Events

Date: Wednesday, August 3rd 6:30 - 9:00 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 >

Date: Thursday, August 4th 12:00 – 12:30 PM EST Free NAEA members-only event Save the date - More info coming soon!

Date: Monday, August 8th 2:00 – 4:00 PM EST Speaker: David Ramirez, EA, JD, MST, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Many times, it isn’t about what the client filled out on the financial statement -- it is about what they did not put on the financial statement. This session will help the representatives avoid unnecessary surprises and will provide tools to complete a Read More >

Date: Tuesday, August 9th 2:00 – 4:00 PM EST Speaker: Clarice Landreth, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 This session will cover the concepts and issues related to the components, investigation, and assessment of the Trust Fund Recovery Penalty (TFRP) by the IRS. Who will be found responsible and willful will be discussed.

Date: Wednesday, August 10th 1:00 – 2:00 PM EST Speaker: David Gannaway, EA Price: $30 for NAEA Members | $50 for non-members CE: 1 Representatives can find themselves in a difficult place if they are not able to identify when a representation case may become criminal. This course describes how a non-attorney practitioner should interact with potentially criminal tax cases.

Date: Wednesday, August 10th 3:00 – 4:00 PM EST Speaker: Laura Strombom, EA Price: $30 for NAEA Members | $50 for non-members CE: 1 A representative must know when it is time to refer a client to a bankruptcy attorney in order to resolve a client’s unpaid tax balances. In order to do that, the representative must have a basic overview of the bankruptcy process and how tax problems fit Read More >

Date: Thursday, August 11th 4:00 – 5:00 PM EST Speaker: Coming Soon! Price: Free to NAEA Members | $50 for non-members CE: 1 Save the date - More info coming soon!

Date: Monday, August 15th 2:00 – 4:00 PM EST Speaker: Clarice Landreth, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 Understanding the federal tax lien process can be challenging. Participants will learn in-depth remedies available to taxpayers with federal tax liens on their assets.

Date: Sunday, September 25th 2:30 – 6:00 PM EST Speakers: David l. Mellem, EA, NTPI Fellow and Jeffrey A. Schnedier, EA, CTRS, ACT-E, NTPI Fellow Price: Early Bird special (ends 8/31/22): $350 LSEA members, $400 nonmembers; Regular registration (after 8/31/22); $400 LSEA members, $450 nonmembers CE: 16 CE and 2 Ethics CE Join Louisiana Society of Enrolled Agents for 16 hrs of LIVE, IN-PERSON , and IRS approved Continuing Education Read More >

Date: Tuesday, August 16th 2:00 – 4:00 PM EST Speaker: Thomas A. Gorczynski, EA, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Sometimes one taxpayer can resolve liability for a joint federal debt by severing joint and several liability. This course will describe when the law allows this and how a practitioner can successfully advocate for a taxpayer in this situation.

Date: Wednesday, August 17th 2:00 – 4:00 PM EST Speaker: Ericka S. Williams, EA, NTPI Fellow Price: $60 for NAEA Members | $100 for non-members CE: 2 This course provides an overview of common issues encountered when the IRS examines a business entity's tax return.

Date: Wednesday, August 17th 6:30 - 9:00 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 >

Date: Thursday, August 18th 2:00 – 4:00 PM EST Speaker: Ericka S. Williams, EA, NTPI Fellow Price: $60 for NAEA Members | $100 for non-members CE: 2 A tax representative will not be successful if he or she cannot get clients to serve. In this course, participants will learn strategies to market and sell their services to potential clients in need of tax representation services.

Date: Monday, August 22nd 2:00 – 4:00 PM EST Speaker: Thomas A. Gorczynski, EA, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Tax research skills are critical to effectively representing a taxpayer before the IRS. This session will outline a structured tax research process the practitioner can use to find the correct answer to your question using both no-cost and paid resources. This session will also Read More >

Date: Tuesday, August 23rd 2:00 – 4:00 PM EST Speaker: Clarice Landreth, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 In this course, the practitioner will understand how the Appeals emphasis on independence impacts effective representation of taxpayers. In addition, the Appeals process with respect to more advanced topics will be covered, such as offers in compromise and proposed trust fund recovery penalty assertions.

Date: Wednesday, August 24th 2:00 – 4:00 PM EST Speaker: Alan Pinck, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 The course reviews the lifecycle of a field examination from start to finish.

Date: Wednesday, August 24th 6:30 - 9:00 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 >

Date: Thursday, August 25th 4:00 – 5:00 PM EST Free NAEA members-only event Save the date - More info coming soon!

Date: Tuesday, August 30th 2:00 – 4:00 PM EST Speaker: Thomas A. Gorczynski, EA, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Circular 230 provides rules that enrolled agents and other practitioners must follow when both advertising services and pricing representation engagements. This course describes the application of these rules to tax representation practice.

Date: Wednesday, August 31st 11:00 AM – 12:00 PM EST Speakers: Thad Inge, JD, Michelle McCaughey, A.J. Reynolds, EA, Jeff Trinca, JD Price: Free to NAEA Members | $50 for non-members The Inflation Reduction Act was passed by the House on August 12th and signed into law by President Biden on August 16th. Join NAEA’s lobbyists, government relations director, and tax experts to hear timely information about the included tax Read More >

Date: Wednesday, August 31st 2:00 – 4:00 PM EST Speakers: Clarice Landreth, EA and Thomas Gorczynski, EA, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Participants will integrate the information learned in Level 3 through guided case studies.

Date: Wednesday, August 31st 6:30 - 9:00 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 >