Member Benefit Webinars

Running a successful tax office is more than just staying up-to-date on the latest tax changes. You look for ways to add more services, cut costs and increase efficiency. Below are business practice education and other member benefit webinars that are available for all members to advance their practice.

 

 

On-Demand WebinarThe COVID-19 Fallout: Helping Your Clients In Trouble After 10/15 On-Demand Webinar<h3>Summary</h3> <p>There were 25 million taxpayers already in trouble with past tax debts or were identified as non-filers by the IRS before the Coronavirus pandemic.  In addition, bankruptcies and divorce filings are up over 30% from before, and the year is not over yet.  This two-hour special lunch & learn by Tax Rep Network and NATP for NATP members will review the current status of IRS enforcement, what clients are facing and how practitioners can help their clients resolve their issues.  Topics will include IRS Collection, Innocent Spouse Issues and payroll tax issues.  </p><iframe src="https://fast.wistia.net/embed/iframe/xtt7gerbw6" title="Payroll Problems Will Explode Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the IRS collection process</li> <li>Explain the various opportunities to resolve a client’s tax debt</li> <li>Identify the issues surround payroll tax problems under the <i>CARES</i> Act</li> <li>Describe when clients can and should seek innocent spouse relief</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>2020-10-26T05:00:00Z2021-12-30T06:00:00ZNone2020-10-26T05:00:00ZODW2071Intermediate2Federal Tax Law Topic 0N/A2020-10-26T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge of and experience with individual taxationEric GreenFederal Tax Law Topic 2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020November2021-12-30T06:00:00Z100 minutesyesnoyesyes
On-Demand Webinar Due Diligence On-Demand Webinar<h3>Summary</h3> <p>Due diligence continues to be a focus to combat tax-fraud and an ever-present requirement of our industry. From confirming the residency of a client’s child to establishing the eligibility of a credit, the tax professional must gather more information than ever before. Some professionals struggle with exercising due diligence and invading a client’s right to privacy.  </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize when due diligence requirements apply</li> <li>Properly prepare Form 8867</li> <li>Identify acceptable documents to support the requirements</li> <li>Comprehend the retention requirements</li> <li>Recognize the traps of ethical dilemmas</li> <li>Establish procedures to ensure due diligence compliance in the tax office</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions and recording of the webinar broadcast with review questions. CPE is issued after exam is successfully completed.</p>2020-11-16T06:00:00Z2021-12-31T06:00:00ZNone2020-11-16T06:00:00ZODW2072Basic2 Ethics0N/A2020-11-16T06:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $842Ethics22Regulatory EthicsNone Ethics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020December2021-12-30T06:00:00Z100 minutesyesyesyesyes
On-Demand WebinarEthics On-Demand Webinar<h3>Summary</h3> <p>Each year, taxpayer actions, or simply changes in the law, present tax preparers with more and more ethical dilemmas. Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>, provides standards to prevent tax preparers from overstepping their professional boundaries. This webinar summarizes key parts of Circular 230, common tax preparer penalties and key due diligence requirements. Additionally, the webinar will review actual ethical-related court cases. </p><iframe src="https://fast.wistia.net/embed/iframe/er6z3bxgle" title="Introduction Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230</li> <li>Summarize the key points of due diligence</li> <li>Identify tax preparer penalties</li> <li>Review how to handle real life ethical situations </li> <li>Outline best practices to ensure compliance with the tax law and due diligence</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> 2020-05-05T05:00:00Z2021-02-28T06:00:00ZNone2020-05-04T05:00:00ZODW2062Basic2Ethics0N/A2020-05-04T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $842Ethics22Regulatory EthicsNoneSheri Fronsee, CPAEthicson-demand webinar2020July2021-12-31T06:00:00Z100 minutesnoyesyesyes
On-Demand WebinarHow to Fire a Client On-Demand Webinar<h3>Summary</h3> <p>Client breakups are hard no matter what. You don’t want to lose revenue or risk the client spreading bad publicity about you. This course will focus on how to handle a breakup.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify potential pitfalls from your client</li> <li>Establish guidelines to rectify the situation</li> <li>Discuss the disengagement with the client</li> <li>Evaluate ‘triage’- can your client be saved?</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and a recording of the broadcast.</p>2020-09-17T05:00:00Z2021-12-31T06:00:00Z2020-09-17T05:00:00ZBPEODW20040Federal Tax Law Topic 0N/A2020-09-17T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $840Federal Tax Law Topic 00TaxesSteve O'Rourke & Jared FoosFederal Tax Law Topic on-demand webinar20202021-12-30T06:00:00Znonoyesyes<p>The course will expire one year from the date of purchase.</p>
On-Demand WebinarFiling Form 1040-X After IRS Calculations On-Demand Webinar<h3>Summary</h3> <p>As the IRS recalculates taxes on unemployment benefits, it’s important for you to confirm that it was done correctly. For example, if your client did not originally claim the earned income credit or other credits, but is now eligible, you’ll need to file an amended return. In this webinar, we’ll cover common scenarios that you’ll experience post-tax season. After, we’ll provide an overview of completing a Form 1040-X, <i>Amended U.S. Individual Income Tax Return</i>.</p> <ul> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and a recording of the webinar.</p> 2021-04-29T05:00:00Z2022-12-31T06:00:00ZNone2021-04-29T05:00:00ZMBEODW2154Overview0N/A0N/A2021-04-29T05:00:00ZQAS Self Study0N/A00N/ANoneMisty EricksonN/A0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021May2022-12-31T06:00:00Z0000nononoyes<p></p>
On-Demand WebinarUnderstanding the New COVID-19 Tax Debt Relief On-Demand Webinar<h3>Summary</h3> <p>In the recently released IR-2020-248, the IRS announced a number of changes designed to help struggling taxpayers impacted by COVID-19 more easily settle their tax debts with the IRS. This 30-minute webinar will discuss these new relief initiatives at a high level with an intention of helping tax preparers who have never assisted clients with IRS debt collection before.</p> <p>This upcoming tax season, many NATP members will be assisting clients, who for the first time, will not be able to pay their tax debt. We want members to feel equipped to handle their clients’ unique tax situations and be able to provide their clients with all of their options for making payments and the alternatives to resolve balances owed.</p> <p>This 30-minute discussion will be presented by NATP’s affinity partner, Tax Rep Network.</p> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and a recording of the broadcast.</p>2020-12-11T06:00:00Z2021-12-30T06:00:00Z2020-12-11T06:00:00ZODW20730Federal Tax Law Topic 0N/A2020-12-11T06:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not Available0Federal Tax Law Topic 00TaxesEric Green, EAFederal Tax Law Topic 0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020December2021-12-30T06:00:00Zyesnoyesyes<p></p>
On-Demand WebinarThe American Rescue Plan Lifeline On-Demand Webinar<h3>Summary</h3> <p>During 2020, legislation was passed to help businesses and individuals impacted by COVID-19. As the effects of the pandemic continue, Congress has responded with the passage of the <i>American Rescue Plan Act of 2021</i>. This webinar provides information based on the newly released guidance as of the date it passes.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize tax credits and benefits available </li> <li>Identify potential tax impacts</li> <li>Determine tax planning opportunities</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 a supplemental handout. CPE is issued after exam is successfully completed.</p> 2021-03-08T06:00:00Z2022-12-31T06:00:00ZNone2021-03-08T06:00:00ZBPEODW2101Update1Federal Tax Law Update0N/A2021-03-08T06:00:00ZQAS Self-StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not Available1Federal Tax Law Update11TaxesKnowedge of federal income taxSheri FronseeFederal Tax Law Update1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021March2022-12-30T06:00:00Zyesnoyesyes<h3>How to Earn CPE</h3> <p>To receive credit for this on-demand webinar, you must make at least one attempt to answer each of the review questions included with the webinar video. You also must successfully pass the course exam with a score of 70% or better.</p> <p>The course and exam will expire one year from the date of purchase.</p>
On-Demand WebinarTop 5 Reasons to Become an EA On-Demand Webinar<h3>Summary</h3> <p>Earning your enrolled agent designation is a huge step in your career that can give you representation rights, expand your client base, increase your earning potential and set yourself apart from the competition. In this webinar, the experts at Gleim, NATP’s trusted partner, explain the many other reasons becoming an EA would be beneficial for your practice and yourself. You’ll also learn the steps to take to begin this journey, details about the EA exam and even a suggested study schedule.</p> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and a recording of the webinar.</p> 2021-06-15T05:00:00Z2022-12-31T06:00:00ZNone2021-06-15T05:00:00ZMBEODW2158Overview0N/A0N/A2021-06-15T05:00:00ZQAS Self Study0N/A00N/ANoneGleimN/A0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z0000yesnoyesyes<p></p>
On-Demand WebinarEA Exam Changes in 2021 On-Demand Webinar<h3>Summary</h3> <p>Earning your enrolled agent designation is a big task, but also one that will prove beneficial in your future career. Earning this designation allows you to discuss your clients’ information before the IRS, rather than simply relaying information. In this webinar, the experts at Gleim, NATP’s trusted partner, discuss this year’s EA exam content changes. Changes include the implications of the CARES Act and other newer legislation, as well as the newly updated exam content outlines. This webinar is the first step toward securing those additional rights and expanding your business offerings. </p> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and a recording of the webinar.</p> 2021-06-15T05:00:00Z2022-12-31T06:00:00ZNone2021-06-15T05:00:00ZMBEODW2157Overview0N/A0N/A2021-06-15T05:00:00ZQAS Self Study0N/A00N/ANoneGleimN/A0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z0000yesnoyesyes<p></p>
On-Demand WebinarBest Practices for Using the New IRS Online Services On-Demand Webinar<h3>Summary</h3> <p>The past year has seen the IRS roll out several important releases affecting how tax professionals obtain transcripts for their client. <ul> <li>New e-services API with increased download speeds, up to 25,000 transcripts per hour</li> <li>Secure Access Portal allowing online upload of Form 2848, <i>Power of Attorney, and Form 8821, Tax Information Authorization</i></li> <li>Online Tax Pro Account with instant power of attorney</li> </ul> <p>Roger Nemeth, the creator of Tax Help Software, will walk you through this rapidly evolving area, explore the advantages and pitfalls in the new IRS systems, as well as previewing where the system is headed. Roger revolutionized the industry by creating the first IRS transcript software and has been involved in directly integrating software with the IRS systems for over a decade. </p> <p>In addition to reviewing the IRS modernization efforts, Roger will demonstrate how to use Tax Help Software to optimize your tax practice, including: </p> <li>Identifying audits and CP 2000s months, or even a year, in advance of the audit <li>Selling IRS account monitoring products to enhance your client’s experience</li> <li>Identifying missed refund opportunities and other revenue generating opportunities</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, recording of the webinar broadcast and attendee top questions.</p> 2021-07-22T05:00:00Z2022-12-31T06:00:00ZNone2021-07-22T05:00:00ZBPEODW2163Overview0N/A0N/A2021-07-22T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available0N/A00N/ANoneRoger Nemeth, EAN/A0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021September2022-12-31T06:00:00Z50 minutesAvailable September 2021Available September 2021yesnonoyes<p></p>

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