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 WebinarHow to Analyze & Optimize Your Fees OnDemand Webinar<h3>Summary</h3> <p>The simplest and easiest way to increase your revenue, is by optimizing the fees you charge clients. But how can you know exactly what fees to charge?</p> <p>Using the NATP Fee Study and with help from our trusted partner, SmartPath, better understand the current state of fees across the industry and what that data means in the context of your specific practice. This webinar will help you implement an intelligent pricing strategy that fits your goals and clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The current state of fees in this industry using the NATP Fee Study data, plus other key metrics from firms across the country.</li> <li>What critical insights and trends this fee data reveals (that can directly affect your firm).</li> <li>How to analyze your existing fees so you can see how you compare and if you need to take action.</li> <li>Step-by-step how to successfully adjust your current fee strategy for optimized revenue and increased profits.</li> </ul> <h3>Course Details</h3> <p>You’ll receive real-world examples and implementation templates to help you apply everything you learn right away. You’ll also receive the 2019 NATP Fee Study.</p> <p>This webinar is only available to NATP members and counts toward your member benefit of 8 hours of business practice education.</p> <p>Please note: By enrolling in this course, you are agreeing to share your information with our partner, SmartPath.</p>2019-08-02T05:00:00Z2019-12-31T05:00:00ZNone2019-08-02T05:00:00Z0N/ABPEODW1903Intermediate0Federal Tax Law Topic2019-09-12T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $00Federal Tax Law Topic00TaxesNoneWilliam Hamilton and Chris BasomFederal Tax Law Topic0 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T06:00:00Z
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 Keane, EA CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
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
WebinarCybersecurity, Data Protection and Scams Webinar<h3>Summary</h3> <p>This session was recorded at a recent NATP live event. We're pleased to share it with you during this webinar.</p> <p>This topic is very relevant in today’s tax practice. The way we share tax information today is very different than just 10 years ago. Everyone has a client who has gotten a call from the "IRS.” You may have gotten one yourself. Scammers are sending very realistic "IRS” letters to taxpayers. The threats are becoming more sophisticated daily. Think of the damage that can be done gathering multiple taxpayers’ data from one source, the tax professional. You may have already experienced a breach and not even be aware of it. Frightening? This webinar addresses scams, threats, prevention, data security requirements and steps to take in the aftermath of a breach. The smaller your firm is, the more imperative it is to attend.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize current tax scams.</li> <li>Be aware of IRS requirements for tax practice data security.</li> <li>Understand how to verify preparer/firm data.</li> <li>Become aware of possible threats to your firm.</li> <li>Assist clients who have been compromised.</li> <li>Format a response plan.</p> </ul> <h3>Course Details</h3> <p>This course includes presentation slides and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.</p>2019-09-13T05:00:00Z2019-12-30T06:00:00ZNone2019-09-13T05:00:00Z2019-09-13T05:00:00Z0N/ABPEWEB1907Basic2Federal Tax Law Topc2019-10-02T05:00:00Z2019-10-02T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EA Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-02T17:00:00Z2019-10-16T05:00:00Z

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