…Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University and an MBA from the University of Southern California. Geoff is currently a Lecturer and Director of Undergraduate Accounting at California Lutheran University’s School of Management and has his own law practice specializing in business, tax controversy, and estate planning, in California. Geoff was previously…
Tax Practice Management When it comes to either taxes or practice management, NAEA is the leader in education for future ready tax professionals with classes and seminars designed by experts who can deliver the skills and knowledge you need to run and grow your practice smoothly and profitably. We offer practice management courses as well as classes in tax preparation and representation, either in-person or online, at a discount to members. Practice management is more important now than it has…
…with a revenue agent. Contest the issuance of a notice of federal tax lien. Contest liability for the trust fund recovery penalty. Partner with an attorney on bankruptcy cases with tax components. NTPI Level 3 will be offered in person in Washington, DC in the Fall. More details coming soon! Grad Level Curriculum Advanced Collections Case Study (2 CE) Representation Update (2 CE) Practice Management and Marketing (2 NAEA CE) New Case Law Relevant to Representation (2 CE) Ethics (2…
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…revenue agent. Contest the issuance of a notice of federal tax lien. Contest liability for the trust fund recovery penalty. Partner with an attorney on bankruptcy cases with tax components. Grad Level Advanced Collections Case Study (2 CE) Representation Update (2 CE) Practice Management and Marketing (2 NAEA CE) New Case Law Relevant to Representation (2 CE) Ethics (2 CE) Four electives (8 CE) Program Requirements Already started your NTPI Fellow journey, either in person or virtually, and want to…
…4 CE + 1 NAEA CPE Running a Tax Practice in the Digital Age (sponsored by Pacesetter Tax) Estates for Beginners Trust Basics 12:00 P.M. – 1:00 P.M. PT Lunch 1:00 P.M. – 5:00 P.M. PT Education Sessions: Practice Management – 4 NAEA CPE Clever Strategies to Reduce/Eliminate CP 2000 Notices Practice Preservation Practical Guide to Writing YOUR Data Security Plan Continuing Education NAEA is registered with the following organizations to offer continuing education credit (CE). This course qualifies for…
…preparation, bookkeeping, auditing, financial planning, and business advisory and consulting services to individuals and small businesses. Accounting Today is sharply focused on the industry’s most important concerns, including tax law, accounting standards, technology, audit and assurance, and practice management. Its analysis and breaking news, opinion and expert advice, and practical business-building ideas enable partners, principals and practitioners to make informed decisions about their business and the clients they serve. ADP® proudly serves NAEA members and their clients with member benefits…
…they cannot distinguish this disclaimer from others and tend to ignore all of them. General Standard of Competence. The overhauled proposed §10.35 plants a stake in the ground with respect to competence: A practitioner must possess the necessary competence to engage in practice before the Internal Revenue Service. Competent practice requires the knowledge, skill, thoroughness, and preparation necessary for the matter for which the practitioner is engaged. The brevity of the section belies its importance both to tax professionals and…
…Summit Orlando, Florida July 14- 17, 2024 Join NAEA from July 14th – 17th, 2024 for the 2024 Tax Summit with networking opportunities at JW Marriott Orlando Bonnet Creek Resort and Spa in fun filled Orlando, Florida! This four-day in-person Tax Summit focuses on representation, tax preparation, and practice management. Registration is open! Past Events 2023 LEARN: Baltimore Baltimore, Maryland December 4 – 6, 2023 Join NAEA from December 4th – 6th, 2023, for the 2023 LEARN Event with networking…