Best of Tax Planning and Retirement Ideas for Individuals

IRS Number: Pending 

Course Description:
Give the very best tax advice to your individual and small business clients with TaxSpeaker’s newly updated planning guide! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance. Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2022 and 2023 Congressional and IRS changes, too! Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented.

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

Cost:  $300/Members,  $400/Non-members

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

June 16 from 9:00 AM - 5:00 PM

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

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: IRS & 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.

This seminar has been approved by:

Business Tax In Depth Webinar  

IRS Number: Pending

Course Description:
Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

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.

Presenter: TaxSpeaker

Cost:  $410/Members,  $510/Non-members

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

August 28 from 9:00 AM - 5:00 PM
August 29 from 9:00 AM - 5:00 PM

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

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, 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 Internet Based
Approved by: NASBA & IRS   

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.

This seminar has been approved by:

Best of Tax Planning and Retirement Ideas for Individuals

IRS Number: Pending

Course Description:
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.

Course Objectives:
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. The 2022 version includes a 66 page completed return including new Schedules K-2 and K-3! We include both instruction and practice to deliver a thorough understanding 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.

Presenter: TaxSpeaker

Cost:  $300/Members,  $400/Non-members

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

September 18 from 9:00 AM - 5:00 PM

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

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: 2-4 years tax preparation
Advanced Preparation: None
Instructional Method: Group Internet Based
Approved by: IRS & 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 refund and cancellation policies.

This seminar has been approved by:

1040 Boot Camp

IRS Number: **NOT APPROVED FOR IRS**

Course 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 course has proven to be extraordinarily popular since we started it in 2019. Each speaker is a firm owner with at least 20 years experience. 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 2022 commented that they were afraid of the case study but found it exhilaratingly useful, and that the training was immediately 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

Cost:  $500/Members,  $600/Non-members

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

September 18 from 9:00 AM - 5:00 PM
September 19 from 9:00 AM - 5:00 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: o
Field of Study: Taxes
Program Level: Basic
Designed for:  
Prerequisites: None
Advanced Preparation: None
Instructional Method: Group Internet Based
Approved by: 

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 refund and cancellation policies.

Business Tax In Depth Seminar Information  

Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

Seminar prices go up after August 31, 2023. If you are not a VSTAP member, but want to get the member rate, you can join online.

October 19
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:30 pm	Seminar
4:45-6:00 pm	Networking Social
October 20
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:00 pm	Seminar

Seminar Location & Hotel Reservations

DoubleTree by Hilton Hotel Williamsburg 

50 Kingsmill Road, Williamsburg, VA 23185

Map & Directions

A courtesy block of rooms has been set aside if you wish to stay at the hotel at $130/night (subject to applicable state and local taxes). Room block reservations need to be made no later than September 15, 2023, by calling the hotel directly at 800-222-8733. You must identify yourself as being with the group VSTAP Business Tax In Depth at the time the reservation is made in order to receive the special group rate.

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 & CFP Board 

Course Objective:

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 Fees

Early-Bird Rate (for registrations received by Aug 31)

$499 member / $599 non-member

Regular Rate (Sept 1 - Oct 12)

$549 member / $649 non-member

Late & On-Site* Rate (Oct 13 - event date)

$649 member / $749 non-member

*Hard-copy books are not guaranteed for those who register within 48 hours of the event start.

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:

Business Tax In Depth Seminar Information  

Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

Seminar prices go up after September 4, 2023. If you are not a VSTAP member, but want to get the member rate, you can join online.

October 23
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:30 pm	Seminar
4:45-6:00 pm	Networking Social
October 24
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:00 pm	Seminar

Seminar Location & Hotel Reservations

Tentative Location: Holiday Inn Springfield.  More details coming soon!

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 & CFP Board 

Course Objective:
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 Fees

Early-Bird Rate (for registrations received by Sept 4)

$499 member / $599 non-member

Regular Rate (Sept 5 - Nov 9)

$549 member / $649 non-member

Late & On-Site* Rate (Oct 17 - event date)

$649 member / $749 non-member

*Hard-copy books are not guaranteed for those who register within 48 hours of the event start.

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:

LLCs & Partnerships in Depth

IRS Number: Pending 

Course Description:
We include both instruction and practice to deliver a thorough comprehension of how to prepare tax form 1065. 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 LLCs, such as owner compensation and fringe benefits, pension plans, guaranteed payments, self-employment tax and income allocations. To conclude the course, your instructor will review with you any unusual LLC tax issues such as the CPAR audit rules (and elections out), 754 step-up basis elections, reporting issues and basis.

Course Objectives:
Upon completion of this course, you will be able to-Prepare individual tax returns for partnerships and LLCs; Provide clients with the characteristics, advantages, and disadvantages of LLCs; Advise clients on forming a partnership or an LLC; Advise clients about methods of accounting and partnership/LLC tax returns; Properly treat partner and partnership items with regard to basis and calculate a partner’s basis; Advise clients on the proper treatment of members leaving an LLC and selling their interest.

Presenter: TaxSpeaker

Cost:  $300/Members,  $400/Non-members

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

October 31 from 9:00 AM - 5:00 PM

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

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: Basic
Designed for:  Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
Prerequisites: None
Advanced Preparation: None
Instructional Method: Group Internet Based
Approved by: IRS & 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 refund and cancellation policies.

This seminar has been approved by:

Business Tax In Depth, Webinar  

IRS Number: Pending

Course Description:
Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

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.

Presenter: TaxSpeaker

Cost:  $410/Members,  $510/Non-members

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

November 6 from 9:00 AM - 5:00 PM
November 7 from 9:00 AM - 5:00 PM

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

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, 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 Internet Based
Approved by: NASBA & IRS   

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 refund and cancellation policies.

This seminar has been approved by:

1040 Tax In Depth Seminar Information  

IRS Number: Pending

Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

Seminar prices go up after September 28, 2023. If you are not a VSTAP member, but want to get the member rate, you can join online.

November 16
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:30 pm	Seminar
4:45-6:00 pm	Networking Social
November 17
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:00 pm	Seminar

Seminar Location & Hotel Reservations

Tentative Location: Holiday Inn Springfield.  More details coming soon!

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 & CFP Board 

Course Objective:
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

Registration Fees

Early-Bird Rate (for registrations received by Sept 28)

$499 member / $599 non-member

Regular Rate (Sept 29 - Nov 9)

$549 member / $649 non-member

Late & On-Site* Rate (Nov 9 - event date)

$649 member / $749 non-member

*Hard-copy books are not guaranteed for those who register within 48 hours of the event start.

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 Seminar Information  

IRS Number: Pending

Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

Seminar prices go up after October 15, 2023. If you are not a VSTAP member, but want to get the member rate, you can join online.

December 4
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:30 pm	Seminar
4:45-6:00 pm	Networking Social
December 5
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:00 pm	Seminar

Seminar Location & Hotel Reservations

DoubleTree by Hilton Hotel Williamsburg 

50 Kingsmill Road, Williamsburg, VA 23185

Map & Directions

A courtesy block of rooms has been set aside if you wish to stay at the hotel at $135/night (subject to applicable state and local taxes). Room block reservations need to be made no later than November 3, 2023, by calling the hotel directly at 800-222-8733. You must identify yourself as being with the group VSTAP 1040 Tax In Depth at the time the reservation is made in order to receive the special group rate.

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 & CFP Board 

Course Objective:
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

Registration Fees

Early-Bird Rate (for registrations received by Oct 15)

$499 member / $599 non-member

Regular Rate (Oct 16 - Nov 27)

$549 member / $649 non-member

Late & On-Site* Rate (Nov 28 - event date)

$649 member / $749 non-member

*Hard-copy books are not guaranteed for those who register within 48 hours of the event start.

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, Webinar  

IRS Number: Pending

Course Description:
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2023 course will include detailed coverage, with planning ideas, of the latest changes from the 2022 Secure Act, 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 course attendees, 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. **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

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.

Presenter: TaxSpeaker

Cost:  $410/Members,  $510/Non-members

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

December 28 from 9:00 AM - 5:00 PM
December 29 from 9:00 AM - 5:00 PM

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

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, 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 Internet Based
Approved by: NASBA & IRS   

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.

This seminar has been approved by:

1040 Tax In Depth Seminar Information  

IRS Number: Pending

Congress and the IRS never cease modifications to what we know of the formation and operation of C corporations, LLC’s, and S corporations. TaxSpeaker® is here to minimize friction in your practice to implement these changes and keep moving forward without a hitch! During the Business Tax in Depth course, attendees receive in-depth coverage of corporate tax issues in 2023, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2023 Tax Changes up through the date of presentation! Each type of entity is given special attention with its own chapter. The LLC chapter provides guidance on the latest partnership changes, compliance and reporting issues. The C corporation chapter offers instruction on operating issues and penalty taxes, and the S corporation chapter examines formation, elections, terminations and basis, plus reasonable compensation and fringe benefits, built in gains and shareholder changes. Each of the sections is fully and continually updated to reflect legislative and IRS changes, complete with dozens of examples.

Seminar prices go up after November 16, 2023. If you are not a VSTAP member, but want to get the member rate, you can join online.

January 4
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:30 pm	Seminar
4:45-6:00 pm	Networking Social
January 5
7:00-8:00 am	Registration & Continental Breakfast
8:00 am-noon	Seminar
noon-12:45 pm	Lunch
12:45-4:00 pm	Seminar

Seminar Location & Hotel Reservations

Portsmouth, VA. More details coming soon!

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 & CFP Board 

Course Objective:
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

Registration Fees

Early-Bird Rate (for registrations received by Nov 16)

$499 member / $599 non-member

Regular Rate (Nov 17 - Dec 27)

$549 member / $649 non-member

Late & On-Site* Rate (Dec 28 - event date)

$649 member / $749 non-member

*Hard-copy books are not guaranteed for those who register within 48 hours of the event start.

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 Boot Camp

IRS Number: **NOT APPROVED FOR IRS**

Course 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 course has proven to be extraordinarily popular since we started it in 2019. Each speaker is a firm owner with at least 20 years experience. 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 2022 commented that they were afraid of the case study but found it exhilaratingly useful, and that the training was immediately 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

Cost:  $500/Members,  $600/Non-members

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

January 4 from 10:00 AM - 6:00 PM
January 5 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: 0
Field of Study: Taxes
Program Level: Basic
Designed for:  
Prerequisites: None
Advanced Preparation: None
Instructional Method: Group Internet Based
Approved by: 

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.

1040 Tax In Depth, Webinar  

IRS Number: Pending

Course Description:
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2023 course will include detailed coverage, with planning ideas, of the latest changes from the 2022 Secure Act, 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 course attendees, 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. **Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

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.

Presenter: TaxSpeaker

Cost:  $410/Members,  $510/Non-members

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

January 8 from 12:00 PM - 8:00 PM
January 9 from 12:00 PM - 8:00 PM

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

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, 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 Internet Based
Approved by: NASBA & IRS   

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.

This seminar has been approved by:

From Trial Balance to Tax Return – A Boot Camp for Business Returns, Virtual

IRS Number: Pending

Course Description:
Lecture presentation plus accompany power point slides. This course is designed to instruct the student how to take a completed trial balance, determine missing items and additional basic needs to prepare Form 1120, 1120S or 1065. It will address adjusting entries, book-to-tax adjustments and taxable versus non-taxable items. It will then explain how to enter the information on the tax forms, while illustrating completed forms and individual specific requirements of each filing format. It will also explain flow-through item concepts, basis and capital accounts. At the conclusion the student will be able to complete a basic business tax return for a corporation or flow through entity.

Course Objectives:
This course is designed to walk the student from raw client records, through determining missing and incorrect information and completing basic C corporation, S Corporation and partnership tax returns. We will illustrate book-to-tax adjustments in the equity section of the tax returns, distributions, basis, and capital accounts, as well as AAA, OAA and similar equity accounts.

Presenter: TaxSpeaker

Cost:  $500/Members,  $600/Non-members

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

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: 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, Update
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. 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 policies.

This seminar has been approved by: