NSA Learning Center
Upcoming Education Sessions
Register for our upcoming sessions below!
(Please log in to your NSA Member account to register)
Feel free to check out NSA’s official youtube channel for past sessions and subscribe for future updates here or go to https://www.youtube.com/@NSAofficially!
December 3rd Tax Talk Live
12/3/25, 2pm EST
Join us on Wednesday, December 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!
Retirement planning for Small Business
12/11/25, 2pm EST
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
NSA Member Benefit Spotlight: Tax Research with CCH Answerconnect (1 Nasba CPE Credit)
12/17/25, 2pm EST
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.
Previous Session Summaries!
Find our YouTube Channel with all previous sessions here at https://www.youtube.com/@NSAofficially
Exit Planning Isn’t Just for Your Clients — It’s for You, Too
You’re going to exit your practice someday. The real question is: will it be on your terms? In NSA’s recent webinar “Plan Your Best Exit for You and Your Clients,” Jim Haviland and Scott Sommers of FirstOS walked members through the emotional and financial realities...
August 25′ Tax Talk Live: H.R.1 (aka the One Big Beautiful Bill) Discussion Summary
In August’s edition of Tax Talk Live, NSA’s member forum for timely tax and practice discussions, members gathered to examine the early details and potential implications of H.R. 1—referred to by some as the “Big Beautiful Bill.”
TOPIC SUGGESTIONS
Are there any topics that you’d like to have discussed more in-depth? Submit your suggestions below!
Only submit topics for the next month by the end of the month for consideration!
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