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We begin by defining a minister for tax purposes and then instruct how to prepare a 1040 with a minister for wages, consulting, self-employment tax and housing. We present how to determine the housing or parsonage exemption, how to establish the amount and how to prepare a return when confronted with an incorrect W-2. We also illustrate the election out of social security and how to calculate deductible expenses, concluding with a comprehensive example and completed 1040.
Presenter: TaxSpeaker
Cost: $145/Members, $180/Non-members
IRS #
Registration Deadline: May 4, 2025
Zoom: Important Information- upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
Schedule
May 6, 12:00 - 2:00 EST
Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
Click here for VSTAP cancellation policies.
A complete discussion of basis for S corporation and partnership owners. We discuss why it is needed, how it is calculated, new Form 7203, ordering rules for income, losses and non-deductible items, the effects of PP loans and forgiveness on basis, and the special Sec. 754 step-up basis election.
IRS #TATHT-T-00065-22-O
May 6, 3:00 - 5:00 EST
The exit strategies course includes guidance to the accounting professional facing retirement, growth limitations, workload and special client needs. It also includes how to value an accounting practice for both the buyer and the seller and provide checklists and guidance on transfers, non-competes, and non-solicitation agreements. We also discuss pricing and sales strategies and then ease into the discussion of adding a partner, including financial and practice management considerations, concluding with a discussion of firm mergers.
Registration Deadline: May 6, 2025
May 18,12:00 - 2:00 EST
LONG TERM CARE INSURANCE IRS Number: TATHT-T-00066-22-O
Upon completion of this course you should have a greater understanding of gains and losses in the event of a qualified disaster, specifically as they pertain to personal residences and livestock. Participants should be able to define theft and casualty loss, in addition to obtaining an awareness of deferred gains, grants and loans, as well as postponed deadlines. This course will inform you of the process to claiming a loss on prior returns..
Cost: $100/Members, $140/Non-members
May 8, 3:00 - 4:00 EST
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.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
All streaming webinars times listed are Eastern Time Zone. Please adjust to your time zone.
Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.
Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. The discussion is team taught by a 45+ year practicing CPA as well as Taxspeaker’s own security expert and IT Director Ryan Jennings. Wait, we’re not done with security though as we then discuss the risks and use of artificial intelligence in a tax office and then enter the security world of the IRS, discussing WISP’s, and providing a WISP plan template as well as remote work policies, computer & internet use policies and other useful policies. The final portion of security then address physical risks of theft, disaster and day to day operations.
Cost: $165/Members, $200/Non-members
Registration Deadline: May 11, 2025
May 13, 12:00 - 3:00 EST
A complete review of requirements to have health savings accounts, contribution rules and limits, withdrawal rules, penalties, deposits and reporting.
Registration Deadline: May 12, 2025
May 13, 3:00 - 5:00 EST
DISASTER LOSSES IRS Number: TATHT-T-00129-25-O
Registration Deadline: May 17, 2025
May 19, 12:00 - 1:00 EST
NEXUS-SALES AND INCOME TAXIRS Number: TATHT-T-00096-24-O
Lecture presentation plus accompanying power point slides. State income and sales tax have a direct impact upon federal income tax and itemized deductions. This course examines how states utilize federal guidelines to impose local tax.
Registration Deadline: May 20, 2025
May 21, 12:00 - 1:00 EST
SOCIAL SECURITY & MEDICARE
IRS Number: TATHT-U-00095-24-O
Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare. Participants will be able to provide married couples with strategies to receive the maximum benefit as well as planning advice on when clients should begin to withdraw their benefits. You will be able to explain divorce issues to clients, as well as when they are eligible for benefits, how their benefit amount is determined, and when they will qualify for survivors benefits. You will be able to walk clients through various scenarios of how adjusting their earnings will affect their benefits. In addition, you will be able to inform clients of any changes to social security in 2022, including terminology, when and how to sign up, dependent’s benefits and survivor benefits. You will obtain a general knowledge of the reduction, taxability, categories, and qualifications of benefits. The course will give you the ability to calculate benefits, as well as understand the effects of divorce or death on social security benefits.
Registration Deadline: June 7, 2025
Cost: $310/Members, $345/Non-members
Zoom: Important Information -You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
June 9, 9:00 AM - 5:00 PM EST
Additional Information
Disclaimer
PREPARATIONS, COMPILATIONS & REVIEW
Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. Written and taught by experienced practitioners, we’re giving you applicable, relevant guidance at every step, including dozens of example report, engagement, and client letters, as well as unofficial checklists. Together, we will walk through a rapid review of the latest SSARS and alerts, plus discussion of the requirements for prepared financial statements and disclaimers. Each session also includes a deep-dive into requirements for preparations or compilations with example letters and reports. All of this is framed in real-life implementation tips and examples. Upon completion of this course, attendees will be able to identify the different Sections of SSARS, requirements of the ARSC, and characteristics of the new standards for AR-C Sections, including defined terms.
Registration Deadline: June 9, 2025
June 10, 9:00 - 5:00 PM EST
S CORPORATIONS A-Z
IRS #: TATHT-T-00073-22-O
Registration Deadline: June 8, 2025
Earn Live CPE credit. This is a rebroadcast of an earlier webinar with a Live Moderator to answer your questions. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
ACCOUNTING & AUDITING UPDATE
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!
July 11, 9:00 - 5:00 PM EST
1041'S FOR TRUST & ESTATES
IRS Number: TATHT-T-00101-24-O
When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with recent 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.
Registration Deadline: June 10, 2025
Zoom: Important Information - You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
June 12, 9:00 AM - 5:00 PM EST
Click here for VSTAP Event policies
Save the date for our 2025 Annual Members Meeting!
Join us for:
*Circular 230 Ethics (for non-CPA accounting professionals)
*Updates from VSTAP
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
Registration Deadline: July 22, 2025
July 24, 2:00 - 4:00 EST
This class should enable the student to understand the terminology used in cryptocurrency taxation. It then guides the student through the individual tax aspects of sales, purchases, mining, accepting crypto as business revenue, staking, lending and more. Using case studies, it illustrates tax returns prepared for individuals, businesses, NFT creators and sellers and more. It shows how clients invest in and report crypto activities. We also provide a thorough review of IRS guidance.
Registration Deadline: July 23, 2025
July 25, 10:00 - 12:00 EST
BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS
IRS Number: TATHT-T-00107-24-O
Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! 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 recent 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.
Registration Deadline: August 24, 2025
August 26, 9:00 AM - 5:00 PM EST
You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
At the conclusion of this course the student will have detailed knowledge of the new IRA of 2022 credits for home efficiency improvements on residences, rental homes and new construction. The student will also receive complete instruction on clean energy credits for solar, wind and battery storage as well as a detailed analyses of the electric vehicle credits.
Registration Deadline: September 1, 2025
September 3, 10:00 - 12:00 EST
Master a well-rounded understanding of retirement planning and distributions during TaxSpeaker’s Retirement Distributions, Penalties, and Inheritances course! This 2-credit-hour course equips tax professions with practical wisdom to navigate the world of retirement finances.
This includes teaching on the identification of the five rules for withdrawal from qualified plans, the definition of a stretch IRA, and a thorough explanation of various withdrawal and distribution considerations. These considerations cover required distributions — rollovers, waiving the 60-day rollover rule, RMD beginning date, qualified charitable distributions, excess contribution penalties — as well as account owner RMD withdrawals, tricks to waive the 50% penalty for failure to take RMD, general Roth IRA distributions, and secrets of retirement withdrawals and tax planning. We’ll also dive into proper handling of qualified domestic relations order distributions and how to determine when taxpayers can make withdrawals from their IRA’s without paying a penalty.
Attendees will also gain insights on managing inherited IRA’s, such as considerations for spouses, eligible designated beneficiaries, and non-spouse beneficiaries. In addition, we will review an incorrect 1099-R form to dissect what does and does not work and why.
Registration Deadline: September 3, 2025
September 5, 10:00 - 12:00 EST
IRS NUMBER: TATHT-T-00115-24-O
Upon completion of this course, you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans, as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top-heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS).
Registration Deadline: September 4, 2025
Cost: $200/Members, $235/Non-members
Zoom: Important Information - you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
September 5, 1:00 - 5:00 PM EST
REAL ESTATE TAXATION IRS NUMBER: TATHT-T-00114-24-O
Registration Deadline: September 21, 2025
Cost: $310/Members, $350/Non-members
Zoom: Important Information- you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
September 22, 10:00am - 6:00pm (Eastern)
Program Level: Intermediate
PRACTICE MANAGEMENT IRS NUMBER: TATHT-T-00068-22-O
Registration Deadline: September 27, 2025
September 29, 10:00am - 6:00pm (Eastern)
Join us in Williamsburg for this year's in person Business Tax in Depth. More details to come!
BUSINESS TAX IN DEPTH
IRS Number: pending
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 2025, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2025 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.
Registration Deadline: November 3, 2025
Cost: $500/Members, $600/Non-members
November 5-6, 10:00 AM - 6:00 PM EST
Attendee Requirements: Earn Live CPE credit. You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
Registration Deadline: November 11, 2025
November 14-15, 9:00 AM - 5:00 PM EST
1040 TAX IN DEPTH
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2025 course will include detailed coverage, with planning ideas, of the latest changes from the new 2025 Tax Acts, court cases, IRS changes and all late-season Congressional changes up to the day before the class with special focus coverage of pension changes, high risk areas and our annual review of common preparation issues and new court cases and IRS guidance. Because all speakers are also practicing professionals you receive practical insight and planning issues throughout the two days.
As our flagship course, we take particular pride in its consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that, it is America’s only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual in the United States for six straight years. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is provided in both in print and digital formats to in-person course attendees (webinars receive only E-Book), who also enjoy the value of energetic and knowledgeable teaching from our expert instructors.
Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information. If you are choosing an in-person seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference “Fingertip Facts,” and a free 2-hour self-study ethics course.
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.
Registration Deadline: December 20, 2025
Zoom: Important Information - you will receive a confirmation email which includes a registration link to the Zoom webinar, within 5 days of your course start date.. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
December 22-23, 8:00 AM - 4:00 PM EST
IMPORTANT NOTE - REGISTRATION DEADLINE: Due to the upcoming holidays, registrations will be taken only through December 20, 2025.
December 29-30, 9:00 AM - 5:00 PM EST
Registration Deadline: January 3, 2026
January 5-6, 9:00 AM - 5:00 PM EST
IRS Number: **NOT APPROVED FOR IRS**
Course Objectives: 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
January 8 from 10:00 AM - 6:00 PM January 9 from 10:00 AM - 6:00 PM
Click here for VSTAP cancellation and refund policies.
Lecture presentation plus accompany power point slides. This course is designed to instruct the student how to take a completed trial balance, determine missing items and additional basic needs to prepare Form 1120, 1120S or 1065. It will address adjusting entries, book-to-tax adjustments and taxable versus non-taxable items. It will then explain how to enter the information on the tax forms, while illustrating completed forms and individual specific requirements of each filing format. It will also explain flow-through item concepts, basis and capital accounts. At the conclusion the student will be able to complete a basic business tax return for a corporation or flow through entity.
January 12 from 10:00 AM - 6:00 PM January 13 from 10:00 AM - 6:00 PM
Registration Deadline: January 13, 2026
January 15-16, 9:00 AM - 5:00 PM EST
