1040 Tax In Depth, Webinar  

IRS Number:

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

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

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:  $499/Members,  $599/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 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:

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

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

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:  $499/Members,  $599/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 Noon - 8:00 PM (EST)
January 9 from 12:00 Noon - 8:00 PM (EST)

• 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, Webinar  

IRS Number:

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

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

Course Description:
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 checksheets. 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. **

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:  $499/Members,  $599/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 8:00 AM - 4:00 PM
January 12 from 8:00 PM - 4:00 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: TATHT-T-00088-23-O

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: