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Includes a Live Web Event on 12/06/2023 at 3:00 PM (EST)
Join us in fostering a vibrant community where knowledge sharing and networking opportunities thrive. December 6, 2023; Time: 3:00 PM ET - 4:00 PM ET CPE: 0
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.
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Includes a Live Web Event on 11/01/2023 at 3:00 PM (EDT)
Join us in fostering a vibrant community where knowledge sharing and networking opportunities thrive. November 1, 2023; Time: 3:00 PM ET - 4:00 PM ET CPE: 0
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.
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Includes a Live Web Event on 10/18/2023 at 2:00 PM (EDT)
Date: 10/18/2023; Time: 2:00 PM - 4:00 PM ET, 2.0 CPE; – Explore the complexities of ethical decision-making in this engaging session, participants will delve into real-life case studies, stepping into the shoes of suspects to gain valuable insights into fraud prevention and detection. NASBA CE: 2.0 Hours Federal Tax Law IRS: 2.0 Hours Federal Tax Law CTEC CE: 2.0 Hours Federal Tax Law ACAT CE: 2.0 Hours Federal Tax Law
Course Description:
Explore the complexities of ethical decision-making in this engaging session, participants will delve into real-life case studies, stepping into the shoes of suspects to gain valuable insights into fraud prevention and detection.
Objectives
1. Explain the key ethical challenges faced by CPAs in various professional contexts.
2. Identify common red flags and warning signs associated with fraudulent activities.
3. Interpret the legal and regulatory frameworks governing fraud prevention and detection.
4. Analyze real-life case scenarios to understand the motivations behind unethical behavior.
5. List effective strategies and tools for preventing and mitigating fraud within organizations.
6. Describe the role of ethical leadership in fostering a culture of integrity and compliance in accounting practices.NASBA CE: 2.0 Hours Federal Tax Law
IRS: 2.0 Hours Federal Tax Law
CTEC CE: 2.0 Hours Federal Tax Law
ACAT CE: 2.0 Hours Federal Tax LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
Kevin Cross
CEO
Kevin Cross CPA
Kevin Cross frequently lectures on fraud and the only forensic sleuth who showcases the “Whodunnit?” game that turns the audience into suspects and an actual crime is solved. He has had the opportunity to speak at conferences for numerous CPA societies, AICPA, NAEA, IRS, universities, prisons, and non-profits.
He has been showcased by CNN, 700 Club, CBS Evening News with Scott Pelley, the Miami Herald, NPR, the New York Times, and multiple radio and internet programs.
He has written 2 two book on finance and a children’s comic book on how to manage money called “The Adventures of Moolah Man”
He operates a three professional boutique style CPA practice in Woodstock, GA and enjoys weighing in on the psychology of a good fraud.
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Includes a Live Web Event on 10/11/2023 at 2:00 PM (EDT)
Date: 10/11/2023; Time: 2:00 PM - 4:00 PM ET, 2.0 CPE; – The consolidated 1099 statement our clients receive from their brokers ranges from the simple to the painfully complex. The best way to deal with a consolidated 1099 is to break it down into pieces! This webinar covers the 1099-B, the 1099-DIV, and the 1099-MISC. NASBA CE: 2.0 Hours Federal Tax Law IRS: 2.0 Hours Federal Tax Law CTEC CE: 2.0 Hours Federal Tax Law ACAT CE: 2.0 Hours Federal Tax Law
Reporting Investment Income from Stocks
Course Description:
The consolidated 1099 statement our clients receive from their brokers ranges from the simple to the painfully complex. The best way to deal with a consolidated 1099 is to break it down into pieces! This webinar covers the 1099-B, the 1099-DIV, and the 1099-MISC.
The most commonly reported transactions for clients with stocks are income from dividends and sales of securities. This webinar will review the ins and outs of reporting dividends, (including dividends that qualify for the 199A deduction), nondividend distributions, distributions in lieu, capital gain distributions, and sales of securities.
Objectives
Objective 1: Describe the components of a consolidated 1099 statement, including the 1099-B, 1099-DIV, and 1099-MISC forms, highlighting both the simple and complex aspects.
Objective 2: Explain the key elements of reporting income from dividends, with a focus on dividends that qualify for the 199A deduction, ensuring participants understand the nuances of this deduction.
Objective 3: Outline the reporting requirements for nondividend distributions and distributions in lieu, providing participants with a comprehensive understanding of these types of income.
NASBA CE: 2.0 Hours Federal Tax Law
IRS: 2.0 Hours Federal Tax Law
CTEC CE: 2.0 Hours Federal Tax Law
ACAT CE: 2.0 Hours Federal Tax LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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Includes a Live Web Event on 10/04/2023 at 3:00 PM (EDT)
Money Laundering - Explore Money Laundering: Uncover techniques, regulations, and prevention in this essential course for financial professionals. Presented by LippesMathias October 4, 2023; Time: 3:00 PM ET - 4:00 PM ET CPE: 1
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.
1 CPE
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Includes a Live Web Event on 09/27/2023 at 3:30 PM (EDT)
Date: 09/27/2023; Time: 3:30 PM ET, 1.0 CPE; Diversity, equity, and inclusion have become a part of the common language for many corporations and institutions NASBA CE: 1.0 Hours/Practice Management/Personal Development IRS: 0 Hours CTEC CE: 0 Hours
Diversity, equity, and inclusion have become a part of the common language for many corporations and institutions. However, we don’t always take the time to give context to what these terms mean, and how they apply to our daily experiences. We’ll spend time contextualizing these terms to create a shared understanding of their meanings and applications.
Learning Objectives
At the end of this course, you will be able to:
- Explain the foundational knowledge and understanding of concepts and terms related to the diversity, equity, and inclusion
- Describe the critical thinking related to our own culture and identity and relate that to our leadership and management style
- Explain how these concepts and terms related to diversity, equity, and inclusion, might influence our lives at work and beyond
NASBA CE: 1.0 Hour/Practice Management/Business Development
IRS: 0 Hours
CTEC CE: 0 HoursNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
Vincent
CEO
VSP Impact Strategies
Vince owns and operates a DEI agency, VSP Impact Strategies, currently supporting clients across industries including education, media, sports, and technology. Prior to launching his own DEI impact consulting practice, Vince served in senior DEI-focused roles with Bloomberg LP and Minor League Baseball. He has also co-authored racial and gender report cards during his time with the Institute for Sport and Social Justice.
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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 LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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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 LawNSA Webinar Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Internet BasedNo 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.
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.
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- Non-member - $55
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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 BasedNo 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-
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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-
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- Non-member - $55
- Member - Free!
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