​​​​​​​​​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 Treatment of Farmers Webinar<h3>Summary</h3> <p>Farming is a unique occupation with its own set of special tax rules. Sometimes, even though your clients say they are farmers, they may not meet federal requirements to qualify for certain credits. This webinar will teach you how to identify farm activity, know whether a farming activity is a hobby or profit and summarize the implications, identify various types of farm income and to assess whether farm income received by your client is taxable. 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>Assess whether farm income received by taxpayers is taxable.</li> <li>Calculate farming expenses.</li> <li>Apply depreciation methods unique to assets used in farming.</li> <li>Assess when the rules regarding excess farm losses apply.</li> <li>Outline farm income averaging and when to use it.</li> <li>Prepare Schedule F.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1922Intermediate2Federal Tax Law Topic2019-05-28T04:00:00Z2019-05-30T04:00:00Z2019-06-13T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxPenny Wade Smith, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-05-28T17:00:00Z2019-05-30T13:00:00Z2019-06-13T04:00:00Z
Webinar4 Pillars of Modern Firm Success Webinar<h3>Summary</h3> <p>There are four distinct pillars around which firms need to function to achieve success and growth in the modern age of tax preparation. What used to deliver results like clockwork doesn’t even make a ripple in the pond today.</p> <p>Using data and proven results, our trusted partner SmartPath will discuss these pillars and how to build, structure and develop your tax firm for continued future success in today’s changing landscape.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The major stages of growth and development all firms go through, and how to simplify your current efforts to achieve the next stage of growth.</li> <li>Each of the 4 Modern Firm Pillars and how they affect what you should be focusing on.</li> <li>How to take the next step in your practice to unlock pent-up revenue potential that’s been hiding.</li> </ul> <h3>Course Details</h3> <p>This course includes:</p> <ul> <li>You’ll receive best-practice templates to utilize for continued, long-term success.</li> <li>This webinar is only available to NATP members and counts toward your member benefit of 8 hours of business practice education.</li> <li>Please note: By enrolling in this course, you are agreeing to share your information with our partner, SmartPath.</li> </ul>2019-05-01T04:00:00Z2019-12-31T05:00:00ZNone2019-05-01T04:00:00Z2019-05-01T04:00:00Z2019-05-01T04:00:00Z0N/ABPEWEB1903Intermediate0N/A2019-05-29T04:00:00Z2019-05-30T04:00:00Z2019-06-12T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $00N/A00N/ANoneWilliam Hamilton and Chris BasomN/ANo CPElive webinar20192019-05-29T15:00:00Z2019-05-30T12:00:00Z2019-06-12T04:00:00Z
WebinarS Corporations Formation and Basis Webinar<h3>Summary</h3> <p>This is the first of a three-part webinar series about the creation, taxation and liquidation of S corporations. In this session, we will review the requirements for electing S status, eligible shareholders, basic taxation and initial shareholder basis. You’ll learn to prepare Form 2553 to make the S election and we’ll finish by completing a simple form 1120S for an S corporation.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the requirements for an S corporation.</li> <li>Outline the taxation of an S corporation.</li> <li>Calculate initial basis of an S corporation.</li> <li>Prepare Form 2553 to make the S election.</li> <li>Prepare a simple Form 1120S for an S corporation.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1924Basic2Federal Tax Law Topic2019-06-04T04:00:00Z2019-06-05T04:00:00Z2019-06-20T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye E. Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-06-04T17:00:00Z2019-06-06T13:00:00Z2019-06-20T04:00:00Z
WebinarReal Estate Professional Tax Rules Webinar<h3>Summary</h3> <p>Real estate investment is becoming a popular pastime for some taxpayers, which means tax professionals will be required to learn more about passive activity loss limitations for rental property income. This webinar will teach you how to determine if your client can be classified as a real estate professional and the related implications of the classification.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Apply passive activity loss limitations for rental property.</li> <li>Identify the qualifications of a real estate professional.</li> <li>Outline the requirements for material participation.</li> <li>Outline how to group activities and potential pitfalls to the election.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1926Intermediate2Federal Tax Law Topic2019-06-11T04:00:00Z2019-06-13T04:00:00Z2019-06-27T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnoweldge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-06-11T17:00:00Z2019-06-13T13:00:00Z2019-06-27T04:00:00Z
WebinarDepreciation Basics Webinar<h3>Summary</h3> <p>Depreciation can be a difficult concept to fully understand, especially when completing 2018 returns. It comes into play when completing returns for clients who own property such as commercial or business real estate. This webinar will teach you the basic concepts of depreciation, including asset class life, different conventions, methods and types of additional depreciation options.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the basic concepts of depreciation.</li> <li>Identify the different class lives of assets.</li> <li>Identify the different methods of depreciation.</li> <li>Identify the different conventions of depreciation.</li> <li>Apply the correct method and convention for an asset.</li> <li>Correctly calculate depreciation for a variety of assets.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1928Basic2Federal Tax Law Topic2019-06-18T04:00:00Z2019-06-20T04:00:00Z2019-07-05T04:00:00ZGroup 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 webinar20192019-06-18T17:00:00Z2019-06-20T13:00:00Z2019-07-05T04:00:00Z
WebinarSection 754 Election Mechanics Webinar<h3>Summary</h3> <p>When a new partner enters a business by purchasing partnership interest or inheriting it, a §754 election may be made to mitigate the departing partner’s tax consequences of selling the partnership. This election can be complex and many tax practitioners are unaware of the election’s potential value. This webinar will review the pros and cons of making the election, teach you how to calculate basis adjustments required by the election and how to properly report the election to the partner and on the partner’s return.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify what a §754 election is.</li> <li>Summarize the pros and cons to making the election.</li> <li>Identify how to properly make the election.</li> <li>Calculate basis adjustments required by the §754 election.</li> <li>Summarize properly reporting the §754 election to the partner.</li> <li>Summarize properly reporting the §754 election on the partner's return.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1930Advanced2Federal Tax Law Topic2019-06-25T04:00:00Z2019-06-27T04:00:00Z2019-07-11T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesUnderstanding of S corporation taxationLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-06-25T17:00:00Z2019-06-27T13:00:00Z2019-07-11T04:00:00Z
WebinarS Corporation Operations and Tax Reporting Webinar<h3>Summary</h3> <p>This webinar is the second in a three-part series covering the creation, taxation and liquidation of an S corporation. In this intermediate session, we'll review the definition of an S corporation, identify the changes in basis, learn the differences between stock and debt basis, analyze the effects of contributions and distributions, and complete Form 1120S.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the effects of converting to an S corporation from other entity types.</li> <li>Identify changes in basis.</li> <li>Compare and contrast stock basis and debt basis.</li> <li>Analyze the effects of contributions and distributions.</li> <li>Outline the effects of involuntary terminations.</li> <li>Complete Form 1120S.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1932Intermediate2Federal Tax Law Topic2019-07-09T04:00:00Z2019-07-11T04:00:00Z2019-07-25T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-07-09T17:00:00Z2019-07-11T13:00:00Z2019-07-25T04:00:00Z
WebinarTax Planning For Those With Special Needs Webinar<h3>Summary</h3> <p>Families with members who have special needs present unique situations during tax planning. In this webinar, you’ll learn about the various options available to your clients such as utilizing ABLE accounts and qualified disability trusts to provide for the future needs of their family members.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the taxability of ABLE accounts.</li> <li>Outline the taxablility of legal settlements.</li> <li>Outline the requirements of a qualified disability trust.</li> <li>Assess the reporting required for ABLE accounts.</li> <li>Analyze a Form 1041 for a qualified disability trust.</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>2019-02-15T05:00:00Z2020-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1934Intermediate1Federal Tax Law Topic2019-07-16T04:00:00Z2019-07-18T04:00:00Z2019-08-01T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-07-16T17:00:00Z2019-07-18T13:00:00Z2019-08-01T04:00:00Z
WebinarBonus Depreciation Rules and Section 179 Webinar<h3>Summary</h3> <p>Bonus depreciation and Section 179 expensing allow taxpayers to write off costs for purchasing assets such as property for their trade or business. This webinar will teach you how to determine what assets are eligible, how to make the election and will review limitations for both. We will also discuss tax implications of selling assets or converting them to personal use property from business property. By the end, you’ll be able to help predict when depreciation recapture may impact your client.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Define bonus depreciation and Section 179 expensing.</li> <li>Identify limitations regarding bonus depreciation and Section 179 expensing.</li> <li>Determine what assets are eligible for bonus depreciation.</li> <li>Determine what assets are eligible for Section 179 expensing.</li> <li>Recognize the reporting requirements for both bonus depreciation and Section 179 expensing.</li> <li>Predict when depreciation recapture may impact your client.</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/AWEB1936Basic2Federal Tax Law Topic2019-07-30T04:00:00Z2019-08-01T04:00:00Z2019-08-15T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneTo Be DeterminedFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-07-30T17:00:00Z2019-08-01T13:00:00Z2019-08-15T04:00:00Z
WebinarS Corporation Quirks and Liquidation Webinar<h3>Summary</h3> <p>This is the third of a three-part webinar series about the creation, taxation and liquidation of S corporations. This final session will review tax impacts of liquidation and the effects of a change in stock ownership. We’ll teach you how to complete Schedules L, M-1, M-2, and K-1.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the effects of a liquidation.</li> <li>Complete Schedules L, M-1, and M-2.</li> <li>Identify the effects of a change in stock ownership.</li> <li>Identify the quirks of S corporations.</li> <li>Recognize the effects of an involuntary termination of S status.</li> <li>Complete Form 1120S and the shareholder's Schedule K-1.</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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZUnderstanding of S corporation taxation2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1938Advanced2Federal Tax Law Topic2019-08-06T04:00:00Z2019-08-08T04:00:00Z2019-08-22T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesS Corporation TaxationJaye E. Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-08-06T17:00:00Z2019-08-08T13:00:00Z2019-08-22T04:00:00Z
WebinarCompleting Form 1041 for Estates and Trusts Webinar<h3>Summary</h3> <p>Estates and trusts have unique accounting and filing requirements. In this course, we will review filing requirements, income and expenses, as well as financial accounting income and distributable net income (DNI) for estates and trusts. At the end of this session we will walk through completing Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>, so you can help your clients with their estate or trust needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing requirements for a final Form 1040.</li> <li>Report income and expenses on a final Form 1040.</li> <li>Identify the income filing requirements for estates.</li> <li>Report income and expenses of estates.</li> <li>Complete a final Form 1040 for a decedent.</li> <li>Complete Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, 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/AWEB1940Basic2Federal Tax Law Topic2019-08-13T04:00:00Z2019-08-15T04:00:00Z2019-08-29T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-08-13T17:00:00Z2019-08-15T13:00:00Z2019-08-29T04:00:00Z
WebinarTax Reform NOL Changes Webinar<h3>Summary</h3> <p>The goal of every business owner is to make a profit, but sometimes losses do occur. As a tax professional, you must know how to handle net operating losses (NOLs) when this happens. Not all business losses result in NOLs at the individual taxpayer level, but you need to know what qualifies as a NOL and how to properly calculate and report it. We’ll also review new options taxpayers have under the <i>Tax Cuts and Jobs Act</i>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify if a business or individual has incurred an NOL.</li> <li>Calculate the amount of the NOL.</li> <li>Identify how to report the NOL properly.</li> <li>Compare and contrast the rules prior to and after the TCJA.</li> <li>Recognize when an NOL can be carried back under the TCJA rules.</li> <li>Compute the NOL deduction for each taxpayer when there is a filing status change.</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/AWEB1942Intermediate2Federal Tax Law Topic2019-08-20T04:00:00Z2019-08-22T04:00:00Z2019-09-05T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-08-20T17:00:00Z2019-08-22T13:00:00Z2019-09-05T04:00:00Z
WebinarCompleting Form 706 and 709 for Estates Webinar<h3>Summary</h3> <p>There have been many changes to the estate and gift tax requirements over the last few years. Are you current on all of the updated information? This webinar will review each Forms 706 and 709, and their accompanying rules associated with completing a client’s tax return. We’ll also identify a few ways to minimize estate and gift tax due to save your clients money.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the filing requirements for Form 706.</li> <li>Outline the filing requirements for Form 709.</li> <li>Complete Form 706.</li> <li>Complete Form 709.</li> <li>Identify ways to minimize estate and gift tax due.</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/AWEB1944Basic2Federal Tax Law Topic2019-08-27T04:00:00Z2019-08-29T04:00:00Z2019-09-12T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-08-27T17:00:00Z2019-08-29T13:00:00Z2019-09-12T04:00:00Z
WebinarTax Implications of Divorce Webinar<h3>Summary</h3> <p>You may discover that your clients going through a divorce need a little extra attention when it comes time to prepare their tax return. Besides trying to determine whether payment is alimony or child support, you’ll need to know which taxpayer can claim an exemption for a child. You’ll also need to know if they still qualify for a Section 121 exclusion should one spouse move out. This webinar will address the issues your clients may face after a divorce has been finalized.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing status for divorced clients with and without dependent children.</li> <li>Identify which parent is the custodial parent.</li> <li>Summarize tax credits and benefits available to noncustodial and custodial parents.</li> <li>Describe tax treatment of property settlements of divorced clients.</li> <li>Determine if a payment is considered alimony.</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/AWEB1946Basic2Federal Tax Law Topic2019-09-17T04:00:00Z2019-09-19T04:00:00Z2019-10-03T04:00:00ZGroup 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 webinar20192019-09-17T17:00:00Z2019-09-19T13:00:00Z2019-10-03T04:00:00Z
WebinarForeign Tax Credit and Exclusion for U.S. Expats Webinar<h3>Summary</h3> <p>As taxpayers increasingly live and work abroad, there is more opportunity for double taxation as U.S. taxpayers are taxed on their worldwide income. There are tax advantages available to mitigate this risk, which we will review in this webinar. You’ll learn to properly and accurately complete Form 2555, <i>Foreign Earned Income</i>, to exclude foreign earned income and Form 1116, <i>Foreign Tax Credit</i>, to calculate the foreign tax credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize if a taxpayer qualifies for the foreign earned income exclusion and the foreign housing deduction or exclusion.</li> <li>Recognize if a taxpayer qualifies for the foreign tax credit or deduction. </li> <li>Identify social security issues and self-employment issues related to working abroad.</li> <li>Analyze Form 2555 to determine the appropriate foreign income exclusion for the taxpayer.</li> <li>Evaluate Form 1116 to determine the appropriate foreign tax credit for the taxpayer.</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/AWEB1948Intermediate2Federal Tax Law Topic2019-10-01T04:00:00Z2019-10-03T04:00:00Z2019-10-17T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-01T17:00:00Z2019-10-03T13:00:00Z2019-10-17T04:00:00Z
WebinarCalculating the Adoption Credit Webinar<h3>Summary</h3> <p>Adoption is a wonderful way for people to expand and complete their families. Families who adopt can claim the adoption tax credit when filing a return to help offset the costs. This webinar will outline requirements of taxpayers to take the credit, teach you how to correctly calculate the adoption credit, and define special needs adoptions and the difference in calculating the credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the requirements for taxpayers to take the adoption credit.</li> <li>Define special needs adoptions and the difference in calculating the credit.</li> <li>Calculate the adoption credit.</li> <li>Complete tax returns for taxpayers who take the adoption credit.</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/AWEB1950Basic1Federal Tax Law Topic2019-10-08T04:00:00Z2019-10-10T04:00:00Z2019-10-24T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-08T17:00:00Z2019-10-10T13:00:00Z2019-10-24T04:00:00Z
WebinarPrimary Residence Tax Transactions Webinar<h3>Summary</h3> <p>Some taxpayers will live in and use their primary residence solely as their personal property, but some choose to rent it out or convert part of their house into a home office. There are certain tax implications that come along with these changes including how to determine the gain and loss on the sale of a primary residence converted to rental property. This webinar will go through how to determine if the Section 121 exclusion is available to your client, how to calculate the correct amount that can be excluded and how to use a Section 1031 exchange on the depreciation recapture for a home office.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Calculate the gain or loss on a primary residence converted to a rental property.</li> <li>Determine if capital gain on the sale of a residence can be excluded under §121.</li> <li>Calculate the available §121 exclusion on a previously rented primary residence.</li> <li>Review Form 8949 for the sale of a primary residence.</li> <li>Analyze Form 4797 for the sale of a primary residence with business use.</li> <li>Utilize a §1031 exchange for a primary residence with a home office.</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/AWEB1952Intermediate2Federal Tax Law Topic2019-10-23T04:00:00Z2019-10-24T04:00:00Z2019-11-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-23T17:00:00Z2019-10-24T13:00:00Z2019-11-07T05:00:00Z
WebinarRetirement Plans for Self-Employed Taxpayers Webinar<h3>Summary</h3> <p>Many taxpayers opt to be their own bosses instead of working for someone else. It’s an appealing option to set your own schedule and make all of the business decisions! However, this puts them in the position of providing “employee benefits” such as retirement plans for themselves and any other employees. Self-employed taxpayers have several retirement plan options such as a Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for Employees (SIMPLE) and 401K plans. We’ll review the pros and cons of each plan to determine which is the best option for yourself or your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the features of SEPs, SIMPLE IRAs, and §401(k) plans.</li> <li>Calculate the maximum annual contribution for various types of retirement plans.</li> <li>Compute the deduction for various types of retirement plan contributions.</li> <li>Identify the employer’s responsibility for maintaining and funding 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/AWEB1954Basic2Federal Tax Law Topic2019-10-29T04:00:00Z2019-10-31T04:00:00Z2019-11-14T05:00:00ZGroup 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 webinar20192019-10-29T17:00:00Z2019-10-31T13:00:00Z2019-11-14T05:00:00Z
WebinarComplete and File Form 1040-NR Webinar<h3>Summary</h3> <p>A Form 1040-NR is the required for filing taxes for a nonresident U.S. client. U.S. demographics are changing significantly and are assumed to continue to do so making it critical you understand how to complete and file this form. This webinar will help tax professionals determine if a Form 1040-NR is needed and will explain the differences between a resident and a nonresident alien. We’ll also walk through examples of Form 1040-NR, provide tips for preparing the form and help you determine income sources, as income generated in the U.S. (with certain exceptions) needs to be reported on this form.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Review Form 1040NR.</li> <li>Assess whether your client needs to file Form 1040NR.</li> <li>Differentiate a resident and nonresident alien.</li> <li>Determine income sources.</li> <li>Prepare Form 1040NR.</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/AWEB1956Advanced2Federal Tax Law Topic2019-11-05T05:00:00Z2019-11-07T05:00:00Z2019-11-21T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income Tax LawBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-11-05T18:00:00Z2019-11-07T14:00:00Z2019-11-21T05:00:00Z
WebinarHRA Tax Compliance Webinar<h3>Summary</h3> <p>Health reimbursement arrangements (HRAs) can be provided by employers to reimburse employees for out-of-pocket medical expenses, tax-free. However, the implementation of the Affordable Care Act (ACA) drastically changed the way HRAs are offered. In this webinar, you’ll learn the benefits of HRAs and what plan administrators must do to keep an HRA compliant with the ACA. We’ll also walk through options for small employers who still want to offer some health benefits.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the benefits and rules of establishing and operating an HRA.</li> <li>Identify how HRAs are affected by the ACA.</li> <li>Summarize the benefits and rules of establishing and operating a QSEHRA.</li> <li>Recognize which employers qualify for QSEHRAs.</li> <li>Identify how QSEHRAs are affected by the ACA.</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/AWEB1958Basic2Federal Tax Law Topic2019-11-12T05:00:00Z2019-11-14T05:00:00Z2019-11-28T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-11-12T18:00:00Z2019-11-14T14:00:00Z2019-11-28T05:00:00Z
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 Topic2019-12-17T05:00:00Z2019-12-19T05:00:00Z2020-01-02T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathryn Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-17T18:00:00Z2019-12-19T14:00:00Z2020-01-02T05:00:00Z

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