NAEA 2023 Tax Summit - Scottsdale Arizona

Registration is Open for NAEA’s 2023 Tax Summit

Join NAEA from July 29 – August 1, 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.

Ticket Options

  • NTPI Level 2 Ticket:
    • 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.
  • Tax Track Ticket:
    • Includes all tax track sessions, keynotes, the welcome reception, meals, and the closing session and NTPI graduation. Optional additions include lunch and learns and annual meeting.
  • Choose Your Own Adventure Ticket:
    • Pick the sessions you want to attend!

Early Bird

ends May 19, 2023


May 20 – July 7


July 8 – August 1









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. Spouse/Guest ticket does not include CE.

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.

  • Saturday: $100
  • Sunday: $400
  • Monday: $400
  • Tuesday: $400


NAEA Cancellation Policy

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 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 July 1st, 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 or 202-822-6232 with any questions.

Saturday, July 29th

8:15am – 12:00 pm

Add-on Activity: Tour of Taliesin West — Purchase Required

Activity details

Saturday July 29th, 2023, 8:15am – 12:00pm
Price: $150 per person

Frank Lloyd Wright, recognized as the 20th century’s greatest architect, literally created Taliesin West “out of the desert.” Wright and his apprentice gathered rocks from the desert floor and sand from the washes to build this desert masterpiece. Taliesin West showcases Wright’s brilliant ability to integrate indoor and outdoor spaces.  

Visit Wright’s private office, the Cabaret Cinema, Music Pavilion, Seminar Theater and Mr. and Mrs. Wright’s recently renovated personal living space which are all linked by dramatic terraces, gardens and walkways overlooking the rugged Sonoran desert and Valley below. Knowledgeable guides explain how the architecture relates to the natural desert and provide an inspiring overview of Wright’s design theories, the history of the site and the interesting activities of the Taliesin Fellowship Community. Finally, refreshments will be served in the colorful Taliesin Fellowship dining room with added in-depth commentary. 


  • Roundtrip transportation to/from Taliesin West
  • Admission to Taliesin West
  • 90 minutes insights tour of Taliesin West
  • Refreshments served in the colorful Taliesin Fellowship room with additional in-depth commentary
  • All taxes and gratuities 

Suggested attire:

  • Walking shoes
  • Hat and sunglasses
  • Sunscreen

3:00pm – 5:00 pm

Main Registration / Help Desk

Exhibit Hall

5:00 pm – 6:30 pm

Welcome Reception – All NAEA Members & Guests – Sponsored by Surgent and Padgett 

Sunday, July 30th

7:00 am – 8:00 am

Coffee / Light Breakfast

7:00 am – 3:00 pm

Registration / Help Desk

7:00 am – 5:00 pm

Exhibit Hall

Taxpayer Advocate Problem Solving Sessions

8:00 am – 9:40 am

Opening Welcome: Ethics Session (2 CE)
Speaker: Laura Strombom, EA, USTCP

10:10 am – 11:50 am

Tax Track: Life Cycle of a Revocable Living Trust (2 CE)
Speaker: Alice Orzechowski, CPA, EA

NTPI Session: FOIA Requests (1 CE)
Speaker: Clarice Landreth, EA

11:00 am – 11:50 am

NTPI Session: Internal Revenue Manual (1 CE)

Speaker: Alan Pinck, EA

12:10 pm – 12:50 pm

Lunch and Learn – Mastering Scope Creep: What to do when your clients ask for more – Sponsored by Ignition

Speaker: Jennie Moore

Lunch and Learn DSUE: What is it? Why is it Important? – Sponsored by Drake (1 CE) – Sponsored by Drake

Speakers: Ann Campbell, CPA, CIA and Christine Reynolds 

1:00 pm – 2:40 pm

Tax Track: When 1099’s Are Taxable (2 CE)
Speaker: Laura Strombom, EA, USTCP

NTPI Session: The Audit Reconsideration Process (2 CE)
Speaker: Alan Pinck, EA

3:10 pm – 4:50 pm

Tax Track: Reporting Sales of Business and Rental Real Estate (2 CE)
Speaker: Alice Orzechowski, CPA, EA

NTPI Session: Office Audit Case Study (2 CE)
Speaker: Alan Pinck, EA

5:15 pm – 6:15 pm

Keynote Speaker Session

Speaker: Sharyn Fisk, Director, Office of Professional Responsibility (OPR)

Monday, July 31st

7:00 am – 8:00 am

Coffee / Light Breakfast

7:00 am – 3:00 pm

Registration / Help Desk

7:00 am – 5:00 pm

Exhibit Hall

Tax Payer Advocate Problem Solving Sessions

8:00 am – 9:40 am

Tax Track: Reasonable Compensation (2 CE)
Speaker: Thomas A. Gorczynski, EA, USTCP

NTPI Session: Enforced Collection Actions (2 CE)
Speaker: Clarice Landreth, EA

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: Dominque Molina, CPA, MST, CTS

NTPI Session: Offers in Compromise (2 CE)

Speaker: Clarice Landreth, EA

12:10 pm – 12:50 pm

Lunch and Learn – Introducing Intuit Tax Advisor to help you Lead with Tax Advisory Services – Sponsored by Intuit

Speaker: Jim Buffington

Lunch and Learn – Unleashing the Power of Tax-Intelligent Investing: Transforming Your Practice with Complete Holistic Advisory Services – Sponsored by Avantax

Speaker: Gene Bell

1:00 pm – 2:40 pm

Tax Track: Digital Assets 101 (2 CE)
Speaker: Matthew Metras, EA

NTPI Session: Collection Appeals (2 CE)

Speaker: Clarice Landreth, EA  

3:10 pm – 4:50 pm

Tax Track: SECURE 2.0
Speaker: Allan “AJ” Reynolds, EA

NTPI Session: Examination Appeals (2 CE)
Speaker: Alan Pinck, EA

5:15 pm – 6:15 pm

NAEA Annual Meeting

6:30pm – 8:00 pm

Add-on Activity: Candle Making — Purchase Required

Activity details

Monday, July 31st 6:30pm – 8:00pm
Price: $90 per person

Experience the art of candle making by working with a local Arizona candlemaker to blend a custom scent and pour your own candle. Candles are poured into 100% pure copper containers that can be repurposed. 20-30 scents are provided with attendees selecting 2-5 to blend their own scent.  

Note: Once candles are poured, they’ll need a minimum of 8 hours to be set, cleaned and trimmed. Candles will be available for pickup at the NAEA event registration table the following day. 


  • 4oz Copper vessel for candle (repurpose able after burning)
  • Personal custom blended scent with over 30 nontoxic fragrance oils to choose from
  • Clean burning American grown soy wax and cotton wick
  • Light appetizers and a cash bar
  • All taxes and gratuities

Tuesday, August 1st

7:00 am – 8:00 am

Coffee / Light Breakfast

7:00 am – 3:00 pm

Registration / Help Desk

7:00 am – 3:30 pm

Exhibit Hall

7:00 am – 5:00 pm

Tax Payer Advocate Problem Solving Sessions

8:00 am – 8:50 am

Tax Track: Day Trader (1 CE)

Speaker: Matt Metras, EA

8:00 am – 9:40 am

NTPI Session: Penalty Abatement Strategies (2 CE)

Speaker: Thomas A. Gorczynski, EA, USTCP

8:50 am – 9:40 am

Tax Track: Office in the Home (1 CE)
Speaker: Matthew Metras, EA

10:10 am – 11:00 am

Newton’s Laws of Motion – Their Real Application to Executing Through Change in Your Firm 

Speaker: WIlliam Hill, MBA

10:10 am – 11:50 am

Tax Track: Practice Education 

NTPI Session: Introduction to Business Representation (2 CE)
Speaker: Clarice Landreth, EA

11:00 am – 11:50 am

All I Needed to Learn for DEIA I Learned through Working with my Body: Cultivating Our Self-Care for Social Justice
Speaker: India Harville

12:10 pm – 12:50 pm

Lunch and Learn – What’s New for TY23 + Software Demo Sponsored by TaxAct

Speaker: Nyrie Sarkissian

Lunch and Learn – Success Made Simple with CPACharge –  Sponsored by CPACharge

Speaker: Maryn Meldrum, CPACharge Account Manager

1:00 pm – 2:40 pm

Tax Track: Is Rental a Trade or Business? (2 CE)
Speaker: Allan “AJ” Reynolds, EA

NTPI Session: Case Management Strategies (2 NAEA CPE)
Speaker: Laura Strombom, EA, USTCP

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
Speaker: William Hill, MBA

NTPI Session: Capstone Course (Level 2) (2 CE)
Speakers: Thomas A. Gorczynski, EA, USTCP and Clarice Landreth, EA

5:15 pm – 6:15 pm

NAEA Graduation Ceremony and Closing Session

Tax Track CE: 20 IRS/CTEC CE, 4 NAEA CE

Breakfast and lunch are included each day for all attendees.

Ann Campbell

Ann Campbell, CPA CIA, joined Drake Software in 2021 as a Tax Software Trainer. She is a Certified Public Accountant licensed to practice in California and North Carolina. As prior tax preparer with a Big-8 Accounting firm, Ann has many years of experience using Drake Tax. She has previously worked as a CFO and Controller in various industries and was one of four finalists for the Plastics News CFO of the Year 2019 award. Ann is a graduate of the Wharton School at the University of Pennsylvania.

India Harville

As a Disability Justice consultant, public speaker, somatic practitioner, and
performance artist, India Harville has made it her mission to open people’s
minds to the wonder of their own bodies. She works diligently to foster a
sense of the body as a vehicle for growth and transformation, both personal
and collective. An African American, queer, disabled/chronically ill, femme,
cis woman, she has experienced health issues since infancy. It was only in
2011, however, that she embraced her disabled identity in a political sense.
That was a major move forward for her, coalescing her identity into its form
today – an identity that informs all of her work, each of its components
shaping her voice and her message.

Read more

For more than twenty years, India has equipped non-profits, corporations,
and universities with the tools and insights that they need to move into a
wider and fuller concept of Diversity, Equity, and Inclusion (DEI). In
addition, she has developed meaningful Disability Justice practices for
workplaces, striving to make the professional environment more socially
just and more equitably accessible. Time and again, she has enabled
others to see their implicit biases and to make real progress toward
change. Her former clients include the Pacific Center for Human Growth,
the Northwest Health Foundation, Water Has No Enemy, Creative Growth,
the New College of Florida, Bay Area Legal, and Color of Change. While
she tailors her message to every group with which she collaborates, she is
also steadfast and unwavering in her devotion to social justice, the words
and the approach that she takes uniformly impactful.
As a public speaker, India has been equally unwavering in her devotion to
social justice, engineering keynote addresses, and workshops about
themes such as Disability Justice, DanceAbility, and the Access-Centered
Movement, among others. She has spoken to audiences at UC Davis, the
University of Oregon, De Anza College, Mills College, the University of
Northern Colorado, the University of San Francisco, UC Fullerton, and
Mental Health at the Intersections.
Not only a speaker but a somatic practitioner as well, India has spent more
than two decades developing her skills and expertise in massage,
somatics, and dance. Her massage and somatic training has touched on
several different schools of thought, including Swedish Massage, Deep
Tissue, Neuromuscular Therapy, Shiatsu, Thai, and Rosen Method
Bodywork. In dance, she has studied NIA, Zumba, KiVo, Dancing Freedom,
DanceAbility, and American DanceWheels wheelchair ballroom dance. Her
performance art is unabashed in its connection to her disability journey,
both antagonizing her and informing her every step of the way. Through her
dance, she intends to love herself more day in and day out – one more way
that her philosophy of radical acceptance is leading to lifelong
India earned her Bachelor of Arts in Psychology at the New College of
Florida and her Master of Arts in Integrative Health Studies at the California
Institute of Integral Studies. Whatever she is doing — practicing,
performing, teaching — she is setting forth an example that however our
bodies show up in the world, they are perfect, worthy of existence, and
capable of magic.

A.J. Reynolds

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.

Jennie Moore

Jennie Moore, Partner Marketing Manager at Ignition, has 20+ years of accounting experience. She helps accounting professionals with financial technology, delivers expert content to professional associations, and is a global FinTech expert. Jennie founded her own practice, Moore Details Inc., and enjoys figure skating and skiing with her family when she’s not working.

Alan Pinck

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

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.

Christine Reynolds

Christine Reynolds is the Education Director at Drake Software. Throughout her career at Drake, she has been a key leader in the development of educational offerings for Drake Software clients – involved in every aspect of the department from writing the software manual to speaking at the Drake Update Schools. Christine’s unique awareness of the needs of tax professionals and her ability to communicate key topics in the industry make her a popular speaker at events across the nation.

Dominique Molina

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

Matt Metras

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 Matt is also a passionate community advocate and serves as the President of his local Board of Education.

alice orzechowski

Alice Orzechowski

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 Gorczynski

Thomas Gorczynski

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

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 Hill

Will Hill

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

Maryn Meldrum

Maryn Meldrum is an Account Manager for CPACharge, based in Austin, TX. Her professional career began as a lead fundraiser for a national nonprofit, where she implemented an online giving platform that allowed the organization to streamline donations and grow annual giving to over $3 million a year. She joined CPACharge 2 years ago, and every day helps firms understand and streamline their payments. Maryn works hard to help accounting professionals save time, drive revenue, and provide the best experience for their clients.

Sharyn Fisk

Sharyn M. Fisk was named Director of the IRS Office of Professional Responsibility (OPR) in January 2020. As Director, she is responsible for the IRS’ oversight of tax professionals who practice before the IRS as set out in Treasury Circular 230.

Sharyn’s extensive background in the tax community brings over 20 years of tax experience to the OPR position. Before coming to the IRS, Sharyn was Professor of Tax at Cal Poly Pomona and Director of the University’s VITA program. Prior to teaching, Sharyn was in private practice specializing in tax controversies. As a private practitioner, Sharyn represented hundreds of individuals, businesses, and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts, and state taxing authorities. These matters involved civil examinations and appeals, criminal investigations, and tax collection issues. Before becoming a private practitioner, Sharyn clerked for the Honorable Maurice Foley, Judge, U.S. Tax Court.

Sharyn has held leadership roles in several professional organizations. She served as a former Chair of the Tax Policy, Practice and Legislation Committee for the American Bar Association (ABA). She is a past Chair of the Taxation Section of the Los Angeles County Bar Association and the Taxation Section of the Beverly Hills Bar Association. In 2019, Sharyn concluded a three-year term as a member of the IRS Advisory Council (IRSAC). She chaired a task force on unenrolled return preparers on behalf of the Standards of Tax Practice Committee for the ABA Taxation Section. She is also a Fellow of the American College of Tax Counsel. Sharyn wrote and spoke extensively before national, state, and local tax professional organizations on all aspects of civil and criminal tax controversy issues and ethics in tax practice.

Sharyn earned a B.A. in Journalism from San Diego State University, a J.D. from Rutgers University, and an LL.M in taxation from the New York University School of Law.

Gene Bell

Gene Bell is the Director of Tax Smart Initiatives at Avantax Wealth Management, a top ten independent broker-dealer firm.

Gene is an Enrolled Agent (EA) with the Internal Revenue Service. He also holds the prestigious NTPI Fellow® designation and is also a Certified Financial Planner (CFP®). He is an Investment Advisor Representative through Avantax Investment ServicesSM, and is Insurance licensed in several states. He has over 25 years’ experience as a wealth manager and tax professional.

A practiced public speaker, Gene has presented entertaining, instructional and informative presentations to several professional organizations; including being an NSA featured speaker at the IRS Tax Forums.

Gene was born in Ohio and is a veteran U.S. Army helicopter pilot, and now resides in Argyle Texas with his wife, Jodie and their dog Tucker.

Nyrie Sarkissian

Nyrie is the owner of Tax Prep A-Go-Go out of Sherman Oaks, CA and has been preparing tax returns for over 15 years. It all started when her best friend mentioned that she had not filed a tax return for 4 years! On that day, Nyrie sprang into action and began building her business, where she currently offers one-on-one tax preparation services, financial management, bookkeeping/accounting services and incorporation/LLC/copyright/DBA/trademark filings. Today, Nyrie has earned the title of TaxAct Professional’s Champion. In this roll, she acts as the face of the brand, provides education to current customers/prospects alike, and assists in content creation that truly resonates with tax professionals like herself.

The Westin Kierland Resort & Spa
6902 East Greenway Parkway
Scottsdale, AZ 85254, US
Cutoff: July 7th, 2023 

Book Online 

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.


Parking at the Hotel

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.


About Scottsdale







Guide to Scottsdale

Things to do at the Westin Kierland

Westin Kierland Golf Club

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 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. 


Duty of Care

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. 


Venue and Accommodations 

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. 

Interested in becoming a sponsor?

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 for more information.

Download the 2023 event prospectus today and learn about sponsorship opportunities.

Thank You To Our Sponsors

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PitBullTax Software logo 2022- high res.pdf
TaxDome Homepage

Thank You To Our Exhibitors

Can I attend for only one day and receive all the CE?

No, you would receive the CE of the sessions you attended. The On-Demand can be purchased if you would like to see the additional sessions and receive CE.

Can I attend part of the conference if I cannot make it to all the sessions?

Yes! You can purchase day passes for the just the days you would like to attend. These are for the education sessions, expo hall and any meals happening that day.

Can I purchase multiple day passes? 

Yes! You can purchase two or more day passes for yourself. If you purchase more than one day pass, you can select the lunch add ones you may want from toggling between the “attendees” on the agenda page.

If I miss a live session will I be able to take the CE on demand later?

You must purchase the on-demand package if you miss a session. We are not including recordings for any session.

Can I claim CE if I choose the live stream bundle?

For the live stream bundle, you can claim credits for the ethics session. Other live streams do not qualify for CE credit.

How do I get my CE reported to the IRS?

Sign in and out of each session you attend using the NAEA Event App . NAEA will mark you as attended in the Continuing Education Portal after the event has concluded. NAEA reports CE to the IRS at the beginning of each month following the month the CE was received. If you check your IRS account at the beginning of September and your CE is not there, email 

Can I bring guests to the reception if I am going to the education sessions, and they are not?  

Yes! All NAEA guests are welcome to attend the welcome reception.

How do I register for the Lunch and Learn’s? 

Once you have selected one of the tickets with the tax summit and get to the agenda page, you can add on the lunch and learn’s for free to your agenda. Lunch is provided to all attendees regardless of if you choose to attend a Lunch and Learn.  

I can’t attend the live event, will Tax Summit be available as On-Demand? 

Yes, the Tax Track courses ONLY will be available on-demand. You will have the option to purchase single sessions or the entire bundle as on-demand after the live event has concluded. This will be sold as a separate product in the Continuing Education Portal and CE will be granted. 

How many CE do I get with the different ticket options?  

NTPI ticket gives 22 IRS/CTEC CE. The Tax Track ticket gives up to 20 IRS/CTEC CE. If you select the Choose Your Own Adventure ticket, you can receive up to 24 IRS/CTEC CE.  

Do I have to purchase printed material? 

No. ALL course material will be available on the NAEA Event App. They will be available for download at least the week before the event and during the event.  

What will the seating be like in the education rooms?  

There will be classroom tables with two seats per 6ft table. There will limited “covid seating” with one seat per table available for those that prefer it or need an accommodation. There will also be limited theater seating.  

I have an accommodation that I didn’t put on my registration form. How do I let event staff know? 

Email with any event questions or accommodation needs.  

Photos from our 2022 Tax Summit