North Carolina Society of Accountants, Inc. upcoming events

Twilight Knowledge Series(TKS) Tax Situations Roundtable (Tuesday, July 28, 2026)

Tue, 28 Jul 2026 22:00:00 GMT

Join NCSA for the new Twilight Knowlege Series!

The Twilight Knowledge Series (TKS) will be hosting a roundtable discussion on tax situations. Bring your problem children and go over them with other tax preparers for solutions and ideas.

We will also be having a discussion on the NCSA 2026-2027 education programs. We really need your input as to what educational programs you would like. This is your society not just the Education Teams society. Is there an area that you may be less educated in than another and need more education? An area you are not as comfortable with? That is exactly what we need to know. Let’s us help you.

This meeting is free to all members. Please register at www.ncsa1947.org.

NCSA Members - no cost

Non Members - $40

NCSA Board of Directors Meeting (Tuesday, August 11, 2026)

Tue, 11 Aug 2026 16:00:00 GMT

North Carolina Society of Accountants Inc.

Board of Directors Meeting

Tuesday, August 11, 2026

Full Board meeting 12:00 p.m.-1:30 p.m.

North Carolina Society of Accountants is inviting you to a scheduled Zoom meeting.

Topic: NCSA Board of Directors Meeting

Time: Aug 11, 2026 12:00 PM Eastern Time (US and Canada)

Join Zoom Meeting

https://us02web.zoom.us/j/84247762906

Meeting chat link

https://us02web.zoom.us/launch/jc/84247762906

Meeting ID: 842 4776 2906

One tap mobile

+13092053325,,84247762906# US

+13126266799,,84247762906# US (Chicago)

Join by SIP

84247762906@zoomcrc.com

Join instructions

https://us02web.zoom.us/meetings/84247762906/invitations?signature=cv__eBUuuUerWf-iARHdANXLsxr-NVM32F4fB0ifQB4

Thank you,

Mary Roberts, NCSA President

NCSA Lunch n Learn (Thursday, August 13, 2026)

Thu, 13 Aug 2026 16:30:00 GMT

NCSA Lunch n Learn

No IRS CE

Speaker: Illa Burbank

Advisors’ Edge: Unlocking Employee Ownership for Your Clients

Discover how employee ownership can be a transformative business exit strategy for your clients. Advisors’ Edge: Unlocking Employee Ownership for Your Clients is a free training program brought to you by the North Carolina Employee Ownership Center (NCEOC), in collaboration with Project Equity. This course equips trusted advisors with the tools and insights needed to guide their clients through a transition to employee ownership.

Attendees will earn CE credit (1 hour for NASBA and CFP, 1 hour for EPI-CEPA and BEI), enhancing their professional expertise while learning about:

The fundamentals of employee ownership structures, including Employee Stock Ownership Plans (ESOPs), Worker Cooperatives, and Employee Owned Trusts (EOTs)
The financial and tax benefits of employee ownership.
Which model works for a particular business size and for the business owner's goals (as few as 4 employees!)

Did you know that employees do not contribute out of pocket and transactions are completed through loans and at market rates after an independent valuation? An owner can choose a partial sale or a full sale and may choose to exit or remain in the business after the sale.

Empower your clients to build enduring legacies, retain jobs in their communities, and unlock new possibilities for their businesses—all while elevating your practice with actionable, accredited knowledge.

NCSA Member Cost $25

Non Member Cost $40

Twilight Knowledge Series(TKS) IRS Topics with Paul Sadler (Tuesday, August 25, 2026)

Tue, 25 Aug 2026 22:00:00 GMT

Join NCSA for the new Twilight Knowlege Series!

The Twilight Knowledge Series (TKS) will be hosting a presentation by

Paul E.Sadler, Jr., Senior Stakeholder Liaison Communications & Liaison, Area 4.

This meeting is free to all members. Please register at www.ncsa1947.org.

NCSA Members - no cost

Non Members - $40

NCSA Fall Education 4 Webinars (Thursday, September 03, 2026)

Thu, 03 Sep 2026 16:00:00 GMT

Program Number-

Embracing AI for Tax & Accounting Pros

1 Hour CE Federal Tax Webinar

Rebecca Driscoll

September 3, 2026, Noon-1 p.m.

Program Description

Artificial intelligence is rapidly reshaping how tax and accounting professionals research, prepare, review, and advise. This program gives practitioners a practical, vendor-neutral foundation for understanding and responsibly adopting AI tools in a tax and accounting practice. Participants will explore what generative AI and machine learning are, how these technologies work at a conceptual level, and where they add measurable value across the engagement lifecycle — from client intake and document handling to tax research, workpaper preparation, and client communication.

Through guided examples and real-world scenarios drawn from everyday practice, instructors Rebecca Driscoll and Charlie Barmore of The AI Lab for Accountants demonstrate how professionals can use AI to streamline routine workflows, improve accuracy, and free up time for higher-value advisory work. Equal attention is given to the risks and professional responsibilities that accompany these tools, including data privacy and client confidentiality, accuracy and verification of AI-generated output, bias and reliability limitations, and the ethical and due-diligence standards that continue to govern the practitioner regardless of the technology used. By the end of the session, participants will be equipped to evaluate AI tools critically and integrate them into their practice in a manner consistent with professional standards.

Learning Objectives

Upon completion of this program, participants will be able to:

Describe the core concepts behind generative AI and machine learning as they apply to tax and accounting work.
Identify practical, high-value use cases for AI across the tax and accounting engagement lifecycle.
Recognize the limitations and risks of AI tools, including accuracy, confidentiality, data security, and bias concerns.
Apply appropriate verification and review procedures to AI-generated work product.
Evaluate AI tools against relevant professional responsibility and due-diligence obligations.

Program Number-

Trump Accounts What Now Federal Tax Update

1 Hour CE Federal Tax Webinar

Speaker: TBA

September 10, 2026, Noon-1 p.m.

Program Description

The One Big Beautiful Bill Act created a new category of tax-advantaged account for children — commonly known as a Trump Account — and the IRS has introduced Form 4547, Trump Account Election(s), as the mechanism for opening an initial account and electing the one-time federal pilot contribution. This program gives tax and accounting professionals a working command of these new rules so they can advise clients accurately during the 2026 filing season and beyond.

Participants will learn what a Trump Account is and how it functions as a form of traditional individual retirement account established for the exclusive benefit of an eligible child. The program walks through eligibility requirements, the $1,000 government pilot contribution for qualifying children, annual contribution limits and sources, the tax treatment of contributions and distributions, and the priority order of authorized individuals who may open an account. Substantial attention is devoted to the mechanics of Form 4547 itself — who files it, how it is filed with or apart from the individual return, common filing errors to avoid, and how clients can view and submit elections through their IRS individual online account.

Through practical examples, the instructors show how to counsel families on whether and when to open an account, how these accounts interact with existing savings and retirement planning, and the documentation practitioners should maintain. The program is current as of the December 2025 revision of Form 4547 and the related Treasury and IRS guidance.

Learning Objectives

Upon completion of this program, participants will be able to:

Explain what a Trump Account is and how it is characterized for federal tax purposes.
Determine which children are eligible and identify the authorized individuals who may open an account, in their order of priority.
Apply the rules for the $1,000 federal pilot contribution, annual contribution limits, and employer contributions.
Describe the tax treatment of contributions during the growth period and the applicable distribution rules.
Complete and file Form 4547 correctly, including the interaction with the individual income tax return and common filing pitfalls to avoid.
Advise clients on planning considerations for establishing and funding a Trump Account.

Program Number-

Intro to Lien Releases Federal Tax Matters

1 Hour CE Federal Tax Webinar

Speaker: Ayisha Hayes, EA

September 17, 2026, Noon-1 p.m.

Program Description

A federal tax lien can attach to a client's property and disrupt their ability to sell, refinance, or borrow. This introductory program gives tax professionals a clear, practical foundation in how federal tax liens arise and, more importantly, how they are released, discharged, subordinated, or withdrawn. Participants will gain the working knowledge needed to help clients navigate the resolution process with confidence.

The program begins with the fundamentals: how the statutory federal tax lien is created, the role of the Notice of Federal Tax Lien in establishing priority against other creditors, and how a lien differs from a levy. From there, instructor Ayisha Hayes, EA, walks through the mechanics of a lien release — including when the IRS is required to release a lien, the timing of automatic releases upon full satisfaction or expiration of the collection period, and how to request expedited action when a release is delayed or a client needs relief quickly.

Participants will also learn to distinguish a release from the related remedies of discharge of specific property, subordination, and withdrawal of the Notice of Federal Tax Lien, and will review the forms and documentation used to request each. Practical examples illustrate common client scenarios, such as clearing a lien to close a property sale, and the program emphasizes practitioner best practices for verifying that a release has properly posted with the relevant recording offices.

Learning Objectives

Upon completion of this program, participants will be able to:

Explain how a federal tax lien arises and the function of the Notice of Federal Tax Lien.
Distinguish a federal tax lien from a levy and describe how lien priority is determined.
Identify the circumstances under which the IRS releases a federal tax lien, including automatic release upon full payment or expiration of the collection statute.
Describe the process and documentation for requesting a lien release, including expedited requests.
Differentiate a release from discharge, subordination, and withdrawal, and recognize when each remedy applies.
Advise clients on verifying that a lien release has been properly recorded.

Program Number-A8FPT-T-00108-25-O

Contractors Section 460 Part I

1 Hour CE Federal Tax Webinar

Beth Evans, EA

September 24, 2026, Noon-1 p.m.

Program Description

Long-term contracts create unique tax accounting and reporting challenges for contractors and their tax professionals. This introductory webinar examines the fundamental requirements of Internal Revenue Code Section 460 and the tax accounting methods used to report income and expenses from qualifying long-term contracts.

Participants will learn how to identify a long-term contract, determine when the percentage-of-completion method is required, and recognize contracts that may qualify for an exception. The program will also cover contract cost allocation, estimating total contract costs, calculating the percentage of completion, and recognizing income during the life of a contract. Practical examples will demonstrate how Section 460 affects taxable income and tax return preparation. The webinar will also introduce the look-back method and common compliance issues encountered when working with contractor clients.

Learning Objectives

Upon completion of this webinar, participants will be able to:

Define a long-term contract under Internal Revenue Code Section 460.
Identify construction and manufacturing contracts that may be subject to Section 460.
Determine when the percentage-of-completion method is generally required.
Recognize contracts that may qualify for the home construction or small-contractor exceptions.
Distinguish between the percentage-of-completion method and the completed-contract method.
Explain how direct and indirect costs are allocated to long-term contracts.
Calculate the percentage of contract completion using the cost-to-cost method.
Explain how changes in estimated contract costs affect the recognition of taxable income.
Recognize the basic purpose of the look-back method for completed long-term contracts.

NCSA Fall Education 4 Webinars (Thursday, September 10, 2026)

Thu, 10 Sep 2026 16:00:00 GMT

Program Number-

Embracing AI for Tax & Accounting Pros

1 Hour CE Federal Tax Webinar

Rebecca Driscoll

September 3, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Describe the core concepts behind generative AI and machine learning as they apply to tax and accounting work.
Identify practical, high-value use cases for AI across the tax and accounting engagement lifecycle.
Recognize the limitations and risks of AI tools, including accuracy, confidentiality, data security, and bias concerns.
Apply appropriate verification and review procedures to AI-generated work product.
Evaluate AI tools against relevant professional responsibility and due-diligence obligations.

Program Number-

Trump Accounts What Now Federal Tax Update

1 Hour CE Federal Tax Webinar

Speaker: TBA

September 10, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Explain what a Trump Account is and how it is characterized for federal tax purposes.
Determine which children are eligible and identify the authorized individuals who may open an account, in their order of priority.
Apply the rules for the $1,000 federal pilot contribution, annual contribution limits, and employer contributions.
Describe the tax treatment of contributions during the growth period and the applicable distribution rules.
Complete and file Form 4547 correctly, including the interaction with the individual income tax return and common filing pitfalls to avoid.
Advise clients on planning considerations for establishing and funding a Trump Account.

Program Number-

Intro to Lien Releases Federal Tax Matters

1 Hour CE Federal Tax Webinar

Speaker: Ayisha Hayes, EA

September 17, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Explain how a federal tax lien arises and the function of the Notice of Federal Tax Lien.
Distinguish a federal tax lien from a levy and describe how lien priority is determined.
Identify the circumstances under which the IRS releases a federal tax lien, including automatic release upon full payment or expiration of the collection statute.
Describe the process and documentation for requesting a lien release, including expedited requests.
Differentiate a release from discharge, subordination, and withdrawal, and recognize when each remedy applies.
Advise clients on verifying that a lien release has been properly recorded.

Program Number-A8FPT-T-00108-25-O

Contractors Section 460 Part I

1 Hour CE Federal Tax Webinar

Beth Evans, EA

September 24, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this webinar, participants will be able to:

Define a long-term contract under Internal Revenue Code Section 460.
Identify construction and manufacturing contracts that may be subject to Section 460.
Determine when the percentage-of-completion method is generally required.
Recognize contracts that may qualify for the home construction or small-contractor exceptions.
Distinguish between the percentage-of-completion method and the completed-contract method.
Explain how direct and indirect costs are allocated to long-term contracts.
Calculate the percentage of contract completion using the cost-to-cost method.
Explain how changes in estimated contract costs affect the recognition of taxable income.
Recognize the basic purpose of the look-back method for completed long-term contracts.

NCSA Fall Education 4 Webinars (Thursday, September 17, 2026)

Thu, 17 Sep 2026 16:00:00 GMT

Program Number-

Embracing AI for Tax & Accounting Pros

1 Hour CE Federal Tax Webinar

Rebecca Driscoll

September 3, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Describe the core concepts behind generative AI and machine learning as they apply to tax and accounting work.
Identify practical, high-value use cases for AI across the tax and accounting engagement lifecycle.
Recognize the limitations and risks of AI tools, including accuracy, confidentiality, data security, and bias concerns.
Apply appropriate verification and review procedures to AI-generated work product.
Evaluate AI tools against relevant professional responsibility and due-diligence obligations.

Program Number-

Trump Accounts What Now Federal Tax Update

1 Hour CE Federal Tax Webinar

Speaker: TBA

September 10, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Explain what a Trump Account is and how it is characterized for federal tax purposes.
Determine which children are eligible and identify the authorized individuals who may open an account, in their order of priority.
Apply the rules for the $1,000 federal pilot contribution, annual contribution limits, and employer contributions.
Describe the tax treatment of contributions during the growth period and the applicable distribution rules.
Complete and file Form 4547 correctly, including the interaction with the individual income tax return and common filing pitfalls to avoid.
Advise clients on planning considerations for establishing and funding a Trump Account.

Program Number-

Intro to Lien Releases Federal Tax Matters

1 Hour CE Federal Tax Webinar

Speaker: Ayisha Hayes, EA

September 17, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Explain how a federal tax lien arises and the function of the Notice of Federal Tax Lien.
Distinguish a federal tax lien from a levy and describe how lien priority is determined.
Identify the circumstances under which the IRS releases a federal tax lien, including automatic release upon full payment or expiration of the collection statute.
Describe the process and documentation for requesting a lien release, including expedited requests.
Differentiate a release from discharge, subordination, and withdrawal, and recognize when each remedy applies.
Advise clients on verifying that a lien release has been properly recorded.

Program Number-A8FPT-T-00108-25-O

Contractors Section 460 Part I

1 Hour CE Federal Tax Webinar

Beth Evans, EA

September 24, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this webinar, participants will be able to:

Define a long-term contract under Internal Revenue Code Section 460.
Identify construction and manufacturing contracts that may be subject to Section 460.
Determine when the percentage-of-completion method is generally required.
Recognize contracts that may qualify for the home construction or small-contractor exceptions.
Distinguish between the percentage-of-completion method and the completed-contract method.
Explain how direct and indirect costs are allocated to long-term contracts.
Calculate the percentage of contract completion using the cost-to-cost method.
Explain how changes in estimated contract costs affect the recognition of taxable income.
Recognize the basic purpose of the look-back method for completed long-term contracts.

NCSA Fall Education 4 Webinars (Thursday, September 24, 2026)

Thu, 24 Sep 2026 16:00:00 GMT

Program Number-

Embracing AI for Tax & Accounting Pros

1 Hour CE Federal Tax Webinar

Rebecca Driscoll

September 3, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Describe the core concepts behind generative AI and machine learning as they apply to tax and accounting work.
Identify practical, high-value use cases for AI across the tax and accounting engagement lifecycle.
Recognize the limitations and risks of AI tools, including accuracy, confidentiality, data security, and bias concerns.
Apply appropriate verification and review procedures to AI-generated work product.
Evaluate AI tools against relevant professional responsibility and due-diligence obligations.

Program Number-

Trump Accounts What Now Federal Tax Update

1 Hour CE Federal Tax Webinar

Speaker: TBA

September 10, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Explain what a Trump Account is and how it is characterized for federal tax purposes.
Determine which children are eligible and identify the authorized individuals who may open an account, in their order of priority.
Apply the rules for the $1,000 federal pilot contribution, annual contribution limits, and employer contributions.
Describe the tax treatment of contributions during the growth period and the applicable distribution rules.
Complete and file Form 4547 correctly, including the interaction with the individual income tax return and common filing pitfalls to avoid.
Advise clients on planning considerations for establishing and funding a Trump Account.

Program Number-

Intro to Lien Releases Federal Tax Matters

1 Hour CE Federal Tax Webinar

Speaker: Ayisha Hayes, EA

September 17, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this program, participants will be able to:

Explain how a federal tax lien arises and the function of the Notice of Federal Tax Lien.
Distinguish a federal tax lien from a levy and describe how lien priority is determined.
Identify the circumstances under which the IRS releases a federal tax lien, including automatic release upon full payment or expiration of the collection statute.
Describe the process and documentation for requesting a lien release, including expedited requests.
Differentiate a release from discharge, subordination, and withdrawal, and recognize when each remedy applies.
Advise clients on verifying that a lien release has been properly recorded.

Program Number-A8FPT-T-00108-25-O

Contractors Section 460 Part I

1 Hour CE Federal Tax Webinar

Beth Evans, EA

September 24, 2026, Noon-1 p.m.

Program Description

Learning Objectives

Upon completion of this webinar, participants will be able to:

Define a long-term contract under Internal Revenue Code Section 460.
Identify construction and manufacturing contracts that may be subject to Section 460.
Determine when the percentage-of-completion method is generally required.
Recognize contracts that may qualify for the home construction or small-contractor exceptions.
Distinguish between the percentage-of-completion method and the completed-contract method.
Explain how direct and indirect costs are allocated to long-term contracts.
Calculate the percentage of contract completion using the cost-to-cost method.
Explain how changes in estimated contract costs affect the recognition of taxable income.
Recognize the basic purpose of the look-back method for completed long-term contracts.

Twilight Knowledge Series(TKS) (Tuesday, September 29, 2026)

Tue, 29 Sep 2026 22:00:00 GMT

Join NCSA for the new Twilight Knowlege Series!

The Twilight Knowledge Series (TKS) will be hosting a presentation by

This meeting is free to all members. Please register at www.ncsa1947.org.

NCSA Members - no cost

Non Members - $40

NCSA Lunch n Learn (Thursday, October 08, 2026)

Thu, 08 Oct 2026 16:30:00 GMT

NCSA Lunch n Learn

Speaker: Beth Evans, EA

Topic: Contractors Section 460 Part III

NCSA Member Cost $25

Non Member Cost $40

Twilight Knowledge Series(TKS) (Tuesday, October 27, 2026)

Tue, 27 Oct 2026 22:00:00 GMT

Join NCSA for the new Twilight Knowlege Series!

The Twilight Knowledge Series (TKS) will be hosting a presentation by Raina Dyer, Rental Property Tax Filings

This meeting is free to all members. Please register at www.ncsa1947.org.

NCSA Members - no cost

Non Members - $40

NCSA Lunch n Learn (Thursday, November 12, 2026)

Thu, 12 Nov 2026 17:30:00 GMT

NCSA Lunch n Learn

Speaker: Raina Dyer

Topic Business Property Tax Lisitngs

NCSA Member Cost $25

Non Member Cost $40

NCSA Lunch n Learn (Thursday, December 10, 2026)

Thu, 10 Dec 2026 17:30:00 GMT

NCSA Lunch n Learn

Speaker:

NCSA Member Cost $25

Non Member Cost $40

80th Annual Meeting & Convention (Wednesday, June 09, 2027)

Wed, 09 Jun 2027 16:00:00 GMT

SAVE THE DATES

(Event and Registration information for 2027 coming soon)

NCSA 80th Annual Meeting & Convention

2027 Schedule

Dates: June 9-10, 2027

Location: The Historic Brookstown Inn, 200 Brookstown Ave. Winston-Salem, NC 27101.

Wednesday, June 9, 2027

Hotel Check-in
Noon Registration Open

Thursday, June 10, 2027

8:30 AM Tax Practice Sessions ~Vendors and Demos
12:15 PM NSA Luncheon
2-4:30 PM NCSA Annual Meeting & Installation

EDUCATION OFFERED

Wednesday & Thursday, June 9-10, 2027

TBA