VASEA Fall Education Event:
Current Tax Issues Seminar via Webinar
Per Session:
Members – $25 (2 hours) / $12.50 (1 hour) with emailed discount code
Non-Members – $50 (2 hours) / $25 (1 hour)
Package Pricing for all webinars:
Members – $75 with emailed discount code
Non-Members – $150
*Please Note: You must enter your Name and PTIN, as listed with the IRS, for each webinar you register to attend.*
Full series registration and information can be found here: https://www.bigmarker.com/series/vasea-current-tax-issues-web/series_summit
Wednesday, October 28, 2020
11:00:00 AM · Eastern Time (US & Canada)
Topic: IRS Updates for Individuals & Businesses – QSRNU-U-00459-20-O
Ley Mills, will be providing an update on what tax professionals need to know right now. Mr. Mills is a Senior Stakeholder Liaison with IRS. He has been with the Service for over 20 years. As a Tax Specialist, Ley works with professional organizations to provide information on relevant tax issues.
Presented by Herbert D. (Ley) Mills, CSO – Stakeholder Liaison – Field
Herbert D. (Ley – sounds like “Lee”) Mills is a Senior Stakeholder Liaison – Field, which is part of Communications & Liaison operating unit at the Internal Revenue Service. He has been with the Service for 30+ years, consisting of 11 years as a Revenue Agent in Compliance and the remaining years as a Senior Stakeholder Liaison. As a Revenue Agent, Ley audited Federal Income Tax Returns for various corporations, partnerships, and self-employed individuals. He also served as the VITA (Volunteer Income Tax Assistance) Program Coordinator in Northern Virginia (the program helped over 6,000 taxpayers annually). And he served on the District Speakers Bureau. As a Senior Stakeholder Liaison, Ley works with tax practitioner and professional organizations in a variety of ways to help its members stay up-to-date on relevant tax issues.
Duration: 2 hours
Ticket Price: $50.00
Registration and more information here: https://www.bigmarker.com/knox-taxes/VASEA-Current-Tax-Issues-Webinar-IRS-Updates-for-Individuals-Businesses
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Wednesday, October 28, 2020
2:00:00 PM · Eastern Time (US & Canada)
Topic: IRS Taxpayer Advocate Update – QSRNU-T-00460-20-O
A representative from the Taxpayer Advocate Office will provide an update on common issues with IRS and how to get them resolved.
Duration: 2 hours
Ticket Price: $50.00
Registration and more information: https://www.bigmarker.com/knox-taxes/VASEA-Current-Tax-Issues-Webinar-IRS-Taxpayer-Advocate-Update
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Thursday, October 29, 2020
11:00:00 AM · Eastern Time (US & Canada)
Topic: Social Security Update – QSRNU-T-00461-20-O
What You Need to Know for Tax Preparation: tax related issues regarding Social Security & Medicare; Medicare Signup Penalties; SECURE Act, etc.
Presented by Jacqueline Weisgarber
Jacqueline began her career with the Social Security Administration in 2006 as a claims specialist in the Charleston, SC field office. Throughout her career, Jackie has represented the agency through local, regional and national outreach events, speeches, and training sessions. Jackie moved to Richmond, VA in January 2016 as a Public Affairs Specialist covering central and western Virginia.
Duration: 2 hours
Ticket Price: $50.00
Registration and more information: https://www.bigmarker.com/knox-taxes/VASEA-Current-Tax-Issues-Webinar-Social-Security-Update
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Thursday, October 29, 2020
2:00:00 PM · Eastern Time (US & Canada)
Topic: Maryland Tax Update
Sarah Dufresne from the Comptroller of Maryland’s Office will present a Maryland state tax update, discuss common issues, and what’s new for 2020.
Presented by Sarah C. Dufresne, Assistant Director, Comptroller of Maryland
Sarah Dufresne is an Assistant Director for the Revenue Administration Division. She is responsible for the Legal Section, Special Projects and Administration Section, and the Special Functions Section. The Legal Section is responsible for many functions, including estate tax, legal processing, and legal correspondence. The Legal Section responds to tax inquiries, tracks federal and state legislation, and handles all aspects of nonresident sales of property withholding. She is also responsible for overseeing the management of the Special Projects Section, which handles all questionable returns and fraud detection. Finally, she oversees Special Functions, which is responsible for forms development and some specialized functions, such as processing Power of Attorney forms.
Duration: 1 hour
Ticket Price: $25.00
Registration and more information: https://www.bigmarker.com/knox-taxes/VASEA-Current-Tax-Issues-Webinar-Maryland-Tax-Update
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Thursday, October 29, 2020
3:00:00 PM · Eastern Time (US & Canada)
Topic: North Carolina Department of Revenue (NCDOR) Update
A representative from North Carolina Department of Revenue will present a NCDOR update, discuss common tax issues, and what’s new for 2020.
Duration: 1 hour
Ticket Price: $25.00
Registration and more information: https://www.bigmarker.com/knox-taxes/VASEA-Current-Tax-Issues-Webinar-North-Carolina-Department-of-Revenue-NCDOR-Update
If you have any questions about these seminars, please contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.
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2020 Federal Update & Review Course: In-Person & Online Options
VASEA’s Education Committee carefully considered member input and all options when deciding how to move forward with the Federal Update Seminars we’ve held in Springfield and Williamsburg for the past many years. We are pleased to report that we have partnered with NSTP to provide both in-person and virtual options so you have your pick. Please note that the 2-Day in-person seminar has been reduced to a 1-Day to minimize risk of COVID-19 spread.
NSTP will be hosting this year. VASEA members may register at the NSTP member rate using the member discount code.
Click here for more information and to register.
In-Person (1-Day) – 8 Hours CE
Springfield, VA – Monday, December 7, 2020
Holiday Inn Express
6401 Brandon Ave, Springfield, VA 22150
Hotel: (703) 644-5555
Williamsburg, VA – Thursday, November 19, 2020
DoubleTree by Hilton Hotel Williamsburg
50 Kingsmill Rd, Williamsburg, VA 23185
Hotel: (757) 220-2500
Virtual (4-Part Series) – 8 Hours CE
Live Streamed in 2 hour sessions over a 4 week period
November 24, 2020 Part 1 2 CE of 8 CE Credits
December 1, 2020 Part 2 2 CE of 8 CE Credits
December 9, 2020 Part 3 2 CE of 8 CE Credits
December 15, 2020 Part 4 2 CE of 8 CE Credits
Click here for more information and to register.
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VASEA Self-Study Webinar Recording: Ethics 2020 (2 CE)
QSRNU-E-00458-20-S
Topic: Ethics 2020
This ethics class qualifies for the IRS ethics requirements for both Enrolled Agents and Annual Filing Season Program participants. CPAs need to check with their state as it may or may not meet ethics requirements for CPAs (states vary on this). We will explore the ethics related to tax returns. Covered topics include circular 230, preparer
penalties, disclosure requirements, and case scenarios. Successful completion of this module will award 2 CE units.
Prerequisites: none
Advanced preparation required: none
Objectives:
● Five Levels of Standards in Preparing a Tax Return
● Understand the importance of Circular 230
● Circular 230 §10.34
● IRC §6694 , §6662(d)
● Regulation §1.6662-4
● Regulation §1.6662-3
● Disclosure / Form 8275
Presented by: Knox Wimberly, EA
Duration: 2 hours
Ticket Price: $25/ Members FREE with emailed discount code
Registration and more information: https://www.bigmarker.com/vasea1/Ethics-2020-version
*If you watch the on demand recording, you will need to email us to get access to the quiz.
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VASEA Webinar Recordings: Tax Law Changes Related to the Coronavirus
Presented by VASEA Board Members:
Knox Wimberly, EA and Vaughan Long, EA
Part 1 : https://www.youtube.com/watch?v=df2PWAQiFV8
Handouts: Slides – Part 1 – TaxLawChangesRelatedtotheCoronavirusPandemic
Part 2: https://www.youtube.com/watch?v=Je3yVLGKw2E
Handouts: Slides – Part 2 – Tax Law Changes Related to the Coronavirus Pandemic
Part 3: https://youtu.be/lQyqMCpn5aE
Handouts: Slides – Part 3 – Tax Law Changes Related to the Coronavirus Pandemic
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