​​​​Tax Webinar of Choice

Professional members receive one live or on-demand 1 or 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 On-Demand 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>2019-08-02T05:00:00Z2019-12-31T05:00:00ZNone2019-08-02T05:00:00ZBPEODW1903Intermediate0Federal Tax Law Topic0N/A2019-09-12T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmembers: Not Available0Federal Tax Law Topic00TaxesNoneWilliam Hamilton and Chris BasomFederal Tax Law Topic0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019September2020-12-31T06:00:00Z100 Minutesyesnoyesyes
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><iframe src="https://fast.wistia.net/embed/iframe/spplwje6nq" title="Gain and Loss 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>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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1929Intermediate2Federal Tax Law Topic0N/A2019-11-06T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019November2021-01-01T05:00:00Z100 MinutesAvailable November 2019yesnoyesno
Live WebinarChanging Accounting Methods Using Form 3115 Webinar<h3>Summary</h3> <p>When your clients have accounting method questions, they’ll often turn to you. The <i>Tax Cuts and Jobs Act (TCJA)</i> added several provisions that could require a change in accounting methods, such as expanding the availability of the cash method and exempting small businesses from the requirement to maintain inventory. In addition, claiming missed depreciation can be considered an accounting method change. This webinar covers properly reporting accounting method changes to the IRS and how to complete Form 3115.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify accounting method changes</li> <li>Summarize the accounting method changes eligible small businesses can make under the TCJA</li> <li>Determine when Form 3115 must be filed or if an amended return can be filed</li> <li>Distinguish between automatic and non-automatic accounting method changes</li> <li>Compute the §481(a) adjustment and claim in the appropriate year(s)</li> <li>Complete Form 3115 to claim missed depreciation</li> <li>Prepare Form 3115 for a small business taxpayer changing from the accrual method to the cash method using the reduced filing requirement in Rev. Proc. 2018-40</li> <li>Determine how to handle inventory when a small business taxpayer uses the cash method</li> </ul> <h3>Course Details</h3> <p>Subject matter experts will answer your questions during the presentation. We make every effort to answer as many questions as possible during the webinar but we may not be able to directly address every question.</p> <p>This webinar includes the presentation slides, attendee top questions and access to the webinar recording.</p>2020-03-18T05:00:00Z2020-12-08T06:00:00ZNone2020-03-18T05:00:00Z2020-03-18T05:00:00Z2020-03-20T05:00:00ZWEB2036Intermediate2Federal Tax Law Topic0N/A2020-12-08T06:00:00Z2020-12-09T06:00:00Z2020-03-20T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesKnowledge of Business Income TaxLaura Strombom, EA, MBA, NTPI FellowFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar2020December2020-12-08T06:00:00Z2020-12-09T06:00:00Z2020-12-09T06:00:00Z100 minutesTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTTuesday, December 8, 2:00 p.m. - 4:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTWednesday, December 9, 10:00 a.m. - 12:00 p.m. CTPre-order on-demand webinarPre-order on-demand webinarPre-order on-demand webinaryesnoyesno
On-Demand WebinarTax Reporting of Gig and Sharing Economy Income On-Demand Webinar<h3>Summary</h3> <p>The sharing and gig economy is rapidly evolving and changing how people commute, travel, rent, vacation and provide services using online platforms, including smartphone apps. These types of jobs also make for more employment opportunities among U.S. taxpayers as most are at-will involvement. It is not uncommon to see more than one gig listed as sources of income when you examine your clients’ financials. This webinar looks at several of these income sources and how to report them properly on the taxpayer’s tax return.</p><iframe src="https://fast.wistia.net/embed/iframe/99rxpwimp5" title="Hobby vs. Business 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>Correctly report income from shared economy businesses</li> <li>Correctly report independent contractor income</li> <li>Correctly report rental income versus vacation home income</li> <li>Identify expenses related to shared economy businesses</li> <li>Calculate vehicle expenses for shared economy businesses</li> <li>Calculate home office expenses for shared economy businesses</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p>2020-03-16T05:00:00Z2021-11-30T06:00:00ZFederal Tax Law Topic2020-03-16T05:00:00ZODW2011Basic2Federal Tax Law Topic0N/A2020-03-16T05:00:00ZQAS Self StudyPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesCheryl Morse, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020May2021-12-30T06:00:00Z100 minutesyesnoyesno
On-Demand WebinarTax Rules of Lump-Sum Social Security Benefits On-Demand Webinar<h3>Summary</h3> <p>Your client was approved for Social Security disability benefits and received a large lump-sum payment for multiple years of benefits. This scenario is quite common and tax pros need to know how this impacts tax reporting. Your clients who are already receiving Social Security disability benefits rely on you to help them make the best financial decisions because every cent counts! In this webinar, you’ll learn the tax implications and how to navigate this scenario, so the taxpayer does not pay more taxes than legitimately required.</p><iframe src="https://fast.wistia.net/embed/iframe/m3amlwon77" title="Lump-Sum Election Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the general rules for calculating taxable Social Security benefits</li> <li>Analyze options for when to make the lump-sum election</li> <li>Prepare IRS Pub 915 worksheets to calculate taxable Social Security benefits</li> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p>2020-03-17T05:00:00Z2021-12-30T06:00:00ZFederal Tax Law Topic2020-03-17T05:00:00ZODW2016Intermediate1Federal Tax Law Topic0N/A2020-03-17T05:00:00ZQAS Self StudyPremium: $0 | Professional: $32 | Basic: $40 | Nonmember: $421Federal Tax Law Topic11TaxesKnowledge of retirement income taxSara LeoneFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020June2021-12-30T06:00:00Z50 minutesyesnoyesno
On-Demand WebinarPerforming Effective Client Interviews On-Demand Webinar<h3>Summary</h3> <p>Have you ever had clients who seem to have special circumstances for every financial situation? Your clients’ financial decisions throughout the year can affect your job as their trusted tax professional. In this practical webinar, learn about client interview tips to draw out all the needed information and see how the puzzle pieces all fit together. This will help you complete a full assessment of your client and how much time their return may require.</p><iframe src="https://fast.wistia.net/embed/iframe/dp1ughueaz" title="Home Office Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the communication with taxpayers and how it relates to the accuracy of their return</li> <li>Identify potential information that could be incomplete, inconsistent or incorrect</li> <li>Illustrate how a skilled tax professional extracts information using an effective interview worksheet</li> <li>Identify potential pitfalls and the need to modify the current worksheet as needed</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p>2020-03-16T05:00:00Z2021-12-30T06:00:00ZFederal Tax Law Topic2020-03-16T05:00:00ZODW2015Basic2Federal Tax Law Topic0N/A2020-03-16T05:00:00ZQAS Self StudyPremium: $0 | Professional: $63 | Basic: $80 | Nonmembers: $842Federal Tax Law Topic22TaxesJared FoosFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020June2021-12-30T06:00:00Z100 minutesyesnoyesno
On-Demand WebinarNet Operating Losses On-Demand Webinar<h3>Summary</h3> <p>The <i>Tax Cuts and Jobs Act</i> (TCJA) eliminated net operating loss (NOL) carryback provisions for most taxpayers. To get more funds in the hands of taxpayers with businesses, the CARES Act essentially reversed the TCJA decision and added a longer five-year carryback period. Attend this webinar to learn how to identify which clients can make the most of the new NOL provisions.</p><iframe src="https://fast.wistia.net/embed/iframe/ug3o7o686x" title="Introduction 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>Determine if an NOL exists</li> <li>Complete Form 1045 following the requirements of Rev. Proc 2020-24</li> <li>Make an election to waive an NOL carryback for tax years beginning after Dec. 31, 2017, and before Jan. 1, 2020</li> <li>Amend prior year returns for an NOL carryback</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p>2020-04-16T05:00:00Z2021-12-30T06:00:00ZFederal Tax Law Update2020-04-16T05:00:00ZODW2051Update2Federal Tax Law Update0NA2020-04-16T05:00:00ZQAS Self Study2Federal Tax Law Update22TaxesRandy Lawshé, EAFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020May2021-12-30T06:00:00Z100 minutes8084063yesnoyesno
On-Demand WebinarEmployee Retention Credit & Form 7200 On-Demand Webinar<h3>Summary</h3> <p>The CARES Act provides a refundable payroll retention credit to employers to help them during the COVID-19 pandemic. This webinar will help you discuss this credit with your clients as a possible solution (or even use it in your own office). Remember, you can only choose one CARES Act option, including the Payroll Retention Credit, Paycheck Protection Program loan with possible forgiveness or deferring payroll taxes.</p><iframe src="https://fast.wistia.net/embed/iframe/r410tedd10" title="Introduction 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 what the payroll retention credit is</li> <li>Discuss qualified wages and the maximum employee credit available for all quarters</li> <li>Calculate the maximum payroll retention credit available for the employer</li> <li>Determine how much the employer can take as a credit from Social Security taxes withheld</li> <li>Use the Form 7200 to obtain an advance credit of the rest of the payroll retention credit in addition to Social Security taxes withheld</li> </ul> <h3>Course Details</h3> <p>This on-demand webinar includes the presentation slides, exam questions, recording of the webinar broadcast with review questions, and attendee top questions. CPE is issued after exam is successfully completed.</p> 2020-04-16T05:00:00Z2021-12-30T06:00:00ZNone2020-04-16T05:00:00ZODW2050Update1Federal Tax Law Update0NA2020-04-16T05:00:00ZQAS Self Study1Federal Tax Law Update11TaxesKnowledge or experience with federal income taxKate GoadFederal Tax Law Update1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020May2021-12-30T06:00:00Z50 minutes4042032yesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1907Basic2Federal Tax Law Topic0N/A2019-05-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019May2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1908Intermediate2Federal Tax Law Topic0N/A2019-05-23T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019May2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1910Intermediate2Federal Tax Law Topic0N/A2019-05-30T04:00:00ZQAS 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 webinar2019May2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1912Basic2Federal Tax Law Topic0N/A2019-06-06T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019June2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1914Intermediate2Federal Tax Law Topic0N/A2019-06-13T04:00:00ZQAS 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 webinar2019June2021-01-01T05:00:00Z100 MinutesAvailable June 2019yesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1915Basic2Federal Tax Law Topic0N/A2019-06-19T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019June2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1916Intermediate2Federal Tax Law Topic0N/A2019-06-27T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019June2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1917Basic2Federal Tax Law Topic0N/A2019-07-02T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019July2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1918Advanced2Federal Tax Law Topic0N/A2019-07-11T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesUnderstanding of partnershipsLawrence Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019July2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1919Intermediate2Federal Tax Law Topic0N/A2019-07-25T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019July2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1920Intermediate1Federal Tax Law Topic0N/A2019-08-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxCheryl Morse, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019August2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1921Basic2Federal Tax Law Topic0N/A2019-08-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019August2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1922Advanced2Federal Tax Law Topic0N/A2019-08-22T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesUnderstanding of S Corporation TaxationJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019August2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1923Basic2Federal Tax Law Topic0N/A2019-08-29T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019August2021-01-01T05:00:00Z100 Minutesyesnoyesno
On-Demand Webinar199A and Real Estate On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Last year at conference, we covered QBI before all the hundreds of pages of new regulations. This year with one filing season behind us, we look at updating QBI on the 1040 after final and new proposed regulations; how the QBI worksheets worked in our first filing season; how the new 8995 and 8995A work; and how to plan for our clients after final regulations. The session focuses on how QBI impacts the client with real world examples.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Implement the new real estate regulations.</li> <li>Advise clients on entity choice.</li> <li>Review carryover of QBI losses and other carryovers.</li> <li>Analyze a flow-through adjustment.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1946Intermediate2Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of federal income taxationLarry Gray, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarBasis Reconstruction - Be a Detective On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Reconstruction of a taxpayer's basis in an S corp or partnership to comply with the new Schedule E requirements can be a daunting task. This course will present a process that may make that job a bit easier.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand how basis in a pass-through entity is first established.</li> <li>Understand how basis in a pass-through entity is affected by the activities of the entity and the shareholder or partner.</li> <li>Know the differences in basis calculations for an S corp and a partnership.</li> <li>Use a tracking worksheet to apply adjustments to the taxpayer's basis in a pass-through entity each year.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1947Intermediate2Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of federal income taxationJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarDecedent and Estate Tax On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>This course will present a definition of terms associated with the decedent, as well as §454 savings bonds, medical deductions and separating income between the decedent and the estate. You'll learn what forms are required and recommended to be filed, who can sign the decedent return when no estate is open, the significance of §754 step-up on decedent assets and what happens with the decedent's capital and net operating losses.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Assist heirs with questions and know what records are needed to complete the appropriate forms.</li> <li>Understand special rules that apply to decedents' returns.</li> <li>Understand the requirements of the final Form 1040 and 1041.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1948Overview1Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneA.J. Reynolds, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarDomestic Tax Issues for Nonresident Aliens On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>As more foreign citizens become subject to U.S. taxation, practitioners must be comfortable with the various issues that can arise, including determining residency for federal tax purposes, dual-status taxpayers, tax treatment of income and expenses for nonresident aliens, available elections and tax credits, administrative issues and departure filing requirements. This course will give you the information needed to address domestic tax issues for nonresident aliens, enabling you to serve this expanding client base.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine residency under the green card and substantial presence tests.</li> <li>Recognize and correctly report effectively connected income.</li> <li>Determine a nonresident alien’s U.S. filing requirements.</li> <li>Make appropriate entries on Form 1040-NR.</li> <li>Address issues specific to the NRA, including community property reporting, estate and gift tax rules, and state non-conformity.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1949Intermediate2Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of federal income taxationMonica HavenFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarExtracting Vital Information On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>The client interview worksheet is a vital tool to a successfully completed tax return. A skilled tax professional will construct the client interview worksheet covering specific categories such as additional income, foreign income, educational credits and many more. This course will provide hands-on help to pattern and outline your own taxpayer interview worksheet that will save you time, money and protect you ethically.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the communication with taxpayers and how it relates to the accuracy of their return.</li> <li>Identify potential information that could be incomplete, inconsistent or incorrect.</li> <li>Illustrate how a skilled tax professional extracts information using an effective interview worksheet.</li> <li>Recognize potential pitfalls and the need to modify the current worksheet as needed.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1950Intermediate2Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of federal income taxationMelinda Garvin and Jared FoosFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarHandling Illegal-Source Income on a Tax Return On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Not all of your clients make money in a legal profession. This course discusses the general tax law principles around illegal-source income, the impact on the federal tax return and the ethical issues involved for the practitioner.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the taxation of illegal-source income.</li> <li>Explain the allowable deductions available against illegal-source income.</li> <li>Describe the ethical issues surrounding preparing a return with illegal-source income.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1951Advanced1Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesPractical knowledge of federal income taxationThomas GorczynskiFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarPayroll Tax Train Wreck On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Payroll tax issues are the number one reason why small businesses get into tax trouble. This course will explain the process of resolving payroll tax debts for the business and protecting individuals from the trust fund recovery penalty.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the issues when a business is unable to pay its payroll taxes.</li> <li>Understand the application of §6672, trust fund recovery penalty.</li> <li>Identify opportunities to resolve the outstanding payroll tax debt.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1952Intermediate2Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of federal income taxationEric L. Green, ESQ.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarReverse Circular 230 On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Under Circular 230, practitioners have certain responsibilities to the IRS, but what about the IRS's responsibilities to the taxpayer? This course will explain the obligations of both the practitioner and the IRS, and how to complain when necessary.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the Circular 230 requirements for practitioners.</li> <li>Identify the Taxpayer Bill of Rights issues that often come up during cases with the IRS.</li> <li>Understand the role of TIGTA and when/how to complain about abuse by the IRS.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1953Advanced1Ethics0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Ethics11Regulatory EthicsPractical knowledge of federal income taxation and Circular 230Eric L. Green, ESQ.Ethics1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarS Corps - Balance Sheet to M-2 On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>How do retained earnings coordinate with the accumulated adjustments account (AAA) on the M-2? This course will demystify the M-2 and retained earnings from the balance sheet.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the purpose and use of the AAA.</li> <li>Review a basic financial statement to report it on Schedule L on Form 1120S.</li> <li>Distinguish between AAA and retained earnings.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1954Intermediate1Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of federal income taxationGenaro Cardaropoli, CPA, MPAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarSelf-Rental Limitations On-Demand Webinar<h3>Summary</h3> <p>National Conference in Chicago was a great success and we want to provide an opportunity to hear one of the more popular sessions from that event.</p><p>Self-rental remains one of the most commonly misunderstood tax issues. This course identifies allowable self-rental situations and explains the traps clients often encounter.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify self-rental.</li> <li>Recognize rent paid in lieu of reasonable compensation.</li> <li>Determine the tax treatment of income and loss from self-rental situations.</li> <li>Advise clients on proper self-rental reporting and recordkeeping.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and session recording with review questions. CPE is issued after exam is successfully completed.</p>2019-09-30T05:00:00Z2020-12-31T06:00:00ZNone2019-09-30T05:00:00ZODW1955Overview1Federal Tax Law Topic0N/A2019-10-01T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathryn KeaneFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Zyesnoyesno
On-Demand WebinarCybersecurity, Data Protection and Scams On-Demand Webinar<h3>Summary</h3> <p>This session was recorded at a recent NATP live event. </p> <p>This topic is very relevant in today’s tax practice. The way we share tax information today is very different than just 10 years ago. Everyone has a client who has gotten a call from the "IRS.” You may have gotten one yourself. Scammers are sending very realistic "IRS” letters to taxpayers. The threats are becoming more sophisticated daily. Think of the damage that can be done gathering multiple taxpayers’ data from one source, the tax professional. You may have already experienced a breach and not even be aware of it. Frightening? This webinar addresses scams, threats, prevention, data security requirements and steps to take in the aftermath of a breach. The smaller your firm is, the more imperative it is to attend.</p><iframe src="https://fast.wistia.net/embed/iframe/17c54edwdl" title="Scams 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>Recognize current tax scams.</li> <li>Be aware of IRS requirements for tax practice data security.</li> <li>Understand how to verify preparer/firm data.</li> <li>Become aware of possible threats to your firm.</li> <li>Assist clients who have been compromised.</li> <li>Format a response plan.</p> </ul> <h3>Course Details</h3> <p>This course includes presentation slides and exam questions to help you earn CPE. CPE is issued after the exam is successfully completed.</p> 2019-09-14T04:00:00Z2020-12-31T05:00:00ZNone2019-09-24T05:00:00ZBPEODW1904Basic2Federal Tax Law Topic0N/A2019-10-28T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T05:00:00Z100 minutesyesnoyesyes
On-Demand WebinarYear-End Tax Reporting On-Demand 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>2019-02-15T05:00:00Z2020-12-31T06:00:00ZNone2019-02-15T05:00:00ZODW1936Basic2Federal Tax Law Topic0N/A2020-01-01T06:00:00ZQAS Self-StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKathy Morgan, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019December 20192021-01-01T05:00:00Zyesnoyesno
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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1906Basic1Federal Tax Law Topic0N/A2019-05-08T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneEric L. Green, ESQ.Federal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019May2021-01-01T05:00:00Z50 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1909Basic2Federal Tax Law Topic0N/A2019-05-22T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneEric L. Green, ESQ.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019May2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1911Intermediate2Federal Tax Law Topic0N/A2019-05-29T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ.Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019May2021-01-01T05:00:00Z100 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1913Intermediate1Federal Tax Law Topic0N/A2019-06-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxEric L. Green, ESQ.Federal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019June2021-01-01T05:00:00Z50 Minutesyesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1924Intermediate2Federal Tax Law Topic0N/A2019-09-04T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Lawshé, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019September2021-01-01T05:00:00Z100 MinutesAvailable September 2019yesnoyesno
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> <iframe src="https://fast.wistia.net/embed/iframe/kxh7g4xsee" title="History 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 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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1925Basic2Federal Tax Law Topic0N/A2019-09-11T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019September2021-01-01T05:00:00Z100 MinutesAvailable September 2019yesnoyesno
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>2019-02-15T05:00:00Z2021-01-01T06:00:00ZNone2019-02-15T05:00:00ZODW1926Basic2Federal Tax Law Topic0N/A2019-10-02T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2021-01-01T05:00:00Z100 MinutesAvailable October 2019yesnoyesno
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><iframe src="https://fast.wistia.net/embed/iframe/nmhhn6zdpq" title="Bona Fide Residence Test 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>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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1927Intermediate2Federal Tax Law Topic0N/A2019-10-16T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2021-01-01T05:00:00Z100 MinutesAvailable October 2019yesnoyesno
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><iframe src="https://fast.wistia.net/embed/iframe/rwuzdybbs3" title="Form 8839 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 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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1928Basic1Federal Tax Law Topic0N/A2019-10-23T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneKathy Morgan, EAFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2021-01-01T05:00:00Z100 MinutesAvailable October 2019yesnoyesno
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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1933Basic2Federal Tax Law Topic0N/A2019-12-04T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019December2021-01-01T05:00:00Z100 MinutesAvailable December 2019yesnoyesno
On-Demand WebinarTax Treatment of Installment Sales On-Demand Webinar<h3>Summary</h3> <p>An installment sale is an arrangement in which the seller allows the buyer to make payments over 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><iframe src="https://fast.wistia.net/embed/iframe/gjt0rpt0mv" title="Installment Sale Vocabulary 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 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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1934Basic2Federal Tax Law Topic0N/A2019-12-18T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019December2021-01-01T05:00:00Z100 Minutesyesnoyesno
On-Demand WebinarUnderstanding the New Child Tax Credit On-Demand 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><iframe src="https://fast.wistia.net/embed/iframe/5x6xexvlc0" title="Terms 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 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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1935Basic2Federal Tax Law Topic0N/A2019-12-25T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneSheri Fronsee, CPAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019December2021-01-01T05:00:00Z100 Minutesyesnoyesno
On-Demand WebinarMaking the Client Interview Count On-Demand Webinar<h3>Summary</h3> <p>As tax professionals, our obligations to our clients are more than just entering numbers in tax software. We provide value to our clients by knowing what questions to ask and the ramifications of the answers. Take this course to learn valuable interview skills and leave with client forms to help you standardize your intake and due diligence, and ask the vital questions to get the best result for your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Ask questions to provide the best tax result for your client.</li> <li>Interview clients to meet due diligence requirements for clients and tax professionals.</li> <li>Plan with clients to maximize their tax benefits in future years.</li> </ul> <h3>Course Details</h3> <p>This course includes presentation slides and a video recording.</p>2020-01-30T06:00:00Z2020-12-31T06:00:00ZNone2020-01-30T06:00:00ZODW2003Basic2Federal Tax Law Topic0N/A2020-01-30T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLaura StrombomFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020January2020-12-31T06:00:00Zyesnoyesno
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><iframe src="https://fast.wistia.net/embed/iframe/yophbh88hl" title="Employer Plans 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 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>2019-02-14T06:00:00Z2019-12-31T05:00:00ZNone2019-02-14T06:00:00ZZZW1930Basic2Federal Tax Law Topic0N/A2019-11-13T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019November2021-01-01T06:00:00Z100 Minutesyesnoyesno
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><iframe src="https://fast.wistia.net/embed/iframe/l49srj7l1u" title="What is an HRA? 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 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>2019-02-14T06:00:00Z2019-12-31T05:00:00ZNone2019-02-14T06:00:00ZZZW1932Basic2Federal Tax Law Topic0N/A2019-11-27T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019November2021-01-01T06:00:00Z100 Minutesyesnoyesno
On-Demand WebinarAre You Ready for Tax Season? On-Demand Webinar<h3>Summary</h3> <p>What does the 2020 filing season hold for tax preparers? Let us help you embrace these changes. This webinar examines key tax law changes that are essential to preparing income tax returns for 2019. This valuable webinar will ensure you're up to sped for the upcoming tax season and able to properly advise your clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize key new tax law changes.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze new guidance on tax laws and provide tax tips to clients.</li> <li>Identify opportunities to plan for 2019 taxes.</li> <li>Apply due diligence requirements.</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>2019-12-19T06:00:00Z2020-12-31T06:00:00ZNone2019-12-19T06:00:00ZODW2002Update2Federal Tax Law Update0N/A2019-12-19T06:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Update22TaxesKnowledge of federal income taxationKate GoadFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2020January2020-12-31T06:00:00Z100 minutesyesnoyesno

eweb keepalive image