Business Practice Education

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. These courses are available for all members to advance their practice.

Education List



On-Demand Webinar4 Pillars of Modern Firm Success On-Demand Webinar<h3>Summary</h3> <p>There are four distinct pillars around which firms need to function to achieve success and growth in the modern age of tax preparation. What used to deliver results like clockwork doesn’t even make a ripple in the pond today.</p> <p>Using data and proven results, our trusted partner SmartPath will discuss these pillars and how to build, structure and develop your tax firm for continued future success in today’s changing landscape.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The major stages of growth and development all firms go through, and how to simplify your current efforts to achieve the next stage of growth.</li> <li>Each of the 4 Modern Firm Pillars and how they affect what you should be focusing on.</li> <li>How to take the next step in your practice to unlock pent-up revenue potential that’s been hiding.</li> </ul> <h3>Course Details</h3> <p>This course includes:</p> <ul> <li>You’ll receive best-practice templates to utilize for continued, long-term success.</li> <li>This webinar is only available to NATP members and counts toward your member benefit of 8 hours of business practice education.</li> <li>Please note: By enrolling in this course, you are agreeing to share your information with our partner, SmartPath.</li> </ul>2019-05-01T04:00:00Z2019-12-31T05:00:00ZNone2019-05-01T04:00:00Z0N/ABPEODW1902Intermediate0N/A2019-06-06T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $00N/A00N/ANoneWilliam Hamilton and Chris BasomN/ANo CPEon-demand webinar20192020-12-31T05:00:00Z
On-Demand WebinarTax Reform Due Diligence Requirements On-Demand Webinar<h3>Summary</h3> <p>As a tax professional practicing in 2019, due diligence requirements are incredibly important to follow. We’re covering the four requirements and how they apply to the earned income tax credit, child tax credit/additional child tax credit/other dependent credit, American opportunity tax credit and Head of Household filing status. Failure to comply results in a preparer penalty of $520 per credit.</p> <iframe src="" title="Due Diligence Questions Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the requirements for due diligence.</li> <li>Perform due diligence for clients claiming the Earned Income Credit.</li> <li>Perform due diligence for clients claiming the Child Tax Credit/Additional Child Tax Credit/Other Dependent Credit.</li> <li>Perform due diligence for clients claiming the American Opportunity Credit.</li> <li>Perform due diligence for clients filing using the Head of Household filing status.</li> <li>Identify taxpayer and preparer penalties for failure to perform due diligence.</li> </ul> <h3>Course Details</h3> This course includes: <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-12-18T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00Z0N/ABPEODW1901Basic2Ethics2019-01-24T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneKathryn M. Keane, EA CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z

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