Ethics Complaint Review Process

…process requires completing an ethics complaint form and submitting it to NAEA’s Executive Vice President at EthicsPC@naea.org. NAEA Ethics Complaint Form The Executive Vice President reviews the initial complaint with the chair of the Ethics & Professional Conduct Committee and they in turn submit the complaint to the full committee for consideration. In addition to the NAEA ethics process—which is limited to enrolled agents who are also NAEA members—IRS has its own review process, which may be initiated by completing…

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,…

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…

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…

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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Who We Are

More about NAEA: NAEA’s board of directors leverages the association’s unique value proposition to benefit the public interest, members, and the profession. NAEA is the nation’s leading community for anyone—from students to experts with decades of experience—along the tax professional spectrum. NAEA consists of volunteer groups and staff working together to achieve the association’s objectives. NAEA advances professional tax practice through leadership, management, community, and ethics. NAEA: Leaders at the Core of a Better Tax System Providing essential tax and…

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 2019 Recipient Alan Pinck, EA (CA) 2018 Recipient James Adelman,…