Tax Webinar of Choice

Professional members receive one live or on-demand 2 CPE webinar per membership year.

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

Education List

 

 

On-Demand WebinarHow to Analyze & Optimize Your Fees OnDemand Webinar<h3>Summary</h3> <p>The simplest and easiest way to increase your revenue, is by optimizing the fees you charge clients. But how can you know exactly what fees to charge?</p> <p>Using the NATP Fee Study and with help from our trusted partner, SmartPath, better understand the current state of fees across the industry and what that data means in the context of your specific practice. This webinar will help you implement an intelligent pricing strategy that fits your goals and clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The current state of fees in this industry using the NATP Fee Study data, plus other key metrics from firms across the country.</li> <li>What critical insights and trends this fee data reveals (that can directly affect your firm).</li> <li>How to analyze your existing fees so you can see how you compare and if you need to take action.</li> <li>Step-by-step how to successfully adjust your current fee strategy for optimized revenue and increased profits.</li> </ul> <h3>Course Details</h3> <p>You’ll receive real-world examples and implementation templates to help you apply everything you learn right away. You’ll also receive the 2019 NATP Fee Study.</p> <p>This webinar is only available to NATP members and counts toward your member benefit of 8 hours of business practice education.</p> <p>Please note: By enrolling in this course, you are agreeing to share your information with our partner, SmartPath.</p>2019-08-02T05:00:00Z2019-12-31T05:00:00ZNone2019-08-02T05:00:00Z0N/ABPEODW1903Intermediate0Federal Tax Law Topic2019-09-12T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $00Federal Tax Law Topic00TaxesNoneWilliam Hamilton and Chris BasomFederal Tax Law Topic0 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T06:00:00Z
On-Demand 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>2019-06-18T04:00:00Z2019-12-31T05:00:00ZNone2019-06-18T04:00:00Z0N/AODW1945Basic2Ethics2019-07-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom%2c-EA-MBA-NTPI-Fellow.aspxEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarPrimary Residence Tax Transactions On-Demand Webinar<h3>Summary</h3> <p>Some taxpayers will live in and use their primary residence solely as their personal property, but some choose to rent it out or convert part of their house into a home office. There are certain tax implications that come along with these changes including how to determine the gain and loss on the sale of a primary residence converted to rental property. This webinar will go through how to determine if the Section 121 exclusion is available to your client, how to calculate the correct amount that can be excluded and how to use a Section 1031 exchange on the depreciation recapture for a home office.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Calculate the gain or loss on a primary residence converted to a rental property.</li> <li>Determine if capital gain on the sale of a residence can be excluded under §121.</li> <li>Calculate the available §121 exclusion on a previously rented primary residence.</li> <li>Review Form 8949 for the sale of a primary residence.</li> <li>Analyze Form 4797 for the sale of a primary residence with business use.</li> <li>Utilize a §1031 exchange for a primary residence with a home office.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1929Intermediate2Federal Tax Law Topic2019-11-07T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarIRS Representation 101: Why It Is Important! On-Demand Webinar<h3>Summary</h3> <p>This webinar will discuss the current landscape of IRS Enforcement and why the need for trained representation has never been higher!&nbsp; During the program attorney Eric Green will explain the current IRS initiatives and why the need for trained help has increased so dramatically for IRS exams and collection cases.&nbsp; Eric will walk through the current statistics, and explain what practitioners can expect in enforcement in 2019.&nbsp; Join us and find out why there has never been a better time to expand your knowledge base, your ability to help taxpayers, and grow your practice!</p> <iframe src="https://fast.wistia.net/embed/iframe/htlib7099z" title="Statistics 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>Understand the current need for representation and why enforcement is continuing to increase.</li> <li>Describe how practitioners can make this part of their practice.</li> <li>Explain the current IRS priorities and what practitioners can expect in 2019.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1906Basic1Federal Tax Law Topic2019-05-08T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneEric L. Green, ESQFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Impact of Children On-Demand Webinar<h3>Summary</h3> <p> We love our children, but wow, are they expensive! Thank goodness the federal government provides a little help in the form of a tax credit. This webinar explores a variety of tax issues surrounding children from birth to high school graduation such as dependency exemptions, kiddie tax, child and dependent care credit, household employees, the child tax credit and earned income tax credit.</p> <iframe src="https://fast.wistia.net/embed/iframe/05o5vjlcf0" title="Wistia video player" 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>Evaluate dependency of children.</li> <li>Identify deductions and credits available to taxpayers with dependent children.</li> <li>Correctly calculate credits available to taxpayers with dependent children.</li> <li>Correctly apply the kiddie tax rules to taxpayers.</li> <li>Correctly report household employee income.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-06-05T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1812Basic2Federal Tax Law Topic2018-06-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLes Marti, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Les-Marti.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
WebinarPrimary Residence Tax Transactions Webinar<h3>Summary</h3> <p>Some taxpayers will live in and use their primary residence solely as their personal property, but some choose to rent it out or convert part of their house into a home office. There are certain tax implications that come along with these changes including how to determine the gain and loss on the sale of a primary residence converted to rental property. This webinar will go through how to determine if the Section 121 exclusion is available to your client, how to calculate the correct amount that can be excluded and how to use a Section 1031 exchange on the depreciation recapture for a home office.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Calculate the gain or loss on a primary residence converted to a rental property.</li> <li>Determine if capital gain on the sale of a residence can be excluded under §121.</li> <li>Calculate the available §121 exclusion on a previously rented primary residence.</li> <li>Review Form 8949 for the sale of a primary residence.</li> <li>Analyze Form 4797 for the sale of a primary residence with business use.</li> <li>Utilize a §1031 exchange for a primary residence with a home office.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1952Intermediate2Federal Tax Law Topic2019-10-23T04:00:00Z2019-10-24T04:00:00Z2019-11-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-23T17:00:00Z2019-10-24T13:00:00Z2019-11-07T05:00:00Z
On-Demand WebinarUnderstanding the New Child Tax Credit Webinar<h3>Summary</h3> <p>The <i>Tax Cuts and Jobs Act</i> affected tax law in many ways, including increasing the child tax credit to $2,000 per qualifying dependent child and created a new $500 credit for other dependents. This webinar reviews additional changes from the act and outlines requirements to claim the credit. We’ll also review how to calculate the child tax credit and how to complete your due diligence requirements by examining case studies to put that knowledge into practice.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the changes to the child tax credit in 2018.</li> <li>Outline the requirements for the child tax credit and credit for other dependents.</li> <li>Calculate the child tax credit and credit for other dependents.</li> <li>Complete the forms required for the child tax credit and credit for other dependents.</li> <li>Complete due diligence required for the child tax credit and credit for other dependents.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1935Basic2Federal Tax Law Topic2019-12-26T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Treatment of Farmers On-Demand Webinar<h3>Summary</h3> <p>Farming is a unique occupation with its own set of special tax rules. Sometimes, even though your clients say they are farmers, they may not meet federal requirements to qualify for certain credits. This webinar will teach you how to identify farm activity, know whether a farming activity is a hobby or profit and summarize the implications, identify various types of farm income and to assess whether farm income received by your client is taxable. We’ll also walk you through the sale of assets unique to farmers and how to prepare Schedule F, <i>Profit or Loss From Farming</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/orn21bsjim" title="Other Expenses 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>Identify whether a client’s activity is a farm activity.</li> <li>Evaluate whether a client’s farming activity is a hobby or for profit and summarize the implications.</li> <li>Identify various types of farm income for clients at the tax desk.</li> <li>Assess whether farm income received by taxpayers is taxable.</li> <li>Calculate farming expenses.</li> <li>Apply depreciation methods unique to assets used in farming.</li> <li>Assess when the rules regarding excess farm losses apply.</li> <li>Outline farm income averaging and when to use it.</li> <li>Prepare Schedule F.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1914Intermediate2Federal Tax Law Topic2019-06-13T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxPenny Wade Smith, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Reporting for Illegal Activities (Cannabis) On-Demand Webinar<h3>Summary</h3> <p>U.S. taxpayers are subject to tax on their worldwide income, even including income from illegal activities such as cannabis production and dispensing. Many states have legalized cannabis, but in 1972, the federal government classified cannabis as a controlled substance by placing it in Schedule I of the Controlled Substance Act. This is still where it remains today. This webinar covers precisely how an illegal activity such as cannabis production and dispensing is accounted for and reported for tax purposes.</p> <iframe src="https://fast.wistia.net/embed/iframe/dky514vxsh" title="Wistia video player" 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>Define gross income for an illegal activity.</li> <li>Define total revenue for an illegal activity.</li> <li>Describe the treatment of expenses for an illegal activity.</li> <li>Distinguish between treatment of production activities on Schedule C or Schedule F.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-04-20T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1807Basic1Federal Tax Law Topic2018-04-20T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom,-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarInstallment Agreements That Work for Clients On-Demand Webinar<h3>Summary</h3> <p>Payment plans with the IRS is a common form of resolving a back-tax debt.&nbsp; So if the taxpayer owes money to the IRS, setting up a payment plan is an option that most taxpayers try to arrange, but the issue is which type of agreement to request?&nbsp; In addition, will the one—year rule or five-year rule apply, and does that help the taxpayer’s situation? This program will explain the process of calculating a taxpayer’s ability to pay, the various options of payment plans, and where the opportunities exist to help taxpayers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the various options for installment agreements.</li> <li>Explain how IRS future income is calculated.</li> <li>Identify the various opportunities to assist clients to obtain an automatic agreement.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-04-01T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1815Intermediate2Federal Tax Law Topic2018-06-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ./EventsAndEducation/Documents/Eric%20Green%20updated%20bio.pdfFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
WebinarTax Implications of Divorce Webinar<h3>Summary</h3> <p>You may discover that your clients going through a divorce need a little extra attention when it comes time to prepare their tax return. Besides trying to determine whether payment is alimony or child support, you’ll need to know which taxpayer can claim an exemption for a child. You’ll also need to know if they still qualify for a Section 121 exclusion should one spouse move out. This webinar will address the issues your clients may face 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 which parent is the custodial parent.</li> <li>Summarize tax credits and benefits available to noncustodial and custodial parents.</li> <li>Describe tax treatment of property settlements of divorced clients.</li> <li>Determine if a payment is considered alimony.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1946Basic2Federal Tax Law Topic2019-09-17T04:00:00Z2019-09-19T04:00:00Z2019-10-03T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-09-17T17:00:00Z2019-09-19T13:00:00Z2019-10-03T04:00:00Z
WebinarForeign Tax Credit and Exclusion for U.S. Expats Webinar<h3>Summary</h3> <p>As taxpayers increasingly live and work abroad, there is more opportunity for double taxation as U.S. taxpayers are taxed on their worldwide income. There are tax advantages available to mitigate this risk, which we will review in this webinar. You’ll learn to properly and accurately complete Form 2555, <i>Foreign Earned Income</i>, to exclude foreign earned income and Form 1116, <i>Foreign Tax Credit</i>, to calculate the foreign tax credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize if a taxpayer qualifies for the foreign earned income exclusion and the foreign housing deduction or exclusion.</li> <li>Recognize if a taxpayer qualifies for the foreign tax credit or deduction. </li> <li>Identify social security issues and self-employment issues related to working abroad.</li> <li>Analyze Form 2555 to determine the appropriate foreign income exclusion for the taxpayer.</li> <li>Evaluate Form 1116 to determine the appropriate foreign tax credit for the taxpayer.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1948Intermediate2Federal Tax Law Topic2019-10-01T04:00:00Z2019-10-03T04:00:00Z2019-10-17T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-01T17:00:00Z2019-10-03T13:00:00Z2019-10-17T04:00:00Z
WebinarCalculating the Adoption Credit Webinar<h3>Summary</h3> <p>Adoption is a wonderful way for people to expand and complete their families. Families who adopt can claim the adoption tax credit when filing a return to help offset the costs. This webinar will outline requirements of taxpayers to take the credit, teach you how to correctly calculate the adoption credit, and define special needs adoptions and the difference in calculating the credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the requirements for taxpayers to take the adoption credit.</li> <li>Define special needs adoptions and the difference in calculating the credit.</li> <li>Calculate the adoption credit.</li> <li>Complete tax returns for taxpayers who take the adoption credit.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1950Basic1Federal Tax Law Topic2019-10-08T04:00:00Z2019-10-10T04:00:00Z2019-10-24T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-08T17:00:00Z2019-10-10T13:00:00Z2019-10-24T04:00:00Z
WebinarRetirement Plans for Self-Employed Taxpayers Webinar<h3>Summary</h3> <p>Many taxpayers opt to be their own bosses instead of working for someone else. It’s an appealing option to set your own schedule and make all of the business decisions! However, this puts them in the position of providing “employee benefits” such as retirement plans for themselves and any other employees. Self-employed taxpayers have several retirement plan options such as a Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for Employees (SIMPLE) and 401K plans. We’ll review the pros and cons of each plan to determine which is the best option for yourself or your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the features of SEPs, SIMPLE IRAs, and §401(k) plans.</li> <li>Calculate the maximum annual contribution for various types of retirement plans.</li> <li>Compute the deduction for various types of retirement plan contributions.</li> <li>Identify the employer’s responsibility for maintaining and funding retirement plans.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1954Basic2Federal Tax Law Topic2019-10-29T04:00:00Z2019-10-31T04:00:00Z2019-11-14T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-10-29T17:00:00Z2019-10-31T13:00:00Z2019-11-14T05:00:00Z
WebinarComplete and File Form 1040-NR Webinar<h3>Summary</h3> <p>A Form 1040-NR is the required for filing taxes for a nonresident U.S. client. U.S. demographics are changing significantly and are assumed to continue to do so making it critical you understand how to complete and file this form. 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>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Review Form 1040NR.</li> <li>Assess whether your client needs to file Form 1040NR.</li> <li>Differentiate a resident and nonresident alien.</li> <li>Determine income sources.</li> <li>Prepare Form 1040NR.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1956Advanced2Federal Tax Law Topic2019-11-05T05:00:00Z2019-11-07T05:00:00Z2019-11-21T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income Tax LawBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-11-05T18:00:00Z2019-11-07T14:00:00Z2019-11-21T05:00:00Z
WebinarHRA Tax Compliance Webinar<h3>Summary</h3> <p>Health reimbursement arrangements (HRAs) can be provided by employers to reimburse employees for out-of-pocket medical expenses, tax-free. However, the implementation of the Affordable Care Act (ACA) drastically changed the way HRAs are offered. In this webinar, you’ll learn the benefits of HRAs and what plan administrators must do to keep an HRA compliant with the ACA. We’ll also walk through options for small employers who still want to offer some health benefits.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the benefits and rules of establishing and operating an HRA.</li> <li>Identify how HRAs are affected by the ACA.</li> <li>Summarize the benefits and rules of establishing and operating a QSEHRA.</li> <li>Recognize which employers qualify for QSEHRAs.</li> <li>Identify how QSEHRAs are affected by the ACA.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1958Basic2Federal Tax Law Topic2019-11-12T05:00:00Z2019-11-14T05:00:00Z2019-11-28T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-11-12T18:00:00Z2019-11-14T14:00:00Z2019-11-28T05:00:00Z
WebinarTax Implications of Retirement Distributions Webinar<h3>Summary</h3> <p>Most employers offer some form of retirement plan to which employees may contribute. Many taxpayers also make contributions to traditional or Roth IRA accounts each year. Whichever the retirement savings vehicle they choose, there comes a time when contributions must be withdrawn, which can be anything but simple. This webinar will teach you to advise your clients of decisions based on their individual situations relating to the age at which they should withdraw, and the amount, along with tax implications of distributions and potential penalties for underwithdrawing. We’ll also review the rules that must be followed when a taxpayer inherits a retirement account.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize the difference between various retirement plans.</li> <li>Comprehend when taxpayers must take distributions from various retirement plans.</li> <li>Calculate how much the required minimum distribution must be.</li> <li>Summarize how to calculate, report, correct, and request a waiver for the penalty when a required minimum distribution is not taken.</li> <li>Identify the various distribution options for inherited retirement plans.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1960Basic2Federal Tax Law Topic2019-11-19T05:00:00Z2019-11-21T05:00:00Z2019-12-05T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-11-19T18:00:00Z2019-11-21T14:00:00Z2019-12-05T05:00:00Z
WebinarTax Treatment of Installment Sales Webinar<h3>Summary</h3> <p>An installment sale is an arrangement in which the seller allows the buyer to make payments over an extended period of time. Using this method, the seller may report the gain across several tax years, which has tax consequences. This webinar will review the requirements for a permitted installment method, its tax implications and reporting process.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for an installment sale.</li> <li>Evaluate the effect of an installment sale.</li> <li>Correctly report an installment sale.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1962Basic2Federal Tax Law Topic2019-12-03T05:00:00Z2019-12-05T05:00:00Z2019-12-19T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-03T18:00:00Z2019-12-05T14:00:00Z2019-12-19T05:00:00Z
WebinarYear-End Tax Reporting Webinar<h3>Summary</h3> <p>At the end of each year, information documents such as W-2s and Forms 1099-MISCs must be filed. This webinar will review exactly which forms need to be filed, their various due dates applicable to the taxpayer, the IRS and the Social Security Administration. This webinar will also explain how to file corrected forms, the penalties for late filing and how to determine whether the forms must be paper-filed or e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect information documents.</li> <li>Identify due dates for information documents.</li> <li>Calculate penalties for late or missed filing of information documents.</li> <li>Correctly file information forms.</li> </ul> <h3>Course Details</h3> <p>Our researchers will answer your questions during the presentation. This webinar includes the presentation slides, Attendee Top Questions and access to the webinar recording.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z2019-02-15T05:00:00Z2019-02-15T05:00:00Z0N/AWEB1966Basic2Federal Tax Law Topic2019-12-17T06:00:00Z2019-12-18T06:00:00Z2020-01-01T06:00:00ZGroup Internet BasedPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-12-17T18:00:00Z2019-12-18T14:00:00Z2020-01-02T05:00:00Z
On-Demand WebinarReporting Investment Income for Individuals On-Demand Webinar<h3>Summary</h3> <p>Taxpayers have a variety of investment opportunities, but reporting and taxing the activity isn’t always straightforward. This webinar will teach you how to properly report investment activity reported on Consolidated Form 1099. You’ll also learn the differences between covered and non-covered securities and their reporting requirements. At the end, we’ll complete case studies to offer hands-on experience in outlining the treatment of investment income by preparing Form 8949 and Schedule D.</p> <iframe src="https://fast.wistia.net/embed/iframe/80po4spycg" title="Net Investment Income Tax 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>Identify and summarize the reporting requirements for various components of a Consolidated Form 1099.</li> <li>Calculate capital gains and losses.</li> <li>Differentiate between short-term and long-term gains and losses.</li> <li>Distinguish between covered and noncovered securities.</li> <li>Review Form 8949 and Schedule D. </li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1907Basic2Federal Tax Law Topic2019-05-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarPreparing Nonprofit Form 990 On-Demand Webinar<h3>Summary</h3> <p>Form 990, <i>Return of Organization Exempt from Income Tax</i>, can be a challenge due to its length and questions about an organization’s purpose and governance. However, properly completing Form 990 is critical to making sure the tax-exempt status is preserved and any potential issues are avoided. This webinar will teach you to accurately complete Form 990 to protect your client's tax-exempt status, to calculate functional expenses and to identify additional required schedules.</p> <iframe src="https://fast.wistia.net/embed/iframe/ywwiy92fgo" title="Form 990-EZ 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>Outline the reporting requirements for program service accomplishments.</li> <li>Identify the schedules required for Form 990 and Form 990T reporting for clients at the tax desk.</li> <li>Report statements of revenue for Form 990 and Form 990T taxpayers.</li> <li>Calculate functional expenses for Form 990 and Form 990T taxpayers.</li> <li>Prepare the balance sheet for Form 990 and Form 990T taxpayers.</li> <li>Complete Form 990, <i>Return of Organization Exempt from Income Tax</i>.</li> <li>Complete Form 990T, <i>Exempt Organization Business Income Tax Return</i>.</li> </ul> <h3>Course Details</h3> This course includes: <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1908Intermediate2Federal Tax Law Topic2019-05-23T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarUnderstanding Employee vs. Contractor Designation On-Demand Webinar<h3>Summary</h3> <p>In this webinar, we’ll discuss the differences between independent contractors and employees, learn how to correct a misclassification of an employee and apply the theory of independent contractor vs. employee to various occupations. Misclassification of workers is something the IRS watches closely, so it’s critical to have your clients properly identified.</p> <iframe src="https://fast.wistia.net/embed/iframe/ykxtyzzupf" title="Classification 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>Distinguish between an independent contractor and an employee.</li> <li>Calculate penalties for misclassifying workers.</li> <li>Identify when to use Form SS-8, <i>Determination of Worker Status for Purposes of Federal Employment Taxes and Income Tax Withholding</i>.</li> <li>Apply rules to taxpayers in various specialty occupations.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1910Intermediate2Federal Tax Law Topic2019-05-30T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxA.J. Reynolds, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarDisaster Tax Planning and Casualty Losses On-Demand Webinar<h3>Summary</h3> <p>2018 was a particularly tough year for some U.S. residents due to the number of federally-declared disasters that occurred. If you are preparing a return for a client who lived through one of these disasters, there are special steps you might take to claim a casualty loss. This webinar will review everything you need to know to correctly report a casualty loss as well as what you can do to prepare your office and how to reopen after a disaster.</p> <iframe src="https://fast.wistia.net/embed/iframe/e5gxgixs7d" title="Casualty Losses 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>Prepare your office in case of a disaster.</li> <li>Outline the steps needed to reopen your office after a disaster.</li> <li>Outline the rules for claiming a casualty loss.</li> <li>Report a casualty loss.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1912Basic2Federal Tax Law Topic2019-06-06T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarS Corporations Formation and Basis On-Demand Webinar<h3>Summary</h3> <p>This is the first of a three-part webinar series about the creation, taxation and liquidation of S corporations. In this session, we will review the requirements for electing S status, eligible shareholders, basic taxation and initial shareholder basis. You’ll learn to prepare Form 2553 to make the S election and we’ll finish by completing a simple form 1120S for an S corporation.</p> <iframe src="https://fast.wistia.net/embed/iframe/xe4svldx71" title="Unique Features of S Corporations 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>Identify the requirements for an S corporation.</li> <li>Outline the taxation of an S corporation.</li> <li>Calculate initial basis of an S corporation.</li> <li>Prepare Form 2553 to make the S election.</li> <li>Prepare a simple Form 1120S for an S corporation.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1915Basic2Federal Tax Law Topic2019-06-19T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarReal Estate Professional Tax Rules On-Demand Webinar<h3>Summary</h3> <p>Real estate investment is becoming a popular pastime for some taxpayers, which means tax professionals will be required to learn more about passive activity loss limitations for rental property income. This webinar will teach you how to determine if your client can be classified as a real estate professional and the related implications of the classification.</p> <iframe src="https://fast.wistia.net/embed/iframe/45b9owaa4p" title="Passive Losses 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>Apply passive activity loss limitations for rental property.</li> <li>Identify the qualifications of a real estate professional.</li> <li>Outline the requirements for material participation.</li> <li>Outline how to group activities and potential pitfalls to the election.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1916Intermediate2Federal Tax Law Topic2019-06-27T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarDepreciation Basics On-Demand Webinar<h3>Summary</h3> <p>Depreciation can be a difficult concept to fully understand, especially when completing 2018 returns. It comes into play when completing returns for clients who own property such as commercial or business real estate. This webinar will teach you the basic concepts of depreciation, including asset class life, different conventions, methods and types of additional depreciation options.</p> <iframe src="https://fast.wistia.net/embed/iframe/x3mgu2i6fg" title="Class Lives 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>Outline the basic concepts of depreciation.</li> <li>Identify the different class lives of assets.</li> <li>Identify the different methods of depreciation.</li> <li>Identify the different conventions of depreciation.</li> <li>Apply the correct method and convention for an asset.</li> <li>Correctly calculate depreciation for a variety of assets.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1917Basic2Federal Tax Law Topic2019-07-02T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarSection 754 Election Mechanics On-Demand Webinar<h3>Summary</h3> <p>When a new partner enters a business by purchasing partnership interest or inheriting it, a §754 election may be made to mitigate the departing partner’s tax consequences of selling the partnership. This election can be complex and many tax practitioners are unaware of the election’s potential value. This webinar will review the pros and cons of making the election, teach you how to calculate basis adjustments required by the election and how to properly report the election to the partner and on the partner’s return.</p> <iframe src="https://fast.wistia.net/embed/iframe/x3mgu2i6fg" title="Class Lives 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>Identify what a §754 election is.</li> <li>Summarize the pros and cons to making the election.</li> <li>Identify how to properly make the election.</li> <li>Calculate basis adjustments required by the §754 election.</li> <li>Summarize properly reporting the §754 election to the partner.</li> <li>Summarize properly reporting the §754 election on the partner's return.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1918Advanced2Federal Tax Law Topic2019-07-11T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesUnderstanding of partnershipsLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarS Corporation Operations and Tax Reporting On-Demand Webinar<h3>Summary</h3> <p>This webinar is the second in a three-part series covering the creation, taxation and liquidation of an S corporation. In this intermediate session, we'll review the definition of an S corporation, identify the changes in basis, learn the differences between stock and debt basis, analyze the effects of contributions and distributions, and complete Form 1120S.</p> <iframe src="https://fast.wistia.net/embed/iframe/fvxt2h120i" title="Income Items 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>Identify the effects of converting to an S corporation from other entity types.</li> <li>Identify changes in basis.</li> <li>Compare and contrast stock basis and debt basis.</li> <li>Analyze the effects of contributions and distributions.</li> <li>Outline the effects of involuntary terminations.</li> <li>Complete Form 1120S.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1919Intermediate2Federal Tax Law Topic2019-07-25T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
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, you’ll learn about the various options available to your clients such as utilizing ABLE accounts and qualified disability trusts to provide for the future needs of their family members.</p> <iframe src="https://fast.wistia.net/embed/iframe/mu2mpmldnu" title="ABLE Accounts 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>Outline the taxability of ABLE accounts.</li> <li>Outline the taxablility of legal settlements.</li> <li>Outline the requirements of a qualified disability trust.</li> <li>Assess the reporting required for ABLE accounts.</li> <li>Analyze a Form 1041 for a qualified disability trust.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1920Intermediate1Federal Tax Law Topic2019-08-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarBonus Depreciation Rules and Section 179 On-Demand Webinar<h3>Summary</h3> <p>Bonus depreciation and Section 179 expensing allow taxpayers to write off costs for purchasing assets such as property for their trade or business. This webinar will teach you how to determine what assets are eligible, how to make the election and will review limitations for both. We will also discuss tax implications of selling assets or converting them to personal use property from business property. By the end, you’ll be able to help predict when depreciation recapture may impact your client.</p> <iframe src="https://fast.wistia.net/embed/iframe/7jcheimllq" title="Sec 179 vs. Bonus 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>Define bonus depreciation and Section 179 expensing.</li> <li>Identify limitations regarding bonus depreciation and Section 179 expensing.</li> <li>Determine what assets are eligible for bonus depreciation.</li> <li>Determine what assets are eligible for Section 179 expensing.</li> <li>Recognize the reporting requirements for both bonus depreciation and Section 179 expensing.</li> <li>Predict when depreciation recapture may impact your client.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1921Basic2Federal Tax Law Topic2019-08-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO%27Saben%2cEA%2cCFP.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarS Corporation Quirks and Liquidation On-Demand Webinar<h3>Summary</h3> <p>This is the third of a three-part webinar series about the creation, taxation and liquidation of S corporations. This final session will review tax impacts of liquidation and the effects of a change in stock ownership. We’ll teach you how to complete Schedules L, M-1, M-2, and K-1.</p> <iframe src="https://fast.wistia.net/embed/iframe/krvo9hzijt" title="Sect. 1244 Stock 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>Outline the effects of a liquidation.</li> <li>Complete Schedules L, M-1, and M-2.</li> <li>Identify the effects of a change in stock ownership.</li> <li>Identify the quirks of S corporations.</li> <li>Recognize the effects of an involuntary termination of S status.</li> <li>Complete Form 1120S and the shareholder's Schedule K-1.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1922Advanced2Federal Tax Law Topic2019-08-22T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesUnderstanding of S Corporation TaxationJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarCompleting Form 1041 for Estates On-Demand Webinar<h3>Summary</h3> <p>Estates have unique accounting and filing requirements. In this course, we will review filing requirements, income and expenses, as well as financial accounting income and distributable net income (DNI) for estates. At the end of this session we will walk through completing Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>, so you can help your clients with their estate needs.</p> <iframe src="https://fast.wistia.net/embed/iframe/24pwqnohp7" title="Deductions 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>Identify the filing requirements for a final Form 1040.</li> <li>Report income and expenses on a final Form 1040.</li> <li>Identify the income filing requirements for estates.</li> <li>Report income and expenses of estates.</li> <li>Complete a final Form 1040 for a decedent.</li> <li>Complete Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1923Basic2Federal Tax Law Topic2019-08-29T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Reform NOL Changes On-Demand Webinar<h3>Summary</h3> <p>The goal of every business owner is to make a profit, but sometimes losses do occur. As a tax professional, you must know how to handle net operating losses (NOLs) when this happens. Not all business losses result in NOLs at the individual taxpayer level, but you need to know what qualifies as a NOL and how to properly calculate and report it. We’ll also review new options taxpayers have under the <i>Tax Cuts and Jobs Act</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/sn1xotq987" title="Business Vs Nonbusiness Example 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>Identify if a business or individual has incurred an NOL.</li> <li>Calculate the amount of the NOL.</li> <li>Identify how to report the NOL properly.</li> <li>Compare and contrast the rules prior to and after the TCJA.</li> <li>Recognize when an NOL can be carried back under the TCJA rules.</li> <li>Compute the NOL deduction for each taxpayer when there is a filing status change.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1924Intermediate2Federal Tax Law Topic2019-09-04T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarCompleting Estate and Gift Tax Returns On-Demand Webinar<h3>Summary</h3> <p>There have been many changes to the estate and gift tax requirements over the last few years. Are you current on all of the updated information? This webinar will review each Forms 706 and 709, and their accompanying rules associated with completing a client’s tax return. We’ll also identify a few ways to minimize estate and gift tax due to save your clients money.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the filing requirements for Form 706.</li> <li>Outline the filing requirements for Form 709.</li> <li>Complete Form 706.</li> <li>Complete Form 709.</li> <li>Identify ways to minimize estate and gift tax due.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1925Basic2Federal Tax Law Topic2019-09-12T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Implications of Divorce On-Demand Webinar<h3>Summary</h3> <p>You may discover that your clients going through a divorce need a little extra attention when it comes time to prepare their tax return. Besides trying to determine whether payment is alimony or child support, you’ll need to know which taxpayer can claim an exemption for a child. You’ll also need to know if they still qualify for a Section 121 exclusion should one spouse move out. This webinar will address the issues your clients may face 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 which parent is the custodial parent.</li> <li>Summarize tax credits and benefits available to noncustodial and custodial parents.</li> <li>Describe tax treatment of property settlements of divorced clients.</li> <li>Determine if a payment is considered alimony.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1926Basic2Federal Tax Law Topic2019-10-03T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarForeign Tax Credit and Exclusion for U.S. Expats On-Demand Webinar<h3>Summary</h3> <p>As taxpayers increasingly live and work abroad, there is more opportunity for double taxation as U.S. taxpayers are taxed on their worldwide income. There are tax advantages available to mitigate this risk, which we will review in this webinar. You’ll learn to properly and accurately complete Form 2555, <i>Foreign Earned Income</i>, to exclude foreign earned income and Form 1116, <i>Foreign Tax Credit</i>, to calculate the foreign tax credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize if a taxpayer qualifies for the foreign earned income exclusion and the foreign housing deduction or exclusion.</li> <li>Recognize if a taxpayer qualifies for the foreign tax credit or deduction. </li> <li>Identify social security issues and self-employment issues related to working abroad.</li> <li>Analyze Form 2555 to determine the appropriate foreign income exclusion for the taxpayer.</li> <li>Evaluate Form 1116 to determine the appropriate foreign tax credit for the taxpayer.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1927Intermediate2Federal Tax Law Topic2019-10-17T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarCalculating the Adoption Credit On-Demand Webinar<h3>Summary</h3> <p>Adoption is a wonderful way for people to expand and complete their families. Families who adopt can claim the adoption tax credit when filing a return to help offset the costs. This webinar will outline requirements of taxpayers to take the credit, teach you how to correctly calculate the adoption credit, and define special needs adoptions and the difference in calculating the credit.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the requirements for taxpayers to take the adoption credit.</li> <li>Define special needs adoptions and the difference in calculating the credit.</li> <li>Calculate the adoption credit.</li> <li>Complete tax returns for taxpayers who take the adoption credit.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1928Basic1Federal Tax Law Topic2019-10-24T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarRetirement Plans for Self-Employed Taxpayers On-Demand Webinar<h3>Summary</h3> <p>Many taxpayers opt to be their own bosses instead of working for someone else. It’s an appealing option to set your own schedule and make all of the business decisions! However, this puts them in the position of providing “employee benefits” such as retirement plans for themselves and any other employees. Self-employed taxpayers have several retirement plan options such as a Simplified Employee Pension Plan (SEP), Savings Incentive Match Plan for Employees (SIMPLE) and 401K plans. We’ll review the pros and cons of each plan to determine which is the best option for yourself or your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the features of SEPs, SIMPLE IRAs, and §401(k) plans.</li> <li>Calculate the maximum annual contribution for various types of retirement plans.</li> <li>Compute the deduction for various types of retirement plan contributions.</li> <li>Identify the employer’s responsibility for maintaining and funding retirement plans.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1930Basic2Federal Tax Law Topic2019-11-14T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarComplete and File Form 1040-NR On-Demand Webinar<h3>Summary</h3> <p>A Form 1040-NR is required for filing taxes for a nonresident U.S. client. U.S. demographics are changing significantly and are assumed to continue to do so, making it critical you understand how to complete and file this form. 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>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Review Form 1040NR.</li> <li>Assess whether your client needs to file Form 1040NR.</li> <li>Differentiate a resident and nonresident alien.</li> <li>Determine income sources.</li> <li>Prepare Form 1040NR.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZKnowledge of Federal Income Tax Law2019-02-15T05:00:00Z0N/AODW1931Advanced2Federal Tax Law Topic2019-11-21T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesFederal Income Tax LawBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarHRA Tax Compliance On-Demand Webinar<h3>Summary</h3> <p>Health reimbursement arrangements (HRAs) can be provided by employers to reimburse employees for out-of-pocket medical expenses, tax-free. However, the implementation of the Affordable Care Act (ACA) drastically changed the way HRAs are offered. In this webinar, you’ll learn the benefits of HRAs and what plan administrators must do to keep an HRA compliant with the ACA. We’ll also walk through options for small employers who still want to offer some health benefits.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the benefits and rules of establishing and operating an HRA.</li> <li>Identify how HRAs are affected by the ACA.</li> <li>Summarize the benefits and rules of establishing and operating a QSEHRA.</li> <li>Recognize which employers qualify for QSEHRAs.</li> <li>Identify how QSEHRAs are affected by the ACA.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1932Basic2Federal Tax Law Topic2019-11-28T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Implications of Retirement Distributions On-Demand Webinar<h3>Summary</h3> <p>Most employers offer some form of retirement plan to which employees may contribute. Many taxpayers also make contributions to traditional or Roth IRA accounts each year. Whichever the retirement savings vehicle they choose, there comes a time when contributions must be withdrawn, which can be anything but simple. This webinar will teach you to advise your clients of decisions based on their individual situations relating to the age at which they should withdraw, and the amount, along with tax implications of distributions and potential penalties for underwithdrawing. We’ll also review the rules that must be followed when a taxpayer inherits a retirement account.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Recognize the difference between various retirement plans.</li> <li>Comprehend when taxpayers must take distributions from various retirement plans.</li> <li>Calculate how much the required minimum distribution must be.</li> <li>Summarize how to calculate, report, correct, and request a waiver for the penalty when a required minimum distribution is not taken.</li> <li>Identify the various distribution options for inherited retirement plans.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1933Basic2Federal Tax Law Topic2019-12-05T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarTax Treatment of Installment Sales Webinar<h3>Summary</h3> <p>An installment sale is an arrangement in which the seller allows the buyer to make payments over an extended period of time. Using this method, the seller may report the gain across several tax years, which has tax consequences. This webinar will review the requirements for a permitted installment method, its tax implications and reporting process.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for an installment sale.</li> <li>Evaluate the effect of an installment sale.</li> <li>Correctly report an installment sale.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1934Basic2Federal Tax Law Topic2019-12-19T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarYear-End Tax Reporting Webinar<h3>Summary</h3> <p>At the end of each year, information documents such as W-2s and Forms 1099-MISCs must be filed. This webinar will review exactly which forms need to be filed, their various due dates applicable to the taxpayer, the IRS and the Social Security Administration. This webinar will also explain how to file corrected forms, the penalties for late filing and how to determine whether the forms must be paper-filed or e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect information documents.</li> <li>Identify due dates for information documents.</li> <li>Calculate penalties for late or missed filing of information documents.</li> <li>Correctly file information forms.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00ZODW19362020-01-02T05:00:00ZPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $80Kathy Morgan, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Kathryn-Morgan.aspx2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2021-01-01T05:00:00Z
On-Demand WebinarTax Liens 101: Everything a Practitioner Needs to Know About Tax Liens On-Demand Webinar<h3>Summary</h3> <p>This program will cover the mechanics of tax liens and what practitioners can do to help their client deal with the tax lien.&nbsp; The program will cover priority issues with federal tax liens, and having tax liens withdrawn, subordinated, or getting property discharged from the tax lien.&nbsp; It will also include case studies and sample letters for practitioners to use.</p> <iframe src="https://fast.wistia.net/embed/iframe/prqpewk4dl" title="Lien Subordination 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>Describe how a tax lien works when a tax debt is owed.</li> <li>Explain how to have the IRS release an asset from its lien.</li> <li>Identify when and how the IRS will agree to subordinate its lien to other creditors.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1909Basic2Federal Tax Law Topic2019-05-22T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneEric L. Green, ESQFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarThe Accountant's Role in Criminal Tax Cases On-Demand Webinar<h3>Summary</h3> <p>When clients find themselves the target of an IRS criminal investigation, most taxpayers suddenly realize they need an attorney.&nbsp; However, one of the key players in defending the taxpayer will be the accountant who works in the background to help the defense recreate expenses, attack overzealous numbers from the IRS criminal investigation, and act as experts for the criminal defense.&nbsp; This program will explain the key roles played by accountants, the role of tax loss calculations in the case, what exactly a “Kovel Accountant” is, and why many accountants realize that criminal cases are not only fascinating to work on but can be extremely lucrative engagements.</p> <iframe src="https://fast.wistia.net/embed/iframe/02z8kygk49" title="Tax Loss Guidelines 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>Explain the criminal tax process.</li> <li>Describe the role that tax loss calculations play in the criminal tax case.</li> <li>Identify opportunities for records reconstruction.</li> <li>Understand how the "Kovel" relationship works and when it is applicable.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1911Intermediate2Federal Tax Law Topic2019-05-29T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarPenalty Abatement On-Demand Webinar<h3>Summary</h3> <p>During this webinar, attorney Eric Green will walk you through the various options when it comes to seeking penalty abatement, including “First-Time” abatement, building and documenting a reasonable cause argument, and utilizing leverage during an audit or appeal to negotiate the penalties.</p> <iframe src="https://fast.wistia.net/embed/iframe/lhryyhoqke" title="Defenses 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>Explain the various types of penalties.</li> <li>Describe the options for having penalties abated.</li> <li>Explain the mechanics of seeking penalty abatement with the IRS.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00Z0N/AODW1913Intermediate1Federal Tax Law Topic2019-06-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxEric L. Green, ESQFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192021-01-01T05:00:00Z
On-Demand WebinarYear-End Information Reporting - 2018 Filing Season<h3>Summary</h3> <p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA, and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what information documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p> <p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns, and whether or not the forms can be paper filed or must be e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect information documents.Analyze and summarize any new tax laws and provide some tax tips to your clients.</li> <li>Identify due dates for information documents.Comply with expanded due diligence requirements for the child tax credit and American opportunity tax credit.</li> <li>Calculate penalties for late or missed filing of information documents.</li> <li>Correctly file information forms.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2018-01-30T05:00:00Z0N/AODW1802Basic2Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarMake the Client Interview Count<h3>Summary</h3> <p>Every tax season, you meet with clients to gather up their data to prepare their tax returns. Something you should be doing during these meetings is providing clients with valuable tax advice. After all, this is what keeps them coming back year after year.</p> <p>Register today for our Make the Client Interview Count webinar, which discusses simple pieces of guidance that will be very helpful, useful, and impactful to your clients as you meet with them this tax season. Remember—client interviews are your chance to shine, so make them count!</p> <iframe src="https://fast.wistia.net/embed/iframe/j4ciob2uxf" title="Wistia video player" 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>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Correctly analyze the effects of contributing to an IRA.</li> <li>Correctly analyze the effects of contributing to an HSA.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Advise clients about steps that they can take throughout the year to minimize their taxes.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2018-01-30T05:00:00Z0N/AODW1803Basic1Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Cuts and Jobs Act First Glance<h3>Summary</h3> <p>The new tax law is here! Take this webinar to find out what is in the final law, and how to take advantage of planning opportunities before year-end.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the major components of the Tax Cuts and Jobs Act.</li> <li>Identify planning opportunities to take advantage of the new laws.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides and supplemental material.</p>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2017-12-22T05:00:00Z0N/AODW1804Update0Federal Tax Law Update2017-12-22T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $800Federal Tax Law Update00TaxesNoneCindy Hockenberry and Kate GoadFederal Tax Law UpdateNO CPEon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Cuts and Jobs Act Extended Summary<h3>Summary</h3> <p>The Tax Cuts and Jobs Act was signed by the president in late 2017, with many provisions already in effect. There will inevitably be many clarifications, rulings, and regulations in the near future, however, planning starts today! Attend this course to learn about the law from the perspective of a practicing CPA and analyze some key elements of the bill, especially one that impacts nearly every small business, the 20% deduction for qualified business income.</p> <iframe src="https://fast.wistia.net/embed/iframe/8dqyzcy5pi" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="400"></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 planning opportunities for the average taxpayer to take advantage of the new laws.</li> <li>Identify some common winners and losers under the Tax Cuts and Jobs Act using real life scenarios.</li> <li>Calculate the new 20% deduction for qualified business income under §199A.</li> <li>Properly select the entity type for tax purposes under the new tax law.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions and live webinar recording with review questions. CPE is issued after exam is successfully completed.</p>2018-01-09T05:00:00Z2019-12-31T05:00:00ZNone2018-01-09T05:00:00Z0N/AODW1806Update2Federal Tax Law Update2018-01-25T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Federal Tax Law Update22TaxesBasic knowledge of federal tax law. Tax Cuts and Jobs Act First glance strongly recommended but not required.Genaro Cardaropoli, CPAFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z

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