Hosted by ADP Speaker: Michael Smith, Director of Tax at ADP CE: 1 IRS/CTEC Price: Free for Members | $60 Nonmembers H.R. 1 (also known as the One Big Beautiful Bill Act) has brought about significant changes and opportunities for tax credits and deductions. As tax season approaches, it’s important for employers to understand how these changes may impact their business from a tax and compliance perspective. Gaining knowledge of...
Events
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CE: 2 IRS/CTEC for Live only Price: Free NTPI Fellows | $30 NTPI In-Progress & Members | $100 Nonmembers In this session, participants will learn how to confidently navigate and apply IRM Part 4 when representing clients in IRS examinations. The webinar will cover essential sections of the IRM, key audit process insights, and what auditors are expected to follow. Attendees will also discover critical focus points and practical strategies...
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Location: Basketball Hall of Fame | 1000 Hall of Fame Ave, Springfield, MA 01105 Price: $65 MassCPAs is hosting a second Sip & Socialize networking night in the month of January and welcoming NAEA members to join. Connect with Enrolled Agents, CPAs, tax attorneys, and financial advisors to exchange referrals, compare practice strategies, and spark collaborations that support year-round advisory—all in a fun setting at the Basketball Hall of Fame.... |
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Speaker: Robert Nordlander, CPA, CFE CE: 1 IRS/CTEC Price: Free for Members | $60 Nonmembers This webinar explores the mechanics and consequences of financial fraud, focusing on scams, theft, and Ponzi schemes that impact taxpayers. Enrolled Agents will understand the tax implications of various losses and navigate the reporting requirements. Special attention will be given to how timing of discovery affects deductions, amended returns, and compliance. Real-world examples and practical... |
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TaxWise® Online Demo by WoltersKluwer Speaker: Ryan Hubbs, Solution Architect, Wolters Kluwer Tax and Accounting Price: Free to All As a tax professional, you need a solution that keeps you efficient, compliant, and connected — wherever you work. Join us for a live demonstration of TaxWise Online, the virtual tax office built to help you manage returns, collaborate with clients, and grow your practice with confidence. What You'll See in... |
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Join NAEA Membership and Education team's informational webinar going over the highlights of your new membership with NAEA.Get ready to learn all that your NAEA membership has to offer, navigate your account, and more! Plus, you'll have the opportunity to meet the Membership Committee, ask questions, and connect with tax pro peers! Register |
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Speaker: Tanya Baber, EA Price: Free for Members | $30 Nonmembers Mark your calendars for our upcoming webinar, Practice Education: Tax Professionals NEVER Get Stressed, Right? In this session, we will cover the triggers that cause stress in the tax profession and how to recognize burnout and the underlying causes that lead to it. You will learn techniques to help with dealing with these triggers, including time management, mental and... |
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Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. Register
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Demo by Verifyle Verifyle is a secure online tool for sending encrypted messages and sharing sensitive documents with clients. In this webinar, Verifyle will walk through what’s new on the platform and highlight premium features and practical use cases. NAEA members receive a Verifyle Pro account at no cost as a member benefit. Register |
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Hosted by BlueJ Speaker: Mat Armstrong, VP, Customer Success at Blue J Discover how Blue J is transforming the way tax experts work with our AI-powered tax research solution. This session will showcase how Blue J delivers verifiable tax answers in seconds, drafts high-quality communications, and empowers your team to focus on the work that provides the most value to clients. Key features highlighted include: Accelerate research: Receive verifiable tax answers...
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Hosted by RSSA Speaker: Thomas Drapala, Director, Strategic Partnerships If you are an Enrolled Agent or tax professional looking to grow your practice and deliver more value to clients in 2026, join this exclusive webinar. You’ll discover how the RSSA® (Registered Social Security Analyst®) designation and its supporting technology position you as a trusted Social Security subject-matter expert—an area that directly impacts tax planning, retirement income, Medicare premiums, and IRMAA... |
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Speaker: Allan (AJ) Reynolds, EA & Beth Logan, EA CE: 2 IRS/CTEC Price: Free for Members | $120 Nonmembers SECURE 1.0 and 2.0 brought many changes to RMDs. Our clients cannot keep retirement funds in their accounts indefinitely. This class will explore the RMD rules relating the various types of retirement accounts such as Traditional, SEP, SIMPLE IRAs. 401(k), 403(b) accounts. ROTH account rules pertaining RMDs. Each of these accounts... |
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Moderator: Yehuda Tenenbaum, EA Join NAEA every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. Register |
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Speaker: Tanya Baber, EA Practice Education: Buzz Sessions are an informal, discussion-based session held each quarter. This interactive format encourages peer learning, idea-sharing, and collaborative problem-solving. Each morning may feature a specific topic, along with industry professionals or facilitators to help guide the conversation - for example, exploring billing best practices or emerging technology research. Attendees are invited to bring questions, share experiences, and connect with fellow practitioners in a... |
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Speaker: Jaye Tritz CE: 1 IRS/CTEC Price: Free for Members | $50 Nonmembers A Schedule K-1 from a pass-through entity, such as an S-corporation or Partnership, can be confusing, if not overwhelming, for a preparer who is not familiar with preparing business returns. A large amount of information is presented on a single page, which can significantly impact the client’s return. Accurate input of that information is essential to minimize... |
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