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 WebinarCybersecurity - 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>2022-01-14T06:00:00Z2023-12-31T06:00:00ZNone2022-01-14T06:00:00ZBPEODW2207Intermediate2Federal Tax Law Topic0N/A2022-01-14T06:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available2Federal Tax Law Topic22TaxesBasic experience with technology and related terminology Brad Messner, MBA, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022January2023-12-31T06:00:00Z100 minutesyesnoyesyes
On-Demand WebinarDiversifying 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> 2022-04-11T05:00:00Z2023-12-31T06:00:00ZNone2022-04-11T05:00:00ZBPEODW2221Basic002022-04-11T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $0000NoneJosh Lance, CPA0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022June2022-12-31T06:00:00Z50 minutesyesnoyesyes<p></p>
On-Demand WebinarEthics 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> 2022-04-01T05:00:00Z2023-12-30T06:00:00ZNone2022-04-01T05:00:00ZMBEODW2219Basic2Ethics0N/A2022-04-01T05:00:00ZQAS Self Study2Ethics22Regulatory EthicsNoneEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022July2023-12-31T06:00:00Z08800yesyesyesyes
On-Demand WebinarPreparing 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> 2022-01-25T06:00:00Z2023-12-31T06:00:00ZNone2022-01-25T06:00:00ZMBEODW2208Basic1Federal Tax Law Topic0N/A2022-01-25T06:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $01Federal Tax Law Topic11TaxesNoneAmy Wall, MBA, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20222023-12-31T06:00:00Z50 minutesyesnoyesyes
Live WebinarCyber Liability and the Credit Card Industry Webinar<h3>Summary</h3> <p>If your firm accepts credit card payments or is thinking of doing so, don't miss this course. The payment card industry has high standards when it comes to collecting and storing clients' payment information. Learn what you must do to ensure you are complying with the rules of the payment card industry, including PCI compliance and protecting yourself from potential data breaches.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify common security threats to firms</li> <li>Recognize key methods to secure your networks, internal systems and data</li> <li>Understand what security standards to look for in third-party vendors</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 and access to the webinar recording.</p>2023-03-15T05:00:00Z2023-06-28T05:00:00ZNone2023-03-15T05:00:00Z2023-03-15T05:00:00ZBPEW2328Basic002023-06-28T05:00:00Z2023-07-14T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: N/A000NoneEmiley Parker0 CPE for AFSP, EA, CPA, CRTPlive webinar2023June2023-06-28T05:00:00Z2024-12-31T06:00:00Z50 minutesWednesday, June 28, 1:00 p.m. - 2:00 p.m. CTWednesday, June 28, 1:00 p.m. - 2:00 p.m. CTWednesday, June 28, 1:00 p.m. - 2:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesyes<p></p>
On-Demand WebinarWhy Client Experience Matters in Every Tax Firm On-Demand Webinar<h3>Summary</h3> <p>Did you know that tax preparers waste up to 40% of their time gathering client documents in order to do their work? This includes chasing clients for documents, searching in multiple places, and dealing with pictures sent in via text. Firms who are able to make it drop-dead easy for clients to work with them, and still maintain a secure environment, have an enduring advantage over firms who are still using the traditional methods of communicating with clients.</p><p> The profession continues to change, as do client expectations. It’s no longer just about delivering a quality product or service. It’s about delivering an overall experience to clients—one that makes them feel good, confident, and willing to come back time and time again. Heightened competition and the modernization of client needs have challenged accounting professionals to find new and innovative ways to stand out from the crowd.</p><p> Come and learn in this webinar by Liscio how making a simple change in how you ask clients to securely send documents to you can result in them responding in as little as six minutes. Your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive in 2022 and beyond. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the key factors involved in client response rates</li> <li>Evaluate how easy your firm is to work with, compared to other firms of similar size </li> <li>Discover an easy and affordable way to get clients to respond quickly to requests for documents, without sacrificing security</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, and a recording of the webinar broadcast.</p> 2022-06-30T05:00:00Z2023-12-30T06:00:00ZNone2022-06-30T05:00:00ZBPEODW2231Overview0N/A0N/A2022-06-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available0Federal Tax Law Topic00TaxesNoneAlison BallFederal Tax Law Topic0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022September2023-12-31T06:00:00Z50 minutesnonoyesyes<p></p>
On-Demand WebinarCyber Liability and the Credit Card Industry On-Demand Webinar<h3>Summary</h3> <p>If your firm accepts credit card payments or is thinking of doing so, don't miss this course. The payment card industry has high standards when it comes to collecting and storing clients' payment information. Learn what you must do to ensure you are complying with the rules of the payment card industry, including PCI compliance and protecting yourself from potential data breaches.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify common security threats to firms</li> <li>Recognize key methods to secure your networks, internal systems and data</li> <li>Understand what security standards to look for in third-party vendors</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and recording of the webinar broadcast.</p> 2023-03-15T05:00:00Z2024-12-31T06:00:00ZNone2023-03-15T05:00:00ZBPEODW2328Basic002023-03-15T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: N/A000NoneEmiley Parker0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2023July2024-12-31T06:00:00Z50 minutesAvailable July 2023Available July 2023yesnoyesyes<p></p>
On-Demand WebinarTop 5 Trends for the Next 5 Years On-Demand Webinar<h3>Summary</h3> <p>The past two years have delivered pandemic driven changes impacting our tax profession beyond our wildest imagination. What will the next five years bring? During this session we’ll address the rapidly evolving nature of our industry and look at five trends all practitioners should be mindful of.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The office of tomorrow and the future of remote work</li> <li>The Big Boom: a growing marketplace for trust compliance and expertise</li> <li>The fight to keep up with technology, artificial intelligence evolving value propositions</li> <li>The New Kids in Town: working with Gen Z & Gen Alpha</li> <li>SALT assault: how state deficits are driving a change in approach</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides and a recording of the webinar broadcast.</p> 2023-01-25T06:00:00Z2024-12-31T06:00:00ZNone2023-01-25T06:00:00ZBPEODW2313Basic002023-01-25T06:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: N/A000NoneFrank Castillo0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2023February2024-12-31T06:00:00Znonoyesyes<p></p>

 
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