Strengthening Client Financial Health and Protecting Against Identity Theft July 9, 2024 | 1:00 - 1:30 PM EDT Demo by IDIQ Price: Free for All Join us for an informative webinar where we delve into the critical aspects of identity protection and financial intelligence. This session is designed to equip tax professionals with the knowledge and tools necessary to safeguard their clients' personal information and secure their long-term financial health. Read More >
2024 July NTPI Virtual Roundtable July 9, 2024 | 4:00 - 5:00 PM EDT Speaker: Ricardo Rivas and Kesha Dawson Roundtable Discussion Price: Free | NTPI Fellows Only Attend NAEA's monthly NTPI Fellow roundtable, exclusive to members. Participate in discussions on current representation topics and industry best practices with NTPI instructors and Fellows. Register
Cybersecurity 101 for Tax and Accounting Professionals July 10, 2024 | 4:00 - 5:00 PM EDT Sponsored by Verito Speaker: Jatin Narang CEO Verito & Camren Majors, Co-founder and CMO of Verito Technologies Price: Free for Members | $50 Nonmembers Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar Read More >
2024 July Solutions Room: A Simple Approach & Overview to Digital Assets July 11, 2024 | 4:00 - 5:00 PM EDT Speaker: Michael R. Miranda CPA, QKA, AEP CE: 1 IRS/CTEC Price: Free | $50 Non-Members Digital assets is a decentralized digital currency. The term “digital assets” generates countless amounts of uncertainty and anxiety among tax professionals. The language single-handedly strikes apprehension among us. This course will provide you Read More >
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. Learn more.
2024 Tax Summit Live Stream: Annual Meeting Members Only NAEA members, join us for our annual meeting at this year's Tax Summit! Couldn't make it in person this year? We've got you covered with our live stream so you don't miss out on important updates and changes! Register here!
July 24, 2024 | 1:00 - 2:00 PM EDT Speaker: Priscilla Amalbert Demo Price: Free to All In this webinar, attendees will receive a high-level introduction to both CrossLink 1040 Desktop and CrossLink Business Tax Software. We will demonstrate the flexibility of having different tax preparation methodologies, each geared towards delivering easy and fast tax return throughput. We’ll look at how simple and seamless completing returns with depreciable assets can Read More >
July 24, 2024 | 4:00 - 5:00 PM EDT Speaker: Ann Campbell, CIA, CPA CE: 1 IRS/CTEC Sponsored by Drake Price: Free | $50 Non-Members The Deceased Spousal Unused Exclusion, or DSUE, is the amount of the federal estate tax exemption that is not used by a deceased spouse. Using the DSUE strategy for your clients will help preserve the unused amount from the first deceased spouse so it can Read More >
2024 July Virtual Roundtable July 25, 2024 | 4:00 - 5:00 PM EDT Roundtable Discussion Price: Free to All Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. Register
Course Description The Specialty Business Certificate Program offers those that take it a well-rounded education on some niche business tax issues to include farming, military, marijuana and more! Attendees will leave the program with knowledge on several topics for their unique clients in these industries. Take this certificate program today and be confident in many niche business your clients may be involved in. CE: 12 IRS & 12 CTEC credits
July 30, 2024 | 3:00 - 5:00 PM EDT Speaker: John A. Mitchell CE: 2 IRS/CTEC Price: Free for Members | $100 Nonmembers This course will explore the evolving landscape of worker classification, focusing on the latest legal developments, IRS guidelines, and practical implications for tax professionals. This course will equip Enrolled Agents with the knowledge and tools needed to accurately classify workers and navigate the complexities of compliance. Register
July 31, 2024 | 2:00 - 3:00 PM EDT Speaker: Chelsea Rustek, EA Price: Free for Members | $50 Nonmembers This webinar will explore the latest tech tools involving the tax preparation process. From advanced software applications to automated systems, these innovative solutions can enhance efficiency, accuracy, and overall workflow. This session will equip you with the knowledge and insights to leverage technology effectively in your practice. Elevate your tax Read More >
