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: […]
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!
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 […]
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!
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. […]
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!
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 […]
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!
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 […]
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. […]