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The NTPI curriculum is undergoing a revamp! The new program will be launched in 2024. In the meantime, you can continue your NTPI journey with the current live and on demand options. There will be no live NTPI Level 1-3 offerings in 2023.

Completed Level 1

If you have completed Level 1 virtually or in person you can move directly on to the Level 2.

Started Level 1 at the 2020 EA Digital Forum

If you started level 1 at the 2020 EA Digital Forum but were not able to complete it before the content expired, you can purchase the individual courses needed to complete the Level. The 2021 equivalent classes are listed below and can be purchased on the NAEA Continuing Education Portal. To receive your NTPI Fellow designation, you must have all classes of Level 1, 2, and 3 completed.

Completed Level 1 and 2 

If you have completed the NTPI Level 1 and 2 virtually or in person, you can move on to Level 3.

Started Level 3 at the 2020 EA Digital Forum and Representation Academy

If you started 3 at the 2020 EA Digital Forum and/or Representation Academy but were not able to complete it before the content expired, you can purchase the individual courses needed to complete Level 3. More information on classes needed to complete and how to purchase found below. To receive your NTPI Fellow designation, you must have all classes of Level 1, 2, and 3 completed.

Completed Level 1, 2, and 3? Let us know! 

Finished all three NTPI Levels? Let us know and get the most up to date information on graduation events. Fill out the NTPI Graduation Form.

Attend the quarterly NTPI Ask the Expert and Graduate classes, exclusive for NTPI Fellows and those in the pipeline!

Purchase NTPI Individual Sessions Now to complete your 2020 NTPI Level 1 or 3.

2020 NTPI Level 1

All of the below courses from the EA Digital Forum are required for Level 1 to be considered complete. The 2020 courses are no longer available for purchase. The 2021 equivalents are listed below and available for purchase.

2020 Course Name CE Hours 2021 Equivalent CE Hours
Overview of Representation 2

L1.01.21 Introduction to

Representation

2
Statute of Limitations (SOLs)  2 L1.02.21 – Statute of Limitations 2
Communicate with the IRS  2 L1.03.21 – IRS Exam Process 2
Intro to Collections – Part 1 2 L1.04.21 – The IRS Collection Process 2
Transcripts + Introduction to Appeals 2 L1.05.21 – IRS Transcript Analysis 2
Assisting NonFilers + Case Study: IRS Dirty Dozen 2 L1.06.21 – NonFilers & SFR Assessment 2
Intro to Collections- Part 2 2

L1.08.21 – Overview of Collection Alternatives

and

L1.09.21 – Basic Installment Agreements

2
Introduction to Audit – Part 1 + 2 4

L1.07.21 – Intro to Exam

And

L1.10.21 – Financial Analysis Process (Form 433)

4
Ethics (Level 1) 2 L1.11.21 – Ethics (Level 1) – 2021-Selecting Engagements 2
Tax Research & Resources 2 L1.12.21 – Managing Confidential Client Data 2
Capstone Course + Case Study: IRS Dirty Dozen 2 L1.13.21 – Capstone Course (Level 1) 2
Total CE 25 24

2020 NTPI Level 3

All of the below courses from the EA Digital Forum and Representation Academy are required for Level 3 to be considered complete. These courses are still available for purchase but expire in September 2022.

Course Name CE Hours Speaker
EA Digital Forum
2020 L3.01 Advanced Appeals 2 Alan Pinck & Clarice Landreth, EA
2020 L3. 02 Bankruptcy 2 Clarice Landreth, EA
2020 L3.03 Case Study: Bankruptcy Filing 2 Laura Strombom, EA 
2020 L3.04 Trust Fund Recovery Penalty 2 Clarice Landreth, EA 
2020 L3.05 Offer in Compromise (OIC) 2 Marc Dombrowski, EA 
2020 L3.10 Advanced CI 2 David Gannaway, EA 
Representation Academy
2020 L3. 06 Advanced Exam: Part 1 2 Alan Pinck, EA
2020 L3.06 Advanced Exam: Part 2 2 Alan Pinck, EA
2020 L3. 07 Penalty Abatement 2 Tom Gorczynski, EA
2020 L3.08 Ethics 2 Clarice Landreth, EA
2020 L3.09 Statute of Limitations (SOLs) 2 Tom Gorczynski, EA
2020 L3.05 Offer in Compromise (OIC) 2 Marc Dombrowski, EA
2020 L3.11 Capstone Course 1 David Gannaway, EA

Purchase NTPI Individual Sessions Now to complete your 2020 NTPI Level 1 and 3.