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  • Tax Ethics

    Contains 7 Component(s), 2 credits offered Recorded On: 12/21/2018

    One of the most important courses accountants take each year is their annual ethics. Using proper ethical tools, such as due diligence, allows accountants to avoid many malpractice issues. In this class, we will discuss tax quality control documents, their impact on a tax practice, and how having proper procedures in a tax qualify control document and reduce the risks of a malpractice lawsuit.

    One of the most important courses accountants take each year is their annual ethics. Using proper ethical tools, such as due diligence, allows accountants to avoid many malpractice issues. In this class, we will discuss tax quality control documents, their impact on a tax practice, and how having proper procedures in a tax qualify control document and reduce the risks of a malpractice lawsuit. 

    Learning Objectives:

    • Learn how to reduce the potential for malpractice issues
    • Obtain an understanding of how a tax quality control document can do for your firm
    • Understand the sources of tax ethics and the potential problems ignoring them could be
    • Learn best practices to help you stay in compliance with the relevant sources of tax ethics
    • Obtain a greater idea of the risks associated with being unethical

    Presented by Nicholas Preusch, CPA

    IRS CE: 2 Hours/Ethics
    NASBA CE: 2 Hours/Ethics

    NSA ConnectED Webinar Series 
    Program Level: Basic
    Prerequisites: None
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmaket.org.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

    Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    Nicholas Preusch, JD, CPA, LLM, CTRS

    Nicholas Preusch is tax manager with PBMares, LLP in Fredericksburg, VA where his main focus is on tax ethics and tax controversy. A former attorney with the IRS Office of Professional Responsibility, he has been published in the Journal of Tax Practice and Procedure, The Tax Adviser, TAXPRO Journal and the Journal of Accountancy and co-authored Tax Preparer Penalties and Circular 230 Enforcement.

    Nick has has spoken nationally, mainly for the American Society of Tax Problem Solvers. Topics include: Circular 230, IRS Summons Authority, Statutes of Limitation, FOIA, Claims for Refunds, and analyzing tax returns. He is also an adjunct professor at the University of Mary Washington and has been appointed to the AICPA's Tax Practice Responsibilities Committee for 2016-2017.

  • Post- Regs. Analysis of the Sec. 199A QBID

    Contains 8 Component(s), 2 credits offered Recorded On: 12/11/2018

    This course reviews the impact of the new tax law on Partnerships, S corporations, Trusts and Unincorporated businesses including a detailed explanation of the new Qualified Business Income Deduction. IRS CE: 2 Hours/Federal Tax Law NASBA CE: 2 Hours/Taxes

    The Tax Cuts and Jobs Act is the biggest change to the US tax code in over 30 years.  It is imperative to examine the significant tax law changes made to the way unincorporated businesses will be taxed starting with 2018 tax year, and to understand the impact of recently-issued regulatory guidance. 

    This course reviews the impact of the new tax law on Partnerships, S corporations, Trusts and Unincorporated businesses including a detailed explanation of the new Qualified Business Income Deduction.  Topics covered include:

    •   Definition of a Qualified Business

    •   Limitations on the Qualified Business Income Deduction

    •   Computational Examples

    •   Reporting requirements for pass-through entities


    This course will also highlight several aspects of the Proposed Regulations, including the following:

    •   Computational clarifications

    •   Treatment of self-rentals

    •   Examples of included and excluded Qualified Business Income (QBI)

    •   Employee “reputation and skill” definitions

    •   Clarifying definitions of Specified Service Trade or Business (SSTB)

    •   Three safe-harbor methods of calculating W-2 wages

    •   Aggregation and grouping requirements

    •   Reporting negative QBIs


    Tax planning strategies are interwoven in the course, including such topics as entity tax rate comparisons, maximizing the QBI deduction, special S corporation planning, and other tax-saving ideas.

     

    Learning Objectives

    Upon completion of this course you will be able to:

    •   Explain how the new tax act benefits unincorporated businesses, and the possible impact of recent Proposed Regulations

    •   Identify what qualifies as Qualified Business Income, how to compute the Qualified Business Income Deduction, and clarifying examples per the Proposed Regulations

    •   Dissect how the Qualified Business Income Deduction may be phased-out or eliminated for Specified Service Trade or Business (SSTB), and how such deduction may be subject to the W-2 wage and unadjusted basis of qualified property (UBIA) limits

    •   Recall regulatory definitions for such important Sec. 199A concepts as self-rentals, reputation and skills, and reporting W-2 wages, and aggregation of businesses

    •   Define reporting requirements for pass-through entities, as clarified by the proposed regulations

    •   Judge whether an unincorporated entity should take advantage of the QBI deduction or incorporate to take advantage of the new lower corporate tax rates

    •   Analyze tax planning strategies to maximize the QBI Deduction

     

    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Taxes

    Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, CPA, Ph.D.

    NSA ConnectED Webinar Series
    Program Level: Basic
    Prerequisites: None
    Advance Preparation: None
    Delivery Method: QAS Self-Study

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

    Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    John O. Everett, CPA, Ph.D

    John O. Everett, CPA, Ph.D

    John O. Everett, CPA, Ph.D., is Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA. John's teaching specialty is federal taxation. He has authored or co-authored over 90 articles in academic and professional journals including the NSA EA Exam Review Course and 1040 101 Course, and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning With the Computer.

    ​Cherie J. Hennig, CPA Ph.D.

    ​Cherie J. Hennig, CPA, Ph.D.

    Cherie J. Hennig, CPA, Ph.D., began her career as an IRS Revenue Agent in Denver, CO. She has taught undergraduate and graduate tax courses at Florida International University, Colorado State University, the University of South Florida, and Virginia Tech. She has published articles in leading tax journals, co-authored two tax texts and written and taught numerous continuing professional education courses. She is a co-author of NSA's 1040 101 course.

  • Cyber Security for Tax Professionals

    Contains 6 Component(s), 1 credit offered Recorded On: 11/07/2018

    Tax professionals are becoming a frequent target for hackers and other cyber criminals. This course will cover the most common forms of cybercrime, including corporate account takeover, identify theft, data theft, and ransomware. The presenter will discuss steps that professionals can take to mitigate the risk of cyber-attacks. The attendees will also learn about the ethical duties that tax practitioners have with respect to protecting client data.

    Tax professionals are becoming a frequent target for hackers and other cyber criminals. This course will cover the most common forms of cybercrime, including corporate account takeover, identify theft, data theft, and ransomware. The presenter will discuss steps that professionals can take to mitigate the risk of cyber-attacks. The attendees will also learn about the ethical duties that tax practitioners have with respect to protecting client data.

    IRS CE: 1 Hour/Federal Tax Law; 

    NASBA CE: 1 Hour/Taxes

    Presented by T. Joshua Wu


    NSA ConnectED Webinar Series 
    Program Level: Basic
    Prerequisites: None
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.


    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

    Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    T. Joshua (“Josh”) Wu

    Josh Wu advises large corporations, mid-size businesses, startup companies, and high-net-worth individuals on all aspects of federal tax law. He has particular experience with resolving complex IRS audits, administrative appeals, civil tax litigation, offshore trusts and assets, multijurisdictional investigations, and IRS collection matters. 

    Josh represents clients in an array of tax controversies and tax litigation matters before the Internal Revenue Service(IRS), the U.S. Tax Court, the U.S. Court of Federal Claims, and the U.S. Court of Appeals for the Federal Circuit.

    He regularly helps clients respond to IRS information document requests, manage electronic discovery, prepare for
    interviews with the IRS, and navigate procedural issues.


    Prior to joining Clark Hill Strasburger, Josh worked for several international law firms and has been quoted in major
    news outlets such as The Street, Federal Tax Weekly, and Business News Daily.

  • Business Provisions of the New Tax Law

    Contains 5 Component(s), 1 credit offered

    Tax professionals in attendance will learn about the most significant tax law changes in 30 years for business taxpayers, whether Schedule C, C corp, S Corp or Partnership, including Estates and Trusts.

    Tax professionals in attendance will learn about the most significant tax law changes in 30 years for business taxpayers, whether Schedule C, C corp, S Corp or Partnership, including Estates and Trusts.  All business taxpayers are affected - no one escapes.  

    Tax professionals will:   

    1. Comprehend the concept of the C corporation and the new flat tax rate of 21%, changes for fiscal year taxpayers, and which C corps are in danger.
    2. Review the rules on Meals and Entertainment.
    3. Interpret the new rules on depreciation, including bonus and why IRC 179 is no longer the primary method to expense.
    4. Learn about the IRC 199A deduction, known as the 20%, when it is available and who will not get this benefit.
    5. Evaluate issues of changing federal tax classification and whether it is appropriate for the taxpayer.

    IRS CE: 1 Hour/Federal Tax Law Update

    NASBA CE: 1 Hour/Tax Law Update

    Presented by Beanna J. Whitlock, EA CSA

    NSA ConnectED Webinar Series 
    Program Level: Basic
    Prerequisites: None
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.


    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

    Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    Beanna J. Whitlock, EA, CSA

    Beanna is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in Canyon Lake, TX.

    A tax law instructor for more than 40 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations.  Beanna has taught tax professionals across the country and is an adjunct professor for Auburn University.  She is a faculty member of the National Center for Professional Education. She is the Executive Director of the ncpefellowship, a web based organization providing educational resources and practice management tools for tax professionals at www.ncpefellowship.com.

    She has testified before Congress, Treasury and the IRS Oversight Board.  She has served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner’s Advisory Group (CAG).  She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s Award for Excellence of Service.

    She has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years, by the National Society of Accountants as the Speaker of the Year, by the National Association of Tax Professionals as Member of the Month, by the National Association of Enrolled Agents with the Founder's Award, the Texas Society of Enrolled Agents with the Founder's Award and Educator of the Year, as well as the California Society of Tax Consultants Member of the Year.  The National Conference of CPA Practitioners honored Beanna in 2015 with the Excellence in Education Award.  Beanna is a member of the National Society of Accountants - NSA.

    Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the tax professional community.

  • How to Grow Your Firm the Easy Way Webinar Series

    Contains 3 Product(s)

    Growing your tax and accounting firm doesn’t have to be hard! It can be easy if you know exactly where to put your focus. The secret is to focus on the “levers” in your practice – the things that will give you a disproportionate amount of “payoff” compared to the amount of effort you spend. Join us for this FREE 3-part webinar series and discover how to grow your firm the easy way!

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    Growing your tax and accounting firm doesn't have to be hard! It can be easy if you know exactly where to put your focus…

    The secret is to focus on the “levers" in your practice – the things that will give you a disproportionate amount of “payoff" compared to the amount of effort you spend.

    Join us for this FREE 3-part special webinar series and
    discover how to grow your firm the easy way!


    By attending these webinars specifically designed for small firms, you will learn:

    • How to successfully transition out of “tax season" so you can have the “post-season" workload you really want

    • Step-by-step plans & tools for how to generate significant revenue during the post-season months

    • How to effectively raise your prices to increase your year-round revenue

    • How to roll-out a new price structure with existing clients & minimize any push-back

    • Key strategies for how to communicate with clients so they'll listen to you and respond to your requests

    • And much more! (Click on the session titles below or on the content tab above to read each full session description!)


    The Key to Generating Post Tax Season Revenue

    Recorded on June 14, 2016


    Double Your Fees

    Recorded on July 7, 2016

    Client Obedience Training

    Recorded on July 19, 2016

    Register for FREE!

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    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

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    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

  • Client Obedience Training

    Contains 1 Component(s)

    No your clients aren't dogs, they are your greatest asset! Left untended and untrained, however, they can become your biggest resentment and most challenging obstacle for you getting things done inside your practice. To serve your clients to their greatest benefit you need their help. When it comes to taxes and finances, you need to be the alpha dog in the relationship. Join us for a special, FREE, 1-hour webinar.

    No your clients aren't dogs, they are your greatest asset!

    Left untended and untrained, however, they can become your biggest resentment and most challenging obstacle for you getting things done inside your practice.

    To serve your clients to their greatest benefit you need their help. When it comes to taxes and finances, you need to be the alpha dog in the relationship.

    Join us for a special, FREE, 1-hour webinar
    Client Obedience Training

    This webinar will discuss how to be a leader in the relationship with your clients so you and your clients can thrive.

    You'll receive tangible methods for how to be in control and relieve stress and tension.

    By attending this session you will learn:

    • How to re-define your role with clients
    • How to set personal & professional boundaries
    • Why it's important to create the framework for “obedience"
    • The Keys to getting client relationships “right" from the start
    • How to teach an “old dog" new tricks!

    **Special Bonus: All attending this webinar will receive, ready-to-use, best practice templates so you can implement everything you'll learn right away!

    Join us and discover how to lower your stress level and receive more value from your client relationships.

    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

  • Double Your Fees

    Contains 1 Component(s)

    ​Wish you could generate more revenue simply by increasing your fees? You can, and it's not too late if you know the right tactics for how to do it. 97% of tax professionals agree that their fees are too low! It's time for that to change. Join us for a special, FREE, 1-hour webinar

    Wish you could generate more revenue simply by increasing your fees?

    You can, and it's not too late if you know the right tactics for how to do it.

    97% of tax professionals agree that their fees are too low! It's time for that to change.

    Join us for a special, FREE, 1-hour webinar
    Double Your Fees - How to Significantly Increase Your Revenue by Raising Your Prices

    This webinar is packed with Step-by-Step instructions and actionable tactics you can start using immediately.

    Taught by Chris Basom, a 34-year tax pro, learn exactly how he increased his average 1040 fee by 74%.

    By attending this webinar you will learn:

    • Why your fees are way too low and deserve to be increased

    • Why raising your fee is totally achievable in today's market

    • How to overcome the fear of losing clients when raising your fees

    • How to proactively address & eliminate client push-back on your pricing

    • The simple and proven 3-step system for implementing a fee increase in your firm

    **Special Bonus: All attending this webinar will receive 10, ready-to-use, best practice templates so you can implement everything you'll learn right away!

    It's not too late to make this year your most profitable one ever! Join us for this special webinar and learn exactly how to successfully increase your fees.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

  • The Key to Generating Post Tax Season Revenue

    Contains 1 Component(s) Recorded On: 06/14/2016

    Tax Season makes up only 1/3rd of the year, but for most small firms it accounts for over 75% of the firm's revenue. Why is that? Why aren't firms fully utilizing the largest part of the year to increase their overall revenue and profits? Join us for a special, FREE, 1-hour packed with step-by-step instructions for how you can utilize the other two thirds of your year outside of tax season to generate revenue for your firm and help you reach your goals

    What's one unique perspective that today's most successful and profitable firms share?

    They understand the most important part of the year for their firm isn't tax season – it's the
    “Post-Season" – the time from May to January.

    Tax Season makes up only 1/3rd of the year, but for most small firms it accounts for over 75% of the firm's revenue. Why is that?

    Why aren't firms fully utilizing the largest part of the year to increase their overall revenue and profits?

    Join us for a special, FREE, 1-hour webinar
    The Key to Generating Post-Season Revenue

    This webinar is packed with step-by-step instructions for how you can utilize the other two thirds of your year outside of tax season to generate revenue for your firm and help you reach your goals.

    By attending this session you will learn:

    • How to identify your true off-season goals (and not feel bad about them)
    • How to analyze the metrics of tax season & understand what really happened in your firm
    • How to talk to clients & identify what additional services they need from you
    • How to design a specific 90-day plan to jump start your post-season revenue
    • The key strategies for how to successfully implement your plan for tangible results
    • How to map out the rest of your year so you can conquer your revenue goals

    **Special Bonus – All attending this webinar will receive 10, ready-to-use, best practice templates so you can implement what you learn right away.

    Join us for this valuable webinar and learn exactly how to make this your best post-season ever!

    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

  • 2018 EA Exam Prep Part 2: Businesses Part 2

    Contains 2 Component(s)

    This is the second of two 3-hour webinars that reviews topics that are often tested on Part 2 - Businesses of the Enrolled Agents Exam. There is NO CPE offered for viewing the recorded material. IRS CE: 0 NASBA CE: 0

    EA Part 2: Businesses

    There are two 3-hour webinars devoted to Part 2 - Businesses of the Enrolled Agents Exam.

    EA Businesses Part 2
    recorded June 14, 2018

    This webinar will review ten topics that are often tested on Part 2 of the exam, including all tax issues related to both C Corporations and S Corporations, estate and trust income taxation, and business retirement plans. Materials include several comprehensive diagrams covering such topics corporate formation, corporate tax format, corporate distributions, and business retirement plans. Length: 3-hours.

    1. C Corporations: Formation Issues Under Sec.351
    2. C Corporations: Dividends Received Deduction and Charitable Deduction
    3. C Corporations: Other Deductions
    4. C Corporations: Capital Transactions and Related Party Rules
    5. C Corporations: Earnings and Profits (E&P) Determinations
    6. C Corporations: Distributions
    7. S Corporations: Key Requirements
    8. S Corporations: Taxable Income and Distributions
    9. Estate and Trust Income Taxation: A Broad View
    10. Business Retirement Plans

    • Sample questions for each topic are interspersed within the presentation and will be worked on and explained.
    • Test-taking tips and tricks will be emphasized.
    • You'll also receive a link to the "Top 150" questions per part—essential questions complete with explanations on topics that you will absolutely need to master to pass the EA exam.

    Learning Objectives

    After attending this seminar, you should be able to:

    • Identify the tax gain or loss and basis rules related to the formation of a corporation under Sec. 351
    • Explain the special tax rules related to corporate dividends received and charitable deductions, other deductions, and corporate capital transactions
    • Recognize the key components of corporate “earnings and profits” and the effects on corporate distributions
    • Delineate the key qualifications for S Corporation status
    • Provide an overview of estate & trust income taxation
    • Specify and apply the key requirements of qualified corporate retirement plans

    Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, CPA, Ph.D.

    IRS CE: 0
    NASBA CE: 0

    NSA EA Exam Prep Webinars

    This series of four webinars cover selected, heavily-tested parts of the Enrolled Agent (EA) exam--you can take the complete series or any part. 

    Part 1: Individuals (3 hours)
    Part 2: Businesses (two different 3-hour webinars cover the content in Part 2)
    Part 3: Representation, Practice and Procedures (2 hours)

    NSA ConnectED Webinar Series
    Program Level: Basic
    Prerequisites
    : None
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

    Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    John O. Everett, CPA, Ph.D

    John O. Everett, CPA, Ph.D

    John O. Everett, CPA, Ph.D., is Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA. John's teaching specialty is federal taxation. He has authored or co-authored over 90 articles in academic and professional journals including the NSA EA Exam Review Course and 1040 101 Course, and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning With the Computer.

    ​Cherie J. Hennig, CPA Ph.D.

    ​Cherie J. Hennig, CPA, Ph.D.

    Cherie J. Hennig, CPA, Ph.D., began her career as an IRS Revenue Agent in Denver, CO. She has taught undergraduate and graduate tax courses at Florida International University, Colorado State University, the University of South Florida, and Virginia Tech. She has published articles in leading tax journals, co-authored two tax texts and written and taught numerous continuing professional education courses. She is a co-author of NSA's 1040 101 course.

  • 2018 EA Exam Prep Part 2: Businesses Part 1

    Contains 2 Component(s)

    This is the first of two 3-hours webinars that reviews topics that are often tested on Part 2 - Businesses of the Enrolled Agents Exam. Part 2: Businesses (two different 3-hour webinars cover the content in Part 2) There is NO CPE offered for viewing the recorded material IRS CE: 0 NASBA CE: 0

    EA Part 2: Businesses

    There are two 3-hour webinars devoted to Part 2 - Businesses of the Enrolled Agents Exam

    EA Businesses Part 1
    recorded on June 13, 2018

    This webinar will cover ten topics often tested on Part 2, including business income and expense topics applicable to all businesses, sales or exchanges of business properties, and partnership taxation. Materials include several comprehensive diagrams covering such topics as MACRS rules, tax-deferred exchanges, Sec. 1231 property nettings, depreciation recaptures, and partnership formations. Length: 3-hours.
    1. Business Income: Special Inclusion Rules
    2. MACRS Cost Recovery Deductions
    3. Business Bad Debt Deductions
    4. Tax-Deferred Exchanges
    5. Sec. 1231 Gains and Losses
    6. Depreciation Recaptures
    7. Self-employment Taxes, Estimated Taxes, ACA Penalties, and Other Special Computations
    8. Partnerships: Formation Issues at Under Sec. 721
    9. Partnerships: Reporting Partnership Income and Guaranteed Payments
    10. Partnerships: Distributions and Sales of a Partnership Interest

    • Sample questions for each topic are interspersed within the presentation and will be worked on and explained.
    • Test-taking tips and tricks will be emphasized.
    • You'll also receive a link to the "Top 150" questions per part—essential questions complete with explanations on topics that you will absolutely need to master to pass the EA exam.


    Presented by John O. Everett, CPA, Ph.D., and Cherie J. Hennig, CPA, Ph.D.

    IRS CE: 0
    NASBA CE: 0

    NSA EA Exam Prep Webinars

    This series of four webinars cover selected, heavily-tested parts of the Enrolled Agent (EA) exam--you can take the complete series or any part.

    June 7, 2018: Part 1: Individuals (3 hours)
    June 13, 2018 & June 14, 2018: Part 2: Businesses (two different 3-hour webinars cover the content in Part 2)
    June 20, 2018: Part 3: Representation, Practice and Procedures (2 hours)

    NSA ConnectED Webinar Series
    Program Level: Basic
    Prerequisites
    : None
    Advance Preparation: None
    Delivery Method: Group-Internet Based

    No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

    NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

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    The National Society of Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

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    CTEC_Logo_2008.jpg

    NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.

    Order 4 or more webinars in one order save 20%! Click "Add More Webinars" and when you have at least 4 webinars in your cart, 20% will be taken off at the final step of checkout when you click "Next".

    John O. Everett, CPA, Ph.D

    John O. Everett, CPA, Ph.D

    John O. Everett, CPA, Ph.D., is Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA. John's teaching specialty is federal taxation. He has authored or co-authored over 90 articles in academic and professional journals including the NSA EA Exam Review Course and 1040 101 Course, and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning With the Computer.

    ​Cherie J. Hennig, CPA Ph.D.

    ​Cherie J. Hennig, CPA, Ph.D.

    Cherie J. Hennig, CPA, Ph.D., began her career as an IRS Revenue Agent in Denver, CO. She has taught undergraduate and graduate tax courses at Florida International University, Colorado State University, the University of South Florida, and Virginia Tech. She has published articles in leading tax journals, co-authored two tax texts and written and taught numerous continuing professional education courses. She is a co-author of NSA's 1040 101 course.