Quick Links

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

NTPI Content at EA 2020 Digital Forums September and November 

What is the National Tax Practice Institute®? 

The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of tax practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. While the NTPI program itself is designed for enrolled agents, CPAs, and tax attorneysnon-enrolled agents are welcome to attend. Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners. 

NTPI Content Offerings at EA 2020 Forums  

Level 1.  

If you are starting or continuing your journey with NTPI Level 1, you will want to take all Essential Track courses at both NAEA’s September and November forums, plus the prerequisite on demand course Rep 101: An Overview of Representation.

Description: 

This representation overview course covers important representation information from Circular 230 including the roles of representatives; the uses and best practices for authorization forms Form 2848 and Form 8821, a comprehensive discussion of common tax representative services from replying to IRS letters to audit appeals, analysis, and worksheets for collecting client information for collections and installment agreements; a review and uses of three types of IRS transcripts and effective strategies for calling the IRS. 

Register for this on-demand course to take in conjunction with your Essential Track courses for #EA2020 this September. 

Level 3.  

If you are further along in your journey and are seeking to continue your path on Level 3, you will be able to obtain half of Level 3 content requirement at the September Digital Forum. The second half of Level 3 content (as well as Level 2 content) will be offered in 2021. 

Graduate Level in Representation.  

This advanced program features content that changes every year, so you will never hear the same information twice—allowing you to return year after year. These sessions are taught by nationally recognized speakers that will engage participants in high-level discussions on advanced and timely topics. The Graduate Level in Representation track encourages networking and relationship-building that fosters a community of support and idea exchange. Take the Pro Track at NAEA’s November Digital Forum to continue or complete your journey.