NSA September 2017 ConnectEd Webinars

The NSA has scheduled new CPE-credit webinars for September on topics like Innocent Spouse, and Recognizing International Issues. Check out the listings here, and on https://nsansawebinars.nsacct.org/.

NSA ConnectED webinars are offered both live and on-demand. 

Order four or more live or archived webinars in one order and receive a 20 percent discount.

Piling It On: Tax Penalties and How to Fight Them  

Thursday, September 7, 2017
2:00-4:00 pm (EDT)
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes


When the IRS determines a tax deficiency, you can bet that a tax penalty is not far behind. From failure to file or pay to fraud to trust fund recovery penalties, the IRS has used its ability to impose penalties with vigor.

This webinar will cover the most common tax penalties, how to protect a client from such penalties on the front end, and how to defend your client after penalties have been asserted.

Presented by Travis A. Greaves and T. Joshua Wu

Issue Spotting International Issues and How to Handle Them   

Tuesday, September 19, 2017
2:00-4:00 pm (EDT)
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes


The globe is shrinking to where a lot of clients have international issues and may not realize it. Whether your client accidently invested in a PFIC or they receive a K-1 with international reporting requirements, practitioners need to know how to handle these issues, especially since the penalties can be very large for simple mistakes. In this course, we will discuss common international issues that arise for clients and how to properly deal with them. We will also look at common international issues where practitioners need to be asking their clients for additional information.

Presented by Nicholas Preusch, CPA

Who is Really the Innocent Spouse? IRC §6015

Thursday, September 21, 2017
2:00-4:00 pm (EDT)
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes


Many times after filing a joint return spouses have opposing views of who should be responsible for a resulting tax obligation when the IRS comes to call. The IRS innocent spouse rules allow more taxpayers to receive relief from joint tax obligations.

Presented by Robert McKenzie, EA, ESQ

Medicaid Eligibility and Nursing Home Asset Protection 

Tuesday, September 26,2017
2:00-4:00 pm (EDT)
IRS CE: 2 Hours/Federal Tax Law
NASBA CE: 2 Hours/Taxes


This webinar will discuss the use of Long Term Care benefits under the Medicaid program and the best ways to incorporate this benefit into future health and asset protection planning.  In particular, explanations of the Long Term Care benefit will focus on:

  • The difference between nursing homes and other types of long term care
  • The different asset limits for married vs single individuals
  • An explanation of “penalty periods” and gifting exclusions
  • and the effect of State law on Medicaid benefits

We will also discuss planning strategies and how to advise your clients regarding “strategic” liquidation of assets, approaches to tax withholding within a Medicaid context, and asset protections approaches to qualified retirement accounts.

Presented by Michael B. Mathers, P.A.

Understanding Individual Retirement Account Funding and Tax Rules

Thursday, September 28,2017
2:00-4:00 pm (EDT)
IRS CE: 2 Hours/Federal Tax Law;
NASBA CE: 2 Hours/Taxes


Everyone in the financial services industry knows what an IRA is, but did you know that IRAs are one of the most complicated retirement plans in regards to rules and taxation?

This webinar will cover the 6 different types of IRA plans, explain the contribution and distribution tax rules for the various IRA plans, and provide you the knowledge you need to recommend an appropriate IRA to meet a client’s financial needs.

Presented by Eric A. Smith, ATP, CFP, CLU, ChFC, CRPC

For the full schedule of NSA ConnectEd webinars, visit this page.

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