​​​​Tax Webinar of Choice

Professional members receive one live or on-demand 1 or 2 CPE webinar per membership year when using code FREECPE at check-out.

Premium members receive the Premium Online Education Pass, which includes access to all of these listed webinars.

Education list

 

 

On Demand WebinarDeveloping a Tax Plan for Your Clients On-Demand Webinar<h3>Summary</h3> <p>Each year tax professionals meet with clients to develop a better understanding of their needs, reasons for the decisions made or not made, and to offer advice. Depending on the client, the meeting may take place during the year, at year end or during tax season. This course focuses on the client interview and how you can add value and deepen the relationship with tax planning.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities to reduce a client’s taxable income.</li> <li>Use the taxpayer’s Form W-2 and tax return as a tax planning tool.</li> <li>Identify life-changing events that may impact tax liability.</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>2020-11-19T06:00:00Z2021-12-30T06:00:00ZNone2020-11-19T06:00:00ZODW2104Basic2Federal Tax Law Topic0N/A2020-11-19T06:00:00ZQAS Self StudyPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesNoneFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20212022-12-31T06:00:00Z100 minutesyesnoyesno
On-Demand WebinarFiling Extensions and Calculating Estimated Tax Payments On-Demand Webinar<h3>Summary</h3> <p>No matter how many times documents are requested from clients, you don’t always get what you need to complete the return by Tax Day. Often, extensions are inevitable. In this webinar, we’ll review how to properly prepare a valid extension. Along with the extension, taxpayers may have to make quarterly estimated tax payments. There are several methods available to calculate estimated payments before the tax return is final. We’ll discuss using proformas to determine estimated payments, how the safe harbor rule is applied and, in the worst-case scenario, how penalty abatement works.</p><iframe src="https://fast.wistia.net/embed/iframe/pxjq59cn20" title="Webinar preview: Filing Extensions and Calculating Estimated Tax Payments 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>Prepare Form 4868, <i>Application for Automatic Extension of Time to File U.S. Individual Income Tax Return</i></li> <li>Determine the tax liability reported on Form 4868</li> <li>Calculate the taxpayer’s quarterly estimated tax payments</li> <li>Summarize the safe harbor rules</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> 2022-02-09T06:00:00Z2023-12-31T06:00:00ZNone2022-02-09T06:00:00ZODW2211Overview1Federal Tax Law Topic0N/A2022-02-09T06:00:00ZQAS Self Study1Federal Tax Law Topic11TaxesNoneBrad Messner, MBA, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022March2023-12-31T06:00:00Z50 minutes4244033yesnoyesno
On-Demand WebinarUnderstanding the Rules of the Qualified Business Income Deduction On-Demand Webinar<h3>Summary</h3> <p>Many owners of sole proprietorships, partnerships, S corporations and some trusts and estates may be eligible for a qualified business income deduction (QBID). This webinar examines the final §199A regulations and IRS guidance on calculating wages for calculating the QBID. Then we’ll examine the requirements a rental real estate must meet to qualify for treatment as a trade or business under the safe harbor to take the QBID. </p><iframe src="https://fast.wistia.net/embed/iframe/qxwbqxsd5o" title="Webinar preview: Understanding the Rules of the Qualified Business Income Deduction 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 rules regarding the QBID</li> <li>Calculate the QBID</li> <li>Summarize final regulations regarding the QBID</li> <li>Identify the safe harbor procedures for rental activities</li> <li>Determine wages for purposes of the QBID</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2131Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxKathryn Morgan, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021September2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTaxation of U.S. Expatriates On-Demand Webinar<h3>Summary</h3> <p>Individual U.S. taxpayers who do not live in the U.S. receive valuable benefits including the ability to exclude certain earned income from U.S. taxation, credits for taxes paid to foreign governments and a longer time to file and pay taxes. Owning assets and investments outside the U.S. carries additional reporting requirements with significant penalties for failing to properly comply with these requirements. This webinar will introduce the special exclusions, credits and filing requirements applicable to individual taxpayers living outside the U.S. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify special definitions relating to U.S. expatriates</li> <li>Identify when to use the foreign earned income exclusion and foreign tax credit</li> <li>Determine other U.S. expatriate considerations</li> <li>Examine controlled foreign corporations (CFC) taxation, global intangible low-taxed income (GILTI) and §962 elections</li> <li>Identify U.S. expatriate reporting 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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2132Intermediate1Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study1Federal Tax Law Topic11TaxesBasic understanding of federal taxation conceptsKatrina Haynes, CPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z50 minutes4042032yesnoyesno
On-Demand WebinarIncome Sourcing and Tax Treaties On-Demand Webinar<h3>Summary</h3> <p>A foreign person is subject to U.S. tax only on the income from sources within the U.S., with minor exceptions. Because of this, determining the source of income is necessary so amounts reported by a taxpayer are not automatically includible in the calculation of U.S. taxable income. In this webinar, learn about the income sourcing rules to compute taxes for nonresident aliens, U.S. citizens abroad and for other purposes. We will examine tax treaties and how to integrate treaties into your tax return preparations to claim treaty benefits so clients incur no more tax liability than required. Let us help you learn a new language, the language of tax treaties!</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Explain the purpose of the Internal Revenue Code's income sourcing rules</li> <li>Identify and apply time-based and geographically based income sourcing rules</li> <li>Describe the purpose of income tax treaties and identify situations to which they are applicable</li> <li>Identify common provisions among income tax treaties</li> <li>Claim tax treaty benefits using Form W-8BEN and Form 8833</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2133Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic understanding of federal taxation conceptsPatrick McCormick, JD, LLMFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarInternational Students, Dual Status, Nonresident and ITINs On-Demand Webinar<h3>Summary</h3> <p> A taxpayer is considered to be dual status when they have been both a U.S. resident and a nonresident in the same tax year. Dual status does not refer to citizenship, but to resident status for tax purposes. By the end of this session, you will be able to conquer international student tax and dual-status tax issues; how to identify the filing requirements for a nonresident alien; and how to apply or renew an ITIN as a result of the recent legislation.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Interpret U.S. visas and tax treaty positions for international student filing requirements (including examples)</li> <li>Determine nonresident alien and dual-status tax return filing status and transition to resident alien filing status </li> <li>Classify and correctly report U.S. source income and foreign source income</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2134Basic1Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study1Federal Tax Law Topic11TaxesNoneDavid JarmuszFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z50 minutes4042032yesnoyesno
On-Demand WebinarForeign Retirement Reporting On-Demand Webinar<h3>Summary</h3> <p>Foreign retirement accounts add to the complexity of tax reporting for U.S. citizens living and working abroad. This course will explain the mandated reporting for passive foreign investment companies (PFICs) such as foreign money market accounts, mutual funds, pension and retirement accounts, as well as investments deemed to be foreign trusts. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify when a taxpayer's foreign investment may be deemed a PFIC or foreign trust</li> <li>Summarize the complex reporting requirements for foreign pension and retirement accounts</li> <li>Describe FATCA reporting for U.S. taxpayers holding a foreign investment deemed to be a trust</li> <li>Outline what is needed to prepare Form 8621, <i>Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund</i>, and Form 3520, <i>Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts</i></li> <li>Evaluate how to help clients remain compliant with U.S. reporting requirements of foreign retirement accounts as they differ from treatment of “qualified” accounts held in U.S.</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2135Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic understanding of federal taxation conceptsPatrick McCormick, JD, LLMFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarForeign Earned Income Exclusion vs. Foreign Tax Credit for Individuals On-Demand Webinar<h3>Summary</h3> <p>Expats who live and work abroad can be subject to double taxation – so knowing how your clients can benefit from the foreign earned income exclusion and the foreign tax credit is necessary. In this webinar, you’ll learn about the qualifications for the foreign earned income exclusion and how it applies when preparing U.S. income tax returns. We’ll walk through comprehensive examples of tax treaties with the foreign earned income exclusion. Then we’ll analyze the tax benefit differences between the U.S. foreign tax credit and the foreign tax deduction.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Compare qualifications of the bona fide resident and physical presence tests</li> <li>Explain the interaction of tax treaties with the foreign earned income exclusion </li> <li>Calculate the foreign housing exclusion</li> <li>Analyze the tax benefit differences between the foreign tax credit and the foreign tax deduction</li> <li>Identify U.S. source income versus foreign source income</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2136Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic understanding of federal taxation conceptsAmy Wall, MBA, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarIntroduction to Foreign Trusts On-Demand Webinar<h3>Summary</h3> <p>Foreign trust are different from domestic trusts. In this webinar, we will look at the classifications of foreign trusts and explain the purpose of filing Forms 3520, Annual <i>Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts</i>, and 3520-A, <i>Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts</i>. Then we’ll compare how the U.S. taxation differs for domestic vs. foreign trusts, and discussing the contributions, distributions and loans from foreign trusts, along with the U.S. tax treatment of foreign gifts.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the classification of foreign trusts</li> <li>Explain the purpose for filing Forms 3520 and 3520-A</li> <li>Explain the U.S. tax treatment of foreign gifts</li> <li>Identify contributions, distributions and loans from foreign trusts</li> <li>Compare how U.S. taxation of a foreign trust differs from the U.S. taxation of a domestic trust</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2137Advanced2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of fiduciary income taxKatrina Haynes, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarForeign Corporate Tax Issues for Individuals On-Demand Webinar<h3>Summary</h3> <p>A controlled foreign corporation (CFC) is a corporate entity that is registered and conducts business in a different country than the residency of the controlling owners. This webinar will examine foreign corporations, controlled foreign corporations and passive foreign investment companies that have U.S. shareholders. We will discuss the forms required and look at the <i>Tax Cuts and Jobs Act</i> transition tax. By the end of this webinar you will be better prepared to tackle these complex foreign tax issues.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Differentiate between the U.S. tax implications of ownership in foreign corporations, controlled foreign corporations (CFC) and passive foreign investment companies (PFIC)</li> <li>Identify a CFC and the reporting requirements including Form 5471, <i>Information Return of U.S. Persons With Respect To Certain Foreign Corporations</i></li> <li>Examine the <i>Tax Cuts and Jobs Act</i> transition tax</li> <li>Identify a PFIC and the reporting requirements including Form 8621, <i>Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund</i></li> <li>Examine the common pitfalls of PFIC ownership</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2138Advanced2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of corporate income tax Katrina Haynes, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarIdentifying and Helping Injured or Innocent Spouses On-Demand Webinar<h3>Summary</h3> <p>As more divorces and second marriages take place, you'll probably see an increase in clients needing help with a tax debt or liability for their former or new spouse’s tax issues. One of the issues you may face is determining whether a client is an injured or innocent spouse. This webinar will help you determine that, and more, as we walk through the types of relief available and the steps of preparing Form 8379, <i>Injured Spouse Allocation</i>, and Form 8857, <i>Request for Innocent Spouse Relief</i>.</p><h3>Webinar preview</h3> <iframe src="https://fast.wistia.net/embed/iframe/kx78tieyjk" title="Webinar preview: Identifying and Helping Injured and Innocent Spouses 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>Identify an injured and innocent spouse</li> <li>Distinguish between innocent spouse relief, equitable relief, and separation of liability relief</li> <li>Identify when the taxpayer should file Form 8379 or Form 8857</li> <li>Prepare a simple Forms 8379 and 8857</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>2021-04-08T05:00:00Z2022-12-31T06:00:00ZNone2021-04-08T05:00:00ZODW2117Intermediate2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxAmy Wall, MBA, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarIntroduction to Foreign Partnerships On-Demand Webinar<h3>Summary</h3> <p>A foreign partnership is a partnership created outside the U.S. If a U.S. person has an interest in a foreign partnership, they may have to file Form 8865, <i>Return of U.S. Persons With Respect to Certain Foreign Partnerships</i>. This webinar will discuss the definition of a foreign partnership, the impacts for a U.S. taxpayer when they are a partner in a foreign partnership and the filing requirements for the U.S. return. Using examples, we’ll complete parts of Form 8865. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Define foreign partnerships</li> <li>Identify the filing requirements for the foreign partnership including Form 8865</li> <li>Examine the reporting requirements for U.S. partners of foreign partnerships</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2139Advanced2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of partnership income taxKatrina Haynes, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Issues of Jointly Held Property On-Demand Webinar<h3>Summary</h3> <p>Fewer taxpayers are getting married due to a variety of reasons, which has an effect on certain tax issues such as property ownership. Different rules apply when non-spouses jointly own property, specifically when one of the owners passes away. This webinar discusses the different forms of joint ownership, when an entity occurs and how a step-up in basis works. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the different forms of joint ownership</li> <li>Determine when the joint ownership of property creates an entity</li> <li>Identify who reports the income and expenses from jointly owned property</li> <li>Determine how much of the jointly owned property receives a step-up in basis on the death of a joint owner </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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2140Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic understanding of federal tax lawKate Goad, JD, PMPFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Treatment of Self-Directed IRAs On-Demand Webinar<h3>Summary</h3> <p>The appeal of investing retirement funds outside of the typical securities market encourages the use of self-directed IRA (SDIRA) investment structures. An SDIRA can be structured as a self-employed plan (SEP), a savings incentive match plan for employees (SIMPLE), or a traditional or Roth IRA and offers the same tax benefits. However, the account frequently includes real estate, closely held business entities and private loans, which can result in taxed earnings – specifically if the SDIRA owns property that has been financed. In this webinar, you will learn the basics of SDIRAs as well as some of the common pitfalls and how to properly tax plan for your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the requirements for SDIRAs</li> <li>Identify assets that can be owned by an SDIRA</li> <li>Summarize the tax benefits of SDIRAs</li> <li>Outline common pitfalls of SDIRAs</li> <li>Summarize the pros and cons of a SDIRA owning a business or rental property</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2141Advanced2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income tax, specifically retirement accountsBetty Stehman, CPA, CIAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Consequences of Legal Settlements On-Demand Webinar<h3>Summary</h3> <p>If your client already received or expects to receive a legal settlement, don’t be caught off guard when they question the taxability of it. This webinar explains what types of awards and settlements are taxable, if legal fees are deductible and how to report settlements on your clients’ returns.</p><iframe src="https://fast.wistia.net/embed/iframe/63yp5gtnfg" title="Webinar preview: Tax Consequences of Legal Settlements 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>Identify different types of awards and settlements</li> <li>Assess the taxability of settlement proceeds</li> <li>Determine if legal fees are deductible</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2142Intermediate1Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study1Federal Tax Law Topic11TaxesKnowledge of federal income taxGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021October2022-12-31T06:00:00Z50 minutes4042032yesnoyesno
On-Demand WebinarCompleting Form 3115 - Changing Accounting Methods On-Demand Webinar<h3>Summary</h3> <p>The <i>Coronavirus Aid, Relief, and Economic Security (CARES) Act</i> retroactively designated qualified improvement property (QIP) as 15-year property, which also made it eligible for bonus depreciation. As a result, claiming missed depreciation can be considered an accounting method change and there is an opportunity to help your clients with the tax reporting. In this webinar, we will cover how to request accounting method changes, including changing from cash to accrual and back, changing inventory methods, and claiming missed depreciation using Form 3115, <i>Application for Change in Accounting Method</i>, and the automatic change procedures.</p><iframe src="https://fast.wistia.net/embed/iframe/sritvj0ody" title="Webinar preview: Completing Form 3115 - Changing Accounting Methods 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>Recognize a change in method of accounting versus an error</li> <li>Determine when Form 3115 must be filed or if an amended return can be filed</li> <li>Summarize the guidance in Rev. Proc. 2020-25 for changing QIP depreciation, making a late election out of bonus depreciation or revoking such an election</li> <li>Compute the §481(a) adjustment and report it in the appropriate year(s)</li> <li>Claim missed depreciation by completing Form 3115</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2143Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of business income taxAmy Wall, MBA, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021November2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarHelping Clients Plan for Retirement On-Demand Webinar<h3>Summary</h3> <p>As your clients plan for retirement, there’s tax planning guidance you can offer so they can receive all the tax benefits they qualify for. In this webinar, we will discuss various types of retirement plans, including the tax rules for contributions and distributions, and the special rules for coronavirus-related distributions. In certain circumstances, early distributions may result in penalties and we’ll discuss how to avoid them.</p><iframe src="https://fast.wistia.net/embed/iframe/qfrxc0x9x7" title="Webinar preview: Helping Clients Plan for Retirement 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>Compare different types of retirement plans available to taxpayers</li> <li>Calculate the contribution limit to retirement plans in various situations</li> <li>Determine the taxable amount, if any, of distributions from a retirement plan</li> <li>Summarize the unique rules for coronavirus-related distributions and complete Form 8915-E</li> <li>Identify exceptions to the penalty on early distributions including coronavirus-related distributions</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2144Basic2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021November2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Impacts of Selling a Business On-Demand Webinar<h3>Summary</h3> <p>When a small business decides to close, it is important for the tax preparer to be able to properly advise on how to end operations. In this webinar, we will discuss the tax implications of selling a business, including asset sales, stock sales and liquidating the business. Additionally, we will discuss the tax ramifications of selling a business using an installment sale.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the tax treatment of an asset sale and a stock sale</li> <li>Describe the process of liquidating a business</li> <li>Summarize the tax ramifications of using an installment sale to sell a business</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2145Advanced2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of business tax lawGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021November2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Planning for Those with Special Needs On-Demand Webinar<h3>Summary</h3> <p>Families with members who have special needs present unique situations during tax planning. In this webinar, we’ll discuss how a special needs individual is determined. You’ll learn about the various options available to your clients such as utilizing Achieving a Better Life Experience (ABLE) accounts and qualified disability trusts to provide for the future needs of special needs family members. We’ll also cover what happens to the ABLE account when the special needs individual passes away.</p><iframe src="https://fast.wistia.net/embed/iframe/liav9ob99a" title="Webinar preview: Tax Planning for Those With Special Needs 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>Identify who is eligible for an ABLE account and the reporting requirements</li> <li>Explain the taxability of legal settlements</li> <li>Summarize the requirements of a qualified disability trust and special needs trust</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2146Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxBecky Van Dort, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021December2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarResolving Common Issues and Errors on Forms 1099 On-Demand Webinar<h3>Summary</h3> <p>Clients receive incorrect Form 1099s far too often. Technically speaking, the issuer of the Form 1099 is required to make the fix, but a corrected form is rarely sent. Attend this webinar to learn practical solutions to report incorrectly issued Form 1099s, with an emphasis on the new Form 1099-NEC, and when the taxpayer is treated as an independent contractor but is really an employee.</p><iframe src="https://fast.wistia.net/embed/iframe/vqnlyrydmp" title="Webinar preview: Resolving Common Issues and Errors on Forms 1099 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>List different types of Form 1099</li> <li>Identify common issues or errors on certain Forms 1099</li> <li>Determine what to file and report when information on Form 1099 is incorrect</li> <li>Analyze the new Form 1099-NEC and the redesigned 2021 Form 1099-MISC</li> <li>Summarize the reporting requirements when taxpayer is treated as an independent contractor but is really an employee</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2148Basic2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021December2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarYear-End Individual Tax Planning On-Demand Webinar<h3>Summary</h3> <p>This year’s client tax planning meetings might be a bit different than previous meetings, with new information to discuss related to COVID-19 and stimulus relief. For example, you may need to talk with them about their withholding selection at their new job they just started, divorce, unemployment or adding to their depleted retirement account (Roth or traditional). This course will review key points such as effective itemizing of deductions, using the capital loss deduction, contributing to an employer retirement plan or an individual retirement account (IRA). Additionally, we will discuss the tax impact of Social Security and unemployment along with tax benefits relating to the taxpayer’s dependents and when they are subject to change. </p><iframe src="https://fast.wistia.net/embed/iframe/rg4l8m4ll9" title="Webinar preview: Year-End Individual Tax Planning 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>Identify year-end tax planning strategies available for your clients </li> <li>Explain the difference between Roth and traditional retirement plans</li> <li>Summarize the impact of converting from a Roth to a traditional IRA</li> <li>Identify when dependents become eligible or ineligible for the related tax benefits</li> <li>Summarize how Social Security and unemployment impacts a tax return</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> 2021-04-12T05:00:00Z2022-12-30T06:00:00ZNone2021-04-12T05:00:00ZODW2147Intermediate2Federal Tax Law Topic0N/A2021-04-12T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxJared Foos, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021December2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarMedical Expenses: Making the Best of a Bad Situation On-Demand Webinar<h3>Summary</h3> <p>Are you making the best tax use of your client’s medical situation? This webinar looks at medical expenses from birth to death to determine which if any are deductible and who may deduct them. In addition, the webinar reviews reporting for long-term care (LTC) distributions, contributions and distributions to tax-favored health plans such as, health savings accounts (HSA), and the premium tax credit (PTC). This webinar looks at medical expenses from birth to death to determine which, if any, are deductible and who may deduct them..</p><iframe src="https://fast.wistia.net/embed/iframe/98023zcldg" title="Webinar preview: Medical Expenses: Making the Most of a Bad Situation 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>Identify deductible and nondeductible medical expenses, cradle to grave</li> <li>Explain how to best utilize a client’s medical expenses</li> <li>Recognize how, when and if a decedent’s medical expenses are deductible</li> <li>Summarize reporting requirements for LTC and HSA distributions</li> <li>Explain how to best utilize the self-employed health insurance deduction </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> 2021-07-16T05:00:00Z2022-12-31T06:00:00ZNone2021-07-16T05:00:00ZODW2161Basic2Federal Tax Law Topic0N/A2021-07-16T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneAmy Wall, MBA, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021November2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarSchedule C From the Ground Up On-Demand Webinar<h3>Summary</h3> <p>One of the effects of COVID-19 has been that people are spending more time at home and may be working a “side hustle” to earn a bit of income, like becoming an Instacart shopper or participating in multi-level marketing (MLM) sales. This webinar will introduce you to the Schedule C, <i>Profit or Loss From Business (Sole Proprietorship).</i> The knowledgeable tax professional can assist the taxpayer with the proper reporting of these activities, coach the business owner in good recordkeeping and other skills necessary to run a successful business, or even determining it’s merely a hobby.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Complete a simple Schedule C and Schedule SE (Form 1040), <i>Self-Employment Tax</i>, when applicable</li> <li>Identify what records need to be obtained from the taxpayer to properly complete the tax return</li> <li>Develop a useable recordkeeping system based on the type of business they operate</li> <li>Summarize the reporting of some of the newest types of “gig economy” activities including Twitch gamers, social media influencers, Instacart shoppers, and more</li> <li>Summarize the hobby vs. business factors </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> 2021-02-02T06:00:00Z2022-12-31T06:00:00Z2021-02-02T06:00:00ZODW2107Intermediate2Federal Tax Law Topic 2021-02-02T06:00:00ZQAS Self Study2Federal Tax Law Topic 22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic 2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021March2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Impacts of Divorce On-Demand Webinar<h3>Summary</h3> <p>There’s been an uptick in divorces over the last year, and it’s likely that one of your clients is in the midst of one. These returns require extra attention because there were quite a few tax law changes relating to COVID-19 financial assistance, the child tax credit, the earned income credit and more. Some of the most common questions surround topics of determining if a payment is alimony or child support, determining which taxpayer is the custodial parent and which is the noncustodial parent, and if applicable, who may claim the child(ren) on their tax return. This webinar addresses the issues your clients will face before and after a divorce has been finalized.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing status for divorced clients with and without dependent children</li> <li>Identify who is the custodial parent and who is the noncustodial parent</li> <li>Summarize tax credits and benefits available to custodial and noncustodial parents</li> <li>Describe the tax treatment of property settlements</li> <li>Recognize the tax treatment of alimony</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>2021-03-24T05:00:00Z2022-12-30T06:00:00ZNone2021-03-24T05:00:00ZODW2109Intermediate2Federal Tax Law Topic0N/A2021-03-24T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxAmy Wall, MBA,EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021May2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarSchedule C Hobby Loss Exam On-Demand Webinar<h3>Summary</h3> <p>The IRS allows deductions for ordinary and necessary expenses for a business; however, if the IRS deems the activity a hobby because it’s not engaged in for profit, expenses will be limited. This webinar will review the hobby loss rules under §183 and what you should do before and during an IRS exam to help save those claimed losses. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the hobby loss rules</li> <li>Describe the nine factors the IRS uses to determine if an activity is a business or hobby </li> <li>Identify things the practitioner can do with clients to bolster their case that the activity is not a hobby</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> 2021-03-25T05:00:00Z2022-12-30T06:00:00ZFederal tax law topic2021-03-25T05:00:00ZODW2110Intermediate2Federal Tax Law Topic0N/A2021-03-25T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge or experience with business taxation and basic IRS examinationsEric Green, Attorney Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021May2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarAnalyzing Schedule A, Itemized Deductions On-Demand Webinar<h3>Summary</h3> <p>To qualify to itemize deductions on Schedule A, taxpayers must have records and meet the limitations. Available deductions include medical and dental expenses, charitable contributions, mortgage interest, and certain casualty and theft losses. In this webinar, we will analyze Schedule A (Form 1040), <i>Itemized Deductions</i>, in depth to help you get the most for your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify and calculate the medical and dental expenses deduction</li> <li>Explain the $10,000 deduction limit for state and local taxes (SALT) </li> <li>Identify the mortgage interest deduction limitations after TCJA</li> <li>Summarize changes for charitable contributions</li> <li>Identify when casualty and theft losses are deductible on Schedule A</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> 2021-03-25T05:00:00Z2022-12-30T06:00:00ZNone2021-03-25T05:00:00ZODW2111Intermediate2Federal Tax Law Topic0N/A2021-03-25T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxMisty Erickson Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarPreparing Taxes for a Military Taxpayer On-Demand Webinar<h3>Summary</h3> <p>There are special provisions and laws for taxpayers who are members of the U.S. military. For example, income may be excludable for tax purposes and your client may be entitled to special deductions you are unaware of. This webinar will provide the tools and knowledge you will need to prepare your military clients' (and their spouse's) returns, including benefits for disabled veterans, current military personnel and former military personnel.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify military income</li> <li>Summarize when military income is taxable and when it is not taxable, including tax reporting under §121</li> <li>Identify deductions available to military taxpayers</li> <li>Evaluate the domicile options for military taxpayers</li> <li>Identify extensions of deadlines available to military taxpayers</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> 2021-03-25T05:00:00Z2022-12-30T06:00:00ZNone2021-03-25T05:00:00ZODW2113Intermediate2Federal Tax Law Topic0N/A2021-03-25T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic knowledge of federal income taxKathy Morgan, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarConverting a Sole Proprietorship to an S Corporation On-Demand Webinar<h3>Summary</h3> <p>Small business owners will look to their tax professional when deciding to incorporate their business. This webinar will prepare tax professionals for a discussion on the tax implications of this entity selection, as well how to calculate the basis of the shareholder’s interest and transferred assets. You’ll also learn to summarize the pass-through treatment of income and losses in an S corporation.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the tax implications of changing from a sole proprietorship to an S corporation</li> <li>Calculate basis of the shareholder’s interest</li> <li>Calculate depreciation and holding period for assets transferred to the S corporation</li> <li>Summarize the pass-through treatment of income and losses in an S corporation</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> 2021-03-25T05:00:00Z2022-12-30T06:00:00ZNone2021-03-25T05:00:00ZODW2114Advanced2Federal Tax Law Topic0N/A2021-03-25T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of business taxation Jaye Tritz, EA, CFPFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarResponding to an IRS Request for Documentation On-Demand Webinar<h3>Summary</h3> <p>Months after filing a tax return for a taxpayer, the IRS may send a notice requesting documentation and other evidence for the information reported on the tax return. This webinar will walk you through the ins-and-outs of documenting your client’s case, what to do if the IRS loses the documentation and how to handle the situation when your client’s records appear incomplete.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the examination process for in-person audits and correspondence exams</li> <li>Identify potential issues responding to exam notices</li> <li>Explain the strategies for handling documentation issues</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> 2021-03-25T05:00:00Z2022-12-30T06:00:00ZNone2021-03-25T05:00:00ZODW2115Intermediate2Federal Tax Law Topic0N/A2021-03-25T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxEric Green, Attorney Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarConverting a Sole Proprietorship to a Partnership On-Demand Webinar<h3>Summary</h3> <p>Be prepared to assist clients who decide to change their legal structure from a sole proprietorship to a partnership. This decision will result in tax implications, such as determining inside and outside basis of the partnership interest, and transferring of assets. In this webinar, we’ll review those implications and you’ll learn the skills you need to report them correctly on your clients’ returns.</p><h3>Webinar preview</h3> <iframe src="https://fast.wistia.net/embed/iframe/t79umxbrax" title="Webinar preview: Converting a Sole Proprietorship to a Partnership 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>Identify the tax implications of changing from a sole proprietorship to a partnership</li> <li>Calculate inside and outside basis of the partnership interest</li> <li>Calculate depreciation and holding period for assets transferred to the partnership</li> <li>Summarize the pass-through treatment of partnership income and losses</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> 2021-03-25T05:00:00Z2022-12-30T06:00:00ZNone2021-03-25T05:00:00ZODW2116Advanced2Federal Tax Law Topic0N/A2021-03-25T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of business taxation Kathyrn Keane, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021July2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
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>
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 minutesyesnoyesyes<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 webinar2022July2023-12-31T06:00:00Z08800yesyesyesyes
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 WebinarCompleting Form 4797 - Sales of Business Property On-Demand Webinar<h3>Summary</h3> <p>If you don't understand how to properly dispose of a business asset, your software won't either. Types of dispositions include sales, abandonments, foreclosures, and repossessions. This webinar will guide you through the proper tax reporting of various disposition types, distinguishing between a §1231, a §1245 and a §1250 gain or loss and properly completing a Form 4797.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Explain the different types of dispositions</li> <li>Distinguish between a §1231, a §1245 and a §1250 gain or loss</li> <li>Identify when a drop in business usage of an asset creates depreciation recapture</li> <li>Prepare Form 4797 and define when to use Part I, II, III or IV</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> 2021-04-08T05:00:00Z2022-12-30T06:00:00ZNone2021-04-08T05:00:00ZODW2121Basic2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021July2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarTax Treatment of Installment Sales On-Demand Webinar<h3>Summary</h3> <p>An installment sale is an arrangement in which the seller allows the buyer to make payments over more than one tax year. Using this method, the seller may report the gain over the life of the installment sale agreement or elect to tax it currently. This course will review the requirements for reporting this type of sale and when there are tax consequences. It will also review what happens if repossession occurs and if the purchaser pays off their debt early. </p><h3>Webinar preview</h3> <iframe src="https://fast.wistia.net/embed/iframe/s2k7zm5g3x" title="Webinar preview: Tax Treatment of Installment Sales 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>Describe the installment sale requirements</li> <li>Evaluate the tax ramifications of an installment sale</li> <li>Summarize the effects of modifying an installment sale agreement</li> <li>Prepare Form 6252, <i>Installment Sale Income</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> 2021-04-08T05:00:00Z2022-12-30T06:00:00ZNone2021-04-08T05:00:00ZODW2120Intermediate2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxBecky Van Dort, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021July2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarDetermining Tax Treatment of Rental Property On-Demand Webinar<h3>Summary</h3> <p>This course will dive into tax reporting for Page 1 of the Schedule E, <i>Supplemental Income and Loss</i>. You’ll learn the difference between commercial and residential rentals, vacation home rules, the allocation of income and expenses with mixed-use property, qualified business income deduction (QBID) safe harbor rules, and finally how to report the income and expenses on the taxpayer’s tax return. There will be a comprehensive example on properly completing Schedule E, Page 1.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Distinguish between commercial, residential (including Airbnb, VRBO and room rentals) and mixed-use rental property</li> <li>Calculate income and expenses from rental real estate including depreciation</li> <li>Summarize the vacation home rental rules</li> <li>Describe the requirements for QBID for rental real estate</li> <li>Prepare Schedule E, Page 1</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> 2021-04-08T05:00:00Z2022-12-30T06:00:00ZNone2021-04-08T05:00:00ZODW2118Advanced2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021June2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarPreparing Taxes for a Nonresident Alien with Form 1040-NR On-Demand Webinar<h3>Summary</h3> <p>A Form 1040-NR is required for filing taxes for a nonresident alien. As U.S. demographics continue to change, it’s critical you understand how to complete and file Form 1040-NR, <i>U.S. Nonresident Alien Income Tax Return</i>. This webinar will help tax professionals determine if a Form 1040-NR is needed and will explain the differences between a resident and a nonresident alien. We’ll also walk through examples of Form 1040-NR, provide tips for preparing the form and help you determine income sources, as income generated in the U.S. (with certain exceptions) needs to be reported on this form.</p><h3>Webinar preview</h3> <iframe src="https://fast.wistia.net/embed/iframe/6b9vs05fqu" title="Webinar preview: Preparing Taxes for a Nonresident Alien with Form 1040-NR 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>Analyze whether your client needs to file Form 1040-NR</li> <li>Differentiate between a resident and nonresident alien</li> <li>Classify income sources</li> <li>Prepare Form 1040-NR</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> 2021-04-08T05:00:00Z2022-12-30T06:00:00ZNone2021-04-08T05:00:00ZODW2122Intermediate2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic understanding of federal taxation conceptsKatrina Haynes, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021July2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarPreparing Taxes for Real Estate Professionals On-Demand webinar<h3>Summary</h3> <p>Many taxpayers took advantage of the current housing market to venture into owning real estate. However, to be classified as a real estate professional by the IRS, one must pass the yearly qualification tests. This course will identify the required factors to be considered as a real estate professional, and how to apply special active participation, material participation and passive activity rules. </p><h3>Webinar preview</h3> <iframe src="https://fast.wistia.net/embed/iframe/kmqu3mo8ev" title="Webinar preview: Preparing Taxes for Real Estate Professionals 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>Identify when an individual is classified as a real estate professional </li> <li>Summarize the pros and cons of grouping rental activities</li> <li>Identify the special active and material participation rules relating to the real estate professional</li> <li>Summarize the passive actively rules as they relate to real estate professionals and taxpayers who do not qualify as a real estate professional</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> 2021-04-08T05:00:00Z2022-12-30T06:00:00ZNone2021-04-08T05:00:00ZODW2124Intermediate2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxBecky Van Dort, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021August2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarLearning to Set Up a Partnership On-Demand Webinar<h3>Summary</h3> <p>The first steps when learning to prepare partnership returns are to understand the set-up of the business and how it is taxed. In this session, we will review entity selection, basic taxation of partnerships and partners, income and expenses of partnerships, and will explain how to prepare a basic Form 1065, <i>U.S. Return of Partnership Income</i>.</p><h3>Webinar Preview</h3><iframe src="https://fast.wistia.net/embed/iframe/l3hvmoxnl7" title="Webinar preview: Partnerships series 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 how to set up a partnership</li> <li>Describe the taxation of a partnership</li> <li>Compute the income and expenses of a partnership</li> <li>Define basis</li> <li>Prepare a basic Form 1065</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> 2021-04-08T05:00:00Z2022-12-30T06:00:00ZNone2021-04-08T05:00:00ZODW2125Basic2Federal Tax Law Topic0N/A2021-04-08T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP(R)Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021August2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarPreparing Complex Partnership Returns, Including PTPs On-Demand Webinar<h3>Summary</h3> <p>Learn to prepare a Form 1065, <i>U.S. Return of Partnership Income</i>, through comprehensive examples and illustrations. We will review basis adjustments, PPP loan effects on basis, AMT preferences, publicly traded partnerships, Schedule L, and Schedules M-1 and M-2. We will conclude by completing a complex partnership return.</p><h3>Webinar preview</h3><iframe src="https://fast.wistia.net/embed/iframe/l3hvmoxnl7" title="Webinar preview: Partnerships series 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>Calculate inside and outside partnership basis</li> <li>Analyze the effects of contributions to and distributions from partnerships</li> <li>Identify the effect of AMT preferences</li> <li>Summarize the income and expenses of a publicly traded partnership’s Schedule K-1</li> <li>Complete Schedules L, M-1 and M-2 </li> <li>Prepare a complex partnership return</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> 2021-04-09T05:00:00Z2022-12-30T06:00:00ZNone2021-04-09T05:00:00ZODW2127Advanced2Federal Tax Law Topic0N/A2021-04-09T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of partnership tax lawJaye Tritz, EA, CFP(R)Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021August2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarUnderstanding Partnerships Basis and Unreimbursed Expenses On-Demand Webinar<h3>Summary</h3> <p>This webinar will guide you through preparing a Form 1065 for a partnership. You’ll learn to differentiate between inside and outside basis, the effects of contributions, distributions and PPP loan effects on basis, as well as the treatment of vehicles used in the partnership. You will also learn about adding or removing partners.</p><h3>Webinar preview</h3><iframe src="https://fast.wistia.net/embed/iframe/l3hvmoxnl7" title="Webinar preview: Partnerships series 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>Differentiate between inside and outside basis</li> <li>Summarize the effects of contributions to and distributions from partnerships</li> <li>Analyze the treatment of vehicle expenses</li> <li>Describe the treatment of unreimbursed partnership expenses</li> <li>Complete Form 1065, <i>U.S. Return of Partnership Income</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> 2021-04-09T05:00:00Z2022-12-30T06:00:00ZNone2021-04-09T05:00:00ZODW2126Intermediate2Federal Tax Law Topic0N/A2021-04-09T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxJaye Tritz, EA, CFP(R)Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021August2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarCompleting Form 8824 - Like-Kind Exchanges On-Demand Webinar<h3>Summary</h3> <p>Even though the <i>Tax Cuts and Jobs Act</i> (TCJA) limited the use of like-kind exchanges, it remains a powerful tax deferral tool for real property business or investment assets. In this webinar, we will discuss the basics of like-kind exchanges, including a reverse 1031 for tax deferral, and how to report realized and recognized gain on the exchange. We’ll complete an example Form 8824, <i>Like Kind Exchanges</i>.</p><iframe src="https://fast.wistia.net/embed/iframe/usqac4lozf" title="Webinar preview: Completing Form 8824 - Like-Kind Exchanges 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>Identify the requirements for a like-kind exchange, including a Starker, or reverse like-kind exchange</li> <li>Calculate realized and recognized gain from a like-kind exchange</li> <li>Calculate the basis of property acquired through a like-kind exchange</li> <li>Prepare Form 8824, <i>Like Kind Exchanges</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> 2021-04-09T05:00:00Z2022-12-30T06:00:00ZNone2021-04-09T05:00:00ZODW2130Intermediate2Federal Tax Law Topic0N/A2021-04-09T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesKnowledge of federal income taxLes Marti, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021September2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarSubstantially Equal Periodic Payments On-Demand Webinar<h3>Summary</h3> <p>A taxpayer can take funds out of a retirement account at any age as a series of substantially equal periodic payments (SEPP) without incurring the 10% additional tax on early distributions. This session reviews how a taxpayer can use this strategy while avoiding pitfalls that could terminate the exception. We’ll review the three safe harbor methods available: the minimum distribution method, the fixed amortization method and the fixed annuity factor method.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine the qualifications for the SEPP exception</li> <li>Compute the payment series amount using the three safe harbor methods: the minimum distribution method, the fixed amortization method and the fixed annuity factor method </li> <li>Explain the tax consequences for alterations or modifications to the payment series </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>2021-07-26T05:00:00Z2022-12-31T06:00:00ZNone2021-07-26T05:00:00ZODW2168Intermediate2Federal Tax Law Topic0N/A2021-07-26T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesBasic understanding of retirement accountsBetty Kohls Stehman, CPA, C.I.A.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021November2022-12-31T06:00:00Z100 minutes8084063yesnonono
Live WebinarChallenging an Assessed Tax Webinar<h3>Summary</h3> <p>This program will explain the opportunities for practitioners to reopen assessed tax liabilities, including audit reconsideration, doubt-as-to-liability offers, amending tax returns and challenging the assessment at a Collection Due Process (CDP) hearing. The program will explain each option and when practitioners should consider using each of them.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe how to request audit reconsideration</li> <li>Identify when it is possible to use an amended return to reopen a bad assessment</li> <li>Explain how doubt-as-to-liability offers work </li> <li>Explain how to use a CDP hearing to force a reconsideration of a tax liability</li> <li>Describe how to use refund requests to reopen a bad assessment</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>2022-05-09T05:00:00Z2022-07-14T05:00:00ZNone2022-05-09T05:00:00Z2022-05-09T05:00:00ZWEB2225Basic2Federal Tax Law Topic0N/A2022-07-14T05:00:00Z2022-08-02T05:00:00ZGroup Internet Based2Federal Tax Law Topic22TaxesNoneEric Green, JDFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2022July2022-07-14T05:00:00Z2023-12-31T06:00:00Z100 minutes8488066Thursday, July 14, 10:00 a.m. - 12:00 p.m. CTThursday, July 14, 10:00 a.m. - 12:00 p.m. CTThursday, July 14, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
On-Demand WebinarCommunity Property - U.S. and Abroad On-Demand Webinar<h3>Summary</h3> <p>Community property laws affect how income is reported. In this session, learn the history of community property, its application, its benefits and detriments. We’ll also review international community property laws and their impact on U.S. tax filing obligations.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Explain why community property arises by operation of law</li> <li>Recognize that community property laws can help to protect the rights of spouses</li> <li>Distinguish between community and separate property</li> <li>Determine whether acquired property is subject to an applicable community property regime properly using the taxpayer’s domicile</li> <li>Summarize how to offer certain taxpayers relief from community property laws with the application of special allocation rules under §879</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> 2021-07-19T05:00:00Z2022-12-31T06:00:00ZNone2021-07-19T05:00:00ZODW2164Intermediate2Federal Tax Law Topic0N/A2021-07-19T05:00:00ZQAS Self Study2Federal Tax Law Topic22TaxesGeneral knowledge of federal income taxationLaura Strombom, EA, MBA, NTPI FellowFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021August2022-12-31T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarPayroll Tax Updates & Emerging Hot Topics for 2022 On-Demand Webinar<h3>Summary</h3> <p>This last year has continued to be a busy one in terms of new and changing legislation impacting tax laws at the federal, state and local level. As a tax professional, it is more important than ever to understand the changes brought on by the COVID-19 pandemic and what will carry over into the 2022 tax year. We will provide important updates that may significantly impact your payroll and tax preparation.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify changes to paid sick and family leave reporting requirements</li> <li>Assess the impact of the employee retention tax credit versus other income tax items for the 2021 tax year</li> <li>Describe payroll and state income tax apportionment considerations for a post-pandemic workforce</li> <li>Analyze examples of income tax credits that may be applied to payroll taxes, including completing Form 941</li> <li>Describe repayment of deferred payroll taxes</li> <li>Identify key insights to minimum wage changes, certain tax payroll form updates and IRS contribution limit changes</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> 2021-10-28T05:00:00Z2022-12-31T06:00:00Z2021-10-28T05:00:00ZBPEODW2175Update1Federal Tax Law Update0N/A2021-10-28T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not available1Federal Tax Law Update11TaxesBasic knowledge of payroll taxMichael A. Smith, CPA, CGMA; Eric Ruden, Esq.; Tracy Sigmann, CPP, PHR, SHRM-CPFederal Tax Law Update1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021December2022-12-31T06:00:00Z50 minutesyesnoyesno
On-Demand WebinarReporting and Reconciling the Child Tax Credit On-Demand Webinar<h3>Summary</h3> <p>The <i>American Rescue Plan Act (ARP) of 2021</i> made changes to the child tax credit, including advance payments of the credit during the year. Currently, the changes impact returns filed for the 2021 tax year only. Tax preparers must reconcile the credit using Schedule 8812, <i>Credits for Qualifying Children and Other Dependents</i>. This webinar will cover the changes to the child tax credit as well as walk through reconciling the advance child tax credit payments.</p><iframe src="https://fast.wistia.net/embed/iframe/nt91lvuwbi" title="Webinar preview: Reporting and Reconciling the Child Tax Credit 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 the amount of child tax credit the taxpayer is eligible to receive</li> <li>Identify when taxpayers are eligible for the repayment projection</li> <li>Prepare Schedule 8812</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> 2022-01-10T06:00:00Z2023-12-31T06:00:00ZNone2022-01-10T06:00:00ZODW2206Basic1Federal Tax Law Topic0N/A2022-01-10T06:00:00ZQAS Self Study1Federal Tax Law Topic11TaxesNoneMisty Erickson Federal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2022March2023-12-31T06:00:00Z50 minutes4042032yesnoyesno

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