​​​​Ethics Webinar

We believe that all taxpayers should be supported by caring and well-educated tax professionals. Members pledge to follow the highest Standards of Professional Conduct and a Code of Ethics.

To help members uphold a superior standard of ethics and professional excellence, all members receive a yearly on-demand ethics webinar (2 CPE) to learn the latest due diligence requirements and follow Circular 230 standards.

The first course will be available in July.

 

 

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 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 WebinarEthics for Tax Preparers On-Demand Webinar<h3>Summary</h3> <p>Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. <p>This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <iframe src="https://fast.wistia.net/embed/iframe/775105pad3" title="Practice Before the IRS 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="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, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and webinar recording with review questions. CPE is issued after exam is successfully completed.</p>2019-06-18T04:00:00Z2019-12-31T05:00:00ZNone2019-06-18T04:00:00ZODW1945Basic2Ethics0N/A2019-06-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneLaura Strombom, EA, MBA, NTPI FellowEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019July2021-01-01T05:00:00Z100 Minutesyesyesyesno
self studySelf Study TestTEST Description2020-02-01T06:00:00Z2020-04-30T05:00:00Ztest advanced prep2020-02-01T06:00:00Z2020-02-01T06:00:00Z2020-02-01T06:00:00ZTestZZZTESTtest corse level44442020-02-01T06:00:00Z2020-02-01T06:00:00Z2020-02-01T06:00:00Ztest delivery method$5test addresstest citytest hotel nametest phone no.test statehttps://www.google.com/test zip44444test prerequisitetest presenter4TESTWIhttps://www.google.com/self study2020september2020-05-28T05:00:00Z2020-06-11T05:00:00Z2020-07-15T05:00:00Ztest duration5555Test button 1 labelTest button 1 label postTest button 1 label preTest button 2 labelTest button 2 label postTest button 2 label preTest button 3 labelTest button 3 label postTest button 3 label pretest course contentyesyesyesyes
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>2021-04-23T04:00:00Z2022-12-31T05:00:00ZNone2021-04-23T04:00:00ZODW1832Basic2Ethics0N/A2021-04-22T05:00:00ZQAS Self Study2Ethics22Regulatory EthicsNoneSheri Fronsee, CPAEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021July2023-01-01T05:00:00Z100 Minutes08400noyesyesno
Live WebinarReporting Foreign Accounts and Assets: FBAR vs. Form 8938 Webinar<h3>Summary</h3> <p>Do we really have to file both the FBAR and Form 8938?! This session distinguishes between foreign accounts and foreign assets, reviews reporting thresholds, outlines the harsh consequences for non-compliance, and provides a comparison of relief programs including OVDP and the Streamlined Disclosure Program. Learn what to do to ensure that your clients satisfy their foreign reporting obligations and what to do if they don’t. </p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Distinguish between foreign accounts and foreign assets</li> <li>Outline non-compliance consequences</li> <li>Assist clients with satisfying foreign reporting obligations</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>2020-04-07T05:00:00Z2020-09-10T05:00:00ZNone2020-04-06T05:00:00Z2020-04-07T05:00:00ZWEB2039Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 10:00 a.m. - 11:40 a.m. CTThursday, September 10, 10:00 a.m. - 11:40 a.m. CTThursday, September 10, 10:00 a.m. - 11:40 a.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarBeyond the Basics of FATCA: Foreign Retirement Account Reporting Webinar<h3>Summary</h3> <p>U.S. citizens living and working abroad face a myriad of onerous reporting requirements for foreign bank accounts and assets. The U.S. Treasury has engaged in much-publicized enforcement activity which, to the relief of the practitioner community, has compelled taxpayers to become compliant with their FinCEN 114 and Form 8938 filing obligations. But it may well be too soon to rest easy if our clients are invested in passive foreign investment companies (PFICs), such as foreign money market accounts [yikes!], mutual funds, hedge funds, insurance products and [oh my!] pension and retirement accounts as these generally do not enjoy the same tax benefits of their American counter-parts. This class will unveil the complexity of the mandated reporting regime for PFICs (Form 8621) and for those investments deemed to be foreign “trust” (Form 3520).</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Distinguish between foreign bank account, foreign asset and foreign retirement account reporting</li> <li>Understand that certain investment accounts held abroad may be deemed to be passive investment companies and/or trusts subject to additional disclosures</li> <li>Recognize that the income tax treatment of foreign retirement accounts differs significantly from the treatment of "qualified" accounts held in the U.S.</li> <li>Properly complete forms mandated under the FATCA reporting regime</li> <li>Appreciate the gravity and high cost of non-compliance</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>2020-04-07T05:00:00Z2020-09-10T05:00:00Z2020-04-06T05:00:00Z2020-04-07T05:00:00ZWEB2040Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 12:00 p.m. - 1:40 p.m. CTThursday, September 10, 12:00 p.m. - 1:40 p.m. CTThursday, September 10, 12:00 p.m. - 1:40 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarLeaving It All Behind: The Expatriation Tax Webinar<h3>Summary</h3> <p>Some U.S. taxpayers are leaving the U.S. to live abroad for a number of reasons and start a new life elsewhere. When they leave, they may be subject to the expatriation tax, which applies to U.S. citizens who renounced their citizenship and are no longer U.S. residents for federal tax purposes. There are different rules to apply, depending on the date of expatriation. This course will help practitioners determine who is subject to the exit tax, how it is computed, and when it must be reported. This course will help practitioners determine who is subject to the exit tax, how it is computed, and when it must be reported.</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine who is subject to the exit tax</li> <li>Compute and report the tax</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>2020-04-06T05:00:00Z2020-09-10T05:00:00Z2020-04-06T05:00:00Z2020-04-06T05:00:00ZWEB2041Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-06T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $32 | Basic: $40 | Nonmember: $422Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 2:00 p.m. - 3:40 p.m. CTThursday, September 10, 2:00 p.m. - 3:40 p.m. CTThursday, September 10, 2:00 p.m. - 3:40 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
Live WebinarU.S. Tax Issues for Immigrants & Aliens Webinar<h3>Summary</h3> <p>When individuals arrive in the U.S. and begin to look for work, they are confronted by an abundance of unique tax issues. This course will provide the practitioner with the tools necessary to serve an expanding clientele. Topics will include the determination of residency for federal tax purposes, elections to be treated as resident aliens, dual-status issues, tax treatment of income and expenses for non-resident aliens, tax credits, administrative issues and departure filing requirements.</p> <p>This course is included in our Foreign Tax Day event. Receive a discount when you purchase the <a href="https://www.natptax.com/EventsAndEducation/eEducation/packages/Pages/Foreign-Tax-Day.aspx">session bundle</a>.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine residency under the green card and substantial presence tests</li> <li>Recognize and correctly report effectively connected income </li> <li>Determine a nonresident alien's U.S. filing requirements </li> <li>Make appropriate entries on Form 1040-NR </li> <li>Address issues specific to the NRA, including community property reporting, estate and gift tax rules, and state non-conformity</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>2020-04-06T05:00:00Z2020-09-10T05:00:00Z2020-04-06T05:00:00Z2020-04-07T05:00:00ZWEB2042Intermediate2Federal Tax Law Topic 0N/A2020-09-10T05:00:00Z2020-04-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic 22TaxesKnowledge or experience with individual taxationMonica Haven, EA, JDFederal Tax Law Topic live webinar2020September2020-09-10T05:00:00Z2020-09-10T05:00:00ZThursday, September 10, 4:00 p.m. - 5:40 p.m. CTThursday, September 10, 4:00 p.m. - 5:40 p.m. CTThursday, September 10, 4:00 p.m. - 5:40 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinarnoyesyesno
On-Demand WebinarPerforming Effective Client Interviews On-Demand Webinar<h3>Summary</h3> <p>Your clients’ financial decisions throughout the year can affect your job as their trusted tax professional, even if you only sit down with them once a year. In this practical webinar, you’ll learn client interview tips to draw out all the needed information and see how the puzzle pieces fit together. This will help you complete a full assessment of your client and how much time to allot for preparation of their return.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify potential information that could be incomplete, inconsistent or incorrect</li> <li>Illustrate how a skilled tax professional extracts information using an effective client questionnaire, frequently referred to a client organizer</li> <li>Identify potential pitfalls and when to modify the current client organizer</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> 2022-07-19T05:00:00Z2022-12-30T06:00:00ZNone2022-07-19T05:00:00ZODW2237Basic2Federal Tax Law Topic0N/A2022-07-19T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP(R)Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022December2023-12-31T06:00:00Z100 minutes8488066yesyesyesno
n-Demand WebinarPreparing Year-End Tax Forms On-Demand Webinar<h3>Summary</h3> <p>January in a tax office is all about filing the year-end information forms. This webinar discusses the information forms your clients may need to file, such as the W-2,<i>Wage and Tax Statement</i>, 1099-MISC, <i>Miscellaneous Income</i>, 1099-NEC, <i>Nonemployee Compensation</i>, 941, <i>Employer’s Quarterly Federal Tax Return</i>, Form 940, <i>Employer’s Annual Federal Unemployment (FUTA) Tax Return</i>, and other information forms or returns. The webinar reviews the deadlines required to provide these forms to taxpayers, the IRS and the Social Security Administration, and the proper submission method. Also, learn how to file corrected forms and calculate the penalties for late or unfiled information returns.</p><iframe src="https://fast.wistia.net/embed/iframe/i5aioltr74" title="PreparingYearEndTaxForms_WebinarPreview_P2 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>Identify information reporting forms and their required filing date</li> <li>Prepare Form 1099-MISC and Form 1099-NEC</li> <li>Identify when the forms must be electronically filed instead of paper filed</li> <li>Calculate the failure to file or pay penalties for information reporting form</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> 2022-07-19T05:00:00Z2023-12-30T06:00:00ZNone2022-07-19T05:00:00ZODW2238Basic2Federal Tax Law Topic0N/A2022-07-19T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneMisty EricksonFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022January2023-12-31T06:00:00Z100 minutes8488066yesyesyesno
On-Demand WebinarDue Diligence and the Tax Office On-Demand Webinar<h3>Summary</h3> <p>As a tax preparer you must meet your due diligence requirements when claiming certain credits and head of household (HOH) filing status. Each year, the IRS contacts tax preparers to ensure they are meeting their due diligence requirements. 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 (EIC), child tax credit/additional child tax credit/other dependent credit (CTC/ACTC/ODC), American opportunity tax credit (AOTC) and HOH 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, <i>Paid Preparer’s Due Diligence Checklist</i></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, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p> 2022-08-31T05:00:00Z2023-12-31T06:00:00ZNone2022-08-31T05:00:00ZMBEODW2245Overview2Ethics0N/A2022-08-31T05:00:00ZQAS Self Study2Ethics22EthicsNoneMisty Erickson, MBAEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022December2023-12-31T06:00:00Z100 minutes08800yesyesyesno

 
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