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  • Everything In One Place - The Microsoft 365 Ecosystem

    Contains 3 Component(s) Includes a Live Web Event on 06/04/2021 at 2:00 PM (EDT)

    ​Microsoft continues to expand its solutions for small and medium-sized organizations. Tools such as Teams and SharePoint are changing the game. NASBA CE: 1 Hour/Specialized Knowledge

    Microsoft continues to expand its solutions for small and medium-sized organizations. Tools such as Teams and SharePoint are changing the game.

    If you're asking yourself any of these questions, this webinar is for you:
    • What is Microsoft SharePoint and how can it solve my file storage needs?
    • I'm evaluating whether to go with M365 or Google Workplace
    • What is Microsoft Teams and how does it compare to Slack?
    • Microsoft includes a lot of free tools - how do I know if I'm using them all?


    NASBA CE: 1 Hour/Specialized Knowledge

    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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    Taylor Wells

    Director of Marketing & Sales

    Northwest Technology Group

    Taylor has been working as a marketing/sales leader for over 15years, with an emphasis in the technology field. He has been working for NW Techs for going on 5 years and overseas their Marketing & Sales department. He enjoys taking complex technological problems and demystifying them for their current & potential clients. His favorite line of work is creating meaningful content (webinars, podcasts, etc.) to educate clients and potential clients on the best path forward. 

  • Understanding Cybersecurity & IRS Safeguarding Data Requirements

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/03/2021 at 2:00 PM (EDT)

    The IRS has specific cybersecurity and data management requirements for CPAs and tax preparers. Attend our webinar and learn how to increase security and compliance with the IRS! This is the second offering of this course. If you attended in February, additional credits will not be issued.

    This is the second offering of this course. If you attended in February, additional credits will not be issued. 

    The IRS has specific cybersecurity and data management requirements for CPAs and tax preparers. Attend our webinar and learn how to increase security and compliance with the IRS! 

    • Recognize compliant IRS technology standards
    • Explain the requirements of the IRS guide
    • Demonstrate best practices for securing my organizations data
    • Standardize data security within your organization


    IRS CE: 1 Hours/Federal Tax Law
    NASBA CE: 1 Hours/Federal Tax Law
    CTEC CE: 1 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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    Taylor Wells

    Director of Marketing & Sales

    Northwest Technology Group

    Taylor has been working as a marketing/sales leader for over 15years, with an emphasis in the technology field. He has been working for NW Techs for going on 5 years and overseas their Marketing & Sales department. He enjoys taking complex technological problems and demystifying them for their current & potential clients. His favorite line of work is creating meaningful content (webinars, podcasts, etc.) to educate clients and potential clients on the best path forward. 

  • 6751 Penalties

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 06/02/2021 at 2:00 PM (EDT)

    RRA-98 sought to curtail certain abusive practices by IRS, including using penalties as bargaining chips for settlement. As part of the reform, Congress enacted IRC 6751 to require written managerial approval prior to the IRS’s “initial determination” of certain penalties. Although the provision has been around for decades, it has not been commonly litigated until recently.

    RRA-98 sought to curtail certain abusive practices by IRS, including using penalties as bargaining chips for settlement. As part of the reform, Congress enacted IRC 6751 to require written managerial approval prior to the IRS’s “initial determination” of certain penalties. Although the provision has been around for decades, it has not been commonly litigated until recently. The Chai and Graves courts provided a general framework of the requirements, but more recently the Courts have had to grapple with more nuanced issues – such as the scope of IRC 6751 and the definition of “initial determination.” This discussion will provide a brief overview of the recent cases in this area and what those cases mean to practitioners, along with strategies for raising these issues before IRS and a few issues in the area still left unresolved.


    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Federal Tax Law
    CTEC 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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    Michael Tedesco

    Mr. Tedesco is a partner at Andreozzi Bluestein LLP. He concentrates his practice in Foreign Bank Account Reporting (FBAR) and individual and corporate tax litigation and controversy matters.

    Mr. Tedesco received his B.A. at the State University of New York College at Geneseo. He went on to receive his J.D. degree, cum laude, from the State University of New York at Buffalo Law School.

    During law school, Mr. Tedesco served as an extern with IRS Office of Chief Counsel. Prior to joining the firm, Mr. Tedesco served as a law clerk with another Buffalo law firm.

    Mr. Tedesco was recognized along with other attorneys at Andreozzi Bluestein LLP when our firm received the Law Firm Commitment Award from the ECBA Volunteer Lawyers Project in 2014.

    Heather L. Marello

    Andreozzi & Bluestein, LLP

    Ms. Marello is a Partner at Andreozzi Bluestein LLP. Ms. Marello focuses her practice on tax controversy, representing clients before the Internal Revenue Service and New York State Department of Taxation and Finance from the initial audit through collection defense. She has successfully resolved individual and corporate audits at exam, appeals, and Tax Court, has successfully resolved refund claims in the U.S. District Court. In post-assessment cases, Ms. Marello has prevailed on innocent spouse claims and successfully negotiated Offers in Compromise. In addition, Ms. Marello has assisted clients with voluntary disclosures of their offshore assets and facilitates mock permanent establishment audits for foreign corporations.

    Prior to joining Andreozzi Bluestein LLP, Ms. Marello worked as an extern with IRS Office of Chief Counsel in Richmond, VA and aided in the representation of low income taxpayers through William and Mary’s Federal Tax Clinic. Ms. Marello continues demonstrating her dedication to the community through her pro bono work with the Erie County Bar Association’s Volunteer Lawyer’s Project. In addition, Ms. Marello has served as an assistant adjunct teaching tax controversy at the University at Buffalo School of Law and teaching business law at Canisius College.

  • Other Income - Taxable or Not?

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/27/2021 at 2:00 PM (EDT)

    During this session we will examine when a refund, credit, or offset of income taxes received may have to be reported as additional income, various types of income and losses and how they are reported, and the tax treatment of alimony received.

    Many of your clients may earn income in a variety of ways or an unusual one-time income event. Identifying how various types of income are reported on the federal income tax return can be very confusing. During this session we will examine when a refund, credit, or offset of income taxes received may have to be reported as additional income, various types of income and losses and how they are reported, and the tax treatment of alimony received. We will also identify how net business income or loss is reported, and which types of income and losses are reported on Schedules E and F. Included in this session are real life examples, scenarios, and resources to keep you in compliance and help your clients make the most of these benefits.


    IRS CE: 1 Hours/Federal Tax Law 
    NASBA CE: 1 Hours/Federal Tax Law 
    CTEC CE: 1 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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    Christine Freeland, CPA, ABA, ARA, CSA

    Christine graduated from the University of Akron (Ohio) with a Bachelor of Science Degree in Accounting. After a few years of corporate accounting she ventured into the tax preparation business. Working from home while studying for my CPA certification and having my four children. We have added five grandchildren to the mix also. I received my CPA license which allows me to represent my clients with the IRS and the AZ Department of Revenue in tax matters.

  • Reasonable Compensation for Shareholder-Employees of S-Corps

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/26/2021 at 2:00 PM (EDT)

    Between 2010 and 2013 a flurry of court cases and IRS enforcement brought the issue of ‘What is Reasonable Compensation for a Shareholder-employee of an S Corp out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and Financial advisors to cover with their clients.

    Between 2010 and 2013 a flurry of court cases and IRS enforcement brought the issue of ‘What is Reasonable Compensation for a Shareholder-employee of an S Corp out of the shadows and placed it forefront as a priority issue for CPA’s, EA’s, Tax and Financial advisors to cover with their clients. There are tools today that take the guesswork out of determining Reasonable Compensation, and help build rapport and trust with your clients.


    IRS CE: 2 Hours/Federal Tax Law
    NASBA CE: 2 Hours/Federal Tax Law
    CTEC 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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    Paul Hamann

  • NSA Reviews Biden’s “Made in America Tax Plan”

    Contains 3 Component(s), Includes Credits Includes a Live Web Event on 05/25/2021 at 2:00 PM (EDT)

    Take a deep dive with NSA into President Biden’s “Made in America Tax Plan,” which proposes several significant tax increases, some of which include raising the corporate income tax rate from 21 to 28 percent and a new 15% minimum tax on large corporations’ book income.

    Take a deep dive with NSA into President Biden’s “Made in America Tax Plan,” which proposes several significant tax increases, some of which include raising the corporate income tax rate from 21 to 28 percent and a new 15% minimum tax on large corporations’ book income. These and other proposed tax increases are intended to pay for Biden’s proposed infrastructure overhaul, the “American Jobs Plan.” Join us as we walk through each of the proposal’s tax provisions as well as discuss the congressional support and procedures needed to make it law. 

    IRS CE: 1 Hours/Federal Tax Law Update
    NASBA CE: 1 Hours/Federal Tax Law Update
    CTEC CE: 1 Hours/Federal Tax Law Update

    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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    Jessica L. Jeane, J.D.

    Director of Public Policy

    National Society of Accountants

    Jessica is the director of public policy at NSA where she is instrumental in developing NSA’s nonpartisan policy agendas, education, and advocacy efforts. Jessica’s legislative and regulatory procedural knowledge, coupled with her tax policy expertise, makes her well-versed in the complex worlds of tax policymaking and administration. She keeps her fingers on the pulse of Congress and meets regularly with IRS officials on behalf of tax and accounting professionals.

    Jessica holds a J.D., cum laude, from the UDC David A. Clarke School of Law in Washington, D.C. and a B.S. from the University of Maryland, College Park.

  • 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.

  • 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.

  • 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


    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.