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…

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…

Schuldiner/Smollan Leadership Academy

…significant gift to NAEA in the name David Smollan, EA. In keeping with Schuldiner’s desire to strengthen the organization, the board of directors used his bequest to establish the Schuldiner/Smollan Memorial Fund and to launch the Schuldiner/Smollan Leadership Academy. The Leadership Academy trains volunteers for success as leaders of NAEA at the local, state, and national levels. SSLA is designed to provide necessary organizational training to volunteers to assist their efforts. Limited enrollment of attendees is purposefully maintained during each…

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…

NAEA Statement before House Ways and Means Oversight Subcommittee

…the Internal Revenue Service (IRS). Enrolled Agents were created in 1884 to ensure ethical and professional representation of claims brought to the Treasury Department. Members of NAEA ascribe to a Code of Ethics and Rules of Professional Conduct and adhere to annual Continuing Professional Education standards that exceed IRS requirements. Like attorneys and CPAs, we are governed by Treasury Circular 230 in our practice before the IRS. We are the only tax professionals who are tested by the IRS on…

Statement before the IRS Oversight Board

…Members of NAEA ascribe to a Code of Ethics and Rules of Professional Conduct and adhere to annual continuing professional education standards that exceed IRS requirements. Like attorneys and Certified Public Accountants, we are governed by the regulations in Treasury Department Circular Number 230 in our practice before the IRS. We are the only tax professionals who are tested by the IRS on our knowledge of tax law and procedure. Each year, Enrolled Agents collectively work with millions of individual…

Leadership and Governance

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NAEA Awards Program

…Year 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 2020 Recipient Jean Nelsen, EA 2019 Recipient Alan Pinck, EA…