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  • Client Retention and Client Termination
    Includes a Live Web Event on 12/20/2023 at 3:00 PM (EST)

    Date: 12/20/2023; Time: 3:00 PM - 4:00 PM ET; Enhance your tax practice with our Client Retention and Termination course. Learn strategies to cultivate lasting client relationships and navigate professional terminations effectively. Elevate your client and practice management skills.

    Course Description:

    Enhance your tax practice with our Client Retention and Termination course. Learn strategies to cultivate lasting client relationships and navigate professional terminations effectively. Elevate your client and practice management skills.

    Learning Objectives

    Explain the techniques to strengthen client relationships.
    Describe the skills for effective communication during client termination.
    Discuss the ethical considerations and legal aspects in client retention and termination.

    NASBA CE: 1.0 Hour/Practice Management/Business Development 

    IRS:  0 Hours CTEC CE:  0 Hours 

    NSA Webinar 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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    Ken Portera

    Owner

    Kenneth Portera EA, ATP has been preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC a year-round tax preparation and accounting firm which he started in 2009. His practice provides tax controversy representation, tax preparation for individuals, partnerships, corporations, estates, non-profits and gift tax filings. Prior to going off on his own he held positions of CEO, CFO, Treasurer, and Controller for various financial service companies. He holds an undergraduate degree in accounting from Pace University and completed some specialized graduate courses from The New School a NYC University.  Ken taught as an adjunct for 13 years in the New York City University system as part of the accounting and finance department and has held positions on the Board of the New Jersey Chapter of the NATP and is a past director of the NJSEA.

  • Accredited Retirement Advisor Exam Review Webinar - Part 2
    Recorded On: 08/11/2022

    Part 2 of the ARA Exam Review will focus on the review and emphasis of knowledge in the areas of Personal Residence, Decedents Final Income Tax Return, Income Taxation of Estates and Trusts, Federal Gift Tax, Federal Estate Tax Returns and Tools of Estate Planning along with Ethics topics. CPE: 0

    This 2-hour webinar will review Personal Residence, Decedents Final Income Tax Return, Income Taxation of Estates and Trusts, Federal Gift Tax, Federal Estate Tax Returns and Tools of Estate Planning along with Ethics topics of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam. This webinars is designed to prepare attendees for the Accredited Retirement Advisor (ARA) exam. The ARA course materials will be referenced throughout. Review of the ARA course material and/or prior knowledge in the topic areas is STRONGLY recommended before attending these webinars. You can purchase the ARA course materials here. 

    Registration for ARA examination is additional and optional. Learn more about the ARA credential here!

    Learning Objectives
    At the end of this course, you will be able to:

    • Apply the knowledge learned in the review course to pass the ARA exam.

    CPE - 0

    NSA Webinar Program Level: Basic
    Prerequisites: None
    Advance Preparation:     Recommended - https://nsawebinars.nsacct.org/ARA 
    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.


    Sandra R. Turner, ERPA, CPC, QPA

    Sandra R. Turner is the founder and vice-president of Retirement Plan Specialists, Inc. a full service
    fee-based administration, actuarial, and consulting firm for retirement plans of small to
    medium sized entities. She is a widely respected expert and an acknowledged leader in her field
    with over forty years of experience.

    ACCREDITATIONS and AWARDS
     Enrolled Retirement Plan Agent (ERPA) – Ms. Turner is licensed to practice before the
    Internal Revenue Service in retirement plan issues that are non-actuarial in scope becoming
    one of the first individuals enrolled in this designation in June, 2009.
     Certified Pension Consultant, American Society of Pension Professionals &
    Actuaries (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in March, 1990.
     Qualified Pension Administrator, American Society of Pension Professionals &
    Actuaries, (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in August, 1989
     Continued Accreditation – Ms. Turner keeps current with all continuing education credits
    as required by the IRS Office of Professional Responsibility and the American Retirement
    Association.
     2016 Connie Murdock Award – Presented by the Small Business Council of America for
    outstanding leadership and service in representing the interests of small business in tax and
    employee benefit plans.
     2015 -2017 – Florida Commission Human Relations – gubernatorial appointment by
    Governor Rick Scott as commissioner advocating human rights and nondiscrimination

  • Accredited Retirement Advisor Exam Review Webinar - Part 1
    Includes Credits Recorded On: 08/09/2022

    This 2-hour webinar will cover the first five sections of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam in the areas of Social Security, Medicare/Medicaid, Veterans Benefits, and Long-Term Care and Retirement Plans. CPE: 0

    This 2-hour webinar will cover the first five sections of the ARA course materials with the goal of enforcing knowledge to pass the ARA exam in the areas of Social Security, Medicare/Medicaid, Veterans Benefits, and Long-Term Care and Retirement Plans. This webinars is designed to prepare attendees for the Accredited Retirement Advisor (ARA) exam. The ARA course materials will be referenced throughout. Review of the ARA course material and/or prior knowledge in the topic areas is STRONGLY recommended before attending these webinars. You can purchase the ARA course materials here. 

    Registration for ARA examination is additional and optional. Learn more about the ARA credential here!

    Learning Objectives
    At the end of this course, you will be able to:

    • Apply the knowledge learned in the review course to pass the ARA exam.

    CPE - 0

    NSA Webinar Program Level: Basic
    Prerequisites: None 
    Advance Preparation: recommended -  https://nsawebinars.nsacct.org/ARA 
    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.


    Sandra R. Turner, ERPA, CPC, QPA

    Sandra R. Turner is the founder and vice-president of Retirement Plan Specialists, Inc. a full service
    fee-based administration, actuarial, and consulting firm for retirement plans of small to
    medium sized entities. She is a widely respected expert and an acknowledged leader in her field
    with over forty years of experience.

    ACCREDITATIONS and AWARDS
     Enrolled Retirement Plan Agent (ERPA) – Ms. Turner is licensed to practice before the
    Internal Revenue Service in retirement plan issues that are non-actuarial in scope becoming
    one of the first individuals enrolled in this designation in June, 2009.
     Certified Pension Consultant, American Society of Pension Professionals &
    Actuaries (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in March, 1990.
     Qualified Pension Administrator, American Society of Pension Professionals &
    Actuaries, (ASPPA). Ms. Turner met the education and experience requirements for this
    designation in August, 1989
     Continued Accreditation – Ms. Turner keeps current with all continuing education credits
    as required by the IRS Office of Professional Responsibility and the American Retirement
    Association.
     2016 Connie Murdock Award – Presented by the Small Business Council of America for
    outstanding leadership and service in representing the interests of small business in tax and
    employee benefit plans.
     2015 -2017 – Florida Commission Human Relations – gubernatorial appointment by
    Governor Rick Scott as commissioner advocating human rights and nondiscrimination

  • Accredited Tax Advisor (ATA) Course - Online/PDF version

    The ATA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This 24 chapter comprehensive course covers taxes and tax planning for businesses, corporations and partnerships, estates and trusts, consulting and ethics. Each chapter includes reference materials and review questions with answers and explanations.

  • Practical Guide to WRITING Your Data Security Plan

    Join us for this fast-paced, must-attend two-hour overview where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice and individual and business clients. CPE Credit: 0

    The IRS requires every tax professional with an PTIN to certify that they have a Data Security Plan.  This course reviews the Data Security Plan requirements of the IRS Publication 4557, Safeguarding Taxpayer Data - A Guide for your Business and presents these requirements in actionable items.  To facilitate each Tax Professional creating their own Data Security Plan, templates are provided for the Tax Professional to complete to create a customized data security plan for their business.

    Learning Objectives:
    After this webinar you will be able to:

    At the end of this course, you will be able to:

    1. Understand the requirement for a Data Security Plan

    2. Use the supplied templates, create your own Data Security Plan in less than 2 hours.

    3. Understand various strategies to safeguard your client data.

    4. Understand the need to protect your client data by various backup strategies, some of which are embedded (free) in Microsoft Windows 10.

    5. Understand the benefits of suggesting your clients apply for an IP PIN to  “lock” their tax returns - No one else can file their return or "steal" their dependents.

    CPE Credit: 0

    Speaker: Bill Nemeth, EA

    NSA Webinar Program Level: Beginner 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.

    Bill Nemeth, EA

    Bill Nemeth, EA, is an National Tax Practice Institute Fellow & currently serves on the Tax Track Committee at National Association of Enrolled Agents (NAEA).  He is the chair of the Affiliate Council & immediate past president of GAEA and has been the GAEA education chair for over 10 years.

    He has worked as a SME (Subject Matter Expert) for Prometric, the contractor that prepares and administers the Enrolled Agent Exam. He has presented webinars for a number of tax organizations (NAEA & NAEA state affiliates, ASTPS, CPA Academy, TaxPracticePro, Tax Rep Network, Latino Tax Pro). 

    Bill, with his bride Merry Brodie, practices in the Atlanta Area as Tax Audit Guardian.

  • Accredited Business Advisor/Accountant (ABA) Prep Course Package - Online/PDF version

    The ABA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA).​ Each part includes chapters of reference materials and review questions with answers and explanations. This package allows one (1) user access to the online and PDF courses for 1 year.

    The ABA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). Each part includes chapters of reference materials and review questions with answers and explanations. 

    This package allows one (1) user access to the online and PDF courses for 2 year.

    Part 1: Financial Accounting and Financial Statement Preparation, Presentation and Reporting - course sample
    Part 2: Business Consulting Services, Taxation, Business Law and Ethics - course sample

  • Accredited Business Advisor/Accountant Preparatory Course: Part 2 - Online / PDF Version

    The ABA Part 2 Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course focuses on Business Consulting Services, Taxation, Business Law and Ethics. This course includes chapters of reference material and review questions with answers and explanations.

    The ABA Part 2 Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course focuses on Business Consulting Services, Taxation, Business Law and Ethics. This course includes chapters of reference material and review questions with answers and explanations.

    Part 2 focuses on Business Consulting Services, Taxation, Business Law and Ethics. 

    Course Sample

    Purchase of an Online/PDF gives one (1) user access for 2 years. 

  • Accredited Business Advisor/Accountant (ABA) Prep Course Package - Book version

    The ABA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA).​ Each part includes chapters of reference materials and review questions with answers and explanations. This package allows one (1) user access to the online and PDF courses for 1 year.

    The ABA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). Each part includes chapters of reference materials and review questions with answers and explanations. 

    Printed book version include access to the online and PDF version for 2 years. 

    Part 1: Financial Accounting and Financial Statement Preparation, Presentation and Reporting - course sample
    Part 2: Business Consulting Services, Taxation, Business Law and Ethics - course sample

  • Accredited Business Advisor/Accountant Preparatory Course: Part 2 - Printed Book

    The ABA Part 2 Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course focuses on Business Consulting Services, Taxation, Business Law and Ethics. This course includes chapters of reference material and review questions with answers and explanations. Printed book version include access to the online and PDF version for 2 years.

    The ABA Part 2 Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course focuses on Business Consulting Services, Taxation, Business Law and Ethics. 

    Part 2 focuses on Business Consulting Services, Taxation, Business Law and Ethics. This course includes chapters of reference material and review questions with answers and explanations.  This course includes chapters of reference material and review questions with answers and explanations. 

    Printed book version include access to the online and PDF version for 2 years. 

    Course Sample

  • Accredited Retirement Advisor (ARA) Course - Online/PDF version

    The ARA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course covers topics relevant to retirement planning and special issues of senior citizens. Each chapter includes reference materials and review questions with answers and explanations.

    The ARA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This course covers topics relevant to retirement planning and special issues of senior citizens. Each chapter includes reference materials and review questions with answers and explanations.

    Areas of study include tax planning and tax preparation for decedents, estates, and trusts, Federal Gift Tax, and more.  

    Purchase of Online/PDF courses allow one (1) user access for 2 years. 

    Course Sample

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

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/.

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.