NSA Learning Center

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 

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!

Description:

This session reviews selected individual tax credits and deductions affecting senior taxpayers, vehicle-related interest and expenses, and child care costs under current federal tax law. The program places particular focus on how provisions of the One Big Beautiful Bill Act (OBBBA) interact with existing eligibility requirements, calculation methods, and documentation standards.

Rather than treating the OBBBA as a wholesale rewrite of individual tax benefits, the session emphasizes how enacted provisions affect planning considerations, compliance timing, and practitioner judgment within the existing statutory framework.

Delivery Method: Live webinar

Learning Objectives:

• Determine eligibility requirements for selected senior-related tax credits and benefits under current law.
• Evaluate the federal tax treatment of vehicle-related interest and expenses, including limitations and non-deductible amounts.
• Explain child and dependent care credit calculations, income thresholds, and substantiation requirements.
• Analyze how OBBBA provisions affect planning considerations and compliance expectations for these benefits without overstating statutory change.

Join us on Wednesday, April 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!

Description:
This course addresses strategic actions for tax professionals following the April 15 filing deadline, including client communication best practices, renewal strategies, upselling services, offboarding clients, and project planning. Practical practice management insights will be demonstrated.

Delivery Method: Live webinar

Learning Objectives:

• Develop effective post‑filing client communication plans.
• Apply techniques to retain and renew engagement.
• Evaluate opportunities to upsell advisory services.
• Plan and schedule future client work and internal workflows.

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!

Description:
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.

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!

Description:
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.

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!

Description:
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.

Description:
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.

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!

Description:
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.

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!

Description:
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.

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!

Description:
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.

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!

Description:

This session provides an in-depth examination of cost segregation studies and fixed asset accounting under current federal tax law, with focused discussion on how provisions of the One Big Beautiful Bill Act (OBBBA) interact with existing depreciation rules and recovery periods. Participants will review qualifying property, asset classification principles, and depreciation timing considerations while exploring how enacted OBBBA provisions influence planning strategies, documentation expectations, and long-term depreciation outcomes.

The program emphasizes practitioner judgment, audit readiness, and compliance within the existing statutory framework rather than treating the OBBBA as a wholesale rewrite of cost recovery rules.

Delivery Method: Live webinar

Learning Objectives:

• Define cost segregation and identify qualifying property eligible for accelerated depreciation under current law.
• Apply fixed asset classification techniques consistent with MACRS, recovery periods, and depreciation conventions.
• Assess how enacted OBBBA provisions affect depreciation timing, planning considerations, and long-term cost recovery strategies.
• Implement cost segregation approaches that balance tax optimization, documentation standards, and audit risk management.

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!

Description:

This session examines the federal tax treatment of the qualified business income (QBI) deduction for pass-through entities and the qualified small business stock (QSBS) exclusion under current law. The program emphasizes eligibility requirements, calculation mechanics, and documentation standards, with focused discussion on how provisions of the One Big Beautiful Bill Act (OBBBA) interact with existing statutory frameworks.

Rather than treating the OBBBA as a wholesale revision of §199A or §1202, the session explores how enacted provisions affect planning considerations, timing decisions, and practitioner judgment when advising eligible taxpayers and business owners.

Delivery Method: Live webinar

Learning Objectives:

• Explain eligibility requirements and calculation mechanics for the qualified business income deduction under §199A.
• Identify the statutory requirements for the exclusion of gain on qualified small business stock under §1202.
• Analyze how enacted OBBBA provisions affect planning considerations, timing strategies, and compliance expectations related to these benefits.
• Apply practical planning approaches for eligible taxpayers while balancing tax optimization, documentation, and audit risk.

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!

Description:

This session provides a detailed examination of federal depreciation rules, a step-by-step walkthrough of IRS Form 4562, and an analysis of research and development (R&D) expense treatment under current law. Participants will review asset eligibility, depreciation methods, and reporting mechanics, with focused discussion on how enacted provisions of the One Big Beautiful Bill Act (OBBBA) interact with existing cost recovery and capitalization frameworks.

Rather than treating the OBBBA as a wholesale rewrite of depreciation or R&D rules, the program emphasizes timing considerations, compliance mechanics, and practitioner judgment within the existing statutory structure. Instruction includes practical examples, common reporting errors, and a discussion of current compliance trends affecting depreciation and R&D expense treatment.

Delivery Method: Live webinar with SME and host.

Learning Objectives:

• Identify depreciable property and apply appropriate depreciation methods, recovery periods, and conventions under current law.
• Accurately complete IRS Form 4562, including special situations such as bonus depreciation, §179 elections, and listed property.
• Explain the federal tax treatment of research and development expenditures, including capitalization and amortization requirements.
• Assess how enacted OBBBA provisions affect timing, compliance considerations, and planning judgment related to depreciation and R&D expenses.