2024 February Quarterly Government Relations Update

Join us for our next quarterly update from NAEA's lobbyists. Gain insight about how NAEA is working to advance the EA industry and get on the ground information about what is happening on Capitol Hill, including potential tax changes before Congress and the chances of a government shutdown in March. You don’t want to miss this update.

2024 NTPI Interest Webinar

2024 NTPI Interest Webinar Speakers: Clarice Landreth, EA, NTPI Chair and Instructor Considering venturing into tax representation for your practice but unsure of where to begin? Need a refresher on the intricacies of representation work? Attend our National Tax Practice Institute (NTPI) Interest Webinar, where we'll delve into NAEA's leading tax representation program, and explore if it aligns with your goals for advancing in the field of tax representation.

2024 February NTPI Grad Class: The IRS Passport Program – Collections’ new tool for severely delinquent tax debt

CE: 2 IRS & 2 CTEC credits Speaker: Geoffrey Plourde, EA, JD, CPA The IRS Passport Program: Collections’ new tool for severely delinquent tax debt. This 100 minute program covers common issues that arise in federal tax practice when dealing with clients who have been certified by the IRS to the State Department for passport application denial and potential issues with IRS efforts to revoke currently held passports. Learning Objectives: Understanding the Read More >

2024 February Virtual Roundtable

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. This session will also include a break-out discussion of bylaws changes

2024 March EA Career Panel

Join NAEA to discuss the EA career and pathways to get there. Moderator: Bill Nemeth, Chair of NAEA Education Foundation and Catherine Bostock-Hudy, EA, former Chair of NAEA Education Foundation Panelists: TBA

2024 March NTPI: Ask the Expert Panel on ERC

Course Description The Employee Retention Credit (ERC) continues to be a hot topic of conversation. We will review various statutes and how they apply to ERC. Possible audit scenarios will also be covered. Bring your questions as we will have an open discussion about ERC and all topics related to representation courses offered during the National Tax Practice Institute. Learning Objectives Determine the assessment statute. Determine the refund statute. Better understand the Read More >

March Practice Education Roundtable

Connect with your colleagues during our latest roundtable and explore the intricacies of practice management while gaining valuable insights from fellow tax pros like you. Learn more about effective practices, discuss challenges and best practices in practice management. Don't miss this collaborative exchange.  

2024 March NTPI Virtual Roundtable

Join us for a National Tax Practice Institute (NTPI) virtual roundtable to discuss hot representation topics and industry best practices with program instructors and Fellows. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.