Schuldiner/Smollan Leadership Academy

…significant gift to NAEA in the name of 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. WHO CAN PARTICIPATE IN THE SSLA PROGRAM? This program is open to any NAEA member who wants to learn more about member…

NAEA Committees

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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,…

FAQ

…bylaws. No waivers or exceptions. NAEA requires its members to earn 30 hours of CE per year, including two hours of ethics (calendar year, Jan – Dec). CE is prorated for new members: two CE hours per month of membership + two hours of ethics for the first year of membership (month that you joined NAEA until December 31st) . Continuing Education does not have to be obtained from NAEA courses and can be obtained from outside organizations that provide…

National Tax Practice Institute® (NTPI)

…– (2 CE) L1.05.21 – IRS Transcript Analysis – (2 CE) L1.06.21 – Non-Filers and SFR Assessments – (2 CE) L1.07.21 – Introduction to Examination (2 CE) L1.08.21 – Overview of Collection Alternatives – (1 CE) L1.09.21 – Basic Installment Agreements – (1 CE) L1.10.21 – Financial Analysis Process – (2 CE) L1.11.21 – Ethics (Level 1)– (2 CE) L1.12.21 – Managing Confidential Client Data – (2 CE) L1.13.21 – Capstone Couse(Level 1) – (2 CE) By the end of…

NAEA 2021 Member Survey

…on the most and see as an asset to their arsenal. Identified as preferred resources, we may search for new opportunities to leverage these in emerging ways to continue meeting the evolving needs of our members. IMPORTANCE OF NAEA SERVICES 90 percent of current members respondents rated the Code of Ethics and enforcement as important. Almost all current members rated the Code of Ethics and enforcement as 4.59 on a 5‐point scale as the most important of the services offered…

What is an Enrolled Agent?

…total of 90 hours for each three-year EA enrollment cycle period). Because of the expertise necessary to become an enrolled agent and the requirements to maintain the license, there are only about 53,700 practicing enrolled agents. The Differences Between Enrolled Agents and Other Tax Professionals Only enrolled agents are required to demonstrate to the IRS their competence in all areas of taxation, representation and ethics before they are awarded unlimited representation rights to represent taxpayers before IRS. Unlike attorneys and…

NAEA PAC

…to EAs are generally those of tax policy and tax administration, which originate in the congressional tax-writing committees. Therefore, NAEA PAC generally limits its contributions to incumbent members of the Senate Finance Committee and the House Ways and Means Committee, with a focus on the leadership of those committees. Exceptions to this provision may be considered for non-tax writing committee members whose direct role in tax-related issues warrants NAEA PAC support. To strengthen the connection between enrolled agents who contribute…

NAEA President writes letter to Treasury Secretary Yellen and the Congress over concern for the broken state of the IRS

…administration system. These events include political attacks from policymakers, chronic under-funding, government shutdowns, and a wave of retirements of experienced employees and executives. The leadership seems at times to be frozen in indecision brought about by the changing winds of politics and lawyers that impede forward progress. All while Congress mandated the IRS to administer even more complex social service policies from healthcare to childcare and from individual economic income security programs to small business job retention programs, with little…

Winter Education Academy

…Advanced Exam (Part 1) – 2 CE Alan Pinck, EA   Herberger 4A 10:00 am – 11:40 am Tax Track: Ethics of Working with Cash Based Businesses including Marijuana and Illegal Activity – 2 CE John Sheeley, EA   Herberger 5B 11:40 pm – 1:00 pm LUNCH   On own 12:00 pm – 1:00 pm Lunch and Learn – Sponsored by Tax Marketing Group Justin Miller, EA   Herberger 4A 1:00 pm – 2:40 pm L3.01.21: Advanced Exam (Part 2)…