On-Demand Webinar | Preparing the New Form 7203 for S Corporation Shareholders On-Demand Webinar | <h3>Summary</h3>
<p>The IRS just released a brand-new form, Form 7203, <i>S Corporation Shareholder Stock and Debt Basis Limitations</i>. This form must be filed with an S corporation shareholder’s 1040 if that shareholder claims a deduction for their share of an S corporation loss, received a loan repayment from an S corporation, disposed of stock in an S corporation or received a non-dividend distribution from the S corporation. In this webinar, we’ll go through the form, line by line, and advise you as to where to get the necessary information to fill it out correctly.</p><iframe src="https://fast.wistia.net/embed/iframe/t32ovabfmw" title="Webinar preview: Preparing Form 7203 Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" 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>Determine when Form 7203 is required </li>
<li>Prepare Form 7203</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>
| 2022-01-25T06:00:00Z | 2023-12-31T06:00:00Z | None | 2022-01-25T06:00:00Z | | | | | | | MBEODW2208 | Basic | 1 | Federal Tax Law Topic | 0 | N/A | 2022-01-25T06:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $0 | | | | | | | | 1 | Federal Tax Law Topic | 1 | 1 | Taxes | None | Amy Wall, MBA, EA | Federal Tax Law Topic | 1 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2022 | | 2023-12-31T06:00:00Z | | | 50 minutes | | | | | | | | | | | | | | | | yes | no | yes | yes | | | | |
On-Demand Webinar | Meeting Due Diligence Requirements On-Demand Webinar | <h3>Summary</h3>
<p>Each year, the IRS has contacted tax preparers who submitted returns claiming tax benefits with a high likelihood of errors or who fail to include Form 8867, <i>Paid Preparer’s Due Diligence Checklist</i>. Penalties can be assessed against the preparer per failure, per return. In this course, we’ll cover the four due diligence requirements and how they apply to the earned income credit, child tax credit/additional child tax credit/other dependent credit, American opportunity tax credit and head of household filing status. Additionally, we will discuss the penalties for noncompliance.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify tax returns with due diligence requirements</li>
<li>Apply the four requirements of due diligence</li>
<li>Identify situations requiring additional information to meet due diligence requirements</li>
<li>Prepare Form 8867</li>
<li>Calculate penalties for failure to complete due diligence requirements</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> | 2021-04-19T05:00:00Z | 2022-12-30T06:00:00Z | None | 2021-04-19T05:00:00Z | | | | | | | MBEODW2153 | Basic | 2 | Ethics | 0 | N/A | 2021-04-19T05:00:00Z | | | QAS Self Study | | | | | | | | | 2 | Ethics | 2 | 2 | Regulatory Ethics | None | Randy Lawshé, EA | Ethics | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2021 | December | 2022-12-31T06:00:00Z | | | 100 minutes | | 0 | 84 | 0 | 0 | | | | | | | | | | | no | yes | yes | yes | | | | |
On-Demand Webinar | Ethics for Tax Professionals 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. </p>
<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 key due diligence requirements</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, and recording of the webinar broadcast with review questions. CPE is issued after exam is successfully completed.</p> | 2021-04-22T05:00:00Z | 2022-12-30T06:00:00Z | None | 2021-04-22T05:00:00Z | | | | | | | MBEODW2119 | Basic | 2 | Ethics | 0 | N/A | 2021-04-22T05:00:00Z | | | QAS Self Study | | | | | | | | | 2 | Ethics | 2 | 2 | Regulatory Ethics | None | Sheri Fronsee, CPA | Ethics | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2021 | July | 2022-12-31T06:00:00Z | | | 100 minutes | | 0 | 84 | 0 | 0 | | | | | | | | | | | no | yes | yes | yes | | | | |
On-Demand Webinar | Casualty Loss Deduction for Federally Declared Disaster Areas On-Demand Webinar | <h3>Summary</h3>
<p>Although the <i>Tax Cut and Jobs Act of 2017</i> eliminated personal casualty loss deductions for the years 2018-2025, business casualty losses and personal losses within federally declared disaster areas are deductible. With recent wildfires, hurricanes and other natural disasters, taxpayers may deduct those losses if they have not been reimbursed by insurance or otherwise. This webinar will walk through the steps of reporting the loss on Form 4684, <i>Casualties and Thefts</i>.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Determine whether or not a casualty loss is allowed</li>
<li>Distinguish the year a casualty loss may be claimed</li>
<li>Analyze casualty loss limitations</li>
<li>Complete Form 4684, <i>Casualties and Thefts</i></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>
| 2021-08-24T05:00:00Z | 2022-12-30T06:00:00Z | None | 2021-08-24T05:00:00Z | | | | | | | MBEODW2173 | Intermediate | 2 | Federal Tax Law Topic | 0 | N/A | 2021-08-24T05:00:00Z | | | QAS Self Study | | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | General knowledge of federal income taxation | Kathryn Morgan, EA | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2021 | October | 2022-12-31T06:00:00Z | | | 100 minutes | | 0 | 0 | 0 | 0 | | | | | | | | | | | yes | no | yes | yes | | | | |
On-Demand Webinar | NATP Fee Study Analysis & How to Increase Your Fees On-Demand Webinar | <h3>Summary</h3>
<p>The 2021 NATP Fee Study revealed that many firms may be undercharging their clients for the complexity of their work. This happens frequently when tax firms give away strategic advice and consultations for free, even though they could be following a more profitable billing structure. Join our partners at SmartPath who will discuss the results of the NATP Fee Study then provide an easy to implement process to increase your client fees above the national average ($213/$519) in 30 days or less.</p><iframe src="https://fast.wistia.net/embed/iframe/lpfjeub3vl" title="Webinar preview: NATP Fee Study Analysis & How to Increase Your Fees 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>Confidently position your fee increase with your first five clients in 30 days </li>
<li>Have a stress-free client meeting formula that allows you to bump client fees without any hard selling </li>
<li>Understand the two-part filtering method that gets clients to raise their hand for a fee increase </li>
<li>Implement the three-step process that creates a year-round revenue increase from clients who are ‘secretly’ already looking for help</li>
</ul>
<h3>Course Details</h3>
<p>This webinar includes the presentation slides and access to the webinar recording. Also receive three copy-paste templates that make it work even if you’re already busy.</p>
| 2021-07-27T05:00:00Z | 2022-12-30T06:00:00Z | None | 2021-07-27T05:00:00Z | | | | | | | BPEODW2166 | Overview | 0 | N/A | 0 | N/A | 2021-07-27T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available | | | | | | | | 0 | N/A | 0 | 0 | N/A | None | William Hamilton | N/A | 0 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2021 | October | 2022-12-31T06:00:00Z | | | 90 minutes | | | | | | | | | | | | | | | | yes | no | no | yes | | | <p></p> | |
Live Webinar | Diversifying Your Services for Year-Round Revenue Webinar | <h3>Summary</h3>
<p>For many accounting and bookkeeping professionals, the year revolves around tax season. As a result, most revenue opportunities are concentrated in tax preparation services. Join this informative webinar to learn how practitioners — including the presenter, Josh Lance — have expanded their business models to focus more on recurring revenue and less on tax season revenue. In addition to service line diversification, you'll hear about the importance of how engagement letters are created and delivered, the methods of receiving payment, and where to get support in setting up or improving your own process.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify new services to provide to tax clients</li>
<li>Identify ways to structure your firm to be less reliant on tax season revenue</li>
<li>Recognize how to leverage sales and marketing efforts to obtain new revenue sources</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> | 2022-04-11T05:00:00Z | 2022-06-09T05:00:00Z | None | 2022-04-11T05:00:00Z | | 2022-04-11T05:00:00Z | | | | | BPEW2221-1 | Basic | 0 | | 0 | | 2022-06-09T05:00:00Z | | 2022-06-29T05:00:00Z | Group Internet Based | Premium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $0 | | | | | | | | 0 | | 0 | 0 | | None | Josh Lance, CPA | | 0 CPE for AFSP, EA, CPA, CRTP | | | live webinar | 2022 | June | 2022-06-09T05:00:00Z | | 2023-12-31T06:00:00Z | 50 minutes | | | | | | Thursday, June 9, 11:00 a.m. - 12:00 p.m. CT | Thursday, June 9, 11:00 a.m. - 12:00 p.m. CT | Thursday, June 9, 11:00 a.m. - 12:00 p.m. CT | | | | Pre-order on-demand webinar | Pre-order on-demand webinar | Pre-order on-demand webinar | | yes | no | yes | yes | | | <p></p> | |
On-Demand Webinar | Cybersecurity - Ensuring Security Compliance with the Virtual Firm | <h3>Summary</h3>
<p>This course was recorded at the 2021 TaxCon, NATP's virtual event, and was highly recommended by attendees.</p>
<p>This last year brought changes to our industry we never expected, including an unexpected and urgent migration to working virtually. This quick migration may have opened up a lot of firms to potential threats and noncompliance of <i>Gramm-Leach-Bliley Act</i>.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Analyze how the <i>Gramm-Leach-Bliley Act</i> applies to a virtual or remote work</li>
<li>Update and modify a security plan to account for virtual needs and risks </li>
<li>Identify both the hardware and software threats, and vocabulary related to virtual operations </li>
<li>Migrate to online or in-person operations with confidence that your data is not at risk </li>
<li>Speak confidently with a client about your firm's policies and procedures without compromising your confidential plan, but also building client faith </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> | 2022-01-14T06:00:00Z | 2023-12-31T06:00:00Z | None | 2022-01-14T06:00:00Z | | | | | | | BPEODW2207 | Intermediate | 2 | Federal Tax Law Topic | 0 | N/A | 2022-01-14T06:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available | | | | | | | | 2 | Federal Tax Law Topic | 2 | 2 | Taxes | Basic experience with technology and related terminology | Brad Messner, MBA, EA | Federal Tax Law Topic | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2022 | January | 2023-12-31T06:00:00Z | | | 100 minutes | | | | | | | | | | | | | | | | yes | no | yes | yes | | | | |
On-Demand Webinar | Diversifying Your Services for Year-Round Revenue On-Demand Webinar | <h3>Summary</h3>
<p>For many accounting and bookkeeping professionals, the year revolves around tax season. As a result, most revenue opportunities are concentrated in tax preparation services. Join this informative webinar to learn how practitioners — including the presenter, Josh Lance — have expanded their business models to focus more on recurring revenue and less on tax season revenue. In addition to service line diversification, you'll hear about the importance of how engagement letters are created and delivered, the methods of receiving payment, and where to get support in setting up or improving your own process.</p>
<h3>Objectives</h3>
<p>Upon completion of this course, you will be able to:
<ul>
<li>Identify new services to provide to tax clients</li>
<li>Identify ways to structure your firm to be less reliant on tax season revenue</li>
<li>Recognize how to leverage sales and marketing efforts to obtain new revenue sources</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>
| 2022-04-11T05:00:00Z | 2023-12-31T06:00:00Z | None | 2022-04-11T05:00:00Z | | | | | | | BPEODW2221 | Basic | 0 | | 0 | | 2022-04-11T05:00:00Z | | | QAS Self Study | Premium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $0 | | | | | | | | 0 | | 0 | 0 | | None | Josh Lance, CPA | | 0 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2022 | June | 2022-12-31T06:00:00Z | | | 50 minutes | | | | | | Available June 2022 | | Available June 2022 | | | | | | | | yes | no | yes | yes | | | <p></p> | |
On-Demand Webinar | Ethics and the Tax Professional 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.</p>
<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 key due diligence requirements</li>
<li>Identify tax preparer penalties</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>
| 2022-04-01T05:00:00Z | 2023-12-30T06:00:00Z | None | 2022-04-01T05:00:00Z | | | | | | | MBEODW2219 | Basic | 2 | Ethics | 0 | N/A | 2022-04-01T05:00:00Z | | | QAS Self Study | | | | | | | | | 2 | Ethics | 2 | 2 | Regulatory Ethics | None | | Ethics | 2 CPE for AFSP, EA, CPA, CRTP | | | on-demand webinar | 2022 | July | 2023-12-31T06:00:00Z | | | | | 0 | 88 | 0 | 0 | Available July 2022 | | Available July 2022 | | | | | | | | yes | yes | yes | yes | | | | |