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

    • 21 Aug 2017
    • 24 Aug 2017
    • Reno, NV


    For more information on this event, please visit the NSA website

    VA Society of Tax & Accounting Professionals is the Associated State Organization (ASO) to NSA for Virginia.

    • 28 Aug 2017
    • 8:00 AM - 5:00 PM
    • The Renaissance Conference Center, 107 W. Broad Street, Suite 300, Richmond, VA
    Registration opens: 7:30 am
    Instructional time: 8 am - 4:30 pm
    CPE: 8
    AM and PM breaks, lunch, and course materials are included in your registration fee. (Breakfast and dinner is on your own.)
    Lodging Options (nearby hotels):

    This seminar is not at a hotel. A list of the hotels within a close proximity include:

    • Quirk Hotel, 201 W Broad Street
    • The Jefferson Hotel, 101 W Franklin Street
    • Linden Row Inn, 100 E Franklin Street
    • Hilton Richmond Downtown, 501 E Broad Street
    • Richmond Marriott Downtown, 500 E Broad Street
    Bundle savings -
    SAVE $100 when you register for
    Comp & Review + 1041- Trusts & Estates 

    Course description:
    TaxSpeaker's program (pre-recorded in live session):

    The 2017 compilation and review course is just the guide you need to understand and implement SSARS 21. Our small firm oriented manual walks your firm through all of the new rules and provides the SSARS-21 compliant engagement letters, report letters and statement disclaimers you need in a busy practice. Combine the letters with clear explanation and guidance of the nuances of the new preparation standard and the changes to the compilation rules and you will have a new understanding of what rules apply and what rules do not apply when working with clients for bookkeeping, reporting and financial statement needs.

    The review chapter includes the new report and engagement letters provided by SSARS 21 as well as guidance on analytical review, inquiry and new management representation letters

    VSTAP Event 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.

    • 29 Aug 2017
    • 8:00 AM - 5:00 PM
    • The Renaissance Conference Center, 107 W. Broad Street, Suite 300, Richmond, VA
    Registration opens: 7:30 am
    Instructional time: 8 am - 4:30 pm
    CPE: 8
    AM and PM breaks, lunch, and course materials are included in your registration fee. (Breakfast and dinner is on your own.)
    Lodging Options (nearby hotels):

    This seminar is not located at a hotel. A list of the hotels within a close proximity include:

    • Quirk Hotel, 201 W Broad Street
    • The Jefferson Hotel, 101 W Franklin Street
    • Linden Row Inn, 100 E Franklin Street
    • Hilton Richmond Downtown, 501 E Broad Street
    • Richmond Marriott Downtown, 500 E Broad Street
    Bundle savings -
    SAVE $100 when you register for
    1041- Trusts & Estates + Comp & Review

    Course description:
    TaxSpeaker's program (pre-recorded in live session)
    Upon completion of this course, you will be able to:
    • Apply the latest updates and walk clients through the latest changes to the tax laws; 
    • Explain the various types of trusts to clients and provide advantages and disadvantages of each;
    • Properly handle the accounting for trusts and estates; 
    • Properly report various types of income on most Form 1041 trust and estate returns; 
    • Properly include various types of expenses on most Form 1041 trust and estate returns; 
    • File various items affecting Form 1041 trust and estate returns including Schedule I form AMT, estimated tax payments, and extensions; 
    • Utilize techniques to avoid entity level tax; 
    • and more.

    VSTAP Event 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.

    • 30 Aug 2017
    • 2:00 PM - 3:00 PM
    • Webinar

    REGISTER for this IRS-hosted free program by clicking this link. 

    Presenters:
    Sharon Gerard-Aldridge, BSA FBAR Coordinator, Internal Revenue Service 
    Whitney Moore, Staff Attorney, SB/SE Division Counsel, Internal Revenue Service 

    Moderator:
    Phillip Yamalis, Senior Stakeholder Liaison, Communications & Stakeholder Outreach, Communications and Liaison, IRS 

    This webinar features the latest information on how to properly report foreign financial accounts on the Report of Foreign Bank and Financial Accounts, commonly called the FBAR.


    You’ll learn:
    • Who must file the FBAR
    • What accounts must be reported on the FBAR
    • When the FBAR must be filed
    • How to file the FBAR
    Earn one CE credit – Category: Federal Tax 


    This program is hosted by the IRS, not VSTAP; to register click on the link above. 

    • 18 Sep 2017
    • 8:00 AM
    • 20 Sep 2017
    • 5:00 PM
    • Hilton Garden Inn - Dulles North, 22400 Flagstaff Plaza, Ashburn, VA 20148 (tel: 703-723-8989)
    • 61
    VSTAP is once again partnering with the National Society of Accountants (NSA) to bring this course to Ashburn. This is the same, intensive, nationally-known, Enrolled Agent (EA) prep course provided by NSA throughout the country at their annual conference. 

    Lodging:    Discounted rooms are available at the rate of $115/night. 
    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 888-627-8644. Your reservation must be secured with a major credit card at the time of booking.

    Schedule:
    Day 1, 8:00 am - 5:00 pm - - - Part 1 - Individuals/ATP Combo 
    Day 2, 8:00 am - 5:00 pm - - - Part 2 - Businesses
    Day 3, 8:00 am - noon - - - Part 2 - Businesses (continues)
    Day 3, 1 pm - 5:00 pm - - - Part 3 - Representation, Practices & Procedures

    Testimonials from past attendees:
    "I just wanted to thank you for your help, and the course I took back in September. I have passed all 3 parts of the Enrolled Agent Exam. Your course and materials were a great benefit... Chalk yourselves up another success story!"   - Kathraine G. 

    "I passed EA test yesterday!"  - Alex S.

    Course description: 
    View the comprehensive topics list here.
    This 22-hour course is a comprehensive and intensive review geared toward a single purpose - to help you master tax basics and pass the EA exam. This course provides you with cutting-edge knowledge, materials and resources to tackle the EA exam and pass on the first attempt! By earning your EA credential, you will forever be exempt from having to take the Annual Filing Season Program and its associated Annual Federal Tax Refresher course and exam. There are many more benefits for becoming an EA including the authority to represent clients before the IRS. You don’t have to take all parts of the exam at one sitting. Instead, you can sit for the exam part by part. This is also a very good, and intense course for those that are entering the field or just want a good refresher. Current EA's are limited with regards to the number of credit they can earn for this program. Choose any one part or all three! 

    What's included:
    1. Detailed 3-volume NSA Enrolled Agent Review self-study course in online and PDF,
    2. Hundreds of past exam questions and proven exam taking tips and tricks,
    3. Access to the instructors via email (following the course) for asking questions, 
    4. This course has been approved by the IRS for credits in the following areas: Ethics (2); Federal Tax Updates (5); Federal Tax Law (5); SEE Exam Prep* (10). *currently licensed Enrolled Agents are not eligible to receive credit for the SEE Exam Prep portion.

    About the Instructors:

    • John O. Everett, CPA, Ph.D., Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA. His teaching specialty is federal taxation. Everett has authored or co-authored over 90 articles in academic and professional journals and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning with the Computer.
    • Bill Duncan, CPA, Ph.D, Associate Professor of Accounting at Arizona State University. He was formerly a Director with Ernst & Young where he guided tax education for the firm. Duncan is the author or co-author of three textbooks and has published a number of articles on a variety of tax topics in publications including Taxes, The CPA Journal, and The Journal of the American Taxation Association. He has taught in the AICPA National Tax Education program for over 20 years.
    When you're ready to schedule your EA exam: Prometric is the testing facility that offers the exam in a variety of locations/dates. To learn about and schedule your exam, visit
    https://www.prometric.com/en-us/clients/SEE/Pages/landing.aspx 

    When you're ready to schedule your ATP exam: The ATP exam is hosted by the Accreditation Council for Accountancy and Taxation (ACAT). For more information about exam dates and registration, visit http://www.acatcredentials.org/steps/examdetails 


    VSTAP Event 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 less a $185 processing fee (to cover expenses VSTAP is committed to paying on your behalf regardless of your attendance). No shows will not be refunded. Balances are due prior to the start of the event.
    ****


    The Accountants Society of Virginia, Inc. (dba VA Society of Tax & Accounting Professionals) is registered with the National Association of State Boards 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 submitted to the National Registry of CPE Sponsors through its website:  www.learningmarket.org. NASBA Sponsor #103365

    The  Accountants Society of Virginia, Inc. (dba VA Society of Tax & Accounting Professionals) has entered into an agreement with the Return Preparer Office, 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, qualifications of instructors, and length of class hours.  This agreement does not constitute an endorsement by the Return Preparer Office as to the quality of the program or its contribution to the professional competence of the enrolled individual.  IRS Approved Continuing Education Provider Number TATHT.

    • 19 Oct 2017
    • 7:30 AM
    • 20 Oct 2017
    • 5:00 PM
    • Four Points Sheraton - Richmond

    Location:
    Four Points Sheraton - Richmond
    9901 Midlothian Turnpike, Richmond, VA 23235
    Tel: 804-323-1144

    NOTE: This is NOT the same Four Points on South Laburnum, which we've used previously; please check the address and directions.

    This event was moved from Williamsburg due to lack of available hotels in the W'burg area during these dates in 2017.

    Lodging:
    Discounted rooms are available at the rate of $91/night through 9/19/2017. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel at 804-323-1144. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Seminar prices go up after October 5, 2017. If you are not a VSTAP member, but want to get the member rate, you can join online.

    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

    Objective: Upon the completion of this course, the student should be able to list the major tax changes affecting Federal Business tax returns (Forms 1120, 1120S & 1065) for the current year and should be able to prepare most business income tax return forms 1120, 1120S & 1065.

    Course Description: The Most Practical Tax Class Ever?

    The business in-depth class is the central reference point manual for preparing business tax returns. Similar to our 1040 class, this course begins with detailed discussions of business tax changes that have occurred during the year, whether from Congress, the IRS or the courts. The business in depth class includes an in-depth summary of business tax provisions of the 2010 Health Care Bill including penalties, credits and requirements.

    We then move to business formation issues including tax-free organization and choice of entity decisions. This class then provides an in-depth look at the tax organization, filing and compliance issues for all 3 of the major forms of business entities.

    The discussion of S corporations includes elections, late “S” election, allowed shareholders, basis rules, distributions and accounting issues as well as the use of ESBT’s, QSST’s and the Q-Sub. The “S” discussion provides the forms, elections and statements needed to convert a sole proprietor to an S corporation or to convert an LLC to an s corporation, as well as the guidance needed to convert a C corporation. The rare 338 step-up election for S corporations is discussed in example form and we also provide the instructions and elections to make a deemed dividend election or to distribute E&P before AAA. We also discuss troublesome operating issues such as officer compensation, debt basis, suspended losses and non-cash distributions.

    The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, capital losses, net operating losses and a summary of consolidated return rules. Our discussion of C corporate reasonable compensation also includes an analysis of constructive dividend problems and concludes with a review of such problem issues as personal holding companies (PHC), personal service companies (PSC) and the accumulated earnings tax (AET).

    Our LLC/partnership discussion includes organizational income tax elections and definitions and then moves to a completed example Form 1065. We discuss converting an LLC to an S corporation and provide an example election. We then move to operating issues of an LLC such as guaranteed payments, tax-free formation, partner self-employment tax issues, basis, ownership transfers and the sale of a partnership interest. Several case studies illustrated, with tax forms, the effects of a “walk-away” partner as well as the 754 step-up basis election. An in-depth discussion of equity accounts is provided along with detailed analysis of debt basis.

    We also have a case study on late S elections with completed forms and IRS letters, and greatly expanded explanation of our LLC chapter with more coverage and 2 more case studies on LLC terminations including what to do when partners just walk away, and what to do with partners with negative capital accounts.

    This course also includes general business operating issues including accounting methods.
    If you would like to pay with a check, please register online, print out 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.
    • 26 Oct 2017
    • 7:30 AM
    • 27 Oct 2017
    • 5:00 PM
    • Hilton Garden Inn - Dulles North

    Address:
    22400 Flagstaff Plaza, Ashburn, VA 20148
    Tel: 703-840-1624

    Lodging:
    Discounted rooms are available at the rate of $115/night through 10/27/2017. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel at 703-840-1624. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Seminar prices go up after October 12, 2017. If you are not a VSTAP member, but want to get the member rate, you can join online.

    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

    Objective: Upon the completion of this course, the student should be able to list the major tax changes affecting Federal Business tax returns (Forms 1120, 1120S & 1065) for the current year and should be able to prepare most business income tax return forms 1120, 1120S & 1065.

    Course Description: The Most Practical Tax Class Ever?

    The business in-depth class is the central reference point manual for preparing business tax returns. Similar to our 1040 class, this course begins with detailed discussions of business tax changes that have occurred during the year, whether from Congress, the IRS or the courts. The business in depth class includes an in-depth summary of business tax provisions of the 2010 Health Care Bill including penalties, credits and requirements.

    We then move to business formation issues including tax-free organization and choice of entity decisions. This class then provides an in-depth look at the tax organization, filing and compliance issues for all 3 of the major forms of business entities.

    The discussion of S corporations includes elections, late “S” election, allowed shareholders, basis rules, distributions and accounting issues as well as the use of ESBT’s, QSST’s and the Q-Sub. The “S” discussion provides the forms, elections and statements needed to convert a sole proprietor to an S corporation or to convert an LLC to an s corporation, as well as the guidance needed to convert a C corporation. The rare 338 step-up election for S corporations is discussed in example form and we also provide the instructions and elections to make a deemed dividend election or to distribute E&P before AAA. We also discuss troublesome operating issues such as officer compensation, debt basis, suspended losses and non-cash distributions.

    The discussion of C corporations provides guidance on tax operating characteristics of the C corporation including accounting methods, choice of year-end, capital losses, net operating losses and a summary of consolidated return rules. Our discussion of C corporate reasonable compensation also includes an analysis of constructive dividend problems and concludes with a review of such problem issues as personal holding companies (PHC), personal service companies (PSC) and the accumulated earnings tax (AET).

    Our LLC/partnership discussion includes organizational income tax elections and definitions and then moves to a completed example Form 1065. We discuss converting an LLC to an S corporation and provide an example election. We then move to operating issues of an LLC such as guaranteed payments, tax-free formation, partner self-employment tax issues, basis, ownership transfers and the sale of a partnership interest. Several case studies illustrated, with tax forms, the effects of a “walk-away” partner as well as the 754 step-up basis election. An in-depth discussion of equity accounts is provided along with detailed analysis of debt basis.

    We also have a case study on late S elections with completed forms and IRS letters, and greatly expanded explanation of our LLC chapter with more coverage and 2 more case studies on LLC terminations including what to do when partners just walk away, and what to do with partners with negative capital accounts.

    This course also includes general business operating issues including accounting methods.
    If you would like to pay with a check, please register online, print out 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.
    • 16 Nov 2017
    • 7:30 AM
    • 17 Nov 2017
    • 5:00 PM
    • Hilton Garden Inn - Dulles North

    Lodging:    

    Discounted rooms are available at the rate of $115/night when booked by October 27, 2017. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel at 703-840-1624. Be sure to mention that you're with the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking.

    Seminar prices go up after November 2, 2017. If you are not an VSTAP member, but want to get the member rate, join online now.

    Time:
    7:30 am - 8:00 am - Registration/Breakfast
    8:00 am - 4:00 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 2016 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 VSTAP, 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.

    • 16 Nov 2017
    • 4:30 PM - 6:30 PM
    • Hilton Garden Inn - Dulles North
    Location:
    Hilton Garden Inn Dulles North
    22400 Flagstaff Plaza
    Ashburn, VA 

    This program is being held in conjunction with the 1040 Tax In Depth

    Instructor: TBD

    Description:
    This training has been created to help you meet the Virginia Board of Accountancy's (VBOA) annual 2-hour (100-minute) CPE requirement for 2017. In 2003, the Virginia General Assembly passed a law requiring all CPAs subject to Virginia CPE requirements to take an annual Ethics CPE course. 

    Delivery Method - Group Live

    Objectives:
    Developed using that outline as the course framework, attendees will be able to accomplish the following fundamental objectives: - Clarify the impact of VBOA statute change - Summarize CPE reciprocity and mobility - Paraphrase the VBOA policy changes and their effects - Apply the steps of the AICPA Code of Professional Conduct conceptual framework - Recall the safeguards and threat assessment and how to employ them in everyday practice - Understand the CPA's obligation to protect a client or employer's electronic data - Recognize the importance of compliance with professional standards.

    Highlights: Regulatory Ethics

    Designed for: All licensed CPAs in Virginia

    Prerequisite: None

    Cancellation policy:
    Your registration may be cancelled with a $50 administrative fee, if notification is received in writing at least 24 hours prior to the start of the program. 

    • 07 Dec 2017
    • 7:30 AM
    • 08 Dec 2017
    • 5:00 PM
    • DoubleTree by Hilton Williamsburg

    Lodging:    

    Discounted rooms are available at the rate of $104/night when booked before 11:59pm on Monday, November 6, 2017. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel at 800-222-8733 or online at www.williamsburg.doubletree.com. Be sure to reference either our group name (VA Society of Tax & Accounting Professionals) or our group code ("VTP") to receive the group rate. You may also reserve your room online using this link. Your reservation must be secured with a major credit card at the time of booking.

    Seminar prices go up after Thursday, November 23, 2017. If you are not an VSTAP member, but want to get the member rate, join online now.

    Time:
    7:30 am - 8:00 am - Registration/Breakfast
    8:00 am - 4:00 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 2016 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 VSTAP, 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.

    • 08 Dec 2017
    • 4:30 PM - 6:30 PM
    • DoubleTree by Hilton Williamsburg
    Location:
    DoubleTree by Hilton Williamsburg
    50 Kingsmill Road
    Williamsburg, VA 

    This program is being held in conjunction with the 1040 Tax In Depth

    Instructor: TBD

    Description:
    This training has been created to help you meet the Virginia Board of Accountancy's (VBOA) annual 2-hour (100-minute) CPE requirement for 2017. In 2003, the Virginia General Assembly passed a law requiring all CPAs subject to Virginia CPE requirements to take an annual Ethics CPE course. 

    Delivery Method - Group Live

    Objectives:
    Developed using that outline as the course framework, attendees will be able to accomplish the following fundamental objectives: - Clarify the impact of VBOA statute change - Summarize CPE reciprocity and mobility - Paraphrase the VBOA policy changes and their effects - Apply the steps of the AICPA Code of Professional Conduct conceptual framework - Recall the safeguards and threat assessment and how to employ them in everyday practice - Understand the CPA's obligation to protect a client or employer's electronic data - Recognize the importance of compliance with professional standards.

    Highlights: Regulatory Ethics

    Designed for: All licensed CPAs in Virginia

    Prerequisite: None

    Cancellation policy:
    Your registration may be cancelled with a $50 administrative fee, if notification is received in writing at least 24 hours prior to the start of the program. 

    • 11 Jan 2018
    • 7:30 AM
    • 12 Jan 2018
    • 5:00 PM
    • Renaissance Portsmouth-Norfolk Hotel, 425 Water Street, Portsmouth, VA (757-673-3000)
    • 55

    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.

Past events

16 Aug 2017 IRS Offer in Compromise & Private Debt Collection Webinar
24 May 2017 Virginia Ethics for CPAs - Richmond
22 May 2017 Technology & 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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