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Complete Retirement Guide
IRS Number: TATHT-T-00163-26-O
Lecture presentation plus accompany power point slides. Part 1reviews the rules for pension plan credits, top-heavy and discrimination tests, defined contribution plans, SEP-IRAs and SIMPLE-IRAs as well as ROBS issues. Part 2 reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs. The 2nd half of the course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment.
Upon completion of Part 1 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).
Part 2 instructs the student in all types of deductible, non-deductible and Roth IRAs. Included are discussions on qualification for contributions, allowable investments, rollover and conversion rules and limits, transfers, QCD’s, 1 time HSA transfers and planning. It is a complete reference guide to all things IRA! The 2nd half of the course course instructs the student in determining when distributions are required and how to calculate them for IRAs and qualified plans. We also discuss the penalties for failure to take RMD’s (and how to waive them) and the exceptions to the 10% early withdrawal penalty. Additional discussions are provided for QCDs. The remainder of the course discusses inherited accounts, RMD and rollover options and rules for spouses and non-spouse beneficiaries.
Registration Deadline: July 9, 2026
Presenter: TaxSpeaker
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.
Schedule
July 10, 2026 9:00-5:00 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.
Additional Information
Disclaimer
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.
This course reviews the preparation of tax returns for members of the clergy. It covers housing allowances, fringe benefits, ministerial expenses, and accountable plans. We provide several practice aids for the church and the minister.
Course published in 2025
Cost: $145/Members, $180/Non-members
Registration Deadline: July 13, 2026
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.
July 14, 12:00 - 2:00 EST
THIS IS A REBROADCAST - 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.
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.
The course explains the rules for using cash or accrual methods, special reporting rules, with examples, for revenues and expenses, inventory rules, and how to change accounting methods under Rev. Roc. 2022-14.It also provides a short review of tax year ends.
Upon completion of this course you should have a greater understanding of accounting methods and practices. Participants should be able to determine when the cash method is appropriate or the accrual method is required for accounting records. Special accounting for prepaid expenses, gift cards and advance payments are discussed along with accounting for inventory. Finally, 4 different examples are provided for changing accounting methods, with completed forms, are provided for changing from accrual to cash; from cash to accrual; from using inventory capitalization to bot using it; and to correct depreciation issues.
July 16- 10:00am - 11:00am
Registration Deadline July 15, 2026
TBD
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 22, 2026
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.
July 23, 12:00- 2:00 EST
IRS Number: TATHT-T-00165-26-O
Due to the changes at IRS, moving more toward Artificail Intelligence on online data as opposed to IRS employee interaction, this class is designed to go in depth, and demonstrate, how to navigate the Tax Professional, Individual, and Business portals available on IRS.gov. In addition, resources available on the website will be discussed, and IRS Transcripts will be reviewed so that practitioners can understand the format the IRS uses to display taxpayer account information. Lastly, there will be a discussion of the newer IRS notices for Math Errors and corrections to filed returns.
At the end of the course, the practitioner will have a working knowledge of the resources available on IRS.gov, how to navigate the system, and correspond online with IRS regarding notices.
July 23, 2026 3:00 - 5:00 EST
S CORPORATIONS A-Z
IRS #: TATHT-T-00073-22-O
Registration Deadline: July 27, 2026
Cost: $310/Members, $345/Non-members
July 28, 8:00 - 4:00 PM EST
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.
Lecture presentation plus accompany power point slides. Part 1 reviews 2026 filing requirements, rates and rules. Part 2 analyzes all taxable and exempt fringe benefits for employees. Part 3 explains tax compliance and planning rules for all taxpayers with Part 4 devoted solely to retirement plans and maximizing the tax benefits within the rules. Part 5 educates regarding estate and gift tax rules and utilizing and understanding the limits, with an additional special chapter for trusts and special topics Part 6 devoted primarily to small business compliance with rules for depreciation and deduction, and the course ends with some special tax actions that can be taken by taxpayers in low income years.
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.
Registration Deadline: Aug 5, 2026
Aug 6, 8:00- 4:00 EST
Attendee Requirements:
IRA'S, ROTH'S AND CONVERSIONS
IRS Number: TATHT-T-00166-26-O
During this 3-hour course, attendees will learn strategies and methods for investing in an IRA account, including the comparisons between different types of retirement accounts and how to withdraw funds from and convert to Roth IRA’s. In addition, key learning points will cover navigating the life of your client’s IRA funds: where to report rollovers, deductible and nondeductible IRA’s, rollovers and transfers, prohibited transactions and investments, general tax planning, and saver’s credit.
This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.
Registration Deadline: Aug 26, 2026
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.
Aug 27, 2026 11:00 - 2:00 EST
IRS Number: Pending
The Tax Cuts bill changed everything we know about the formation and operation of C corporations, LLC’s and S corporations. With in-depth coverage of LLC, S and C corporate tax issues the 2020 in-depth course will also include detailed analyses of the choice of entity that best fits the taxpayer, and corporate formation issues. The LLC chapter will provide guidance on the new partnership audit regulations; the C corporation chapter will discuss the new tax rate and penalty taxes; and the S corporation chapter will examine the 20% flow through deduction, plus the impact of the new tax law on built in gains and the interaction of wages vs. the flow through deduction. Combining the 3 focus areas of C corporations, S corporations and LLC taxation with these two special topics will make this one of the most relevant courses a participant will take in 2020.
Every chapter has been updated for the business effects of the end-of-2019 Secure Act, both March 2020 tax bills, and Both PPP and PPPFA Bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 5 different bills into a massive year of tax changes.
In response to your requests, our S Corporation chapter has been expanded with a new completed 2019 Form 1120S case study, discussion of Passive income and Built in Gains and analyses of this year’s court cases. The C Corporation chapter has also been updated reflecting all of the new NOL changes. The Business interest chapter now includes the brand new law changes and the LLC chapter-wow, the biggest year of changes for LLC’s since 1986.
All attendees receive the hyperlinked PDF E-Book.
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: Sept 27, 2026
Sept 28-Sep 29/ 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.
Click here for VSTAP Event policies
SAVE THE DATE more information coming soon!
Scheduled Speakers: (Tax Speaker could change the assigned speakers at any time due to illness or availability. VSTAP can NOT guarantee these speakers)
Seminar Location & Hotel Reservations
2925 Emerywood Parkway, Richmond, Virginia, 23294, USA
To reserve online click here
Course Objective:
Group Discount- A 5% discount for groups of 3 or more may be applied for the registering business. Call our office or email asv@virginia-accountants.org for more information.
By registering for this Virginia Society of Tax & Accounting Professionals event or program you consent to being photographed, filmed and/or otherwise recorded at the event or program. By doing so, you grant to the Association rights to the release, publication or reproduction of any recorded media taken at the event or program of your appearance, voice or name for use by the Association and its management team.
Event Policies
Click the link above for a full list of our event policies
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
All cancellations must be received in writing in order to be eligible for a refund. An administrative charge of $50 will be applied to all refunds if the cancellation is received 5 or more days before the start of the event. If the cancellation is less than 5 days but not within 24 hours of the start of the event, the cancellation fee is $175. No refund if the cancellation is received within 24 hours of the start of the event. Cancellations not received in writing by the date required will not be eligible for a refund.
This seminar has been approved by:
Save the Date December 7, 2026 -December 8, 2026, More Information Coming soon!!
IRS Number: TATHT-T-00169-26-O
A review of the revised IRS procedures with regard to reporting additional information reporting forms for the W-2s and 1099s, focusing on the Tip Deduction, Overtime, Qualified Charitable Contributions, and additional reporting requirements.
Registration Deadline: Dec 14, 2026
Dec 15, 2026 3:00 - 5:00 EST
