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Calendar of Events

Below is a pre-view of upcoming courses and events that may be of interest to you. You may register online by selecting the 'Show Details >>' link for a particular event, or download this manual registration form to mail in to our office. Thank you for considering VSTAP for your professional education needs; we look forward to seeing you soon at an upcoming event.

    • 27 Sep 2019
    • 7:00 AM - 4:30 PM
    • Four Points by Sheraton Richmond Airport, 4700 S. Laburnum Avenue Richmond, VA 23231
    Register


    Traps and Pitfalls in Estate Planning Seminar Information  

    Having a thorough knowledge of tax law as well as non tax law is important to the professional in properly advising clients during the estate planning process. There are many common pitfalls, errors and mistakes clients and professional make during this process. This course is designed to explore these issues and provide the practitioner with practical solutions to common mistakes in the estate planning process.

    About the Instructor 

    Anthony Rocca, JD is a shareholder in Werner Rocca Seminars Ltd., and has led nearly 100 lectures annually in both live format and online through webcasts and webinars. Anthony devotes most of his professional time to practicing law in corporate business transactions, estate planning and administration and tax matters. He received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law. Anthony enjoys spending time with his family and also enjoys the outdoors and cooking.

    Agenda

    Seminar prices go up after September 13, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.

     September 27  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
       

    Seminar Location & Hotel Reservations

    Four Points by Sheraton Richmond Airport
    4700 S. Laburnum Ave
    Richmond, VA 23231

    Discount rooms are available at the rate of $119/night through 9/5/2019. Make your reservations early to ensure that you're able to get into the room block. To book your room, click here to reserve online. You may also call the hotel at 804-226-4300. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 8 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: Moderate experience in estate planning 
    Designed For: CPAs, EAs, attorneys, financial planners, insurance agents, &  bankers
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA & IRS

    Course Objectives 

    Upon completion of this course, you will be able to list the most common pitfalls, errors and mistakes made by clients and professionals in the estate planning process.

    Course Highlights

    • The need to properly coordinate the efforts of different advisors
    • Distinguish and understand life and death planning issues
    • Distinguish and understand tax and non tax planning issues
    • Proper use and funding of trusts
    • Mistakes made in the disposition of assets
    • Understand the special issues of the single taxpayer
    • Understand the special issues of same sex couples
    • Mistakes made in planning for beneficiaries with special needs
    • Proper choice of fiduciaries
    • Understand what needs to be in place beyond the legal documents (properly advising the living from “the grave”)

    Refunds and Cancellations

    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.

    This seminar has been approved by:  


    Please note: CFP CE reporting is not available for this course.

    • 17 Oct 2019
    • 7:30 AM
    • 18 Oct 2019
    • 5:00 PM
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    • 50
    Register


    Business Tax In Depth Seminar Information  

    In 2019 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C corporations, LLC’s and S corporations. This year’s course will include a special chapter focusing on accounting methods (and changes!) as a result of the new cash method and Section 263A limits and will include example completed Forms 3115 showing how and when the changes may be made. The 2019 in-depth course will also include detailed analyses of the choice of entity that best fits the taxpayer and in-depth discussion of the new 20% flow-through deduction. 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 2019.

    Speakers: Bob Jennings, CPA, EA, CFP & Ron Roberson, CPA

    Seminar prices go up after October 2, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.

     October 17  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     October 18  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:30 pm  Seminar

    Seminar Location & Hotel Reservations

    DoubleTree by Hilton Hotel Williamsburg 
    50 Kingsmill Road, Williamsburg, VA 23185
    Hotel Telephone: 757-220-2500
    Map & Directions

    Discount rooms are available at the rate of $119/night through 9/16/2019. Make your reservations early to ensure that you're able to get into the room block. To book your room, click here to reserve online. Please be sure that the VASTAP box is checked on the right hand side of the screen. You may also call the hotel at 757-220-2500. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board 

    Course Objective:

    Upon completion of this course, you will be able to-Explain the latest changes in tax law to your business clients; Summarize the various methods of accounting that are available; Determine the appropriate treatment for various business expenses; Assist clients with the formation of a C or an S corporation; Define a controlled group and determine the tax issues that are affected with controlled groups; Determine the proper classification of individuals working for you and assist clients in determining if individuals working for them are employees or independent contractors; Inform clients of the various characteristics and tax implications of the C corporation form of business entity; Determine if a corporation qualifies to file the election for S status; and much more.

    Refunds and Cancellations

    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.

    This seminar has been approved by:




    • 28 Oct 2019
    • 7:30 AM
    • 29 Oct 2019
    • 5:00 PM
    • Hilton Garden Inn Dulles North, 22400 Flagstaff Plaza, Ashburn, VA
    • 52
    Register


    Business Tax In Depth Seminar Information  

    In 2019 this class will almost become a “must” for practitioners. The new Tax Cuts bill changes everything we know about the formation and operation of C corporations, LLC’s and S corporations. This year’s course will include a special chapter focusing on accounting methods (and changes!) as a result of the new cash method and Section 263A limits and will include example completed Forms 3115 showing how and when the changes may be made. The 2019 in-depth course will also include detailed analyses of the choice of entity that best fits the taxpayer and in-depth discussion of the new 20% flow-through deduction. 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 2019.

    Speaker: Terry Bakker, CPA, EA 

    Seminar prices go up after October 13, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.

     October 28  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     October 29  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:30 pm  Seminar

    Seminar Location & Hotel Reservations

    Hilton Garden Inn Dulles North
    22400 Flagstaff Plaza, Ashburn, VA 20148
    Hotel Telephone: 703-723-8989
    Map & Directions

    Discount rooms are available at the rate of $119/night. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel at 703-723-8989 or click here to reserve online. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board 

    Course Objective:

    Upon completion of this course, you will be able to-Explain the latest changes in tax law to your business clients; Summarize the various methods of accounting that are available; Determine the appropriate treatment for various business expenses; Assist clients with the formation of a C or an S corporation; Define a controlled group and determine the tax issues that are affected with controlled groups; Determine the proper classification of individuals working for you and assist clients in determining if individuals working for them are employees or independent contractors; Inform clients of the various characteristics and tax implications of the C corporation form of business entity; Determine if a corporation qualifies to file the election for S status; and much more.

    Refunds and Cancellations

    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.



    This seminar has been approved by:




    • 21 Nov 2019
    • 7:30 AM
    • 22 Nov 2019
    • 5:00 PM
    • Hilton Garden Inn Dulles North, 22400 Flagstaff Plaza, Ashburn, VA
    • 58
    Register


    1040 Tax In Depth Seminar Information  

    Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information.

    Our 2019 course will include detailed coverage, with planning ideas of the latest changes from to Tax Cuts and Jobs Act, special focus coverage of sole proprietorship issues and emerging economy issues (Consumer-to-consumer sales, Crypto-Currency, etc.) as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country, and the independently awarded recognition proves it.

    Speaker: Terry Bakker, CPA, EA

    Seminar prices go up after November 6, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.

     November 21  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     November 22  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:30 pm  Seminar

    Seminar Location & Hotel Reservations

    Hilton Garden Inn Dulles North
    22400 Flagstaff Plaza, Ashburn, VA 20148
    Hotel Telephone: 703-723-8989
    Map & Directions

    Discount rooms are available at the rate of $119/night. Make your reservations early to ensure that you're able to get into the room block. To book your room, call the hotel at 703-723-8989 or click here to reserve online. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board

    Course Objective:

    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Refunds and Cancellations

    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.

    This seminar has been approved by:




    • 21 Nov 2019
    • 4:30 PM - 6:30 PM
    • Hilton Garden Inn Dulles North, 22400 Flagstaff Plaza, Ashburn, VA
    Register


    Virginia Specific Ethics for CPAs Information 

    This training has been created to help you meet the Virginia Board of Accountancy's (VBOA) annual 2-hour (100-minute) CPE requirement for 2019. Section 18VAC5-22-90 of the Virginia Board of Accountancy's regulations requires that all Virginia CPAs subject to continuing professional education must take an annual 2-hour ethics course acceptable to the VBOA. Each year, the VBOA provides an outline of topics to be included, which can be found here.

    This training is specific to Virginia CPAs working in public practice, industry, government, nonprofits and academia. All CPAs are subject to Virginia CPE requirements. Visit the Virginia Board of Accountancy website for more information.

    This program is being held in conjunction with the 1040 Tax In Depth. Separate registration required to attend either or both events. 

    Course Location

    Hilton Garden Inn Dulles North
    22400 Flagstaff Plaza, Ashburn, VA 20148
    Hotel Telephone: 703-723-8989
    Map & Directions

    Additional Information 

    Instructor: Michelle Fowler, President (CPA, CIA, CISA, CRMA)

    Michelle is the founder and President of Fowler & Company, LTD and has been working in banking and internal audit since 1990. Founded in 2001, Fowler & Company's specialized focus is on internal audit, training, risk, internal controls, and compliance. Michelle is an engaging and highly rated speaker and author. Her diverse combination of Internal Audit training and consulting gives her a unique perspective and provides current "real world" experience. Michelle holds the designations of Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor, and Certification in Risk Management. Michelle's experience prior to Fowler & Company includes time in public accounting, including Deloitte, and working in internal audit shops in both the United States and the United Kingdom. She is active with the IIA and other not-for-profit organizations. She can be reached at 804-350-8654 or mfowler@fowlerandcompany.com.

    CPE: 2
    Field of Study: Regulatory Ethics 
    Program Level: Update
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA & VBOA

    Objectives:

    • Identify the AICPA and PLUS models for ethical decision-making
    • Clarify ways to provide acceptable service to the public beyond their vocation while complying with rules and regulations
    • Recognize rules and regulations that guide the profession in the state of Virginia
    • Isolate critical steps for charting an ethical course that is acceptable to the profession

    Cancellation Policy

    Your registration may be cancelled with a $25 administrative fee if notification is received in writing at least 24 hours prior to the start of the program. No shows will not be refunded. Balances are due prior to the start of the event.

     This seminar is approved by: 

    Virginia Board of Accountancy 

    • 09 Dec 2019
    • 7:30 AM
    • 10 Dec 2019
    • 5:00 PM
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    • 58
    Register


    1040 Tax In Depth Seminar Information  

    Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information.

    Our 2019 course will include detailed coverage, with planning ideas of the latest changes from to Tax Cuts and Jobs Act, special focus coverage of sole proprietorship issues and emerging economy issues (Consumer-to-consumer sales, Crypto-Currency, etc.) as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country, and the independently awarded recognition proves it.

    Speakers: Bill Leonard, CPA, MAFF, CGMA & Jeffrey Milligan, CPA

    Seminar prices go up after November 24, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.

     December 9  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     December 10  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:30 pm  Seminar

    Seminar Location & Hotel Reservations

    DoubleTree by Hilton Hotel Williamsburg 
    50 Kingsmill Road, Williamsburg, VA 23185
    Hotel Telephone: 757-220-2500
    Map & Directions

    Discount rooms are available at the rate of $109/night through 11/8/2019. Make your reservations early to ensure that you're able to get into the room block. To book your room, click here to reserve online. Please be sure that the VSTAP DEC box is checked on the right hand side of the screen. You may also call the hotel at 757-220-2500. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board

    Course Objective:

    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Refunds and Cancellations

    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.

    This seminar has been approved by:



    • 09 Dec 2019
    • 4:30 PM - 6:30 PM
    • DoubleTree by Hilton, 50 Kingsmill Road, Williamsburg VA
    Register


    Virginia Specific Ethics for CPAs Information 

    This training has been created to help you meet the Virginia Board of Accountancy's (VBOA) annual 2-hour (100-minute) CPE requirement for 2019. Section 18VAC5-22-90 of the Virginia Board of Accountancy's regulations requires that all Virginia CPAs subject to continuing professional education must take an annual 2-hour ethics course acceptable to the VBOA. Each year, the VBOA provides an outline of topics to be included, which can be found here.

    This training is specific to Virginia CPAs working in public practice, industry, government, nonprofits and academia. All CPAs are subject to Virginia CPE requirements. Visit the Virginia Board of Accountancy website for more information.

    This program is being held in conjunction with the 1040 Tax In Depth. Separate registration required to attend either or both events. 

    Course Location

    DoubleTree by Hilton Hotel Williamsburg
    50 Kingsmill Road, Williamsburg, VA 23185
    Hotel Telephone: 757-220-2500
    Map & Directions

    Additional Information 

    Instructor: Michelle Fowler, President (CPA, CIA, CISA, CRMA)

    Michelle is the founder and President of Fowler & Company, LTD and has been working in banking and internal audit since 1990. Founded in 2001, Fowler & Company's specialized focus is on internal audit, training, risk, internal controls, and compliance. Michelle is an engaging and highly rated speaker and author. Her diverse combination of Internal Audit training and consulting gives her a unique perspective and provides current "real world" experience. Michelle holds the designations of Certified Public Accountant, Certified Internal Auditor, Certified Information Systems Auditor, and Certification in Risk Management. Michelle's experience prior to Fowler & Company includes time in public accounting, including Deloitte, and working in internal audit shops in both the United States and the United Kingdom. She is active with the IIA and other not-for-profit organizations. She can be reached at 804-350-8654 or mfowler@fowlerandcompany.com.

    CPE: 2
    Field of Study: Regulatory Ethics 
    Program Level: Update
    Prerequisites: None
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA & VBOA

    Objectives:

    • Identify the AICPA and PLUS models for ethical decision-making
    • Clarify ways to provide acceptable service to the public beyond their vocation while complying with rules and regulations
    • Recognize rules and regulations that guide the profession in the state of Virginia
    • Isolate critical steps for charting an ethical course that is acceptable to the profession

    Cancellation Policy

    Your registration may be cancelled with a $25 administrative fee if notification is received in writing at least 24 hours prior to the start of the program. No shows will not be refunded. Balances are due prior to the start of the event.

    This seminar is approved by: 

    Virginia Board of Accountancy 

    • 09 Jan 2020
    • 7:30 AM
    • 10 Jan 2020
    • 5:00 PM
    • Renaissance Portsmouth-Norfolk Waterfront Hotel, 425 Water St, Portsmouth, VA 23704
    Register


    1040 Tax In Depth Seminar Information  

    Wow. That’s all we can say about America’s only independently awarded recognition for multiple years as the top Research live-course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information.

    Our 2019 course will include detailed coverage, with planning ideas of the latest changes from to Tax Cuts and Jobs Act, special focus coverage of sole proprietorship issues and emerging economy issues (Consumer-to-consumer sales, Crypto-Currency, etc.) as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country, and the independently awarded recognition proves it.

    Speakers: Jeffrey Milligan, CPA & Gregg Goodsell 

    Seminar prices go up after December 26, 2019. If you are not a VSTAP member, but want to get the member rate, you can join online.

     January 9  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Buffet Lunch
    12:45-4:30 pm  Seminar
     4:45-6:00 pm  Networking Social  (1 drink ticket & Hors d'oeuvres included)
       
     January 10  
     7:00-8:00 am  Registration & Continental Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Buffet Lunch
     12:45-4:30 pm  Seminar

    Seminar Location & Hotel Reservations

    Renaissance Portsmouth-Norfolk Waterfront Hotel 
    425 Water St, Portsmouth, VA 23704
    Hotel Telephone: 757-673-3000 
    Map & Directions
    Parking: Costs $7/day for self-parking and $19/day for valet parking. 

    Discount rooms are available at the rate of $99/night through 12/09/2019. Make your reservations early to ensure that you're able to get into the room block. To book your room, click here to reserve online. You may also call the hotel at 757-220-2500. Be sure to mention that you're part of the VA Society of Tax & Accounting Professionals to receive the group rate. Your reservation must be secured with a major credit card at the time of booking. 

    Additional Information

    Credit Hours: 16 
    Field of Study: Taxes
    Program Level: Intermediate
    Prerequisites: 2 - 4 Years of Tax Preparation
    Advanced Preparation: None
    Instructional Method: Group Live
    Approved by: NASBA, IRS & CFP Board

    Course Objective:

    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Refunds and Cancellations

    If you cancel in writing at least five business days before the program begins, you will be refunded your registration fee after a $50 administrative charge. Cancellations not received by the date required will not be eligible for a refund. If you cancel in writing at least 24 hours of the start of the program you may apply your registration fee to a future event for a $125 processing fee. No shows will not be refunded. Balances are due prior to the start of the event.

    This seminar has been approved by:



    • 13 Jul 2020
    • 8:00 AM
    • 15 Jul 2020
    • 4:30 PM
    • The Virginian Hotel, Lynchburg, VA

    This event is NOT restricted to members only. Check out the program schedule and plan to attend. Your full registration includes continuing education, the VSTAP annual meeting and banquet. 

    Schedule, speaker & course details coming soon! 

    Hotel Information
    The Virginian Hotel 
    712 Church Street, Lynchburg, VA 24504
    Room Rate: $135 (plus taxes & fees)
    Day & overnight self-parking for attendees is complimentary, valet parking is $10/per car. 

    Reservations: Please use this link to make reservations online or please call the hotel direct at (434) 329–3200 to reserve your rooms. Please reference that you are with the Virginia Society of Tax and Accounting Professionals group. Reservation deadline is Friday, June 12, 2020. Please note that rates are available 2 days before and after the meeting. All reservations are subject to a 48-hour cancellation policy, reservations cancelled within 48 hours of arrival will be charged one night's room and tax. 

    A centerpiece of downtown Lynchburg since 1913, this magnificent hotel has been thoughtfully restored to its historic grandeur and refreshed with modern amenities. Walk to restaurants and boutiques, stroll along the James River, and dive into the arts and creative scene. Downtown is full of hidden gems, Point of Honor is a mile away, and the Snowflex Center is nearby for year-round skiing.

    Check out the The Virginian Hotel, Curio Collection by Hilton website for hotel info, directions, and photos.  

    VSTAP is an approved CE sponsor for the following:

         


    Click here for further sponsor details. 
    * Please note: CFP CE reporting is not available for this program.

    Paying for registration by check:
    Balances are due prior to the start of the event. If you would like to pay with a check, please complete the online registration (chose pay offline), print out your invoice and mail with payment to VSTAP, PO Box 3363, Warrenton, VA 20188.

    Cancellation Policy:
    Cancellations must be received in writing:
    • if received prior to June 30, refund provided less a $50 administration fee
    • if received after June 30, no refund  will be provided
    • No shows will not be refunded 

Past Events

10 Jun 2019 2019 Annual Conference (20 hours)
10 Jan 2019 1040 Tax In-Depth, Tidewater (with Networking Social) | 16 CE
10 Dec 2018 Virginia Ethics for CPAs - Williamsburg | 2 CE
10 Dec 2018 1040 Tax In-Depth, Williamsburg (with Networking Social) | 16 CE
15 Nov 2018 Virginia Ethics for CPAs - Ashburn | 2 CE
15 Nov 2018 1040 Tax In-Depth, Ashburn (with Networking Social) | 16 CE
25 Oct 2018 Business Tax In-Depth, Ashburn (with Networking Social) | 16 CE
18 Oct 2018 Business Tax In-Depth, Williamsburg (with Networking Social) | 16 CE
27 Sep 2018 2018 Tax Cuts & Jobs Act
13 Sep 2018 Fall 2018 CE Triple Play - DISCOUNT (offer expires 9/13/2018)
13 Jun 2018 Circular 230 Ethics - VA Beach
13 Jun 2018 2018 Annual Conference
13 Jun 2018 Virginia Ethics for CPAs - VA Beach
22 Feb 2018 Understanding Field Assistance Services (IRS Webinar)
07 Feb 2018 Understanding Data Compromise Schemes and IRS's Responses to Them
11 Jan 2018 1040 Tax In-Depth, Tidewater VA (with Networking Social)
08 Dec 2017 Virginia Ethics for CPAs - Williamsburg
07 Dec 2017 1040 Tax In-Depth, Williamsburg VA (with Networking Social)
28 Nov 2017 Tax Security Awareness Roundtable (Panel Discussion)
16 Nov 2017 Virginia Ethics for CPAs - Ashburn
16 Nov 2017 1040 Tax In-Depth, Ashburn VA (with Networking Social)
26 Oct 2017 Business Tax In-Depth, Ashburn VA (with Networking Social)
19 Oct 2017 Business Tax In-Depth, Richmond VA (with Networking Social)
18 Sep 2017 2017 NSA EA Exam Prep Course in Virginia
30 Aug 2017 IRS Webinar - Reporting of Foreign Bank and Financial Accounts on the Electronic FBAR
29 Aug 2017 1041 - Trusts & Estates
28 Aug 2017 Compilation & Review
21 Aug 2017 NSA Annual Meeting and Convention
16 Aug 2017 IRS Offer in Compromise & Private Debt Collection Webinar
24 May 2017 Virginia Ethics for CPAs - Richmond
22 May 2017 Technology & 2017 Annual Conference
12 Jan 2017 1040 Tax In-Depth, Tidewater VA (with Networking Social)
09 Dec 2016 Virginia Ethics for CPAs - Williamsburg
08 Dec 2016 1040 Tax In-Depth, Williamsburg VA (with Networking Social)
17 Nov 2016 Virginia Ethics for CPAs - Ashburn
17 Nov 2016 1040 Tax In-Depth, Ashburn VA (with Networking Social)
20 Oct 2016 Business Tax In-Depth, Ashburn VA (with Networking Social)
03 Oct 2016 Business Tax In-Depth, Williamsburg VA (with Networking Social)
21 Sep 2016 EA Exam Prep Course
08 Jun 2016 2016 Annual Conference (Reverse Mortgages; Fringe Benefits; VA Ethics for CPAs; Circular 230 Ethics; Social Security & Medicare and more)
07 Jan 2016 1040 Tax In Depth, Tidewater (with Networking Social)
02 Dec 2015 Annual Federal Tax Refresher, Williamsburg
01 Dec 2015 Virginia Ethics for CPAs
30 Nov 2015 1040 Tax In Depth, Central VA (with Networking Social)
13 Nov 2015 Virginia Ethics for CPAs
12 Nov 2015 1040 Tax In Depth, NoVA (with Networking Social)
22 Oct 2015 Business Tax In-Depth, NoVA (with Networking Social)
05 Oct 2015 Business Tax In-Depth, Central VA (with Networking Social)
22 Sep 2015 Board Meeting
10 Aug 2015 Compilation & Review
12 Jun 2015 Annual Meeting & Banquet
12 Jun 2015 Virginia Ethics for CPAs
12 Jun 2015 Circular 230 Ethics
11 Jun 2015 Introduction to Social Security & Medicare
11 Jun 2015 Estate & Gift Update
11 Jun 2015 Annual Federal Tax Refresher, Fredericksburg
11 Jun 2015 67th Annual Conference
31 May 2015 Announcing - Annual Federal Tax Refresher
15 May 2015 Board Meeting
13 Jan 2015 Board Meeting
08 Jan 2015 TaxSpeaker 2014: 1040 Tax In Depth, Tidewater
16 Dec 2014 Virginia Ethics 2014 for CPAs
15 Dec 2014 TaxSpeaker 2014: 1040 Tax In Depth, Central VA (with Networking Social)
18 Nov 2014 Board Meeting
14 Nov 2014 Virginia Ethics 2014 for CPAs
13 Nov 2014 TaxSpeaker 2014: 1040 Tax In Depth, NoVA (with Networking Social)
23 Oct 2014 TaxSpeaker 2014: Business Tax In-Depth, NoVA
02 Oct 2014 TaxSpeaker 2014: Business Tax In-Depth, Central VA
30 Sep 2014 TaxSpeaker 2014: Annual Federal Tax Refresher, Central VA
29 Sep 2014 TaxSpeaker 2014: Tax Aspects of the Health Care Bill, Central VA
16 Sep 2014 Board Meeting
08 Jul 2014 Board Meeting
10 Jun 2014 2014: Circular 230 Ethics, Annual Meeting and Luncheon
09 Jun 2014 TaxSpeaker 2014: Tax Aspects of the Health Care Bill, NoVA
13 May 2014 Board Meeting
07 Feb 2014 Budget Approval Conference Call
24 Jan 2014 Planning & Budget Meeting
14 Jan 2014 Board Meeting
06 Jan 2014 Jennings Seminar - 1040 Tax In Depth
05 Dec 2013 Jennings Seminar - 1040 Tax In Depth
14 Nov 2013 Jennings Seminar - 1040 Tax In Depth
12 Nov 2013 Board Meeting
17 Oct 2013 Jennings Seminar - Business Tax In-Depth
03 Oct 2013 Jennings Seminar - Business Tax In-Depth
06 Sep 2013 Tax Aspects of the Health Care Bill
14 Jun 2013 Annual Meeting and Circular 230 Ethics
13 Jun 2013 Tax Aspects of the Health Care Bill
07 Jan 2013 Jennings Seminar - 1040 Tax In Depth
17 Dec 2012 RTRP Live Prep Course - SOLD OUT
06 Dec 2012 Jennings Seminar - 1040 Tax In Depth
15 Nov 2012 Jennings Seminar - 1040 Tax In Depth
18 Oct 2012 Jennings Seminar - Business Tax In-Depth
04 Oct 2012 Jennings Seminar - Business Tax In-Depth
10 Jul 2012 RTRP Live Prep Course
25 Jun 2012 RTRP Live Prep Course
18 Jun 2012 RTRP Live Prep Course
15 Jun 2012 Annual Meeting and Circular 230 Ethics
11 Jun 2012 RTRP Live Prep Course
16 May 2012 Game Plan for Success
05 Jan 2012 Jennings Seminar - 1040 Tax In Depth
05 Dec 2011 Jennings Seminar - 1040 Tax In Depth
14 Nov 2011 Jennings Seminar - 1040 Tax In Depth - SOLD OUT
20 Oct 2011 Jennings Seminar - Business Tax In-Depth
03 Oct 2011 Jennings Seminar - Business Tax In-Depth

VSTAP has entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualification of instructors and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. Sponsor number: TATHT.

VSTAP is registered with the National Association of State Board of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors. Web site: www.learningmarket.org - NASBA #: 103365.


The VA Society of Tax & Accounting Professionals is an Approved Continuing Education Provider with the CFP Board. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP, CERTIFIED FINANCIAL PLANNER, CPF (with plaque design) and CFP (with flame design) in the US., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Sponsor ID 7523. 

©2019, Virginia Society of Tax & Accounting Professionals, formerly The Accountants Society of Virginia, 
is a 501(c)6 non-profit organization.

PO Box 3363 | Warrenton, VA 20188 | Phone: (800) 927-2731 | Fax: (888) 403-0920 | asv@virginia-accountants.org

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