|       |    Find a Tax Pro

Live Webinars

​Our webinars cover an array of popular tax topics and are typically two hours in length. All live webinars are archived and available on-demand throughout the year.​​​​

 

 

WebinarConquering Form 990<h3>Summary</h3> <p>Form 990, <i>Return of Organization Exempt from Income Tax</i>, can be a challenge. However, properly completing Form 990 is critical to making sure the tax-exempt status is preserved and any potential issues are avoided. In this webinar, you’ll learn how to accurately complete Form 990 to protect your clients’ tax-exempt status.</p> <p>As you may know, Form 990 has many pages accompanied with a lot of questions asking about the governance, organization and purpose of the tax-exempt organization. This course goes through all the pages of Form 990, so you can conquer the challenges that the Form presents and prepare an accurate return. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the reporting requirements for program service accomplishments.</li> <li>Identify the schedules required for Form 990 reporting for clients at the tax desk.</li> <li>Correctly report statements of revenue for Form 990 taxpayers.</li> <li>Correctly calculate functional expenses for Form 990 taxpayers.</li> <li>Accurately prepare the balance sheet for Form 990 taxpayers.</li> <li>Accurately complete Form 990, <i>Return of Organization Exempt from Income Tax</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1709Intermediate2Federal Tax Law Topic2017-05-23T04:00:00Z2017-05-25T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLarry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-05-23T16:00:00Z2017-05-25T13:00:00Z
WebinarPartnership Basis – A Calculation You Can Handle<h3>Summary</h3> <p>Have you ever asked yourself what is the difference between a partner’s inside and outside basis? To properly advise your partnership clients, you need to know the difference between the two and how to calculate the amounts. In this webinar, you will learn how to calculate a partner’s inside and outside basis and why the capital account doesn’t necessarily equal the partner’s basis.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Define basis for tax clients.</li> <li>Define inside basis for tax clients.</li> <li>Correctly calculate inside basis.</li> <li>Define outside basis for tax clients.</li> <li>Correctly calculate outside basis.</li> <li>Describe the differences between inside and outside basis to tax clients at the tax desk.</li> <li>Analyze how basis affects partners.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1711Intermediate2Federal Tax Law Topic2017-05-31T04:00:00Z2017-06-01T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of basic Partnership TaxationLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom%2c-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-05-31T17:00:00Z2017-06-01T13:00:00Z
WebinarThe Nuts and Bolts of Partnership Liquidation<h3>Summary</h3> <p>In a perfect world, the tax consequences of liquidating a partnership would be easy for your business clients. Sell the assets, pay off the debts and distribute the remaining cash. Unfortunately, the mechanics of this liquidation process are easier said than done. Take this webinar and you will be able to lead your clients through this process. You’ll learn the steps for partnership liquidations, the tax consequences of partnership liquidations and the tax consequences of technical terminations.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine when a partnership liquidation occurs based on the client scenario.</li> <li>Outline the steps for liquidating a partnership.</li> <li>Correctly describe the tax consequences of partnership liquidation at the partnership level.</li> <li>Correctly describe the tax consequences of partnership liquidation at the partner level.</li> <li>Properly report the liquidation.</li> <li>Determine how to report transactions that occur after liquidation.</li> <li>Identify the events that trigger technical terminations.</li> <li>Describe the tax consequences of technical terminations.</li>&nbsp; </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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1713Intermediate2Federal Tax Law Topic2017-06-06T04:00:00Z2017-06-07T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom%2c-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-06-06T17:00:00Z2017-06-07T13:00:00Z
WebinarUnlock the Mystery of Completing Form 8824, Like-Kind Exchanges<h3>Summary</h3> <p>If you have clients with a business that includes vehicles, it is likely that they have been a party to a like-kind exchange. In this webinar, you will learn the rules for like-kind exchanges and how to complete Form 8824, <i>Like-Kind Exchanges (and section 1043 conflict-of-interest sales)</i>.</p> <p>Like-kind exchanges are business transactions where a client exchanges property for similar property. When dealing with business clients who are or have been a party to a like-kind exchange, it’s important for you to understand how business assets are treated in the exchange and how to properly report it. This webinar reviews the basic like-kind exchange rules for business assets such as vehicles and both residential and nonresidential rentals. You’ll also be walked through how to complete Form 8824. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements of a like-kind exchange to a client at the tax desk.</li> <li>Outline the treatment of vehicles in a business like-kind exchange.</li> <li>Distinguish the treatment of residential and nonresidential rentals in a business like-kind exchange.</li> <li>Calculate realized gain from like-kind exchanges.</li> <li>Calculate basis in property acquired in a like-kind exchange.</li> <li>Correctly complete Form 8824, <i>Like-Kind Exchanges (and section 1043 conflict-of-interest sales)</i>.</li>&nbsp; </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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1715Basic2Federal Tax Law Topic2017-06-13T04:00:00Z2017-06-14T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz%2cEA%2cCFP%c2%ae.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-06-13T17:00:00Z2017-06-14T13:00:00Z
WebinarBeyond the Basic §1031 Like-Kind Exchange<h3>Summary</h3> <p>As a tax preparer, you understand the importance of helping your clients keep their tax liability to a minimum. Depending on your clients’ circumstances, they may be eligible to defer gain and hence tax liability by using one of the less frequently used types of §1031 like-kind exchanges. In this webinar, you’ll learn the rules for basic like-kind exchanges, as well as less common types of transactions, including exchanges of real property with both business and personal use. You will also learn how a like-kind exchange affects the §121 exclusion. Finally, the webinar will address a like-kind exchange for a rental that is converted to a personal residence and if and when the §121 exclusion will apply.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe a like-kind exchange to clients at the tax desk.</li> <li>Outline the requirements of Starker like-kind exchanges.</li> <li>Outline the requirements of reversed like-kind exchanges.</li> <li>Describe the interaction between §121 and §1031 when exchanging the property with both personal and business use.</li> <li>Describe the treatment of a like-kind exchange of a rental that is converted to a personal residence.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1717Intermediate2Federal Tax Law Topic2017-06-20T04:00:00Z2017-06-22T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesBasic knowledge of business taxationCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-06-20T17:00:00Z2017-06-22T13:00:00Z
WebinarDPAD – A Benefit of Made in America<h3>Summary</h3> <p>Do you have clients who are eligible for the domestic production activities deduction (DPAD)? DPAD is available to entities who manufacture, produce, grow or extract tangible personal property, computer software and sound recordings in the U.S. In this webinar, you will learn how to determine when your clients’ businesses are eligible for DPAD and how to report it. In addition, you will learn how to report DPAD information from pass-through entities on clients’ personal income tax returns. All entity types, such as sole proprietorships, C and S corporations and partnerships, are able to claim DPAD. However, the basic rules of determining when a business is eligible for DPAD, calculating it and reporting on Form 8903, Domestic Production Activities Deduction, are complex. This webinar helps ease some of the complexity, so that you’re able to properly advise your clients who can take this deduction. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>List the activities that qualify for the DPAD.</li> <li>Identify clients who may qualify for the DPAD based on taxpayer activities.</li> <li>Describe the components needed to figure the DPAD. </li> <li>Apply the different cost allocation methods of the DPAD.</li> <li>Correctly calculate the DPAD.</li> <li>Accurately complete Form 8903, <i>Domestic Production Activities Deduction</i>.</li> <li>Report the DPAD correctly for flow-through entities.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1719Intermediate2Federal Tax Law Topic2017-06-27T04:00:00Z2017-06-28T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxGenaro Cardarapoli, CPAhttp://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-06-27T17:00:00Z2017-06-28T13:00:00Z
WebinarForm 3115 Line-by-Line<h3>Summary</h3> <p>If you have clients who need to adjust incorrect or missed depreciation, they may need to file Form 3115, <i>Application for Change in Accounting Method</i>. In this webinar, you will learn when to file Form 3115 and how to complete it. </p> <p>Did you know that amending a tax return may not be the correct way to adjust for incorrect or missed depreciation? Usually Form 3115 needs to be completed, and this can be a daunting process. There are over 150 automatic and nonautomatic accounting method changes that are reported on this form. Learn when Form 3115 is needed in lieu of amending a tax return and receive line-by-line instructions from completing it for missed or incorrect depreciation and for changing from cash to accrual. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Evaluate when a taxpayer should file Form 3115.</li> <li>Distinguish between automatic and nonautomatic accounting method changes.</li> <li>Identify the most common reasons to file Form 3115.</li> <li>Describe the function of each schedule attached to Form 3115.</li> <li>Correctly complete Form 3115 for a taxpayer correcting depreciation calculations.</li> <li>Correctly complete Form 3115 for a taxpayer changing accounting methods.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1721Intermediate2Federal Tax Law Topic2017-07-11T04:00:00Z2017-07-13T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesBasic knowledge of business taxationCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-07-11T17:00:00Z2017-07-13T13:00:00Z
WebinarFarming 101<h3>Summary</h3> <p>Farming is a unique activity with its own set of special tax issues. This webinar is a beginner’s guide for tax preparers who want to learn the basics and begin preparing individual income tax returns for farmers. You will learn depreciation rules specific to farming, farm income averaging, farm income and its association with social security benefits. We’ll also walk you through the sale of assets unique to farmers and how to prepare Schedule F, <i>Profit or Loss From Farming</i>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify whether a client’s activity is a farm activity.</li> <li>Evaluate whether a client’s farming activity is a hobby or for profit and summarize the implications.</li> <li>Identify various types of farm income for clients at the tax desk.</li> <li>Determine whether farm income received by taxpayers is taxable.</li> <li>Correctly calculate farming expenses.</li> <li>Correctly apply depreciation methods unique to assets used in farming.</li> <li>Assess when the rules regarding excess farm losses apply.</li> <li>Describe farm income averaging and when to use it.</li> <li>Accurately complete Schedule F, <i>Profit or Loss from Farming</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1723Basic2Federal Tax Law Topic2017-07-18T04:00:00Z2017-07-20T04:00:00ZGroup Internet Based$56 for Members and $68 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 webinar20172017-07-18T17:00:00Z2017-07-20T13:00:00Z
WebinarLife Cycle of a Trust<h3>Summary</h3> <p>Many of your clients have trusts and, as your clients age, their estate planning documents will become more complicated. Though you may have previously taken courses on the income taxation of trusts and estates, in this course, we’ll focus on a common estate planning tool—a revocable trust with marital deduction planning. The first part of the webinar focuses on the trust during the taxpayer’s lifetime (a living trust). The second part will walk you through the taxation and reporting requirements for a marital deduction trust (an A/B trust).</p> <p>While Subchapter J governs the taxation for trusts and estates, the application of it differs depending on the type of trust. In this presentation, you’ll learn the primary vehicles for basic estate planning using trusts, how you report income for basic trusts, how martial deduction planning works at the first death and much more. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the types of trusts.</li> <li>Describe and recognize a living trust.</li> <li>Describe and recognize an A/B trust.</li> <li>Outline the life cycle of a living trust during the lifetime of the grantor.</li> <li>Identify the filing elections for a living trust.</li> <li>Identify the changes in treatment of a living trust at the death of the grantor.</li> <li>Outline the life cycle of an A/B trust.</li> <li>Describe the requirements for each part of an A/B trust.</li> <li>Correctly describe the filing requirements for an A/B trust.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1725Intermediate2Federal Tax Law Topic2017-08-01T04:00:00Z2017-08-03T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/Les-Marti.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-08-01T17:00:00Z2017-08-03T13:00:00Z
WebinarThe Mechanics of the LLC Membership Changes<h3>Summary</h3> <p>As your LLC clients’ businesses change, make sure you’re able to advise them through this transition. In this webinar, we will walk through the process of changing an LLC from a single- to multiple- member LLC and back. You will also learn the tax consequences of these changes.</p> <p>LLC clients have the option of admitting or removing a member of their LLC. While Revenue Ruling 99-6 provides steps for changing the mechanics of an LLC, the process is not simple. In this webinar, you’ll be provided with a scenario where a single member LLC admits a partner, learn the tax consequences of reducing a multiple member LLC to a single member LLC and learn how to increase a single member LLC to a multimember 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 single member LLC to a multi-member LLC.</li> <li>Identify the tax consequences for the LLC and LLC members of changing from a single member LLC to a multi-member LLC.</li> <li>Identify reporting requirements of the multi-member LLC.</li> <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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1727Basic2Federal Tax Law Topic2017-08-15T04:00:00Z2017-08-17T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom%2c-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-08-15T17:00:00Z2017-08-17T13:00:00Z
WebinarReporting Forms 1099-C and 1099-A<h3>Summary</h3> <p>If your client came in with Form 1099-C and/or 1099-A, would you know how to properly report them? Forms 1099-C and 1099-A can often leave clients worried or confused, so it’s your job as their tax professional to understand the basics of cancellation of debt income and how to report on a client’sss income tax return. This webinar walks through through the basics of reporting Forms 1099-C and 1099-A.</p> Taxpayers can have recourse or nonrecourse debt, they can receive a 1099-A but no 1099-C and they can be solvent, insolvent or bankrupt. How to properly report these forms will depend on the taxpayer’s specific circumstances at the time the debt was cancelled. This webinar explains the proper reporting of Form 1099-C and 1099-A in a variety of client situations, such as credit card debt, rentals, personal residences and decedents. Additionally, we’ll review how a 1099-C is reported when there are co-signers or more than one obligor on a loan. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Distinguish between recourse and nonrecourse debt.</li> <li>Classify debtors as solvent, insolvent or bankrupt.</li> <li>Describe Forms 1099-C and 1099-A.</li> <li>Identify when each form should be issued.</li> <li>Properly calculate and report income from cancellation of debt.</li> <li>Outline the treatment of cancellation of debt when more than one taxpayer is obligated to pay the debt.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1729Basic2Federal Tax Law Topic2017-08-22T04:00:00Z2017-08-24T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneRandy Adams, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Randy-Adams.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-08-22T17:00:00Z2017-08-24T13:00:00Z
WebinarISO vs. ESPP vs. NQSO vs. RSU<h3>Summary</h3> <p>Can you explain the difference between an ISO, ESPP, NQSO and RSU? This webinar cuts through the alphabet soup of employee stock options, helping you provide for your higher net worth clients with complex returns. In this webinar, we’ll take a deep dive into the various types of stock options employees may receive. Gain a fuller understanding on how to determine the correct basis, how to determine the income tax effects of the stock options and properly report the disposition of client stock options.</p> <p>If you’re not quite comfortable preparing Schedule D with stock options listed on Form 1099-B, this is the webinar for you. The various stock options employees may receive include statutory or qualified stock options, such as incentive stock options (ISOs) and employee stock purchase plans (ESPPs), nonqualified stock options (NQSOs) and restricted stock units (RSUs). On top of gaining a fuller understanding of these options, you’ll also learn how to calculate gain when exercised, and whether or not the gain is qualified and subject to long term gain treatment, or nonqualified and taxed as ordinary income as additional wages. We’ll also walk through how to report the stock option disposition from Form 1099-B to Schedule D.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the common types of employee stock option plans available.</li> <li>Accurately compute basis of the common types of employee stock options.</li> <li>Explain the proper calculation and reporting of income associated with the grant, vesting and exercise of an employee stock option.</li> <li>Correctly classify the income associated with employee stock options.</li> <li>Report the disposition of employer stock acquired via a stock option.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1731Intermediate2Federal Tax Law Topic2017-08-30T04:00:00Z2017-08-31T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxKelly Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-08-30T17:00:00Z2017-08-31T13:00:00Z
WebinarHSA Contributions and Distributions<h3>Summary</h3> <p>As high deductible health plans (HDHPs) become more and more commonplace, you’ll find an increase in clients opening health savings accounts (HSAs). There’s no question that your clients will have questions on these accounts—make sure you’re prepared to have answers. In this webinar, you will learn the basics of HDHPs and HSAs. You will learn about contributions, distributions and penalties associated with HSAs.</p> <p>With there being such an increase in HSAs, to properly serve your clients, you need to understand when taxpayers are allowed to opens an HSA, who can contribute, what they can contribute, how much can be taken out, what happens if they change employers—the list goes on. This webinar addresses these questions along with distribution strategies and the consequences of not following the rules.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the eligibility requirements for HSAs.</li> <li>Correctly calculate a client’s contribution limits.</li> <li>Identify qualified expenses.</li> <li>Outline the effects of changes of employment on HSAs.</li> <li>Describe the testing periods associated with HSAs.</li> <li>Describe the penalties associated with HSAs.</li> <li>Correctly report contributions, distributions and adjustments related to HSAs.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1733Basic2Federal Tax Law Topic2017-09-06T04:00:00Z2017-09-07T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneMarilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-09-06T17:00:00Z2017-09-07T13:00:00Z
WebinarReporting PTPs<h3>Summary</h3> <p>As a tax pro, you’re probably familiar with partnership Schedule K-1s. However, if you have clients who own interests in publicly traded partnerships (PTPs), there is a volume of information reported on a PTP Schedule K-1 that you need to understand to properly report it on an individual tax return. Take this webinar to become familiar with how to do so.</p> <p>Every year, many taxpayers purchase interests in PTP. They are relatively easy to purchase through a broker, but not as easy to report. In this webinar, you’ll learn common income, deductions and other items reported on Schedule K-1 and how to correctly report these items.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe a PTP.</li> <li>Identify common types of income, deductions, credits and other items reported on PTP Schedule K-1.</li> <li>Correctly report income, deductions, credits and other items from PTP Schedule K-1 on an individual income tax return. (If we feel we need more objectives, we can separate out the items).</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1735Intermediate2Federal Tax Law Topic2017-10-02T04:00:00Z2017-10-03T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom%2c-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-02T17:00:00Z2017-10-03T13:00:00Z
WebinarSelf-Directed IRA Part I<h3>Summary</h3> <p>This webinar is the first part of a two-part webinar covering self-directed IRAs (SDIRAs). SDIRAs are increasingly popular, but buyers beware! In this webinar, you will learn the basics of SDIRAs as well as some common pitfalls. </p> <p>What if you were told you can build your business, earn millions and pay virtually no income tax on the earnings until retirement, all while using your existing retirement funds? If that doesn’t excite you, it certainly may excite your clients. SDIRAs are becoming popular and come in various forms. From owning rental property and real estate, to owning your own business, SDIRAs provide various opportunities to the public that may sound attractive on the surface, but come with flaws. In this webinar, you’ll learn the basics of SDIRAs and how to properly advise your clients on this fairly recent topic. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe SDIRAs to clients at the tax desk.</li> <li>Identify assets that can be owned by an SDIRA.</li> <li>Summarize the tax benefits of SDIRAs.</li> <li>Describe common pitfalls of SDIRAs.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1737Intermediate1Federal Tax Law Topic2017-10-10T04:00:00Z2017-10-12T04:00:00ZGroup Internet Based$28 for Members and $33 for Nonmembers1Federal Tax Law Topic11TaxesKnowledge of Federal Retirement Taxation LawsBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman%2cCPA%2cCIA%2cCSA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-10T17:00:00Z2017-10-12T13:00:00Z
WebinarSelf-Directed IRA Part II<h3>Summary</h3> <p>This webinar is the second part of a two-part webinar covering self-directed IRAs (SDIRAs). Though your clients may perceive certain benefits to starting an SDIRA, is it worth the risk?  The IRS recognizes the faulty nature of SDIRAs, but does not necessarily consider them scams. However, they are on the lookout for these business transactions. In this webinar, you will learn about recent transactions that may run afoul of the tax code, how SDIRAs are formed, the SDIRA opportunities available to the public, as well as recent case law where taxpayers have lost against the IRS and risked their entire retirement fund. Protect your clients and their future by helping them navigate the waters of SDIRAs. </p> <p>After viewing the Self-Directed IRAs Part I webinar, you’ll have received a basic understanding of SDIRAs, but now it’s time to learn how experts apply the basics to various situations. Your clients may be approached by others to use their retirement money to fund a rollover as business startup (ROBS), a checkbook IRA or other various forms. Clients are promised a secure way to build a business or invest in their own operating business, though there are many pitfalls attached to these types of transactions. Make sure you’re able to properly advise your clients on this fairly recent topic.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Explain business transactions such as ROBS and a checkbook IRA to your clients.</li> <li>Analyze the potential benefits and risks of such SDIRA transactions.</li> <li>Evaluate recent case law regarding these types of transactions.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1739Advanced1Federal Tax Law Topic2017-10-17T04:00:00Z2017-10-19T04:00:00ZGroup Internet Based$28 for Members and $33 for Nonmembers1Federal Tax Law Topic11TaxesKnowledge of Federal Retirement Taxation Laws. Self-Directed IRA Part I is strongly recommended but not required.Betty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman%2cCPA%2cCIA%2cCSA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-17T17:00:00Z2017-10-19T13:00:00Z
WebinarInstallment Sales Gone Bad<h3>Summary</h3> <p>Some of your clients may sell their property on a land contract or act as a lender for the buyer. Generally, these sales go as planned, but what happens if the buyer defaults on the loan and the seller has to repossess the property? In this webinar, you will learn the basic procedures for reporting an installment sale, and how to report the repossession and potential resale of the property.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe an installment sale transaction.</li> <li>Correctly report an installment sale transaction.</li> <li>Outline the implications of default on an installment sale transaction.</li> <li>Accurately report a repossession of a property sold pursuant to an installment sale transaction.</li> <li>Correctly summarize the tax implications of a later sale of repossessed property.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1741Basic2Federal Tax Law Topic2017-10-24T04:00:00Z2017-10-26T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneMarilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-24T17:00:00Z2017-10-26T13:00:00Z
WebinarClergy Quirks<h3>Summary</h3> <p>Preparing taxes for clergy can be quirky—if you serve clients who are members of the clergy, this is the course for you! How a member of the clergy reports income, expenses and credits is unique compared to a typical individual tax return. In this webinar, you’ll learn how to determine who is considered clergy, how to determine and report clergy income and how to properly report their housing allowance.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine whether a taxpayer is considered a member of the clergy.</li> <li>Identify various potential sources of clergy members’ income. </li> <li>Correctly allocate expenses among the various sources of clergy income.</li> <li>Describe the potential tax impact of housing allowances.</li> <li>Determine the tax impact of electing out of self-employment tax.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1743Basic2Federal Tax Law Topic2017-10-31T04:00:00Z2017-11-02T04:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneMarilyn Meredith, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/MarilynMeredith%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-31T17:00:00Z2017-11-02T13:00:00Z
WebinarInjured Spouse or Innocent Spouse – What am I?<h3>Summary</h3> <p>With more and more divorces and second marriages taking place in America, you will probably see an increase in clients needing help with liability former or new spouse’s tax issues. This rings particularly true for clients with blended families or tax debt. In this webinar, you will learn about injured spouse and innocent spouse. Help your clients determine whether and how they can protect their refund.</p> <p>This webinar will help tax professionals determine when a taxpayer is an injured spouse or an innocent spouse. It will address the three types of relief for innocent spouses and the completion of Form 8857 along with the completion of Form 8379 for injured spouses. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Differentiate between injured and innocent spouse.</li> <li>Identify the three types of relief available for an innocent spouse.</li> <li>Correctly complete Form 8857, <i>Request for Innocent Spouse Relief</i>.</li> <li>Correctly complete Form 8367, <i>Injured Spouse Allocation</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1745Basic2Federal Tax Law Topic2017-11-07T05:00:00Z2017-11-09T05:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneLarry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-11-07T18:00:00Z2017-11-09T14:00:00Z
WebinarCost of Ignoring AMT<h3>Summary</h3> <p>The cost of mishandling the alternative minimum tax (AMT) and its recordkeeping requirements is staggering, and your clients might not even realize it! Help protect your clients from unnecessary penalties by being able to recognize when they have to pay it. Your clients may not be concerned with the alternative minimum tax (AMT), but you can protect them by recognizing when they have to pay it. In this webinar, you will review the basics of AMT, as well as common pitfalls and consequences faced by clients with AMT. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe AMT.</li> <li>Identify AMT adjustment and preference items.</li> <li>Summarize the recordkeeping requirements for AMT.</li> <li>Describe the consequences of improper recordkeeping.</li> <li>Identify common AMT pitfalls.</li> <li>Apply common AMT situations to client scenarios.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1747Intermediate2Federal Tax Law Topic2017-11-14T05:00:00Z2017-11-16T05:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxGenaro Cardarapoli, CPAhttp://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-11-14T18:00:00Z2017-11-16T14:00:00Z
WebinarDrawing on Social Security<h3>Summary</h3> <p>Over $883 billion in social security benefits were paid in 2015, demonstrating that many of your of your aging clients may be approaching retirement. This webinar will give you the tools you need to help your clients navigate through planning for their retirement with social security.</p> <p>Much of the baby boomer generation is considering retirement, if not already retired. The decision to draw social security is one of the most critical decisions a client can make. While social security eligibility and distributions are administered by the social security department, not by the IRS, clients will still have many questions, such as when to draw, what counts for earnings and if they can collect off their spouse. After attending this presentation, you will be able to provide basic advice on retirement planning. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine who is eligible to receive social security benefits.</li> <li>Correctly calculate social security benefits.</li> <li>Accurately calculate the taxable amount of social security benefits.</li> <li>Describe the rules regarding spouses (not sure what we want on this one).</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1749Basic2Federal Tax Law Topic2017-11-28T05:00:00Z2017-11-29T05:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesNoneGenaro Cardarapoli, CPAhttp://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-11-28T18:00:00Z2017-11-29T14:00:00Z
WebinarReducing Tax on the Sale of Real Estate<h3>Summary</h3> <p>Many of your clients own real estate. Whether the real estate is in the form of investment, such as a rental, or a principal residence, real estate is an integral planning point for many taxpayers, requiring you, as their tax professional, to have a certain level of knowledge on the topic. In this webinar, you’ll learn how to advise clients who are getting ready to sell real estate and how to help them reduce the tax impact of the sale.</p> <p>When taxpayers get ready to sell real estate, there may be substantial gain. The gain can push taxpayers into higher graduated tax rates. This is a golden opportunity for tax professionals to offer planning services to reduce the tax impact that the gain will bring. In this webinar, you’ll learn about techniques such as deduction bunching, installment sales, like-kind exchanges and other techniques in order to plan for clients selling real estate.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify gain associated with the sale of real estate.</li> <li>Differentiate between the treatments of sales of types of real estate.</li> <li>Describe and apply the benefits of deduction bunching.</li> <li>Describe and apply the benefits of installment sales.</li> <li>Describe and apply the benefits of like-kind exchanges.</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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1751Intermediate2Federal Tax Law Topic2017-12-05T05:00:00Z2017-12-06T05:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxGenaro Cardarapoli, CPAhttp://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-12-05T18:00:00Z2017-12-06T14:00:00Z
WebinarGot Ethics?<h3>Summary</h3> <p>Each year, taxpayer actions or changes in the law present tax preparers with ethical dilemmas. This year, <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded the due diligence requirements for tax professionals. Register for this webinar to ensure you’re properly protecting yourself, your practice and your clients from unnecessary penalties. We will review Circular 230 and the PATH Act, as well as the preparer penalties that the IRS imposes for ethical violations.</p> <p>expanded the due diligence requirements for tax professionals. Register for this webinar to ensure you’re properly protecting yourself, your practice and your clients from unnecessary penalties. We will review Circular 230 and the PATH Act, as well as the preparer penalties that the IRS imposes for ethical violations.</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 as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Implement 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>2017-04-26T04:00:00Z2017-12-31T05:00:00ZNone2017-04-26T04:00:00Z2017-04-26T04:00:00Z0N/AWEB1753Basic2Ethics2017-12-12T05:00:00Z2017-12-14T05:00:00ZGroup Internet Based$56 for Members and $68 for Nonmembers2Ethics22Regulatory EthicsNoneGenaro Cardarapoli, CPAhttp://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-12-12T18:00:00Z2017-12-14T14:00:00Z

​​

eweb keepalive image