Virginia Society of Tax & Accounting Professionals upcoming events

Intro to Social Security (06 May 2026)

Wed, 06 May 2026 16:00:00 GMT

Intro to Social Security

IRS Number: TATHT-T-00156-26-O

This course is aimed at the individual that doesn’t need or want the detailed planning and calculations of a full-blown 8 hour course, but who wants an understanding of the main concepts and benefits of Social Security and Medicare. Taught by TaxSpeaker’s own Social Security experts, we even have our own employees and area residents take this class as one of the most hands-on, everyday life practical courses we teach.

Course Objectives

This course introduces the student to the Social Security system, explains what it takes to qualify, taxability, types of benefits (worker, spouse, dependent, widow) and walks through when and how to sign up for benefits. It is an incredibly valuable “overview” of the system, as well as an introduction to deeper study of Social Security and Medicare.

Registration Deadline: May 5, 2026

Presenter: TaxSpeaker

Cost: TBD

Zoom: Important Information -You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.

Schedule

May 6, 2026 12:00pm - 2:00pm

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.

Health Savings Account (07 May 2026)

Thu, 07 May 2026 16:00:00 GMT

HEALTH SAVINGS ACCOUNTS

IRS Number: TATHT-T-00157-26-O

The Kaiser Family Foundation now reports that over 50% of all working Americans are covered by Health Savings Accounts. This course provides detailed knowledge, with completed forms, of how this plan works, what the traps are, how to comply with deposit and reporting rules, and how to plan for the best tax benefits. Stripped of political burdens, you receive clear yet concise guidance on how to advise and comply with unusual rules affecting over 50% of your client base from America’s HSA experts.

Course Objectives

Our 2025 Health Savings Accounts course will guide you through HSA’s. With complete discussion of the qualification requirements (including Medicare recipients) we explain how to open, when to open, who can deposit, tax deductions and savings account choices. We then explain withdrawal limits and penalties and conclude with completed forms reflecting reporting guidance.

Presenter: TaxSpeaker

Registration Deadline: May 6, 2026

Zoom: Important Information- upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.

Schedule

May 7, 2026: 12:00pm - 2:00pm

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

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Social Security and Medicare (14 May 2026)

Thu, 14 May 2026 13:00:00 GMT

SOCIAL SECURITY & MEDICARE

IRS Number: TATHT-T-00158-26-O

Nearly ten years ago Bob Jennings CPA, CFP® wrote his first Social Security book, the Amazon best-selling “Guide to Social Security”. We began offering this class as a live course with Bob in 2013, and then also with Ron Roberson in 2016. The response from class participants has been incredible, and after presentations at the AICPA High Income Tax Conference, as well as at several national conventions, this course has become one of our most popular non-tax topics.

In the class (and the accompanying 200-page manual) we discuss qualifying for benefits; benefits for divorcees, widows and widowers; dependent children; disabled children; planning to maximize benefits, and special issues such as windfall elimination and government pension offsets. We even show you how the benefit is calculated; how to sign up; and how to add Social Security consulting to your office.

This course also includes a short review of Medicare. Updated to include the latest 2020 amounts, we guarantee the value of this class to you both personally and professionally.

Course Objectives

This course is the answer for any and all Social Security questions. Beginning with an overview of facts, taxability and benefits, the instructor then examines the individual rules to calculate benefits, when to draw, how to qualify and the tax inter-related aspects of these decisions. We then specifically and carefully discuss survivor and divorce benefits, children and other dependents, and disability. We then conclude with an in-depth and up-to-date explanation of Medicare. In prior years this course was sold to the general public as an Amazon best-seller on Social Security.

Registration Deadline: May 13, 2026

Presenter: TaxSpeaker

Cost: TBD

Schedule

May 14, 2026: 9:00am - 5:00pm

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

Click here for VSTAP cancellation policies.

Best of Tax Planning and Retirement (15 May 2026)

Fri, 15 May 2026 13:00:00 GMT

BEST OF TAX PLANNING AND RETIREMENT IDEAS FOR INDIVIDUALS

IRS Number: TATHT-T-00159-26-O

Description: TBD

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.

Registration Deadline: May 14, 2026

Presenter: TaxSpeaker

Cost: TBD

Schedule: May 15, 2026: 9:00pm - 5:00pm

Attendee Requirements

You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.

If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.

You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.

All streaming webinars times listed are Eastern Time Zone. Please adjust to your time zone.

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

AI Essentials for Tax Offices (18 May 2026)

Mon, 18 May 2026 15:00:00 GMT

AI Essentials for Tax Offices

IRS Number:TATHT-T-00160-26-O

Product Description

AI is changing how work gets done, but not all tools are safe for client data. This practical course compares the four major AI platforms—ChatGPT, Claude, Gemini, and Microsoft Copilot—explaining how each handles your data, what gets used for training, and which options are appropriate for tax professionals. We'll show you what AI actually does well (and where it falls short), then teach you effective prompting techniques to get better results in less time. You'll learn safe ways to use AI for drafting client communications, creating office procedures, and improving efficiency—without putting confidential information at risk.

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.

Prerequisites

2-4 years tax preparation experience.

Field of Study

Taxes-1.00

Hours

NASBA Categories

Taxes

Course Level

Intermediate

Course Objectives

TBD

Don't Click That! Tax Office Security (18 May 2026)

Mon, 18 May 2026 17:00:00 GMT

Don't Click That! Tax Office Security

IRS Number: TATHT-T-00161-26-O

Product Description

Cybercriminals know tax offices hold valuable data, and they're targeting your team—not your firewall. Phishing emails, spoofed websites, and social engineering scams have become increasingly sophisticated, with AI-powered attacks making fake messages harder to spot than ever. This course teaches tax professionals how to recognize these threats before it's too late, implement a no-click policy that actually works, and train staff to be the first line of defense rather than the weakest link. We'll walk through real-world examples of attacks targeting tax offices, cover the technical security basics every practice needs

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.

Prerequisites

2-4 years tax preparation experience.

Field of Study

Taxes-2.00

Hours

NASBA Categories

Taxes

Course Level

Intermediate

Course Objectives

tbd

Medicare (20 May 2026)

Wed, 20 May 2026 16:00:00 GMT

Irs# TATHT-T-00162-26-O

Product Description

In this course, you will learn about a variety of topics with regards to Medicare, including Medicare Parts A, B, C & D as well as Medicaid and much more.

Course Objectives

We will discuss qualifying for and when and how to sign up for Medicare, types of coverage and choices, penalties for late signup, IRMAA penalties based on AGI, premium deductions. We will also go over non-covered items and Medicare supplemental policies, costs and deductions.

Presenter: TaxSpeaker

Registration Deadline: May 19, 2025

Schedule

May 20, 12:00 - 2:00 EST

Additional Information

Disclaimer

Click here for VSTAP cancellation policies.

Preparations Compilations and Review (08 Jun 2026)

Mon, 08 Jun 2026 13:00:00 GMT

PREPARATIONS, COMPILATIONS & REVIEW

IRS Number: ACCOUNTING FIELD OF STUDY NOT APPROVED FOR IRS

Product Description

Updated through and including SSARS 24, this course and manual is written and taught by actual practitioners. With dozens of example report letters, engagement letters, client letters and unofficial checklists, this course has been described by attendees as the most
useful accounting course they have ever attended. The instructors begin with a rapid review of the latest SSARS and alerts and then discuss the requirements for prepared financial statements, including disclaimers and engagement letter example. The course then moves into in-depth review of the requirements for compilations, again with engagement letters and example report letters. The instructors also discuss real-life implementation of tax basis reporting under the SPRF requirements. The course concludes with practical real-life review reporting requirements, engagement letters and report letters.

Course Objectives

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: 6/7/2026

Presenter: TaxSpeaker

Schedule

June 8, 2026 9:00 - 5:00 PM EST

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

Disclaimer

Click here for VSTAP cancellation policies.

Complete Retirement Guide (10 Jul 2026)

Fri, 10 Jul 2026 13:00:00 GMT

Complete Retirment Guide

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

Product Description

Lecture presentation plus accompany power point slides. Part 1reviews the rules for pension plan credits, top-heavy and discrimination tests, defined contribution plans, SEP-IRAs and SIMPLE-IRAs as well as ROBS issues. Part 2 reviews all rules for contributions, qualifications, allowable uses, deductions, phaseouts and rollovers for traditional and Roth IRAs. The 2nd half of the course reviews all rules for when distributions are required from IRAs and qualified plans, penalties, exemption from penalties, and inherited account treatment.

Course Objectives

Upon completion of Part 1 you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans,as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS).

Part 2 instructs the student in all types of deductible, non-deductible and Roth IRAs. Included are discussions on qualification for contributions, allowable investments, rollover and conversion rules and limits, transfers, QCD’s, 1 time HSA transfers and planning. It is a complete reference guide to all things IRA! The 2nd half of the course course instructs the student in determining when distributions are required and how to calculate them for IRAs and qualified plans. We also discuss the penalties for failure to take RMD’s (and how to waive them) and the exceptions to the 10% early withdrawal penalty. Additional discussions are provided for QCDs. The remainder of the course discusses inherited accounts, RMD and rollover options and rules for spouses and non-spouse beneficiaries.

Registration Deadline: July 9, 2026

Presenter: TaxSpeaker

Zoom: Important Information - You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.

Schedule

July 10, 2026 9:00-5:00 EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

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

Thu, 23 Jul 2026 19:00:00 GMT

IRS Online Tools, Transcripts, and IRS Notices

IRS Number: TATHT-T-00165-26-O

Product Description

Due to the changes at IRS, moving more toward Artificail Intelligence on online data as opposed to IRS employee interaction, this class is designed to go in depth, and demonstrate, how to navigate the Tax Professional, Individual, and Business portals available on IRS.gov. In addition, resources available on the website will be discussed, and IRS Transcripts will be reviewed so that practitioners can understand the format the IRS uses to display taxpayer account information. Lastly, there will be a discussion of the newer IRS notices for Math Errors and corrections to filed returns.

Course Objectives

At the end of the course, the practitioner will have a working knowledge of the resources available on IRS.gov, how to navigate the system, and correspond online with IRS regarding notices.

Registration Deadline: July 22, 2026

Presenter: TaxSpeaker

Zoom: Important Information - You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.

Schedule

July 23, 2026 3:00 - 5:00 EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Business Tax in Depth (31 Aug 2026)

Mon, 31 Aug 2026 13:00:00 GMT

IRS Number: Pending

Product Description

The Tax Cuts bill changed everything we know about the formation and operation of C corporations, LLC’s and S corporations. With in-depth coverage of LLC, S and C corporate tax issues the 2020 in-depth course will also include detailed analyses of the choice of entity that best fits the taxpayer, and corporate formation issues. The LLC chapter will provide guidance on the new partnership audit regulations; the C corporation chapter will discuss the new tax rate and penalty taxes; and the S corporation chapter will examine the 20% flow through deduction, plus the impact of the new tax law on built in gains and the interaction of wages vs. the flow through deduction. Combining the 3 focus areas of C corporations, S corporations and LLC taxation with these two special topics will make this one of the most relevant courses a participant will take in 2020.

Every chapter has been updated for the business effects of the end-of-2019 Secure Act, both March 2020 tax bills, and Both PPP and PPPFA Bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 5 different bills into a massive year of tax changes.

In response to your requests, our S Corporation chapter has been expanded with a new completed 2019 Form 1120S case study, discussion of Passive income and Built in Gains and analyses of this year’s court cases. The C Corporation chapter has also been updated reflecting all of the new NOL changes. The Business interest chapter now includes the brand new law changes and the LLC chapter-wow, the biggest year of changes for LLC’s since 1986.

All attendees receive the hyperlinked PDF E-Book.

Course Objectives

Upon completion of this course, practitioners will be able to explain the latest business tax law changes to clients and inform them of the various characteristics and implications of the S or C corporation form of business entity and summarize the various tax reporting and compliance requirements. The student will also gain competence to determine the appropriate treatment for various business expenses under different accounting methods. Students are also trained to discern if a corporation qualifies to file the election for S status.

Registration Deadline: Aug 30, 2026

Presenter: TaxSpeaker

Zoom: Important Information - You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.

Schedule

Aug 31-Sept 1/ 9:00 AM - 5:00 PM EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies

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

Thu, 22 Oct 2026 04:00:00 GMT

IRS Number: Pending

SAVE THE DATE more information coming soon!

Product Description

All attendees receive the hyperlinked PDF E-Book.

Scheduled Speakers:
(Tax Speaker could change the assigned speakers at any time due to illness or availability. VSTAP can NOT guarantee these speakers)

Seminar Location & Hotel Reservations

Embassy Suites by Hilton Richmond

2925 Emerywood Parkway, Richmond, Virginia, 23294, USA

For any guest that would like to reserve their reservation over the phone, please call 804-672-8585 and refer to the group dates and name or dates and group code "91S".

To reserve online click here

Reservation Code 91S".

Map & Directions

Additional Information

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

Course Objective:

Group Discount- A 5% discount for groups of 3 or more may be applied for the registering business. Call our office or email asv@virginia-accountants.org for more information.

By registering for this Virginia Society of Tax & Accounting Professionals event or program you consent to being photographed, filmed and/or otherwise recorded at the event or program. By doing so, you grant to the Association rights to the release, publication or reproduction of any recorded media taken at the event or program of your appearance, voice or name for use by the Association and its management team.

Event Policies

Click the link above for a full list of our event policies

Refunds and Cancellations

If a decision is needed to be made to make these virtual events, or virtual events with a simulcast option, that decision will be made approximately 60 days prior to the event. If a decision to make the seminars virtual is made, registered attendees will be given the option for applying their payment to the virtual option or requesting a refund without fees.

Attendance Cancellation Policy

Attendee cancellations and requests for refunds MUST be done in writing by e-mail or mail. Postmarks for mail must be before the cancellation date. Phone calls and phone messages will not qualify as notice of cancellation.

Refund Policy

All cancellations must be received in writing in order to be eligible for a refund. An administrative charge of $50 will be applied to all refunds if the cancellation is received 5 or more days before the start of the event. If the cancellation is less than 5 days but not within 24 hours of the start of the event, the cancellation fee is $175. No refund if the cancellation is received within 24 hours of the start of the event. Cancellations not received in writing by the date required will not be eligible for a refund.

This seminar has been approved by:

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

Mon, 07 Dec 2026 05:00:00 GMT

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

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

Tue, 15 Dec 2026 20:00:00 GMT

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

IRS Number: Pending

Product Description

TBD

Course Objectives

TBD

Registration Deadline: Dec 14, 2026

Presenter: TaxSpeaker

Schedule

Dec 15, 2026 3:00 - 5:00 EST

Additional Information

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

Disclaimer

Click here for VSTAP cancellation policies.

Click here for VSTAP Event policies