​​​​​

On-Demand Webinars

Our webinars provide a convenient way to learn about popular tax matters, ranging from corporate, individual, update and ethics topics. After you've completed the on-demand webinar, pass the corresponding test to earn CPE.

About our on-demand webinars:

  •    Typically 1-2 hours long
  •    Online instructor-led course
  •    Complete when convenient to you
  •    Answer review questions and earn 70% or better on exam to receive CPE
  •    Includes webinar recording and presentation slides
  •    Includes certificate of completion

These courses are included with Premium level membership. Professional level members can use code FREECPE at checkout to redeem one 2 CPE webinar per membership period.

Looking for EA review courses? View study options >

2019 Courses

 

 

On Demand Webinar1040 Online Workshops - On-Demand2019-11-04T06:00:00Z2019-12-31T06:00:00Zzz1040192019-11-04T06:00:00Zon-demand webinar2019nonoyesno/EventsAndEducation/Pages/1040-Workshops-ODW.aspx
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 Webinar4 Pillars of Modern Firm Success On-Demand Webinar<h3>Summary</h3> <p>There are four distinct pillars around which firms need to function to achieve success and growth in the modern age of tax preparation. What used to deliver results like clockwork doesn’t even make a ripple in the pond today.</p> <p>Using data and proven results, our trusted partner SmartPath will discuss these pillars and how to build, structure and develop your tax firm for continued future success in today’s changing landscape.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The major stages of growth and development all firms go through, and how to simplify your current efforts to achieve the next stage of growth.</li> <li>Each of the 4 Modern Firm Pillars and how they affect what you should be focusing on.</li> <li>How to take the next step in your practice to unlock pent-up revenue potential that’s been hiding.</li> </ul> <h3>Course Details</h3> <p>This course includes:</p> <ul> <li>You’ll receive best-practice templates to utilize for continued, long-term success.</li> <li>This webinar is only available to NATP members and counts toward your member benefit of 8 hours of business practice education.</li> <li>Please note: By enrolling in this course, you are agreeing to share your information with our partner, SmartPath.</li> </ul>2019-05-01T04:00:00Z2019-12-31T05:00:00ZNone2019-05-01T04:00:00ZBPEODW1902Intermediate0N/A0N/A2019-06-06T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $0 | Basic: $00N/A00N/ANoneWilliam Hamilton and Chris BasomN/ANo CPEon-demand webinar2019June2020-12-31T05:00:00ZNo CPEnononoyes
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> <iframe src="https://fast.wistia.net/embed/iframe/g9a5wq47yd" title="Employee Business Expenses Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="352"></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 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>2018-12-14T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00ZODW1902Update2Federal Tax Law Update0N/A2019-01-24T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Update22TaxesKnowledge of Federal Income TaxCheryl Morse, EAFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019January2020-12-31T05:00:00Z100 Minutesyesnoyesno
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 WebinarBonus Depreciation Rules and Section 179 On-Demand Webinar<h3>Summary</h3> <p>Bonus depreciation and Section 179 expensing allow taxpayers to write off costs for purchasing assets such as property for their trade or business. This webinar will teach you how to determine what assets are eligible, how to make the election and will review limitations for both. We will also discuss tax implications of selling assets or converting them to personal use property from business property. By the end, you’ll be able to help predict when depreciation recapture may impact your client.</p> <iframe src="https://fast.wistia.net/embed/iframe/7jcheimllq" title="Sec 179 vs. Bonus Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Define bonus depreciation and Section 179 expensing.</li> <li>Identify limitations regarding bonus depreciation and Section 179 expensing.</li> <li>Determine what assets are eligible for bonus depreciation.</li> <li>Determine what assets are eligible for Section 179 expensing.</li> <li>Recognize the reporting requirements for both bonus depreciation and Section 179 expensing.</li> <li>Predict when depreciation recapture may impact your client.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1921Basic2Federal 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 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 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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1925Basic2Federal 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 WebinarCompleting Form 1041 for Estates On-Demand Webinar<h3>Summary</h3> <p>Estates have unique accounting and filing requirements. In this course, we will review filing requirements, income and expenses, as well as financial accounting income and distributable net income (DNI) for estates. At the end of this session we will walk through completing Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>, so you can help your clients with their estate needs.</p> <iframe src="https://fast.wistia.net/embed/iframe/24pwqnohp7" title="Deductions Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing requirements for a final Form 1040.</li> <li>Report income and expenses on a final Form 1040.</li> <li>Identify the income filing requirements for estates.</li> <li>Report income and expenses of estates.</li> <li>Complete a final Form 1040 for a decedent.</li> <li>Complete Form 1041, <i>U.S. Income Tax Return for Estates and Trusts</i>.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1923Basic2Federal 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 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 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 WebinarDepreciation Basics On-Demand Webinar<h3>Summary</h3> <p>Depreciation can be a difficult concept to fully understand, especially when completing 2018 returns. It comes into play when completing returns for clients who own property such as commercial or business real estate. This webinar will teach you the basic concepts of depreciation, including asset class life, different conventions, methods and types of additional depreciation options.</p> <iframe src="https://fast.wistia.net/embed/iframe/x3mgu2i6fg" title="Class Lives Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the basic concepts of depreciation.</li> <li>Identify the different class lives of assets.</li> <li>Identify the different methods of depreciation.</li> <li>Identify the different conventions of depreciation.</li> <li>Apply the correct method and convention for an asset.</li> <li>Correctly calculate depreciation for a variety of assets.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1917Basic2Federal 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 WebinarDisaster Tax Planning and Casualty Losses On-Demand Webinar<h3>Summary</h3> <p>2018 was a particularly tough year for some U.S. residents due to the number of federally-declared disasters that occurred. If you are preparing a return for a client who lived through one of these disasters, there are special steps you might take to claim a casualty loss. This webinar will review everything you need to know to correctly report a casualty loss as well as what you can do to prepare your office and how to reopen after a disaster.</p> <iframe src="https://fast.wistia.net/embed/iframe/e5gxgixs7d" title="Casualty Losses Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Prepare your office in case of a disaster.</li> <li>Outline the steps needed to reopen your office after a disaster.</li> <li>Outline the rules for claiming a casualty loss.</li> <li>Report a casualty loss.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1912Basic2Federal 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 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 WebinarEthics for Tax Preparers On-Demand Webinar<h3>Summary</h3> <p>Each year, tax preparers are presented with a number of ethical dilemmas, whether it be due to taxpayer actions or changes in tax law. The <i>Protecting Americans from Tax Hikes Act</i> (PATH) expanded due diligence requirements to cover more tax credits, including the Section 24 Child Tax Credit and the American Opportunity Tax Credit. This year, the requirements extend to claiming Head of Household filing status. <p>This webinar will review what you need to do to properly protect yourself, your practice and your clients, as well as what sorts of penalties the IRS imposes for ethical violations, by reviewing Circular 230 and the PATH Act.</p> <p>Circular 230 sets standards to prevent us from overstepping professional boundaries, including how to run your office, make decisions, determine what questions to ask clients and decide what records to rely on. By the end of this course, you will be able to identify the current IRS return preparer initiatives, preparer penalties and ethical standards important to tax return preparers.</p> <iframe src="https://fast.wistia.net/embed/iframe/775105pad3" title="Practice Before the IRS Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script><h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Summarize the key points of Circular 230, <i>Regulations Governing Practice before the Internal Revenue Service</i>.</li> <li>Summarize the key points of the PATH Act due diligence requirements and how they apply to taxpayers.</li> <li>Identify preparer penalties.</li> <li>Summarize how to handle real life situations that emphasize due diligence.</li> <li>Outline best practices to ensure compliance with the tax law and due diligence.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, and webinar recording with review questions. CPE is issued after exam is successfully completed.</p>2019-06-18T04:00:00Z2019-12-31T05:00:00ZNone2019-06-18T04:00:00ZODW1945Basic2Ethics0N/A2019-07-01T04:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneLaura Strombom, EA, MBA, NTPI FellowEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019July2021-01-01T05:00:00Z100 Minutesyesyesyesno
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 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 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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1932Basic2Federal 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 webinar2019November2021-01-01T05:00:00Z100 MinutesAvailable November 2019yesnoyesno
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 WebinarHow to Analyze & Optimize Your Fees OnDemand Webinar<h3>Summary</h3> <p>The simplest and easiest way to increase your revenue, is by optimizing the fees you charge clients. But how can you know exactly what fees to charge?</p> <p>Using the NATP Fee Study and with help from our trusted partner, SmartPath, better understand the current state of fees across the industry and what that data means in the context of your specific practice. This webinar will help you implement an intelligent pricing strategy that fits your goals and clients.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>The current state of fees in this industry using the NATP Fee Study data, plus other key metrics from firms across the country.</li> <li>What critical insights and trends this fee data reveals (that can directly affect your firm).</li> <li>How to analyze your existing fees so you can see how you compare and if you need to take action.</li> <li>Step-by-step how to successfully adjust your current fee strategy for optimized revenue and increased profits.</li> </ul> <h3>Course Details</h3> <p>You’ll receive real-world examples and implementation templates to help you apply everything you learn right away. You’ll also receive the 2019 NATP Fee Study.</p> <p>This webinar is only available to NATP members and counts toward your member benefit of 8 hours of business practice education.</p> <p>Please note: By enrolling in this course, you are agreeing to share your information with our partner, SmartPath.</p>2019-08-02T05:00:00Z2019-12-31T05:00:00ZNone2019-08-02T05:00:00ZBPEODW1903Intermediate0Federal Tax Law Topic0N/A2019-09-12T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $00Federal Tax Law Topic00TaxesNoneWilliam Hamilton and Chris BasomFederal Tax Law Topic0 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019September2020-12-31T06:00:00Z100 MinutesAvailable September 2019yesnoyesyes
On-Demand WebinarHow to Handle an IRS Exam: From Initial Letter to Closing Agreement On-Demand Webinar<h3>Summary</h3> <p>An IRS audit can be overwhelming and intimidating. This workshop will cover what to do when the letter first arrives, including preparing the client, reviewing the documents, reconstructing damaged or lost expense documentation, handling the interview request and doing the walk-through. By the end, you’ll know the various forms of IRS exams and the process for each (correspondence, field and office), what to do when there are indications of fraud, how to bring the audit to a close and even how file and prepare for an appeal.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Describe the three types of audits.</li> <li>Explain the process of preparing the taxpayer for the examination.</li> <li>Identify issues when handling a correspondence exam.</li> <li>Describe the issues when handling an audit of a cash intensive business.</li> <li>Understand the issues surrounding a Schedule C hobby loss exam.</li> <li>Identify the differences when handling an eggshell audit from a routine IRS exam.</li> <li>Describe the process of appealing from exam results the taxpayer disagrees with.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions and live online recording with review questions. CPE is issued after exam is successfully completed.</p>2019-03-29T04:00:00Z2020-12-31T05:00:00ZNone2019-05-01T04:00:00ZODW1937Intermediate8Federal Tax Law Topic0N/A2019-05-15T04:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal income taxEric L. Green, ESQ.Federal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019May2021-01-01T05:00:00Z8 Credit Hoursnonoyesno
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 WebinarLearning to Use TheTaxBook WebLibrary Member Benefit On-Demand Webinar<h3>Summary</h3> <p><i>TheTaxBook</i> WebLibrary Plus is the most comprehensive online research tool available to tax professionals. It includes every book Tax Materials Inc. publishes online in PDF format dating back to 2009. Resources cover individual, corporation and state information. In-depth coverage of new legislation, depreciation, Social Security, tax organizers, consent/engagement letters along with government documents such as publications, forms and instructions, IRS, Treasury regulations, court cases, letter rulings, revenue procedures, revenue rulings, notices and announcements. </p> <p><i>TheTaxBook</i> WebLibrary Plus is available as an add-on for Professional members for $45 and is included with Premium membership.</p> <p><i>For the month of January, all levels of membership have access to a free trial of this online research tool! Join us and learn to use one of our newest member benefits.</i></p> <iframe src="https://fast.wistia.net/embed/iframe/i1qvx9z01v" 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>Learn how to access a variety of federal and state tax libraries, every book offered by Tax Materials Inc. as well as government libraries.</li> <li>Understand the variety of search options in the product, including the ability to search only the index, search a specific library or libraries, or search the entire system.</li> <li>Learn to access your search history, bookmark documents and access saved searches directly from the home page.</li> <li>Learn how to create a shortcut on your computer for easy accessibility.</li> </ul> <h3>Course Details</h3> <p>This webinar includes presentation slides and the live webinar recording.</p>2018-12-11T05:00:00Z2020-12-31T05:00:00ZNone2018-12-11T05:00:00ZODW1901N/A0N/A0N/A2019-01-14T06:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: Not Available0N/A00N/ANoneJacob MeyersN/ANo CPEon-demand webinar2019January2019-12-31T05:00:00Z50 Minutesnononono
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> <iframe src="https://fast.wistia.net/embed/iframe/xu0bpc2ubm" title="How Do You Affect AGI? 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 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>2018-12-05T05:00:00Z2020-12-31T05:00:00ZNone2018-12-13T05:00:00ZODW1903Basic2Federal Tax Law Topic0N/A2019-01-31T05:00:00ZQAS 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 webinar2019January2020-12-31T05:00:00Z100 Minutesyesnoyesno
On-Demand WebinarNavigating New Forms After Tax Reform On-Demand Webinar<h3>Summary</h3> <p>Changes from the <i>Tax Cuts and Jobs Act</i> rocked the world of tax preparation, and these changes have left tax preparers feeling somewhat adrift with being able to properly advise their clients.</p> <p>This online workshop will compare and contrast 2017 tax forms and 2018 tax forms using a variety of case studies, which will help you more accurately prepare your clients’ 2018 returns. In addition, we’ll review several of the major changes impacting taxpayers, including the suspension of the miscellaneous itemized deduction subject to 2% AGI limitations, the changes to the child tax credit and the addition of the other dependent credit. Finally, we’ll review new due diligence filing requirements for the head of household status.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Compare and contrast 2017 and 2018 tax return changes.</li> <li>Identify the suspended miscellaneous itemized deductions.</li> <li>Recognize the change to the CTC.</li> <li>Summarize the requirements for the ODC.</li> <li>Describe changes affecting the entertainment deduction.</li> <li>Summarize the HOH 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>2018-12-27T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00ZODW1904Update4Federal Tax Law Update0N/A2019-01-30T05:00:00ZQAS Self StudyPremium: $0 | Professional: $112 | Basic: $142 | Nonmember: $1494Federal Tax Law Update44TaxesBasic knowledge of federal income taxKathryn Keane, EAFederal Tax Law Update4 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019January2020-12-31T05:00:00Z4 Credit Hoursnononono
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 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 WebinarPreparing Nonprofit Form 990 On-Demand Webinar<h3>Summary</h3> <p>Form 990, <i>Return of Organization Exempt from Income Tax</i>, can be a challenge due to its length and questions about an organization’s purpose and governance. However, properly completing Form 990 is critical to making sure the tax-exempt status is preserved and any potential issues are avoided. This webinar will teach you to accurately complete Form 990 to protect your client's tax-exempt status, to calculate functional expenses and to identify additional required schedules.</p> <iframe src="https://fast.wistia.net/embed/iframe/ywwiy92fgo" title="Form 990-EZ Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the reporting requirements for program service accomplishments.</li> <li>Identify the schedules required for Form 990 and Form 990T reporting for clients at the tax desk.</li> <li>Report statements of revenue for Form 990 and Form 990T taxpayers.</li> <li>Calculate functional expenses for Form 990 and Form 990T taxpayers.</li> <li>Prepare the balance sheet for Form 990 and Form 990T taxpayers.</li> <li>Complete Form 990, <i>Return of Organization Exempt from Income Tax</i>.</li> <li>Complete Form 990T, <i>Exempt Organization Business Income Tax Return</i>.</li> </ul> <h3>Course Details</h3> This course includes: <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1908Intermediate2Federal 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 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
On-Demand WebinarQBI Review On-Demand Webinar<h3>Summary</h3> <p>After a year of applying the qualified business income (QBI) deduction under our belts, we have a better understanding of how it impacts our business clients. During this workshop we will briefly review the requirements for the deduction, summarize additional guidance provided by the IRS over the past few months including the safe harbor provisions for rental properties, and apply those concepts to case studies. By the end, you’ll have a better understanding of the deduction’s benefits and limitations and be able to more accurately and effectively apply this deduction to your client’s 2019 returns. </p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline §199A deduction and how it works.</li> <li>Apply the threshold limits and how wages and qualified property impact the calculation.</li> <li>Identify basic taxpayer information necessary to complete an average taxpayer's Form 1040.</li> <li>Recommend when a client should or should not aggregate trade or businesses for purposes of §199A.</li> <li>Recognize the safe harbor requirements for rental activities.</li> </ul> <h3>Course Details</h3> <p>This course includes a student handout and an online workshop recording.</p>2019-06-05T04:00:00Z2019-12-31T05:00:00ZNone2019-04-15T04:00:00ZODW1943Intermediate4Federal Tax Law Topic0N/A2019-07-24T04:00:00ZGroup Internet BasedPremium: $0 | Professional: $112 | Basic: $142 | Nonmember: $1494Federal Tax Law Topic44TaxesKnowledge of federal income taxRandy Lawshé, EAFederal Tax Law Topic4 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019June2020-12-31T05:00:00Z4 CPEnonoyesno
On-Demand WebinarQBI Update – How the Final Regulations Affect Clients On-Demand Webinar<h3>Summary</h3> <p>The IRS released final regulations clarifying many unanswered questions about the new qualified business income (QBI) deduction. This webinar examines the final §199A regulations issued as well as additional guidance on calculating wages for purposes of the QBI deduction. Additionally, the final regulations provide guidance when determining whether real estate rental activities qualify as a trade or business or meet the safe harbor procedures. Along with the final regulations, the IRS released proposed regulations regarding QBI deductions for regulated investment companies (RIC) and publicly traded partnerships (PTP).</p> <iframe src="https://fast.wistia.net/embed/iframe/gn1ki850hv" title="QBI Deduction Limited at 1040 Level 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 final regulations regarding QBI.</li> <li>Identify the safe harbor procedures for rental activities.</li> <li>Determine wages for purposes of the QBI deduction.</li> <li>Distinguish whether or not RICs qualify for the QBI deduction.</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>2019-01-24T05:00:00Z2020-12-31T05:00:00ZNone2019-01-24T05:00:00ZODW1905Update2Federal Tax Law Update0N/A2019-02-04T05:00:00ZQAS Self StudyPremium: $0 | Professional: $60 | Basic: $76 | Nonmember: $802Federal Tax Law Update22TaxesKnowledge of Federal Income TaxLarry Gray, CPA, CGMAFederal Tax Law Update2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019February2020-12-31T05:00:00Z100 Minutesnononono
On-Demand WebinarQBI and Choosing A Business Entity On-Demand Webinar<h3>Summary</h3>The final §199A regulations that included guidance on the qualified business income (QBI) deduction released contained over 300 pages. This hands-on workshop will walk through the QBI rules from the standpoint of the entity and complete several case studies that involve QBI and decisions related to various entities. Choosing an entity for your client is also important, as each type has its pros and cons when it comes to filing taxes. We’ll analyze switching entities and the tax consequences associated with that change. We’ll also illustrate the changing tax laws to maximize deductions for partners, shareholders and self-employed individuals.</p> <h3>Objectives</h3><p>Upon completion of this course, you will be able to: <ul> <li>Outline the new rules regarding Qualified Business Income (QBI).</li> <li>Identify which taxpayers can take the deduction for QBI.</li> <li>Calculate QBI and the QBI deduction.</li> <li>Identify filing requirements for entities passing through QBI to partners or shareholders.</li> <li>Correctly report income and expenses to adhere to new QBI rules.</li> <li>Complete the Forms 1065 and 1102S for clients with QBI and compare with Schedule C.</li> <li>Apply entity selection strategy to case studies.</li> <li>Discuss requirements and consequences to change business entities.</li> <li>Illustrate how an S corporation it changes its business entity.</li> </ul> <h3>Course Details</h3> <p>This course includes an e-book and an online workshop recording.</p>2019-10-07T05:00:00Z2020-12-31T06:00:00ZNone2019-07-10T05:00:00ZZZB1938Intermediate8Federal Tax Law Topic8N/A2019-09-17T05:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal individual taxationSteve O'Rourke, EAFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Z8 Credit Hoursnonoyesno
On-Demand WebinarReal Estate Professional Tax Rules On-Demand Webinar<h3>Summary</h3> <p>Real estate investment is becoming a popular pastime for some taxpayers, which means tax professionals will be required to learn more about passive activity loss limitations for rental property income. This webinar will teach you how to determine if your client can be classified as a real estate professional and the related implications of the classification.</p> <iframe src="https://fast.wistia.net/embed/iframe/45b9owaa4p" title="Passive Losses Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Apply passive activity loss limitations for rental property.</li> <li>Identify the qualifications of a real estate professional.</li> <li>Outline the requirements for material participation.</li> <li>Outline how to group activities and potential pitfalls to the election.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1916Intermediate2Federal 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 WebinarReporting Investment Income for Individuals On-Demand Webinar<h3>Summary</h3> <p>Taxpayers have a variety of investment opportunities, but reporting and taxing the activity isn’t always straightforward. This webinar will teach you how to properly report investment activity reported on Consolidated Form 1099. You’ll also learn the differences between covered and non-covered securities and their reporting requirements. At the end, we’ll complete case studies to offer hands-on experience in outlining the treatment of investment income by preparing Form 8949 and Schedule D.</p> <iframe src="https://fast.wistia.net/embed/iframe/80po4spycg" title="Net Investment Income Tax Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify and summarize the reporting requirements for various components of a Consolidated Form 1099.</li> <li>Calculate capital gains and losses.</li> <li>Differentiate between short-term and long-term gains and losses.</li> <li>Distinguish between covered and noncovered securities.</li> <li>Review Form 8949 and Schedule D. </li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1907Basic2Federal 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 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>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1930Basic2Federal 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 webinar2019November2021-01-01T05:00:00Z100 Minutes. Available November 2019yesnoyesno
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 Corporation Operations and Tax Reporting On-Demand Webinar<h3>Summary</h3> <p>This webinar is the second in a three-part series covering the creation, taxation and liquidation of an S corporation. In this intermediate session, we'll review the definition of an S corporation, identify the changes in basis, learn the differences between stock and debt basis, analyze the effects of contributions and distributions, and complete Form 1120S.</p> <iframe src="https://fast.wistia.net/embed/iframe/fvxt2h120i" title="Income Items Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the effects of converting to an S corporation from other entity types.</li> <li>Identify changes in basis.</li> <li>Compare and contrast stock basis and debt basis.</li> <li>Analyze the effects of contributions and distributions.</li> <li>Outline the effects of involuntary terminations.</li> <li>Complete Form 1120S.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1919Intermediate2Federal 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 WebinarS Corporation Quirks and Liquidation On-Demand Webinar<h3>Summary</h3> <p>This is the third of a three-part webinar series about the creation, taxation and liquidation of S corporations. This final session will review tax impacts of liquidation and the effects of a change in stock ownership. We’ll teach you how to complete Schedules L, M-1, M-2, and K-1.</p> <iframe src="https://fast.wistia.net/embed/iframe/krvo9hzijt" title="Sect. 1244 Stock Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the effects of a liquidation.</li> <li>Complete Schedules L, M-1, and M-2.</li> <li>Identify the effects of a change in stock ownership.</li> <li>Identify the quirks of S corporations.</li> <li>Recognize the effects of an involuntary termination of S status.</li> <li>Complete Form 1120S and the shareholder's Schedule K-1.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1922Advanced2Federal 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 WebinarS Corporations Formation and Basis On-Demand Webinar<h3>Summary</h3> <p>This is the first of a three-part webinar series about the creation, taxation and liquidation of S corporations. In this session, we will review the requirements for electing S status, eligible shareholders, basic taxation and initial shareholder basis. You’ll learn to prepare Form 2553 to make the S election and we’ll finish by completing a simple form 1120S for an S corporation.</p> <iframe src="https://fast.wistia.net/embed/iframe/xe4svldx71" title="Unique Features of S Corporations Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the requirements for an S corporation.</li> <li>Outline the taxation of an S corporation.</li> <li>Calculate initial basis of an S corporation.</li> <li>Prepare Form 2553 to make the S election.</li> <li>Prepare a simple Form 1120S for an S corporation.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1915Basic2Federal 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 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 WebinarSection 754 Election Mechanics On-Demand Webinar<h3>Summary</h3> <p>When a new partner enters a business by purchasing partnership interest or inheriting it, a §754 election may be made to mitigate the departing partner’s tax consequences of selling the partnership. This election can be complex and many tax practitioners are unaware of the election’s potential value. This webinar will review the pros and cons of making the election, teach you how to calculate basis adjustments required by the election and how to properly report the election to the partner and on the partner’s return.</p> <iframe src="https://fast.wistia.net/embed/iframe/x3mgu2i6fg" title="Class Lives Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify what a §754 election is.</li> <li>Summarize the pros and cons to making the election.</li> <li>Identify how to properly make the election.</li> <li>Calculate basis adjustments required by the §754 election.</li> <li>Summarize properly reporting the §754 election to the partner.</li> <li>Summarize properly reporting the §754 election on the partner's return.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1918Advanced2Federal 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 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 WebinarTax Implications of Divorce On-Demand Webinar<h3>Summary</h3> <p>You may discover that your clients going through a divorce need a little extra attention when it comes time to prepare their tax return. Besides trying to determine whether payment is alimony or child support, you’ll need to know which taxpayer can claim an exemption for a child. You’ll also need to know if they still qualify for a Section 121 exclusion should one spouse move out. This webinar will address the issues your clients may face after a divorce has been finalized.</p> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify the filing status for divorced clients with and without dependent children.</li> <li>Identify which parent is the custodial parent.</li> <li>Summarize tax credits and benefits available to noncustodial and custodial parents.</li> <li>Describe tax treatment of property settlements of divorced clients.</li> <li>Determine if a payment is considered alimony.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1926Basic2Federal 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 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/A2019-12-05T05:00:00ZQAS 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 2019Available December 2019yesnoyesno
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 WebinarTax Planning For Those With Special Needs On-Demand Webinar<h3>Summary</h3> <p>Families with members who have special needs present unique situations during tax planning. In this webinar, you’ll learn about the various options available to your clients such as utilizing ABLE accounts and qualified disability trusts to provide for the future needs of their family members.</p> <iframe src="https://fast.wistia.net/embed/iframe/mu2mpmldnu" title="ABLE Accounts Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Outline the taxability of ABLE accounts.</li> <li>Outline the taxablility of legal settlements.</li> <li>Outline the requirements of a qualified disability trust.</li> <li>Assess the reporting required for ABLE accounts.</li> <li>Analyze a Form 1041 for a qualified disability trust.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1920Intermediate1Federal 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 WebinarTax Reform Due Diligence Requirements On-Demand Webinar<h3>Summary</h3> <p>As a tax professional practicing in 2019, due diligence requirements are incredibly important to follow. We’re covering the four requirements and how they apply to the earned income tax credit, child tax credit/additional child tax credit/other dependent credit, American opportunity tax credit and Head of Household filing status. Failure to comply results in a preparer penalty of $520 per credit.</p> <iframe src="https://fast.wistia.net/embed/iframe/yn02nr0uo1" title="Due Diligence Questions 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 due diligence.</li> <li>Perform due diligence for clients claiming the Earned Income Credit.</li> <li>Perform due diligence for clients claiming the Child Tax Credit/Additional Child Tax Credit/Other Dependent Credit.</li> <li>Perform due diligence for clients claiming the American Opportunity Credit.</li> <li>Perform due diligence for clients filing using the Head of Household filing status.</li> <li>Identify taxpayer and preparer penalties for failure to perform due diligence.</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>2018-12-18T05:00:00Z2020-12-31T05:00:00ZNone2019-01-03T05:00:00ZBPEODW1901Basic2Ethics0N/A2019-01-24T05:00:00ZQAS Self StudyPremium: $0 | Professional: $0 | Basic: $0 | Nonmember: $802Ethics22Regulatory EthicsNoneKathryn Keane, EAEthics2 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019January2020-12-31T05:00:00Z100 Minutesnononoyes
On-Demand WebinarTax Reform Impact on S Corporations & Partnerships On-Demand Webinar<h3>Summary</h3>The <i>Tax Cuts and Jobs Act of 2017</i> affects most small businesses, which presents an additional opportunity to assist your clients in maximizing tax savings. This hands-on course will look at partnerships and S corporations, their elections and adjustments, as well as how the new tax law affects them.</p> <h3>Objectives</h3><p>Upon completion of this course, you will be able to: <ul> <li>Describe the taxation of partnerships.</li> <li>Identify the effects of partnership elections.</li> <li>Calculate required basis adjustments.</li> <li>Identify adjustments to be made on Form 1065, <i>Schedules M-1 and M-2</i>.</li> <li>Describe the taxation of S corporations.</li> <li>Compute and report the built-in gains tax.</li> <li>Compare and contrast AAA, stock basis, and retained earnings.</li> <li>Identify the effects of S corporation elections.</li> <li>Identify adjustments to be made on Form 1120S, <i>Schedules M-1 and M-2</i>.</li> <li>Identify the provisions of the <i>Tax Cuts and Jobs Act</i> that affect partnership and S corporation taxation.</li> </ul> <h3>Course Details</h3> <p>This course includes an e-book and an online workshop recording.</p>2019-10-07T05:00:00Z2020-12-31T06:00:00ZNone2019-09-10T05:00:00ZZZA1938Intermediate8Federal Tax Law Topic8N/A2019-09-18T05:00:00ZQAS Self StudyPremium: $0 | Professional: $224 | Basic: $284 | Nonmember: $2998Federal Tax Law Topic88TaxesBasic knowledge of federal individual taxationSteve O'Rourke, EAFederal Tax Law Topic8 CPE for AFSP, EA, CPA, CRTPon-demand webinar2019October2020-12-31T06:00:00Z8 Credit Hoursnonoyesno
On-Demand WebinarTax Reform NOL Changes On-Demand Webinar<h3>Summary</h3> <p>The goal of every business owner is to make a profit, but sometimes losses do occur. As a tax professional, you must know how to handle net operating losses (NOLs) when this happens. Not all business losses result in NOLs at the individual taxpayer level, but you need to know what qualifies as a NOL and how to properly calculate and report it. We’ll also review new options taxpayers have under the <i>Tax Cuts and Jobs Act</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/sn1xotq987" title="Business Vs Nonbusiness Example Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script><h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify if a business or individual has incurred an NOL.</li> <li>Calculate the amount of the NOL.</li> <li>Identify how to report the NOL properly.</li> <li>Compare and contrast the rules prior to and after the TCJA.</li> <li>Recognize when an NOL can be carried back under the TCJA rules.</li> <li>Compute the NOL deduction for each taxpayer when there is a filing status change.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1924Intermediate2Federal 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 WebinarTax Treatment of Farmers On-Demand Webinar<h3>Summary</h3> <p>Farming is a unique occupation with its own set of special tax rules. Sometimes, even though your clients say they are farmers, they may not meet federal requirements to qualify for certain credits. This webinar will teach you how to identify farm activity, know whether a farming activity is a hobby or profit and summarize the implications, identify various types of farm income and to assess whether farm income received by your client is taxable. We’ll also walk you through the sale of assets unique to farmers and how to prepare Schedule F, <i>Profit or Loss From Farming</i>.</p> <iframe src="https://fast.wistia.net/embed/iframe/orn21bsjim" title="Other Expenses Video" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" allowfullscreen mozallowfullscreen webkitallowfullscreen oallowfullscreen msallowfullscreen width="640" height="360"></iframe> <script src="https://fast.wistia.net/assets/external/E-v1.js" async></script> <h3>Objectives</h3> <p>Upon completion of this course, you will be able to: <ul> <li>Identify whether a client’s activity is a farm activity.</li> <li>Evaluate whether a client’s farming activity is a hobby or for profit and summarize the implications.</li> <li>Identify various types of farm income for clients at the tax desk.</li> <li>Assess whether farm income received by taxpayers is taxable.</li> <li>Calculate farming expenses.</li> <li>Apply depreciation methods unique to assets used in farming.</li> <li>Assess when the rules regarding excess farm losses apply.</li> <li>Outline farm income averaging and when to use it.</li> <li>Prepare Schedule F.</li> </ul> <h3>Course Details</h3> <p>This webinar includes the presentation slides, exam questions, live webinar recording with review questions, and Attendee Top Questions. CPE is issued after exam is successfully completed.</p>2019-02-15T05:00:00Z2019-12-31T05:00:00ZNone2019-02-15T05:00:00ZODW1914Intermediate2Federal 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

2018 Courses

 

 

529 Plans and the Education Credits On-Demand Webinar
Advanced Partnerships On-Demand Webinar
Basic Partnerships On-Demand Webinar
Beyond the 1040® On-Demand Webinar
Changing from a Multiple Member LLC to a Single Member LLC On-Demand Webinar
Completing Form 1041 On-Demand Webinar
Deducting Medical Expenses On-Demand Webinar
How Innocent Spouse Relief Really Works - Pitfalls and Opportunities On-Demand Webinar
Installment Agreements That Work for Clients On-Demand Webinar
Intermediate Partnerships On-Demand Webinar
K-1s for 1065 and 1120-S On-Demand Webinar
Make the Client Interview Count
Military Taxpayers On-Demand Webinar
Navigating the Pitfalls of Schedules M-1 and M-2 On-Demand Webinar
Nonresidency to Residency Filing Quirks On-Demand Webinar
QBI and Choosing a Business Entity On-Demand Webinar
QBI – The Impact Through Case Studies On-Demand Webinar
Reporting 1099-Cs for Business & Personal Returns On-Demand Webinar
S & C Corp Shareholder Basis On-Demand Webinar
S Corporations 101 On-Demand Webinar
Shared Economy On-Demand Webinar
Special Tax Rules for Day Care Facilities On-Demand Webinar
Tax Cuts and Jobs Act Extended Summary
Tax Cuts and Jobs Act First Glance
Tax Impact of Children On-Demand Webinar
Tax Impacts of Selling Your Business On-Demand Webinar
Tax Issues of Divorce On-Demand Webinar
Tax Professionals’ Guide to Resolving IRS Tax Debt On-Demand Webinar
Tax Reform Impact on S Corps & Partnerships On-Demand Webinar
Tax Reporting for Illegal Activities (Cannabis) On-Demand Webinar
Taxes for Athletes, Entertainers and Other Multi-State Clients On-Demand Webinar
The Essential 1040® On-Demand Webinar
The Tax Consequences of Legal Settlements On-Demand Webinar
Understanding Homeowners Associations On-Demand Webinar
What To Do When Representing Clients Before the IRS On-Demand Webinar
Year-End Information Reporting - 2018 Filing Season
Year-End Information Reporting - 2019 Filing Season On-Demand Webinar

eweb keepalive image