Ethics Complaint Review Process

While all enrolled agents are required to adhere to Circular 230 ethical requirements, NAEA members are also required to adhere to NAEA’s own Code of Ethics and Rules of Professional Conduct (NAEA Code of Ethics). Our members take these responsibilities seriously and the association values professional conduct enough to provide its own ethics complaint review process (details in NAEA’s Code of Ethics). The results of this review process may include suspension or expulsion from the organization. Initiating the confidential review…

Schuldiner/Smollan Leadership Academy

…member engagement and leadership at the affiliate and national level. This member only program, presented by an esteemed group of NAEA leaders and Board Source certified instructors, will help guide and prepare you for leadership at both the state and national levels, as well as provide an opportunity to network with members from across the country.   WHEN IS THE NEXT SSLA? 2022 Schuldiner Smollan Leadership Academy – In Person! September 27 – 28, 2022 Pittsburgh, PA Registration now open!…

NAEA 2020 Leadership Summit – Coronavirus (COVID-19) Update

NAEA 2020 Leadership Summit – Coronavirus (COVID-19) Update As of March 13, the NAEA 2020 Leadership Summit and Congressional Fly-In Day (May 11-15, 2020) at the Hyatt Regency Crystal City at Reagan National Airport in Arlington, Virginia, is proceeding as planned. We are continuing to plan confidently for the event and there are currently no plans to postpone or cancel the 2020 Leadership Summit and Congressional Fly-In Day. The health risk for the American public is emerging and evolving daily…

Code of Ethics and Rules of Professional Conduct

…Code of Ethics and Rules of Professional Conduct for our constant guidance and inspiration, predicated upon NAEA’s core values. These basic principles provide the foundation for establishing and maintaining all professional relationships. All NAEA members are expected to adhere to a course of conduct which manifests respect, competence, and trust on the part of the general public, businesses, and clients. Read NAEA’s Code of Ethics and Rules of Professional Conduct. How To File an Ethics Complaint Ethics Complaint Review Process…

Leadership Development

Growing the next generation of tax professionals. We believe that ensuring the future of the industry is strong. And, that starts by encouraging tax professionals to build their leadership skills as well as take every opportunity that can help enhance their career path. Founded in 2006, the Schuldiner/Smollan Leadership Academy (SSLA) is named for the two primary forces behind the creation of NAEA: Syd Schuldiner, EA, and David Smollan, EA. SSLA trains volunteer NAEA members to lead at the local,…

Leadership Summit

…on Capitol Hill. Learn More Hotel Accommodations and Reservations During the week of May 11 – 15, 2020, the meetings for Fly-In Day, Affiliate Presidents Exchange, and NAEA Board of Directors will be held at Hyatt Regency Crystal City at Reagan National Airport. Fly-In advocacy training will take place on Monday, May 11. Hyatt Regency Crystal City at Reagan National Airport 2799 Richmond Highway Arlington, Virginia 22202 (703) 418-1234 NAEA Leadership Summit is a multi-day event that brings board of…

Leadership and Governance

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NAEA Awards Program

…Award The Lee T. Byrd Outstanding Volunteer Award The Outstanding Supporter of EAs Award The Bill Payne Advocacy Award The Emerging Leader Award The Founders Award The Founders Award recognizes significant leadership and contributions and service to NAEA and its members and whose leadership exemplifies the principles and goals envisioned by the association’s founders. This lifetime achievement award is the association’s highest recognition bestowed on a member. Year Winner 2021 Recipient Alexander B. Thomson, EA, CFP 2020 Recipient Jean Nelsen,…

Affiliate Presidents’ Exchange Program


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NAEA Committees

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