Tax Webinar of Choice

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

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

Education List

 

 

On-Demand WebinarEthics for Tax Preparers On-Demand Webinar<h3>Summary</h3> <p>Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <iframe src="https://fast.wistia.net/embed/iframe/301765eo9y" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Apply ethics rules as it relates to the real world tax office.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-10-02T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1832Basic2Ethics2018-10-02T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Ethics22Regulatory EthicsNoneKathryn M. Keane, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/KathrynKeane,EA,ABA.aspxEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Cuts and Jobs Act Extended Summary<h3>Summary</h3> <p>The Tax Cuts and Jobs Act was signed by the president in late 2017, with many provisions already in effect. There will inevitably be many clarifications, rulings, and regulations in the near future, however, planning starts today! Attend this course to learn about the law from the perspective of a practicing CPA and analyze some key elements of the bill, especially one that impacts nearly every small business, the 20% deduction for qualified business income.</p> <iframe src="https://fast.wistia.net/embed/iframe/8dqyzcy5pi" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="400"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify planning opportunities for the average taxpayer to take advantage of the new laws.</li> <li>Identify some common winners and losers under the Tax Cuts and Jobs Act using real life scenarios.</li> <li>Calculate the new 20% deduction for qualified business income under §199A.</li> <li>Properly select the entity type for tax purposes under the new tax law.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions and live webinar recording with review questions. CPE is issued after exam is successfully completed.</p>2018-01-09T05:00:00Z2019-12-31T05:00:00ZNone2018-01-09T05:00:00Z0N/AODW1806Update2Federal Tax Law Update2018-01-25T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Federal Tax Law Update22TaxesBasic knowledge of federal tax law. Tax Cuts and Jobs Act First glance strongly recommended but not required.Genaro Cardaropoli, CPAFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
WebinarAre You Ready for Tax Season? Webinar<h3> Summary</h3><p>2018 was a doozy for tax law change, which makes your job as a tax professional preparing returns in 2019 even more critical. Let us help you figure out how to apply those changes to returns in the new year. This webinar examines key tax law changes from the <i>Tax Cuts and Jobs Act</i> and the <i>Bipartisan Budget Act of 2018</i> that are essential to preparing income returns for 2018, including the new QBI deduction and due diligence requirements. Any tax professional looking to practice in 2019 will benefit from this webinar and getting up to speed so you can properly advise clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize key new tax law changes from the <i>Tax Cuts and Jobs Act</i>.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze any new 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>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>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-05T05:00:00Z2018-12-05T05:00:00Z2019-01-03T05:00:00Z0N/AWEB1903Update2Federal Tax Law Update2019-01-15T05:00:00Z2019-01-17T05:00:00Z2019-01-31T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-15T18:00:00Z2019-01-17T14:00:00Z2019-01-31T05:00:00Z
On-Demand WebinarTax Cuts and Jobs Act First Glance<h3>Summary</h3> <p>The new tax law is here! Take this webinar to find out what is in the final law, and how to take advantage of planning opportunities before year-end.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the major components of the Tax Cuts and Jobs Act.</li> <li>Identify planning opportunities to take advantage of the new laws.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides and supplemental material.</p>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2017-12-22T05:00:00Z0N/AODW1804Update0Federal Tax Law Update2017-12-22T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $800Federal Tax Law Update00TaxesNoneCindy Hockenberry and Kate GoadFederal Tax Law UpdateNO CPEon-demand webinar20182019-12-31T05:00:00Z
WebinarMaking the Client Interview Count Saturday Webinar<h3> Summary</h3><p>Each tax season, you meet with your tax clients to gather their data and prepare their tax returns. Make sure you're making the most of these meetings by providing useful tax advice that your clients can use throughout the year. This is your time to shine, so make the client interview count. This webinar discusses some very simple ideas you can incorporate into your year-end meetings to help you become an invaluable resource for all your clients' tax needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Analyze the effects of contributing to a traditional or Roth IRA.</li> <li>Analyze the effects of contributing to an HSA if eligible.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Identify the steps taxpayers can take throughout the year to minimize their taxes.</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>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z2018-12-13T05:00:00Z0N/AWEB1908Basic2Federal Tax Law Topic2019-01-26T05:00:00Z2019-02-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®<a href="https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspx">https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspx</a>Federal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-26T14:00:00Z2019-02-09T05:00:00Z
On-Demand WebinarAre You Ready for Tax Season? On-Demand Webinar<h3> Summary</h3><p>2018 was a doozy for tax law change, which makes your job as a tax professional preparing returns in 2019 even more critical. Let us help you figure out how to apply those changes to returns in the new year. This webinar examines key tax law changes from the <i>Tax Cuts and Jobs Act</i> and the <i>Bipartisan Budget Act of 2018</i> that are essential to preparing income returns for 2018, including the new QBI deduction and due diligence requirements. Any tax professional looking to practice in 2019 will benefit from this webinar and getting up to speed so you can properly advise clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize key new tax law changes from the <i>Tax Cuts and Jobs Act</i>.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze any new 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>2018-12-14T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z0N/AODW1902Update2Federal Tax Law Update2019-02-05T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z
On-Demand WebinarYear-End Information Reporting - 2018 Filing Season<h3>Summary</h3> <p>Tax preparers unite—it’s time to file clients’ W-2s, 1099-MISCs, 941s, FUTA, and many other information forms or returns. Join us for our Year-End Information Reporting webinar for a review of what information documents need to be filed and the due dates for both the taxpayer and the IRS or Social Security Administration.</p> <p>This webinar also reviews filing corrected forms, determining which box the amount on the 1099-MISC should go, the penalties for late filing information returns, and whether or not the forms can be paper filed or must be e-filed.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify information documents that will be filed for taxpayers.</li> <li>Correctly complete Form 1099-MISC for clients.</li> <li>Identify and correct incorrect information documents.Analyze and summarize any new tax laws and provide some tax tips to your clients.</li> <li>Identify due dates for information documents.Comply with expanded due diligence requirements for the child tax credit and American opportunity tax credit.</li> <li>Calculate penalties for late or missed filing of information documents.</li> <li>Correctly file information forms.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2018-01-30T05:00:00Z0N/AODW1802Basic2Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarMake the Client Interview Count<h3>Summary</h3> <p>Every tax season, you meet with clients to gather up their data to prepare their tax returns. Something you should be doing during these meetings is providing clients with valuable tax advice. After all, this is what keeps them coming back year after year.</p> <p>Register today for our Make the Client Interview Count webinar, which discusses simple pieces of guidance that will be very helpful, useful, and impactful to your clients as you meet with them this tax season. Remember—client interviews are your chance to shine, so make them count!</p> <iframe src="https://fast.wistia.net/embed/iframe/j4ciob2uxf" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Correctly analyze the effects of contributing to an IRA.</li> <li>Correctly analyze the effects of contributing to an HSA.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Advise clients about steps that they can take throughout the year to minimize their taxes.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2017-12-21T05:00:00Z2019-12-31T05:00:00ZNone2018-01-30T05:00:00Z0N/AODW1803Basic1Federal Tax Law Topic2018-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Reporting for Illegal Activities (Cannabis) On-Demand Webinar<h3>Summary</h3> <p>U.S. taxpayers are subject to tax on their worldwide income, even including income from illegal activities such as cannabis production and dispensing. Many states have legalized cannabis, but in 1972, the federal government classified cannabis as a controlled substance by placing it in Schedule I of the Controlled Substance Act. This is still where it remains today. This webinar covers precisely how an illegal activity such as cannabis production and dispensing is accounted for and reported for tax purposes.</p> <iframe src="https://fast.wistia.net/embed/iframe/dky514vxsh" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Define gross income for an illegal activity.</li> <li>Define total revenue for an illegal activity.</li> <li>Describe the treatment of expenses for an illegal activity.</li> <li>Distinguish between treatment of production activities on Schedule C or Schedule F.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-04-20T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1807Basic1Federal Tax Law Topic2018-04-20T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom,-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarBasic Partnerships On-Demand Webinar<h3>Summary</h3> <p> This is the first of a three-part webinar about the taxation of partnerships. In this beginning session we will review how to best-determine and select your entity type, the basic taxation rules of partnerships and partners, and income and expenses of partnerships (including depreciation). We'll finish the webinar by showing you how to complete a simple Form 1065, which is used by partnerships to provide information applicable to entities, individuals and estates that own an interest of 50 percent or more in the profit, loss or capital of the partnership.</p> <iframe src="https://fast.wistia.net/embed/iframe/ryawecc3lf" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the types of entities that file Form 1065, <i>U.S. Return of Partnership Income</i>.</li> <li>Describe the taxation of partnership.</li> <li>Correctly report income of a partnership.</li> <li>Correctly report expenses of a partnership.</li> <li>Correctly calculate depreciation of assets used in a partnership.</li> <li>Complete a simple Form 1065, <i>U.S. Return of Partnership Income</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>2018-05-01T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1808Basic2Federal Tax Law Topic2018-05-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTaxes for Athletes, Entertainers and Other Multi-State Clients On-Demand Webinar<h3>Summary</h3> <p>Athletes, musicians and performers are just a few examples of clients you may have who receive income from several states. This also requires knowing the different nuances of preparing returns for clients with income from several states. Another common factor among these types of clients is they own intellectual property, which requires knowledge of another set of tax laws and regulations. Completing tax returns for these types of clients can be time consuming, but after this webinar, you will know how to prepare their federal returns with ease.</p> <iframe src="https://fast.wistia.net/embed/iframe/az4oi7x8hx" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Correctly report income from multiple states.</li> <li>Identify pitfalls related to worldwide income.</li> <li>Correctly report royalty income.</li> <li>Correctly report income from patents.</li> <li>Correctly report expenses for creative taxpayers.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-05-08T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1809Basic2Federal Tax Law Topic2018-05-08T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarShared Economy On-Demand Webinar<h3>Summary</h3> <p>The rise in popularity of shared economy services, such as Airbnb, Uber, Lyft, TaskRabbit, and other online platforms used to rent spare bedrooms, provide car rides, or connect and provide any number of other goods or services, has led tax preparers to inevitably have many questions regarding filing. In general, these types of services allow taxpayers the ability to use technology to generate revenue through the use of their homes, cars, or themselves. However, any revenue received translates to taxable income. This webinar reviews the proper tax reporting of revenues earned and expenses incurred while providing shared economy services.</p> <iframe src="https://fast.wistia.net/embed/iframe/0ks3tnntu5" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>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 income.</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 webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-05-15T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1810Intermediate2Federal Tax Law Topic2018-05-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxRandy Adams, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Randy-Adams.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Impact of Children On-Demand Webinar<h3>Summary</h3> <p> We love our children, but wow, are they expensive! Thank goodness the federal government provides a little help in the form of a tax credit. This webinar explores a variety of tax issues surrounding children from birth to high school graduation such as dependency exemptions, kiddie tax, child and dependent care credit, household employees, the child tax credit and earned income tax credit.</p> <iframe src="https://fast.wistia.net/embed/iframe/05o5vjlcf0" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Evaluate dependency of children.</li> <li>Identify deductions and credits available to taxpayers with dependent children.</li> <li>Correctly calculate credits available to taxpayers with dependent children.</li> <li>Correctly apply the kiddie tax rules to taxpayers.</li> <li>Correctly report household employee income.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-06-05T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1812Basic2Federal Tax Law Topic2018-06-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLes Marti, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/Les-Marti.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarIntermediate Partnerships On-Demand Webinar<h3>Summary</h3> <p>This is the second of a three-part webinar about the taxation of business partnerships. In this session, we will review the two types of tax bases concerning partnerships (inside and outside), the treatment of contributions and distributions such as property or cash, as well as the treatment of vehicles used in the partnership, whether it was used for business or personal journeys. You'll end the webinar by completing a more complex partnership return that will confirm you know how to report gains, losses, deductions, etc., from the operation of a partnership.</p> <iframe src="https://fast.wistia.net/embed/iframe/2wd6dty0oi" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Correctly calculate inside basis.</li> <li>Correctly calculate outside basis.</li> <li>Analyze effects of contributions to partnerships.</li> <li>Analyze effects of distributions from partnerships.</li> <li>Analyze the treatment of vehicle expenses.</li> <li>Correctly complete an intermediate Form 1065, <i>U.S. Return of Partnership Income</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>2018-06-12T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1813Intermediate2Federal Tax Law Topic2018-06-12T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxJaye Tritz, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarS Corporations 101 On-Demand Webinar<h3>Summary</h3> <p>Many taxpayers use S corporations to reduce taxes. Tax professionals who are familiar with individual tax returns can find preparation of their first S corporation tax return daunting. As a first-time S corporation tax preparer, you will likely have a lot of questions – how is an S corporation identified? What are eligibility requirements? What are common forms needed for preparing an S corporation return? How do I determine total assets? This course is perfect for tax professionals looking to add the preparation of S corporation returns to their business.</p> <iframe src="https://fast.wistia.net/embed/iframe/fflry76khr" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for S corporations.</li> <li>Describe the taxation of an S corporation.</li> <li>Correctly report income of an S corporation.</li> <li>Correctly report expenses of an S corporation.</li> <li>Complete a simple Form 1120S, <i>U.S. Income Tax Return for an S Corporation</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>2018-06-19T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1814Basic2Federal Tax Law Topic2018-06-19T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarThe Tax Consequences of Legal Settlements On-Demand Webinar<h3>Summary</h3> <p>Lawsuits can create a stressful situation for your client - no matter whether they're the ones doing the suing or being sued. If they walk away with a check, it is your job as their tax preparer to determine if the amounts are taxable. The first step to determining this is to figure out if any of the lawsuit or settlement proceeds constituted punitive damages. More often than not, all punitive damages are taxable whether received in relation to a physical or non-physical injury or sickness. During this webinar we will address how to make this determination, as well as where you can deduct the legal fees incurred by your client.</p> <iframe src="https://fast.wistia.net/embed/iframe/10uxy4yrw9" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Determine whether a settlement is taxable.</li> <li>Identify when a settlement is not taxable.</li> <li>Accurately deduct legal fees.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-07-10T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1816Basic1Federal Tax Law Topic2018-07-30T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesNoneGenaro Cardaropoli, CPAhttps://www.natptax.com/EventsAndEducation/About/Pages/GenaroCardaropoliCPA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarUnderstanding Homeowners Associations On-Demand Webinar<h3>Summary</h3> <p>Homeowners associations (HOAs) are becoming more popular in expanding cities as homeowners look to settle down in a community-minded environment. As exempt organizations, HOAs have unique filing requirements, and it is up to you to determine whether or not your client's HOA will need to file. For example, at least 85 percent of units must be used as residential and at least 90 percent of expenses must go to support operation and maintenance of the association property. We will review the other requirements for HOAs, types of entities that can elect to be treated as HOAs and the filing requirements for them in this webinar.</p> <iframe src="https://fast.wistia.net/embed/iframe/gca5znls16" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements of homeowners associations.</li> <li>Identify the elections and entities available for homeowners associations.</li> <li>Correctly file returns required of homeowners associations.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-07-17T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1817Intermediate1Federal Tax Law Topic2018-07-17T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Issues of Divorce On-Demand Webinar<h3>Summary</h3> <p>Divorce is a life-changing event for your client and you'll want to be prepared to make the transition as smooth as possible. There are a number of tax issues you will need to account for when preparing to file their returns. In addition to whether a payment is alimony or child support, there are other issues tax professionals should know about. For example, when children are involved, it can be tricky to determine which taxpayer can claim an exemption for a child. What about their home? If one spouse moves out, do they still qualify for a 121 exclusion? Being prepared when clients come to you in the midst of divorce can alleviate some tax filing problems. This webinar will address issues your clients may face after a divorce has been finalized.</p> <iframe src="https://fast.wistia.net/embed/iframe/q5uz5ll025" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify how to determine filing status for divorced clients.</li> <li>Describe how children are treated for divorced clients.</li> <li>Identify the treatment of the property of divorced clients.</li> <li>Identify planning techniques available to clients during a divorce.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-07-24T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1818Basic2Federal Tax Law Topic2018-08-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneKelly C Lent-Paul, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/KellyCLentPaul.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarAdvanced Partnerships On-Demand Webinar<h3>Summary</h3> <p> This is the final part of a three-part webinar about the taxation of partnerships. In this third session, we will review how to proceed with basis adjustments of a partner's interest in the partnership, alternative minimum tax (AMT) preferences in a partnership and how the IRS and tax law defines a publicly traded partnership. By the end of the webinar, you'll have a better understanding of forms Schedule L, and Schedules M-1 and M-2. Schedule L (a balance sheet) is used to provide additional information on certain financial transactions or arrangements between an organization and a disqualified person or other interested person. Schedules M-1 and M-2 are used to report a more accurate picture of income and capital accounts. The webinar will conclude with an activity where you must successfully complete a complex partnership return.</p> <iframe src="https://fast.wistia.net/embed/iframe/v98rw03hak" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Calculate inside and outside partnership basis.</li> <li>Analyze the effects of contributions and distributions from partnerships.</li> <li>Identify the effect of AMT preferences.</li> <li>Summarize the income and expenses of publicly traded partnerships.</li> <li>Correctly complete Schedules L, M-1 and M-2.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-07-31T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1819Advanced2Federal Tax Law Topic2018-08-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of basic and intermediate partnership tax lawJaye Tritz, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/JayeETritz,EA,CFP®.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand Webinar529 Plans and the Education Credits On-Demand Webinar<h3>Summary</h3> <p>Qualified tuition plans (QTP) or 529 plans are a great way to save tax-free for college education. But what happens once the kids go off to college and the tuition payments and 529 plan distributions begin? This webinar reviews what tax documents you'll need from your clients (and to whom they will be delivered) before and after 529 plan distributions are made, as well as how these distributions should be reported. We'll also review whether or not your client is eligible for the American Opportunity Tax Credit (AOTC) and/or the Lifetime Learning Credit (LLC), and how these tax credits and deductions may affect a 529 plan distribution.</p> <iframe src="https://fast.wistia.net/embed/iframe/9ojq6hskud" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the requirements for a Section 529 plan.</li> <li>Calculate the American Opportunity Tax Credit (AOTC).</li> <li>Calculate the Lifetime Learning Credit (LLC).</li> <li>Complete Form 8867 due diligence.</li> <li>Identify qualified education expenses for each type of education benefit.</li> <li>Reporting Form 1099-Q</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-08-28T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1821Basic2Federal Tax Law Topic2018-09-17T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarNonresidency to Residency Filing Quirks On-Demand Webinar<h3>Summary</h3> <p>As the U.S. gains more and more residents who are required to file taxes, there are more and more regulations on tax filing statuses because U.S. residents, citizens, and nationals are subject to tax on their worldwide income. The big question is, however, when an individual from another country comes to work in the U.S. under a visa, or simply moves to the U.S., are they are considered a citizen, resident, nonresident, or dual-status, and what are their tax filing obligations? This webinar reviews the process of determining what an individual's filing status is and what tax forms they need to file. Additionally, you'll learn other filing options to consider for when a U.S. taxpayer is married to a nonresident living either in the U.S. or abroad.</p> <iframe src="https://fast.wistia.net/embed/iframe/e3zjwq8xxs" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the substantial presence test and green card test.</li> <li>Identify filing requirements for dual-status filers.</li> <li>Describe the difference between Form 1040 and 1040NR.</li> <li>Identify the treatment of nonresident spouses.</li> <li>Describe the types of visas and their effect on filing 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>2018-09-05T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1822Intermediate2Federal Tax Law Topic2018-09-28T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarS & C Corp Shareholder Basis On-Demand Webinar<h3>Summary</h3> <p>When preparing returns for clients with S and C corporations, there are a few things to keep in mind. For example, while technically it is the shareholder’s responsibility to keep track of their basis in corporation stock, tax preparers will evidently have to use that amount to determine tax consequences of distributions. If your client doesn't keep track of it, the code presumes the basis to be zero, which means you can’t assume their stock basis is equal to retained earnings. Instead of gambling on their calculations, you can learn to tackle them yourself through this webinar, which will help you learn to calculate corporation basis through the use of special case studies.</p> <iframe src="https://fast.wistia.net/embed/iframe/t5rio9pdoq" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify initial basis in S corporation stock.</li> <li>Identify adjustments to S corporation stock basis.</li> <li>Identify basis in C corporation stock.</li> <li>Identify adjustments to C corporation stock basis.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-09-11T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1823Basic2Federal Tax Law Topic2018-09-11T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarSpecial Tax Rules for Day Care Facilities On-Demand Webinar<h3>Summary</h3> <p>Operating a day care is different than operating another business, and it requires a unique set of knowledge and tools. Take this intermediate-level webinar to learn the special tax rules and deductions available for day care providers, including specific rules regarding reporting and home use. Whether you're looking at your day care client's expenses (i.e., food consumed or educational tools purchased) or business income, this webinar will provide you with the tools you need to distinguish what's what and how your client's income and expenses compare to other business's income and expenses.</p> <iframe src="https://fast.wistia.net/embed/iframe/64oadq759c" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the income and expenses of businesses.</li> <li>Identify how expenses for day cares differ from other businesses.</li> <li>Complete reporting required of day care providers.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-09-18T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1824Intermediate2Federal Tax Law Topic2018-09-18T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarDeducting Medical Expenses On-Demand Webinar<h3>Summary</h3> <p>You already know what to do for the typical medical expense deductions for doctors' visits, but what about your client who has a child taking music lessons to help them with focusing — can you take a medical deduction for that? How about the nursing home expenses your client is paying for their elderly parent? In this Deducting Medical Expenses webinar, you'll learn how to navigate situations similar to these that you might not encounter in your everyday tax preparation. You'll also learn more about how to classify and deduct funds in health savings accounts and health reimbursement accounts, as well as the current status of the <i>Affordable Care Act</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/wb2j8lywsk" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify qualified medical expenses.</li> <li>Calculate the deduction for qualified medical expenses.</li> <li>Describe health savings accounts (HSAs).</li> <li>Describe health reimbursement accounts (HRAs).</li> <li>Summarize the current status of the <i>Affordable Care Act</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>2018-09-25T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1825Basic2Federal Tax Law Topic2018-09-25T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneLawrence Zimbler, MST, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/LawrenceZimbler,MST,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarTax Impacts of Selling Your Business On-Demand Webinar<h3>Summary</h3> <p>As your business clients grow, they may begin to consider selling their businesses. In this webinar, you'll learn about the tax impacts your client may face when selling their business via an asset sale, stock sale or liquidation. We will also compare the tax impacts of each method, so you can help your client select the best succession option possible.</p> <iframe src="https://fast.wistia.net/embed/iframe/e5de4xfe8m" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the impact of the sale of a business through an asset sale.</li> <li>Describe the impact of the sale of a business through a stock sale.</li> <li>Describe the impact of the sale of a business through liquidation.</li> <li>Differentiate between the different methods of selling a business.</li> <li>Complete tax returns for clients selling their businesses.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-10-02T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1826Advanced2Federal Tax Law Topic2018-10-02T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Business TaxationRandy Lawshé, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/RandyLawshé,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarChanging from a Multiple Member LLC to a Single Member LLC On-Demand Webinar<h3>Summary</h3> <p>As your LLC clients’ business operations and classifications change, make sure you’re able to advise them through this transition while preparing their tax returns. In this webinar, we will walk through the process of changing an LLC from a multiple- to single-member LLC. The IRS treats single-member LLCs as sole proprietorships or corporations, and does not classify it as a partnership. There are also different tax forms necessary to file, such as Form 8823 (Entity Classification Election) and agreements from existing members, when transitioning from a multiple- to single-member LLC. If you have LLC clients, this is a key webinar for you!</p> <iframe src="https://fast.wistia.net/embed/iframe/ofs0tokt1z" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>List the steps for properly transitioning from a multi-member LLC to a single-member LLC.</li> <li>Identify the tax consequences for the LLC and LLC members.</li> <li>Identify reporting requirements of the single-member LLC.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-10-09T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1827Intermediate1Federal Tax Law Topic2018-10-09T04:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Federal Income TaxLaura Strombom, EA, MBA, NTPI Fellowhttps://www.natptax.com/EventsAndEducation/About/Pages/Laura-Strombom,-EA-MBA-NTPI-Fellow.aspxFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarReporting 1099-Cs for Business & Personal Returns On-Demand Webinar<h3>Summary</h3> <p>Your client hands you a 1099-C, Cancellation of Debt (COD)... now what? Is it taxable, is it non-taxable? Is it even reportable? To determine these and other tax consequences, tax preparers need to assess a variety of issues beginning with the taxpayer’s solvency. Next, the tax preparer will need to determine whether the COD is personal or business and whether the debt is recourse or nonrecourse. This webinar addresses what you as a tax professional need to know to determine the proper tax reporting for cancelled debt, for individuals, partnerships and partners, S corporations and shareholders, and C corporations and shareholders.</p> <iframe src="https://fast.wistia.net/embed/iframe/asxuxd3a0h" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify cancellation of debt income for individual taxpayers.</li> <li>Identify cancellation of debt income for business taxpayers.</li> <li>Correctly report cancellation of debt.</li> <li>Correctly calculate cancellation of debt income.</li> <li>Complete tax returns for businesses and individuals with cancellation of debt income.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-10-16T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1828Basic2Federal Tax Law Topic2018-10-16T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneBetty Stehman, CPA, CIAhttps://www.natptax.com/EventsAndEducation/About/Pages/BettyStehman,CPA,CIA,CSA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarCompleting Form 1041 On-Demand Webinar<h3>Summary</h3> <p>Estates and trusts 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 and trusts. 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 or trust needs.</p> <iframe src="https://fast.wistia.net/embed/iframe/e5v2lnx9j7" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing requirements for estates and trusts.</li> <li>Correctly report income and expenses of estates and trusts.</li> <li>Correctly calculate financial accounting income.</li> <li>Correctly calculate distributable net income.</li> <li>Evaluate the effect of a fiscal vs. calendar tax year.</li> <li>Correctly 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>2018-10-23T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1829Intermediate2Federal Tax Law Topic2018-11-08T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxKate GoadFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarMilitary Taxpayers On-Demand Webinar<h3>Summary</h3> <p>There are special provisions and laws a tax professional must be aware of when you have a client who is a member of the U.S. military. For example, income may be excludable for tax purposes and your client may be entitled to special deductions you are unaware of. This webinar will provide you with all of the tools and knowledge you need to prepare your military clients' (and their spouse's) returns accurately, including benefits for disabled veterans, current military personnel and former military personnel.</p><iframe src="https://fast.wistia.net/embed/iframe/qxzth1ferm" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify military income.</li> <li>Identify deductions available to military taxpayers.</li> <li>Evaluate the domicile options for military taxpayers.</li> <li>Identify extensions of deadlines available to military taxpayers.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-11-06T05:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1830Basic2Federal Tax Law Topic2018-11-06T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse,EA.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarNavigating the Pitfalls of Schedules M-1 and M-2 On-Demand Webinar<h3>Summary</h3> <p> Making sense of Schedules M-1 and M-2 can be a tricky task for tax professionals filing their clients' business returns.&nbsp; These schedules are not very intuitive and can pose a number of questions, such as "what is the difference between the two?", "how does book income differ from taxable income?" and "what are available deductions?" Learn how to navigate these schedules and more by taking this webinar.</p> <iframe src="https://fast.wistia.net/embed/iframe/xhafm1hbi4" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify required adjustments on Schedules M-1 and M-2 for partnerships.</li> <li>Identify required adjustments on Schedules M-1 and M-2 for S corporations.</li> <li>Identify required adjustments on Schedules M-1 and M-2 for C corporations.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-11-13T05:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1831Advanced1Federal Tax Law Topic2018-11-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $30 | Basic: $38 | Nonmember: $401Federal Tax Law Topic11TaxesKnowledge of Business TaxationTom O'SabenFederal Tax Law Topic1 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarWhat To Do When Representing Clients Before the IRS On-Demand Webinar<h3>Summary</h3> <p>This program will walk practitioners through the nuts and bolts of representing clients before the IRS.&nbsp; From the initial audit letter through the exam, appeals and collection, this program will explain the mechanics of representation, and include exhibits and case study examples so that attendees will be able to recognize situations in their practice and help their clients navigate the IRS maze like pros!</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the IRS examination process.</li> <li>Be able to describe the process of filing an appeal with the IRS.</li> <li>Identify the various options for resolution of a collection matter.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-04-01T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1811Intermediate2Federal Tax Law Topic2018-06-07T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ./EventsAndEducation/Documents/Eric%20Green%20updated%20bio.pdfFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarInstallment Agreements That Work for Clients On-Demand Webinar<h3>Summary</h3> <p>Payment plans with the IRS is a common form of resolving a back-tax debt.&nbsp; So if the taxpayer owes money to the IRS, setting up a payment plan is an option that most taxpayers try to arrange, but the issue is which type of agreement to request?&nbsp; In addition, will the one—year rule or five-year rule apply, and does that help the taxpayer’s situation? This program will explain the process of calculating a taxpayer’s ability to pay, the various options of payment plans, and where the opportunities exist to help taxpayers.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the various options for installment agreements.</li> <li>Explain how IRS future income is calculated.</li> <li>Identify the various opportunities to assist clients to obtain an automatic agreement.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-04-01T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1815Intermediate2Federal Tax Law Topic2018-06-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ./EventsAndEducation/Documents/Eric%20Green%20updated%20bio.pdfFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
On-Demand WebinarHow Innocent Spouse Relief Really Works - Pitfalls and Opportunities On-Demand Webinar<h3>Summary</h3> <p>When congress created joint filing for taxpayers it also created joint liability for those same tax liabilities.&nbsp; Later, Congress created relief from joint liability for innocent spouses.&nbsp; So what does a taxpayer need to do to prove they are an innocent spouse, and what are the differences between the three forms of innocent spouse relief?&nbsp; This program will explain the various forms of innocent spouse relief available under IRC § 6015 and what taxpayers need to do to document their case.&nbsp; Finally, Attorney Green will explain the difference between innocent spouse relief and injured spouse relief, and when each form of relief is appropriate.</p> <iframe src="https://fast.wistia.net/embed/iframe/1obb861tdb" title="Wistia video player" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Understand the three forms of Innocent Spouse relief.</li> <li>Identify the various factors the IRS considers when deciding to grant innocent spouse relief.</li> <li>Explain the difference between innocent spouse relief and injured spouse relief.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-04-01T04:00:00Z2019-12-31T05:00:00ZNone2018-04-01T04:00:00Z0N/AODW1820Intermediate2Federal Tax Law Topic2018-09-05T04:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesKnowledge of Federal Income TaxEric L. Green, ESQ./EventsAndEducation/Documents/Eric%20Green%20updated%20bio.pdfFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20182019-12-31T05:00:00Z
WebinarMaking the Client Interview Count Webinar<h3> Summary</h3><p>Each tax season, you meet with your tax clients to gather their data and prepare their tax returns. Make sure you're making the most of these meetings by providing useful tax advice that your clients can use throughout the year. This is your time to shine, so make the client interview count. This webinar discusses some very simple ideas you can incorporate into your year-end meetings to help you become an invaluable resource for all your clients' tax needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Analyze the effects of contributing to a traditional or Roth IRA.</li> <li>Analyze the effects of contributing to an HSA if eligible.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Identify the steps taxpayers can take throughout the year to minimize their taxes.</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>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z2018-12-13T05:00:00Z2019-01-03T05:00:00Z0N/AWEB1906Basic2Federal Tax Law Topic2019-01-22T05:00:00Z2019-01-24T05:00:00Z2019-02-07T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-22T18:00:00Z2019-01-24T14:00:00Z2019-02-07T05:00:00Z
WebinarAre You Ready for Tax Season? Saturday Webinar<h3> Summary</h3><p>2018 was a doozy for tax law change, which makes your job as a tax professional preparing returns in 2019 even more critical. Let us help you figure out how to apply those changes to returns in the new year. This webinar examines key tax law changes from the <i>Tax Cuts and Jobs Act</i> and the <i>Bipartisan Budget Act of 2018</i> that are essential to preparing income returns for 2018, including the new QBI deduction and due diligence requirements. Any tax professional looking to practice in 2019 will benefit from this webinar and getting up to speed so you can properly advise clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize key new tax law changes from the <i>Tax Cuts and Jobs Act</i>.</li> <li>Identify significant provisions that have expired or been temporarily or permanently extended.</li> <li>Analyze any new 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>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>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z2018-12-05T05:00:00Z0N/AWEB1905Update2Federal Tax Law Update2019-01-19T05:00:00Z2019-01-31T05:00:00ZGroup Internet BasedPremium: $0 | Professional: $58 | Basic: $58 | Nonmember: $702Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAhttps://www.natptax.com/EventsAndEducation/About/Pages/CherylMorse%2cEA.aspxFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPlive webinar20192019-01-19T14:00:00Z2019-02-02T05:00:00Z
On-Demand WebinarMaking the Client Interview Count On-Demand Webinar<h3> Summary</h3><p>Each tax season, you meet with your tax clients to gather their data and prepare their tax returns. Make sure you're making the most of these meetings by providing useful tax advice that your clients can use throughout the year. This is your time to shine, so make the client interview count. This webinar discusses some very simple ideas you can incorporate into your year-end meetings to help you become an invaluable resource for all your clients' tax needs.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify opportunities for tax planning after year-end.</li> <li>Identify deductions and credits that are limited by adjusted gross income.</li> <li>Analyze the effects of contributing to a traditional or Roth IRA.</li> <li>Analyze the effects of contributing to an HSA if eligible.</li> <li>Analyze a client's withholding to determine whether changes should be made.</li> <li>Identify the steps taxpayers can take throughout the year to minimize their taxes.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00Z0N/AODW1903Basic2Federal Tax Law Topic2019-01-31T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Topic22TaxesNoneTom O'Saben, EA, CFP®https://www.natptax.com/EventsAndEducation/About/Pages/ThomasO'Saben,EA,CFP.aspxFederal Tax Law Topic2 CPE for AFSP, EA, CPA, CRTPon-demand webinar20192020-12-31T05:00:00Z

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