Virginia Society of Tax & Accounting Professionals upcoming events

Complete Retirement Guide (10 Jul 2026)

Fri, 10 Jul 2026 13:00:00 GMT

Complete Retirement Guide

IRS Number: TATHT-T-00163-26-O

Product Description

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.

Course Objectives

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

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

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 (14 Jul 2026)

Tue, 14 Jul 2026 16:00:00 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

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.

Schedule

July 14, 12:00 - 2:00 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.

Accounting Methods (16 Jul 2026)

Thu, 16 Jul 2026 14:00:00 GMT

Accounting Methods

TATHT-T-00170-26-O

Product Description

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.

Course published in 2025

Course Objectives

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

Attendee Requirements

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.

Prerequisites

2-4 years tax preparation experience.

Field of Study

Taxes-1.00

Hours

NASBA Categories

Taxes

Course Level

Intermediate

Crypto Currency Tax Issues (23 Jul 2026)

Thu, 23 Jul 2026 16:00:00 GMT

CRYPTO CURRENCY TAX ISSUES
IRS Number: TATHT-T-00164-26-O

Product Description

TBD

Course Objectives

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.

Presenter: TaxSpeaker

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.

Schedule

July 23, 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.

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.

IRS Online Tools, Transcripts, and IRS Notices (23 Jul 2026)

Thu, 23 Jul 2026 19:00:00 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

July 23, 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.

S Corporations A-Z Rebroadcast (28 Jul 2026)

Tue, 28 Jul 2026 12:00:00 GMT

S CORPORATIONS A-Z

IRS #: TATHT-T-00073-22-O

If you or your clients own an S corporation, this course is just for you! TaxSpeaker’s® S Corporations from A-Z class is always up-to-date for the latest legislative changes, guiding participants through all things S corp. We include both instruction and practice to deliver a thorough comprehension of how to prepare tax returns for S corporations. This involves full guidance through formation rules and elections, plus potential late elections, and terminations (including mid-year issues). We will also cover common operating tax issues encountered with S corps, such as owner fringe benefits, pension plans, reasonable compensation and income allocations. To conclude the course, your instructor will review with you any unusual S corporation needs you may need to be prepared for: terminating the S election, built-in gains taxes, Q-subs, and the extra rare 338 step-up election.

Registration Deadline: July 27, 2026

Presenter: TaxSpeaker

Cost: $310/Members, $345/Non-members

Schedule

July 28, 8:00 - 4:00 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: Accounting
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.

Best of Tax Planning and Retirement Ideas for Individuals- Rebroadcast (06 Aug 2026)

Thu, 06 Aug 2026 12:00:00 GMT

Best of Tax Planning and Retirement Ideas for Individuals
IRS Number: TATHT-T-00159-26-O

Product 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.

Presenter: TaxSpeaker

Registration Deadline: Aug 5, 2026

Schedule

Aug 6, 8:00- 4:00 EST

Attendee Requirements:

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.

IRA's Roths and Conversions (27 Aug 2026)

Thu, 27 Aug 2026 15:00:00 GMT

IRA'S, ROTH'S AND CONVERSIONS

IRS Number: TATHT-T-00166-26-O

Product Description

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.

Course Objectives

This course reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs.

Presenter: TaxSpeaker

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.

Schedule

Aug 27, 2026 11:00 - 2:00 EST

Additional Information

Credit Hours: 3
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 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.

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

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

Thu, 22 Oct 2026 04:00:00 GMT

IRS Number: Pending

SAVE THE DATE more information coming soon!

Product Description

All attendees receive the hyperlinked PDF E-Book.

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

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".

To reserve online click here

Reservation Code 91S".

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:

1040 Tax in Depth -Save the Date (07 Dec 2026)

Mon, 07 Dec 2026 05:00:00 GMT

Save the Date December 7, 2026 -December 8, 2026, More Information Coming soon!!

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

Virginia Society of Tax & Accounting Professionals upcoming events

Complete Retirement Guide (10 Jul 2026)

Product Description

Course Objectives

Clergy Tax Rebroadcast (14 Jul 2026)

IRS# TATHT-T-00168-26-O

Product Description

Attendee Requirements

Disclaimer

Accounting Methods (16 Jul 2026)

Accounting Methods

Product Description

Course Objectives

Attendee Requirements

Prerequisites

Field of Study

Hours

NASBA Categories

Course Level

Crypto Currency Tax Issues (23 Jul 2026)

CRYPTO CURRENCY TAX ISSUES IRS Number: TATHT-T-00164-26-O

Product Description

Course Objectives

Additional Information

Disclaimer

IRS Online Tools, Transcripts, and IRS Notices (23 Jul 2026)

IRS Online Tools, Transcripts, and IRS Notices

Product Description

Course Objectives

S Corporations A-Z Rebroadcast (28 Jul 2026)

Attendee Requirements

Best of Tax Planning and Retirement Ideas for Individuals- Rebroadcast (06 Aug 2026)

Best of Tax Planning and Retirement Ideas for IndividualsIRS Number: TATHT-T-00159-26-O

Product Description

Course Objectives

Additional Information

Disclaimer

IRA's Roths and Conversions (27 Aug 2026)

Product Description

Course Objectives

Business Tax in Depth (28 Sep 2026)

Product Description

Course Objectives

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

Product Description

Embassy Suites by Hilton Richmond

Map & Directions

Refunds and Cancellations

1040 Tax in Depth -Save the Date (07 Dec 2026)

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

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

Product Description

Course Objectives

CRYPTO CURRENCY TAX ISSUES
IRS Number: TATHT-T-00164-26-O

Best of Tax Planning and Retirement Ideas for Individuals
IRS Number: TATHT-T-00159-26-O