Loading...
NCACPA is transitioning to a new Learning Management System on June 1, 2025. To ensure you have access to your certificates and records, please take the following actions before May 31, 2025:
(1) Download any certificates/materials from Freestone before the platform shuts down. After this date, NCACPA staff will NOT be able to retrieve certificates for you.
(2) Submit any outstanding Certificates of Completion (CoCs) by May 31 to avoid potential compliance issues.
Note: Conferences, Clusters, and any in-person events do not reside in the Learning Record. If you need copies of those records, please contact our Experience Support Team. For official transcript requests, please visit this page.
Questions? Contact the Experience Support Team.
Whether you’re a seasoned professional or just starting your career, networking can feel overwhelming. Join NCACPA and Kari Saylor on Tuesday, September 30 from 12:00 – 1:00 pm ET via Zoom (this is a non-CPE event) for an interactive virtual networking workshop to break down the barriers to authentic connection-building ... More Info
Join NCACPA’s Financial Planning Networking Group, Michelle Davis, CPA/PFS, and Dr. Christine Cooper on Tuesday, May 27 from 12:00 – 1:00 pm ET via Zoom for a (non-CPE) event to provide participants with knowledge and tools needed to navigate the complex world of student loans. This event will: Help participants ... More Info
Beach Cluster Overview Held at the Holiday Inn Resort Lumina on Wrightsville Beach, this Cluster Event is designed to meet the diverse demands of your job. With specific updates in North Carolina’s business and Economic Trends, Technology, A&A, Tax, Fraud, & Personal Development. The program’s format is broken up into affordable, ... More Info
In this course, we review current year developments, recurring problems, and planning ideas affecting individual, corporate, and business income taxation. Using a combination of humor and examples, we will emphasize all major new tax legislation as well as other significant tax developments that affect 2025 tax-return preparation and 2025 income ... More Info
In this course, we review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2024 individual income tax planning and return preparation. The materials include a review of individual income taxation including * The Child Tax ... More Info
Due to meeting space limitations, we currently max the room at 55 for this event. If a larger space opens up and we are able to accommodate more in-person attendees, we will contact you directly. We strongly suggest early registration to guarantee your seat! In this course, we review current ... More Info
In this course, we review current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2025 individual income tax planning and return preparation. The major topics covered in this seminar include * A review of the latest ... More Info
Join us for our annual expedition through the harbors and swamps on the tax landscape this season. We will uncover the top issues with wide applicability and importance this year and explore the practical implications, potential pitfalls, and planning opportunities. Continually updated for items regarding tax reform. Required Knowledge: One ... More Info
With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their ... More Info
Whether you are a seasoned executive or a staff professional, we all have seen the damage from a crisis and “unexpected” trouble. Ignoring potential issues is inane in today’s environment. Leaders prevent problems. We will discuss how to prepare for and deal with a crisis, proven strategies to detect scams, ... More Info