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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.​​​​

 

 

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
Live WebinarCybersecurity for Tax Professionals - Part 3: Detect<h3>Summary</h3><p>Recent headlines offer a stark reminder that no business is immune from cyberattack. Tax professionals are appealing targets because of the wealth of sensitive client information they hold. Have you taken appropriate steps to manage and reduce your cybersecurity risk? For the protection of your clients, your business, and yourself, data security is more critical now than ever.</p> <p>In this series of four free webinars, experts from the Internal Revenue Service, the Federal Trade Commission, and the National Association of Tax Professionals will help you secure your office based on the National Institute of Standards and Technology's (NIST) Cyber Security Framework Core principles of Identify, Protect, Detect, Respond, and Recover.</p> <p>In Part 3: Detect, we'll examine protections that can warn you of a cyberattack and help you react quickly to avert or limit the harm. We'll look at tools to monitor and segment your system, and procedures to keep your security current and address vulnerabilities that may arise. Speakers will include a tax practitioner whose systems were compromised, discussing the warning signs and aftermath of the breach.</p> <p>If you missed Part 1: Identify or Part 2: Protect, you can view it on-demand for FREE and collect one CPE for each part.</p> <h3>Objectives</h3> <p>Upon completion of Part 3: Detect, you will understand the need to: <ul> <li>Monitor your network for suspicious activity</li> <li>Maintain a log to detect system anomalies and events</li> <li>Keep your security current and address new vulnerabilities</li> <li>Require anti-virus and anti-spyware software on all devices used in your practice</li> <li>Continue to evaluate and update your information security plan</li>2017-09-21T04:00:00Z2017-12-31T05:00:00ZNone2017-09-21T04:00:00Z0N/AWEB1757Basic1Federal Tax Law Topic2017-10-04T04:00:00ZGroup Internet BasedFREE and open to the public1Federal Tax Law Topic11TaxesNoneMatthew Rogers, Special Agent Brian Thomas, Lisa Weintraub Schifferle and Larry Gray/EventsAndEducation/Documents/IRS_FTC_NATP_WebinarInstructors.pdfFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20172017-10-04T13:00:00Z
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 late 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 Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman%2cCPA%2cCIA%2cCSA.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 for 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 TaxLarry Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler%2cMST%2cEA.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 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.</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 TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman%2cCPA%2cCIA%2cCSA.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> <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

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