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North Carolina Society of Accountants, Inc.

Promoting professionalism in accounting and taxation since 1947.

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ncsa calendar of events

Calendar of Events

    • Monday, August 21, 2017
    • Thursday, August 24, 2017
    • Reno, Nevada




    • Monday, August 21, 2017
    • 6:30 PM - 8:30 PM
    • The Brass Lantern Steakhouse - Dunn, NC

    Chapter Meeting Notice


    Date: Monday, August 21, 2017

    Time: 6:30 pm

    Place: The Brass Lantern Steakhouse

                515 Spring Branch Rd., Dunn, NC 28334

                (910) 892-6309

                (I-95, Exit 72, Dunn, NC)

    Cost: $ 25.00 Make your check payable to:

    Cape Fear Chapter NCSA)                                              

    Speaker:  Guido van der Hoeven

    Program: Taxing Timber Issues

                       1 Hour CPE                A8FPT-T-00050-17-1

    This program will help clarify the basis of timber and many  other issues that relate to Timber Taxation.

    Please RSVP by Thursday, August 17, 2017, to Marsha Wheeler via email:  mwheeler14@nc.rr.com  Or by phone (910) 867-9427.

    • Tuesday, August 22, 2017
    • 6:00 PM - 8:00 PM
    • H & R Block office 629 Red Banks Rd, Greenville, NC

    The Eastern Chapter will meet on Tuesday, August 22, 2017 at 6:00pm at H&R Block in Greenville, NC. Janice Davidson, Assistant Director of Sales and Use Tax Division of North Carolina Department of Revenue will be speaking on Sales and Use Tax updates. The Eastern Chapter meets the 4th Tuesday each month. 

    Attendees are asked to bring their own meal & drink.

    For more information contact Karen Spruill at 

    karen.spruill@hrblock.com

    • Tuesday, August 22, 2017
    • 6:30 PM - 9:00 PM
    • Manchesters Bar & Grill; 9101 Leesville Road; Raleigh, NC 27613

    The Raleigh Chapter will meet on Tuesday, August 22, 2017 at Manchester’s Bar & Grill in Raleigh. The chapter’s own Larry Grossman will be speaking on Missing or Incorrect Depreciation and What to Do about It. 

    Past President Ronald D. Powell will be speaking in September, topic TBD. The Raleigh Chapter normally meets on the 4th Tuesday of each month. For more information contact Stephen Metelits at metelits@usa.net




    • Thursday, August 24, 2017
    • 6:15 PM - 9:00 PM
    • GOLDEN CORRAL, E INDEPENDENCE BLVD, MATTHEWS, NC

    The Charlotte Chapter will meet Thursday, August 24th at Golden Corral in Matthews. Bill Belchee will be speaking on Practice Management. Coming up on September 21st Lisa Wallace will be speaking on Social Security Administration. The Charlotte Chapter meets the 4th Thursday each month. For more information contact Trina Stahl at trina@jensehayes.com




    • Thursday, August 24, 2017
    • 6:30 PM - 9:00 PM
    • Kimber's Restaurant 230 W Main St, Gibsonville, NC

    The Burlington chapter will meet on August 24, 2017 Kimbers Restaurant in Gibsonville. Past President, Ronald D. Powell will be speaking on Practitioner’s Due Diligence. 

    For more information about the Burlington chapter contact Jim Holmes at jholmes.acct@yahoo.com


    • Monday, August 28, 2017
    • 6:00 PM - 8:00 PM
    • TBD

    The Hickory Chapter will meet on Monday, August 28, 2017 at 6:00pm at O’Charley’s. Denise Hammond will be speaking on information from the Carolina’s Tax Forum recently held in Charlotte.

    The Hickory Chapter normally meets the last Monday of each month.

    For more information contact Susan Dale Moore asusan@dalesaccounting.com


    • Monday, August 28, 2017
    • 6:00 PM - 8:30 PM
    • Sagebrush Steakhouse - 1505 E Dixie Dr, Asheboro, NC 27203

    The Central Chapter will meet on Monday, August 28, 2017 at 6:00pm at Sagebrush in Asheboro. Julie McNeill will be speaking with us about Payroll requirements for the preparer and business owners. Central Chapter meets on the 4th Monday of each month. For more information contact Kevin Robinson at kevrob@triad.rr.com



    • Monday, August 28, 2017
    • 6:00 PM - 8:30 PM
    • McAllister's Deli 740 College Road, Wilmington, NC

    The Wilmington Chapter will meet on Monday, August 28, 2017 at McAllisters Deli. John Maron from the NC Secretary of State will be speaking on Securities Fraud.

    The Wilmington Chapter meets the last Monday of each month.

    For more information contact Susan Corliss-Bland at susan@intrstar.net


      



    • Tuesday, August 29, 2017
    • 6:00 PM - 8:30 PM
    • TBD

    The Sandhills Chapter will meet on Tuesday, August 29, 2017, location TBD. President, James P. Upton, III will be speaking on Installment Agreements.

    The Sandhills/Sanford Chapter meets the last Thursday each month.

    For more information contact April Eads at angelicape@aol.com


    • Tuesday, August 29, 2017
    • 6:30 PM - 9:00 PM
    • Gondolier Restaurant, Asheville, NC

    The Western Chapter will meet on Tuesday, August 29, 2017 at Gondolier Restaurant in Asheville. Past President Ronald Powell will be speaking on Practitioner’s Due Diligence. 

    The Western Chapter meets the 4th Tuesday of each month. 

    For more information contact Beth Evans at beth.evans@precisionacct.com


                                             



    • Thursday, August 31, 2017
    • 6:30 PM - 9:00 PM
    • Hickory Tavern in Winston-Salem

    The Piedmont Chapter meet Thursday, August 31, 2017 at Hickory Tavern in Winston-Salem. Past President Ronald D. Powell will be speaking on Practitioner’s Due Diligence. Piedmont Chapter meets on the last Thursday of each month. For more information contact David Hooker at dlhacct@triad.rr.com

    • Friday, September 29, 2017
    • 7:30 AM - 5:00 PM
    • Pinewood Country Club, Asheboro, NC
    • Friday, November 03, 2017
    • 10:00 AM - 2:00 PM
    • Pinewood Country Club, 247 Pinewood Rd. Asheboro, NC 27205
    The North Carolina Society of Accountants, Inc. will hold a regular meeting of the Board of Directors at 2:00 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

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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