NSA Education

Date: 03/29/2023; Time: 2:00 PM ET, 2.0 CPE; Learn the secret to leverage planning, cashflow and communications to thrive and grow your business in tough economic times. You will develop a strategic roadmap using these often-overlooked basics to make you and your business more productive and profitable. NASBA CE: 2.0 Hours/Practice Management/Business Development IRS: 0 Hours CTEC CE: 0 Hours

Date: 05/17/2023; Time: 2:00 PM - 4:00 PM ET, 2.0 CPE; The course provides a concise overview of the IRS Internal Revenue Manual – the agency “bible.” The publication identifies the key policies, procedures, instructions, and delegations of authority which guide the operation and administration of the Internal Revenue Service. The manual is used by IRS staff at all levels from revenue agents to appeals officers in their day-to-day workings. 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

Date: 04/19/2023; Time: 2:00 PM ET, 2.0 CPE; Important Insights on forms K2 and K3 and other timely and significant IRS Campaigns and Initiatives. ​This presentation will provide a practical and insightful overview of current IRS national campaigns and initiatives. We will cover the new F1065, F1120S, F8865 K-2 and K-3 Distributive Share Items—International, significant domestic campaigns including those targeting High Net Worth Individuals, Cryptocurrency, and other current significant campaigns. CPE Credit: 2

Date: 04/12/2023; Time: 2:00 PM - 4:00 PM ET; This course will discuss the ethical responsibilities of members of the Society in their roles as representatives on behalf of clients before the IRS and State Taxing Authorities. We will also explore the Internal Revenue Manual and Treasury Circular 230 requirements associated with performing due diligence as to accuracy when the tax accountant is aware of tax non-compliance. CPE: 2 Hours/Ethics