​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​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.

​​​​​

2020 Webinars​​​​​​

 

 

Live WebinarConverting an Entity Taxed As a Partnership To Sole Ownership Webinar<h3>Summary</h3> <p>This webinar discusses the steps involved when an entity taxed as a partnership converts to a solely-owned entity. The IRS released Revenue Ruling 99-6 to explain these steps, but the process is complicated. The three steps include liquidation of the partnership, purchase/sale of assets between partners, and lastly, placing the assets formerly owned by the partnership in service in the sole owner’s entity of choice. You’ll also learn how to determine the basis of the assets from the partnership that the sole owner places in service.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the steps required when converting a partnership to a solely-owned entity</li> <li>Identify the tax consequences for the partnership and partners when the partnership liquidates</li> <li>Calculate each partner’s basis in the assets received in liquidation</li> <li>Identify the reporting requirements for the buying and selling partner(s)</li> <li>Determine the sole owner’s basis and holding period of the assets formerly owned by the partnership</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-20T05:00:00Z2020-07-15T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2020Intermediate2Federal Tax Law Topic0N/A2020-07-15T05:00:00Z2020-07-16T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of business taxationLarry Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020July2020-07-15T05:00:00Z2020-07-16T05:00:00Z2020-07-16T05:00:00Z100 minutesWednesday, July 15, 2:00 p.m. - 4:00 p.m. CTWednesday, July 15, 2:00 p.m. - 4:00 p.m. CTWednesday, July 15, 2:00 p.m. - 4:00 p.m. CTThursday, July 16, 10:00 a.m. - 12:00 p.m. CTThursday, July 16, 10:00 a.m. - 12:00 p.m. CTThursday, July 16, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarNavigating Employer-Provided Health Insurance Webinar<h3>Summary</h3> <p>This course will navigate the contributions, limitations, distributions and eligibility for HSAs, FSAs, HRAs, QSEHRAs, as well as self-employed health insurance deductions. Each of these has their own advantages and pitfalls, and this course will help you understand their different components so you can help your clients choose which option is the best for them and their employees. For example, some allow a carryover of funds and are portable after termination, some are cross-compatible with other options and most have different maximum annual contribution amounts.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the eligibility requirements for HSAs, FSAs, HRAs, QSEHRAs and SE health insurance</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 each type of plan</li> <li>Correctly report contributions, distributions and adjustments</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-07-21T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2021Intermediate2Federal Tax Law Topic0N/A2020-07-21T05:00:00Z2020-07-22T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesFederal Tax Law TopicLaura Strombom, EA, MBA, NTPI FellowFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020July2020-07-21T05:00:00Z2020-07-22T05:00:00Z2020-07-22T05:00:00Z100 minutesTuesday, July 21, 2:00 p.m. - 4:00 p.m. CTTuesday, July 21, 2:00 p.m. - 4:00 p.m. CTTuesday, July 21, 2:00 p.m. - 4:00 p.m. CTWednesday, July 22, 10:00 a.m. - 12:00 p.m. CTWednesday, July 22, 10:00 a.m. - 12:00 p.m. CTWednesday, July 22, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarHelping Clients Benefit from the New Meals & Entertainment Rules Webinar<h3>Summary</h3> <p>Some of your clients may be in the business of wining-and-dining, which can be pretty costly. The <i>Tax Cuts and Jobs Act</i> (TCJA) changed the rules for claiming business meals and entertainment for your clients. Taxpayers used to be able to deduct up to 50% of the costs directly related to entertainment, but that changed under the TCJA. This webinar will help you navigate the new allowable deductions for your clients’ business meals and, in limited circumstances, determine when and where entertainment may still be deductible.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the exceptions to the disallowance rule for entertainment deductions</li> <li>Define requirements for claiming business meal deductions</li> <li>Differentiate between accountable plans and nonaccountable plans </li> <li>Summarize the requirements for accountable plans</li> <li>Identify substantiation requirements for deductibility of business meals</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-04T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2022Intermediate2Federal Tax Law Topic0N/A2020-08-04T05:00:00Z2020-08-05T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of business income taxAJ Reynolds, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-04T05:00:00Z2020-08-05T05:00:00Z2020-08-05T05:00:00Z100 minutesTuesday, August 4, 2:00 p.m. - 4:00 p.m. CTTuesday, August 4, 2:00 p.m. - 4:00 p.m. CTTuesday, August 4, 2:00 p.m. - 4:00 p.m. CTWednesday, August 5, 10:00 a.m. - 12:00 p.m. CTWednesday, August 5, 10:00 a.m. - 12:00 p.m. CTWednesday, August 5, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarCharitable Giving Tax Strategies Webinar<h3>Summary</h3> <p>The ways taxpayers contribute to charities and pass on wealth are varied and potentially confusing. These contributions also come with complicated tax limits, benefits and rules. Tax preparers should have a discussion with their clients to learn their goals to proactively help them maximize and time gifts for the best tax-saving opportunities. This webinar looks at several charitable giving tax options to give you, the tax preparer, a toolkit of strategies that increase your value to your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the impact of recent tax law changes on charitable giving strategies</li> <li>Calculate basis of non-cash property donated</li> <li>Calculate IRA qualified charitable distributions</li> <li>Analyze the outcomes of creating a donor-advised fund versus bunching deductions</li> <li>Summarize the qualifications required for a conservation easement contribution</li> <li>Evaluate the tax benefits of a charitable lead trust versus its inverse charitable remainder trust</li> <li>Prepare Form 5227, <i>Split-Interest Trust Information Return</i></li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-11T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2023Internediate2Federal Tax Law Topic0N/A2020-08-11T05:00:00Z2020-08-12T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of basic individual and fiduciary income taxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-11T05:00:00Z2020-08-12T05:00:00Z2020-08-12T05:00:00Z100 minutesTuesday, August 11, 2:00 p.m. - 4:00 p.m. CTTuesday, August 11, 2:00 p.m. - 4:00 p.m. CTTuesday, August 11, 2:00 p.m. - 4:00 p.m. CTWednesday, August 12, 10:00 a.m. - 12:00 p.m. CTWednesday, August 12, 10:00 a.m. - 12:00 p.m. CTWednesday, August 12, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Rules for Business Vehicles Webinar<h3>Summary</h3> <p>There are several benefits that a business can receive for having a vehicle that is either owned or used in a trade or business. For example, a business owner can get a tax benefit for taking a Section 179 deduction by purchasing a new or used vehicle. It is common in the industries of construction, sales travel, delivery businesses and client transportation to have a specific vehicle used only for business. This course will explain the benefits available and how they may pertain to each of your clients on their business returns. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine allowable depreciation</li> <li>Identify the listed property rules</li> <li>Describe rules for claiming standard mileage rate vs. actual expenses</li> <li>Complete Form 4562, <i>Depreciation and Amortization (Including Information on Listed Property)</i></li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-18T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2024Intermediate2Federal Tax Law Topic0N/A2020-08-18T05:00:00Z2020-08-19T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $32 | Basic: $40 | Nonmember: $422Federal Tax Law Topic22TaxesKnowledge of Business Tax LawBrad Messner, EA, MBAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-18T05:00:00Z2020-08-19T05:00:00Z2020-08-19T05:00:00Z50 minutesTuesday, August 18, 2:00 p.m. - 3:00 p.m. CTTuesday, August 18, 2:00 p.m. - 3:00 p.m. CTTuesday, August 18, 2:00 p.m. - 3:00 p.m. CTWednesday, August 19, 10:00 a.m. - 11:00 a.m. CTWednesday, August 19, 10:00 a.m. - 11:00 a.m. CTWednesday, August 19, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Rules and Reporting of Virtual Currency Webinar<h3>Summary</h3> <p>Bitcoin, Litecoin and Ethereum are types of cryptocurrency, which is an internet-based exchange medium to conduct financial transactions. Cryptocurrencies are considered very secure because they use strong cryptography to verify the transfer of assets. This webinar reviews what cryptocurrency is and how to report it. The IRS has special requirements for trading cryptocurrency and for taxpayers selling or exchanging virtual currencies. We’ll also cover the nuances of the new virtual currency disclosure question on the Form 1040.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the types of cryptocurrencies and the way they work</li> <li>Correctly report income from cryptocurrency</li> <li>Correctly report gains and losses from cryptocurrency</li> <li>Identify the pitfalls of cryptocurrency</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-08-25T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2025Intermediate2Federal Tax Law Topic0N/A2020-08-25T05:00:00Z2020-08-26T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Individual Income TaxAmy Wall, EA, MBAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020August2020-08-25T05:00:00Z2020-08-26T05:00:00Z2020-08-26T05:00:00Z100 minutesTuesday, August 25, 2:00 p.m. - 4:00 p.m. CTTuesday, August 25, 2:00 p.m. - 4:00 p.m. CTTuesday, August 25, 2:00 p.m. - 4:00 p.m. CTWednesday, August 26, 10:00 a.m. - 12:00 p.m. CTWednesday, August 26, 10:00 a.m. - 12:00 p.m. CTWednesday, August 26, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 1: Identifying Different Types and Terms Webinar<h3>Summary</h3> <p>This webinar kicks off a four-part series focusing on trusts. There are several different types of trusts and many different terms are used interchangeably when naming trusts. Sometimes the name of a trust can be deceiving regarding the taxation of the income of the trust. The trust document is the key to determining how income of the trust will be taxed. Attend this webinar to introduce trust preparation to your tax practice.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the different types of trusts</li> <li>Analyze the trust document and identify the type of trust</li> <li>Determine whether the trust is separate from the grantor</li> <li>Summarize the overall income tax consequences of the trust</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-09-01T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2026Intermediate2Federal Tax Law Topic0N/A2020-09-01T05:00:00Z2020-09-02T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxationJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-01T05:00:00Z2020-09-02T05:00:00Z2020-09-02T05:00:00Z100 minutesTuesday, September 1, 2:00 p.m. - 4:00 p.m. CTTuesday, September 1, 2:00 p.m. - 4:00 p.m. CTTuesday, September 1, 2:00 p.m. - 4:00 p.m. CTWednesday, September 2, 10:00 a.m. - 12:00 p.m. CTWednesday, September 2, 10:00 a.m. - 12:00 p.m. CTWednesday, September 2, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTaxation of Income Earned in a U.S. Possession/Territory Webinar<h3>Summary</h3> <p>Generally, the same rules that apply for determining U.S.-sourced income will apply to U.S. possession-sourced income. However, there are some very important exceptions to the rules. We will discuss those exceptions as well as how and where the income earned in a U.S. possession by a US citizen or resident is reported. This webinar will also explain income earned in a U.S. possession/territory (e.g. Puerto Rico, U.S. Virgin Islands, Guam) and will discuss how and where the income earned is reported. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Discuss the U.S. income rule</li> <li>Identify the U.S. possessions/territories</li> <li>Report income earned in the possession</li> <li>Determine bona fide residence or physical presence</li> <li>Determine if income is effectively connected to the U.S. </li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-09-08T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2027Intermediate2Federal Tax Law Topic0N/A2020-09-08T05:00:00Z2020-09-09T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Individual Income TaxGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-08T05:00:00Z2020-09-09T05:00:00Z2020-09-09T05:00:00Z100 minutesTuesday, September 8, 2:00 p.m. - 4:00 p.m. CTTuesday, September 8, 2:00 p.m. - 4:00 p.m. CTTuesday, September 8, 2:00 p.m. - 4:00 p.m. CTWednesday, September 9, 10:00 a.m. - 12:00 p.m. CTWednesday, September 9, 10:00 a.m. - 12:00 p.m. CTWednesday, September 9, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarReporting Foreign Accounts and Assets: FBAR vs. Form 8938 Webinar<h3>Summary</h3> <p>Do we really have to file both the FBAR and Form 8938?! This session distinguishes between foreign accounts and foreign assets, reviews reporting thresholds, outlines the harsh consequences for non-compliance, and provides a comparison of relief programs including OVDP and the Streamlined Disclosure Program. Learn what to do to ensure that your clients satisfy their foreign reporting obligations and what to do if they don’t. </p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Distinguish between foreign accounts and foreign assets</li> <li>Outline non-compliance consequences</li> <li>Assist clients with satisfying foreign reporting obligations</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-04-07T05:00:00Z2020-09-10T05:00:00ZNone2020-04-06T05:00:00Z2020-04-07T05:00:00ZWEB2039Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 10:00 a.m. - 11:40 a.m. CTThursday, September 10, 10:00 a.m. - 11:40 a.m. CTThursday, September 10, 10:00 a.m. - 11:40 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarBeyond the Basics of FATCA: Foreign Retirement Account Reporting Webinar<h3>Summary</h3> <p>U.S. citizens living and working abroad face a myriad of onerous reporting requirements for foreign bank accounts and assets. The U.S. Treasury has engaged in much-publicized enforcement activity which, to the relief of the practitioner community, has compelled taxpayers to become compliant with their FinCEN 114 and Form 8938 filing obligations. But it may well be too soon to rest easy if our clients are invested in passive foreign investment companies (PFICs), such as foreign money market accounts [yikes!], mutual funds, hedge funds, insurance products and [oh my!] pension and retirement accounts as these generally do not enjoy the same tax benefits of their American counter-parts. This class will unveil the complexity of the mandated reporting regime for PFICs (Form 8621) and for those investments deemed to be foreign “trust” (Form 3520).</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Distinguish between foreign bank account, foreign asset and foreign retirement account reporting</li> <li>Understand that certain investment accounts held abroad may be deemed to be passive investment companies and/or trusts subject to additional disclosures</li> <li>Recognize that the income tax treatment of foreign retirement accounts differs significantly from the treatment of "qualified" accounts held in the U.S.</li> <li>Properly complete forms mandated under the FATCA reporting regime</li> <li>Appreciate the gravity and high cost of non-compliance</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-04-07T05:00:00Z2020-09-10T05:00:00Z2020-04-06T05:00:00Z2020-04-07T05:00:00ZWEB2040Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 12:00 p.m. - 1:40 p.m. CTThursday, September 10, 12:00 p.m. - 1:40 p.m. CTThursday, September 10, 12:00 p.m. - 1:40 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarLeaving It All Behind: The Expatriation Tax Webinar<h3>Summary</h3> <p>Some U.S. taxpayers are leaving the U.S. to live abroad for a number of reasons and start a new life elsewhere. When they leave, they may be subject to the expatriation tax, which applies to U.S. citizens who renounced their citizenship and are no longer U.S. residents for federal tax purposes. There are different rules to apply, depending on the date of expatriation. This course will help practitioners determine who is subject to the exit tax, how it is computed, and when it must be reported. This course will help practitioners determine who is subject to the exit tax, how it is computed, and when it must be reported.</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine who is subject to the exit tax</li> <li>Compute and report the tax</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-04-06T05:00:00Z2020-09-10T05:00:00Z2020-04-06T05:00:00Z2020-04-06T05:00:00ZWEB2041Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-06T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $32 | Basic: $40 | Nonmember: $422Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 2:00 p.m. - 3:40 p.m. CTThursday, September 10, 2:00 p.m. - 3:40 p.m. CTThursday, September 10, 2:00 p.m. - 3:40 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarU.S. Tax Issues for Immigrants & Aliens Webinar<h3>Summary</h3> <p>When individuals arrive in the U.S. and begin to look for work, they are confronted by an abundance of unique tax issues. This course will provide the practitioner with the tools necessary to serve an expanding clientele. Topics will include the determination of residency for federal tax purposes, elections to be treated as resident aliens, dual-status issues, tax treatment of income and expenses for non-resident aliens, tax credits, administrative issues and departure filing requirements.</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine residency under the green card and substantial presence tests</li> <li>Recognize and correctly report effectively connected income </li> <li>Determine a nonresident alien's U.S. filing requirements </li> <li>Make appropriate entries on Form 1040-NR </li> <li>Address issues specific to the NRA, including community property reporting, estate and gift tax rules, and state non-conformity</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-04-06T05:00:00Z2020-09-10T05:00:00Z2020-04-06T05:00:00Z2020-04-07T05:00:00ZWEB2042Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 4:00 p.m. - 5:40 p.m. CTThursday, September 10, 4:00 p.m. - 5:40 p.m. CTThursday, September 10, 4:00 p.m. - 5:40 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarTax Issues for U.S. Citizens Living & Working Abroad Webinar<h3>Summary</h3> <p>Our clients live, travel and work abroad – and they invest off-shore. This course will focus on the taxation of foreign earned income, how to benefit from income exclusions, exemptions and credits, and avoid the wrath of a government that seeks to zealously prosecute tax avoidance schemes. Non-compliance comes at a steep price – let’s make sure our clients report their foreign income and financial assets.</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand that U.S. citizens living outside of the U.S. have filing requirements comparable to citizens and residents living in the U.S.</li> <li>Determine if certain U.S. taxpayers may claim the foreign earned income exclusion</li> <li>Use the foreign tax credit to mitigate the effects of double taxation and reduce the U.S. tax liability of eligible taxpayers </li> <li>Advise U.S. taxpayers of tax and reporting regulations that apply specifically to those living abroad, including foreign account and foreign assets reporting</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p> 2020-04-06T05:00:00Z2020-09-10T05:00:00ZNone2020-03-25T05:00:00Z2020-04-06T05:00:00ZWEB2038Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-06T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic 2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 8:00 a.m. - 9:40 a.m. CTThursday, September 10, 8:00 a.m. - 9:40 a.m. CTThursday, September 10, 8:00 a.m. - 9:40 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 2: Fundamentals, Filing Requirements and Reporting Income Webinar<h3>Summary</h3> <p>This webinar covers the filing requirements of a trust. You’ll learn how a simple trust differs from a complex trust, how income is reported by the trust and when it is beneficial to treat the trust income as a decedent’s estate income. This webinar will identify information you must gather and walk you through the completion of the income section of Form 1041 on Lines 1-9 using illustrations.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine the appropriate information needed to prepare Form 1041 for a trust</li> <li>Assess when the §645 election to treat trust income as estate’s is allowed and beneficial</li> <li>Determine what income is reported on Form 1041 for a trust</li> <li>Determine the Form 1041 trust due date and filing requirements</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-09-15T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2028Intermediate2Federal Tax Law Topic0N/A2020-09-15T05:00:00Z2020-09-16T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020September2020-09-15T05:00:00Z2020-09-16T05:00:00Z2020-09-16T05:00:00Z100 minutesTuesday, September 15, 2:00 p.m. - 4:00 p.m. CTTuesday, September 15, 2:00 p.m. - 4:00 p.m. CTTuesday, September 15, 2:00 p.m. - 4:00 p.m. CTWednesday, September 16, 10:00 a.m. - 12:00 p.m. CTWednesday, September 16, 10:00 a.m. - 12:00 p.m. CTWednesday, September 16, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 3: Deductible Expenses and Reporting Distributions Webinar<h3>Summary</h3> <p>This webinar focuses on trusts required to file Form 1041. Through examples, this webinar discusses Form 1041 deductions in detail for Lines 10 through 21. After gaining an understanding of the difference between fiduciary accounting income and distributable net income, you will be able to determine who ultimately reports the income of a trust. The webinar also illustrates how to complete Form 1041, Schedule A, Charitable Deduction, and Schedule B, Income Distribution Deduction.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify what expenses can be deducted on Form 1041 for a trust</li> <li>Determine whether itemized deductions are deductible or suspended for tax years 2018-2025</li> <li>Determine the charitable deduction allowed for a trust</li> <li>Differentiate between distributable net income (DNI), fiduciary accounting income (FAI) and income distribution deduction (IDD)</li> <li>Calculate DNI, FAI and IDD for a trust</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-10-06T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2029Intermediate2Federal Tax Law Topic0N/A2020-10-06T05:00:00Z2020-10-07T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Fiduciary Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020October2020-10-06T05:00:00Z2020-10-07T05:00:00Z2020-10-07T05:00:00Z100 minutesTuesday, October 6, 2:00 p.m. - 4:00 p.m. CTTuesday, October 6, 2:00 p.m. - 4:00 p.m. CTTuesday, October 6, 2:00 p.m. - 4:00 p.m. CTWednesday, October 7, 10:00 a.m. - 12:00 p.m. CTWednesday, October 7, 10:00 a.m. - 12:00 p.m. CTWednesday, October 7, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTrusts Part 4: Finalizing Form 1041 and Preparing Schedule K-1 Webinar<h3>Summary</h3> <p>Learn to prepare the Form 1041 and Schedule K-1 through comprehensive examples and illustrations. We will review how to report income on Schedule K-1 depending on whether the trust is simple or complex, and you’ll learn the differences of distributable net income on a final trust return versus any other tax year. The webinar also includes information on tax credits and when the net investment income tax applies for a trust.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Prepare Form 1041 for a trust</li> <li>Calculate the appropriate estimated tax payments for a trust</li> <li>Determine when a trust is subject to the net investment income tax (NIIT)</li> <li>Complete a Schedule K-1 for each beneficiary’s share of distributable net income so the beneficiaries can accurately prepare their individual tax returns</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-10-20T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2030Intermediate2Federal Tax Law Topic0N/A2020-10-20T05:00:00Z2020-10-21T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Fiduciary Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020October2020-10-20T05:00:00Z2020-10-21T05:00:00Z2020-10-21T05:00:00Z100 minutesTuesday, October 20, 2:00 p.m. - 4:00 p.m. CTTuesday, October 20, 2:00 p.m. - 4:00 p.m. CTTuesday, October 20, 2:00 p.m. - 4:00 p.m. CTWednesday, October 21, 10:00 a.m. - 12:00 p.m. CTWednesday, October 21, 10:00 a.m. - 12:00 p.m. CTWednesday, October 21, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarQualifying for the QBI Rental Safe Harbor Webinar<h3>Summary</h3> <p>In September 2019, the IRS issued Revenue Procedure 2019-38 to address issues surrounding qualified business income (QBI) and rental real estate. The Rev. Proc. created a safe harbor for treating rental real estate businesses as a trade or business in order to qualify for the 20% QBI deduction. The safe harbor was proposed because many taxpayers were uncertain whether or not they qualified for the QBI deduction. With these new rules, learn which of your clients will qualify and understand the facets of the deduction.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for the QBI deduction of rental real estate</li> <li>Discuss when a rental rises to the level of a trade or business</li> <li>Outline the requirements for use of the rental real estate safe harbor from IRC §199A</li> <li>Report the QBI deduction correctly for rental real estate businesses</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-10-27T05:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2031Intermediate2Federal Tax Law Topic0N/A2020-10-27T05:00:00Z2020-10-28T05:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $32 | Basic: $40 | Nonmember: $422Federal Tax Law Topic22TaxesUnderstanding of business and real estate income.Kathy Morgan, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar2020October2020-10-27T05:00:00Z2020-10-28T05:00:00Z2020-10-28T05:00:00Z50 minutesTuesday, October 27, 2:00 p.m. - 3:00 p.m. CTTuesday, October 27, 2:00 p.m. - 3:00 p.m. CTTuesday, October 27, 2:00 p.m. - 3:00 p.m. CTWednesday, October 28, 10:00 a.m. - 11:00 a.m. CTWednesday, October 28, 10:00 a.m. - 11:00 a.m. CTWednesday, October 28, 10:00 a.m. - 11:00 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarCalculate and Report Section 965 Transition Tax Webinar<h3>Summary</h3> <p>Section 965, Transition Tax on Accumulated Foreign Earnings, is the one-time U.S. transition tax on untaxed foreign earnings of foreign subsidiaries of U.S. corporations. This webinar explains how to identify U.S. shareholders with income inclusions attributable to interests in specified foreign corporations, calculate the accumulated earnings and profits (AE&P) attributable to each specified foreign corporation on the relevant determination dates, and compute any available offsets for net operating loss (NOL) years to calculate net earnings subject to the transition tax. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify U.S. shareholders with income inclusion requirements attributed to their interest in a specified foreign corporation</li> <li>Calculate the accumulated earnings and profits (AE&P) attributed to specified foreign corporations and the relevant determination dates</li> <li>Compute available offsets for NOL years to arrive at the corporation’s net earnings subject to the transition tax</li> <li>Discuss the relevant schedules used to arrive at the taxable amount for Form 965, Inclusion of Deferred Foreign Income Upon Transition to Participation Exemption System, and Form 1040, Schedule 2, Line 9</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-11-03T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2032Advanced2Federal Tax Law Topic0N/A2020-11-03T06:00:00Z2020-11-04T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge about corporate and foreign tax topicsGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020November2020-11-03T06:00:00Z2020-11-04T06:00:00Z2020-11-04T06:00:00Z100 minutesTuesday, November 3, 2:00 p.m. - 4:00 p.m. CTTuesday, November 3, 2:00 p.m. - 4:00 p.m. CTTuesday, November 3, 2:00 p.m. - 4:00 p.m. CTWednesday, November 4, 10:00 a.m. - 12:00 p.m. CTWednesday, November 4, 10:00 a.m. - 12:00 p.m. CTWednesday, November 4, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarTax Treatment of Farmers Webinar<h3>Summary</h3> <p>Farming is a unique activity with its own set of special tax issues. Farmers may deduct, as business expenses, the real estate and personal property taxes on farm business assets, including farm equipment, animals, farm buildings and more. In addition to knowing what can be deducted, tax pros must know how to identify if a client’s farming is considered a hobby. This course will discuss several of these unique concepts, and teach tax professionals how to calculate farming expenses and apply depreciation methods unique to farming assets.</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>Explain how the TCJA affects farmers</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 and expenses</li> <li>Assess when the rules regarding excess farm losses apply</li> <li>Apply depreciation methods unique to assets used in farming</li> <li>Outline farm income averaging and when to use it</li> <li>Prepare Schedule F</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-11-10T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2033Intermediate2Federal Tax Law Topic0N/A2020-11-10T06:00:00Z2020-11-11T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of basic business Income TaxPenny Wade Smith, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020November2020-11-10T06:00:00Z2020-11-11T06:00:00Z2020-11-11T06:00:00Z100 minutesTuesday, November 10, 2:00 p.m. - 4:00 p.m. CTTuesday, November 10, 2:00 p.m. - 4:00 p.m. CTTuesday, November 10, 2:00 p.m. - 4:00 p.m. CTWednesday, November 11, 10:00 a.m. - 12:00 p.m. CTWednesday, November 11, 10:00 a.m. - 12:00 p.m. CTWednesday, November 11, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarComputing Contributions and Distributions of IRAs Webinar<h3>Summary</h3> <p>Individual retirement accounts (IRAs) are a very common retirement planning tool. This webinar covers the differences between traditional and Roth IRAs, how to calculate allowable IRA contributions based on whether or not taxpayers are covered under an employer plan, how to properly report distributions, and how to handle inherited IRAs. Additionally, we will review corrective actions when taxpayers contribute too much or forget to take required minimum distributions (RMDs).</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Compute the allowable IRA contribution and deduction</li> <li>Calculate distribution options and requirements</li> <li>Prepare Form 8606 for distributions and nondeductible contributions</li> <li>Prepare Form 5329 to report additional taxes</li> <li>Find, fix and avoid common mistakes, and request penalty waivers</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-11-17T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2034Intermediate2Federal Tax Law Topic0N/A2020-11-17T06:00:00Z2020-11-18T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of individual income taxSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020November2020-11-17T06:00:00Z2020-11-18T06:00:00Z2020-11-18T06:00:00Z100 minutesTuesday, November 17, 2:00 p.m. - 4:00 p.m. CTTuesday, November 17, 2:00 p.m. - 4:00 p.m. CTTuesday, November 17, 2:00 p.m. - 4:00 p.m. CTWednesday, November 18, 10:00 a.m. - 12:00 p.m. CTWednesday, November 18, 10:00 a.m. - 12:00 p.m. CTWednesday, November 18, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarHelp Your Clients Make Decisions About Stock Options Webinar<h3>Summary</h3> <p>Reporting employee incentive stock options (ISOs), restricted stock units (RSUs), nonqualified stock options (NQSOs) and employee stock purchase plans (ESPPs) can be daunting. This webinar cuts through the alphabet soup and will look at the types of stock options employees can receive, how to determine the basis of those options and how to calculate their tax impact to the employee. This set of skills is invaluable to your clients. We’ll also review tax documents the employee should have received about stock options.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the various types of stock options</li> <li>Calculate the cost basis of stock and stock options</li> <li>Calculate income associated with the grant, vesting and exercise of employee stock options</li> <li>Determine if the taxable income is ordinary or capital gain income</li> <li>Compute required AMT adjustments where applicable</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-01T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2035Intermediate2Federal Tax Law Topic0N/A2020-12-01T06:00:00Z2020-12-02T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of basic income tax for investmentsLarry Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-01T06:00:00Z2020-12-02T06:00:00Z2020-12-02T06:00:00Z100 minutesTuesday, December 1, 2:00 p.m. - 4:00 p.m. CTTuesday, December 1, 2:00 p.m. - 4:00 p.m. CTTuesday, December 1, 2:00 p.m. - 4:00 p.m. CTWednesday, December 2, 2:00 p.m. - 4:00 p.m. CTWednesday, December 2, 2:00 p.m. - 4:00 p.m. CTWednesday, December 2, 2:00 p.m. - 4:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarChanging Accounting Methods Using Form 3115 Webinar<h3>Summary</h3> <p>When your clients have accounting method questions, they’ll often turn to you. The <i>Tax Cuts and Jobs Act (TCJA)</i> added several provisions that could require a change in accounting methods, such as expanding the availability of the cash method and exempting small businesses from the requirement to maintain inventory. In addition, claiming missed depreciation can be considered an accounting method change. This webinar covers properly reporting accounting method changes to the IRS and how to complete Form 3115.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify accounting method changes</li> <li>Summarize the accounting method changes eligible small businesses can make under the TCJA</li> <li>Determine when Form 3115 must be filed or if an amended return can be filed</li> <li>Distinguish between automatic and non-automatic accounting method changes</li> <li>Compute the §481(a) adjustment and claim in the appropriate year(s)</li> <li>Complete Form 3115 to claim missed depreciation</li> <li>Prepare Form 3115 for a small business taxpayer changing from the accrual method to the cash method using the reduced filing requirement in Rev. Proc. 2018-40</li> <li>Determine how to handle inventory when a small business taxpayer uses the cash method</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-08T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2036Intermediate2Federal Tax Law Topic0N/A2020-12-08T06:00:00Z2020-12-09T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Business Income TaxLaura Strombom, EA, MBA, NTPI FellowFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-08T06:00:00Z2020-12-09T06:00:00Z2020-12-09T06:00:00Z100 minutesTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
Live WebinarFiling Requirements for 1099s, W-2s and Other Information Returns Webinar<h3>Summary</h3> <p>Preparation is essential for successful year-end reporting. This webinar will help you understand what is needed to file your clients’ W-2s, 1099-MISCs, 1099-NECs, 941s, FUTA and other information forms or returns. We’ll review the documents and deadlines required to provide these forms to taxpayers, the IRS and the Social Security Administration. We’ll also cover filing corrected forms and the penalties for late or missed filing of information returns.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information reporting forms and when the forms are required to be filed</li> <li>Prepare Form 1099-MISC and Form 1099-NEC</li> <li>File information reporting forms correctly</li> <li>Calculate failure to file or pay penalties of information reporting forms</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-15T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2037Basic2Federal Tax Law Topic0N/A2020-12-15T06:00:00Z2020-12-16T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesNoneKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-15T06:00:00Z2020-12-16T06:00:00Z2020-12-16T06:00:00Z100 minutesTuesday, December 15, 2:00 p.m. - 4:00 p.m. CTTuesday, December 15, 2:00 p.m. - 4:00 p.m. CTTuesday, December 15, 2:00 p.m. - 4:00 p.m. CTWednesday, December 16, 10:00 a.m. - 12:00 p.m. CTWednesday, December 16, 10:00 a.m. - 12:00 p.m. CTWednesday, December 16, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno

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