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

Calendar of Events

    • 11 Jan 2018
    • 7:30 AM
    • 12 Jan 2018
    • 5:00 PM
    • Renaissance Portsmouth-Norfolk Hotel, 425 Water Street, Portsmouth, VA (757-673-3000)
    Register

    Lodging:    

    Discounted rooms are available at the rate of $89/night through December 11, 2017. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel's toll-free reservation line at 800-468-3571 or 757-673-3000. Be sure to identify yourself as part of the VA Society of Tax & Accounting Professionals block to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. You are also welcome to book your room using this online link.
    Parking: A discounted parking fee of $5/day (payable to the city) will be added to your room, or due upon entry (day-guests).

    Seminar prices go up after December 28, 2017. If you are not a VSTAP member, but want to get the member rate, join online now.

    Time:
    7:30 am - 8:00 am - Registration/Breakfast
    8:00 am - 5:00 pm - Seminar

    CPE: 16
    Category: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live

    Course Description: 

    This is TaxSpeaker's flagship course that in 2015 received an award from CPA Technology Advisor that no other CPE course has EVER received. TaxSpeaker was named runner up in tax research nationwide as a result of this course. That may seem unusual to most people, but the manual is an annual tax CPE manual, not a research system, is a 1,300 page print and hyperlinked electronic 1040 guide and is now proven as the best CPE manual in the country by its peers, rather than self-anointed!

    This course is written to be the most up-to-date practical 1040 class in America. The class begins with all of the last-minute and current year changes that can affect an individual tax practice. From Congressional changes to IRS rulings, from the latest practice concerns to compliance issues we review all of the pressing issues of a tax practice the first thing out of the gate, in a deep practical approach that leaves nothing out.

    Every one of our speakers is required to be a current practitioner with knowledge and humor who brings their current experience to the room in a presentation approach designed to make the class rewarding, interesting and stimulating, and every single speaker has won multiple "Best Speaker of the Year" awards! We utilize cutting-edge technology to provide you with literally hundreds of hyperlinks, useful websites, supporting research and case law citations to arm you with the most powerful annual guidance available. Driven by current year changes, we make sure to discuss them all before moving to reviews of current year problem areas identified by our practitioner-speakers as the most pressing issues of the year. The What's New analysis often takes up 10-12 of the 16 hours of the class because of our depth of coverage from real practitioners.

    All participants receive the national award winning TaxSpeaker Manual which has been called “The Best in the Industry” at well over 1,200 pages that are updated every year. It is written to be used as a primary desktop reference manual and organized in a common-sense manner. All of the latest changes are provided individually within each chapter as well as in their own special “What’s New” chapter at the beginning of the manual.

    We still continue to provide our attendees the best value in the business with a tab-divided printed manual as well as a free PDF version containing hyperlinks to hundreds of citations. This course provides in-depth coverage of 1040 returns and the related schedules and forms with a particular emphasis on problem areas. You will also find practical advice on managing your tax practice as well as relevant tax planning strategies and tax savings measures to offer your clients. Used by over 35 state CPA, EA, PA and national societies this is the go-to course for annual 1040 continuing education for all members of a firm from owners to new staff.


    If you would like to pay with a check, please register online, print your invoice and mail it with payment to PO Box 3363, Warrenton, VA 20188.

    Cancellation Policy:
    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.

    • 13 Jun 2018
    • 12:00 PM
    • 15 Jun 2018
    • 4:00 PM
    • Hyatt House Oceanfront (the newest property on the beach)
    Register

    Schedule your Summer 2018 CE Now and SAVE. Your full registration includes 16 hours of CE, the annual meeting, 2 receptions, and banquet. We hope you will also plan to join us at the Funny Bones Comedy Club on Wednesday evening for a side-splitting good time. Register & Pay before 2017 ends and save 10%.

    Booking your stay:
    Hyatt House Virginia Beach / Oceanfront
    2705 Atlantic Ave., Virginia Beach, VA 23451
    ONLINE RESERVATION LINK
    reservation #: 1-800-886-0451 (the block is under Virginia Society of Tax & Accounting Professionals (VSTAP))
    block dates: 06/10/2018 - 06/17/2018
    room rates:  $185.00 SUN – THUR; $249.00 FRI & SAT per room, per night + tax.
    parking: $9 self-park &/or $14 valet, per day.
    booking deadline:  05/23/2018

    If you have tried the reservation link or called the reservation # and are still having trouble booking; please contact Libby for assistance via 757-837-4962 or libby.ross@hyatt.com

    This brand-new hotel is located on 27th street and Atlantic, right on the Virginia Beach Oceanfront with all rooms facing the oceanBreakfast & Wi-fi are included. Our Queen Den Guestrooms have a mini refrigerator & microwave – the rest of our rooms have full kitchens. Check out the Hyatt House website for hotel info, directions, and photos.  

    Schedule:
    Wednesday, June 13
    Lunch on your own
    11:30 am - registration opens
    12:00 pm - 2:00 pm - VA Ethics for CPAs* (Group-live Webinar) (2 CE)
    2:00 pm - 4:00 pm - Circular 230 Ethics (2 CE)
    4:00 pm - 5:00 pm - Welcome reception
    Dinner on your own, or meet in the lobby by 7 to attend the 
    8:00 pm - Social Event - Funny Bones Comedy Club
    (21+ only, additional reg fees apply)

    Thursday, June 14
    8:00 am - registration opens
    8:30 am - 3:00 pm
    - Making the Best of Bad Situations (6 CE) - Art Werner
    (cont breakfast, am break, lunch included)
    4:00 pm - 5:00 pm - VSTAP Annual Meeting
    5:00 pm - pre-banquet bar open (drink tickets/cash bar)
    5:45 pm - 8:30 pm - Banquet & Installation of Officers**
    **included with full registration

    Friday, June 15
    7:30 am - registration opens
    8:00 am - 4:00 pm
    - Tax, Financial, & Estate Planning Strategies Under the Trump Administration (8 CE) - Art Werner 
    (cont breakfast, am/pm break, lunch included)

    *required annually for all VA-licensed CPAs.
    ** business/evening attire please

    Arthur Joseph Werner, J.D., M.S. (Taxation)
    Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is a former adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented more than 3000 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award. 

    Making the Best of Bad Situations (6)
    This course helps the practitioner understand planning considerations and potential problems when certain “bad situations” happen to his/her client. This course will explore a variety of bad situations and provide the practitioner an understanding of the tax and non-tax circumstances to be considered when advising a client who is experiencing a bad situation.

    OBJECTIVE:
    At the end of this course you will be able to: 

    • Recognize tax and non-tax issues of various circumstances that a client classifies as bad situations. 
    HIGHLIGHTS
    • Understanding the tax and non-tax issues in divorce 
    • Understanding the tax and non-tax issues in personal bankruptcy, cancellation of debt, foreclosure, repossession, and reporting of bad debts 
    • Understanding the tax and non-tax issues of personal relationship matters, such as living together, property rights, premarital agreements, filing status, exemptions, and dependents 
    • Understanding the support issues for spouses and former spouses 
    • Understanding support issues for children of divorced or separated parents and the tax treatment of back child support 
    • Understanding the business issues involved when the parties to a business break apart 
    • Special issues, such as marital property rules, married versus unmarried tax rate comparisons, head of household status, and treatment of refunds and deficiencies. 
    DESIGNED FOR: CPAs, EAs, attorneys, and financial planners
    PREREQUISITE: None
    LEVEL: Basic
    FIELD OF STUDY: Taxes

    Tax, Financial, and Estate Planning Strategies Under the Trump Admin (8)
    As the Internal Revenue Code goes through changes, tax planning, financial planning, and estate planning techniques and strategies will need to be changed. In this course, the participant will learn how either proposed or actual legislative changes will affect these planning areas. Special planning circumstances (for example, single-parent issues) will be discussed within this context. This novel course is one that practitioners cannot afford to miss if they provide planning services to clients. 

    OBJECTIVES:
    At the end of this course you will be able to: 

    • Recognize how proposed and/or actual changes to the Internal Revenue Code will affect the tax planning, financial planning, and estate planning techniques.
    • List ideas as to how to create and/or update their client’s tax, financial, and estate plans due because of the new administration’s proposals. 
    HIGHLIGHTS
    • Review of proposed and/or actual legislation, including
      1. Individual Income Tax changes (rates and deductions);
      2. Elimination of the Alternative Minimum Tax;
      3. Increase in the standard deduction;
      4. Business Income Tax changes (rates and deductions);
      5. S Corporation issues; and
      6. Estate Tax elimination. 
    • Examination of a client’s current plan 
    • Understanding the problems facing a client due to the changing legislation
    • Understanding how to find new pathways for a client’s tax, financial, and estate plan
    • Specific techniques based on the proposed and/or new law 
    DESIGNED FOR: CPAs, EAs, attorneys, fin. planners, insurance agents, & banker
    PREREQUISITE: Basic understanding of estate and financial planning fundamentals
    LEVEL: Intermediate
    FIELD OF STUDY: Taxes 

    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 rec'd in writing: prior to May 30 (refunds provided less a $50 fee); after May 30 (no refunds & $125 fee applies). No shows will not be refunded. Balances are due prior to the start of the event.

Past events

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
©2017, 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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