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PDFPrintable 2021 Schedule

Schedule

(T) Federal Tax Law*
(U) Federal Tax Law Updates*
(E) Ethics Seminar*
(F) Certified Financial Planner Track**

Please check the bottom of this page for other useful information.

Live Webinar times are listed in Eastern Daylight Time. Please adjust your time according to your time zone.

Week 1
(July 20-22)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
July 20
11:00am - Noon Advocating for Taxpayers Eligible for Payment Plans (T) (F) 1
Tuesday
July 20
2:00pm - 3:00pm Keynote Address (U) (F) 18
 
Wednesday
July 21
11:00am - Noon Advocating for Taxpayers in Order to Avoid Abusive Tax Schemes (T) (F) 2
Wednesday
July 21
2:00pm - 3:00pm Avoiding Filing Red Flags and Understanding the Examiner (T) (F) 3
 
Thursday
July 22
11:00am - Noon Tax Law Changes from a Forms Perspective (U) (F) 26
Thursday
July 22
2:00pm - 3:00pm Charities & Tax-Exempt Organizations Update (T) (F) 5
 
Week 2
(July 27-29)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
July 27
11:00am - Noon A Closer Look at the IRS Independent Office of Appeals (T) (F) 6
Tuesday
July 27
2:00pm - 3:00pm Collection Flexibilities During Difficult Economic Times (T) (F) 7
 
Wednesday
July 28
11:00am - Noon Common Issues Presented to OPR and Best Practices to Address Them (E) (F) 8
Wednesday
July 28
2:00pm - 3:00pm Cybersecurity for Tax Professionals - Advanced Session (T) (F) 9
 
Thursday
July 29
11:00am - Noon Determining an Individuals Tax Residency Status (T) (F) 10
Thursday
July 29
2:00pm - 3:00pm Employee Retention Credit (T) (F) 11
 
Week 3
(August 3-5)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
August 3
11:00am - Noon e-Services and You (T) (F) 12
Tuesday
August 3
2:00pm - 3:00pm Gig Economy (T) (F) 13
 
Wednesday
August 4
11:00am - Noon Helping You and Your Clients Steer Clear of Fraud and Scams (T) (F) 14
Wednesday
August 4
2:00pm - 3:00pm Highlights of the Tax Provisions of the Consolidated Appropriations Act of 2021 (U) (F) 15
 
Thursday
August 5
11:00am - Noon IRS Criminal Investigation - Deeper Dive into Emerging Cyber Crimes and Crypto Tax Compliance (T) (F) 16
Thursday
August 5
2:00pm - 3:00pm Key Enforcement Issues (T) (F) 17
 
Week 4
(August 10-12)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
August 10
11:00am - Noon Keys to Mastering Due Diligence Requirements and What to Expect During a Due Diligence Audit (T) (F) 19
Tuesday
August 10
2:00pm - 3:00pm Other Income: Taxable or Not? (T) (F) 20
 
Wednesday
August 11
11:00am - Noon Overview of Taxpayer Civil Rights (T) (F) 21
Wednesday
August 11
2:00pm - 3:00pm Obligaciones de Responsabilidad Profesional al ejercer ante el Departamento del Tesoro: Oficina de Responsabilidad Profesional (OPR) y la Circular 230 (E) (F) 30
 
Thursday
August 12
11:00am - Noon Retirement Plans - IRS Compliance Initiatives (T) (F) 23
Thursday
August 12
2:00pm - 3:00pm The Role of Hardship in Tax and Tax Collection (T) (F) 24
 
Week 5
(August 17-19)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
August 17
11:00am - Noon Tax Cuts and Jobs Act (TCJA) and Consolidated Appropriations Act (CAA) Changes to Internal Revenue Code 274 for Meals, Entertainment, Transportation and Commuting Benefits (U) (F) 25
Tuesday
August 17
2:00pm - 3:00pm Be Tax Ready - Understanding Rules for Due Diligence and the Child Tax Credit and Earned Income Tax Credit Under the American Rescue Plan Act of 2021 (U) (F) 4
 
Wednesday
August 18
11:00am - Noon Virtual Currency (T) (F) 27
Wednesday
August 18
2:00pm - 3:00pm Virtual Currency, Cannabis, and Compliance Reporting (U) (F) 28
 
Thursday
August 19
11:00am - Noon Cambios Tributarios desde la Perspectiva de Formularios (U) (F) 29
Thursday
August 19
2:00pm - 3:00pm Professional Responsibility Obligations When Practicing Before the IRS: OPR and Circular 230 (E) (F) 22

NOTES:

There are no advanced preparation requirements or prerequisite requirements for the webinars listed below.


ATTENTION:
*Please follow the notations (T) , (U) and (E) for webinars that qualify for continuing education credit for enrolled agents, certified public accountants and Annual Filing Season Program participants.

**Webinars marked (F) have been reviewed by the Certified Financial Planner Board and qualify for continuing education credit for certified financial planners.