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1041'S FOR TRUST & ESTATES
IRS Number: TATHT-T-00101-24-O
When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday. During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.
Registration Deadline: September, 18, 2024
Presenter: TaxSpeaker
Cost: $310/Members, $340/Non-members
Zoom: Important Information - You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
Schedule
September 19, 11:00 AM - 7:00 PM EST
Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
Additional Information
Disclaimer
Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
Click here for VSTAP cancellation policies.
Click here for VSTAP Event policies
IRS Program Number
TATHT-T-00119-24-I- Tax Topics, 11 credits
TATHT-U-00121-24-I - Update, 5 credits
Seminar prices go up after September 13, 2024. If you are not a VSTAP member, but want to get the member rate, you can join online.
** ROOM BLOCK IS SOLD OUT **
A courtesy block of rooms has been set aside if you wish to stay at Great Wolf Lodge at $119.00 plus taxes and fees (Total of $135.28/night). ROOM BLOCK IS SOLD OUT. You may call the Great Wolf Lodge and ask if they would honor the rate; if they have open rooms they might.
Great Wolf Lodge, Williamsburg
549 East Rochambeau Drive, Williamsburg, VA 23188-2148
We're at a new venue for this seminar--bring your family!! While you work, they can play. Great Wolf Lodge boasts a variety of exciting attractions to keep the entire family entertained. Start a rock collection at Oliver’s Mining Co., defeat the shadowy darkness in MagiQuest, explore new heights on Howler’s Peak Ropes Course and score big at the Northern Lights Arcade. The indoor water park is included with your reservation, and you can use it any time after opening on your arrival day until closing time on your departure day!
Room block reservations need to be made no later than September 15, 2024, or until room block is sold out, by calling the hotel directly at 844 473 9653. You must identify yourself as being with the group VSTAP Business Tax In Depth at the time the reservation is made in order to receive the special group rate.
Course Objective:
Upon completion of this course, practitioners will be able to explain the latest business tax law changes to clients and inform them of the various characteristics and implications of the S or C corporation form of business entity and summarize the various tax reporting and compliance requirements. The student will also gain competence to determine the appropriate treatment for various business expenses under different accounting methods. Students are also trained to discern if a corporation qualifies to file the election for S status.
Early-Bird Rate (for registrations received by Sept 13)
$495 member / $695 non-member
Regular Rate (Sept 14 - Oct 12)
$545 member / $745 non-member
Late & On-Site* Rate (Oct 13 - 17)
$645 member / $845 non-member
*Hard-copy books are not guaranteed for those who register within 48 hours of the event start.
Group Discount- A 5% discount for groups of 3 or more may be applied for the registering business. Call our office or email asv@virginia-accountants.org for more information.
By registering for this Virginia Society of Tax & Accounting Professionals event or program you consent to being photographed, filmed and/or otherwise recorded at the event or program. By doing so, you grant to the Association rights to the release, publication or reproduction of any recorded media taken at the event or program of your appearance, voice or name for use by the Association and its management team.
Event Policies
Click the link above for a full list of our event policies
Attendance Cancellation Policy
Attendee cancellations and requests for refunds MUST be done in writing by e-mail or mail. Postmarks for mail must be before the cancellation date. Phone calls and phone messages will not qualify as notice of cancellation.
Refund Policy
All cancellations must be received in writing in order to be eligible for a refund. An administrative charge of $50 will be applied to all refunds if the cancellation is received 5 or more days before the start of the event. If the cancellation is less than 5 days but not within 24 hours of the start of the event, the cancellation fee is $175. No refund if the cancellation is received within 24 hours of the start of the event. Cancellations not received in writing by the date required will not be eligible for a refund.
This seminar has been approved by:
1040 TAX IN DEPTH
IRS Number Pending
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will include detailed coverage, with planning ideas, of the latest changes from the 2024 Tax Acts, court cases, IRS changes and all late-season Congressional changes up to the day before the class with special focus coverage of pension changes, high risk areas and our annual review of common preparation issues and new court cases and IRS guidance. Because all speakers are also practicing professionals you receive practical insight and planning issues throughout the two days. As our flagship course, we take particular pride in its consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that, it is America’s only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual in the United States for six straight years. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is provided in both in print and digital formats to in-person course attendees (webinars receive only E-Book), who also enjoy the value of energetic and knowledgeable teaching from our expert instructors. Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information. If you are choosing an in-person seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference “Fingertip Facts,” and a free 2-hour self-study ethics course. **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. ** Included with your 1040 Tax in Depth purchase is a free 2 hour Ethics Self-Study (OnDemand)--Follow the directions in your manual on how to redeem this free course.
Registration Deadline: October 30, 2024
Cost: $420/Members, $450/Non-members
Zoom: Important Information - you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
October 31-November 01, 9:00 AM - 5:00 PM EST
BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS
IRS Number: TATHT-T-00107-24-O
Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance. Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2023 and 2024 Congressional and IRS changes, too! Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.
Registration Deadline: Nov 6, 2024
November 7, 11:00 AM - 7:00 PM EST
THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions. You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
All streaming webinars times listed are Eastern Time Zone. Please adjust to your time zone.
BUSINESS TAX IN DEPTH
IRS Number: TATHT-U-00121-24-O, TATHT-T-00119-24-O
Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2024, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2024 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.
Registration Deadline: November 18, 2024
November 18-19, 9:00 AM - 5:00 PM EST
Irs Number Pending
Registration Deadline: November 24, 2024
Zoom: Important Information -you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date.. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
November 25-26, 9:00 AM - 5:00 PM EST
Click here for VSTAP Event Policies
IRS Number:
Pending
What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Act 2.0, clarification of 2022’s Inflation Reduction Act; the Corporate Transparency Act; clear guidance on disaster losses as a result of the fires, floods and storms of 2023, new IRS crypto-currency guidance, new estate & gift rules and IRS opening attacks on the Employee Retention Credit frauds will require six hours on our part just to cover the new stuff. We have added a whole new Day one afternoon session on tax planning for individuals to go with our “1040 hot topics” normal review. On Day two we provide the newly updated engagement letter, fee schedules and new 1040 preparer and review checklists, interview forms and 1040 check sheets. The 1040 manual is your 1,000 page electronic desktop reference guide that for nearly 10 straight years has been voted by Tax Professionals in the independent review as The Only CPE Manual to be awarded a Top Research Award. **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **
If you are not a VSTAP member, but want to get the member rate, you can join online.
Double Tree by Hilton Williamsburg
50 Kingsmill Rd, Williamsburg, VA 23185
Member - Regular/On-Time – $545.00
Map & Directions
Course Objective:Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.
Early Bird (By Oct. 15)
Regular Rate (Oct 16 - Nov 27)
Late & On-Site* Rate (Nov 28 - event date)
If payment is not received within six days of the event, the registration will be cancelled.
Group Discount- A discount of 5% may be applied for groups of 3 or more for the registering business. Call our office or email asv@virginia-accountants.org for more information.
click the link above for a list of our full event policies
All cancellations must be received in writing in order to be eligible for a refund. An administrative charge of $50 will be applied to all refunds if the cancellation or request to change to another course is received 5 or more days before the start of the event. If the cancellation or change request is less than 5 days but not within 24 hours of the start of the event, the cancellation fee is $175. No refund if the cancellation is received within 24 hours of the start of the event. Cancellations not received in writing by the date required will not be eligible for a refund.
This seminar approved by:
TATHT-T-00092-23-I - Tax Topics, 10 credits
TATHT-U-00093-23-I - Update, 6 credits
Registration Deadline: December 15, 2024
Cost: $420/Members, $460/Non-members
December 16-17, 9:00 AM - 5:00 PM EST
FEDERAL TAX UPDATE-INDIVIDUAL
IRS Number: TATHT-U-00110-24-O
What a year 2020 has been. The FTU-individual is here to clear up the tax changes. And, we keep it updated through the day before the class. This manual also includes hyperlinks to the new online free tax library. • New and revised Forms for 2020: 1040, Sch. 1, Form 8615-E, Form • In-depth coverage of the biggest retirement plan change year since 1986 with new limits, penalty relief, RMD changes, new income averaging, new 1-year rollover term and planning ideas • The new charity rules-pre-AGI and 100% AGI limits • The stimulus credit-the most overlooked credit for 2020, plus the reconciliation requirement • More court cases on "real estate professionals" and passive losses • Estate and gifts-the biggest tax planning year in a decade! • A revisit to Foreign reporting requirements in respect to a 1/2 dozen new court cases • A dozen new IRS rules, guidance, and breaks • Basis-the old "don't worry about it" days are over-clear guidance, with forms • Clear guidance in problem areas on mortgage interest, vacation rentals and virtual currency • Be prepared for 2020 debt forgiveness with our new discussion, with forms of COD income And, we keep your material updated through the day before the class!
Registration Deadline: December 17, 2024
Cost: $310/Members, $350/Non-members
December 18, 9:00 AM - 5:00 PM EST
FEDERAL TAX UPDATE-BUSINESS
IRS Number: TATHT-U-00111-24-O
Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as detailed analyses of how the new tax laws will affect your business tax clients. Kept up to date through the day before the class, this class will include the latest modifications from Congress as well as other relevant IRS Notices, announcements, ruling and court cases for corporations, S corporations and entities taxed as partnerships and discussion of common compliance issues encountered during tax preparation season.
Registration Deadline: December 18, 2024
Zoom: Important Information -you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
December 19, 9:00 AM - 5:00 PM EST
IRS Number: Pending
Registration Deadline: December 29, 2024
IMPORTANT NOTE - REGISTRATION DEADLINE: Due to the upcoming holidays, registrations will be taken only through December 20, 2024.
Zoom: Important Information - you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date.. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
December 30-31, 10:00 AM - 6:00 PM EST
Registration Deadline: January 5, 2025
Zoom: Important Information you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date.- upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
January 06-07, 9:00 AM - 5:00 PM EST
FROM TRIAL BALANCE TO TAX RETURN: A BOOT CAMP FOR BUSINESS RETURNS
IRS Number: TATHT-T-00112-24-O
Lecture presentation plus accompany power point slides. This course is designed to instruct the student how to take a completed trial balance, determine missing items and additional basic needs to prepare Form 1120, 1120S or 1065. It will address adjusting entries, book-to-tax adjustments and taxable versus non-taxable items. It will then explain how to enter the information on the tax forms, while illustrating completed forms and individual specific requirements of each filing format. It will also explain flow-through item concepts, basis and capital accounts. At the conclusion the student will be able to complete a basic business tax return for a corporation or flow through entity.
Registration Deadline: January 8, 2024
Cost: $510/Members, $550/Non-members
January 09-10, 10:00 AM - 6:00 PM EST
1040 BOOT CAMP
IRS Number: **NOT APPROVED FOR IRS**
Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for “Big 4” employment as, essentially, taxpayer-funded Big 4 training programs. Our solution was to develop a “1040 Boot Camp” to train non-traditional employees in how to prepare individual income tax returns as taught by actual small-firm owning, professional speaker tax professionals. The course has proven to be extraordinarily popular since we started it in 2019. Each speaker is a firm owner with at least 20 years experience. Designed for the staff person with 0-3 years of experience it provides hands-on training for non-traditional employees in preparing Forms 1040, A,B,C,D, E and depreciation. Each day ends with a student’s manually-prepared 1040, which is then explained individually (but not graded or picked up) by the professional instructors. Attendees in 2023 commented that they were afraid of the case study but found it exhilaratingly useful, and that the training was immediately useful. ***Not applicable for CPE credit***
Registration Deadline: January 12, 2024
January 13-14, 10:00 AM - 6:00 PM EST
Irs number pending
Registration Deadline: January 19, 2025
January 20-21, 9:00 AM - 5:00 PM EST
Registration Deadline: January 23, 2025
January 24, 10:00 AM - 6:00 PM EST
THIS IS A REBROADCAST - Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
Click here for VSTAP event policies
