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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.
Presenter: TaxSpeaker
Registration Deadline: July 22, 2026
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
July 23, 12:00- 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.
IRS Number: TATHT-T-00165-26-O
Due to the changes at IRS, moving more toward Artificail Intelligence on online data as opposed to IRS employee interaction, this class is designed to go in depth, and demonstrate, how to navigate the Tax Professional, Individual, and Business portals available on IRS.gov. In addition, resources available on the website will be discussed, and IRS Transcripts will be reviewed so that practitioners can understand the format the IRS uses to display taxpayer account information. Lastly, there will be a discussion of the newer IRS notices for Math Errors and corrections to filed returns.
At the end of the course, the practitioner will have a working knowledge of the resources available on IRS.gov, how to navigate the system, and correspond online with IRS regarding notices.
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, 2026 3:00 - 5:00 EST
Additional Information
Disclaimer
S CORPORATIONS A-Z
IRS #: TATHT-T-00073-22-O
Registration Deadline: July 27, 2026
Cost: $310/Members, $345/Non-members
July 28, 8:00 - 4:00 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.
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-00159-26-O
Description: Lecture presentation plus accompany power point slides. Part 1 reviews 2026 filing requirements, rates and rules. Part 2 analyzes all taxable and exempt fringe benefits for employees. Part 3 explains tax compliance and planning rules for all taxpayers with Part 4 devoted solely to retirement plans and maximizing the tax benefits within the rules. Part 5 educates regarding estate and gift tax rules and utilizing and understanding the limits, with an additional special chapter for trusts and special topics Part 6 devoted primarily to small business compliance with rules for depreciation and deduction, and the course ends with some special tax actions that can be taken by taxpayers in low income years.
What a thorough course. Designed to review old rules and explain new rules, this course covers the gamut of current and future tax planning moves for W-2 employees and retirees; estate and gift planning and business owners; good years, bad years and future years; taxpayers and heirs. Complete with pages of checklists, over 50 immediately useful ideas and deductions this course is guaranteed to provide the student with ideas, clearly defined compliance guidelines, written clear examples, and practitioner-oriented implementation steps.
Registration Deadline: May 14, 2026
Schedule: Aug 6, 2026: 8:00am - 4:00pm
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
SOCIAL SECURITY & MEDICARE
IRS Number: TATHT-T-00158-26-O
Nearly ten years ago Bob Jennings CPA, CFP® wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics.
In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office.
This course also includes a short review of Medicare. Updated to include the latest 2020 amounts, we guarantee the value of this class to you both personally and professionally.
This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, children and other dependents, and disability. We then conclude with an in-depth and up-to-date explanation of Medicare. In prior years this course was sold to the general public as an Amazon best-seller on Social Security.
Registration Deadline: Aug 10, 2026
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.
May 11, 2026: 8:00am - 4:00pm
Attendee Requirements: 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.
IRS Number:TATHT-T-00160-26-O
AI is changing how work gets done, but not all tools are safe for client data. This practical course compares the four major AI platforms—ChatGPT, Claude, Gemini, and Microsoft Copilot—explaining how each handles your data, what gets used for training, and which options are appropriate for tax professionals. We'll show you what AI actually does well (and where it falls short), then teach you effective prompting techniques to get better results in less time. You'll learn safe ways to use AI for drafting client communications, creating office procedures, and improving efficiency—without putting confidential information at risk.
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.
IRA'S, ROTH'S AND CONVERSIONS
IRS Number: TATHT-T-00166-26-O
During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.
This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.
Registration Deadline: Aug 26, 2026
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.
Aug 27, 2026 11:00 - 2:00 EST
Complete Retirement Guide
IRS Number: TATHT-T-00163-26-O
Lecture presentation plus accompany power point slides. Part 1reviews the rules for pension plan credits, top-heavy and discrimination tests, defined contribution plans, SEP-IRAs and SIMPLE-IRAs as well as ROBS issues. Part 2 reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs. The 2nd half of the course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment.
Upon completion of Part 1 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).
Part 2 instructs the student in all types of deductible, non-deductible and Roth IRAs. Included are discussions on qualification for contributions, allowable investments, rollover and conversion rules and limits, transfers, QCD’s, 1 time HSA transfers and planning. It is a complete reference guide to all things IRA! The 2nd half of the course course instructs the student in determining when distributions are required and how to calculate them for IRAs and qualified plans. We also discuss the penalties for failure to take RMD’s (and how to waive them) and the exceptions to the 10% early withdrawal penalty. Additional discussions are provided for QCDs. The remainder of the course discusses inherited accounts, RMD and rollover options and rules for spouses and non-spouse beneficiaries.
Registration Deadline: Aug 30, 2026
Aug 31, 2026 10:00-6:00 EST
LLC's and Partnerships in Depth
IRS Number: TATHT-T-00171-26-O
Upon completion of this course, you will be able to-Prepare individual tax returns for partnerships and LLCs; Provide clients with the characteristics, advantages, and disadvantages of LLCs; Advise clients on forming a partnership or an LLC; Advise clients about methods of accounting and partnership/LLC tax returns; Properly treat partner and partnership items with regard to basis and calculate a partner’s basis; Advise clients on the proper treatment of members leaving an LLC and selling their interest.
Registration Deadline: Sep 1, 2026
Sep2, 2026: 9:00am - 5:00pm
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.
EDUCATION DEDUCTIONS & CREDITS
IRS Number: TATHT-T-00105-24-O
This course explains all education savings programs, tax deductions, compliance rules and reporting for 529 plans, Series EE Bonds, American Opportunity and Lifetime Credits, employer assistance programs and student loan interest deductions.
Registration Deadline: Sep 13, 2026
Course Objectives
This course is designed to explain tax-advantaged methods of saving for college, tax deductions and credits for taxpayers. Included in the course are explanations of 529 plans, college financial aid, Coverdell ESAs, American Opportunity and Lifetime credits, Series EE bonds, employer assistance programs and student loan interest.
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.
Sep 14, 2:00 - 4:00 PM EST
1041'S FOR TRUST & ESTATES
IRS Number: TATHT-T-00154-26-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.
Learning Objectives: Upon completion of this course you will be able to: 1. Define estate 2. Identify the duties of the fiduciary 3. Identify the characteristics of QSSTs 4. Determine what qualifies as a grantor trust 5. Identify the qualities of estates and trusts 6. Identify the purpose of the probate court 7. Identify the purpose of the Income Distribution Deduction 8. Determine how to compute amortization allowances 9. Define short tax year 10. Determine what qualifies as IRD 11. Identify the options for IRAs inherited by a spouse 12. Define distributions in kind 13. Define discretionary income distributions 14. Define Irrevocable Living Trusts 15. Determine the advantages of Revocable Living Trusts
Registration Deadline: Sept 23, 2026
Sept 24, 2026 8am-4pm
Attendee Requirements: 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.
IRS Number: Pending
The 2026 Tax Year embraces the final results of the 2025 OBBBA with massive changes in business tax compliance and planning. The course begins with a discussion of the 71 new tipped occupations that employers will have to note on W-2’s, and self-employeds on Form 4137. A quick similar discussion is made on how and where to report overtime based on 2026 IRS guidance. We then move quickly to the new charity deduction rules (with examples) for C corporations before heading to a deep analyses of the new 168(n) building depreciation rules (again with multiple examples). With the over 25 changes to fringe benefit programs for 2026 we have added a special chapter to discuss all the new and modified fringe benefit programs from an employer’s point of view. 2026 is a big year for LLC tax changes with 2 new reporting forms, multiple SE tax court cases that will upend your opinions, and new analyses of day to day partnership activities. Not yet done, we then explain the new retirement changes regarding deferrals and planning and employer provided Trump accounts. Finally this learning overload will conclude with our review of S Corporation tax issues. Along the way this year we are also adding a major discussion chapter for business owner tax planning by explaining, with examples, the incredible 1202 tax-free business sale rules, the 1244 ordinary loss deduction, and the O-Zone as applied to small business.
Each type of entity is given special attention with its own chapter. The S corp chapter will emphasize timely/late elections, owner fringe benefits and wages, as well as basis, distributions and the use of ESBT’s for family ownership transfers. 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.
All attendees receive the hyperlinked PDF E-Book.
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.
Registration Deadline: Sept 27, 2026
Sept 28-Sep 29/ 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.
The Tax Cuts bill changed everything we know about the formation and operation of C corporations, LLC’s and S corporations. With in-depth coverage of LLC, S and C corporate tax issues the 2020 in-depth course will also include detailed analyses of the choice of entity that best fits the taxpayer, and corporate formation issues. The LLC chapter will provide guidance on the new partnership audit regulations; the C corporation chapter will discuss the new tax rate and penalty taxes; and the S corporation chapter will examine the 20% flow through deduction, plus the impact of the new tax law on built in gains and the interaction of wages vs. the flow through deduction. Combining the 3 focus areas of C corporations, S corporations and LLC taxation with these two special topics will make this one of the most relevant courses a participant will take in 2020.
Every chapter has been updated for the business effects of the end-of-2019 Secure Act, both March 2020 tax bills, and Both PPP and PPPFA Bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 5 different bills into a massive year of tax changes.
In response to your requests, our S Corporation chapter has been expanded with a new completed 2019 Form 1120S case study, discussion of Passive income and Built in Gains and analyses of this year’s court cases. The C Corporation chapter has also been updated reflecting all of the new NOL changes. The Business interest chapter now includes the brand new law changes and the LLC chapter-wow, the biggest year of changes for LLC’s since 1986.
Scheduled Speakers: (Tax Speaker could change the assigned speakers at any time due to illness or availability. VSTAP can NOT guarantee these speakers)
Seminar Location & Hotel Reservations
2925 Emerywood Parkway, Richmond, Virginia, 23294, USA
To reserve online click here
Course Objective:
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:
The Big Beautiful Bill- Version 2
IRS Number: TATHT-T-00172-26-O
The course reviews all income tax changes of the 2025 OBBBA including individual and business changes. It explains the background behind every change and then, with examples and citations, explains the changes made and their effects on taxpayers
This course includes discussions on every individual and business income tax change. It starts with individual changes including new deductions on tips, overtime and auto loan interest and also discusses changes to credits, itemized deductions, educator expenses and charity, with multiple examples and worksheets. The business changes include in-depth discussion and planning of Sec. 179, Bopnus, the new bonus write-off for buildings and the changes to employer fringe benefits.
Registration Deadline: Oct 25, 2026
Oct 26, 2026: 8:00am - 4:00pm
FEDERAL TAX UPDATE-INDIVIDUAL
IRS Number: TATHT-T-00173-26-O
Many firms wish to attend an annual update that covers all the changes that affect individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your individual tax clients. This class will include the latest modifications from Congress as well as other relevant IRS Notices, announcements, ruling and court cases for individuals. In-depth extended coverage of the most common 1040 problem issues will provide attendees with practical, hands-on tools for the upcoming season.
Upon completion of this course you will be able to inform clients of the latest modifications from Congress, as well as other relevant IRS Notices, announcements, rulings, and court cases for individuals. Participants will be able to explain changes affecting expiring federal tax provisions, income & deduction issues, IRAs, retirement distributions & penalties, passive activities, and unusual items such as passive activities. The course will cover the most common 1040 issues and will provide attendees with practical, hands-on tools for the upcoming season.
Registration Deadline: November 1, 2026
November 2, 9:00 AM - 5:00 PM EST
Registration Deadline: Nov 4, 2026
Schedule: Nov 5, 2026: 10:00am - 6:00pm
Registration Deadline: Nov 15, 2026
Nov 16- Nov 17/ 10:00 AM - 6:00 PM EST
IRS Number Pending
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2026 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 Newport News for 2026.
Hotel:
Holiday Inn Newport News- City Center 980 Omni Blvd, Newport News, VA, 23606
The Reservation Link for the event will be added at a later date
December 7-8, 8:00 AM - 4:00 PM EST
IRS Number:TATHT-T-00174-26-O
We start by covering employer requirements for hiring, record keeping, and posted information, and then move to employee payroll forms (including the I-9). We then move to wage discussions, 941 and 940 deposit and completion requirements, and finish the section with W-2 preparation issues. The second chapter deals with 1099 preparation and compliance issues. This one simple course is all you and your employees need to complete quarterly and annual payroll tax forms.
Upon completion of this course, you will be able to accurately file quarterly and annual payroll returns, properly issue employee W-2’s, including corrected returns when necessary and complete and file 1099’s as needed.
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.
IRS Number: TATHT-T-00169-26-O
A review of the revised IRS procedures with regard to reporting additional information reporting forms for the W-2s and 1099s, focusing on the Tip Deduction, Overtime, Qualified Charitable Contributions, and additional reporting requirements.
Registration Deadline: Dec 14, 2026
Dec 15, 2026 3:00 - 5:00 EST
