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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. Thank you for considering VSTAP for your professional education needs; we look forward to seeing you soon at an upcoming event.

    • 27 May 2022
    • 9:00 AM - 5:00 PM
    • Online using Zoom
    Register

    Practice Management Course Information  

    The ever-increasing emphasis on taxpayer security requires that a tax professional office be run with efficient practices for operations, confidentiality, employee compliance with security standards and office policies and procedures. This course provides a hands-on operating manual to meet and exceed taxpayer confidentiality and security requirements by providing efficient operating systems, letters, policies and checklists as well as technical guidance for accuracy in tax preparation and the firm’s day-to-day operations.

    Presenter: TaxSpeaker

    Cost:  $275/Members,  $375/Non-members; Registration closes Thursday, May 26, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    May 27 from 9:00 AM - 5:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 8
    Field of Study: Business Management & Organization, Taxes
    Program Level: Basic
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and clear guides on operating systems. It shows how to improve individual and firm profitability, how to determine and increase fee structures, analyze operational and security shortcomings and deal with employees for hiring, employment and compliance concerns. The course concludes with a free extra bonus-our Exit Strategies guide for selling, buying, merging, adding a partner and IRS and AICPA confidentiality requirements.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 14 Jun 2022
    • 9:00 AM - 5:00 PM
    • Online using Zoom
    Register

    1041's for Trusts & Estates Course Information  

    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 2021 and 2022 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.

    Presenter: TaxSpeaker

    Cost:  $275/Members,  $375/Non-members; Registration closes Monday, June 13, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    June 14 from 9:00 AM - 5:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 8
    Field of Study: Taxes
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: 2-4 years tax preparation experience
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    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.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 15 Jun 2022
    • 8:00 AM - 4:00 PM
    • Online using Zoom
    Register

    Accounting & Auditing Course Information  

    With each annual guidance update issued by the Financial Accounting Standards Board and AICPA comes a need for regular practitioner training. At the most basic level, our Accounting and Auditing course offers a comprehensive explanation of auditing and accounting for non-public clients. Taught by TaxSpeaker’s® resident Certified Fraud Examiner, Bill Leonard, CPA, attendees enjoy the benefit of written and verbal instruction, including practical guidance and hands-on practice.

    At the conclusion of this course, practitioners will understand the current year’s changes from each regulatory organization and be able to apply them when preparing financial statements. Designed for accountants in public practices and industries, we’ve taken care to build material around the most recent auditing and accounting pronouncements. It’s no wonder practitioners come back to this critical course year after year to prepare for a smooth year’s practice!

    Presenter: TaxSpeaker

    Cost:  $275/Members,  $375/Non-members; Registration closes Tuesday, June 14, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    June 15 from 8:00 AM - 4:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 8
    Field of Study: Accounting, Auditing
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA

    Course Objective:

    Every year the Financial Accounting Standards Board, the AICPA and other professional bodies issue updated guidance for professional standards. At the conclusion of this course the student should understand the changes made by each standard-setting authority and be able to properly apply the latest changes to the financial statements prepared by the student. This seminar is for accountants in public practice and industry who need a comprehensive review of recent accounting and auditing pronouncements. It will provide participants with an overview of new developments in the area of accounting and auditing.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 17 Jun 2022
    • 12:00 PM - 2:00 PM
    • Online using Zoom
    Register

    Vacation Rentals Course Information  

    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.

    Presenter: TaxSpeaker

    Cost:  $120/Members,  $180/Non-members; Registration closes Thursday, June 16, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    June 17 from 12:00 PM - 2:00 PM

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 2
    Field of Study: Taxes
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    At the conclusion of this class the student will be able to accurately prepare tax returns for individuals that own vacation rental homes.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 17 Jun 2022
    • 3:00 PM - 5:00 PM
    • Online using Zoom
    Register

    From Tires to Blinkers, the Guide to Business Vehicles Course Information  

    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.

    Presenter: TaxSpeaker

    Cost:  $120/Members,  $180/Non-members; Registration closes Thursday, June 16, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    June 17 from 3:00 PM - 5:00 PM

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 2
    Field of Study: Taxes
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    At the conclusion of this course, the professional will be able to differentiate listed property, luxury auto limits, and other transportation property, the record keeping requirements, issues with employee use of company vehicles and proper reporting of each.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 11 Jul 2022
    • 1:00 PM
    • 13 Jul 2022
    • 4:30 PM
    • The Virginian Hotel, Lynchburg, VA
    Register


    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 

    Hotel Information
    The Virginian Hotel 
    712 Church Street, Lynchburg, VA 24504
    Room Rate: $135 (plus taxes & fees)
    Day & overnight self-parking for attendees is $10/night; valet parking is $15/per night. 

    Reservations: 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 10, 2022. 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 
    • 10 Aug 2022
    • 9:00 AM - 5:00 PM
    • Online using Zoom
    Register

    Best of Tax Planning & Retirement Ideas for Individuals Course Information  

    Give the very best accounting care to your individual clients with TaxSpeaker’s course on the Best of Tax Planning and Retirement Ideas for Individuals! 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 2022 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.

    Presenter: TaxSpeaker

    Cost:  $275/Members,  $375/Non-members; Registration closes Tuesday, August 9, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    August 10 from 9:00 PM - 5:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 8
    Field of Study: Taxes
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    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.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 11 Aug 2022
    • 9:00 AM - 5:00 PM
    • Online using Zoom
    Register

    S Corporations A-Z Course Information  

    If you or your clients own an S corporation, this course is just for you! TaxSpeaker’s® S Corporations from A-Z class is always up-to-date for the latest legislative changes, guiding participants through all things S corp. We include both instruction and practice to deliver a thorough comprehension of how to prepare tax returns for S corporations. This involves full guidance through formation rules and elections, plus potential late elections, and terminations (including mid-year issues). We will also cover common operating tax issues encountered with S corps, such as owner fringe benefits, pension plans, reasonable compensation and income allocations. To conclude the course, your instructor will review with you any unusual S corporation needs you may need to be prepared for: terminating the S election, built-in gains taxes, Q-subs, and the extra rare 338 step-up election.

    Presenter: TaxSpeaker

    Cost:  $275/Members,  $375/Non-members; Registration closes Wednesday, August 10, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    August 11 from 9:00 PM - 5:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 8
    Field of Study: Taxes
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: 2-4 years tax preparation experience
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    TaxSpeaker’s® S Corporations from A-Z class is always up-to-date for the latest legislative changes, guiding participants through all things S corp. The 2022 version includes a 66 page completed return including new Schedules K-2 and K-3! We include both instruction and practice to deliver a thorough understanding of how to prepare tax returns for S corporations. This involves full guidance through formation rules and elections, plus potential late elections, and terminations (including mid-year issues). We will also cover common operating tax issues encountered with S corps, such as owner fringe benefits, pension plans, reasonable compensation and income allocations. To conclude the course, your instructor will review with you any unusual S corporation needs you may need to be prepared for: terminating the S election, built-in gains taxes, Q-subs, and the extra rare 338 step-up election.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 22 Aug 2022
    • 9:00 AM
    • 23 Aug 2022
    • 5:00 PM
    • Online using Zoom
    Register

    Business Tax In Depth Course Information  

    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 2022, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2022 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.

    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.

    Presenter: TaxSpeaker

    Cost:  $375/Members,  $550/Non-members; Registration closes Friday, August 19, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    August 22 from 9:00 AM - 5:00 PM
    August 23 from 9:00 AM - 5:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 16
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: 2-4 years tax preparation experience
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    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..

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 25 Aug 2022
    • 10:00 AM
    • 26 Aug 2022
    • 6:00 PM
    • Online using Zoom
    Register

    1040 Boot Camp Course Information  

    Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for “Big 4” employment as, essentially, taxpayer-funded Big 4 training programs.

    Our solution was to develop a “1040 Boot Camp” to train non-traditional employees in how to prepare individual income tax returns as taught by actual small-firm owning, professional speaker tax professionals. The first two national courses sold out within days in 2019, followed by two more large crowds in our second round of training in January, 2020. Each speaker is a firm owner with at least 20 years experience who personally still prepare over 200 tax returns annually.

    Designed for the staff person with 0-3 years of experience it provides hands-on training for non-traditional employees in preparing Forms 1040, A,B,C,D, E and depreciation. Each day ends with a student’s manually-prepared 1040, which is then explained individually (but not graded or picked up) by the professional instructors. Attendees in 2019 commented that they were afraid of the case study but found it exhilaratingly useful.

    ***Not applicable for CPE credit***

    Presenter: TaxSpeaker

    Cost:  $450/Members,  $600/Non-members; Registration closes Wednesday, August 24, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    August 25 from 10:00 AM - 6:00 PM
    August 26 from 10:00 AM - 6:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 0
    Field of Study: Taxes
    Program Level: Basic
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    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.

    Attendee Requirements: 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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 20 Oct 2022
    • 8:00 AM
    • 21 Oct 2022
    • 4:00 PM
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    Register


    Business Tax In Depth Seminar Information  

    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 2022, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2022 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.

    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.

    Speaker: Bob Jennings, CPA, EA and Bill Leonard, CPA, MAFF, CGMA

    Seminar prices go up after September 8, 2022. If you are not a VSTAP member, but want to get the member rate, you can join online.

     October 20  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social
       
     October 21  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    DoubleTree by Hilton Hotel Williamsburg 

    50 Kingsmill Road, Williamsburg, VA 23185

    Map & Directions

    Room block information forthcoming.   

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    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-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

    If a decision is needed to be made to make these virtual events, or virtual events with a simulcast option, that decision will be made approximately 60 days prior to the event. If a decision to make the seminars virtual is made, registered attendees will be given the option for applying their payment to the virtual option or requesting a refund without fees.

    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

    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.


    This seminar has been approved by:




    • 26 Oct 2022
    • 1:00 PM - 3:00 PM
    • Online using Zoom
    Register

    20% Flow Through QBI Deduction Course Information  

    This class is designed with only 1 goal in mind: to fully explain the brand new 20% of qualified business income deduction. We discuss what types of income qualify for the deduction; what entities qualify (and don't qualify); and what phase out tests apply. We discuss and define "specified services", the W-2 threshold; the depreciable asset rules and then show you when they apply and how to calculate the effects of these phase outs. With over 25 examples, a free Excel calculator; worksheets and tables, this course will be your "go-to" to understand and apply this new deduction, just what you expect from all Taxspeaker courses.

    Presenter: TaxSpeaker

    Cost:  $120/Members,  $180/Non-members; Registration closes Tuesday, October 25, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    October 26 from 1:00 PM - 3:00 PM

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 2
    Field of Study: Taxes
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    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.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 17 Nov 2022
    • 8:00 AM
    • 18 Nov 2022
    • 4:00 PM
    • Northern Virginia
    Register


    1040 Tax In Depth Seminar Information  

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. 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. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, 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 a live 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.

    **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

    Speaker: Bill Leonard, CPA, MAFF, CGMA and Mark Mirsky, CPA, MST, CGMA

    Seminar prices go up after October 6, 2022. If you are not a VSTAP member, but want to get the member rate, you can join online.

     November 17  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social
       
     November 18  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    Hotel information forthcoming. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    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

    If a decision is needed to be made to make these virtual events, or virtual events with a simulcast option, that decision will be made approximately 60 days prior to the event. If a decision to make the seminars virtual is made, registered attendees will be given the option for applying their payment to the virtual option or requesting a refund without fees.

    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

    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.


    This seminar has been approved by:




    • 05 Dec 2022
    • 8:00 AM
    • 06 Dec 2022
    • 4:00 PM
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    Register


    1040 Tax In Depth Seminar Information  

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. 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. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, 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 a live 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.

    **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

    Speaker: Gregg Goodsell, EA

    Seminar prices go up after October 24, 2022. If you are not a VSTAP member, but want to get the member rate, you can join online.

     December 5  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social
       
     December 6  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    DoubleTree by Hilton Hotel Williamsburg 

    50 Kingsmill Road, Williamsburg, VA 23185

    Map & Directions

    Room block information forthcoming. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    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

    If a decision is needed to be made to make these virtual events, or virtual events with a simulcast option, that decision will be made approximately 60 days prior to the event. If a decision to make the seminars virtual is made, registered attendees will be given the option for applying their payment to the virtual option or requesting a refund without fees.

    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

    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.


    This seminar has been approved by:




    • 13 Dec 2022
    • 10:00 AM
    • 14 Dec 2022
    • 6:00 PM
    • Online using Zoom
    Register

    1040 Tax In Depth Course Information  

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. 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. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, 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 a live 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.

    **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

    Presenter: TaxSpeaker

    Cost:  $375/Members,  $550/Non-members; Registration closes Monday, December 12, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    December 13 from 10:00 AM - 6:00 PM
    December 14 from 10:00 AM - 6:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 16
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: 2-4 years tax preparation experience
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    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.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 19 Dec 2022
    • 8:00 AM
    • 20 Dec 2022
    • 4:00 PM
    • Online using Zoom
    Register

    1040 Tax In Depth Course Information  

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. 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. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, 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 a live 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.

    **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

    Presenter: TaxSpeaker

    Cost:  $375/Members,  $550/Non-members; Registration closes Friday, December 16, 2022 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    December 19 from 8:00 AM - 4:00 PM
    December 20 from 8:00 AM - 4:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 16
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: 2-4 years tax preparation experience
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    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 imposedby the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 05 Jan 2023
    • 8:00 AM
    • 06 Jan 2023
    • 4:00 PM
    • Portsmouth, VA
    Register


    1040 Tax In Depth Seminar Information  

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. 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. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, 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 a live 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.

    **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

    Speaker: Mark Mirsky, CPA, MST, CGMA

    Seminar prices go up after November 24, 2022. If you are not a VSTAP member, but want to get the member rate, you can join online.

     January 5  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social
       
     January 6  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    Hotel information forthcoming. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    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

    If a decision is needed to be made to make these virtual events, or virtual events with a simulcast option, that decision will be made approximately 60 days prior to the event. If a decision to make the seminars virtual is made, registered attendees will be given the option for applying their payment to the virtual option or requesting a refund without fees.

    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

    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.


    This seminar has been approved by:




    • 09 Jan 2023
    • 12:00 PM
    • 10 Jan 2023
    • 8:00 PM
    • Online using Zoom
    Register

    1040 Tax In Depth Course Information  

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. 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. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, 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 a live 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.

    **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

    Presenter: TaxSpeaker

    Cost:  $375/Members,  $550/Non-members; Registration closes Friday, January 6, 2023 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    January 9 from 12:00 PM - 8:00 PM
    January 10 from 12:00 PM - 8:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 16
    Field of Study: Taxes, Update
    Program Level: Intermediate
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: 2-4 years tax preparation experience
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    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.

    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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




    • 16 Jan 2023
    • 9:00 AM
    • 17 Jan 2023
    • 5:00 PM
    • Online using Zoom
    Register

    1040 Boot Camp Course Information  

    Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for “Big 4” employment as, essentially, taxpayer-funded Big 4 training programs.

    Our solution was to develop a “1040 Boot Camp” to train non-traditional employees in how to prepare individual income tax returns as taught by actual small-firm owning, professional speaker tax professionals. The first two national courses sold out within days in 2019, followed by two more large crowds in our second round of training in January, 2020. Each speaker is a firm owner with at least 20 years experience who personally still prepare over 200 tax returns annually.

    Designed for the staff person with 0-3 years of experience it provides hands-on training for non-traditional employees in preparing Forms 1040, A,B,C,D, E and depreciation. Each day ends with a student’s manually-prepared 1040, which is then explained individually (but not graded or picked up) by the professional instructors. Attendees in 2019 commented that they were afraid of the case study but found it exhilaratingly useful.

    ***Not applicable for CPE credit***

    Presenter: TaxSpeaker

    Cost:  $450/Members,  $600/Non-members; Registration closes Friday, January 13, 2023 at 12:00 PM Eastern.

    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.

    If you are not a VSTAP member, but want to get the member rate, you can join online.  This event qualifies for use of VSTAP Education Bucks (member only).

    Schedule

    January 16 from 9:00 AM - 5:00 PM
    January 17 from 9:00 AM - 5:00 PM

    • All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.

    Additional Information

    This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.

    This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP.  However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker.  Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit.  This only includes the electronic version of the materials.

    Credit Hours: 0
    Field of Study: Taxes
    Program Level: Basic
    Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Internet-Based
    Approved by: NASBA & IRS 

    Course Objective:

    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.

    Attendee Requirements: 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.

    Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not. 

    Refunds and Cancellations

    Attendance Cancellation Policy

    Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.




    This seminar has been approved by:




Past Events

04 May 2022 Retirement Distributions, Penalties & Inheritances, Virtual (2 Credits)
28 Apr 2022 Long Term Care Insurance, Virtual (1 Credit)
26 Apr 2022 Basis S Corps & Partnerships, Virtual (2 Credits)
10 Jan 2022 1040 Tax In Depth, Virtual (16 Credits)
06 Jan 2022 1040 Tax In Depth, Portsmouth (16 Credits)
20 Dec 2021 1040 Tax In Depth, Virtual (16 Credits)
06 Dec 2021 Virginia's Regulatory Landscape for CPAs - Williamsburg (2 Credits)
06 Dec 2021 1040 Tax In Depth, Williamsburg (16 Credits)
22 Nov 2021 1040 Tax In Depth, Virtual (16 Credits)
18 Nov 2021 Virginia’s Regulatory Landscape for CPAs - Virtual (2 Credits)
21 Oct 2021 Business Tax In Depth, Virtual (16 Credits)
18 Oct 2021 Business Tax In Depth, Williamsburg (16 Credits)
20 Sep 2021 Business Tax In Depth, Virtual (16 Credits)
06 Apr 2021 The Impact of the American Rescue Plan Act of 2021
07 Jan 2021 1040 Tax In Depth, Virtual (16 Credits)
21 Dec 2020 VSTAP Happy Hour Conversation- 2020 Rewind
07 Dec 2020 Virginia Specific Ethics for CPAs - Virtual (2 Credits)
07 Dec 2020 1040 Tax In Depth, In Person Simulcast in Williamsburg or Virtual (16 Credits)
30 Nov 2020 VSTAP Happy Hour Conversation- Practice Tips
19 Nov 2020 Virginia Specific Ethics for CPAs - Virtual (2 Credits)
19 Nov 2020 1040 Tax In Depth, Virtual (16 Credits)
29 Oct 2020 Business Tax In Depth, Virtual (16 Credits)
22 Oct 2020 Business Tax In Depth, In Person Simulcast in Williamsburg or Virtual (16 Credits)
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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