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 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
On-Demand WebinarMeeting 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>2021-04-19T05:00:00Z2022-12-30T06:00:00ZNone2021-04-19T05:00:00ZMBEODW2153Basic2Ethics0N/A2021-04-19T05:00:00ZQAS Self Study2Ethics22Regulatory EthicsNoneRandy Lawshé, EAEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021December2022-12-31T06:00:00Z100 minutes08400noyesyesyes
On-Demand WebinarEthics 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>2021-04-22T05:00:00Z2022-12-30T06:00:00ZNone2021-04-22T05:00:00ZMBEODW2119Basic2Ethics0N/A2021-04-22T05:00:00ZQAS Self Study2Ethics22Regulatory EthicsNoneSheri Fronsee, CPAEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021July2022-12-31T06:00:00Z100 minutes08400noyesyesyes
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 minutes0000yesnoyesyes
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>
Live WebinarDiversifying 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>2022-04-11T05:00:00Z2022-06-09T05:00:00ZNone2022-04-11T05:00:00Z2022-04-11T05:00:00ZBPEW2221-1Basic002022-06-09T05:00:00Z2022-06-29T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: $0000NoneJosh Lance, CPA0 CPE for AFSP, EA, CPA, CRTPlive webinar2022June2022-06-09T05:00:00Z2023-12-31T06:00:00Z50 minutesThursday, June 9, 11:00 a.m. - 12:00 p.m. CTThursday, June 9, 11:00 a.m. - 12:00 p.m. CTThursday, June 9, 11:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesyes<p></p>
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 minutesAvailable June 2022Available June 2022yesnoyesyes<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 webinar2022July2023-12-31T06:00:00Z08800Available July 2022Available July 2022yesyesyesyes

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