NSA News

  • 04 Jun 2015 10:22 AM | Anonymous

    FOR IMMEDIATE RELEASE

    Contact:   Al Rickard

                     703-402-9713

                     arickard@associationvision.com

    NSA Offers Live Enrolled Agent Exam Review Course

    ALEXANDRIA, VA, June 4, 2015 — The National Society of Accountants (NSA) is offering an intensive live NSA Enrolled Agent (EA) Exam Review Course August 7-9, 2015, in Minneapolis, MN. Designed to give tax professionals the best opportunity to pass the EA exam on the first try, the course provides in-depth review of all the key components of the exam.

    Enrolled Agents (EAs) are authorized to represent taxpayers before the IRS and tax professionals who hold the EA credential can command higher fees. They must pass a three-part IRS exam covering individual and business tax returns, adhere to ethical standards, and complete 72 hours of continuing education courses every three years.

    “When we offered this course last year, we received rave reviews from many attendees who said it delivered the knowledge they needed and motivated them to study even harder,” said NSA Executive Vice President John Ams. “We heard back later from many of them who successfully passed the exam and they credited the course as the key element in their preparation.”

    The NSA course includes 24 hours of review on the following dates and times:

    • ·         Friday, August 7: Part 1: Individuals
    • ·         Saturday, August 8: Part 2: Businesses
    • ·         Sunday, August 9: Part 2 continued (morning). Part 3 (afternoon): Representation, Practices and Procedures.

    The course will be taught by two leading experts:

    • ·         John O. Everett, CPA, Ph.D., Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA. His teaching specialty is federal taxation. Everett has authored or co-authored over 90 articles in academic and professional journals and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning with the Computer.
    • ·         Bill Duncan, CPA, Ph.D, Associate Professor of Accounting at Arizona State University. He was formerly a Director with Ernst & Young where he guided tax education for the firm. Duncan is the author or co-author of three textbooks and has published a number of articles on a variety of tax topics in publications including Taxes, The CPA Journal, and The Journal of the American Taxation Association. He has taught in the AICPA National Tax Education program for over 20 years.

    Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “. . . a picture is worth a thousand words.”

    Hundreds of past exam questions from the open-exam era and many more potential questions on newer topics are incorporated into the study notes and each is reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.

    Participants will also receive:

    • ·         The 3-Volume NSA Enrolled Agent Review Course in print in addition to the online and PDF versions.
    • ·         Detailed handouts, notes, examples, illustrations to follow the course step-by-step.
    • ·         18 (6 per part) detailed study lessons and review questions to help you master each section of the materials.
    • ·         Proven exam taking tips, tricks and strategy guides with tips for passing each part of the exam.
    • ·         Top 150 questions per part—essential questions on topics that you will absolutely need to master.
    • ·         Interactive online review and practice questions with explanations and analysis.
    • ·         Final Review Cards—super summaries for each part of the exam—the perfect last-minute memory-jogger to review immediately before the exam.
    • ·         Weekly study guide with detailed assignments and time allocations.
    • ·         Comprehensive study aids that summarize the tax law related to a particular subject. These aids should prove valuable in last-minute reviews prior to the exam.
    • ·         Access to an online EA study community to post your questions and comments, respond to other commenters, and interact with the presenters. Get access to even more sample questions and study tips.
    • ·         A complete sample EA exam to help students gauge their progress prior to taking the exam.

    The fees for the course are as follows:

    • ·         Complete course (all three parts): $625 for NSA members and $725 for nonmembers
    • ·         Part 1: $225 for NSA members and $275 for nonmembers
    • ·         Part 2: $349 for NSA members and $399 for nonmembers
    • ·         Part 3: $119 for NSA members and $169 for nonmembers

    For more information and to register, visit http://www.nsacct.org/eacourse or contact NSA at 800-966-6679 or members@nsacct.org. Learn more about NSA at www.nsacct.org.

    # # #

    NSA and its affiliates represent more than 30,000 members who provide accounting, auditing, tax preparation, financial and estate planning, and management services to approximately 19 million individuals and business clients. Most members are sole practitioners or partners in small- to medium- size accounting firms. NSA protects the public by requiring its members to adhere to a strict code of ethics. For more information, visit www.nsacct.org.


  • 10 Apr 2015 11:07 AM | Anonymous

    The IRS Office of Professional Responsibility named practitioners subject to recent disciplinary actions and the specific misconduct involved in each case in Announcement 2015-7.   

    The announcement, which was published in Internal Revenue Bulletin 2015-13, lists attorneys, certified public accountants, enrolled agents, enrolled actuaries, enrolled retirement plan agents, and appraisers—professionals subject to the rules of Circular 230—sanctioned by OPR, along with the effective dates of the disciplinary actions described.   

    OPR said disbarment or suspension from practice, censure and monetary penalties are among the sanctions to be imposed for violation of the rules.   

    NSA notes that Section 10.24 of Circular 230 precludes practitioners from knowingly accepting assistance from—or giving assistance to—any person who is under disbarment or suspension from practice before the Internal Revenue Service if the assistance relates to a matter or matters constituting practice before the Internal Revenue Service.   

    A copy of Announcement 2015-7 is available here


  • 10 Apr 2015 11:05 AM | Anonymous

    The American Institute of CPAs is appealing a district court that it lacked standing to sue the IRS about the IRS tax preparer program.  Of course, the underlying reason the suit was originally filed is the AICPA claim that the tax preparer program is hurting the accounting group's business by giving the impression that all tax preparers are equal. 

    The district court in October 2014 held that the AICPA lacked standing to bring the case and dismissed it under Federal Rule of Civil Procedure 12(b)(1). 

    In its brief filed this week in the U.S. Court of Appeals for the District of Columbia Circuit, the accounting group said the IRS's annual filing season program "harms its members by distorting the competitive marketplace," in addition to saddling them with new administrative tasks. 

    In its lawsuit, the accounting group focused on the fact that the IRS has said preparers who obtain a record of completion and are listed in an IRS directory "stand out from the competition because they will have a recognizable record of completion that they can show their clients," and that IRS Commissioner John Koskinen has said these preparers "will stand out from the competition." 

    The AICPA alleged that the program is invalid because the IRS lacks statutory authority to adopt it; because the IRS denied the public its notice and comment rights under the Administrative Procedures Act; and because the guidance related to it is arbitrary and capricious, including the fact that the IRS failed to consider "the important fact that the program will confuse consumers." 

    Although the program is presented as if it were voluntary, the AICPA said it is de facto mandatory in part because "preparers face overwhelming competitive incentives to comply with it to avoid losing business." 

    However, the court said the agency's competitive harm argument was without foundation and speculative, and that there is nothing inherently confusing about a new, voluntary designation that allows so-called unenrolled tax preparers—those without CPA, attorney or enrolled agent credentials—to distinguish themselves in relation to other unenrolled preparers. 


  • 06 Apr 2015 4:07 PM | Anonymous
    FOR IMMEDIATE RELEASE

    Contact: Al Rickard
    703-402-9713
    arickard@associationvision.com


    Obamacare Means Extra Steps For Filing Your Tax Return

    ALEXANDRIA, VA, April 6, 2015 – Filing your tax return this year comes with a new twist: confirmation of your health insurance.

    Under the Affordable Care Act (ACA), taxpayers filing 2014 tax returns must attest that they had health care insurance since January 1, 2014 for themselves and their dependents. You will have to check a box on your Internal Revenue Service Form 1040 return to indicate you had coverage.

    If you didn’t have health insurance for one or more months during 2014, you may have to pay an additional tax, called the Individual Shared Responsibility Payment. You may also qualify for an exemption from the penalty for being uninsured.

    Some taxpayers who enrolled in coverage through the Health Insurance Marketplace (https://www.healthcare.gov/) may qualify for a premium tax credit and must file a tax return to claim the credit.

    “Every year there are more twists and turns of the tax code, and this is a critical one for this year,” says National Society of Accountants (NSA) Executive Vice President John Ams. “It’s important to get it right to avoid penalties.”

    Basic Definitions
    According to the IRS, qualifying health care coverage includes insurance from your employer, policies you buy in the Health Insurance Marketplace (https://www.healthcare.gov/), most government-sponsored plans and coverage you purchase directly from an insurance company.

    Qualifying coverage does not include insurance providing limited benefits, such as coverage only for vision or dental care, workers’ compensation, or insurance covering only a specific disease or condition.

    You had until April 30 to sign up through the Marketplace for 2014 and the deadline for 2015 was February 15, 2015.

    Filing implications
    To verify your insurance coverage, you likely received Form 1095-A if you enrolled in Marketplace insurance.

    (If you were one of the 800,000 filers who received a statement earlier this year that contained an incorrect benchmark premium amount, you do not need to file an amended return. If your form was one of those affected, log into your HealthCare.gov account and download your updated form or call the Marketplace at 800-318-2596.)

    If you acquired insurance outside of the Marketplace, you may have received Forms 1095-B (for employer-sponsored insurance plans) or 1095-C (for private insurance).

    You don’t have to provide proof of coverage to the IRS when you file, but you should show documents that verify your minimum essential coverage to your tax preparer. This documentation includes insurance cards, explanation of benefits statements from your insurer, W-2 or payroll statements reflecting health insurance deductions, records of advance payments of the premium tax credit and other statements indicating that you, or a member of your family, had health-care coverage. Your employer is not required to provide documentation specific to your health care coverage for the 2014 tax year.

    Payments and penalties
    If you and each member of your family lack qualifying health-care coverage and don’t qualify for an exemption, you may need to make an Individual Shared Responsibility Payment when you file your federal return. IRS Publication 5209 - Preparing your 2014 Tax Return- the shared responsibility payment (at http://www.irs.gov/pub/irs-pdf/p5209.pdf), provides information about how to calculate the payment.

    Generally, fees for the 2014 tax filings were $95 for each adult or 1 percent of a household income, whichever is greater. The penalty will increase in coming years.

    Exemptions
    The government expects that many taxpayers who lack insurance when filing this year will qualify for an exemption.

    Possible reasons for exemptions: inability to afford health insurance; income low enough to mean you don’t need to file a return; you lived abroad for a certain number of days in 2014; you belong to a health-care-sharing ministry; you’re a Native American; or you had a short coverage gap at the beginning of 2014, among other reasons.

    A special hardship exemption applies if you bought insurance through the Marketplace during the initial enrollment period for 2014 but, due to the enrollment process, have a coverage gap at the beginning of 2014.

    If you qualify for an exemption, you apply through the Marketplace or claim the exemption on your tax return. You may need information to support the claim, including documentation to support a hardship, income documents, Social Security information and household information.

    If the Marketplace grants your exemption, you will receive a notice with a unique Exemption Certificate Number (ECN). You enter your ECN on Part I of Form 8965, which must be filed with your return. If you don’t yet have an ECN but have applied for an exemption through the Marketplace, you enter the word “PENDING” in the place of the ECN on the 8965.

    If claiming an exemption on your tax return, you do not need an ECN. See more at http://www.irs.gov/pub/irs-pdf/i8965.pdf, the IRS instruction booklet for Form 8965.

    The government also has links to exemption fact sheets at http://www.treasury.gov/press-center/press-releases/Pages/jl10010.aspx

    # # #

    NSA and its affiliates represent members who provide accounting, auditing, tax preparation, financial and estate planning, and management services to approximately 19 million individuals and business clients. Most members are sole practitioners or partners in small- to medium-size accounting firms. NSA protects the public by requiring its members to adhere to a strict code of ethics. For more information, visit www.nsacct.org.


  • 03 Oct 2014 10:57 AM | Anonymous

    FOR IMMEDIATE RELEASE

    Contact:   Al Rickard

                     703-402-9713

                     arickard@associationvision.com

    Registration Open for Fall 2014 ACAT

    Tax and Accounting Accreditation Exam

    Those passing the exam and earning the ABA and ATP credentials

    are exempt from the AFTR course and exam

    WASHINGTON, DC, October 3, 2014 - Registration is now open for the Accreditation Council for Accountancy and Taxation® (ACAT) Fall 2014 exams for accountants, tax preparers and students seeking to earn the Accredited Business Accountant/Advisor (ABA), Accredited Tax Advisor (ATA), Accredited Tax Preparer (ATP) and Accredited Retirement Advisor (ARA) credentials.

    The opportunity to earn some of these credentials takes on added importance this year because ATPs and ABAs are now exempt from the requirement to take an Annual Federal Tax Refresher (AFTR) course and exam that is part of the new Internal Revenue Service (IRS) voluntary Annual Filing Season Program (AFSP).

    ABAs and ATPs automatically qualify to receive the AFSP-Record of Completion and will be included in a public database of tax return preparers scheduled to launch on the IRS website by January 2015. Beginning in 2016, ABAs and ATPs – as AFSP participants – can also represent clients before the IRS regarding returns they prepared and signed.

    The Comprehensive Examination for Accreditation in Accountancy (ABA), the Accredited Tax Advisor (ATA) exam, Accredited Tax Preparer (ATP) and Accredited Retirement Advisor (ARA) exam can be taken between November 29-December 22, 2014 at PSI test sites across the United States. Students completing the semester-long accounting course at one of the ACAT “Capstone” colleges can take the proctored ABA exam at the end of the course.

    Achieving ACAT accreditation provides a distinction that sets accounting and tax professionals apart and open doors for practice development and career advancement. Earning ACAT credentials provides evidence to clients that accounting and tax professionals have achieved a high level of knowledge and skills and abilities needed to effectively serve their clients.

    ACAT credential holders must meet ongoing continuing professional education (CPE) requirements and adhere to a code of ethics.

    The ABA is a high-level credential that tests the technical proficiency of accounting and tax professionals in financial accounting, financial reporting, financial statement preparation, taxation, business consulting services, business law and ethics. Emphasis is on a practical approach to public accounting. Achieving the ABA designation in Delaware, Iowa and Minnesota meets state regulatory requirements to practice public accountancy.

    The exam is divided into two parts: Practice 1 and Practice 2. Practice 1 covers financial accounting and financial statement preparation, presentation and reporting. Practice 2 covers the taxation, business law, business accounting and ethics.

    The ABA is accredited by the National Commission for Certifying Agencies (NCCA), an independent resource recognized as the authority on accreditation standards for professional certification organizations and programs.

    The ATA is a leading national credential for tax practitioners who demonstrate a thorough knowledge of the existing tax code and the preparation of tax returns with an expertise in comprehensive 1040 issues including supporting schedules, self-employed returns, and ethics.

    The exam tests for sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans, and performing estate tax planning.

    The ATP is also a leading national credential for tax practitioners who have a thorough knowledge of the existing tax code and the preparation of individual tax returns with an expertise in comprehensive 1040 issues including supporting schedules, self-employed returns, and ethics.

    The ARA is a national credential that recognizes professionals with expertise in retirement planning and special issues of senior citizens including tax planning and tax preparation for decedents, estates and trusts, and applying skills in real-life situations when serving aging clients.

    ABA, ATA, ATP and ARA candidates must pass the exams and meet experience requirements to earn the credentials. A blueprint for each exam with more information on topic areas is available at www.acatcredentials.org.

    The exam fee for both Practice 1 and Practice 2 of the ABA exam is $285 or $200 for one Practice of the exam, plus a $50 registration fee. The ATA, ATP and ARA exam fees are $200 plus a $50 registration fee.

    The National Society of Accountants (NSA) offers preparatory course study guides for both the ABA, ATA, and ATP exams and preview exams, which mirror the topics and question format of the ACAT exams.

    For more information about ACAT credentials and to register, visit www.acatcredentials.org or call 888-289-7763.

    # # #

    The Accreditation Council for Accountancy and Taxation (ACAT) is an independent accrediting and monitoring organization affiliated with the National Society of Accountants. ACAT accredits professionals in independent practice who have demonstrated measurable knowledge of the principles, practices, and ethical standards of accounting, taxation, information technology and related financial services. For more information, visit www.acatcredentials.org.

  • 08 Sep 2014 8:22 AM | Anonymous

    FOR IMMEDIATE RELEASE

    Contact:    
    Al Rickard
    703-402-9713

    arickard@associationvision.com

    National Society of Accountants Upcoming ConnectED CPE Webinars for Tax and Accounting Professionals

    ALEXANDRIA, VA, September 5, 2014 - The National Society of Accountants (NSA) has announced the latest programs in its series of ConnectED Webinars, which are approved for continuing professional education (CPE) by the Internal Revenue Service (IRS), National Association of State Boards of Accountancy (NASBA), Accreditation Council for Accountancy and Taxation (ACAT) and California Tax Education Council (CTEC).

    The following tax, practice management and ethics webinars for tax and accounting professionals are scheduled to be held September – November 2014:

    September 18, 2014 - Dealing with the S Corporation K-1 on the 1040

    As presented at the IRS Tax Forums this summer!
    Your client has just dropped off a Schedule K-1 for an S-Corporation. Where do you begin? What questions do you ask, and what do you need to know? In this session, we will show you how to take the K-1 items to the 1040 return; cover the huge issue of the new Net Investment Income Tax, and the always problematic basis issues. We will provide you with important court cases you should be aware of, identify potential hazards, as well as share real-life stories from tax season.

    NASBA CPE: 1 Hour/Taxes

    IRS CE: 1 Hour/Federal Tax Law

    Presented by  Kathy Hettick, EA, ABA, ATP, RTRP and Gene Bell, EA, ATA, CFP, RTRP

    September 30, 2014 - Hot Topics in the Federal Tax Controversy: The Latest Developments in Audits, Investigations, and Tax Litigation

    This webinar will provide you with an update regarding the latest developments in the tax controversy area and will focus on current Internal Revenue Service enforcement priorities, including:

    • International tax compliance and the Offshore Voluntary Disclosure Program (OVDP)
    • The Foreign Account Tax Compliance Act (FATCA)
    • Foreign bank account (FBAR) reporting, the new FinCEN 114 reporting form, and new electronic filing requirements
    • Audit rates and trends
    • The Form 1099-K/Small business initiative
    • The Gift Tax Return Compliance initiative

    Attendees will also get an update regarding the efforts of the IRS Criminal Investigation Division, including current criminal enforcement priorities and criminal investigation statistics/results.

    NASBA CPE: 2 Hours/Taxes

    IRS CE: 2 Hours/Federal Tax Law Update

    Presented by Matthew Lee, Esq.


    October 2, 2014 - IRS Collection Division Representation

    The IRS has loosened rules for installment agreements, late payment penalties and offers in compromise and has issued many recent announcements that expand taxpayer options under the Fresh Start program which has expanded each year. Get the latest on:

    • More flexible rules for streamlined installment agreements
    • Changes to the offer in compromise program
    • New rules for late payment penalty waivers
    • Fresh Start changes for lien filing and withdrawals
    • Streamlined offer in compromise rules

    NASBA CPE: 2 Hours/Taxes

    IRS CE: 2 Hours/Federal Tax Law Update

    Presented by Robert E. McKenzie, EA, Attorney


    October 9, 2014 - Solve Your Time Problem in Your Practice

    This is not your father's time management session. This is also not a time management class taught by an organizer consultant who brings home less than the average tax and accounting professional. These are tips from high-achieving women and men, many with young children at home, who have multiplied their revenue during the recession without becoming workaholics.

    NASBA CPE: 1 Hour/Personal Development

    Presented by Sandi Leyva


    October 21, 2014 - Business Expenses and the S Corporation

    As presented at the IRS Tax Forums this summer!

    S Corporations continue to be the most popular business entity in the United States today. In this webinar, gain an understanding of business expenses related specifically to the preparation of the S- Corporation tax return.

    NASBA CPE: 1 Hour/Taxes

    IRS CE: 1 Hour/Federal Tax Law

    Presented by Kathy Hettick, EA, ABA, ATP, RTRP and Gene Bell, EA, ATA, CFP, RTRP 


    October 30, 2014 - Ethical Dilemmas

    The unique nature of representation engagements lend themselves to difficult ethical issues, well beyond the relative safety of mainstream tax practice. Join a discussion on the ethical dilemmas faced by tax practitioners including: due diligence, conflicting interests, disreputable conduct and more.

    NASBA CPE: 2 Hours/Ethics

    IRS CE: 2 Hours/Ethics

    Presented by Robert E. McKenzie, EA, Attorney


    November 4, 2014 - Consents and Disclosures- Protect Your Client, Protect Yourself and Avoid Penalties

    More new changes effective January 1, 2014 to Code Section 7216! As tax practitioners, you need to know the rules of §7216 and §6713, when and how you can disclose or use taxpayer information. How does the ACA impact disclosure? This webinar provides an overview of the rules and related compliance penalties along with suggested "how-to" for implementation while still managing a trusted relationship with your client. With a proper process in place, these regulations can improve both accounting practices and relationships with our clients.

    NASBA CPE: 1 Hour/Taxes

    IRS CE: 1 Hour/Federal Tax Law

    Presented by Kathy Hettick, EA, ABA, ATP, RTRP and Gene Bell, EA, ATA, CFP, RTRP 


    November 13, 2014 - Give Yourself a Raise

    If you haven't given yourself a raise in a while (and you're not alone due to the economy's woes), you may be wondering how to increase your rates while keeping your risk of losing clients low. This webinar delivers the content you need to build your pricing skills so that you can confidently charge and get what you're worth.

    NASBA CPE: 1 Hour/Marketing

    Presented by Sandi Leyva

     

    All upcoming NSA ConnectED webinars are one to two hours and will start at 2:00 pm Eastern Time. One hour webinars are $35 for members and $65 for non-members. Two hour webinars are $65 for members and $95 for non-members. Order four or more live or archived webinars from 2013 and 2014 in one order and receive a 20 percent discount!

    A complete list of webinars can be found at webinars.nsacct.org, including a full lineup of recorded, on-demand CPE webinars that are available for purchase. More information is also available by calling NSA at 800-966-6679.

    # # # 
    

    NSA and its affiliates represent more than 30,000 members who provide accounting, auditing, tax preparation, financial and estate planning, and management services to approximately 19 million individuals and business clients. Most members are sole practitioners or partners in small- to medium-size accounting firms. NSA protects the public by requiring its members to adhere to a strict code of ethics and maintain an annual continuing education regimen. Learn more at www.nsacct.org.

  • 04 Sep 2014 2:16 PM | Anonymous

    FOR IMMEDIATE RELEASE

    Contact:    
    Al Rickard
    703-402-9713
    arickard@associationvision.com


    NSA Elects New Officers and Directors at 2014 Annual Meeting

    Alexandria, VA, September 4, 2014 - The National Society of Accountants (NSA) elected a slate of new officers, District Governors, and State Directors at its 69th Annual Meeting in Baltimore, MD.

    The following officers were installed to the NSA Executive Committee for 2014-2015:

    • President – Marilyn M. Niwao, JD, CPA, ATA, CGMA, Wailuku, HI
    • First Vice President – Kathy R. Hettick, EA, ABA, ATP, RTRP, Enumclaw, WA
    • Second Vice President – Alfred Giovetti, CPA, ABA, ATA, ARA, Catonsville, MD

    Governors for NSA Districts II, IV, VI, VIII, and X were elected to the NSA Board of Governors for two-year terms ending in 2016. Elected to terms as governors were:

    • Robert Genovese, ATA, ATP, RTRP, Howard Beach, NY (District II)
    • Dave Rancourt, EA, ATA, ABA, ARA, Sarasota, FL (District IV)
    • Cynthia Hunt, EA, ATA, Huntsville, AL (District VI)
    • Bradley Crain, CPA, Prescott, AR (District VIII)
    • Christine Freeland, CPA, ABA, ARA, CSA, Chandler, AZ (District X)

    State Directors elected to new terms in several districts included:

    District I

    Marcus McAllister, EA, Jay, ME

    Jerome Sweeney II, CPA, JD, ABA, ATA, ATP, Boston, MA

    Edda Martin, ATP, ARA, Exeter, NH

    Thomas Fuoco, Sr., EA, East Greenwich, RI

    District III

    Ronald Grafman, EA, Germantown, MD

    Kathleen Lovett, CPA, Reedsville, WV

    District V

    Robert Thoma, EA, ABA, ATA, ATP, ARA, Columbia, IL

    Frankie Cummings, EA, Greencastle, IN

    Richard Petrucha, EA, ABA, Troy, MI

    Thomas Adler, CPA, ATA, ATP, RTRP, Madison, WI

    District VII

    Allen L. Kockler, EA, RTRP, Nevada, IA
    Sally Levitt, EA, PA, ATA, ABA, Shawnee, KS 

    Lorinda Jean Grady, EA, ABA, Lees Summit, MO

    Ellen E. Stebbins, EA, ABA, ATA, ATP, ARA, Blooming Prairie, MN

    Eric R. Hansen, ATP, RTRP, Omaha, NE

    Albert D. Krueger, EA, Harvey, ND

    District IX

    Kathy Hammer, EA, ATA, ABA, ATP, Kenai, AK

    Robert Kuziak, PA, ATP, ARA, Aurora, CO

    W. Brian Haderlie, CPA, Rexburg, ID

    Mary Lemons, EA, ABA, Darby, MT

    Shirly Kindig, ABA, John Day, OR

    Lawrence Walkden, EA, ATA, ABA, RTRP, ARA, Monroe, WA

    Julane M. Wood, EA, ABA, ATA, ATP, ARA, Cheyenne, WY

    District XI

    Isoo (Dick) Oshima, CPA, Honolulu, HI

    For more information about NSA, visit www.nsacct.org.

    # # #
    

    NSA and its affiliates represent more than 30,000 members who provide accounting, auditing, tax preparation, financial and estate planning, and management services to approximately 19 million individuals and business clients. Most members are sole practitioners or partners in small- to medium- size accounting firms. NSA protects the public by requiring its members to adhere to a strict code of ethics. For more information, visit www.nsacct.org.

  • 11 Jul 2014 10:17 AM | Anonymous

    FOR IMMEDIATE RELEASE

    Contact: Al Rickard
    703-402-9713
    arickard@associationvision.com

    NSA Scholarship Foundation Announces 2014 Scholarship Winners

    Alexandria, VA, July 11, 2014 - A total of 33 students have earned scholarships from the National Society of Accountants (NSA) Scholarship Foundation. Together, they will receive $34,450 in scholarship awards.
    The Foundation has provided more than $1 million since 1969 to deserving undergraduate and graduate students who are committed to pursuing a career in accounting, helping to develop more qualified young accountants.
    The scholarships range from $500 - $2,000. Recipients were selected on the basis of an overall outstanding academic record, demonstrated leadership and participation in school and community activities, honors, work experience, stated goals and aspirations, and financial need.

    “This support is critical to help ensure that we encourage young people to become accountants and provide a steady stream of new talent into the profession,” explains NSA Scholarship Foundation President Matthew C. Lewis, EA, ATA, Delta, CO.

    The 2014 scholarship recipients are listed below with their universities, the NSA Affiliated Organizations or the named scholarships that provided funding, and the amount of each scholarship:


    Alana Ascanio
    Florida International University
    Florida Society of Accountants: $500

    Emily Babski
    Virginia Polytechnic Institute and State University: $500

    Alessandra Baixeras
    University of Miami
    Florida Society of Accountants Peace River Chapter: $500

    Adam Cebulla
    University of Mary
    Montana Society of Public Accountants and the North Dakota Society of Accountants: $1,500

    Rachel Chaney
    University of North Carolina at Greensboro
    North Carolina Society of Accountants: $1,200

    Tiffany Chen
    University of Portland
    Oregon Association of Independent Accountants: $1,000

    Yvonne Clark
    Eastern Washington University
    Washington Association of Accountants: $1,000

    Travis Cortez
    University of Alaska Fairbanks
    Alaska Society of Independent Accountants: $500

    Mallory Coulombe
    Southern New Hampshire University
    New Hampshire Society of Accountants: $1,000

    Matthew Daddario
    Daemen College
    New York Society of Independent Accountants: $500

    Daniel Dunnigan
    Saint Bonaventure University
    Milton Brown Award: $1,000

    Rebecca Galindo
    University of Southern California
    Steven Desdier Memorial Award: $1,000

    Robert Gilmore
    Southeast Missouri State University
    Missouri Society of Accountants: $1,000

    Katelyn Goettl
    University of Wisconsin-Eau Claire
    Millard D. Ashley Memorial Award: $1,000

    Anna Hauer
    University of Wisconsin-Madison
    Wisconsin Association of Accountants: $500

    Jordyn Herzog
    Carroll University
    Wisconsin Association of Accountants: $500

    Meredith Keeton
    Belhaven College
    Ronny Woods Memorial Award: $1,000

    Jessie Levno
    Eastern Washington University
    Stanley H. Stearman Award: $2,000

    Allison Nelson
    University of Wisconsin-Superior
    Wisconsin Association of Accountants: $500

    Eric Nielsen
    University of Nebraska-Lincoln
    Nebraska Society of Independent Accountants: $1,000

    Ashley Ortiz
    Arizona State University
    Arizona Society of Practicing Accountants: $2,000

    Allison Richter
    Drake University
    Accountants Association of Iowa: $1,000

    Kristen Rohrer
    Eastern Illinois University
    Independent Accountants Association of Illinois: $1,750

    Aaron Rosipajla
    University of San Diego
    Public Accountants Society of Colorado: $1,000

    Zoe Scheve
    Iowa State University
    Accountants Association of Iowa: $1,000

    Hannah Sick
    Lock Haven University
    Pennsylvania Society of Tax & Accounting Professionals: $1,000

    Samantha Sgroi
    Lasell College
    Maine Association of Professional Accountants: $1,000

    Jasper Stewart
    University of Arkansas Main Campus
    Arkansas Society of Accountants: $1,000

    Katrina Velasco
    Washington State University
    Washington Association of Accountants: $1,000

    Kendall Williams
    Alabama State University
    Alabama Association of Accountants and Tax Preparers: $1,500

    Zach Williams
    University of South Alabama
    Alabama Association of Accountants and Tax Preparers: $1,500

    Kyle Yasumiishi
    University of Washington-Seattle Campus
    Washington Association of Accountants: $1,000

    Sherman L. Standberry of Georgia State University also received a second-year renewal of the $2,000 Stanley Stearman Award.

    To learn more about the NSA Scholarship Foundation program or to make contributions, visit http://www.nsacct.org/about/nsa-scholarship-foundation

    # # #

    NSA and its affiliates represent more than 30,000 members who provide accounting, auditing, tax preparation, financial and estate planning, and management services to approximately 19 million individuals and business clients. Most members are sole practitioners or partners in small- to medium- size accounting firms. NSA protects the public by requiring its members to adhere to a strict code of ethics. For more information, visit www.nsacct.org.

    The National Society of Accountants (NSA) Scholarship Foundation is a 501(c)3 tax-exempt organization formed in response to NSA member commitment to education and the accounting profession. Through its national scholarship program, the Foundation encourages the next generation of accountants by providing financial assistance to college students majoring in accounting. The NSA Scholarship Foundation, a tax-exempt organization, relies on voluntary, tax-deductible contributions received from individuals, businesses and organizations to fund the activities necessary to sustain its programs.
  • 02 Jun 2014 10:06 AM | Anonymous

    NSA has a great program scheduled for its 69th Annual Meeting in Baltimore, August 20-23.  IRS Commissioner, John Koskinen will be the keynote speaker on Thursday morning. In addition, there will be 17 hours of CPE plus a pre-conference EA Exam Review Course beginning on August 18th. Visit www.nsabaltimore2014.org for further information.

  • 28 May 2014 2:49 PM | Anonymous

    FOR IMMEDIATE RELEASE

    Contact:     Al Rickard, 703-402-9713, arickard@associationvision.com 

    National Society of Accountants Announces Upcoming

    Webinars for Tax and Accounting Professionals

    ALEXANDRIA, VA, May 28, 2014 undefined The National Society of Accountants (NSA) has announced the latest programs in its series of ConnectED Webinars, which are all approved for continuing professional education (CPE) by the Internal Revenue Service (IRS), National Association of State Boards of Accountancy (NASBA), Accreditation Council for Accountancy and Taxation (ACAT) and California Tax Education Council (CTEC).

    The following tax, practice management and ethics webinars for tax and accounting professionals are scheduled for late May and June:

    Why Isn’t Your Website Working
    May 29, 2014 2 pm EST
    Learn a simple yet extremely profitable 5-step formula for improving your website to get more business, close leads faster, and attract a higher quality client.

    (1 hour NASBA CPE- Practice Management)
    Presented by Sandi Smith Leyva

    Audit Reconsideration
    June 3, 2014 2 pm EST
    Sometimes clients fail to respond in a timely way 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. It will also discuss the taxpayer's options when the IRS denies their request for audit reconsideration.

    (2 hours NASBA CPE- Taxes/ 2 hours IRS CE- Federal Tax Law)
    Presented by Robert E. McKenzie

     

    A Brave New World for U.S. Taxpayers with Foreign Assets: Navigating the New and Enhanced FBAR and FATCA Reporting Requirements
    June 5, 2014 2 pm EST
    This webinar will explore the new FATCA foreign asset reporting rules, provide an update on the existing FBAR reporting regime for foreign bank accounts, address the FATCA information reporting requirements for foreign banks, and discuss the U.S. government's enforcement efforts (both criminal and civil) in this area and the likely direction of future enforcement activity.

    (2 hours NASBA CPE- Taxes/ 2 hours IRS CE- Federal Tax Law Update)
    Presented by Matthew D. Lee

    Penalty Games: Reducing IRS Penalties
    June 10, 2014 2 pm EST
    Each day the IRS asserts millions of dollars in tax penalties against taxpayers. Many of those penalties are subsequently abated because of quality representation by experienced practitioners. This webinar discusses the basics of supporting reduction of IRS tax penalties.

    (2 hours NASBA CPE- Taxes/ 2 hours IRS CE- Federal Tax Law)
    Presented by Robert E. McKenzie

     

    Six Ways to Make More, Work Less, and Serve Clients Better in Your Accounting Practice
    June 26, 2014 2 pm EST
    This webinar will give participants ideas to help you grow their accounting practice, make more money, and improve client service.

    (1 hour NASBA CPE- Practice Management)
    Presented by Sandi Smith Leyva

     

    All upcoming NSA ConnectED webinars are one to two hours and will start at 2:00 pm Eastern Time. One-hour webinars are free to nonmembers and members. Two-hour webinars are $65 for members and $95 for non-members. Order four or more new 2014 webinars or archived 2013 webinars in one order and receive a 20 percent discount!

    A complete list of webinars can be found at webinars.nsacct.org, including a full lineup of recorded, on-demand CPE webinars that are available for purchase. For more information, contact NSA at 800-966-6679 or visit www.nsacct.org.

    # # #

    NSA and its affiliates represent more than 30,000 members who provide accounting, auditing, tax preparation, financial and estate planning, and management services to approximately 19 million individuals and business clients. Most members are sole practitioners or partners in small- to medium- size accounting firms. NSA protects the public by requiring its members to adhere to a strict code of ethics. For more information, visit www.nsacct.org.

©2018, Virginia Society of Tax & Accounting Professionals, formerly The Accountants Society of Virginia, 
is a 501(c)6 non-profit organization.

PO Box 3363 | Warrenton, VA 20188 | Phone: (800) 927-2731 | Fax: (888) 403-0920 | asv@virginia-accountants.org

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