$40 for VASEA & NAEA Members with discount code / Non-Member Rate - $70
IMPORTANT: Members must use membership discount code at time of registration to receive member rates. Enter coupon code on payment screen. Do not pay full amount & request refund. An administrative fee will be deducted in those cases.
Part 1: Two hours of tax changes that have taken place in the past year. Are you prepared for the questions clients may have this season? Join Knox Wimberly and Ann Kershaw as they review updates and changes that will prepare you for questions concerning disaster relief, premium tax credits and many other topics. They will touch on the credits available to Schedule C filers, take a quick look at how to deal with the PPP forgiveness on the tax return, but most of the course will be the practical things you need to know in order to be ready for this upcoming season. 85% - 90% of the course will be focused on the individual taxpayer.
Participants will learn about:
• Schedule C credits for sick leave
• IRA changes to the Secure Act
• 72T Exemption for Disaster Relief
• Qualified Charitable Distributions
Prerequisites – Basic knowledge of federal taxation
Program Level - Update
IRS Program Number - QSRNU-T-00500-21-O
Participants will earn up to 2.0 IRS CE / 2.0 NASBA CPE
Field of Study: Federal Tax Law Topics / Taxes
Who Should Attend: EAs and other tax professionals
Advanced Preparation: None
Delivery Method - Group Live presented online due to COVID-19
(CE not available for recording)
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact our office at (804) 723-5888.
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.
Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell at email@example.com or call (804) 723-5888.
Virginia Society of Enrolled Agents is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.