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North Carolina Society of Accountants, Inc.

Promoting professionalism in accounting and taxation since 1947.

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Find a NCSA Professional Today

In 1947, the North Carolina Society of Accountants was founded to protect the practice rights of non-certified accountants in North Carolina. Through the ongoing monitoring of the NC State Board of CPA Examiners, legislative meetings and interaction and through promoting continuing professional education, the NCSA continues to meet our mission.

Are you looking for CE?  Check out:

 https://taxspeaker.com/

https://connect.nsacct.org/events/eventcalendar

https://www.ptitax.com/

Golden Leaf Recovery Loans 

https://ncrapidrecovery.org/

US Dept of Labor-Paid Leave Required Posters 

https://www.dol.gov/general/topics/posters

Daily Federal Updates

https://www.irs.gov/newsroom/tax-updates-and-news-from-the-irs


Daily State Updates 

https://www.aicpa.org/content/dam/aicpa/advocacy/tax/downloadabledocuments/coronavirus-state-filing-relief.pdf

Unemployment information 

https://www.des.nc.gov/news/alerts


CURRENT EVENTS 


Upcoming events

  • Twilight Knowledge Series(TKS) Tax Situations Roundtable

    • Tuesday, July 28, 2026
    • 6:00 PM - 7:00 PM
    • Zoom
    Register

    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

    Show details

  • NCSA Board of Directors Meeting

    • Tuesday, August 11, 2026
    • 12:00 PM - 1:30 PM
    • Zoom Link
    Register

    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


    Show details

  • NCSA Lunch n Learn

    • Thursday, August 13, 2026
    • 12:30 PM - 1:30 PM
    • Zoom
    Register

    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



    Show details

  • Twilight Knowledge Series(TKS) IRS Topics with Paul Sadler

    • Tuesday, August 25, 2026
    • 6:00 PM - 7:00 PM
    • Zoom
    Register

    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

    Show details

  • NCSA Fall Education 4 Webinars

    • Thursday, September 03, 2026
    • Thursday, September 24, 2026
    • 4 sessions
    • Zoom Meetings

    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.


    Show details

  • Twilight Knowledge Series(TKS)

    • Tuesday, September 29, 2026
    • 6:00 PM - 7:00 PM
    • Zoom

    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

    Show details

  • NCSA Lunch n Learn

    • Thursday, October 08, 2026
    • 12:30 PM - 1:30 PM
    • Zoom

    NCSA Lunch n Learn

    Speaker: Beth Evans, EA

    Topic: Contractors Section 460 Part III

    NCSA Member Cost $25

    Non Member Cost $40



    Show details

  • Twilight Knowledge Series(TKS)

    • Tuesday, October 27, 2026
    • 6:00 PM - 7:00 PM
    • Zoom

    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

    Show details

  • NCSA Lunch n Learn

    • Thursday, November 12, 2026
    • 12:30 PM - 1:30 PM
    • Zoom

    NCSA Lunch n Learn


    Speaker: Raina Dyer

    Topic Business Property Tax Lisitngs

    NCSA Member Cost $25

    Non Member Cost $40



    Show details

  • NCSA Lunch n Learn

    • Thursday, December 10, 2026
    • 12:30 PM - 1:30 PM
    • Zoom

    NCSA Lunch n Learn


    Speaker: 


    NCSA Member Cost $25

    Non Member Cost $40



    Show details

  • 80th Annual Meeting & Convention

    • Wednesday, June 09, 2027
    • 12:00 PM
    • Thursday, June 10, 2027
    • 5:00 PM
    • Historic Brookstown Inn, Winston-Salem, NC
    • 100

    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



    Show details

Join OUR NEW CIRCLE COMMUNITY: CO-LAB!!

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Co-Lab Sign Up 

  • A networking space where connections happen on your schedule.

  • A virtual water cooler where ideas and information flow freely.

  • A supportive community of accountants working together to shape the future of Main Street businesses.

We’re more than tax preparers or deadline chasers—we’re partners in creating brighter financial futures for our clients.

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