Last Minute Interview Reminders (January 12, 2012)
Have we forgotten anything? Our organizers are out, we covered Schedule A and Schedule C, did we remind clients about sending their 1099s with all attachments? What other tricks can we we use to minimize our work during tax season?
CPE: 2 Hours/Taxes

Casualty and Disaster Losses (January 10, 2012)
A casualty loss can be as close to home as kicking over a lantern in your barn and losing the barn. A disaster is when the whole city burns. What are the differences in the laws, and who do they apply to?
CPE: 2 Hours/Taxes

Ethics - Current Cases (January 5, 2012)
A review of the current cases involving tax practitioners and unethical behavior.
CPE: 2 Hours/Ethics

Cancellation of Debt: Property vs. Credit Card (December 13, 2011)
This class will discuss the differences in tax treatment for a personal residence, a rental property, a second home, a short sale, or other types of debt, such as credit cards.　
CPE: 2 Hours/Taxes

Surviving the RTRP Exam: A Web-Based Tutorial (December 12, 2011)
Are your test taking skills rusty? NSA is extremely pleased to offer this free web-based tutorial to help you brush up on what you need to know to take a multiple choice, true/false examination.

Schedule C: Have We Missed Anything? (December 8, 2011)
An in-depth look at Schedule C. Have we asked all the right questions? Are there deductions the client may have missed or forgotten?
CPE: 2 Hours/Taxes

Managing the Work Flow - Session 3 of the NSA 3-Part Series: Revolutionizing Your Practice (December 1, 2011)
So you have an idea of what you want to earn, you have a way to market your practice, but once you get the work, how do you manage it all effectively without passing all of the revenue on to employees? Bob and Bill have faced the same issues and have resolved the problem. Now they are happy to share their ideas with you.
CPE: 1 Hour/Business Management and Organization

Marketing on a Budget - Session 2 of the NSA 3-Part Series: Revolutionizing Your Practice (November 29, 2011)
In this session, Bob Cross and Bill Parrish, will show you how to market your practice and who to market the practice to, all on a budget of $500.00 or less. These ideas have been tested in the real world and have been used successfully in a number of practices that were changed forever. So you don't have $500.00 bucks laying around, well they will even show you how to do the same thing for zero costs, just may take a few months longer to achieve the spectacular results you deserve.
CPE: 1 Hour/Business Management and Organization

Schedule A: Maximizing Deductions (November 17, 2011)
Itemized deductions are easy to miss. What deductions can you maximize for your clients, even if they do not have mortgage interest?
CPE: 2 Hours/Taxes

How to Act Like a Corporation (November 8, 2011)
This is a practical, down-to-earth discussion of what steps a taxpayer must take to act like a corporation, including bank accounts, personal expenses, commingling funds, annual reports, and more.
CPE: 2 Hours/Taxes

Employment Tax Issue: Employee vs. Independent Contractor (November 1, 2011)
Improper classification of employees as independent contractors, innocent or otherwise, can lead to liabilities exceeding 50% of the workers' annual wages. This course will help the tax professional prepare prevention tactics and legal defenses to avoid financial devastation of an additional tax assessment in the Employee vs. Independent Contractor area.
CPE: 2 Hours/Taxes

What Am I Worth? - Session 1 of the NSA 3-Part Series: Revolutionizing Your Practice (October 27, 2011)
In this session, NSA favorites, Bob Cross and Bill Parrish, will explore what you should be charging for your services, what potential earning you as a practitioner should be demanding, and ways to achieve that level of performance. This session will explore potential barriers to achieving a greater earnings level and offer effective solutions. You will learn how you can bill what you are truly worth, and to whom. You will discover some of the time and energy wasters in your practice and develop ways to eliminate them. At the end of the session, you will know how to bill what you are really worth.
CPE: 1 Hour/Business Management and Organization

Avoiding Ethical Violations (October 26, 2011)
We all try to the right thing but many of us have busy practices and those pressures may cause us to inadvertently face an ethical problem. Circular 230 has recently been revised and it has imposed new duties and responsibilities upon practitioners who represent taxpayers before the IRS. Anyone who practices before the IRS must comply with these requirements.
CPE: 2 Hours/Ethics

Bankruptcy Questions Answered! (October 4, 2011)
What role do you play in your client's bankruptcy? From understanding why a person enters bankruptcy to how it affects the tax returns you prepare for them and the money they owe IRS.
CPE: 2 Hours/Taxes

Offers in Compromise (September 28, 2011)
This presentation will cover the most effective ways to deal with the IRS strict standards for compromise and will discuss the statutory exceptions to the IRS allowable expense standards and suggest methods to minimize the potential settlement amount.
CPE: 2 Hours/Taxes

Occupational Guidelines – What’s Deductible? (September 22, 2011)
Many of our clients work in fields that have specific deductions not generally used by others. Peace officers, firefighters, pilots, child care workers, long haul truckers and others, have special needs when it comes to deductions.
CPE: 2 Hours/Taxes

Gambling and Taxes: The Price of Winning (September 20, 2011)
Most states now have some form of legalized gambling. As a result, more and more people have gambling winnings or losses. Unfortunately, not all taxpayers maintain adequate records of wins and losses and become subject to IRS audits.
CPE: 2 Hours/Taxes

Partnerships and LLCs – Capital Accounts (September 6, 2011)
The key to understanding partnerships and LLCs is to understand the partner or member capital accounts. In this session, we'll learn how to record changes in partners' shares - additions, sales, and buy-outs. We'll look at methods of allocating various items. And we'll cover inside/outside basis and book/tax differences.
CPE: 1 Hour/Accounting

Cancellation of Debt - Foreclosures (August 4, 2011)
A financially troubled taxpayer suddenly faces substantial tax problems upon the foreclosure of his or her property. The Internal Revenue Code imposes taxes upon the cancellation of debt. Therefore, a taxpayer whose property is foreclosed may owe substantial taxes, even though he or she lost the building.
CPE: 1 Hour/Taxes

Americans with Disabilities Act (ADA) and Your Office (or Time to Get Rid of Those Round Door Knobs) (July 28, 2011)
The ADA is rooted in the first disability advocates in Berkeley in the 1970s. Berkeley had the first wheelchair accessible curbs in the country. From that small beginning came the Americans with Disabilities Act (ADA). The ADA affects buildings, offices, hiring and firing employees, and any issues that are involved with disabled people.
CPE: 1 Hour/Business Management and Organization

How to Be More Appealing to the IRS: Appeals Representation (July 21, 2011)
As IRS enforcement efforts have increased dramatically over the past three years, taxpayers have increasingly needed to seek the assistance of the IRS Appeals Division. Taxpayers who are audited usually have a right to appeal any determination by an agent.
CPE: 2 Hours/Taxes

Hiring and Firing: EEOC Rules – Protecting Yourself from Problems (July 14, 2011)
If you have even one seasonal employee, you need to be aware of federal hiring and firing procedures and requirements. If your clients have employees, you can help your clients stay out of trouble by making sure they have copies of the information. Even though hiring and firing our client's employees isn't part of our job, don't your clients look to you to run their businesses correctly?
CPE: 2 Hours/ Business Management and Organization

Best Practices for Accountants and Tax Professionals (June 30, 2011)
The rules for tax preparers are stricter than ever, and we need to protect ourselves while giving clients the best possible product.
CPE: 2 Hours/Business Management and Organization

Audit Reconsideration (June 28, 2011)
Sometimes our clients fail to timely respond to IRS examination notices. As a result the IRS makes an assessment and issues collection notices. This class will cover the option to seek an audit reconsideration.
CPE: 1 Hour/Taxes

Penalty Games: Reducing IRS Penalties (June 14, 2011)
Each day the Internal Revenue Service asserts millions of dollars in tax penalties against taxpayers. Many of those penalties are subsequently abated because of quality representation by experienced practitioners. This class will cover the basics of supporting reduction of IRS tax penalties.
CPE: 2 Hours/Taxes

Last-Minute Tax Law Update (December 16, 2010)
In this tax update session, practitioners will be taking notes, making a list, and checking it twice to make sure they are up to the minute.
2 Hours/Taxes

Financial Management of an Accounting Practice (December 7, 2010)
The session discusses ways to streamline the financial management of your own practice.
1 Hour/Business Management & Organization

Cases and Rulings that Affect Your Practice (November 18, 2010)
This class will review the most current cases and rulings affecting your tax practice.
2 Hours/Taxes

Best Practices for Your Tax Practice (November 11, 2010)
This session answers the questions as to how to retain your level of professionalism and still fulfill the needs of your clients, deal with those stringent situations, and more. It examines best practices to follows as examples in your everyday practice life.
1 Hour/Ethics

Mortgage Fraud and the Practitioner (November 10, 2010)
This session will focus on the techniques and patterns of behavior found in individuals who use real estate to defraud investors and homeowners.
CPE: 2 Hours/Business Management and Organization

Employee vs. Independent Contractor (November 4, 2010)
This session will take a look at the specific regulations, at the tests that need to be applied to make a determination of the status of a worker, and will explore corrective action that needs to be taken in advance if your clients are treating their workers incorrectly.
2 Hours/Taxes

Tax Planning Strategies (November 2, 2010)
During this webinar, attendees will be armed with year end strategies they can implement into their practices to help their clients. Step-by-step plans will be laid out that practitioners can simply take straight to their clients and become instant heroes.
2 Hours/Taxes

Conducting Client Interviews (October 21, 2010)
This class will discuss interviewing skills, complying with due diligence, and maximizing deductions, especially for new clients
2 Hours/Business Management & Organization

Defending Our Country: Military Tax Issues    (September 21, 2010)
This class covers the tax issues faced by members of the active military, reserves, and National Guard. It will examine the codes commonly used in military pay, such as BAS, BAH, BOQ, and how to read an LES, so practitioners understand what types of pay are taxable and non-taxable.
2 Hours/Taxes

Paperless for Beginners  (September 16, 2010)
The session examines the logical steps to take, talks about the resources that are available, as well as discusses both the benefits and the pitfalls of making the transition to paperless office.
1 Hour/Business Management & Organization

Mid Year Tax Update (August 12, 2010)
This ConnectEd session will equip participants with knowledge on the current tax code changes necessary to educate clients and to position their practice as "one in the know."
CPE: 2 Hours/Taxes

Ponzi Schemes (August 10, 2010)
In this session you will learn the new sophisticated twists being used by criminals who have encouraged friends and family to invest in too good to be true investment schemes.
2 Hours/Business Management and Organization

Hobby Losses (August 3, 2010)
Factors determining whether a small business is a for-profit venture, or a hobby in disguise.
2 Hours/Taxes

Form 2106 Expenses  (June 22, 2010)
Review of current laws on recordkeeping and substantiation of deductions taken on Form 2106
2 Hours/Taxes

Client Consents and Disclosures and Related Penalties on Practitioners for Non Compliance – the Practitioner’s Perspective (June 3, 2010)
This session will familiarize every attendee with the rules thrust upon practitioners, with the penalties for non compliance on their part, and most importantly, how to come into and remain in compliance.
CPE: 2 Hours/Ethics

Doing the Right Thing…Even When the Right Thing is Unpopular (January 21, 2010)
General guidelines that will keep you on track and in compliance during 2010.
CPE: 1 Hour/Regulatory Ethics

Client Consents and Disclosures: Don’t Get Caught with Penalties under §7216 (January 19, 2010)
How to continue to provide the best possible service to clients and still remain in compliance with disclosure rules
CPE: 2 Hours/Ethics

Audit Preparation (January 7, 2010)
Step-by-step guidance on getting ready for an audit.
CPE: 2 Hours/Taxes

Domestic Partners (November 12, 2009)
Tax issues specific to unmarried partners and the treatment of domestic partners in states that allow gay marriage or civil unions.
CPE: 2 Hours/Taxes

Accounting Rules for Reviews and Compilations (November 10, 2009)
Identify practices to efficiently manage compilation, review and other accounting services in conformity with all applicable current professional standards and best business practices.
CPE: 2 Hours/Accounting

Fraud in the Small Business (October 27, 2009)
Learn how fraud is defined, the strategies used by fraudsters and methods for strengthening internal control and reducing the opportunities for theft in the business.
CPE: 2 Hours/Ethics (Business Management and Organization)

Web Portals – The New Communication Tool (October 22, 2009)
Create a web portal that helps clients access their information 24/7 and make client information available for you anywhere there is internet access.
CPE 1 Hour/Specialized Knowledge and Applications

Fraud in Bankruptcy and Divorce (October 20, 2009)
The elements of a fraudulent bankruptcy filing, what to recognize if you see the symptoms begin to appear in your engagements, and the delicate balance that needs to be maintained in examining and identifying assets in a divorce.
CPE: 1 Hour/Ethics (Business Management and Organization)

The Right Way and the Wrong Way to Leave Money to Your Children (and others) (October 1, 2009)
What every accountant and tax professional should know about inheritance planning.
CPE: 2 Hours/Taxes

Investigative Techniques for the General Practitioner (September 17, 2009)
Although conducting personal investigations is not a simple task, if you've got the time, you can usually find much useful investigative information.
CPE: 1 Hour/Specialized Knowledge and Applications

Simple Safeguards: Stopping Identity Theft Before it Stops Your Clients (August 4, 2009)
This presentation focuses on identifying how criminals steal identities and demonstrates the simple steps individuals can employ to keep their identities safe.
CPE: 1 Hour/Management Advisory Services

LLC, The Elegant Entity (July 23, 2009)
An in-depth look at the entity of choice and compliance issues.
CPE Credit: 1 Hour/Taxes

The Advantages of  Section 1031 Tax Deferred Exchanges in Today's Changing Economy (May 7, 2009)
The course will detail the entire exchange process from start to finish, and cover some of the more complex applications of §1031.
CPE: 2 Hours/Taxes

Post Mortem on the Tax Season (April 30, 2009)
Tax season just ended. What went right? What went wrong? How can you make things even better next year?
CPE Credit: 1 Hour / Business Management and Organization

A Close Look at Subchapter S Corporations (October 30, 2008)
Subchapter S Corporations remain the most popular business entity even today...Get a better understanding of this business entitiy.
CPE Credit: 1 Hour/Taxes