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Calendar of Events

Below is a pre-view of upcoming courses and events that may be of interest to you. You may register online by selecting the 'Show Details >>' link for a particular event, or download this manual registration form to mail in to our office. Thank you for considering VSTAP for your professional education needs; we look forward to seeing you soon at an upcoming event.

    • 22 Oct 2020
    • 7:30 AM (EDT)
    • 23 Oct 2020
    • 4:00 PM (EDT)
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    • 66
    Register


    Business Tax In Depth Seminar Information  

    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 effects of the end-of-2019 Budget Bill and both March 2020 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 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.

    Speaker: Ron Roberson, CPA

    Seminar prices go up after October 7, 2020. If you are not a VSTAP member, but want to get the member rate, you can join online.

     October 22  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     October 23  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    DoubleTree by Hilton Hotel Williamsburg 
    50 Kingsmill Road, Williamsburg, VA 23185
    Hotel Telephone: 757-220-2500
    Map & Directions

    Discount rooms are available at the rate of $119/night through 9/21/2020. Make your reservations early to ensure that you're able to get into the room block.  You may also call the hotel at 757-220-2500. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Update
    Prerequisites: 1 Year of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board 

    Course Objective:

    Upon completion of this course, you will be able to-Explain the latest changes in tax law to your business clients; Summarize the various methods of accounting that are available; Determine the appropriate treatment for various business expenses; Assist clients with the formation of a C or an S corporation; Define a controlled group and determine the tax issues that are affected with controlled groups; Determine the proper classification of individuals working for you and assist clients in determining if individuals working for them are employees or independent contractors; Inform clients of the various characteristics and tax implications of the C corporation form of business entity; Determine if a corporation qualifies to file the election for S status; and much more..

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  An administrative charge of $50 will be applied to all refunds.

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will be charged a $125 cancellation fee and the balance of the registration will be applied to a future VSTAP event. R

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 

    This seminar has been approved by:




    • 29 Oct 2020
    • 7:30 AM (EDT)
    • 30 Oct 2020
    • 4:00 PM (EDT)
    • 52
    Register


    Business Tax In Depth Seminar Information  

    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 effects of the end-of-2019 Budget Bill and both March 2020 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 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.

    Speaker: Bill Leonard, CPA, MAFF, CGMA

    Seminar prices go up after October 14, 2020. If you are not a VSTAP member, but want to get the member rate, you can join online.

     October 29  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     October 30  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    Northern Virginia hotel details coming later in 2020.

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Update
    Prerequisites: 1 Year of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board 

    Course Objective:

    Upon completion of this course, you will be able to-Explain the latest changes in tax law to your business clients; Summarize the various methods of accounting that are available; Determine the appropriate treatment for various business expenses; Assist clients with the formation of a C or an S corporation; Define a controlled group and determine the tax issues that are affected with controlled groups; Determine the proper classification of individuals working for you and assist clients in determining if individuals working for them are employees or independent contractors; Inform clients of the various characteristics and tax implications of the C corporation form of business entity; Determine if a corporation qualifies to file the election for S status; and much more..

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  An administrative charge of $50 will be applied to all refunds.

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will be charged a $125 cancellation fee and the balance of the registration will be applied to a future VSTAP event. R

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 



    This seminar has been approved by:




    • 19 Nov 2020
    • 7:30 AM (EST)
    • 20 Nov 2020
    • 4:00 PM (EST)
    • 70
    Register


    1040 Tax In Depth Seminar Information  

    Our 2020 course will include detailed coverage, with planning ideas, of the latest changes from the 2019 Budget Bill, the Tax Cuts and Jobs Act, the Families First Act from 3/20 and the CARES Act from 3/2020 with special focus coverage of sole proprietorship issues and IRA’s as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country.

    Every chapter has been updated for the effects of the end-of-2019 Budget Bill and both March 2020 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 different bills into a massive year of tax changes.

    The 1040 In Depth course manual is America’s only independently awarded recognition for multiple years as the top Research live course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information. All live seminar attendees are also provided with: PDF of hyperlinked manual, our 4-page laminated desktop reference “Fingertip Facts” and a free 2 hour self-study ethics course.

    Speaker: Bill Leonard, CPA, MAFF, CGMA

    Seminar prices go up after November 4, 2020. If you are not a VSTAP member, but want to get the member rate, you can join online.

     November 19  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     November 20  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    Northern Virginia hotel details coming later 2020.

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board

    Course Objective:

    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  An administrative charge of $50 will be applied to all refunds.

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will be charged a $125 cancellation fee and the balance of the registration will be applied to a future VSTAP event. R

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 

    This seminar has been approved by:




    • 19 Nov 2020
    • 4:30 PM - 6:30 PM (EST)
    Register


    Virginia Specific Ethics for CPAs Information 

    This training has been created to help you meet the Virginia Board of Accountancy's (VBOA) annual 2-hour (100-minute) CPE requirement for 2020. Section 18VAC5-22-90 of the Virginia Board of Accountancy's regulations requires that all Virginia CPAs subject to continuing professional education must take an annual 2-hour ethics course acceptable to the VBOA. Each year, the VBOA provides an outline of topics to be included.

    This training is specific to licensed Virginia CPAs working in the accounting profession for public practice, industry, government, nonprofits and academia. All CPAs are subject to Virginia CPE requirements. Visit the Virginia Board of Accountancy website for more information.

    This program is being held in conjunction with the 1040 Tax In Depth. Separate registration required to attend either or both events. 

    Course Location

    Northern Virginia hotel details coming later 2020.

    Additional Information 

    Instructor: Michelle Fowler, President (CPA, CIA, CISA, CRMA)

    Michelle is the founder and President of Fowler & Company, LTD and has been working in banking and internal audit since 1990. Founded in 2001, Fowler & Company's specialized focus is on internal audit, training, risk, internal controls, and compliance. Michelle is an engaging and highly rated speaker and author. Her diverse combination of Internal Audit training and consulting gives her a unique perspective and provides current "real world" experience. Michelle holds the designations of Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor, and Certification in Risk Management. Michelle's experience prior to Fowler & Company includes time in public accounting, including Deloitte, and working in internal audit shops in both the United States and the United Kingdom. She is active with the IIA and other not-for-profit organizations. She can be reached at 804-350-8654 or mfowler@fowlerandcompany.com.

    CPE: 2
    Field of Study: Regulatory Ethics 
    Program Level: Update
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA & VBOA

    Objectives:

    • Distinguish the American Institute of CPAs (AICPA) Code of Professional Conduct and how it relates to enforcement cases
    • Identify changes to the volunteerism guidelines for CPAs in Virginia
    • Recognize rules and regulations that guide the profession in the state of Virginia
    • Analyze the difference between professional skepticism and professional judgment
    • Identify different ethical decision-making models
    • Apply decision-making models to come to informed decisions during ethical dilemmas

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will have the balance of the registration will be applied to a similar future VSTAP event. 

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 

     This seminar is approved by: 

    Virginia Board of Accountancy 

    • 07 Dec 2020
    • 7:30 AM (EST)
    • 08 Dec 2020
    • 4:00 PM (EST)
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    • 72
    Register


    1040 Tax In Depth Seminar Information  

    Our 2020 course will include detailed coverage, with planning ideas, of the latest changes from the 2019 Budget Bill, the Tax Cuts and Jobs Act, the Families First Act from 3/20 and the CARES Act from 3/2020 with special focus coverage of sole proprietorship issues and IRA’s as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country.

    Every chapter has been updated for the effects of the end-of-2019 Budget Bill and both March 2020 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 different bills into a massive year of tax changes.

    The 1040 In Depth course manual is America’s only independently awarded recognition for multiple years as the top Research live course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information. All live seminar attendees are also provided with: PDF of hyperlinked manual, our 4-page laminated desktop reference “Fingertip Facts” and a free 2 hour self-study ethics course.

    Speaker: Bill Leonard, CPA, MAFF, CGMA and Jeff Milligan, CPA

    Seminar prices go up after November 22, 2020. If you are not a VSTAP member, but want to get the member rate, you can join online.

     December 7  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     December 8  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    DoubleTree by Hilton Hotel Williamsburg 
    50 Kingsmill Road, Williamsburg, VA 23185
    Hotel Telephone: 757-220-2500
    Map & Directions

    Discount rooms are available at the rate of $109/night through 11/6/2020.  You may also call the hotel at 757-220-2500. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board

    Course Objective:

    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  An administrative charge of $50 will be applied to all refunds.

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will be charged a $125 cancellation fee and the balance of the registration will be applied to a future VSTAP event. R

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 

    This seminar has been approved by:



    • 07 Dec 2020
    • 4:30 PM - 6:30 PM (EST)
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    Register


    Virginia Specific Ethics for CPAs Information 

    This training has been created to help you meet the Virginia Board of Accountancy's (VBOA) annual 2-hour (100-minute) CPE requirement for 2020. Section 18VAC5-22-90 of the Virginia Board of Accountancy's regulations requires that all Virginia CPAs subject to continuing professional education must take an annual 2-hour ethics course acceptable to the VBOA. Each year, the VBOA provides an outline of topics to be included.

    This training is specific to licensed Virginia CPAs working in the accounting profession for public practice, industry, government, nonprofits and academia. All CPAs are subject to Virginia CPE requirements. Visit the Virginia Board of Accountancy website for more information.

    This program is being held in conjunction with the 1040 Tax In Depth. Separate registration required to attend either or both events. 

    Course Location

    DoubleTree by Hilton Hotel Williamsburg
    50 Kingsmill Road, Williamsburg, VA 23185
    Hotel Telephone: 757-220-2500
    Map & Directions

    Additional Information 

    Instructor: Michelle Fowler, President (CPA, CIA, CISA, CRMA)

    Michelle is the founder and President of Fowler & Company, LTD and has been working in banking and internal audit since 1990. Founded in 2001, Fowler & Company's specialized focus is on internal audit, training, risk, internal controls, and compliance. Michelle is an engaging and highly rated speaker and author. Her diverse combination of Internal Audit training and consulting gives her a unique perspective and provides current "real world" experience. Michelle holds the designations of Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor, and Certification in Risk Management. Michelle's experience prior to Fowler & Company includes time in public accounting, including Deloitte, and working in internal audit shops in both the United States and the United Kingdom. She is active with the IIA and other not-for-profit organizations. She can be reached at 804-350-8654 or mfowler@fowlerandcompany.com.

    CPE: 2
    Field of Study: Regulatory Ethics 
    Program Level: Update
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA & VBOA

    Objectives:

    ·  Distinguish the American Institute of CPAs (AICPA) Code of Professional Conduct and how it relates to enforcement cases
    ·  Identify changes to the volunteerism guidelines for CPAs in Virginia
    ·  Recognize rules and regulations that guide the profession in the state of Virginia
    ·  Analyze the difference between professional skepticism and professional judgment
    ·  Identify different ethical decision-making models
    ·  Apply decision-making models to come to informed decisions during ethical dilemmas 

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will have the balance of the registration will be applied to a similar future VSTAP event. 

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 

    This seminar is approved by: 

    Virginia Board of Accountancy 

    • 07 Jan 2021
    • 7:30 AM (EST)
    • 08 Jan 2021
    • 5:00 PM (EST)
    • Renaissance Portsmouth-Norfolk Waterfront Hotel, 425 Water St, Portsmouth, VA 23704
    Register


    1040 Tax In Depth Seminar Information  

    Our 2020 course will include detailed coverage, with planning ideas, of the latest changes from the 2019 Budget Bill, the Tax Cuts and Jobs Act, the Families First Act from 3/20 and the CARES Act from 3/2020 with special focus coverage of sole proprietorship issues and IRA’s as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country.

    Every chapter has been updated for the effects of the end-of-2019 Budget Bill and both March 2020 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 different bills into a massive year of tax changes.

    The 1040 In Depth course manual is America’s only independently awarded recognition for multiple years as the top Research live course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information. All live seminar attendees are also provided with: PDF of hyperlinked manual, our 4-page laminated desktop reference “Fingertip Facts” and a free 2 hour self-study ethics course.

    Speakers: Jeff Milligan, CPA and Gregg Goodsell, EA

    Seminar prices go up after December 23, 2020. If you are not a VSTAP member, but want to get the member rate, you can join online.

     January 7  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     January 8  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:30 pm  Seminar

    Seminar Location & Hotel Reservations

    Renaissance Portsmouth-Norfolk Waterfront Hotel 
    425 Water St, Portsmouth, VA 23704
    Hotel Telephone: 757-673-3000 
    Map & Directions
    Parking: Costs $7/day for self-parking and $19/day for valet parking. 

    Room rate details coming later 2020.

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board

    Course Objective:

    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Refunds and Cancellations

    Cancelations and requests for refunds MUST be done in writing by e-mail or mail.  Postmarks for mail must be before the cancelation date.  Phone calls and phone messages will not qualify as notice of cancellation.

    Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds.  An administrative charge of $50 will be applied to all refunds.

    Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will be charged a $125 cancellation fee and the balance of the registration will be applied to a future VSTAP event. R

    COVID 19 Pandemic Cancellation- Because of the impacts on events and professional development caused by the COVID 19 pandemic, VSTAP may be forced to hold this event in a virtual online format or postpone the event.  Should the event need to be changed to a virtual event the cost difference between the event and your paid registration will be refunded to you.  If the event is postponed or cancelled your registration will be applied to the next in-person VSTAP event of the same title in the same city.    If the event is not held as originally planned or held as a virtual event, the administrative fee will be waived for refund requests as long as the request for cancellations and refunds are requested according to the rest of this policy. 

    This seminar has been approved by:



    • 12 Jul 2021
    • 8:00 AM (EDT)
    • 14 Jul 2021
    • 4:30 PM (EDT)
    • The Virginian Hotel, Lynchburg, VA


    This event is NOT restricted to members only. Check out the program schedule and plan to attend. Your full registration includes continuing education, the VSTAP annual meeting and banquet. 

    Schedule, speaker & course details coming soon! 

    Hotel Information
    The Virginian Hotel 
    712 Church Street, Lynchburg, VA 24504
    Room Rate: $135 (plus taxes & fees)
    Day & overnight self-parking for attendees is complimentary, valet parking is $10/per car. 

    Reservations: Please use this link to make reservations online or please call the hotel direct at (434) 329–3200 to reserve your rooms. Please reference that you are with the Virginia Society of Tax and Accounting Professionals group. Reservation deadline is Friday, June 9, 2021. Please note that rates are available 2 days before and after the meeting. All reservations are subject to a 48-hour cancellation policy, reservations cancelled within 48 hours of arrival will be charged one night's room and tax. 

    A centerpiece of downtown Lynchburg since 1913, this magnificent hotel has been thoughtfully restored to its historic grandeur and refreshed with modern amenities. Walk to restaurants and boutiques, stroll along the James River, and dive into the arts and creative scene. Downtown is full of hidden gems, Point of Honor is a mile away, and the Snowflex Center is nearby for year-round skiing.

    Check out the The Virginian Hotel, Curio Collection by Hilton website for hotel info, directions, and photos.  

    VSTAP is an approved CE sponsor for the following:

         


    Click here for further sponsor details. 
    * Please note: CFP CE reporting is not available for this program.

    Paying for registration by check:
    Balances are due prior to the start of the event. If you would like to pay with a check, please complete the online registration (chose pay offline), print out your invoice and mail with payment to VSTAP, PO Box 3363, Warrenton, VA 20188.

    Cancellation Policy:
    Cancellations must be received in writing:
    • if received prior to June 30, refund provided less a $50 administration fee
    • if received after June 30, no refund  will be provided
    • No shows will not be refunded 

Past Events

09 Jan 2020 1040 Tax In Depth, Portsmouth (16 Credits)
09 Dec 2019 Virginia Specific Ethics for CPAs - Williamsburg (2 Credits)
09 Dec 2019 1040 Tax In Depth, Williamsburg (16 Credits)
21 Nov 2019 Virginia Specific Ethics for CPAs - Ashburn (2 Credits)
21 Nov 2019 1040 Tax In Depth, Ashburn (16 Credits)
28 Oct 2019 Business Tax In Depth, Ashburn (16 Credits)
17 Oct 2019 Business Tax In Depth, Williamsburg (16 Credits)
27 Sep 2019 Traps and Pitfalls in Estate Planning, Richmond (8 Credits)
10 Jun 2019 2019 Annual Conference (20 hours)
10 Jan 2019 1040 Tax In-Depth, Tidewater (with Networking Social) | 16 CE
10 Dec 2018 Virginia Ethics for CPAs - Williamsburg | 2 CE
10 Dec 2018 1040 Tax In-Depth, Williamsburg (with Networking Social) | 16 CE
15 Nov 2018 Virginia Ethics for CPAs - Ashburn | 2 CE
15 Nov 2018 1040 Tax In-Depth, Ashburn (with Networking Social) | 16 CE
25 Oct 2018 Business Tax In-Depth, Ashburn (with Networking Social) | 16 CE
18 Oct 2018 Business Tax In-Depth, Williamsburg (with Networking Social) | 16 CE
27 Sep 2018 2018 Tax Cuts & Jobs Act
13 Sep 2018 Fall 2018 CE Triple Play - DISCOUNT (offer expires 9/13/2018)
13 Jun 2018 Circular 230 Ethics - VA Beach
13 Jun 2018 Virginia Ethics for CPAs - VA Beach
13 Jun 2018 2018 Annual Conference
22 Feb 2018 Understanding Field Assistance Services (IRS Webinar)
07 Feb 2018 Understanding Data Compromise Schemes and IRS's Responses to Them
11 Jan 2018 1040 Tax In-Depth, Tidewater VA (with Networking Social)
08 Dec 2017 Virginia Ethics for CPAs - Williamsburg
07 Dec 2017 1040 Tax In-Depth, Williamsburg VA (with Networking Social)
28 Nov 2017 Tax Security Awareness Roundtable (Panel Discussion)
16 Nov 2017 Virginia Ethics for CPAs - Ashburn
16 Nov 2017 1040 Tax In-Depth, Ashburn VA (with Networking Social)
26 Oct 2017 Business Tax In-Depth, Ashburn VA (with Networking Social)
19 Oct 2017 Business Tax In-Depth, Richmond VA (with Networking Social)
18 Sep 2017 2017 NSA EA Exam Prep Course in Virginia
30 Aug 2017 IRS Webinar - Reporting of Foreign Bank and Financial Accounts on the Electronic FBAR
29 Aug 2017 1041 - Trusts & Estates
28 Aug 2017 Compilation & Review
21 Aug 2017 NSA Annual Meeting and Convention
16 Aug 2017 IRS Offer in Compromise & Private Debt Collection Webinar
24 May 2017 Virginia Ethics for CPAs - Richmond
22 May 2017 Technology & 2017 Annual Conference
12 Jan 2017 1040 Tax In-Depth, Tidewater VA (with Networking Social)
09 Dec 2016 Virginia Ethics for CPAs - Williamsburg
08 Dec 2016 1040 Tax In-Depth, Williamsburg VA (with Networking Social)
17 Nov 2016 Virginia Ethics for CPAs - Ashburn
17 Nov 2016 1040 Tax In-Depth, Ashburn VA (with Networking Social)
20 Oct 2016 Business Tax In-Depth, Ashburn VA (with Networking Social)
03 Oct 2016 Business Tax In-Depth, Williamsburg VA (with Networking Social)
21 Sep 2016 EA Exam Prep Course
08 Jun 2016 2016 Annual Conference (Reverse Mortgages; Fringe Benefits; VA Ethics for CPAs; Circular 230 Ethics; Social Security & Medicare and more)
07 Jan 2016 1040 Tax In Depth, Tidewater (with Networking Social)
02 Dec 2015 Annual Federal Tax Refresher, Williamsburg
01 Dec 2015 Virginia Ethics for CPAs
30 Nov 2015 1040 Tax In Depth, Central VA (with Networking Social)
13 Nov 2015 Virginia Ethics for CPAs
12 Nov 2015 1040 Tax In Depth, NoVA (with Networking Social)
22 Oct 2015 Business Tax In-Depth, NoVA (with Networking Social)
05 Oct 2015 Business Tax In-Depth, Central VA (with Networking Social)
22 Sep 2015 Board Meeting
10 Aug 2015 Compilation & Review
12 Jun 2015 Annual Meeting & Banquet
12 Jun 2015 Virginia Ethics for CPAs
12 Jun 2015 Circular 230 Ethics
11 Jun 2015 Introduction to Social Security & Medicare
11 Jun 2015 Estate & Gift Update
11 Jun 2015 Annual Federal Tax Refresher, Fredericksburg
11 Jun 2015 67th Annual Conference
31 May 2015 Announcing - Annual Federal Tax Refresher
15 May 2015 Board Meeting
13 Jan 2015 Board Meeting
08 Jan 2015 TaxSpeaker 2014: 1040 Tax In Depth, Tidewater
16 Dec 2014 Virginia Ethics 2014 for CPAs
15 Dec 2014 TaxSpeaker 2014: 1040 Tax In Depth, Central VA (with Networking Social)
18 Nov 2014 Board Meeting
14 Nov 2014 Virginia Ethics 2014 for CPAs
13 Nov 2014 TaxSpeaker 2014: 1040 Tax In Depth, NoVA (with Networking Social)
23 Oct 2014 TaxSpeaker 2014: Business Tax In-Depth, NoVA
02 Oct 2014 TaxSpeaker 2014: Business Tax In-Depth, Central VA
30 Sep 2014 TaxSpeaker 2014: Annual Federal Tax Refresher, Central VA
29 Sep 2014 TaxSpeaker 2014: Tax Aspects of the Health Care Bill, Central VA
16 Sep 2014 Board Meeting
08 Jul 2014 Board Meeting
10 Jun 2014 2014: Circular 230 Ethics, Annual Meeting and Luncheon
09 Jun 2014 TaxSpeaker 2014: Tax Aspects of the Health Care Bill, NoVA
13 May 2014 Board Meeting
07 Feb 2014 Budget Approval Conference Call
24 Jan 2014 Planning & Budget Meeting
14 Jan 2014 Board Meeting
06 Jan 2014 Jennings Seminar - 1040 Tax In Depth
05 Dec 2013 Jennings Seminar - 1040 Tax In Depth
14 Nov 2013 Jennings Seminar - 1040 Tax In Depth
12 Nov 2013 Board Meeting
17 Oct 2013 Jennings Seminar - Business Tax In-Depth
03 Oct 2013 Jennings Seminar - Business Tax In-Depth
06 Sep 2013 Tax Aspects of the Health Care Bill
14 Jun 2013 Annual Meeting and Circular 230 Ethics
13 Jun 2013 Tax Aspects of the Health Care Bill
07 Jan 2013 Jennings Seminar - 1040 Tax In Depth
17 Dec 2012 RTRP Live Prep Course - SOLD OUT
06 Dec 2012 Jennings Seminar - 1040 Tax In Depth
15 Nov 2012 Jennings Seminar - 1040 Tax In Depth
18 Oct 2012 Jennings Seminar - Business Tax In-Depth
04 Oct 2012 Jennings Seminar - Business Tax In-Depth
10 Jul 2012 RTRP Live Prep Course
25 Jun 2012 RTRP Live Prep Course
18 Jun 2012 RTRP Live Prep Course
15 Jun 2012 Annual Meeting and Circular 230 Ethics
11 Jun 2012 RTRP Live Prep Course
16 May 2012 Game Plan for Success
05 Jan 2012 Jennings Seminar - 1040 Tax In Depth
05 Dec 2011 Jennings Seminar - 1040 Tax In Depth
14 Nov 2011 Jennings Seminar - 1040 Tax In Depth - SOLD OUT
20 Oct 2011 Jennings Seminar - Business Tax In-Depth
03 Oct 2011 Jennings Seminar - Business Tax In-Depth

VSTAP has entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualification of instructors and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. Sponsor number: TATHT.

VSTAP is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. Web site: www.learningmarket.org - NASBA #: 103365.


The VA Society of Tax & Accounting Professionals is an Approved Continuing Education Provider with the CFP Board. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CPF (with plaque design) and CFP (with flame design) in the US., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Sponsor ID 7523. 

©2019, Virginia Society of Tax & Accounting Professionals, formerly The Accountants Society of Virginia, 
is a 501(c)6 non-profit organization.

PO Box 3363 | Warrenton, VA 20188 | Phone: (800) 927-2731 | Fax: (888) 403-0920 | asv@virginia-accountants.org

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