Join NAEA from July 29th – August 1st, 2023, for the 2023 Tax Summit with networking opportunities at The Westin Kierland Resort and Spa in beautiful Scottsdale, Arizona! This three-day in-person Tax Summit focuses on representation, tax preparation, and practice management. Network with some of the best and brightest tax professionals and suppliers at this one-of-a-kind event.
Early Bird
ends May 19, 2023
Regular
May 20 – July 7
Late
July 8 – August 1
MEMBER
$850.00
$950.00
$1,150.00
NON-MEMBER
$1,150.00
$1,250.00
$1,450.00
Spouse/Guest Ticket: $500
Includes all sessions of NTPI Level 2, keynotes, the welcome reception, meals, and the closing session and NTPI graduation. Optional additions include lunch and learns and annual meeting.
Daily Ticket:
Includes access to any education session and the CE that goes with it, meals, expo hall, lunch and learn, and receptions hosted that day.
If an NAEA member (or non-member) registers for a conference or virtual learning conference and is unable to attend the event, the request for refund must be received (by NAEA) in writing to the Education Department staff. It will be approved on a case-by-case basis. Requests should be sent to education@naea.org. If the refund is approved by Education Department staff, then the purchase will be refunded by the original payment method. The last day to receive a full refund is June 30th. Starting June 31st, if you can no longer attend in person, you can switch to the On-demand option and receive a refund for the difference less an administration fee of $50. Roll overs are not allowed at this time.
Contact education@naea.org or 202-822-6232 with any questions.
Saturday, July 29th
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3:00 pm – 5:00 pm |
Main Registration / Help Desk
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3:00 pm – 6:30 pm |
Exhibit Hall (Open)
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5:00 pm – 6:30 pm |
Welcome Reception – All NAEA Members & Guests
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Sunday, July 30th
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7:00 am – 8:00 am |
Coffee / Light Breakfast
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7:00 am – 3:00 pm |
Registration / Help Desk
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7:00 am – 5:00 pm |
Exhibit Hall
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7:00 am – 5:00 pm |
Taxpayer Advocate Problem Solving Sessions
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8:00 am – 9:40 am |
Opening Welcome: Ethics Session (2 CE) Speaker: Laura Strombom, EA, USTCP
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10:10 am – 11:50 am |
Tax Track: Life Cycle of a Revocable Living Trust (2 CE) Speaker: Alice Orzechowski, CPA, EA
NTPI Level 2: FOIA Requests (1 CE) and Internal Revenue Manual (1 CE)
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12:10 pm – 12:50 pm |
Lunch and Learn – Sponsored by Ignition
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12:10 pm – 12:50 pm |
Lunch and Learn – Sponsored by Drake
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1:00 pm – 2:40 pm |
Tax Track: When 1099’s Are Taxable (2 CE)
NTPI Level 2: The Audit Reconsideration Process (2 CE)
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3:10 pm – 4:50 pm |
Tax Track: Reporting Sales of Business and Rental Real Estate (2 CE)
NTPI Level 2: Office Audit Case Study (2 CE)
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5:15 pm – 6:15 pm |
Keynote Speaker Session
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Monday, July 31st
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7:00 am – 8:00 am |
Coffee / Light Breakfast
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7:00 am – 3:00 pm |
Registration / Help Desk
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7:00 am – 5:00 pm |
Exhibit Hall
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8:00 am – 9:40 am |
Tax Track: Reasonable Compensation (2 CE)
NTPI Level 2: Enforced Collection Actions (2 CE)
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10:10 am – 11:50 am |
Tax Track: Practice Education – How to Create Tax Bundled Services Agreements (1 NAEA CE)
Tax Track: Using Advisory Services – Get Paid For Your Expertise (1 NAEA CE) Speaker: Domingue Molina, CPA, MST, CTS
NTPI Level 2: Offers in Compromise (2 CE)
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12:10 pm – 12:50 pm |
Lunch and Learn – Sponsored by Intuit
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12:10 pm – 12:50 pm |
Lunch and Learn – Sponsored by Avantax
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1:00 pm – 2:40 pm |
Tax Track: Digital Assets 101 (2 CE)
NTPI Level 2: Collection Appeals (2 CE)
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3:10 pm – 4:50 pm |
Tax Track: SECURE 2.0
NTPI Level 2: Examination Appeals (2 CE)
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5:15 pm – 6:15 pm |
NAEA Annual Meeting
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Tuesday, August 1st
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7:00 am – 8:00 am |
Coffee / Light Breakfast
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7:00 am – 3:00 pm |
Registration / Help Desk
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7:00 am – 5:00 pm |
Exhibit Hall
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8:00 am – 9:40 am |
Tax Track: Day Trader (1 CE)
Tax Track: Office in the Home (1 CE)
NTPI Level 2: Penalty Abatement Strategies (2 CE)
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10:10 am – 11:50 am |
Tax Track: Practice Education – Newton’s Laws of Motion – Their Real Application to Executing Through Change in Your Firm (1 NAEA CE)
Tax Track: Practice Education Wellness Session (1 NAEA CE)
NTPI Level 2: Introduction to Business Representation (2 CE)
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12:10 pm – 12:50 pm |
Lunch and Learn – Sponsored by TaxAct
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12:10 pm – 12:50 pm |
Lunch and Learn – Sponsored by CPACharge
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1:00 pm – 2:40 pm |
Tax Track: Is Rental a Trade or Business? (2 CE)
NTPI Level 2: Case Management Strategies (2 NAEA CPE)
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3:10 pm – 4:50 pm |
Tax Track: Practice Education – Influencing Clients to Change (1 NAEA CE)
Tax Track: Practice Education – Protecting Your Balance – Calendaring Rhythms for Success (1 NAEA CE)
NTPI Level 2: Capstone Course (Level 2) (2 CE)
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5:15 pm – 6:15 pm |
NAEA Graduation Ceremony and Closing Session
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NTCPI Track CE: 22 IRS/CTEC CE, 2 NAEA CE
Tax Track CE: 20 IRS/CTEC CE, 4 NAEA CE
Breakfast and lunch are included each day for all attendees.
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Dominique Molina is the co-founder and President of the American Institute of Certified Tax Planners (AICTP). She is also the founder of Think Outside The Tax Box, a bi-weekly e-newsletter on tax planning and tax saving strategies for tax pros and business owners, and CEO of MidasIQ, online tax reduction education for the general public.
Matt Metras, EA is the owner of MDM Financial Services in Irondequoit, NY. He has been practicing since 2003 and specializes in bookkeeping and taxation for cryptocurrency clients. He is a frequent guest on the Bitcoin Taxes podcast. He has instructed on Cryptocurrency Taxation for the National Association of Enrolled Agents, the National Association of Tax Professionals, The American Institute of Certified Tax Planners, and many other organizations. Additionally, he is a contributing writer for thinkoutsidethetaxbox.com. Matt is also a passionate community advocate and serves as the President of his local Board of Education.
Alice Orzechowski, CPA, CMA, EA, is a national speaker on tax topics. Currently she is teaching Federal Tax Updates both Individual and Business for Western CPE. She is also the author of numerous articles and textbooks for tax professionals including “101 Tips for Maximizing College Financial Aid” and “Success Strategies for Understanding and Avoiding AMT”. Her CPA practice in Frederick, MD specializes in taxes for individuals, small businesses and estates and trusts.
Thomas A. Gorczynski, EA, USTCP is a Phoenix-based tax professional whose practice specializes in tax preparation, planning, and representation. He earned an MS in Taxation from Golden Gate University and a certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. He serves on the NTPI Planning and Government Relations Committees. Mr. Gorczynski is a nationally-known speaker in the tax field and co-owner of Compass Tax Educators.
Laura Strombom, EA, earned her enrolled agent license in 2001, her MBA in 1999, and became a National Tax Practice Institute™ (NTPI®) Fellow, class of 2010. The year 2019 marked her second year as an instructor for the National Association of Enrolled Agents. Laura has previously taught college courses in taxes and accounting, and enjoys all opportunities she gets to teach. She is involved in the Big Valley Chapter of the California Society of Enrolled Agents. Her practice, located in Stockton, California, offers preparation and representation services to all manner of taxpayers. Niche markets include clergy, daycare, trucking, construction, and medical professionals.
Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession, a community since 2001.
Through his 20+ years in the profession Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices. His role of launching Practice Forward while part of Thomson Reuters was part of the large Advisory transition wave in the profession.
Known for his combination of creativity and practicality, Will’s excitement and passion for seeing firms achieve their success is palpable in all of his interactions. Will stays active in writing, presenting, and sharing thought leadership through many avenues. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting”. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards).
Contact: LinkedIn https://willhillconsults.com/ will@willhillconsults.com
The Westin Kierland Resort & Spa
6902 East Greenway Parkway
Scottsdale, AZ 85254, US
Cutoff: July 7th, 2023
Reservations: 480.624.1202
Please note reservation requests received after the cutoff date will be based upon availability at the Hotel’s prevailing rates.
| 7/28/2023 | 7/29/23 | 7/30/23 | 7/31/23 | 8/1/23 | |
| Day | FRI | SAT | SUN | MON | TUES |
| Rate | $165.00 | $165.00 | $165.00 | $165.00 | $165.00 |
Rates do not include the reduced $10 resort fee or applicable state and local taxes, currently 12.57%.
Resort Fee includes: Resort Wide premium wireless internet access in guest rooms, public areas, and meeting space; Any local, long distance (domestic) and 1-800 guest room calls; Access to Agave, The Arizona Spa facilities, Run Concierge, and boot camp, yoga and Wellness Walk classes; Shuttle service to Kierland Commons and Scottsdale Quarter shopping and dining districts; Complimentary s’mores (Friday and Saturday from 6:00pm to 8:00pm); Complimentary two-hour bike rental per registered guest per day, based on availability; Tennis, Pickleball, and Basketball court privileges, includes equipment rental.
Check-in time is 4:00 pm. Check-out time is 11:00 am. Guests arriving prior to the Hotel check-in time shall be accommodated as rooms become available.
On-site parking, fee: 20 USD daily
Valet parking, fee: 35 USD daily
*Warning About Housing Scams
NAEA does not use a housing bureau or third-party agency for hotel accommodations or any other travel arrangements. Any claims by any company stating otherwise are not true. Please be sure you are booking directly through the links on this page or directly with the Westin Kierland Hotel.
Things to do at the Westin Kierland
Want to book a round of golf while you stay at the Westin? Tax Summit attendees can start booking tee times 60 days in advance. Reserve your spot online at www.kierlandgolf.com or by calling The Westin’s reservation center at (480) 922-9283.
Creating a safe, worry-free experience is our top priority.
NAEA is preparing the 2023 Tax Summit event experience so that all individuals onsite—attendees, speakers, staff, and venue personnel—remain safe and comfortable throughout the event. We are monitoring the COVID-19 pandemic and in constant communication with our partners at The Westin Kierland Resort and Spa.
We’re facilitating measures that will ensure optimal health and sanitary conditions in all environments where in-person interaction takes place. Read NAEA’s Duty of Care Plan.
*We are continually following the COVID-19 pandemic and these requirements will be updated as needed.
Our host venue, The Westin Kierland Resort and Spa released their Health and Safety Protocols that provides in-depth details on how they facilitate a safe, secure and healthy environment onsite for all participants, both in terms of the event itself and accommodations.
Do you offer solutions for tax professionals? Get your business tools and resources in front of the prospects you want through our in-person education events this year. Sponsorship opportunities are available for the 2023 Tax Summit and other education sessions. Download the prospectus or contact Erin Mosher, Director of Education at emosher@naea.org for more information.
Download the 2023 event prospectus today and learn about sponsorship opportunities.
Details are still being finalized. Stay tuned for more information.
