-20T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane,EA,ABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-12-05T23:00:00Z2018-12-20T14:00:00Z
WebinarYear-End Information Reporting 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> <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>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Q&A transcript and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1865Basic2Federal Tax Law Topic2018-12-11T05:00:00Z2018-12-13T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneJaye E. Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-12-11T18:00:00Z2018-12-13T14:00:00Z

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