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 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 WebinarCasualty 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> 2021-08-24T05:00:00Z2022-12-30T06:00:00ZNone2021-08-24T05:00:00ZMBEODW2173Intermediate2Federal Tax Law Topic0N/A2021-08-24T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesGeneral knowledge of federal income taxationKathryn Morgan, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes0000Available October 2021Available October 2021yesnoyesyes
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 WebinarNATP 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 &amp; 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> 2021-07-27T05:00:00Z2022-12-30T06:00:00ZNone2021-07-27T05:00:00ZBPEODW2166Overview0N/A0N/A2021-07-27T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available0N/A00N/ANoneWilliam Hamilton N/A0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z90 minutesyesnonoyes<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 minutesyesnonoyes<p></p>

 
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