February Education Session: Tips and Overtime Taxes Before and After the BBB
2026-02-11 14:00 - 15:00 (America/New_York)
This program explores federal tax implications of tip reporting and overtime wages, comparing pre‑ and post‑Build Back Better (BBB) legislation standards. Practitioners will learn updates to employer reporting requirements, compliance pitfalls, and practical solutions to common payroll tax issues.
Delivery Method: Live webinar
Learning Objectives:

Describe federal tax requirements for reporting employee tips and overtime.
Compare historical rules with current post‑BBB regulations.
Identify common compliance issues and corrective actions.
Apply payroll tax practices to client scenarios.

NSA Membership Benefit Rollout: NSA Sync Walkthrough
2026-02-11 14:00 - 15:00
Join us on Wednesday, February 11th at 2pm ET for an exciting introduction into a new addition to NSA’s member benefit portfolio. We will take you through all of the steps and functions that NSA Sync offers from beginning to end! NSA Sync is designed to support one of the most common needs in today’s practice: secure, professional client communication.
With NSA Sync, you can:

Securely upload and exchange documents with clients
Collect IRS-compliant electronic signatures
Provide clients with a branded, professional portal experience

Tax Talk Live
2026-03-04 14:00 - 15:00
Join us on Wednesday, March 4th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

Webinar: Fixing Hidden Compliance Risks in Client Payment Systems
2026-04-22 15:00 - 16:00
As clients adopt more payment platforms than ever, small firm CPAs, EAs, and tax practitioners are inheriting a growing layer of compliance risk.
Clients now accept payments through multiple platforms such as merchant processors, online invoicing tools, peer to peer apps, and third party marketplaces. While convenient for the client, these disconnected systems often produce inconsistent reports, missing documentation, and mismatches between gross receipts, deposits, and tax filings.
For sole practitioners and small firms with limited staff, reconciling this data can consume valuable time during already compressed filing seasons. More importantly, incomplete visibility increases the risk of income discrepancies, 1099-K reporting confusion, and IRS notices requiring additional explanation and documentation.
In this session, Alternative Payments CEO, Baxter Lanius, will break down where compliance gaps most commonly arise in multi platform payment environments and how small firms can strengthen control without adding administrative burden. You will gain practical strategies to improve reconciliation processes, clarify gross versus net reporting, and implement structured payment workflows that protect both your clients and your practice.
This session is designed to help tax professionals reduce avoidable risk, defend their work with stronger documentation, and create cleaner, more reliable reporting across client payment systems.

Tax Talk Live
2026-05-06 14:00 - 15:00
Join us on Wednesday, May 6th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

May Education Session: Start Strong, Annual Planning for Independent Accounting Firms
2026-05-13 14:00
This session provides guidance on annual planning for independent accounting firms, including budgeting strategies, setting firm goals, and selecting technology tools. Participants will explore methods to increase efficiency and strengthen practice performance.
Delivery Method: Live webinar
Learning Objectives:

Establish a firm budget and financial planning cycle.
Set measurable annual practice goals.
Evaluate technology platforms for workflows.
Integrate planning tools into firm operations.

Tax Talk Live
2026-06-03 14:00 - 15:00
Join us on Wednesday, June 3rd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

June Education Session: Grassroots Advocacy, How to Manage Your State Legislators and Enlist the National Entities
2026-06-10 14:00 - 15:00
This program offers an introduction to grassroots advocacy for tax professionals, focusing on engaging with state legislators and allied organizations like the NSA to influence tax policy. Attendees will learn practical strategies to communicate effectively with policymakers.
Delivery Method: Live webinar
Learning Objectives:

Explain the fundamentals of grassroots advocacy in tax policy.
Identify best practices for engaging state legislators.
Collaborate with professional organizations to support advocacy.
Create a basic advocacy communication plan.

Tax Talk Live
2026-07-01 14:00 - 15:00
Join us on Wednesday, July 1st at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

July Education Session: Engagement Letters 2026 Style: Risk Reduction and Revenue Opportunity
2026-07-08 14:00 - 15:00
This course examines modern engagement letter practices that reduce client risk while identifying revenue opportunities. Participants will learn how to structure engagement terms, manage compliance considerations, and enhance client management.
Delivery Method: Live webinar
Learning Objectives:

Draft engagement letters that clearly define scope and expectations.
Incorporate risk mitigation provisions in practice agreements.
Apply engagement terms to compliance and revenue goals.
Use modern engagement strategies to improve client service.

July Education Session: Amended Returns, Superseding Returns, and Disaster Relief Claims
2026-07-15 14:00 - 15:00
This session explores procedures for preparing amended returns, superseding returns, and disaster relief claims. Topics include when each filing approach is appropriate, documentation needed, and IRS processes to improve client outcomes.
Delivery Method: Live webinar
Learning Objectives:

Differentiate between amended and superseding returns.
Understand tax relief options for disaster‑affected taxpayers.
Prepare appropriate forms and supporting documentation.
Navigate IRS procedures to expedite resolution.

Tax Talk Live
2026-08-05 14:00 - 15:00
Join us on Wednesday, August 5th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

August Education Session: Year‑End Close Checklist, Internal and Client‑Facing SOPs
2026-08-12 14:00 - 15:00
This course provides a comprehensive year‑end checklist for accountants, focusing on internal procedures and client‑facing standard operating procedures (SOPs). Topics include closing books, client communications, and process review to ensure year‑end readiness.
Delivery Method: Live webinar
Learning Objectives:

Identify key internal year‑end accounting processes.
Develop client‑focused checklists for year‑end tasks.
Review and update SOPs to enhance accuracy and compliance.
Apply best practices for year‑end tax planning.

Tax Talk Live
2026-09-02 14:00 - 15:00
Join us on Wednesday, September 2nd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

September Education Session: Dealing with Difficult Clients; Termination, Retention, and Boundaries
2026-09-09 14:00 - 15:00
This session focuses on client relationship management, including how to handle difficult clients, set professional boundaries, communicate expectations, and determine when to retain or terminate engagements. Practical scripts and policies will be shared.
Delivery Method: Live webinar
Learning Objectives:

Recognize challenging client behaviors and responses.
Establish professional boundaries and communication techniques.
Use termination and retention strategies effectively.
Apply policy scripts to real‑world scenarios.

Tax Talk Live
2026-10-07 14:00 - 15:00
Join us on Wednesday, October 7th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

October Education Session: Audit Readiness; Documentation, Representation, and Support Files
2026-10-14 14:00 - 15:00
This course prepares tax professionals for client audits at both IRS and state levels. It covers documentation standards, representation strategies, and assembling support files to facilitate examinations and compliance.
Delivery Method: Live webinar
Learning Objectives:

Organize documentation for audit readiness.
Explain representation responsibilities and procedures.
Prepare support files to address exam issues.
Coordinate audit responses across federal and state jurisdictions.

Tax Talk Live
2026-11-04 14:00 - 15:00
Join us on Wednesday, November 4th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

November Education Session: Cost Segregation and Fixed Assets, Fundamentals and New Approaches with the Impact of the BBB
2026-11-11 14:00 - 15:00
This session provides an in‑depth look at cost segregation studies and fixed asset principles, including updated strategies influenced by the Build Back Better legislation. Participants will learn how to optimize depreciation and asset classification.
Delivery Method: Live webinar
Learning Objectives:

Define cost segregation and identify qualifying property.
Apply fixed asset classification techniques.
Assess BBB‑related changes to depreciation planning.
Implement cost segregation strategies to maximize tax benefits.

Tax Talk Live
2026-12-02 14:00 - 15:00
Join us on Wednesday, December 2nd at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

December Education Session: Pass‑Through Deductions & QSBS Exclusions, Fundamentals and BBB Impact
2026-12-09 14:00 - 15:00
This session explores pass‑through entity deduction rules and qualified small business stock (QSBS) exclusion provisions, with emphasis on impacts from the OBBBA. Participants will gain planning insights for client engagements.
Delivery Method: Live webinar
Learning Objectives:

Explain pass‑through deduction eligibility and calculation.
Identify QSBS exclusion requirements.
Analyze how BBB changes affect these provisions.
Apply planning strategies for eligible taxpayers.

Tax Talk Live
2027-01-06 14:00 - 15:00
Join us on Wednesday, January 6th at 2pm ET for this month’s Tax Talk Live! Tax Talk Live is for members, by members. We would love to hear what’s on your mind, so please sign up for future sessions and make suggestions for future topics below!

January Education Session: Depreciation, Form 4562 Walkthrough & R&D Expenses: Fundamentals and the Impact of the BBB Changes
2027-01-13 14:00 - 15:00
This session provides a detailed examination of depreciation rules, a step‑by‑step walkthrough of IRS Form 4562, and an analysis of research and development (R&D) expense treatment. Participants will explore how key provisions of the Build Back Better (BBB) legislation affect timing, allowable deductions, and compliance considerations. Instruction will include practical examples and discussion of current trends.
Delivery Method: Live webinar with SME and host.
Learning Objectives:

Identify the rules for depreciable property and methods of computing depreciation.
Complete IRS Form 4562 accurately, including special situations.
Explain R&D expense deductions and tax incentives.
Assess how recent BBB changes impact depreciation and R&D expense strategies.
