NSA

December Education Session: Pass‑Through Deductions & QSBS Exclusions, Fundamentals and BBB Impact
2026-12-09 14:00 - 15:00 (America/New_York)
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.
