Date: Thursday, April 28th 4:00 – 5:00 PM EST Free NAEA members-only event Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. One of the breakouts will be dedicated to the topic of mentoring. If you would like to learn more about Read More >
Date: Thursday, May 5th 12:00 – 12:30 PM EST Free NAEA members-only event Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together with your favorite coffee, snack, or lunch and learn all that your NAEA membership has to offer, navigating your account and more.
Date: Thursday, May 5th 2:00 – 4:00 PM EST Speaker: Clarice Landreth, EA | Marc Dombrowski, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 Join us for an overview of concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation. We will have a case study followed by an open-ended question and answer session regarding IRS topics including exam, collections, and Read More >
Date: Monday, May 9th at 4:30 PM EST – Thursday, May 12 at 12:30 PM EST Speakers: Alison Ball, Amanda Lilley, Andrew Wall, Bill Carlino, Billie Anne Grigg, Blake Oliver, Carrie Stemke, Cavanaugh Nweze, Christian Sledd, Clayton Oates, Darren Guillot, Dawn Brolin, Doug Sleeter, Ed Kless, Eric Green, Eric Pierre, Ford Baker, Geni Whitehouse, Heather Satterley, Ignatius L. Jackson, Jim Robnett, Jina Etienne, Jonathan Feniak, Joshua Lance, Kellie Parks, Kelly Read More >
Date: Wednesday, May 11 4:00 – 5:00 PM EST Speakers: Thad Inge, JD and Jeff Trinca, JD Price: Free to All CE: N/A On this webinar, hear from NAEA's lobbyists about all the new and exciting items they are working on to advance the EA industry. Get on the ground information about what is happening on Capitol Hill and how it could affect you, your practice, and your clients.
Date: Thursday, May 12th 4:00 – 5:00 PM EST Speaker: Fred Amrein Price: Free to NAEA Members | $50 for non-members CE: 1 As student debt becomes a bigger piece of the financial future for many Americans, tax preparers can become an integral part in the solution. With over 54% of student debt dollars being repaid using Income-Driven Repayment (IDR) methods, managing tax filing options and AGI becomes a critical Read More >
Date: Tuesday, May 24th - Wednesday, May 25th from 9:00 AM – 5:00 PM EST Speakers: Representative Track with Frank Agostino, Esq. | Tax Track with Ronald D. Powell, EA Price: Register by April 25, 2022: NAEA Members - $400, Non-members - $450 | After April 25, 2022: NAEA Members - $450, non-members $550 CE: 16 We are offering 2 separate education tracks: Representation Track with Frank Agostino, Esq. Read More >
Date: Tuesday, May 24 - Friday, May 27th from 10:00 AM – 2:00 PM PST Speakers: Juan Montes, EA | Tyrone Taylor, CFP, EA | Ryan Reich, CFP, EA | Robert Kerr, EA Price: $150 to OrSEA/NAEA Members | $200 for non-members CE: 16 Education for Enrolled Agents. Subjects include: IRS representation Form 4797 Ethics Cryptocurrency
Date: Thursday, May 26th 4:00 – 5:00 PM EST Free NAEA members-only event Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. One of the breakouts will be dedicated to the topic of mentoring. If you would like to learn more about Read More >
Date: Wednesday, June 1st 6:30 - 9:15 PM EST Speakers: Various Price: $999 (Early bird before May 25), $1,300 after June 1st to MaSEA and NAEA Members - Individual sections priced separately The emphasis of the MaSEA SEE Prep program is succeeding with the exam. This program is only intended for the tax professionals seeking the US Treasury EA credential. The program is not an introductory training in tax. Consider Read More >
