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PDFPrintable 2020 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.

Week 1
(July 21-23)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
July 21
11:00am - Noon Advocating for Immigrant Taxpayers (T)(F) 1
Tuesday
July 21
2:00pm - 3:00pm Keynote Address (T)(F) 13
 
Wednesday
July 22
11:00am - Noon Advocating for Taxpayers with Collection Information Statements (T)(F) 2
Wednesday
July 22
2:00pm - 3:00pm Charities & Tax-Exempt Organizations Update (U)(F) 5
 
Thursday
July 23
11:00am - Noon The Bipartisan Budget Act of 2015's Centralized Partnership Audit Regime (T) 4
Thursday
July 23
2:00pm - 3:00pm Be Tax Ready - Understanding Eligibility Rules for EITC, AOTC, CTC and Head of Household Filing Status (T)(F) 3
 
Week 2
(July 28-30)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
July 28
11:00am - Noon Tax Security Panel: The Taxes-Security-Together Checklist (T)(F) 25
Tuesday
July 28
2:00pm - 3:00pm Cybersecurity for Tax Professionals - Advanced Session (T)(F) 7
 
Wednesday
July 29
11:00am - Noon Diligence in Practice before the IRS: Record-Keeping (E)(F) 8
Wednesday
July 29
2:00pm - 3:00pm Electronic Payments and Direct Deposits - New Options (T)(F) 9
 
Thursday
July 30
11:00am - Noon Federal Ethics for the Tax Professionals: Office of Professional Responsibility (OPR) and Circular 230 (E)(F) 10
Thursday
July 30
2:00pm - 3:00pm Impact of Non-filing and Non-payment (T)(F) 11
 
Week 3
(August 4-6)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
August 4
11:00am - Noon IRS Key Enforcement Issues (U)(F) 12
Tuesday
August 4
2:00pm - 3:00pm Keys to Mastering Due Diligence Requirements and Audits (T)(F) 14
 
Wednesday
August 5
11:00am - Noon Other Income: Taxable or Not? (T)(F) 15
Wednesday
August 5
2:00pm - 3:00pm Preparation of Form 1040-NR, U.S. Nonresident Alien Income Tax Return (T)(F) 16
 
Thursday
August 6
11:00am - Noon Protect Yourself and Your Clients Against A New Wave of Criminals (T)(F) 17
Thursday
August 6
2:00pm - 3:00pm Taxpayer Planning Issues After the Enactment of the 2019 Disaster Act and Secure Act (U)(F) 24
 
Week 4
(August 11-13)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
August 11
11:00am - Noon Representing the Taxpayer Without Records, Reconstructing Income and Expenses (T)(F) 19
Tuesday
August 11
2:00pm - 3:00pm Tax Cuts and Jobs Act (TCJA) Update: Opportunity Zones (U)(F) 22
 
Wednesday
August 12
11:00am - Noon Retirement Plan Distributions, Loans and More (T)(F) 20
Wednesday
August 12
2:00pm - 3:00pm Tax Cuts and Jobs Act (TCJA) Update: Qualified Business Income Deduction (U)(F) 23
 
Thursday
August 13
11:00am - Noon QBI Problems? We Have Solutions! (T)(F) 18
Thursday
August 13
2:00pm - 3:00pm Update from the IRS Independent Office of Appeals (U)(F) 26
 
Week 5
(August 18-20)
Date Time
(Eastern Time Zone)
Topic CE Category Type Course Number
Tuesday
August 18
11:00am - Noon Currency: Virtual, Digital, Cyber, Crypto? Form 1040, Schedule 1 and How to Report (T)(F) 6
Tuesday
August 18
2:00pm - 3:00pm Worker Classification Issues – Hiring Freelancers Is Never Free and It May Cost You A Lot, Too (T)(F) 27
 
Wednesday
August 19
11:00am - Noon Creditos Reembolsables (en español) (T)(F) 29
Wednesday
August 19
2:00pm - 3:00pm Construya su Plan de Seguridad de Datos para sus Contribuyentes (en español) (T)(F) 30
 
Thursday
August 20
11:00am - Noon Tax Changes from a Forms Perspective (U)(F) 21
Thursday
August 20
2:00pm - 3:00pm Cambios Tributarios desde la Perspectiva de Formularios (en español) (U)(F) 28

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.