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North Carolina Society of Accountants, Inc.

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ncsa calendar of events

Calendar of Events

    • Friday, November 03, 2017
    • 8:00 AM - 4:00 PM
    • Pinewood Country Club, Asheboro, NC
    Register

    8 Hrs. Accounting CPE 

    NO IRS APPROVED CREDIT WILL BE AWARDED FOR THIS EVENT

    Fees: State Level NCSA or Chapter Only Members $100 

    Non-members $125

    Paper registration - click here

    Topics:

    SSARS Update- 4 hours: This will cover SSARS 21-23, including related topics. It will cover preparations, compilations, reviews and pro forma financial statements.

    Special Purpose Frameworks- 2 hours: This will cover cash, modified cash, tax basis and FRF-SME along will related issues.

    Personal Financial Statements- 1 hour: This will cover the requirements and risks of preparing personal financial statements.

    Making Financial Statements Useful- 30 min: This will cover the theory of useful financial statements.

    Going Concern- 20 minutes: This will cover the new GAAP rule, which will also be required for non- GAAP statements.

    Speaker: Jeffrey L. Sailor  www.jeffsailor.com

    Jeff Sailor earned a Masters Degree in Accounting with an emphasis in auditing from the University of Florida in Gainesville.  He passed the CPA exam on his first attempt in 1981.  Following graduation, Jeff joined the auditing staff at Peat Marwick in Jacksonville, Florida where he worked on a variety of large, national corporate accounts.  In 1984, he started his own full-service accounting practice in Ocala, Florida.  His clientele range from small retail businesses to diverse national corporations. Jeff is also AICPA Peer Reviewer and has developed auditing techniques, as well as auditing software. Jeff researches, writes, creates and teaches CPE through Group-Live, In-House and Webcast platforms.  He has been teaching professionally since 1992 throughout the United States and internationally.  Jeff has been invited to teach for numerous CPA State Societies and Chapter Groups, as well as large firms and corporate In-House events.  He was a featured speaker at two NASBA national conferences where he gave presentations on increasing teaching effectiveness with the use of humor and high-quality videos. Jeff’s teaching style is unique. He integrates a wonderful sense of humor with a thorough understanding of the CPE material and adds in a dash of high energy.  He has the gift of being able to take complex topics and present them in a format that is readily understood by seminar attendees regardless of their professional background or experience.  Jeff uses real-world examples to bring the material to life and he welcomes questions and discussion any time he teaches.   As a practicing CPA and Peer Reviewer, he knows what information you need to get the job done and his goal is to insure you learn the material and are able to use it on the job.



    • Friday, November 03, 2017
    • 4:00 PM - 6:00 PM
    • Pinewood Country Club, 247 Pinewood Rd. Asheboro, NC 27205
    Register
    The North Carolina Society of Accountants, Inc. will hold a regular meeting of the Board of Directors at 4:00 PM on November 3, 2017, at the Pinewood Country Club - 247 Pinewood Road, Asheboro, NC 27203.
    • Tuesday, November 14, 2017
    • 8:00 AM
    • Wednesday, November 15, 2017
    • 4:00 PM
    • Sheraton at Four Seasons, Greensboro, NC

    PTI 2017 CONFERENCE INFORMATION

    All PTI conferences are the direct result of a collaborative effort of CPAs, EAs, attorneys and public accountants actively engaged in the areas of income and estate taxation. We sincerely believe the “Practitioner to Practitioner” approach is the most effective way to provide quality CPE.

    The content of the 1040 continuing education conferences include both tax law update and accounting issues. The conferences are prepared as an update to improve taxation skills for attendees with basic to advanced technical knowledge. The teaching method used in the course is the “group-live” format. Prerequisites for the two day 16 CPE credit hour course are a basic working knowledge in the areas of taxation and accounting.

    Enrollment is open to all CPAs, EAs, attorneys, accountants, CLUs, trust officers, and other tax professionals regardless of years in practice or experience level.

    Refund Policies

    Cancellations 30 days or more in advance will receive a refund of 75%.

    Cancellations 10 – 30 days prior to the conference will receive a refund of 50%.

    Cancellations less than 10 days prior to the conference will receive a refund of 25%.

    Topics

    Employment Issues - Investment Income - Ethics - Installment Income - Small Business Issues - Partnerships - Individual Taxpayer Issues - Self-directed IRAs and investment issues - Rulings and Cases - Beneficiary/Estate - IRS Update - Ag Issues - New Developments (if available) -

    Conference Materials

    All conference attendees will receive our 2017 federal tax workbook and many additional conference materials. Attendees also receive our “PTI Quick Reference Chart,” as well as online access to updated workbook text & late year law changes—tools you will find indispensable at your desk.

    Additional Materials

    Each registration includes a workbook and PTI Quick Reference Chart. Use the link below to purchase additional copies post or pre-registration.

    Order and Pay Online here


    • Wednesday, November 15, 2017
    • 8:00 AM
    • Thursday, November 16, 2017
    • 4:00 PM
    • DoubleTree by Hilton Hotel Charlotte Airport, Charlotte, NC

    PTI 2017 CONFERENCE INFORMATION

    All PTI conferences are the direct result of a collaborative effort of CPAs, EAs, attorneys and public accountants actively engaged in the areas of income and estate taxation. We sincerely believe the “Practitioner to Practitioner” approach is the most effective way to provide quality CPE.

    The content of the 1040 continuing education conferences include both tax law update and accounting issues. The conferences are prepared as an update to improve taxation skills for attendees with basic to advanced technical knowledge. The teaching method used in the course is the “group-live” format. Prerequisites for the two day 16 CPE credit hour course are a basic working knowledge in the areas of taxation and accounting.

    Enrollment is open to all CPAs, EAs, attorneys, accountants, CLUs, trust officers, and other tax professionals regardless of years in practice or experience level.

    Refund Policies

    Cancellations 30 days or more in advance will receive a refund of 75%.

    Cancellations 10 – 30 days prior to the conference will receive a refund of 50%.

    Cancellations less than 10 days prior to the conference will receive a refund of 25%.

    Topics

    Employment Issues - Investment Income - Ethics - Installment Income - Small Business Issues - Partnerships - Individual Taxpayer Issues - Self-directed IRAs and investment issues - Rulings and Cases - Beneficiary/Estate - IRS Update - Ag Issues - New Developments (if available) -

    Conference Materials

    All conference attendees will receive our 2017 federal tax workbook and many additional conference materials. Attendees also receive our “PTI Quick Reference Chart,” as well as online access to updated workbook text & late year law changes—tools you will find indispensable at your desk.

    Additional Materials

    Each registration includes a workbook and PTI Quick Reference Chart. Use the link below to purchase additional copies post or pre-registration.

    Order and Pay Online here



    • Thursday, November 16, 2017
    • 8:00 AM
    • Friday, November 17, 2017
    • 4:00 PM
    • Long Bay Resort, Myrtle Beach, SC

    PTI 2017 CONFERENCE INFORMATION

    All PTI conferences are the direct result of a collaborative effort of CPAs, EAs, attorneys and public accountants actively engaged in the areas of income and estate taxation. We sincerely believe the “Practitioner to Practitioner” approach is the most effective way to provide quality CPE.

    The content of the 1040 continuing education conferences include both tax law update and accounting issues. The conferences are prepared as an update to improve taxation skills for attendees with basic to advanced technical knowledge. The teaching method used in the course is the “group-live” format. Prerequisites for the two day 16 CPE credit hour course are a basic working knowledge in the areas of taxation and accounting.

    Enrollment is open to all CPAs, EAs, attorneys, accountants, CLUs, trust officers, and other tax professionals regardless of years in practice or experience level.

    Refund Policies

    Cancellations 30 days or more in advance will receive a refund of 75%.

    Cancellations 10 – 30 days prior to the conference will receive a refund of 50%.

    Cancellations less than 10 days prior to the conference will receive a refund of 25%.

    Topics

    Employment Issues - Investment Income - Ethics - Installment Income - Small Business Issues - Partnerships - Individual Taxpayer Issues - Self-directed IRAs and investment issues - Rulings and Cases - Beneficiary/Estate - IRS Update - Ag Issues - New Developments (if available) -

    Conference Materials

    All conference attendees will receive our 2017 federal tax workbook and many additional conference materials. Attendees also receive our “PTI Quick Reference Chart,” as well as online access to updated workbook text & late year law changes—tools you will find indispensable at your desk.

    Additional Materials

    Each registration includes a workbook and PTI Quick Reference Chart. Use the link below to purchase additional copies post or pre-registration.

    Order and Pay Online here


Past NCSA Events

Friday, September 29, 2017 NCSA FALL PROFESSIONAL ACCOUNTING SEMINAR
Tuesday, September 26, 2017 Raleigh Chapter
Tuesday, September 26, 2017 Eastern Chapter
Thursday, August 31, 2017 Piedmont Chapter
Tuesday, August 29, 2017 Western Chapter
Tuesday, August 29, 2017 Sandhills - Sanford Chapter
Monday, August 28, 2017 Wilmington Chapter
Monday, August 28, 2017 Central Chapter
Monday, August 28, 2017 Hickory Chapter
Thursday, August 24, 2017 Burlington Chapter
Thursday, August 24, 2017 Charlotte Chapter
Tuesday, August 22, 2017 Raleigh Chapter
Tuesday, August 22, 2017 Eastern Chapter
Monday, August 21, 2017 Cape Fear Chapter
Monday, August 21, 2017 NSA 72nd Annual Convention
Monday, July 31, 2017 Carolina Professionals Tax Forum
Friday, July 21, 2017 NCSA Board of Directors Meeting
Friday, July 21, 2017 NCSA Leadership Conference / Committee Day
Saturday, June 24, 2017 NCSA Board of Directors Meeting
Thursday, November 17, 2016 PTI - Professional Tax Institutes 1040 Conference
Wednesday, November 16, 2016 PTI - Professional Tax Institutes 1040 Conference
Tuesday, November 15, 2016 NCSA Board of Directors Meeting
Tuesday, November 15, 2016 PTI - Professional Tax Institutes 1040 Conference
Tuesday, October 25, 2016 Charlotte
Tuesday, September 27, 2016 Charlotte
Tuesday, August 30, 2016 Western
Monday, August 29, 2016 Hickory
Thursday, August 25, 2016 Burlington
Thursday, August 25, 2016 Piedmont
Thursday, August 25, 2016 Sandhills - Sanford
Thursday, August 25, 2016 Central
Tuesday, August 23, 2016 Raleigh
Tuesday, August 23, 2016 Charlotte
Tuesday, August 23, 2016 Eastern
Monday, August 22, 2016 Cape Fear
Monday, August 22, 2016 Wilmington
Wednesday, August 17, 2016 NSA 71st Annual Meeting and Expo
Monday, August 15, 2016 NSA Enrolled Agent Exam Review Course
Thursday, July 28, 2016 Burlington
Thursday, July 28, 2016 Piedmont
Tuesday, July 26, 2016 Raleigh
Tuesday, July 26, 2016 Western
Tuesday, July 26, 2016 Charlotte
Tuesday, July 26, 2016 Eastern
Monday, July 25, 2016 Central
Monday, July 25, 2016 Wilmington
Friday, July 22, 2016 NCSA Board of Directors Meeting
Friday, July 22, 2016 NCSA Leadership Conference / Committee Day
Monday, July 18, 2016 Cape Fear
Saturday, July 16, 2016 Hickory
Wednesday, June 15, 2016 Annual Convention
Thursday, November 19, 2015 PTI - Professional Tax Institutes 1040 Conference
Wednesday, November 18, 2015 PTI - Professional Tax Institutes 1040 Conference
Tuesday, November 17, 2015 NCSA Board of Directors Meeting
Tuesday, November 17, 2015 PTI - Professional Tax Institutes 1040 Conference
Thursday, November 05, 2015 NSA GEAR UP 1040 INDIVIDUAL TAX SEMINAR
Friday, October 23, 2015 PRACTITIONER'S FORUM
Thursday, September 24, 2015 NCSA FALL PROFESSIONAL ACCOUNTING SEMINAR
Monday, August 31, 2015 Hickory
Thursday, August 27, 2015 Charlotte
Thursday, August 27, 2015 Burlington
Thursday, August 27, 2015 Piedmont
Thursday, August 27, 2015 Sandhills - Sanford
Tuesday, August 25, 2015 Western
Tuesday, August 25, 2015 Raleigh
Tuesday, August 25, 2015 Eastern
Monday, August 24, 2015 Wilmington
Monday, August 24, 2015 Central
Wednesday, August 19, 2015 NSA'S 70TH ANNUAL CONVENTION AND EXPO
Monday, August 17, 2015 Cape Fear
Friday, August 07, 2015 NSA'S ENROLLED AGENT EXAM REVIEW COURSE
Wednesday, August 05, 2015 CAROLINA'S TAX PROFESSIONALS SEMINAR
Friday, July 17, 2015 NCSA Board of Directors Meeting
Friday, July 17, 2015 NCSA Leadership Conference / Committee Day
Thursday, June 18, 2015 NCSA Board of Directors Meeting
Wednesday, June 17, 2015 NCSA Board of Directors Meeting
Wednesday, June 17, 2015 Annual Convention
Friday, May 15, 2015 NCSA Leadership Meeting
Friday, May 15, 2015 NCSA Board of Directors Meeting
Friday, May 15, 2015 SPRING PAS: Complex Business Issues
Wednesday, December 10, 2014 The 2014 Tax Short Course Series
Wednesday, December 10, 2014 The 2014 Tax Short Course Series
Monday, December 08, 2014 The 2014 Tax Short Course Series
Monday, December 08, 2014 The 2014 Tax Short Course Series
Wednesday, December 03, 2014 The 2014 Tax Short Course Series
Wednesday, December 03, 2014 The 2014 Tax Short Course Series
Monday, December 01, 2014 The 2014 Tax Short Course Series
Monday, December 01, 2014 The 2014 Tax Short Course Series
Thursday, November 20, 2014 PTI - Professional Tax Institutes 1040 Conference
Thursday, November 20, 2014 NSA Gear Up Individual Tax Seminar
Wednesday, November 19, 2014 PTI - Professional Tax Institutes 1040 Conference
Tuesday, November 18, 2014 PTI - Professional Tax Institutes 1040 Conference
Friday, October 24, 2014 Practitioners’ Forum
Thursday, September 25, 2014 NCSA Board of Directors Meeting
Thursday, September 25, 2014 SERVING A MATURING NATION
Monday, August 25, 2014 CAROLINA'S TAX PROFESSIONALS SEMINAR
Wednesday, August 20, 2014 NSA's 69th Annual Meeting
Monday, August 18, 2014 MANAGE A WEBSITE PAGE TRAINING
Friday, July 18, 2014 NCSA Leadership Conference / Committee Day
Thursday, June 26, 2014 Annual Convention
Thursday, June 26, 2014 Spring PAS-Practice Management
Wednesday, June 25, 2014 NCSA Board of Directors Meeting
Wednesday, December 11, 2013 The 2013 Tax Short Course Series
Wednesday, December 11, 2013 The 2013 Tax Short Course Series
Monday, December 09, 2013 The 2013 Tax Short Course Series
Monday, December 09, 2013 The 2013 Tax Short Course Series
Wednesday, December 04, 2013 The 2013 Tax Short Course Series
Wednesday, December 04, 2013 The 2013 Tax Short Course Series
Monday, December 02, 2013 The 2013 Tax Short Course Series
Monday, December 02, 2013 The 2013 Tax Short Course Series
Thursday, November 21, 2013 PTI - Professional Tax Institutes 1040 Conference
Wednesday, November 20, 2013 PTI - Professional Tax Institutes 1040 Conference
Tuesday, November 19, 2013 NCSA Board of Directors Meeting
Tuesday, November 19, 2013 PTI - Professional Tax Institutes 1040 Conference
Friday, October 25, 2013 Practitioners’ Forum
Thursday, October 17, 2013 NSA Leadership/Legislative Conference
Wednesday, August 21, 2013 NSA Annual Convention
Thursday, August 01, 2013 NCSA Board of Directors Meeting
Thursday, August 01, 2013 TRUSTS & ESTATES 1041s & 706/709 ESTATES & GIFTS
Tuesday, July 30, 2013 Sandhills / Sanford Chapter Meeting
Thursday, July 25, 2013 Charlotte Chapter Meeting Notice
Tuesday, July 23, 2013 Raleigh Chapter Meeting
Monday, July 22, 2013 Cape Fear Chapter Meeting
Monday, July 22, 2013 Central Chapter Meeting
Saturday, July 20, 2013 Hickory Chapter Meeting
Friday, July 19, 2013 NCSA Leadership Conference / Committee Day
Thursday, June 20, 2013 NCSA ANNUAL CONVENTION
Wednesday, June 19, 2013 SPRING PROFESSIONAL ACCOUNTING SEMINAR



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