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• 79th Annual Meeting & Convention

  • Start
    Wednesday, June 17, 2026
  •  
    12:00 PM
  • End
    Friday, June 19, 2026
  •  
    11:00 AM
  • Location
    Historic Brookstown Inn, Winston-Salem, NC
  • Spaces left
    73

  Register

  NCSA 79th Annual Meeting & Convention 

  2026 Schedule

  Dates: June 17-19, 2026

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

  Please call the Brookstone Inn and mention NCSA to receive the group room rate.

  Room rates are $125 per night plus tax and include Hot Southern Breakfast each morning, Evening Wine & Cheese reception, Freshly baked cookies & milk at bedtime, complimentary parking and free high-speed wireless internet service. 

  Wednesday, June 17, 2026

  • Hotel Check-in
  • Noon        Registration Open
  • 1:00-4:45 PM    Practice Management Session
  • 5:30-6:30 PM    Kickoff Reception
  •     Dinner on your own
  • 8:00 PM  Nominating Committee
  • 8:00 PM    Game Time/Afterparty

  Thursday, June 18, 2026

  • 8:30 AM    Tax Practice Sessions ~Vendors and Demos
  • 12:15 PM    NSA Luncheon
  • 2-4:30 PM      NCSA Annual Meeting
  • 6:30 PM      President's Dinner offsite *(Dutch Treat)      
  •                       Jeffrey Adams on Fourth

  Friday, June 19, 2026

  • 8:30 AM       NCSA Installation Breakfast & Awards
  •                      Brief Meeting of Nominating Committee & 2026-2027 Board will follow 

  EDUCATION OFFERED

  Wednesday, June 17-

  Practice Management Session- 4 hrs. Accounting CE                   

  Reframing the Way You Service Clients and What You Charge

  with Rebecca Driscoll, CPA (2 hours Accounting CE) https://thereframe.co/

  In today's rapidly changing business environment, successful practitioners are finding new ways to deliver value, strengthen client relationships, and build more profitable practices. This session will explore how to evaluate your current service model, identify opportunities to enhance the client experience, and align your fees with the expertise and results you provide.

  Topics will include transitioning from transactional services to advisory relationships, setting client expectations, packaging services, value-based pricing strategies, and communicating fee increases with confidence. Attendees will gain practical ideas for improving profitability while continuing to provide exceptional service and maintaining strong client relationships.

  Whether you are a sole practitioner or part of a larger firm, this session will provide actionable strategies to help you rethink how you serve clients and ensure your pricing reflects the true value of your work.

  Mark Pricco is the founder and CEO/President of ATOM Software (Automated Tax Office Manager), a practice management software company designed primarily for tax preparation firms and accounting offices. He is also a CPA and owner of X-Tax, a tax preparation business based in Lansing, Michigan. 

  Mark is considered a tax-office operations expert and has spoken at industry conferences and contributed to discussions on tax workflow management and paperless office systems. He has advocated for replacing traditional paper file systems with digital workflow processes to improve efficiency and profitability.

  For someone in the tax and association management world, the most relevant aspect of Mark's work is that ATOM focuses on the operational side of a tax practice—workflow, staff management, client tracking, and office administration—rather than tax preparation itself. Many firms use it alongside tax software such as Drake, ProSeries, UltraTax, or Lacerte. 

  ATOM Software (1 hour accounting CE)

  The Right Tool: Increasing Efficiency and Profitability in Your Accounting Practice

  Presented by Mark Corum (1 hour accounting CE)

  QuickBooks Online has become the standard accounting platform for many firms, but its limitations can create inefficiencies that cost practitioners valuable time. In this session, Mark Corum, co-founder and lead developer of RightTool, will demonstrate how accounting professionals can streamline workflows, reduce repetitive tasks, and improve productivity through automation and enhanced functionality within QuickBooks Online. RightTool was developed specifically to address common frustrations experienced by bookkeepers, accountants, and tax professionals and has become a popular productivity solution in the accounting industry.

  Attendees will learn how to leverage tools and technology to work more efficiently, improve client service, and create additional capacity within their practice without increasing staff. Practical demonstrations and real-world examples will highlight ways to save time, reduce errors, and enhance the overall user experience in QuickBooks Online. 

  Thursday, June 18- 8:30 a.m.

  Individual & Business Hot Topics
  2 Hours IRS CE (A8FPT-T-00113-26-I)

  Stay current on the latest federal tax developments affecting both individual and business taxpayers. This session will provide an overview of key provisions of the One Big Beautiful Bill Act and other recent tax law changes that practitioners need to understand for the 2026 filing season.

  Topics include enhanced standard deductions, revised tax brackets, expanded child tax credits, new exclusions for tip income and overtime pay, Social Security benefit exclusions for qualifying seniors, and changes to the SALT deduction limitation. Participants will also review IRS initiatives related to refund delivery methods and taxpayer compliance.

  Business tax topics will cover the permanent extension of the Section 199A Qualified Business Income Deduction, restoration of 100% bonus depreciation, updates to Section 174 research and experimental expenditure rules, and planning opportunities for small business clients.

  Learning Objectives

  • Identify key individual tax law changes affecting 2026 tax planning and compliance.
  • Explain recent developments impacting business taxpayers and pass-through entities.
  • Recognize planning opportunities created by changes to deductions, credits, and depreciation rules.
  • Apply current tax law updates to client advisory and tax preparation engagements.

  
  

  Entity Issues:1065 vs. 1120S vs. Schedule C

  2 Hours IRS CE (A8FPT-T-00114-26-I)

  Choosing the appropriate business entity remains one of the most important decisions affecting taxation, liability protection, succession planning, and long-term business growth. This session examines the advantages and disadvantages of sole proprietorships, partnerships, LLCs, and S corporations, providing tax practitioners with practical guidance for advising clients on entity selection and entity conversion decisions.

  Participants will explore the federal tax treatment of partnerships and S corporations, including income allocation flexibility, compensation strategies, basis considerations, distributions, self-employment tax implications, and tax-free formation rules. The program will also address estate and succession planning considerations, including the unique advantages partnerships may offer when ownership interests pass upon death.

  Through real-world examples and planning scenarios, attendees will gain a deeper understanding of how entity choice affects taxation and client outcomes.

  Learning Objectives

  • Compare the tax consequences of operating as a sole proprietorship, partnership, LLC, or S corporation.
  • Identify opportunities and challenges related to entity formation, compensation, and distributions.
  • Evaluate self-employment tax and basis considerations for various entity structures.
  • Recognize estate and succession planning implications associated with entity selection.

  
  

  
  

  
  

  
  

  
  

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