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Tuesday, August 2, 2022
Our speaker for this event it Anita Robinson!  Anita is the President for Synergy Tax & Accounting LLC. She has been enrolled agent since '96, in the accounting and tax business for 20+ years, and a QuickBook Pro Advisor since 2007.  Register Today by clicking this link! ABSTRACT: This foundational webinar is designed to assist new ProConnect Tax Online users in understanding how to set up the account and begin preparing a simple 1040 return.  This webinar will help new users successfully set up the administrative information in the settings and navigate the program. You will learn where to enter W-2, Interest, Dividend, and Capital Gain Income and use the K-1 Import feature. In addition to this, you will also be guided through entering Estimated Payments, shown where to locate the EIC and Due Diligence worksheets, go over recurrent tax credits and learn the steps to completing an amended return. We will also cover how to navigate and use Intuit Link. This course provides an excellent introduction to the tax preparation workflow needed to complete an Individual tax return. This course is the first step in learning the ProConnect Tax Online program.          LEARNING OBJECTIVES: By completing this webinar, you will be able to: ●        Set up and edit firm and preparer information ●        Manage & Invite Users to have access to the program ●        Go over different types of access for other users ●        Manage Your Account for each user ●        Find where the Customer Account Information is located ●        Edit and Customize the Tax Return Statuses  ●        How to set up Bank Products with Refund Advantage ●        Batch Transfer all clients from prior to current year ●        Find Important IRS/Intuit Announcements ●        Start a return and learn where the general client information is entered ●        Enter estimated payments in ProConnect Tax Online ●        Learn where to enter W-2 Income ●        Learn where to enter Schedule B Income ●        Learn where to enter Schedule D Income ●        Learn where to enter Schedule A Deductions ●        Navigate and use Intuit Link ●        Import your K-1’s into an individual return ●        Generate Credits/Deductions ●        Learn how to Amend a return created in ProConnect Tax Online ●        Learn how to Amend a return not created in ProConnect Tax Online   WHO SHOULD ATTEND? Tax Professionals who are new to ProConnect Tax Online or existing users who would like a refresher on the fundamentals of the program.  
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Thursday, August 11, 2022
Our speaker for this event is Susan Tinel! Susan is the CEO of April 15 Taxes Inc. which has cloud-based full service offerings in tax, accounting and entity filings.  Register today by clicking on this link!  Description: In this webinar, you will develop and hone the fundamental input related to preparing Form 1120 returns in ProConnect Tax Online. The presentation is designed for intermediate users of ProConnect Tax Online who already have an understanding of the organization and layout of the program but would like to gain insights into the specific inputs surrounding a corporation’s tax return.  This session will provide attendees with an understanding and confidence in preparing corporate returns. The topics explored will examine basic corporate income, deductions, and credits as well as how to enter and allocate information pertaining to officers and owners. A discussion surrounding the balance sheet, M-1, M-2, and M-3 will help build confidence in troubleshooting and resolving balance sheet questions within the program.  LEARNING OBJECTIVES By completing this webinar, you will be able to: Open and begin a corporation return Enter officer demographic information Complete corporation ownership information Input general income items Input cost of goods sold Input dispositions, K-1s, and passive activity income Enter general deductions Input assets for depreciation Enter officer compensation Enter general business credits Troubleshoot and resolve problems surrounding the balance sheet Generate a net operating loss for a corporation   WHO SHOULD ATTEND? Tax Professionals who understand the basic use of ProConnect Tax Online who need a refresher on corporation input within the program or that have never entered a corporation return in ProConnect Tax Online. Course Level: Intermediate  Course Length:  60 Minutes Prerequisites:  Preparing a Simple 1040 in ProConnect Tax Online or equivalent knowledge  Delivery Method: Group-Internet Based Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Update Online: NESGF-T-00095-19-O  
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Tuesday, August 16, 2022
Our speaker for this event is Susan Tinel!  Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes.   Register today by clicking on this link! Description: This webinar will go over the different entries where users would enter pass-through income, deductions, and credits coming from a 1065, 1120-S or 1041.   This session will provide attendees with an understanding and confidence in preparing Partnership, S Corporation, and 1041 returns. The topics explored will examine basic income, deductions, and credits as well as how to enter and allocate information pertaining to partners and shareholders. Discussion around mandatory input, input required to generate relevant supporting forms or schedules as well as the electronic filing process will be central to this session. LEARNING OBJECTIVES:   By completing this webinar, you will be able to: Input Partnership and Partner information Locate input for Partnership Income, Deductions, and Credits Recognize Direct and Automatic Input on the 1065 Balance Sheet, M-1, M-2 and    M-3 Understand Partner Percentage and Change in Ownership Utilize Special Allocation Enter S Corporation and Officer Information Find Input for S Corporation Income, Deductions, and Credits Recognize Direct and Automatic Input on the 1120-S Balance Sheet, M-1, M-2  and M-3 Complete S Corporate Shareholder Information Enter Basic Input and Beneficiary Distributions for a Fiduciary (Form 1041) Produce Grantor Trusts and Split-Interest Trusts (1041) WHO SHOULD ATTEND? Tax Professionals who would like to learn how ProConnect Tax handles the pass-through income from the Partnership, S Corporate and Fiduciary tax modules.  Course Level: Intermediate  Course Length:  120 Minutes Prerequisites:  Preparing a Simple 1040 in ProConnect Tax  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00094-19-O In Person: NESGF-T-00094-19-I    
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Thursday, August 18, 2022
Our speaker for this event is Susan Tinel!  Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, Calif. – and armed with her Blackberry – she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. Susan is a QuickBooks ProAdvisor® and certified in QuickBooks® Online Advanced; she also uses Intuit® ProConnect™ Tax Online, Intuit Link, QuickBooks Online Accountant and Intuit Online Payroll. Follow Susan on Twitter @April15Taxes. To register for this event, fill out this link here.  Description: This webinar will equip users with the knowledge of how to review and file Individual tax returns produced in ProConnect Tax to the related taxing agency.  You will learn how to utilize workflow processes and tools available in the program to quickly review forms, check for errors in diagnostics, print tax returns, and e-file.  In addition, you will also learn how to track the status of e-file returns and correct rejections. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Review tax returns to ensure input has been made it appropriate areas Check for any Diagnostics generated and understand the different types of diagnostics Print copies of the entire tax return or specific forms and schedules Attach a PDF file to a return  Use the e-Signature feature to request a digital signature for Form 8879 E-file a return  Track the status of e-filed returns Know how to troubleshoot e-file rejections WHO SHOULD ATTEND? Tax professionals utilizing ProConnect Tax, who file returns for clients, and/or who prepare tax returns to be filed.   Course Level: Basic Course Length:  60 Minutes Prerequisites:  Preparing a Simple 1040 in ProConnect Tax, or equivalent Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00090-19-O In Person: NESGF-T-00090-19-I  
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Wednesday, September 21, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: From Serious Self-employed business owners to gig workers. more clients than ever before are coming to our practice with self-employed income that requires a Schedule C. While changing laws keeps all tax professionals from being too complacent, it is easy to go through the same motions year after year and not do the best for your client. Come join me for a chance to look at the nuts and bolts in this fast-paced webinar through the Schedule C. Attendees will refresh their knowledge of the Schedule C LEARNING OBJECTIVES By completing this webinar, you will be able to advise your clients on topics such as: Discuss who should file a Schedule C. Identify income to be reported and cost of goods sold. Identify ordinary and necessary expenses. Discuss depreciation at a high level. Identify vehicle expenses and documentation Discuss the qualifications for Business Use of Home Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2 IRS Course Topic: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00150-22-O In Person: NESGF-T-00150-22-I  
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Wednesday, September 28, 2022
Register for this webinar by following this link here.    Our speaker for this event is Robin Gervais!  Robin is a Tax Content Analyst at Intuit Enrolled Agent since 2010 Solo Tax Practice owner since 2014 Small business owner since 1997 Memberships: • NAEA Tax Instructor: • Idaho Association of Tax Professionals     ABSTRACT: The Circular 230 is the guide for ethical standards when practicing before the IRS. What exactly is practicing before the IRS? This course dives into the circular itself and provides an overview to its contents and answers that question and discusses many more. This course discusses how these ethical guidelines relate to your everyday practice.  Attendees will be refreshed and ready for the upcoming tax season.                 Learning objectives:              By completing this webinar, you will be able to:  Define who is covered under Circular 230. Understand what it means to practice before the IRS. Discover who is a tax preparer. Identify “due diligence” and “unreasonable position” Discover the four types of sanctions that may be imposed when practitioners violate regulations and how to avoid them. Identify Due Diligence requirements. Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2   IRS Course Number: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-E-00108-19-O In Person: NESGF-E-00108-19-I  
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Wednesday, November 30, 2022
Ready for the event? Log in now!  First, Register for the event!  The Future of Audits - November 30, 2022 START DATE:11/30/2022 START TIME:11:30 AM CST DURATION:60 MINUTES ABSTRACT: This session will enable attendees to learn about current audit trends, planned changes to IRS enforcement efforts, and potential impacts that these two factors could bring about for tax professionals and their clients. The course will provide detailed stats on current audit, notice, and inquiry data and follow these trends across time to forecast what could change in the future with a larger enforcement budget. After attending the session, tax professionals will be better prepared to plan for future IRS correspondence to effectively support their clients.  Experts from Protection Plus will be available to answer questions throughout the session. LEARNING OBJECTIVES By completing this session, you will be able to: Identify current IRS notice and audit practices Understand the IRS correspondence trends that are changing Plan for changes that the IRS has announced and/or considered Communicate to clients about how to prepare for continued IRS enforcement efforts WHO SHOULD ATTEND? Tax professionals that prepare individual tax returns for their clients.  Course Level: Basic Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet  Field of Study: Auditing - Technical Recommended CPE: 1 Recommended CE: 1 IRS Course ID: Federal Tax Law Update Online: NESGF-U-00143-21-O In Person: NESGF-U-00143-21-I
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Tuesday, December 6, 2022
If you're already registered for the Nuts and Bolts of the 1040 Schedule C - December 6, 2022 webcast, click here to log in now! First, Register for the webinar! Nuts and Bolts of the 1040 Schedule C - December 6, 2022 START DATE:12/6/2022 START TIME:11:30 AM CST DURATION:120 MINUTES ABSTRACT: From Serious Self-employed business owners to gig workers. more clients than ever before are coming to our practice with self-employed income that requires a Schedule C. While changing laws keeps all tax professionals from being too complacent, it is easy to go through the same motions year after year and not do the best for your client. Come join me for a chance to look at the nuts and bolts in this fast-paced webinar through the Schedule C. Attendees will refresh their knowledge of the Schedule C. Learning objectives:  By completing this webinar, you will be able to advise your clients on topics such as: Discuss who should file a Schedule C. Identify income to be reported and cost of goods sold. Identify ordinary and necessary expenses. Discuss depreciation at a high level. Identify vehicle expenses and documentation Discuss the qualifications for Business Use of Home Who should attend? Anyone who prepares tax returns and advises clients Course Level: Basic  Course Length: 120 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet Field of Study: Taxes - Technical Recommended CPE: 2 Recommended CE: 2  IRS Course Topic: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00150-22-O In Person: NESGF-T-00150-22-I    
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Wednesday, December 7, 2022
Register Today! Reasonable Compensation for S Corps - December 7, 2022 START DATE:12/7/2022 START TIME:11:00 AM CST DURATION:120 MINUTES ABSTRACT: Between 2010 and 2020 a parade of Court Cases, IRS Factsheets, Job Aids and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue of ‘Reasonable Compensation for S Corp’s” out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and Financial advisors to cover with their clients. We will explore key court cases, IRS guidelines, preparer penalties and some of the obscure tools the IRS has put in place. We debunk common myths and fiction on how reasonable compensation should be calculated and replace it with facts and methodologies that the IRS relies on. LEARNING OBJECTIVES: By completing this session, you will be able to: Recognize the basic advantages of Distributions V. Salary/Wages Assess the consequences of an IRS re-characterization of distributions Identify key Reasonable Compensation court cases Discuss the IRS guidelines for determining Reasonable Compensation Determine when Reasonable Compensation applies to your client Explain advanced scenarios Identify IRS Red Flags Select the appropriate approach for determining Reasonable Compensation WHO SHOULD ATTEND? CPA & EA practitioners who advise S Corps on the issue of Reasonable Compensation who are interested in learning about current IRS guidelines, and solutions for advising their clients on the issue of Reasonable Compensation. Course Level: Basic Course Length: 120 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Taxes Recommended CPE: 2 Recommended CE: 2 IRS Course Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00162-22-O In-Person: NESGF-T-00162-22-I
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Friday, January 20, 2023
Register Today! The Future of Audits - January 20, 2023 START DATE:1/20/2023 START TIME:11:00 AM CST DURATION:60 MINUTES ABSTRACT: This session will enable attendees to learn about current audit trends, planned changes to IRS enforcement efforts, and potential impacts that these two factors could bring about for tax professionals and their clients. The course will provide detailed stats on current audit, notice, and inquiry data and follow these trends across time to forecast what could change in the future with a larger enforcement budget. After attending the session, tax professionals will be better prepared to plan for future IRS correspondence to effectively support their clients.  Experts from Protection Plus will be available to answer questions throughout the session. LEARNING OBJECTIVES By completing this session, you will be able to: Identify current IRS notice and audit practices Understand the IRS correspondence trends that are changing Plan for changes that the IRS has announced and/or considered Communicate to clients about how to prepare for continued IRS enforcement efforts WHO SHOULD ATTEND? Tax professionals that prepare individual tax returns for their clients.  Course Level: Basic Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet  Field of Study: Auditing - Technical Recommended CPE: 1 Recommended CE: 1 IRS Course ID: Federal Tax Law Update Online: NESGF-U-00143-21-O In Person: NESGF-U-00143-21-I SPEAKER:   Brady Lievens Tax Protection Plus
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Wednesday, January 25, 2023
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Tuesday, January 31, 2023
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Register Today!  How to Get Maximum Tax Relief for Large IRS Balances - January 31, 2023 START DATE:1/31/2023 START TIME:2:00 PM CST DURATION:60 MINUTES ABSTRACT: Effective bookkeeping allows an accurate tax return to be prepared. But when that tax return yields a balance due, what are the next steps for your tax paying client? Pay in full? Installment agreement? Are these the only two options? And how does a tax payer prevent large balances in the future? By being told to increase their withholdings? In this presentation, you gain insight into how tax resolution fits in to the tax services environment and how you as a tax professional can provide real and satisfying advice to your clients who are looking for less anxious solutions for their large tax balances. You will also gain insight in to the fears your clients may be facing and how you as the tax professional can help them alleviate those fears, helping them to gain even more confidence in you and lead to referral business from their peers.   LEARNING OBJECTIVES: By completing this session, you will be able to: Define tax resolution Understand the difference and timing between tax planning, tax preparation, and tax resolution See the value of adding tax resolution to your existing practice Identify with the feelings your clients are experiencing when faced with having to deal with the IRS Know the difference between Form 8821 and Form 2848 and when to use each Become educated on the various resolution tools your clients may benefit from Increase your value by educating consumers of financial information  WHO SHOULD ATTEND? CPAs, Enrolled Agents, and tax preparers interested in understanding how tax resolution can help their existing tax practice, those interested in expanding their tax practice beyond tax preparation, or those interested in knowing who to refer tax resolution business out to. Course Level: Beginner Course Length:  60 Minutes Prerequisites:  NONE  Delivery Method: Group-Live Internet  Field of Study: Business Law –Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00163-23-O In-Person: NESGF-T-00163-23-I     SPEAKER: H. Randy Hughes III, CPA Owner Counting Pennies LLC
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