NSA

NSA Member Benefit Spotlight: Tax Research with CCH AnswerConnect (1 Nasba CPE Credit)
2025-12-17 14:00 - 15:00 (America/New_York)
Join us on Wednesday, December 17th at 2pm ET for Tax Research with CCH AnswerConnect presented by Tammy Nickels of Wolters Kluwer.
Learn more about how to effectively utilize one of NSA’s most popular benefits which has recently been upgraded to give you access to even more information!
Learning Objectives:
• CCH Browser Search
• Search by keyword to get fast answers to your questions
• Access your federal and state tax content by topic
• Search and find a document by citation
• Use various document features to save, print, export and email your
findings
This session will be worth 1 NASBA CPE Credit in Business Management & Organization. This also counts towards credit requirements for ACAT credentials.

Retirement planning for Small Business - Please join this informative webinar on December 11 at 2pm
2025-12-11 14:00 - 15:00
Social Security benefits are not enough to cover the cost of living for most retirees and by 2033 the Social Security fund will only be able to pay up to 77% of committed benefits. Meanwhile, more than 50% of small business employees in the US don’t have a retirement account. Much of this problem stems from the fact that 401(k) plans are too expensive for most small business owners, which leaves employees with no retirement benefits. Another major contributor to this problem is that many small business workers lack the financial knowledge to understand the real benefits of investing in a retirement account.
Please join us for a webinar on Thursday, December 11th at 2 pm ET where we discuss how Crecer Connect enables accountants and tax preparers to help improve their clients’ financial knowledge and plan for retirement.
Topics we’ll cover:

Latest Security Social security benefits and retirement savings statistics
How you can use Crecer Connect to facilitate Traditional and Roth IRAs for your individual and business clients (configure accounts for your business clients’ employees at no charge to the business owner)
For your business clients, how to set up automatic employee contributions in any payroll system (for California businesses this can be used as an alternative to CalSavers)
How to improve your clients’ financial knowledge with easy to understand educational content on investing and retirement planning

Tax Talk Live!
2025-12-03 14:00 - 15:00
Join us on Wednesday, December 3rd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members.

NSA Partner HIghlight: Optimizing R&D Tax Credits in 2025 with ADP (1 Nasba CPE Credit)
2025-11-19 14:00 - 15:00
Join us on Wednesday, November 19th at 2pm ET for Optimizing R&D Tax Credits in 2025 with ADP presented by Michael A Smith, CPA, CGMA – Director of Tax and Jamie Noriega – Vice President of R&D Sales!
It is crucial for companies to develop the ability to identify and capture various tax credits available, specifically the Research and Development Tax Credit. This presentation will provide a high level overview of the R&D Tax Credit, how to recognize clients that will qualify, and the expenses associated with the credit. This course will provide current, up-to-date legislative changes that may impact the R&D tax credit.
Learning objectives include:

Research & Development Credit verview
Industry Spotlights and Real Life Application
Tools and Technologies

This session will be worth 1 NASBA CPE Credit in Business Management & Organization.

WorkflowCon
2025-11-12 10:30 - 2025-11-13 18:00
Clear the chaos. Find your calm. Join NSA at WorkflowCon 2025 — the virtual event built for accountants & bookkeepers to master workflows, grow firms, and connect with peers.
On Nov 12–13, we’re bringing everyone together for WorkflowCon 2025:

5 tracks built to help your firm grow with clarity and calm
25+ speakers sharing real-world firm strategies
Workflow Champions LIVE, showcasing how firms like yours run better workflows
Daily raffles worth $250, trivia prizes up to $1,000, and the Workflow Showdown finale with a Mexico getaway grand prize

WorkflowCon isn’t just any conference. It’s your community — and it’s free to attend.
Register Today
Join 5,000+ peers in two days of clarity, connection, and calm.
P.S. Register now and invite friends—every referral boosts your chances to win up to $500 in our Referral Leaderboard.
Brought to you by Financial Cents and Sponsored by NSA

Tax Talk Live!
2025-11-05 14:00 - 15:00
Join us on Wednesday, November 5th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members.

The Accountant’s Edge - webinar
2025-10-29 14:00 - 15:00
Unlocking and Increasing Business Value for Your Exit-Ready Clients – please join the webinar on Wednesday, October 29 at 2pm ET.
In this session, you will discover how to elevate your role from financial expert to strategic advisor by understanding what truly drives—and detracts from—business value.
You’ll learn how to initiate meaningful exit conversations, uncover hidden risks, and generate new referral opportunities.
This 60-minute session will cover:

Identifying the top 5 value drivers that shape a client’s business valuation.
Confidently start the exit-planning conversation with business owners.
How to create new revenue opportunities through strategic partnerships and valuation tools.

Bonus: All attendees receive free access to Impact Architects’ Business Valuation Starter Tool—the essential first step toward helping clients become exit-ready.

Practical Cybersecurity & Compliance for Tax & Accounting Professionals
2025-10-16 15:00 - 16:00
Join us on Thursday, October 16th at 3pm ET for practical cybersecurity and compliance for tax and accounting professionals!
Tax and accounting firms face triple the cyberattacks they did three years ago. With FTC Safeguards Rule and IRS Pub 4557 requirements now in effect, you can’t afford to wait.
Join Jatin Narang, CEO, and Camren Majors, Co-founder and CMO of Verito, for a straightforward guide to protecting your firm before busy season.
You’ll Learn:

Why hackers target accounting firms (and the $8,000 daily cost of downtime)
Writing a compliant WISP that meets FTC requirements
5 essential security controls every firm needs
How to spot phishing attempts that fool experienced CPAs and EAs
Building security that works with your existing tax and accounting software

For: Tax and accounting professionals who want practical security guidance without the tech jargon—from solo practitioners to growing firms.
No scare tactics. Just clear steps to protect your firm, meet compliance requirements, and keep systems running when you need them most.

NSA Partner Highlight: Cybercrime and Cyber Insurance for CPAs with FT Jones
2025-09-24 14:00 - 15:00 | Online Event
Join us on Wednesday, September 24th at 2pm ET for Cybercrime and Cyber Insurance for CPAs with FTJ presented by Shawn Heckmaster, CISO and Joseph Barnard, CPA! Businesses face serious risks every day. It is important that owners are aware of them and proactively work to minimize their exposure. Cyber liability insurance is designed to protect you and your business against the potentially devastating costs of cybercrime. Without adequate insurance protection, your clients, your reputation, your company and even your personal assets may be at risk.
Register Here

IRS Nationwide Tax Forum - Baltimore, MD
2025-09-09 - 2025-09-11 | Baltimore Marriott Inner Harbor at Camden Yards
NSA will be attending and presenting at all 2025 IRS Nationwide Tax Forums. Please visit the IRS event site for information on locations and NSA seminar days & times.

Tax Talk Live - September 2025
2025-09-03 14:00 - 15:00 | Online Event
Join us on Wednesday, September 3rd at 2pm ET for this month’s Tax Talk Live on Dealing with the IRS! This month’s expert will be the famous Kelly Myers who as we all know, has extensive internal and external experience with the IRS. We encourage everyone to be ready to contribute their tips and tricks for dealing with the IRS as well! You can register for this event here or by visiting the NSA Learning Center.
Tax Talk Live is for members, by members. We would love to hear what’s on your mind,- please make your suggestions for future topics here.

IRS Nationwide Tax Forum - Orlando, FL
2025-08-26 - 2025-08-28 | Hyatt Regency Orlando
