Virginia Society of Tax & Accounting Professionals upcoming events

Education Deductions and Credits (14 Sep 2026)

Mon, 14 Sep 2026 18:00:00 GMT

EDUCATION DEDUCTIONS & CREDITS

IRS Number: TATHT-T-00177-26-O

This course explains all education savings programs, tax deductions, compliance rules and reporting for 529 plans, Series EE Bonds, American Opportunity and Lifetime Credits, employer assistance programs and student loan interest deductions.

Registration Deadline: Sep 13, 2026

Presenter: TaxSpeaker

Course Objectives

This course is designed to explain tax-advantaged methods of saving for college, tax deductions and credits for taxpayers. Included in the course are explanations of 529 plans, college financial aid, Coverdell ESAs, American Opportunity and Lifetime credits, Series EE bonds, employer assistance programs and student loan interest.

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.

Schedule

Sep 14, 2:00 - 4:00 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.

Additional Information

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

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.

Clergy Tax-Rebroadcast (21 Sep 2026)

Mon, 21 Sep 2026 14:00:00 GMT

IRS# TATHT-T-00168-26-O

Product Description

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

Presenter: TaxSpeaker

Registration Deadline: Sept 20, 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.

Schedule

Sept 21, 10:00 - 12:00 EST

Attendee Requirements

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.

Disclaimer

Click here for VSTAP cancellation policies.

1041's for Trusts & Estates- Rebroadcast (24 Sep 2026)

Thu, 24 Sep 2026 14:00:00 GMT

1041'S FOR TRUST & ESTATES

IRS Number: TATHT-T-00154-26-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 2023 and 2024 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.

Course Objectives

Learning Objectives: Upon completion of this course you will be able to:
1. Define estate
2. Identify the duties of the fiduciary
3. Identify the characteristics of QSSTs
4. Determine what qualifies as a grantor trust
5. Identify the qualities of estates and trusts
6. Identify the purpose of the probate court
7. Identify the purpose of the Income Distribution Deduction
8. Determine how to compute amortization allowances
9. Define short tax year
10. Determine what qualifies as IRD
11. Identify the options for IRAs inherited by a spouse
12. Define distributions in kind
13. Define discretionary income distributions
14. Define Irrevocable Living Trusts
15. Determine the advantages of Revocable Living Trusts

Registration Deadline: Sept 23, 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

Sept 24, 2026 10am-6pm

Attendee Requirements: 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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Business Tax in Depth (28 Sep 2026)

Mon, 28 Sep 2026 14:00:00 GMT

IRS Number: Pending

Product Description

The 2026 Tax Year embraces the final results of the 2025 OBBBA with massive changes in business tax compliance and planning. The course begins with a discussion of the 71 new tipped occupations that employers will have to note on W-2’s, and self-employeds on Form 4137. A quick similar discussion is made on how and where to report overtime based on 2026 IRS guidance. We then move quickly to the new charity deduction rules (with examples) for C corporations before heading to a deep analyses of the new 168(n) building depreciation rules (again with multiple examples). With the over 25 changes to fringe benefit programs for 2026 we have added a special chapter to discuss all the new and modified fringe benefit programs from an employer’s point of view. 2026 is a big year for LLC tax changes with 2 new reporting forms, multiple SE tax court cases that will upend your opinions, and new analyses of day to day partnership activities. Not yet done, we then explain the new retirement changes regarding deferrals and planning and employer provided Trump accounts. Finally this learning overload will conclude with our review of S Corporation tax issues. Along the way this year we are also adding a major discussion chapter for business owner tax planning by explaining, with examples, the incredible 1202 tax-free business sale rules, the 1244 ordinary loss deduction, and the O-Zone as applied to small business.

Each type of entity is given special attention with its own chapter. The S corp chapter will emphasize timely/late elections, owner fringe benefits and wages, as well as basis, distributions and the use of ESBT’s for family ownership transfers. 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.

All attendees receive the hyperlinked PDF E-Book.

Course Objectives

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

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

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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

IRS Online Tools, Transcripts, and IRS Notices-Rebroadcast (20 Oct 2026)

Tue, 20 Oct 2026 17:00:00 GMT

IRS Online Tools, Transcripts, and IRS Notices

IRS Number: TATHT-T-00165-26-O

Product Description

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.

Course Objectives

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.

Registration Deadline: July 22, 2026

Presenter: TaxSpeaker

Schedule

Oct 20, 2026, 1:00 - 3:00 EST

Attendee Requirements: 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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Business Tax in Depth-Live in Richmond (22 Oct 2026)

Thu, 22 Oct 2026 04:00:00 GMT

IRS Number: Pending

Product Description

Seminar Location & Hotel Reservations

Embassy Suites by Hilton Richmond

2925 Emerywood Parkway, Richmond, Virginia, 23294, USA

For any guest that would like to reserve their reservation over the phone, please call 804-672-8585 and refer to the group dates and name or dates and group code "91S". The hotel cut off for the room reservation is on or before 5:00pm Sept, 30 2026.

To reserve online click here

Scroll to the bottom of the reservation page where it says room rates and click on visit the booking page, this will take you to the calendar where you can select which days you'd like to reserve.

Reservation Code 91S".

Member Early/Non Member Early Bird Rates$540/$740 through Aug 29

Member/ Non Member Regular Rate- $590/$790 through October 10

Member/Non Member Late at Door Rate- $690/$890

Map & Directions

Additional Information

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

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

Refunds and Cancellations

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

Attendance Cancellation Policy

Attendee cancellations and requests for refunds MUST be done in writing by e-mail or mail. Postmarks for mail must be before the cancellation date. Phone calls and phone messages will not qualify as notice of cancellation.

Refund Policy

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:

The Big Beautiful Bill Version 2 (26 Oct 2026)

Mon, 26 Oct 2026 12:00:00 GMT

The Big Beautiful Bill- Version 2

IRS Number: TATHT-T-00172-26-O

Product Description

The course reviews all income tax changes of the 2025 OBBBA including individual and business changes. It explains the background behind every change and then, with examples and citations, explains the changes made and their effects on taxpayers

Course Objectives

This course includes discussions on every individual and business income tax change. It starts with individual changes including new deductions on tips, overtime and auto loan interest and also discusses changes to credits, itemized deductions, educator expenses and charity, with multiple examples and worksheets. The business changes include in-depth discussion and planning of Sec. 179, Bopnus, the new bonus write-off for buildings and the changes to employer fringe benefits.

Registration Deadline: Oct 25, 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

Oct 26, 2026: 8:00am - 4:00pm

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.

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

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

Disclaimer

Click here for VSTAP cancellation policies.

Federal Tax Update- Individual (02 Nov 2026)

Mon, 02 Nov 2026 14:00:00 GMT

FEDERAL TAX UPDATE-INDIVIDUAL

IRS Number: TATHT-T-00173-26-O

Many firms wish to attend an annual update that covers all the changes that affect individuals in the current year, as well as a detailed analysis of how the new tax laws will affect your individual tax clients. This class will include the latest modifications from Congress as well as other relevant IRS Notices, announcements, ruling and court cases for individuals. In-depth extended coverage of the most common 1040 problem issues will provide attendees with practical, hands-on tools for the upcoming season.

Course Objectives

Upon completion of this course you will be able to inform clients of the latest modifications from Congress, as well as other relevant IRS Notices, announcements, rulings, and court cases for individuals. Participants will be able to explain changes affecting expiring federal tax provisions, income & deduction issues, IRAs, retirement distributions & penalties, passive activities, and unusual items such as passive activities. The course will cover the most common 1040 issues and will provide attendees with practical, hands-on tools for the upcoming season.

Registration Deadline: November 1, 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

November 2, 9:00 AM - 5:00 PM EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

Best of Tax Planning and Retirement for Individuals- Rebroadcast (05 Nov 2026)

Thu, 05 Nov 2026 15:00:00 GMT

BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS

IRS Number: TATHT-T-00159-26-O

Description: 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.

Course Objectives

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: Nov 4, 2026

Presenter: TaxSpeaker

Schedule: Nov 5, 2026: 10:00am - 6:00pm

Attendee Requirements

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.

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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

Business Tax in Depth- Rebroadcast (16 Nov 2026)

Mon, 16 Nov 2026 15:00:00 GMT

IRS Number: Pending

Product Description

All attendees receive the hyperlinked PDF E-Book.

Course Objectives

Registration Deadline: Nov 15, 2026

Presenter: TaxSpeaker

Schedule

Nov 16- Nov 17/ 10:00 AM - 6:00 PM EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

IRS Online Tools, Trancripts, and IRS Notices (20 Nov 2026)

Fri, 20 Nov 2026 15:00:00 GMT

IRS Online Tools, Transcripts, and IRS Notices

IRS Number: TATHT-T-00165-26-O

Product Description

Course Objectives

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.

Registration Deadline: Nov 19, 2026

Presenter: TaxSpeaker

Schedule

Nov 20, 2026, 10:00 - 12:00 EST

Attendee Requirements: 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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

1040 Tax in Depth - Live in Newport News (07 Dec 2026)

Mon, 07 Dec 2026 13:00:00 GMT

IRS Number Pending

Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2026 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.

Course Objectives

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.

Make your plans now to join us for our 1040 Tax in Depth, moving to Newport News for 2026.

Hotel:

Holiday Inn Newport News- City Center
980 Omni Blvd, Newport News, VA, 23606

The Hotel Reservation Link for the event is HERE

You may also call 757-223-2110 or toll free 1800-465-4329 and identify yourself as being with the group VST.

The Registration cut off for the hotel is November 20, 2026.

Member/ Non Member Early Bird Rates- $540/$740 through Oct 14

Member/ Non Member Regular Rate- $590/$790 through Nov 26

Member/ Non Member Late at Door Rate- $690/$890

Schedule

December 7-8, 8:00 AM - 4:00 PM EST

Additional Information

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

Refunds and Cancellations

Attendance Cancellation Policy

Refund Policy

This seminar has been approved by:

Payroll – Year end Compliance: W-2’s and 1099’s (15 Dec 2026)

Tue, 15 Dec 2026 17:00:00 GMT

Payroll - Year end Compliance: W-2's and 1099's

IRS Number:TATHT-T-00174-26-O

Product Description

We start by covering employer requirements for hiring, record keeping, and posted information, and then move to employee payroll forms (including the I-9). We then move to wage discussions, 941 and 940 deposit and completion requirements, and finish the section with W-2 preparation issues. The second chapter deals with 1099 preparation and compliance issues. This one simple course is all you and your employees need to complete quarterly and annual payroll tax forms.

Course Objectives

Upon completion of this course, you will be able to accurately file quarterly and annual payroll returns, properly issue employee W-2’s, including corrected returns when necessary and complete and file 1099’s as needed.

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.

Prerequisites

None

Field of Study

Taxes-2

Hours

NASBA Categories

Taxes

Course Level

Basic

IRS Reporting Maze: Tips, Overtime, QCD & W-2's (15 Dec 2026)

Tue, 15 Dec 2026 20:00:00 GMT

IRS Reporting Maze: Tips, Overtime, QCD & W-2's

IRS Number: TATHT-T-00169-26-O

Product Description

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.

Course Objectives

TBD

Registration Deadline: Dec 14, 2026

Presenter: TaxSpeaker

Schedule

Dec 15, 2026 3:00 - 5:00 EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

1040 Tax in Depth (29 Dec 2026)

Tue, 29 Dec 2026 14:00:00 GMT

1040 Tax In Dpeth

Irs Number: Pending

Product Description

Identify the key individual tax provisions of the One Big Beautiful Bill Act effective for 2026, including the No Tax on Tips, No Tax on Overtime, auto loan interest, and senior bonus deductions, along with their dollar limits and MAGI phase-outs.

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Differentiate Pre-Enactment from Post-Enactment QSBS under Section 1202, and apply the new $15 million gain exclusion cap, $75 million gross asset ceiling, and tiered 50%/75%/100% holding-period exclusions.

Determine when a loss on small business stock qualifies for ordinary loss treatment under Section 1244, calculate the annual $50,000/$100,000 limits, and properly report the loss on Form 4797.course explains the entirety of individual new OBBBA law changes with 8 hours of new tax law. We then spend 8 hours reviewing and explaining compliance issues for foreign reporting, retirement, dependent care, form 1040 reporting items, security requirements & WISP, itemized deductions, sole proprietors, capital gains and all other major individual tax return topics.

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.

Registration Deadline Dec 28, 2026

Schedule

December 29-30, 9:00 AM - 5:00 PM EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

Circular 230 Ethics Rebroadcast (31 Dec 2026)

Thu, 31 Dec 2026 14:00:00 GMT

Circular 230 Ethics Rebroadcast

IRS Number: TATHT-E-00167-26-O

This course reviews the use and application of Circular 230 and an active income tax preparation through case studies of advertising, cashing checks, hiring, PTIN and EA requirements, the AFSP program, consent and disclosure rules. We also provide reference for authoritative guidance.

Course Objectives

Upon completion of this course you should be able to explain when Circular 230 applies to a tax professional as well as PTIN requirements. Designed to equip you with a Circular 230 overview, you should gain a working knowledge of IRC Sec 6694 Compliance, preparer penalties, and select Circular 230 rules. In addition, you should be able to identify those subject to Circular 230, such as unlicensed preparers, PTINs, and those in the AFSP program. The course covers consent and disclosure rules, confidentiality, IRS authoritative guidance, case studies, and more. You should be able to recognize whether or not you meet the requirements to take a position on a tax return, what to do as a professional to ensure that they do not violate established rules of ethics, and how to avoid actions that would result in sanctions, suspension, or disbarment.

Presenter: TaxSpeaker

Registration Deadline: Dec 30, 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.

Schedule

Dec 31, 9am- 11am EST

Attendee Requirements: 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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

1040 Tax In Depth (07 Jan 2027)

Thu, 07 Jan 2027 15:00:00 GMT

1040 Tax In Dpeth

Irs Number: Pending

Product Description

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Registration Deadline Jan 6, 2027

Schedule

January 7 and January 8, 10:00 AM - 6:00 PM EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

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1040 Boot Camp (11 Jan 2027)

Mon, 11 Jan 2027 15:00:00 GMT

1040 Boot Camp

IRS Number: **NOT APPROVED FOR IRS**

Product Description

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

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

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

***Not applicable for CPE credit***

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

Presenter: TaxSpeaker

Registration Deadline: January 10, 2027

Schedule

January 11 from 10:00 AM - 6:00 PM
January 12 from 10:00 AM - 6:00 PM

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

Attendee Requirements: You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. 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.

Additional Information

Credit Hours: 16 CPE credits only no CE credits
Field of Study: Taxes
Program Level: Basic
Designed for: Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
Prerequisites: None
Advanced Preparation: None
Instructional Method: Group Internet Based
Approved by: NASBA

Disclaimer

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.

Click here for VSTAP cancellation and refund policies.

1041s For Trust & Estates (13 Jan 2027)

Wed, 13 Jan 2027 15:00:00 GMT

1041'S FOR TRUST & ESTATES

IRS Number: TATHT-T-00154-26-O

Course Objectives

Registration Deadline: Jan 12, 2027

Presenter: TaxSpeaker

Schedule

Jan 13, 2027 10am-6pm

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

1040 Tax In Depth (18 Jan 2027)

Mon, 18 Jan 2027 14:00:00 GMT

1040 Tax In Dpeth

Irs Number: Pending

Product Description

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Registration Deadline January 17, 2027

Schedule

Jan 18-19, 9:00 AM - 5:00 PM EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

1040 Tax In Depth- Rebroadcast (26 Jan 2027)

Tue, 26 Jan 2027 15:00:00 GMT

1040 Tax In Dpeth

Irs Number: Pending

Product Description

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Registration Deadline Jan 25, 2027

Schedule

December Jan 26-27, 10:00 AM - 6:00 PM EST

Attendee Requirements: 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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

1040 Tax In Depth- Rebroadcast (02 Feb 2027)

Tue, 02 Feb 2027 13:00:00 GMT

1040 Tax In Dpeth

Irs Number: Pending

Product Description

Apply the final IRS regulations on qualified tipped occupations and qualified overtime compensation, including new W-2, 1099, and Schedule 1-A reporting requirements.

Recognize the 2026 changes to itemized deductions, including the $40,400 SALT cap, the 0.5% AGI charitable floor, reinstated mortgage insurance premiums, and the expanded two-page Schedule A.

Summarize the OBBBA's savings and education provisions, including Trump Accounts, expanded 529 distributions, ABLE account changes, and the new Federal Scholarship Tax Credit.

Explain the permanent extension and modification of the Qualified Opportunity Zone program and its planning implications for 2026 and beyond.

Registration Deadline Feb 1, 2027

Schedule

Feb 2-3, 2027 8:00 AM - 4:00 PM EST

Attendee Requirements: 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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

Federal Tax Update- Business- Rebroadcast (04 Feb 2027)

Thu, 04 Feb 2027 15:00:00 GMT

FEDERAL TAX UPDATE-BUSINESS

IRS Number: TATHT-T-00175-26-O

Many firms wish to attend an annual update that covers all of the changes that affect business entities in the current year, as well as detailed analyses of how the new tax laws will affect your business tax clients. Kept up to date through the day before the class, this
class will include the latest modifications from Congress as well as other relevant IRS Notices, announcements, ruling and court cases for corporations, S corporations and entities taxed as partnerships and discussion of common compliance issues encountered during tax preparation season.

Registration Deadline: Feb 3, 2027

Presenter: TaxSpeaker

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.

Schedule

Feb 4, 10:00 AM - 6:00 PM EST

Attendee Requirements

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.

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.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP event policies