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Future NAEA Virtual Forums and Education Events

#EA2020 Representation Digital Forum
November 9 – 11, 2020

NAEA Tax Preparation Digital Course
December 2 – 4, 2020

NAEA Tax Preparation Digital Course
January 12 – 14, 2021

2 for 1: Register for #EA2020 Digital Forum November and gain access to all content from #EA2020 September!

When you register for the EA 2020 Digital Forum September – you’ll gain automatic access to our EA 2020 Digital Forum on Advanced Representation November 9 – 11 – for a flat rate of $499 for members and $599 for nonmembers. NAEA is pleased to offer this valuable education package and we hope you find value in this offering during these challenging times.

The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners. If you are seeking to start or continue your journey on to NTPI Fellowship, course sessions will be offered at both our September and November forums. Learn more about NTPI content offerings at EA 2020 Forums by visiting here.

 

EA 2020 Digital Forum November

All times are eastern time (ET)

Time Course Name CE Hours NTPI Equivalent

Speaker

November 9, 2020

Essential

9:15 AM – 9:45 AM Virtual Coffee & Welcome
10:00 AM – 11:40 AM Ethics 2 Level 1

Laura Strombom, EA

1:00 PM – 2:40 PM Introduction to Audit – Part 1 2 Level 1 Alan Pinck, EA
3:00 PM – 3:45 PM Virtual Networking / Reception

November 9, 2020

Pro

9:15 AM – 9:45 AM Virtual Coffee & Welcome
10:00 AM – 11:40 AM Advanced CI 2 Level 3

David Gannaway, EA

1:00 PM – 2:40 PM Tax Court Cases 2 Level 3 Laura Strombom, EA
3:00 PM – 3:45 PM Virtual Networking / Reception

November 10, 2020

Essential

9:15 AM – 9:45 AM Virtual Coffee & Welcome
10:00 AM – 11:40 AM Introduction to Audit – Part 2 2 Level 1

Alan Pinck, EA

1:00 PM – 1:50 PM Tax Research 1 Level 1

Tom Gorczynski, EA

November 10, 2020

Pro

9:15 AM – 9:45 AM Virtual Coffee & Welcome
10:00 AM – 11:40 AM Rep Update 2 Level 3

David Gannaway, EA

1:00 PM – 2:40 PM Audit & Clergy 2 Level 3

Laura Strombom, EA

November 11, 2020
Essential
9:15 AM – 9:45 AM Virtual Coffee & Welcome
10:00 AM – 10:50 AM Introduction to Appeals 1 Level 1 Tom Gorczynski, EA
1:00 PM – 1:50 PM Transcripts 1 Level 1 Clarice Landreth, EA
2:00 PM – 2:50 PM Capstone Course 1 Level 1 David Gannaway, EA
November 11, 2020
Pro
9:15 AM – 9:45 AM Virtual Coffee & Welcome
10:00 AM – 11:40 AM LLC 2 Level 3 Clarice Landreth, EA
1:00 PM – 1:50 PM 6751(b) 1 Level 3 Tom Gorczynski, EA
2:00 PM – 2:50 PM Capstone Course 1 Level 3 Clarice Landreth, EA

 

Now Available On Demand

If you missed September’s Digital Forum, no worries! You will have access to watch our on-demand content and earn CE when you register for the #EA2020 Digital Forum November. Register today!

Course Name

CE Hours NTPI Equivalent

Speaker

September 29, 2020

Essential (Beginner)

Opening Keynote

0 0 Judge Mark Holmes

Intro to Collections- Part 1

2 Level 1 Jon Hargis, EA
Statute of Limitations (SOLs) 2 Level 1

Tom Gorczynski, EA

Case Study: IRS Dirty Dozen 1 Level 1

David Gannaway, EA

September 29, 2020

Pro (Advanced)

Opening Keynote

0 0 Judge Mark Holmes

Advanced Appeals

2 Level 3

Alan Pinck & Clarice Landreth, EA

Bankruptcy 2 Level 3

Clarice Landreth, EA

Case Study: Bankruptcy Filing

2 Level 3 Laura Strombom, EA
Virtual Networking Reception 0 0

October 1, 2020

Essential (Beginner)

Intro to Collections – Part 2

2 Level 1 Jon Hargis, EA

Communicate with the IRS

2 Level 1 David Gannaway, EA
Practice Management: Start & Build Your Business 2 CPE 0

Ken Portera, EA

Closing Keynote 0 0

Sharyn Fisk, IRS OPR

October 1, 2020

Pro Track (Advanced)

Trust Fund Recovery Penalty

2 Level 3 Clarice Landreth, EA
Offer in Compromise (OIC) 2 Level 3

Marc Dombrowski, EA

Practice Management: Checklist for Tax Season

2 CPE 0

Tracey Gordineer, EA

Closing Keynote

0 0

Sharyn Fisk, IRS OPR

 

NAEA’s Code of Conduct for Virtual Programs 

NAEA is committed to providing a safe, productive, and welcoming environment for all meeting participants and NAEA staff. All participants, including, but not limited to, attendees, speakers, volunteers, exhibitors, NAEA staff members, service providers, and all others are expected to abide by this Virtual Programs Code of Conduct. This Policy applies to all NAEA meeting-related events, including those sponsored by organizations other than NAEA but held in conjunction with NAEA events, on public or private platforms.

NAEA has zero-tolerance for any form of discrimination or harassment, including but not limited to sexual harassment by participants or our staff at our meetings. If you experience harassment or hear of any incidents of unacceptable behavior, NAEA asks that you inform meetings@naea.org  so that we can take the appropriate action.

Unacceptable Behavior is defined as:

  • Harassment, intimidation, or discrimination in any form.
  • Verbal abuse of any attendee, speaker, volunteer, exhibitor, NAEA staff member, service provider, or other meeting guests.
  • Examples of verbal abuse include, but are not limited to, verbal comments related to gender, sexual orientation, disability, physical appearance, body size, race, religion, national origin, inappropriate use of nudity and/or sexual images in public spaces or in presentations, or threatening or stalking any attendee, speaker, volunteer, exhibitor, NAEA staff member, service provider, or other meeting guests.
  • Disruption of presentations during sessions, in the exhibit hall, or at other events organized by NAEA throughout the virtual meeting. All participants must comply with the instructions of the moderator and any NAEA virtual event staff.
  • Presentations, postings, and messages should not contain promotional materials, special offers, job offers, product announcements, or solicitation for services. NAEA reserves the right to remove such messages and potentially ban sources of those solicitations.
  • Participants should not copy or take screenshots of Q&A or any chat room activity that takes place in the virtual space.

NAEA reserves the right to take any action deemed necessary and appropriate, including immediate removal from the meeting without warning or refund, in response to any incident of unacceptable behavior, and NAEA reserves the right to prohibit attendance at any future meeting, virtually or in person.