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Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. The discussion is team taught by a 45+ year practicing CPA as well as Taxspeaker’s own security expert and IT Director Ryan Jennings. Wait, we’re not done with security though as we then discuss the risks and use of artificial intelligence in a tax office and then enter the security world of the IRS, discussing WISP’s, and providing a WISP plan template as well as remote work policies, computer & internet use policies and other useful policies. The final portion of security then address physical risks of theft, disaster and day to day operations.
Presenter: TaxSpeaker
Cost: $200/Members, $235/Non-members
Registration Deadline: June 13, 2025
Zoom: Important Information- 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.
Schedule
June 16, 10:00 - 2:00 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.
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.
Cost: $165/Members, $200/Non-members
Registration Deadline: May 11, 2025
May 13, 12:00 - 3:00 EST
2025 Annual Members Meeting!
Join us for:
*Circular 230 Ethics (This training does not meet the Virginia Board of Accountancy Ethics requirement for Virginia CPAs.)
*Updates from VSTAP
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 recent 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: July 10, 2025
Cost: $310/Members, $345/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.
July 14, 8:00 AM - 4:00 PM EST
This is a rebroadcast
Additional Information
Disclaimer
Click here for VSTAP Event policies
Registration Deadline: July 13, 2025
July 16, 1:00 - 5:00 EST
IRS Number: 5KBKR-T-00964-25-O
This course will go through the Offer in Compromise process, from determining if the client is even a qualified candidate for the program to determining the best OIC to ask for, the pitfalls of a failed OIC, and the documentation requirements.
Registration Deadline: July 20, 2025
Cost: $100 members, $140 nonmembers
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.
July 23, 10:00 AM - 11:00 AM EST
IRS Number: 5KBKR-T-00963-25-O
This course is a comprehensive examination of the tax treatments of vehicle use in a business. It is designed to assist the tax professional in proper classification, depreciation, record keeping requirements, and employee use of vehicles.
Cost: $145 members, $180 nonmembers
July 23, 12:00 PM - 2:00 PM EST
You’ve been waiting for clear guidance on how to handle the tax aspects of vacation home rentals and here it is. We guide you through allocated expenses, where to report, loss limits and more
Cost: $145/Members, $180/Non-members
Registration Deadline: July 22, 2025
July 24, 2:00 - 4:00 EST
This class should enable the student to understand the terminology used in cryptocurrency taxation. It then guides the student through the individual tax aspects of sales, purchases, mining, accepting crypto as business revenue, staking, lending and more. Using case studies, it illustrates tax returns prepared for individuals, businesses, NFT creators and sellers and more. It shows how clients invest in and report crypto activities. We also provide a thorough review of IRS guidance.
Registration Deadline: July 23, 2025
July 25, 10:00 - 12:00 EST
PREPARATIONS, COMPILATIONS & REVIEW
Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. Written and taught by experienced practitioners, we’re giving you applicable, relevant guidance at every step, including dozens of example report, engagement, and client letters, as well as unofficial checklists. Together, we will walk through a rapid review of the latest SSARS and alerts, plus discussion of the requirements for prepared financial statements and disclaimers. Each session also includes a deep-dive into requirements for preparations or compilations with example letters and reports. All of this is framed in real-life implementation tips and examples. Upon completion of this course, attendees will be able to identify the different Sections of SSARS, requirements of the ARSC, and characteristics of the new standards for AR-C Sections, including defined terms.
Registration Deadline: August 16, 2025
August 19, 10:00 - 6:00 PM EST
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.
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 recent 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: August 24, 2025
August 26, 9:00 AM - 5:00 PM EST
You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
At the conclusion of this course the student will have detailed knowledge of the new IRA of 2022 credits for home efficiency improvements on residences, rental homes and new construction. The student will also receive complete instruction on clean energy credits for solar, wind and battery storage as well as a detailed analyses of the electric vehicle credits.
Registration Deadline: September 1, 2025
September 3, 10:00 - 12:00 EST
Master a well-rounded understanding of retirement planning and distributions during TaxSpeaker’s Retirement Distributions, Penalties, and Inheritances course! This 2-credit-hour course equips tax professions with practical wisdom to navigate the world of retirement finances.
This includes teaching on the identification of the five rules for withdrawal from qualified plans, the definition of a stretch IRA, and a thorough explanation of various withdrawal and distribution considerations. These considerations cover required distributions — rollovers, waiving the 60-day rollover rule, RMD beginning date, qualified charitable distributions, excess contribution penalties — as well as account owner RMD withdrawals, tricks to waive the 50% penalty for failure to take RMD, general Roth IRA distributions, and secrets of retirement withdrawals and tax planning. We’ll also dive into proper handling of qualified domestic relations order distributions and how to determine when taxpayers can make withdrawals from their IRA’s without paying a penalty.
Attendees will also gain insights on managing inherited IRA’s, such as considerations for spouses, eligible designated beneficiaries, and non-spouse beneficiaries. In addition, we will review an incorrect 1099-R form to dissect what does and does not work and why.
Registration Deadline: September 3, 2025
September 5, 10:00 - 12:00 EST
IRS NUMBER: TATHT-T-00115-24-O
Upon completion of this course, you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans, as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top-heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS).
Registration Deadline: September 4, 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. 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.
September 5, 1:00 - 5:00 PM EST
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 15, 2025
September 17, 09:00 AM - 5:00 PM EST
REAL ESTATE TAXATION IRS NUMBER: TATHT-T-00114-24-O
Registration Deadline: September 21, 2025
Cost: $310/Members, $350/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.
September 22, 10:00am - 6:00pm (Eastern)
Program Level: Intermediate
Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
PRACTICE MANAGEMENT IRS NUMBER: TATHT-T-00068-22-O
Registration Deadline: September 27, 2025
September 29, 10:00am - 6:00pm (Eastern)
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 2025, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2025 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.
Scheduled Speakers: (Tax Speaker could change the assigned speakers at any time due to illness or availability. VSTAP can NOT guarantee these speakers)
Bob Jennings CPA, EA Larry Pon CPA/PFS, CFP, EA, USTCP, AEP
Seminar Location & Hotel Reservations
Great Wolf Lodge, Williamsburg
549 East Rochambeau Drive, Williamsburg, VA 23188-2148
Room block reservations will open in June. Stay tuned!
Aerial View of Conference Center Parking and Entrance
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.
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:
BUSINESS TAX IN DEPTH
IRS Number: pending
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 2025, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2025 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 3, 2025
Cost: $500/Members, $600/Non-members
November 5-6, 10:00 AM - 6:00 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.
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: November 8, 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. 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 11, 10:00 AM - 6:00 PM EST
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
Registration Deadline: November 11, 2025
November 14-15, 9:00 AM - 5:00 PM EST
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2025 course will include detailed coverage, with planning ideas, of the latest changes from the new 2025 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.
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.
Make your plans now to join us for our 1040 Tax in Depth, moving to Richmond for 2025.
Scheduled Speakers:(Tax Speaker could change the assigned speakers at any time due to illness or availability. VSTAP can NOT guarantee these speakers)
Bob Jennings CPA, EA Mark Mirsky CPA, MST, CGMA
Hotel:
Hilton Garden Inn, Innsbrook 4050 Cox Rd, Glen Allen, VA, 23060
More information coming soon about reservations for this event.
More details, including speakers and hotel reservations, to follow.
1040 TAX IN DEPTH
Registration Deadline: December 20, 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.. 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 22-23, 8:00 AM - 4:00 PM EST
IMPORTANT NOTE - REGISTRATION DEADLINE: Due to the upcoming holidays, registrations will be taken only through December 20, 2025.
December 29-30, 9:00 AM - 5:00 PM EST
Registration Deadline: January 3, 2026
January 5-6, 9:00 AM - 5:00 PM EST
IRS Number: **NOT APPROVED FOR IRS**
Course Objectives: Upon completion of this course you will be able to: 1. Determine what qualifies for medical deductions 2. Define medical expense 3. Identify the qualities of US Savings bonds 4. Determine what factors affect qualified education expenses 5. Determine what can be deducted by Day Care facilities 6. Determine what meals and entertainment expenses can be deducted 7. Determine when Section 1041 applies 8. Identify when transfers between soon to be ex-spouses are tax free 9. Determine what can be depreciated 10. Define Bonus depreciation 11. Identify the origins of MACRS 12. Determine the MACRS lives of various items 13. Determine how an IRA may be invested 14. Identify the differences between different retirement accounts 15. Determine what is involved in making withdrawals from Roth IRAs 16. Determine where to report rollovers
January 8 from 10:00 AM - 6:00 PM January 9 from 10:00 AM - 6:00 PM
Click here for VSTAP cancellation and refund policies.
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.
January 12 from 10:00 AM - 6:00 PM January 13 from 10:00 AM - 6:00 PM
Registration Deadline: January 13, 2026
January 15-16, 9:00 AM - 5:00 PM EST
