Course Materials

VA Dept of Taxation

There will be a video provided by the VA Department of Taxation to go over the annual state tax updates for Virginia. Click here for link to video.

Welcome - 1:06

2024 Filing Season Activities/Updates and Tips - 8:55

Virginia Conformity - 2:06

Income Taxes - 1:58

Tax Credits - 1:39

Retail Sales and Use Tax Changes - 2:11

Other Tax Changes - 1:55

More Information - 1:25

Total time: 21:15​

NATP National

Instructor: Helen O'Planick

Our National representative will give a status of the chapter and provide other tax information. Click here to download materials.

Military Tax Implications

Instructor: Amanda Mitchell

This seminar will discuss military tax benefits, death benefits, sale of principal residencece, and other relevant considerations. Click here to download materials.

Social Security

Instructor: Helen O'Planick

This seminar will explore real life Social Security situations and how they can be managed.

Click here to download materials.

990

Instructor: Helen O'Planick

This seminar will answer the questions like: What is a not-for-profit and a non-profit? What kind of entities are there? How do I file for my organization?

Click here to download materials.

General Meeting

Click here to download the agenda for the General Meeting, November 8, 2024 at 8:00a.

Click here to download the Meeting Minutes from ​the prior year.

Click here to download the 2023 Profit & Loss.

Click here to download the 2023 Balance Sheet.

Click here to download the Financial Oversight letter.

IRS Annual Tax Updates

Instructor: Senior Stakeholder Liaison

Click here to download materials.

House Flipping, Renting, AirBNB

Instructor: Chris Smith

This class is meant to help decide when to use Schedule C vs Schedule E for the various types of rentals.

Click here to download materials.

Ethics

Instructor: Vaughan Long

Click here to download materials.

Crypto

Instructor: Vaughan Long

Click here to download materials.