​​​​​​​​​Live Webinars

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

About our live webinars:

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

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

2019 Webinars​​

 

 

WebinarTax Implications of Retirement Distributions Webinar<h3>Summary</h3> <p>Most employers offer some form of retirement plan to which employees may contribute. Many taxpayers also make contributions to traditional or Roth IRA accounts each year. Whichever the retirement savings vehicle they choose, there comes a time when contributions must be withdrawn, which can be anything but simple. This webinar will teach you to advise your clients of decisions based on their individual situations relating to the age at which they should withdraw, and the amount, along with tax implications of distributions and potential penalties for underwithdrawing. We’ll also review the rules that must be followed when a taxpayer inherits a retirement account.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize the difference between various retirement plans.</li> <li>Comprehend when taxpayers must take distributions from various retirement plans.</li> <li>Calculate how much the required minimum distribution must be.</li> <li>Summarize how to calculate, report, correct, and request a waiver for the penalty when a required minimum distribution is not taken.</li> <li>Identify the various distribution options for inherited retirement plans.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1960Basic2Federal Tax Law Topic2019-11-19T05:00:00Z2019-11-21T05:00:00Z2019-12-05T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-11-19T18:00:00Z2019-11-21T14:00:00Z2019-12-05T05:00:00Z
WebinarTax Treatment of Installment Sales Webinar<h3>Summary</h3> <p>An installment sale is an arrangement in which the seller allows the buyer to make payments over an extended period of time. Using this method, the seller may report the gain across several tax years, which has tax consequences. This webinar will review the requirements for a permitted installment method, its tax implications and reporting process.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for an installment sale.</li> <li>Evaluate the effect of an installment sale.</li> <li>Correctly report an installment sale.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1962Basic2Federal Tax Law Topic2019-12-03T05:00:00Z2019-12-05T05:00:00Z2019-12-19T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-03T18:00:00Z2019-12-05T14:00:00Z2019-12-19T05:00:00Z
WebinarUnderstanding the New Child Tax Credit Webinar<h3>Summary</h3> <p>The <i>Tax Cuts and Jobs Act</i> affected tax law in many ways, including increasing the child tax credit to $2,000 per qualifying dependent child and created a new $500 credit for other dependents. This webinar reviews additional changes from the act and outlines requirements to claim the credit. We’ll also review how to calculate the child tax credit and how to complete your due diligence requirements by examining case studies to put that knowledge into practice.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the changes to the child tax credit in 2018.</li> <li>Outline the requirements for the child tax credit and credit for other dependents.</li> <li>Calculate the child tax credit and credit for other dependents.</li> <li>Complete the forms required for the child tax credit and credit for other dependents.</li> <li>Complete due diligence required for the child tax credit and credit for other dependents.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1964Basic2Federal Tax Law Topic2019-12-10T05:00:00Z2019-12-12T05:00:00Z2019-12-26T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-10T18:00:00Z2019-12-12T14:00:00Z2019-12-26T05:00:00Z
WebinarYear-End Tax Reporting Webinar<h3>Summary</h3> <p>At the end of each year, information documents such as W-2s and Forms 1099-MISCs must be filed. This webinar will review exactly which forms need to be filed, their various due dates applicable to the taxpayer, the IRS and the Social Security Administration. This webinar will also explain how to file corrected forms, the penalties for late filing and how to determine whether the forms must be paper-filed or e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect information documents.</li> <li>Identify due dates for information documents.</li> <li>Calculate penalties for late or missed filing of information documents.</li> <li>Correctly file information forms.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1966Basic2Federal Tax Law Topic2019-12-17T06:00:00Z2019-12-18T06:00:00Z2020-01-01T06:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-17T18:00:00Z2019-12-18T14:00:00Z2020-01-02T05:00:00Z
WebinarLearning to Use TheTaxBook WebLibrary Member Benefit Webinar<h3>Summary</h3> <p><i>TheTaxBook</i> WebLibrary Plus is the most comprehensive online research tool available to tax professionals. It includes every book Tax Materials Inc. publishes online in PDF format dating back to 2009. Resources cover individual, corporation and state information. In-depth coverage of new legislation, depreciation, Social Security, tax organizers, consent/engagement letters along with government documents such as publications, forms and instructions, IRS, Treasury regulations, court cases, letter rulings, revenue procedures, revenue rulings, notices and announcements. .</p> <p><i>TheTaxBook</i> WebLibrary Plus is available as an add-on for Professional members for $45 and is included with Premium membership.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Learn how to access a variety of federal and state tax libraries, every book offered by Tax Materials Inc. as well as government libraries.</li> <li>Understand the variety of search options in the product, including the ability to search only the index, search a specific library or libraries, or search the entire system.</li> <li>Learn to access your search history, bookmark documents and access saved searches directly from the home page.</li> <li>Learn how to create a shortcut on your computer for easy accessibility.</li> </ul> <h3>Course Details</h3> <p>NATP and <i>TheTaxBook</i> staff will answer your questions during the presentation. This webinar includes presentation slides and access to the webinar recording.</p>2019-07-03T04:00:00Z2020-12-31T05:00:00ZNone2019-07-03T04:00:00Z2019-07-03T04:00:00Z0N/AWEB2001N/A0N/A2020-01-08T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: Not Available0N/A00N/ANoneJacob MeyersN/ANo CPElive webinar20202020-01-08T14:00:00Z2019-09-25T04:00:00Z
WebinarLearning to Use TheTaxBook WebLibrary Member Benefit Webinar<h3>Summary</h3> <p><i>TheTaxBook</i> WebLibrary Plus is the most comprehensive online research tool available to tax professionals. It includes every book Tax Materials Inc. publishes online in PDF format dating back to 2009. Resources cover individual, corporation and state information. In-depth coverage of new legislation, depreciation, Social Security, tax organizers, consent/engagement letters along with government documents such as publications, forms and instructions, IRS, Treasury regulations, court cases, letter rulings, revenue procedures, revenue rulings, notices and announcements. .</p> <p><i>TheTaxBook</i> WebLibrary Plus is available as an add-on for Professional members for $45 and is included with Premium membership.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Learn how to access a variety of federal and state tax libraries, every book offered by Tax Materials Inc. as well as government libraries.</li> <li>Understand the variety of search options in the product, including the ability to search only the index, search a specific library or libraries, or search the entire system.</li> <li>Learn to access your search history, bookmark documents and access saved searches directly from the home page.</li> <li>Learn how to create a shortcut on your computer for easy accessibility.</li> </ul> <h3>Course Details</h3> <p>NATP and <i>TheTaxBook</i> staff will answer your questions during the presentation. This webinar includes presentation slides and access to the webinar recording.</p>2019-07-03T04:00:00Z2020-12-31T05:00:00ZNone2019-07-03T04:00:00Z2019-07-03T04:00:00Z0N/AWEB2002N/A0N/A2020-02-04T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: Not Available0N/A00N/ANoneJacob MeyersN/ANo CPElive webinar20202020-02-04T18:00:00Z2019-09-25T04:00:00Z

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