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  • Includes a Live Web Event on 12/04/2024 at 5:15 PM (EST)

    Date: 12/4/2024 Time: 2:00 PM ET - 3:00 PM ET; Join us for Tax Talk Live! An event for members by members! In our expert-led forum we will go over tax questions and issues that have been brought up in our community! Help us foster a vibrant community where knowledge-sharing and networking opportunities thrive.

    Engage in dynamic discussions with peers, sharing experiences and learning from one another. Your questions take center stage, providing a direct line to experts and ensuring a rich, interactive experience.

    There is no CPE with this discussion.  

    Joshua Caulfield, IOM

    CEO

    NSA

    Joshua Caulfield, IOM, worked in non-profit associations since 1997 and has been the CEO of six organizations resulting in significant revenue and membership growth.  Mr. Caulfield has received presidential awards from the American Institute of Architecture Students (AIAS) and the American Medical Student Association (AMSA) and earned the US Chamber of Commerce’s Institute of Organizational Management (IOM) certification.

    Joshua is a published author of several articles and books on Organizational Management and Membership Recruitment, including “Outreach: Recruiting Members Painlessly”.

    He is an accomplished speaker on technology adaptation, pricing policy, and leadership topics and he has developed programs for the American Society of Association Executives (ASAE).

  • Includes a Live Web Event on 11/06/2024 at 2:00 PM (EST)

    Date: 11/6/2024 Time: 2:00 PM ET - 3:00 PM ET; Join us for Tax Talk Live! An event for members by members! In our expert-led forum we will go over tax questions and issues that have been brought up in our community! Help us foster a vibrant community where knowledge-sharing and networking opportunities thrive.

    Engage in dynamic discussions with peers, sharing experiences and learning from one another. Your questions take center stage, providing a direct line to experts and ensuring a rich, interactive experience.

    There is no CPE with this discussion.  

    Joshua Caulfield, IOM

    CEO

    NSA

    Joshua Caulfield, IOM, worked in non-profit associations since 1997 and has been the CEO of six organizations resulting in significant revenue and membership growth.  Mr. Caulfield has received presidential awards from the American Institute of Architecture Students (AIAS) and the American Medical Student Association (AMSA) and earned the US Chamber of Commerce’s Institute of Organizational Management (IOM) certification.

    Joshua is a published author of several articles and books on Organizational Management and Membership Recruitment, including “Outreach: Recruiting Members Painlessly”.

    He is an accomplished speaker on technology adaptation, pricing policy, and leadership topics and he has developed programs for the American Society of Association Executives (ASAE).

  • Includes a Live Web Event on 10/02/2024 at 2:00 PM (EDT)

    Date: 10/2/2024 Time: 2:00 PM ET - 3:00 PM ET; Join us for Tax Talk Live! An event for members by members! In our expert-led forum we will go over tax questions and issues that have been brought up in our community! Help us foster a vibrant community where knowledge-sharing and networking opportunities thrive.

    Engage in dynamic discussions with peers, sharing experiences and learning from one another. Your questions take center stage, providing a direct line to experts and ensuring a rich, interactive experience.

    There is no CPE with this discussion.  

    Joshua Caulfield, IOM

    CEO

    NSA

    Joshua Caulfield, IOM, worked in non-profit associations since 1997 and has been the CEO of six organizations resulting in significant revenue and membership growth.  Mr. Caulfield has received presidential awards from the American Institute of Architecture Students (AIAS) and the American Medical Student Association (AMSA) and earned the US Chamber of Commerce’s Institute of Organizational Management (IOM) certification.

    Joshua is a published author of several articles and books on Organizational Management and Membership Recruitment, including “Outreach: Recruiting Members Painlessly”.

    He is an accomplished speaker on technology adaptation, pricing policy, and leadership topics and he has developed programs for the American Society of Association Executives (ASAE).

  • Includes a Live Web Event on 09/04/2024 at 2:00 PM (EDT)

    Date: 09/4/2024 Time: 2:00 PM ET - 3:00 PM ET; Join us for Tax Talk Live! An event for members by members! In our expert-led forum we will go over tax questions and issues that have been brought up in our community! Help us foster a vibrant community where knowledge-sharing and networking opportunities thrive.

    Engage in dynamic discussions with peers, sharing experiences and learning from one another. Your questions take center stage, providing a direct line to experts and ensuring a rich, interactive experience.

    There is no CPE with this discussion.  

    Joshua Caulfield, IOM

    CEO

    NSA

    Joshua Caulfield, IOM, worked in non-profit associations since 1997 and has been the CEO of six organizations resulting in significant revenue and membership growth.  Mr. Caulfield has received presidential awards from the American Institute of Architecture Students (AIAS) and the American Medical Student Association (AMSA) and earned the US Chamber of Commerce’s Institute of Organizational Management (IOM) certification.

    Joshua is a published author of several articles and books on Organizational Management and Membership Recruitment, including “Outreach: Recruiting Members Painlessly”.

    He is an accomplished speaker on technology adaptation, pricing policy, and leadership topics and he has developed programs for the American Society of Association Executives (ASAE).

  • Includes a Live Web Event on 08/07/2024 at 2:00 PM (EDT)

    Date: 08/7/2024 Time: 2:00 PM ET - 3:00 PM ET; Join us for Tax Talk Live! An event for members by members! In our expert-led forum we will go over tax questions and issues that have been brought up in our community! Help us foster a vibrant community where knowledge-sharing and networking opportunities thrive.

    Engage in dynamic discussions with peers, sharing experiences and learning from one another. Your questions take center stage, providing a direct line to experts and ensuring a rich, interactive experience.

    There is no CPE with this discussion.  

    Joshua Caulfield, IOM

    CEO

    NSA

    Joshua Caulfield, IOM, worked in non-profit associations since 1997 and has been the CEO of six organizations resulting in significant revenue and membership growth.  Mr. Caulfield has received presidential awards from the American Institute of Architecture Students (AIAS) and the American Medical Student Association (AMSA) and earned the US Chamber of Commerce’s Institute of Organizational Management (IOM) certification.

    Joshua is a published author of several articles and books on Organizational Management and Membership Recruitment, including “Outreach: Recruiting Members Painlessly”.

    He is an accomplished speaker on technology adaptation, pricing policy, and leadership topics and he has developed programs for the American Society of Association Executives (ASAE).

  • Includes a Live Web Event on 07/10/2024 at 2:00 PM (EDT)

    Date: 07/10/2024 Time: 2:00 PM ET - 3:00 PM ET; Join us for Tax Talk Live! An event for members by members! In our expert-led forum we will go over tax questions and issues that have been brought up in our community! Help us foster a vibrant community where knowledge-sharing and networking opportunities thrive.

    Engage in dynamic discussions with peers, sharing experiences and learning from one another. Your questions take center stage, providing a direct line to experts and ensuring a rich, interactive experience.

    There is no CPE with this discussion.  

    Joshua Caulfield, IOM

    CEO

    NSA

    Joshua Caulfield, IOM, worked in non-profit associations since 1997 and has been the CEO of six organizations resulting in significant revenue and membership growth.  Mr. Caulfield has received presidential awards from the American Institute of Architecture Students (AIAS) and the American Medical Student Association (AMSA) and earned the US Chamber of Commerce’s Institute of Organizational Management (IOM) certification.

    Joshua is a published author of several articles and books on Organizational Management and Membership Recruitment, including “Outreach: Recruiting Members Painlessly”.

    He is an accomplished speaker on technology adaptation, pricing policy, and leadership topics and he has developed programs for the American Society of Association Executives (ASAE).

  • 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

    Vice President

    Retirement Plan Specialists, Inc

    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.
     
    EMPLOYMENT HISTORY

    Ms. Turner started her career in 1973 implementing IRAs and KEOGHs for First Federal Savings and Loan in Ft. Lauderdale, Florida. In 1977, she moved to Houston and went to work as an actuarial apprentice with Hand & Associates, Inc. There she worked under William Hand, EA, President of the newly formed American Society of Pension Actuaries. In 1986, Ms. Turner moved to Jacksonville, Florida to work with Data Plans as a pension consultant. In 1989, Ms. Turner moved to Orlando where she became a founding partner in Benefit Plan Administrators, Inc. a full service administration firm, which was later sold. Ms. Turner started her consulting/administration firm in Oviedo, FL as Sandra R. Turner & Associates, Inc. which became Retirement Plan Specialists, Inc. in 1997.

    PROFESSIONAL ACTIVITIES

    • National Federation of Independent Business (NFIB) – Ms. Turner has been on the state and federal Leadership Council since 1995, working with regulators and legislators on pension and tax issues affecting small business.

    • Small Business Council of America (SBCA) – Ms. Turner has been on the Business Advisory Board for over fifteen years. The mission of this organization is to promote favorable tax and employee benefits laws for small businesses and their owners.

    • SBA – Office of Advocacy Roundtables – As a representative of NFIB and SBCA, Ms. Turner actively participates in the Pension and Tax Roundtables sponsored by the Office of Advocacy meeting directly with regulators from the DOL and IRS on concerns affecting small business.

    • Speaker – Ms. Turner regularly speaks to groups concerning the current regulatory status of retirement plans. She also provides continuing education to her peers, the financial industry, CPAs and attorneys.

    • Discussion Groups – Ms. Turner is considered an expert of cash balance plans having worked directly with the government on regulations since their inception and implementing them with her clients beginning 2004. She most recently was active on Section 199A legislation up to it’s implementation in December 2017 and the Cares Act Changes to Retirement plans in early 2020

    EDUCATION

    Ms. Turner holds a Bachelor degree in Mathematics from Florida Atlantic University in Boca Raton, Florida.

  • 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

    Vice President

    Retirement Plan Specialists, Inc

    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.
     
    EMPLOYMENT HISTORY

    Ms. Turner started her career in 1973 implementing IRAs and KEOGHs for First Federal Savings and Loan in Ft. Lauderdale, Florida. In 1977, she moved to Houston and went to work as an actuarial apprentice with Hand & Associates, Inc. There she worked under William Hand, EA, President of the newly formed American Society of Pension Actuaries. In 1986, Ms. Turner moved to Jacksonville, Florida to work with Data Plans as a pension consultant. In 1989, Ms. Turner moved to Orlando where she became a founding partner in Benefit Plan Administrators, Inc. a full service administration firm, which was later sold. Ms. Turner started her consulting/administration firm in Oviedo, FL as Sandra R. Turner & Associates, Inc. which became Retirement Plan Specialists, Inc. in 1997.

    PROFESSIONAL ACTIVITIES

    • National Federation of Independent Business (NFIB) – Ms. Turner has been on the state and federal Leadership Council since 1995, working with regulators and legislators on pension and tax issues affecting small business.

    • Small Business Council of America (SBCA) – Ms. Turner has been on the Business Advisory Board for over fifteen years. The mission of this organization is to promote favorable tax and employee benefits laws for small businesses and their owners.

    • SBA – Office of Advocacy Roundtables – As a representative of NFIB and SBCA, Ms. Turner actively participates in the Pension and Tax Roundtables sponsored by the Office of Advocacy meeting directly with regulators from the DOL and IRS on concerns affecting small business.

    • Speaker – Ms. Turner regularly speaks to groups concerning the current regulatory status of retirement plans. She also provides continuing education to her peers, the financial industry, CPAs and attorneys.

    • Discussion Groups – Ms. Turner is considered an expert of cash balance plans having worked directly with the government on regulations since their inception and implementing them with her clients beginning 2004. She most recently was active on Section 199A legislation up to it’s implementation in December 2017 and the Cares Act Changes to Retirement plans in early 2020

    EDUCATION

    Ms. Turner holds a Bachelor degree in Mathematics from Florida Atlantic University in Boca Raton, Florida.

  • 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.

  • 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.

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.