Events

Speaker: Jessica Curtain, QKA, QKC, CPFA, TGPC Many changes, trends, and possibilities surround the retirement landscape for employers and workers at every stage of a career life cycle. Join us for an insightful CPE webinar and ensure your firm is up to speed on the latest regulatory updates and emerging trends that may enhance financial future planning. Gaining knowledge of today’s key provisions and tax incentives provides a tremendous opportunity...

Presented by: John Warren, EA Location: Medford Public Library Community Room |111 High Street, Medford, MA 02155 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new...

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 the Demo: Remote Access — Work securely on returns from your laptop, tablet, or smartphone. Online Vault — Store and organize...

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! Join NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities,...

Moderator:David Woods, EA, USTCP Price: Free for Members Join NAEA every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts.   Register     Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA!

Speaker: Ed Pratt Mark your calendars for our upcoming webinar, Lessons from Last 1099 Season: What the Top 1% of Firms Did Right sponsored by Zenwork. Every firm files 1099s, but not every firm does it efficiently. Behind the scenes, top-performing firms have mastered the toughest challenges, from handling high volumes, incomplete vendor data and slow client responses to navigating workflow gaps. In this webinar, we’ll unpack how top-performing firms...

Presented by: John Warren, EA Location: West Bridgewater Library | 80 Howard St, West Bridgewater, MA 02379 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new...

Presented by: John Warren, EA Location: Forbes Library | 20 West St, Northampton, MA 01060 Education: 2 IRS CE Price: FREE to members | $50 Nonmembers The tax world is changing fast, and this session will help you stay ahead of it. In this two-hour program, we’ll unpack the One Big Beautiful Bill Act (OB3A) and explore the biggest updates to affect individual taxpayers in decades. From new deductions and...

​​​​​​​Speaker(s): Dan Berenholtz Learn how StanfordTax saves your firm countless hours during tax season by generating AI-powered organizers & binders within seconds. During this demo you'll learn how: To generate organizers & binders using your tax software Easy it is for clients to access the questionnaire & fill it in Quickly your clients & team can add files StanfordTax recognizes what files have been uploaded, renames them, and organizes them...

Mark your calendars for the upcoming 8amCPACharge demo webinar. 8amCPACharge helps accounting and tax professionals get paid faster with easy, secure online payments—built for the way firms work today. Register NAEA members enjoy exclusive discounts through their membership with 8amCPACharge! Visit the Membership Benefit Portal to learn more about your savings and other valuable perks. Not a member yet? Join NAEA today to unlock access to exclusive member benefits, educational opportunities, and professional resources.

CE, Networking and Toy Drive Speaker(s): James Everett, DeFranceschi & Klemm, PC Price: $70 Members | $120 Nonmembers Location: The Mighty Squirrel Brewing Co. | 411 Waverley Oaks Rd, Waltham, MA 02452 Connect with fellow enrolled agents during the Massachusetts Chapter of Enrolled Agents (MAcEA) meeting in November. Join us at The Mighty Squirrel in Waltham, MA for an evening of tax education followed by casual networking hour with drinks and...

Speaker(s): Gina Young, Account Executive Mark your calendars for the upcoming Keeper webinar. In this session, viewers will get a walkthrough of how Keeper helps streamline month-end workflows, while also offering features designed to support tax-time prep, client collaboration, and cleanup work.   Learning Objectives: Discover how bookkeeping and tax workflows can live in one system Learn how Keeper reduces time spent on file review and client communication via a 2-way...

Speaker: Leonard Steinberg, EA, MBA CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Mark your calendars for our upcoming webinar, Hot Topic: Understanding Tax Exempt/Non-Profit Organizations. This webinar provides a comprehensive overview of the IRS Tax Exempt/Nonprofit division, equipping tax professionals with the knowledge and tools needed to serve nonprofit clients effectively. Participants will gain practical insights into compliance, reporting, and best practices for working with tax-exempt...

Speaker(s): Jatin Narang, CEO of Verito; &  Rajat Chawla, Chief Business Officer, Founder and Director at AcoBloom International Mark your calendars for the upcoming Verito & AcoBloom sponsored webinar. Tax practices are increasingly leveraging cloud platforms and offshore partnerships, but both raise significant compliance responsibilities. In this webinar, Verito and AcoBloom will guide you through the critical safeguards and oversight required when working in distributed environments. Verito will explain how...