• Home
  • Education and Events

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. Thank you for considering VSTAP for your professional education needs; we look forward to seeing you soon at an upcoming event.

    • 29 May 2024
    • 11:00 AM - 7:00 PM
    Register


    1041'S FOR TRUST & ESTATES

    IRS Number: TATHT-T-00101-24-O


    When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday. During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.


    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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

    May 29, 11:00 AM - 7:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    • 30 May 2024
    • 11:00 AM - 7:00 PM
    Register


    PREPARATIONS, COMPILATIONS & REVIEW


    Introducing the most useful accounting course you’ll ever attend: Preparations, Compilations, and Reviews! This ultra-practical course is full of up-to-date SSARS 26 material in addition to SSARS 21. Written and taught by experienced practitioners, we’re giving you applicable, relevant guidance at every step, including dozens of example report, engagement, and client letters, as well as unofficial checklists. Together, we will walk through a rapid review of the latest SSARS and alerts, plus discussion of the requirements for prepared financial statements and disclaimers. Each session also includes a deep-dive into requirements for preparations or compilations with example letters and reports. All of this is framed in real-life implementation tips and examples. Upon completion of this course, attendees will be able to identify the different Sections of SSARS, requirements of the ARSC, and characteristics of the new standards for AR-C Sections, including defined terms.


    Registration Deadline: May 29, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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

    May 30, 11:00 - 7:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.


     

    • 31 May 2024
    • 9:00 AM - 5:00 PM
    Register



    ACCOUNTING & AUDITING UPDATE


    With each annual guidance update issued by the Financial Accounting Standards Board and AICPA comes a need for regular practitioner training. At the most basic level, our Accounting and Auditing course offers a comprehensive explanation of auditing and accounting for non-public clients. Taught by TaxSpeaker’s® resident Certified Fraud Examiner, Bill Leonard, CPA, attendees enjoy the benefit of written and verbal instruction, including practical guidance and hands-on practice. At the conclusion of this course, practitioners will understand the current year’s changes from each regulatory organization and be able to apply them when preparing financial statements. Designed for accountants in public practices and industries, we’ve taken care to build material around the most recent auditing and accounting pronouncements. It’s no wonder practitioners come back to this critical course year after year to prepare for a smooth year’s practice!


    Registration Deadline: May 30, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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

    May 31, 9:00 - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



     

    • 31 May 2024
    • 12:00 PM - 2:00 PM
    Register


    EDUCATION DEDUCTIONS & CREDITS

    IRS Number: TATHT-T-00105-24-O

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

    Registration Deadline: May 30, 2024

    Presenter: TaxSpeaker

    Cost:  $145/Members,  $175/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

    May 31, 12:00 - 2:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    • 03 Jun 2024
    • 9:00 AM - 5:00 PM
    Register


    BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS

    IRS Number: TATHT-T-00107-24-O

    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 2023 and 2024 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.

    Registration Deadline: June 2, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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 03, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    • 07 Jun 2024
    • 11:00 AM - 7:00 PM
    Register

    SECURITY/TECHNOLOGY

    IRS Number: TATHT-T-00108-24-O

    Brought back in 2024 for the first time in 5 years, the first half of this course is devoted to security. Beginning with an eye-opening presentation of the security risks present in computer operating systems, browsers and search engines, we illustrate the risks and then present solutions. We then discuss the risks and use of artificial intelligence in a tax office and then enter the security world of the IRS, discussing WISP’s, and providing a WISP plan template as well as remote work policies, computer & internet use policies and other useful policies. The final portion of security then address physical risks of theft, disaster and day to day operations. The remainder of the day is spent on the latest technology tools and applications that profitable firms need to use to address labor shortages, profit margins and quality. In this section we discuss (quickly) desktop/laptop/tablet/server needs as well as scanners, leading to a deeper discussion and (where time permits) demonstration of OCR form recognition, OCR direct software transfer, customer relationship manager software, electronic filing software, cloud hosted computing in SaaS, and remote work situations. Throughout the class the speakers will address practical questions and answers from the point of view of non-national firms.

    **Please note this 8 hour course is approved by NASBA, but only the 4 Tax hours for Security will be approved for IRS credit. Technology is not an IRS approved field of study.**

    Registration Deadline: June 6, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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 07, 11:00 AM - 7:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

    • Credit Hours: 4
    • Field of Study: Taxes
    • Program Level: Intermediate
    • Designed for: Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
    • Prerequisites: None
    • Advanced Preparation: None
    • Instructional Method: Group Internet Based
    • Approved by: NASBA & IRS

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.




    • 17 Jun 2024
    • 10:00 AM - 6:00 PM
    Register

    REAL ESTATE TAXATION-A COMPREHENSIVE GUIDE
    IRS NUMBER: TATHT-T-00114-24-O

    The is the complete reference guide to tax for everything real estate! Answers for storage units, parking lots, apartment buildings, single family homes and contractors. And every chapter specifically tells you answers to QBI, SE tax, proper forms to use, depreciation special items, surtaxes and tax rates. Dozens of planning ideas, hundreds of examples, and in-depth explanation of Delaware Statutory Trusts, 1031 exchanges, REITs, involuntary conversions, completed contract accounting, plus added bonus chapters on investing in real estate with working Excel calculators and checklists. This once in a lifetime book, written in 2024 with 2024 rules is the pinnacle of Bob’s 40 year writing career in 1 massive reference book and course!

    Registration Deadline: June 16, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $350/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 17, 10:00am - 6:00pm (Eastern)

    • All 8-hour webinars 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: 1 year tax preparation experience.
    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.



    • 26 Aug 2024
    • 9:00 AM
    • 27 Aug 2024
    • 5:00 PM
    Register


    BUSINESS TAX IN DEPTH

    IRS Number: TATHT-T-00109-24-O


    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 2024, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2024 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.


    Registration Deadline: August 25, 2024

    Presenter: TaxSpeaker

    Cost:  $420/Members,  $450/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 26-27, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.




    • 28 Aug 2024
    • 9:00 AM - 5:00 PM
    Register

    SOCIAL SECURITY & MEDICARE

    IRS Number: TATHT-U-00095-24-O

    Upon completion of this course you will be able to explain the basic structure of the system to clients and provide them with additional resources they can use to find out more information. You will be able to guide clients through the process of applying for Social Security benefits and inform them about the various health insurance benefits they are eligible for under Medicare. Participants will be able to provide married couples with strategies to receive the maximum benefit as well as planning advice on when clients should begin to withdraw their benefits. You will be able to explain divorce issues to clients, as well as when they are eligible for benefits, how their benefit amount is determined, and when they will qualify for survivors benefits. You will be able to walk clients through various scenarios of how adjusting their earnings will affect their benefits. In addition, you will be able to inform clients of any changes to social security in 2022, including terminology, when and how to sign up, dependent’s benefits and survivor benefits. You will obtain a general knowledge of the reduction, taxability, categories, and qualifications of benefits. The course will give you the ability to calculate benefits, as well as understand the effects of divorce or death on social security benefits.

    Registration Deadline: August, 27, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    • 29 Aug 2024
    • 11:00 AM - 7:00 PM
    Register


    1041'S FOR TRUST & ESTATES

    IRS Number: TATHT-T-00101-24-O


    When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday. During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.


    Registration Deadline: August 28, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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 29, 11:00 AM - 7:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    • 30 Aug 2024
    • 9:00 AM - 5:00 PM
    Register


    COMPLETE RETIREMENT GUIDE

    IRS Number: TATHT-Q-00102-24-O


    The ‘Complete Retirement Guide’ will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022’s Secure Act 2.0


     Registration Deadline: August 29, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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 30, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    The ‘Complete Retirement Guide’ will consist of overviews for each of the following: Business Pension plans, IRAs, Roths & Conversions & Retirement Distributions and has been updated to include the latest retirement changes from 2022’s Secure Act 2.0
    • 19 Sep 2024
    • 11:00 AM - 7:00 PM
    Register


    1041'S FOR TRUST & ESTATES

    IRS Number: TATHT-T-00101-24-O


    When it comes to protecting and optimizing your clients’ trusts and estates, trust TaxSpeaker’s expertise. Our 1041’s for Trusts and Estates course is led by Bill Leonard, CPA, who is not only a practicing tax professional but also is Taxspeaker’s expert on trust and estate tax matters. Beginning with a discussion of when returns are required, he guides participants through the 1041 tax preparation maze with hands-on guidance regarding types of trusts, return preparation, compliance, allocations, and distributions. In addition, we’ve taken care to update this course with 2023 and 2024 changes to estate planning rules, administration, and accounting in 1041’s, plus practical tips to plan throughout the workday. During this course, we will define estates, a short tax year, distributions in kind, discretionary income distributions, and irrevocable and revocable living trusts. The instruction also includes identification of the duties of the fiduciary, characteristics of other types of trusts, purpose of the probate court and income distribution deduction, and options for IRA’s inherited by a spouse. Upon completion, attendees will also have thorough competence to determine qualifiers of a grantor trust, how to compute amortization allowances, what qualifies as IRD, and the advantages of revocable living trusts.


    Registration Deadline: September, 18, 2024

    Presenter: TaxSpeaker

    Cost:  $310/Members,  $340/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 19, 11:00 AM - 7:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.



    • 17 Oct 2024
    • 8:00 AM
    • 18 Oct 2024
    • 4:00 PM
    • Great Wolf Lodge, Williamsburg, VA
    Register

    B

    Business Tax In Depth Seminar Information  

    IRS Program Number

    TATHT-T-00091-23-I - Tax Topics, 11 credits

    TATHT-U-00090-23-I - Update, 5 credits


    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 2024, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2024 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 13, 2024. 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  Lunch
    12:45-4:00 pm  Seminar
     4:00-6:00 pm  Networking Social
       
     October 18  
     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

    A courtesy block of rooms has been set aside if you wish to stay at the hotel at $123.00/night (subject to applicable state and local taxes). Room block reservations need to be made no later than November 8, 2024, by using this link  or by calling the hotel directly at 1-800-222-8733 using the group code CDT907. 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.

    Resort Fee – waived! 

    Great Wolf Lodge, Williamsburg 

    549 East Rochambeau Drive, Williamsburg, VA 23188-2148


    Bring the family so they can play while you learn! Great Wolf Lodge boasts a variety of exciting attractions to keep the entire family entertained. Start a rock collection at Oliver’s Mining Co., defeat the shadowy darkness in MagiQuest, explore new heights on Howler’s Peak Ropes Course and score big at the Northern Lights Arcade. The indoor water park is included with your reservation, and you can use it any time after opening on your arrival day until closing time on your departure day!

    • Standard (Family Suite):  $119.00 per room plus tax (Resort fee waived)
    • Spacious suites can sleep up to 6 people at NO ADDITIONAL CHARGE to bring families to enjoy the waterpark!
    • Food, Beverage, and endless activities on site in one safe location without having to travel
    • Complimentary Parking
    • Complimentary WiFi in meeting space and guest rooms
    • Daily resort fee of $39.99 waived for all rooms in the group block

    Room block reservations need to be made no later than September 15, 2024, by calling the hotel directly at 844 473 9653. 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.

    Map & Directions

    Additional Information

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

    Course Objective:

    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 13)

    $495 member / $695 non-member


    Regular Rate (Sept 14 - Oct 12)

    $545 member / $745 non-member


    Late & On-Site* Rate (Oct 13 - 17)

    $645 member / $845 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:




    • 31 Oct 2024
    • 9:00 AM
    • 01 Nov 2024
    • 5:00 PM
    Register


    1040 TAX IN DEPTH

    TATHT-T-00092-23-I - Tax Topics, 10 credits

    TATHT-U-00093-23-I - Update, 6 credits

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will include detailed coverage, with planning ideas, of the latest changes from the 2024 Tax Acts, court cases, IRS changes and all late-season Congressional changes up to the day before the class with special focus coverage of pension changes, high risk areas and our annual review of common preparation issues and new court cases and IRS guidance. Because all speakers are also practicing professionals you receive practical insight and planning issues throughout the two days. As our flagship course, we take particular pride in its consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that, it is America’s only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual in the United States for six straight years. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is provided in both in print and digital formats to in-person course attendees (webinars receive only E-Book), who also enjoy the value of energetic and knowledgeable teaching from our expert instructors. Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information. If you are choosing an in-person seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference “Fingertip Facts,” and a free 2-hour self-study ethics course. **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. ** Included with your 1040 Tax in Depth purchase is a free 2 hour Ethics Self-Study (OnDemand)--Follow the directions in your manual on how to redeem this free course.


    Registration Deadline: October 30, 2024


    Presenter: TaxSpeaker

    Cost:  $420/Members,  $450/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-November 01, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.


    • 18 Nov 2024
    • 9:00 AM
    • 19 Nov 2024
    • 5:00 PM
    Register


    BUSINESS TAX IN DEPTH

    IRS Number: TATHT-T-00109-24-O


    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 2024, plus a detailed analysis of which entity best fits each taxpayer and corporate formation issues. We include coverage of all 2024 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.


    Registration Deadline: November 18, 2024


    Presenter: TaxSpeaker

    Cost:  $420/Members,  $450/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 18-19, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.




    • 25 Nov 2024
    • 9:00 AM
    • 26 Nov 2024
    • 5:00 PM
    Register

    1040 TAX IN DEPTH

    TATHT-T-00092-23-I - Tax Topics, 10 credits

    TATHT-U-00093-23-I - Update, 6 credits

    Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Our 2024 course will include detailed coverage, with planning ideas, of the latest changes from the 2024 Tax Acts, court cases, IRS changes and all late-season Congressional changes up to the day before the class with special focus coverage of pension changes, high risk areas and our annual review of common preparation issues and new court cases and IRS guidance. Because all speakers are also practicing professionals you receive practical insight and planning issues throughout the two days. As our flagship course, we take particular pride in its consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that, it is America’s only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual in the United States for six straight years. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is provided in both in print and digital formats to in-person course attendees (webinars receive only E-Book), who also enjoy the value of energetic and knowledgeable teaching from our expert instructors. Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information. If you are choosing an in-person seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference “Fingertip Facts,” and a free 2-hour self-study ethics course. **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. ** Included with your 1040 Tax in Depth purchase is a free 2 hour Ethics Self-Study (OnDemand)--Follow the directions in your manual on how to redeem this free course.


    Registration Deadline: November 24, 2024


    Presenter: TaxSpeaker

    Cost:  $420/Members,  $450/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 25-26, 9:00 AM - 5:00 PM EST

    Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

    Additional Information

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

    Disclaimer

    Fees and Schedule - This TaxSpeaker Internet-Live webcast will begin and end promptly at stated time. Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

    Click here for VSTAP cancellation policies.


    • 09 Dec 2024
    • 8:00 AM
    • 10 Dec 2024
    • 4:00 PM
    • DOUBLE TREE
    Register


    1040 Tax In Depth Seminar Information  

    IRS Number:

    TATHT-T-00092-23-I - Tax Topics, 10 credits

    TATHT-U-00093-23-I - Update, 6 credits

    What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Act 2.0, clarification of 2022’s Inflation Reduction Act; the Corporate Transparency Act; clear guidance on disaster losses as a result of the fires, floods and storms of 2023, new IRS crypto-currency guidance, new estate & gift rules and IRS opening attacks on the Employee Retention Credit frauds will require six hours on our part just to cover the new stuff. We have added a whole new Day one afternoon session on tax planning for individuals to go with our “1040 hot topics” normal review. On Day two we provide the newly updated engagement letter, fee schedules and new 1040 preparer and review checklists, interview forms and 1040 check sheets. The 1040 manual is your 1,000 page electronic desktop reference guide that for nearly 10 straight years has been voted by Tax Professionals in the independent review as The Only CPE Manual to be awarded a Top Research Award. **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. ** 

    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 & Breakfast
     8:00 am-noon  Seminar 
     noon-12:45 pm  Lunch
    12:45-4:00 pm  Seminar
     4:00-6:00 pm  Networking Social
       
     December 10  
     7:00-8:00 am  Registration & Breakfast
     8:00 am-noon  Seminar
     noon-12:45 pm  Lunch
     12:45-4:00 pm  Seminar

    Seminar Location & Hotel Reservations

    Double Tree by Hilton Williamsburg

    50 Kingsmill Rd, Williamsburg, VA 23185

     


    Map & Directions

    A courtesy block of rooms has been set aside if you wish to stay at the hotel at $123/night (subject to applicable state and local taxes). Room block reservations need to be made no later than November 8, 2024, by using this link VSTAP 1040 Tax in Depth Hotel Reservation Link or by calling the hotel directly at 1800-222-8733 and using the group code CDT907. 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 

    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 (By Oct. 15)

    $495 member / $695 non-member


    Regular Rate (Oct 16 - Nov 27)

    $545 member / $745 non-member


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

    $645 member / $845 non-member

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

    If payment is not received within six days of the event, the registration will be cancelled. 

    Refunds, Changes 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 or request to change to another course is received 5 or more days before the start of the event. If the cancellation or change request 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 approved by: