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Products are filtered by different dates, depending on the combination of live and on-demand components that they contain, and on whether any live components are over or not.
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  • Mental Training for Your Practice
    Includes a Live Web Event on 06/21/2023 at 2:00 PM (EDT)

    Date: 06/021/2023; Time: 2:00 PM ET, 1.0 CPE; Money blocks are the limiting beliefs and negative thoughts that prevent you from achieving financial success. NASBA CE: 1.0 Hours/Practice Management/Personal Development IRS: 0 Hours CTEC CE: 0 Hours

    Money blocks are the limiting beliefs and negative thoughts that prevent you from achieving financial success. These beliefs can stem from childhood experiences, cultural conditioning, or previous financial failures. In this presentation, we will discuss the impact of money blocks on your business and strategies for overcoming them.

    Learning Objectives

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

    - Define and identify common money blocks that can hinder financial success in business.
    - Analyze the psychological impact of money blocks on business decision-making and financial outcomes.
    - Develop strategies for overcoming money blocks, such as reframing negative beliefs and establishing positive habits and thought patterns.
    - List the techniques used in addressing and resolving money blocks in real-world business scenarios, such as creating a financial plan or negotiating contracts.

    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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    Alex Davis

    Creator and Founder

    AGA Tax and Consulting Services LLC

    Alex Davis, CPA, CFP® is the creator and founder of AGA Tax and Consulting Services LLC. She's a highly sought after International Financial Empowerment Coach and tax strategist who didn't always have the power of finances working in her favor.  Alex knows the pain and shame of a messy financial house and feeling trapped and overwhelmed in her career.  As a single mom of 2 brilliant daughters, she pulled herself out of a deep hole of a $50,000 debt to a mountainous $300,000 net worth.  This strategic and powerful feat boosted her confidence and allowed her to leave behind a successful, yet soul-sucking career in public accounting to start her tax and financial consulting firm.  Alex has now made it her life and work mission to expertly guide other successful women to do the same.

    Website: agataxservices.com


  • An IRS Perspective: Navigating the Return Filing and Audit Processes
    Includes a Live Web Event on 06/14/2023 at 6:45 AM (EDT)

    Date: 06/14/23; Time: 2:00 PM - 4:00 PM ET; An IRS Perspective: Navigating the Return Filing and Audit Processes. Attendees will gain comprehensive knowledge and skills to navigate the complexities of tax preparation and examinations, minimizing costly errors and maximizing client benefits. CPE: 2 Hours/Federal Tax Law

    An IRS Perspective: Navigating the Return Filing and Audit Processes

    Attendees will gain comprehensive knowledge and skills to navigate the complexities of tax preparation and examinations, minimizing costly errors and maximizing client benefits. By delving into the IRS's expectations for filed returns, potential triggers for audits, and effective strategies for interacting with IRS personnel, you will develop a strong foundation for serving your clients with confidence.

    Learning Objectives

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

    - Identify items during the preparation process that will reduce audit risk.
    - Identify return characteristics that can increase audit risk.
    - Explain the different types of audits that can occur and the technical abilities of those employees.
    - Identify strategic options available to the taxpayer during the exam process.
    - Explain the Appeals process and some best practices to consider.

    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Federal Tax Law
    CTEC CE: 2 Hours/Federal Tax Law
    ACAT CE: 2 Hours/Federal Tax Law

    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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    Kelly Myers

    Owner

    Myers Consulting Group, LLC,

    Kelly H. Myers – Mr. Myers is a tax consultant with Myers Consulting Group, LLC, based in Huntsville, Alabama. Kelly provides tax seminars, advisory, and controversy services to clients which include individuals, businesses, and accounting firms. He spent over 30 years with the Internal Revenue Service (retired 2017) with the last 20 years working for the Washington, DC Headquarters as a Senior Technical Advisor. His IRS experience included official guidance projects, examiner and litigation technical support, and implementing new legislation. He leverages his decades of IRS and public accounting experience to strategically add value to a varied client base. He has developed efficient tax strategies in both preparation and controversy arenas.   He has been a guest speaker for numerous CPA and EA continuing education events, IRS Nationwide Tax Forums, national tax associations, and others in both live settings and webinars. Kelly currently serves on the Federal Tax Committee for the National Society of Accountants (NSA), an alternate member of IRS Taxpayer Advocacy Panel (TAP; 2023-2025) and previously served on the Internal Revenue Service Advisory Council (IRSAC; 2020-2022).

  • June - NSA Member Roundtable - Traveler's Insurance
    Includes a Live Web Event on 06/07/2023 at 3:00 PM (EDT)

    Date: 6/7/2023 Time: 3:00 PM ET - 4:00 PM ET; Being an NSA member gives you community! Join other NSA members and practitioners like you for a monthly chat about what's happening in the Tax and Accounting world. 6/7/23 @ 3pm ET

    Being an NSA member gives you community!  Join other NSA members and practitioners like you for a monthly chat about what's happening in the Tax and Accounting world.

    June's topic is a Q&A session with Traveler's Insurance  6/7/23 @ 3pm ET

    Topic:  Erin Singmaster will share the current trends in Accountants' Professional Liability (APL), Extended Reporting Periods (ERPs), and Retirement ERPs. Erin will also review a typical claim the APL policy responds to.

    There is no CPE with this discussion.  

  • Secure Act 2.0 Update 2023

    Date: 05/31/23; Time: 2:00 PM - 4:00 PM ET; The SECURE 2.0 UPDATE 2023 for NSA is a brief yet comprehensive course designed to educate accounting professionals on the recent updates to the Secure Act. The course aims to equip learners with the knowledge necessary to advise clients on tax-efficient strategies. CPE: 2 Hours/Federal Tax Law

    The SECURE 2.0 UPDATE 2023 for NSA is a brief yet comprehensive course designed to educate accounting professionals on the recent updates to the Secure Act. The course aims to equip learners with the knowledge necessary to advise clients on tax-efficient strategies.

    Learning Objectives

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

    • Describe the changes under the previous Secure Act
    • Summarize the changes with Secure 2.0 for 2023
    • Explain the 2024-2027 changes from Secure 2.0
    • Outline when RMDs must be distributed
    • Discuss penalty abatement under Form 5329
    • Explain the distribution rules for Inherited & IRA plans

    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Federal Tax Law
    CTEC CE: 2 Hours/Federal Tax Law
    ACAT CE: 2 Hours/Federal Tax Law

    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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    Randy Adams (Moderator)

    President

    ABC Bookkeeping & Tax Service, Inc.

    Randy Adams EA, MSA

    Randy manages two accounting offices near Des Moines IA. He has been preparing taxes since 1992. He really enjoys meeting with fellow tax preparers and has traveled to many states as a tax instructor. When not working or out on the road instructing, he enjoys hiking in the National Parks or biking the many trails throughout Iowa.

  • Crypto II – Applying Tax Rules to Crypto
    Includes Credits Recorded On: 01/11/2023

    Recorded: 01/11/2023; Time: 3:00 PM ET Continue from Crypto I with applying the rules and regulations covered in Part One to real world situations. Selling, trading, earning, mining, donating, inheriting, gifting, investing in initial offerings, etc. will be covered. NASBA CE: 1.0 Hour Federal Tax Law IRS: 1.0 Hour Federal Tax Law​ CTEC CE: 0 Hour Federal Tax Law

    This course will teach you how to apply the various rules and regs we reviewed in Part I to real world situations, such as selling, trading, earning, mining, donating, inheriting, gifting, investing in initial offerings, etc. Tax options for reporting losses from various types of scams and schemes are also an important topic, particularly this year. We’ll also discuss situations for which we do not yet have IRS guidance. We’ll finish with a discussion of Best Practices for your office to implement when dealing with cryptocurrency clients.

    Learning Objectives

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

    • Utilize IRS regulations for client situations: selling, trading, earning, mining crypto, interest, dividends, contributions, gifts, inheritances, initial coin offerings
    • Know how to apply possible tax reporting for losses due to scams, theft, rug pulls, etc.
    • Differentiate situations covered by regulations from those that are not covered
    • Engage in Best Practices for crypto clients 

    NASBA CE: 1.0 Hour Federal Tax Law
    IRS:  1.0 Hour Federal Tax Law
    CTEC CE:  0 Hour Federal Tax Law

    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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    Amy M. Wall, EA, MBA

    Amy M. Wall, EA, MBA, is recently retired from her private tax practice in Tucson, Arizona, where she worked with individuals, small businesses and S Corporations. Amy now spends her time teaching and writing on taxation. She teaches for several continuing education providers and has been published in a number of tax journals, including NATP’s Tax Pro Journal and Wolters Kluwer Journal of Tax Practice & Procedure. She is the author of Virtual Tax: the taxation of Cryptocurrency; Income Taxes for Real Estate Agents; Divorce and Taxes, and The Parish, a work of fiction about a tax preparer whose nighttime clients aren’t quite what they seem. 

  • Crypto I – Can You Talk the Talk?
    Includes Credits Recorded On: 01/11/2023

    Recorded: 01/11/2023 - While cryptocurrency has taken a hard hit, it’s far from dead and is still likely to be part of our financial future. This webinar will discuss the basic vocabulary and concepts along with review of IRS compliance to date. NASBA CE: 1.0 Hour Federal Tax Law IRS: 1.0 Hour Federal Tax Law ACAT: 1.0 Hour Federal Tax Law CTEC CE: 0 Hour Federal Tax Law

    While cryptocurrency has taken a hard hit, it’s far from dead and is still likely to be part of our financial future. Cryptocurrency aka virtual currency aka digital assets represents an internet-based exchange medium based on DeFi, or decentralized finance. This webinar introduces the basic vocabulary and concepts of the Cryptoverse, and explores IRS’ compliance efforts to date.

    We’ll then discuss the IRS rules and regs issued to date for cryptocurrency: Notice 2014-21, Revenue Ruling 2019-24, Online FAQs, and Chief Counsel Memos, as well as the new reporting requirements from the Infrastructure and Investment Jobs Act. 

    Learning Objectives

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

    • Differentiate between Ce-Fi and DeFi
    • Explain important Cryptoverse concepts
    • Apply IRS Compliance Requirements
    • Analyze Notice 2014-21, Revenue Ruling 2019-24, Online FAQs, and Chief Counsel Memos
    • Understand Infrastructure Act crypto requirements 

    NASBA CE: 1.0 Hour Federal Tax Law
    IRS:  1.0 Hour Federal Tax Law
    ACAT:  1.0 Hour Federal Tax Law
    CTEC CE:  0 Hour Federal Tax Law

    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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    Amy M. Wall, EA, MBA

    Amy M. Wall, EA, MBA, is recently retired from her private tax practice in Tucson, Arizona, where she worked with individuals, small businesses and S Corporations. Amy now spends her time teaching and writing on taxation. She teaches for several continuing education providers and has been published in a number of tax journals, including NATP’s Tax Pro Journal and Wolters Kluwer Journal of Tax Practice & Procedure. She is the author of Virtual Tax: the taxation of Cryptocurrency; Income Taxes for Real Estate Agents; Divorce and Taxes, and The Parish, a work of fiction about a tax preparer whose nighttime clients aren’t quite what they seem. 

  • 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

  • Advanced Gmail for Accountants
    Recorded On: 03/17/2022

    This course highlights the advanced features of Gmail, Google's free web-based email service. Discover scores of expert tips and tricks that will transform how you take care of critical electronic messaging tasks. These include how to organize emails using inbox tabs, filter messages with labels, add a profile picture to your email, make free video calls from your inbox, read and respond to email offline, keep your email attachments in one place, receive notifications for new email, and much more. You'll walk away with a Gmail "black belt" that will improve your digital communications and online productivity. CPE Credit: 0

    This course highlights the advanced features of Gmail, Google's free web-based email service. Discover scores of expert tips and tricks that will transform how you take care of critical electronic messaging tasks. These include how to organize emails using inbox tabs, filter messages with labels, add a profile picture to your email, make free video calls from your inbox, read and respond to email offline, keep your email attachments in one place, receive notifications for new email, and much more.  You'll walk away with a Gmail "black belt" that will improve your digital communications and online productivity.

    Learning Objectives
    Upon successful completion of this course, you will be able to:

    • Identify at least 5 advanced Google Account and Gmail privacy security features that will improve your online security posture.
    • Explain at least 5 different ways you can access the service on their desktop and mobile devices.
    • Point out at least 5 ways they can automatically sort and list their electronic correspondence.
    • Use at least 2 filtering and labeling strategies to make information easier to find.
    • Set up at least 5 custom inboxes that are triggered by different keywords

    CPE Credit: 0

    Speaker: GARRETT WASNY, CITP/FITP

    NSA Webinar Program Level: Beginner Prerequisites: Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.  

    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.

    Garrett Wasny

    Garrett Wasny

    GARRETT WASNY, MA, CMC, CITP/FITP, is a Certified Management Consultant (CMC) and award-winning digital skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His roles include webinar producer, Internet speaker, author, app developer, professional development leader, and former management consultant for Price Waterhouse.  He's published 50+ ebooks and courses on accounting technology and ethics, written hundreds of articles on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations in more than 40 countries.

     


  • 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.

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.