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Don’t Wait Til They Walk in the Door: What You Need to Know for Tax Year 2021 – Part 2

Thu, Oct 28, 2021 · 1:00 PM · Eastern Time (US & Canada)
About This Webinar

$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 2: Two more 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 again as they review more updates and changes that will prepare you for questions concerning disaster relief, premium tax credits and many other topics. Now is the time to strategize with your clients for year-end planning.

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 – Part 1 of this Session

Program Level – Update

2 hours of CE/CPE - QSRNU-T-00503-21-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)

Refund Policy
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 admin@vasea.org 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.

Who can view: Everyone
Webinar Price: $70.00
Featured Presenters
Webinar hosting presenter Ann
Annamarie Kershaw is the President of Kershaw Financial Inc. She is an Enrolled Agent licensed to practice before the Internal Revenue Service.
Annamarie began her own business in 1986 providing tax preparation and later adding investment management. She is a member of National Association of Enrolled Agents and has served on the board of both the state and local chapters.
Outside of work, Ann enjoys spending time with her husband Kirk, and her family, especially their two granddaughters. She also enjoys traveling, quilting and just relaxing at the beach.
Webinar hosting presenter Knox Wimberly
Knox is an Enrolled Agent. He earned the privilege of representing taxpayers before the Internal Revenue Service passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards.

Knox is considered one of America's Tax Experts having taught practitioners all over the country.

Knox’s areas of expertise include the taxation of clergy, cryptocurrency, foreign earned income, estates (especially on the 1041 fiduciary return), S corporations, and trusts.

His practice also includes tax resolution and he is a Fellow of the National Tax Practice Institute.

In addition to his own practice, Knox most recently served as the Chief Tax Officer for Happy Tax (a national tax franchisor). He is also the Tax Director for cryptotaxacademy.com.

Knox is also a local pastor in the Holston Conference of the United Methodist Church.

Working Group Membership:
Legislative Implementation Working Group (CERCA, IRS, Department of Treasury)
Tax Working Group (Accounting Blockchain Coalition)
Hosted By
Knox Taxes webinar platform hosts Don’t Wait Til They Walk in the Door: What You Need to Know for Tax Year 2021 – Part 2
Knox Wimberly's conferences and webinars
What you need to know - Part 2.pdf
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