​​Live Webinars

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

** These representation courses are not included in unlimited e-education packages.

About our live webinars:

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

 

 

WebinarChanging from a Multiple Member LLC to a Single Member LLC Webinar<h3>Summary</h3> <p>As your LLC clients’ business operations and classifications change, make sure you’re able to advise them through this transition while preparing their tax returns. In this webinar, we will walk through the process of changing an LLC from a multiple- to single-member LLC. The IRS treats single-member LLCs as sole proprietorships or corporations, and does not classify it as a partnership. There are also different tax forms necessary to file, such as Form 8823 (Entity Classification Election) and agreements from existing members, when transitioning from a multiple- to single-member LLC. If you have LLC clients, this is a key webinar for you!</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>List the steps for properly transitioning from a multi-member LLC to a single-member LLC.</li> <li>Identify the tax consequences for the LLC and LLC members.</li> <li>Identify reporting requirements of the single-member LLC.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1852Intermediate1Federal Tax Law Topic2018-10-09T04:00:00Z2018-10-11T04:00:00Z2018-10-25T04:00:00ZGroup Internet Based$29 for members and $34 for nonmembers1Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom,-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-09T17:00:00Z2018-10-11T13:00:00Z2018-10-25T04:00:00Z
WebinarReporting 1099-Cs for Business & Personal Returns Webinar<h3>Summary</h3> <p>Your client hands you a 1099-C, Cancellation of Debt (COD)... now what? Is it taxable, is it non-taxable? Is it even reportable? To determine these and other tax consequences, tax preparers need to assess a variety of issues beginning with the taxpayer’s solvency. Next, the tax preparer will need to determine whether the COD is personal or business and whether the debt is recourse or nonrecourse. This webinar addresses what you as a tax professional need to know to determine the proper tax reporting for cancelled debt, for individuals, partnerships and partners, S corporations and shareholders, and C corporations and shareholders.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify cancellation of debt income for individual taxpayers.</li> <li>Identify cancellation of debt income for business taxpayers.</li> <li>Correctly report cancellation of debt.</li> <li>Correctly calculate cancellation of debt income.</li> <li>Complete tax returns for businesses and individuals with cancellation of debt income.</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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1854Basic2Federal Tax Law Topic2018-10-16T04:00:00Z2018-10-18T04:00:00Z2018-11-01T04:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-16T17:00:00Z2018-10-18T13:00:00Z2018-11-01T04:00:00Z
WebinarCompleting Form 1041 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 estates and trusts.</li> <li>Correctly report income and expenses of estates and trusts.</li> <li>Correctly calculate financial accounting income.</li> <li>Correctly calculate distributable net income.</li> <li>Evaluate the effect of a fiscal vs. calendar tax year.</li> <li>Correctly 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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1856Intermediate2Federal Tax Law Topic2018-10-23T04:00:00Z2018-10-25T04:00:00Z2018-11-08T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-10-23T17:00:00Z2018-10-25T13:00:00Z2018-11-08T05:00:00Z
WebinarMilitary Taxpayer Webinar<h3>Summary</h3> <p>There are special provisions and laws a tax professional must be aware of when you have a client who is a member of the U.S. military. For example, income may be excludable for tax purposes and your client may be entitled to special deductions you are unaware of. This webinar will provide you with all of the tools and knowledge you need to prepare your military clients' (and their spouse's) returns accurately, including benefits for disabled veterans, current military personnel and former military personnel.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify military income.</li> <li>Identify deductions available to military taxpayers.</li> <li>Evaluate the domicile options for military taxpayers.</li> <li>Identify extensions of deadlines available to military taxpayers.</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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1858Basic2Federal Tax Law Topic2018-11-06T05:00:00Z2018-11-08T05:00:00Z2018-11-22T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-11-06T18:00:00Z2018-11-08T14:00:00Z2018-11-22T05:00:00Z
WebinarNavigating the Pitfalls of Schedules M-1 and M-2 Webinar<h3>Summary</h3> <p> Making sense of Schedules M-1 and M-2 can be a tricky task for tax professionals filing their clients' business returns.&nbsp; These schedules are not very intuitive and can pose a number of questions, such as "what is the difference between the two?", "how does book income differ from taxable income?" and "what are available deductions?" Learn how to navigate these schedules and more by taking this webinar.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify required adjustments on Schedules M-1 and M-2 for partnerships.</li> <li>Identify required adjustments on Schedules M-1 and M-2 for S corporations.</li> <li>Identify required adjustments on Schedules M-1 and M-2 for C corporations.</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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1860Advanced1Federal Tax Law Topic2018-11-13T05:00:00Z2018-11-15T05:00:00Z2018-11-29T05:00:00ZGroup Internet Based$29 for members and $34 for nonmembers1Federal Tax Law Topic11TaxesKnowledge of Business TaxationFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-11-13T18:00:00Z2018-11-15T14:00:00Z2018-11-29T05:00:00Z
WebinarEthics for Tax Preparers Webinar<h3>Summary</h3> <p> Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Apply ethics rules as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1862Basic2Ethics2018-12-05T05:00:00Z2018-12-06T05:00:00Z2018-12-20T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane,EA,ABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-12-05T18:00:00Z2018-12-06T14:00:00Z2018-12-20T05:00:00Z
WebinarEthics for Tax Preparers - Evening Webinar<h3>Summary</h3> <p>Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Apply ethics rules as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1864Basic2Ethics2018-12-05T05:00:00Z2018-12-20T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane,EA,ABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPlive webinar20182018-12-05T23:00:00Z2018-12-20T14:00:00Z
WebinarYear-End Information Reporting Webinar<h3>Summary</h3> <p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p> <p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns and whether or not the forms can be paper-filed or must be e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect documents.</li> <li>Identify due dates for documents.</li> <li>Calculate penalties for late or missed filing of 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>2018-04-01T04:00:00Z2018-12-31T05:00:00ZNone2018-04-01T04:00:00Z2018-04-01T04:00:00Z0N/AWEB1865Basic2Federal Tax Law Topic2018-12-11T05:00:00Z2018-12-13T05:00:00ZGroup Internet Based$58 for members and $70 for nonmembers2Federal 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 webinar20182018-12-11T18:00:00Z2018-12-13T14:00:00Z

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