Date: September 25 - 27, 2022 Registration Prices: Early Bird Registration: $350 for NAEA members | $650 for non-members Regular Registration: $550 for NAEA members | $850 for non-members Late Registration: $650 for NAEA members | $1,050 for non-members CE: 10 CE (8 IRS CE + 2 Ethics CE) Join NAEA from September 25th – 27th, 2022 in Pittsburgh, PA for the very first LEARN event. These two-day educational events Read More >
Date: Monday, September 26th 8:00 AM – 4:00 PM EST Speakers:Marc Dombrowski, EA, Gary Skop, EA, Dan Bosler, EA, Steve Rainey, EA, Kevin Kaye, Paul Erikson, Robert Mulcahy Price: $350 to NAEA Members | $375 for non-members CE: 16 Day 1-IRS Representation, Ethics, Open Forum Discussion to exchange various tax related issues with other attendees.
Date: Monday, September 26th 8:00 AM – 10:00 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 Read More >
Date: Tuesday, September 27th 8:00 AM – 3:40 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 Read More >
Date: Tuesday, September 27th 8:00 AM – 4:00 PM EST Speakers: Marc Dombrowski, EA, Gary Skop, EA, Dan Bosler, EA, Steve Rainey, EA, Kevin Kaye, Paul Erikson, Robert Mulcahy Price: $350 to NAEA Members | $375 for non-members CE: 16 Day 2 will have two different breakout rooms to cover topics of 1040 Schedule A Itemized Deductions: Medical Contributions, Gambling, Taxes, Interest, Casualty/ Theft, K-2 and K, Miscellaneous, SEP/ Simple/ Read More >
Date: Tuesday, September 27th 8:00 – 5:00 PM EST Speakers: TBD Price: $50 to NAEA Members CE: TBD The Leadership Academy trains volunteers for success as leaders of NAEA at the local, state, and national levels.
Date: Tuesday, September 28th 8:00 – 5:00 PM EST Speakers: TBD Price: $50 to NAEA Members CE: TBD The Leadership Academy trains volunteers for success as leaders of NAEA at the local, state, and national levels.
Date: Thursday, September 29th 10:00 AM – 12:00 PM CST Speaker: Fred Stein Price: $50 CE: TBD Buying & Selling a Tax Practice
Date: Thursday, September 29th 4:00 – 5:00 PM EST Free NAEA members-only event Save the date - More info coming soon!
Date: Tuesday, October 4th 1:00 – 2:00 PM EST Speakers: Thad Inge and Jeff Trinca, JD Price: Free to All CE: N/A Join NAEA for an overview of the midterm elections. Receive insights on the key issues that are the election, how races are shaping up in both the Senate and House, and what are the chances for a shift in congressional control. We will discuss potential election outcomes and Read More >
Date: Wednesday, October 5th 2:00 – 3:00 PM EST Speaker: Heather Whitney Price: Free for NAEA Members | $50 for NAEA Members CE: N/A A great deal has changed in the business landscape in the past couple of years. Are you prepared for the top HR issues that are now impacting your business? Our Paychex HR coaches have identified four critical HR issues employers are facing in 2022, and how Read More >
Date: Thursday, October 6th 4:00 – 5:00 PM EST Speakers: Geoff Plourde, JD, EA, CPA Price: Free to NAEA Members | $50 for non-members CE: 1 Join us on the second Thursday of each month for NAEA Solutions Room! This is your chance to learn about some of the latest tax law changes (and the challenges they create) directly from leading experts in the field. The session will conclude with Read More >
Date: Wednesday, October 12th 12:00 – 1:00 PM EST Speaker: TBD Price: TBD CE: TBD Save the date - More info coming soon!
Date: Wednesday, October 12th 4:00 – 5:00 PM EST Speaker: Michael Mandarino, Financial Advisor Price: $20 CE: 1 We will be discussing a The Tax Exempt Trust is a 5227 Trust called a Charitable Remainder Unitrust, Annuity Trust or Net Income with Make Up Trust (NIMCRUT). We will also be discussing a Commitment Giving Trust or a Grantors Leads Annuity Trust, a Delaware Statutory Trust (1031 Exchange). IRS Code, Section Read More >
Date: Thursday, October 13th 2:00 – 3:00 PM EST Speaker: Emily Parker Price: Free to NAEA Members | $50 for non-members CE: N/A In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to actually get it done. However, continuously improving client communication is remarkably important and should be a top priority. In this course, Emiley Parker, Read More >
Date: Thursday, October 13th 5:30 – 7:10 PM EST Speaker: Bob Kerr, EA Price: $20 for OSSEA/ NAEA Members | $30 for nonmembers CE: 2 This 2.0 CE course approaches ethics conceptually, asks participants to consider the prism they use when considering their own ethical practices, and then uses Circular 230 and actions the Office of Professional Responsibility has taken against practitioners suspected of unethical behavior. Some hypotheticals will be Read More >
Date: Wednesday, October 19th 12:00 – 1:00 PM EST Speaker: TBD Price: TBD CE: TBD Save the date - More info coming soon!
Date: Wednesday, October 19th 2:00 – 3:00 PM EST Speaker: Maureen Scott Price: Free to NAEA Members | $50 for non-members CE: N/A Do you have a hard time finding enough qualified tax preparers to support and grow your tax office? Recruiting & training your own tax preparers is a proven best practice to bring the best people into your business. Join Senior Solution Architect Maureen Scott as she walks Read More >
Date: Wednesday, October 19th 2:00 – 6:00 PM EST Speakers: Bill Neimeth, EA and Ben Golden, EA Price: $275 to NAEA Members CE: 16 Come join us at the Mississippi Society for our 2020 Fall annual seminar in Gulfport, MS. Please see the website for details and registration.
Join leading tax experts from across the globe, as we discuss tax trends that are reshaping international taxation.
Date: Thursday, October 20th 8:00 – 3:00 PM EST Speakers: Bill Neimeth, EA and Ben Golden, EA Price: $275 to NAEA Members CE: 16 Come join us at the Mississippi Society for our 2020 Fall annual seminar in Gulfport, MS. Please see the website for details and registration.
Date: Thursday, October 20th 12:00 – 1:00 PM EST Speaker: TBA Price: Free for All CE: None Technology-driven analyses using our sophisticated software, RSSA Roadmap, can help provide your clients with choices of strategies that will optimize their future Social Security benefits while saving them payroll taxes now and for the remaining years they plan on working. The webinar will focus on this special retirement tax planning opportunity for tax Read More >
Date: Thursday, October 20th 2:00 – 3:00 PM EST Speaker: TBA Price: Free to NAEA Members | $50 for non-members CE: None Technology is an essential tool in every business, and being able to work remotely through digital tools and applications has become crucial for scaling and providing an optimal client experience. Changes to technology impact clients, and many won’t adopt changes as easily. In this webinar, you’ll learn the Read More >
Date: Friday, October 21st 8:00 – 3:00 PM EST Speakers: Bill Neimeth, EA and Ben Golden, EA Price: $275 to NAEA Members CE: 16 Come join us at the Mississippi Society for our 2020 Fall annual seminar in Gulfport, MS. Please see the website for details and registration.
Date: Saturday, October 22nd 9:00 AM – 2:00 PM EST Speaker: Jamie Otto and Rita Ryan Price: $120 for TxSEA/ NAEA Members | $150 for nonmembers CE: 4 Program: Jamie Otto begins with 1 hour of the latest in Cost Segregation Strategies. Then Rita Ryan returns with Foreign Taxes & Updates after finishing our first season with Schedules K2 & K3. She will review FBAR, F8938, F1116, Schedules K2 & Read More >
Date: Tuesday, October 25th 8:30 – 4:30 PM EST Speakers: Bob Brammer, Eric Duncan, LuSandra Everett, Patrick Knightly, Vaughan Long, Carol May, and Knox Wimberly Price: $125 for VASEA Members | $250 for nonmembers CE: 3 Cyber Security - Vaughan Long, EA (1 HR CE/CPE) IRS Communications in the New Era - Knox Wimberly EA (1 HR CE/CPE) Entities: Are you still a Schedule C? Should You Be? When to Read More >
Date: Tuesday, October 25th 2:00 – 3:00 PM EST Free NAEA members-only event Join NAEA members in the MD and DC regions for an exclusive virtual roundtable!
Date: Tuesday, October 25th 2:00 – 4:00 PM EST Speaker: Iris K. Palma, J.D; Thomas J. Williams, EA Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 Upon receiving an approved IRS election, the S-corporation tax classification allows the taxpayer to pass through its income, expenses, credits, and losses to the shareholders. In this presentation, we will provide a review of essential elements and limitations. Read More >
Date: Wednesday, October 26th 8:00 AM – 6:00 PM EST Speakers: Joshua Jensen, EA; Jeffery Schneider, EA, USTCP; Mike Kaufman, OTC; Mercean Lam, IRS; Megan Killian, CAE, NAEA EVP; John Perry III, EA USTCP Price: In Person: $400 for OSEA/ NAEA Members and $450 for non-members | Virtual: $300 for OSEA/ NAEA members and $350 for nonmembers CE: 17 | 1 hour of state content Please join us for the Read More >
Date: Thursday, October 27 - Friday, October 28th 8:00 AM – 5:00 PM EST Speaker: Allan J. “A.J.” Reynolds, EA Price: $400 for NAEA Members | $550 for non-members CE: TBA Intermediate level content on up to date tax law changes.
Date: Thursday, October 27th 7:00 AM – 8:00 PM EST Speakers: Various Price: NAEA Member: $325 by September 30th | $275 after September 30th Non-NAEA Member: $425 by September 30th | $475 after September 30th October 27 Day Pass: $225 prior to September 30th | $250 after September 30th October 28 Day Pass: $225 prior to September 30th $250 after September 30th CE: 12 Thursday, October 27 ,2022: 7-8 a.m. Read More >
Date: Thursday, October 27th 8:00 AM – 6:00 PM EST Speakers: Joshua Jensen, EA; Jeffery Schneider, EA, USTCP; Mike Kaufman, OTC; Mercean Lam, IRS; Megan Killian, CAE, NAEA EVP; John Perry III, EA USTCP Price: In Person: $400 for OSEA/ NAEA Members and $450 for non-members | Virtual: $300 for OSEA/ NAEA members and $350 for nonmembers CE: 17 | 1 hour of state content Please join us for the Read More >
Date: Thursday, October 27th 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.
Date: Thursday, October 27th 6:30 – 8:30 PM EST Speaker: Clayton Barnett & Shaun Gennett, IRS Supervisory Agents, Field Examination Price: $45 CE: 2 Part 1: This presentation will discuss the basic implications of digital assets when filing tax returns. An overview of what digital assets are, how they are used in the marketplace, and IRS guidance will assist return preparers during tax filing season. The tax treatment of transactions Read More >
Date: Friday, 3:00 PM EST October 28th - Monday, 12:00 PM EST October 31 Speaker: Various Price: $525 for NAEA/ NYSSEA Members | $699 for non-members CE: Up to 17 CE Join us, October 28-31, 2022, at the beautiful Turning Stone Resort and Casino! We have an all-star group of presenters and education topics, along with lots of time for networking and FUN. NYSSEA President Phyllis Jo Kubey, EA, CFP; Read More >
Date: Friday, October 28th 7:00 AM – 8:00 PM EST Speakers: Various Price: NAEA Member: $325 by September 30th | $275 after September 30th Non-NAEA Member: $425 by September 30th | $475 after September 30th October 27 Day Pass: $225 prior to September 30th | $250 after September 30th October 28 Day Pass: $225 prior to September 30th $250 after September 30th CE: 12 Thursday, October 27 ,2022: 7-8 a.m. Read More >
Date: Tuesday, November 1st 2:00 – 4:00 PM EST Speaker: David Woods, EA Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 The attendee will be familiarized with Form 1120-S and the related forms and schedules specific to the 1120-S. Attention will be paid to the mechanical aspects of the form and how to answer the questions asked on the form. In addition, how to Read More >
Date: Wednesday, November 2nd 3:30 – 5:00 PM EST Price: Free for NAEA Members It's almost time to cast your vote for NAEA's Board of Directors to serve during the upcoming 2023 - 2024 term. Prepare by watching the Meet the Nominees Virtual Forum.
Date: Thursday, November 3rd 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 to get together with your favorite coffee, snack, or lunch, and learn all that your NAEA membership has to offer, as well as, navigating your account, and more!
Date: Thursday, November 3 2:00 – 3:00 PM EST Social Security Insecurity: Gain the Expertise to Help Your Clients – Sponsored by NARSSA Only 4% of retirees optimize their SS benefits. Understanding the rules that apply to your clients’ personal circumstances can increase their benefit by tens and even hundreds of THOUSANDS of dollars over their lifetime. Join us for this presentation to learn how important it is help clients Read More >
Date: Friday, November 4th 8:00 AM – 5:00 PM EST Speakers: Frank Degen, EA, USTCP; Mike Kaufman, OTC; Mercean Lam, IRS Price: $225 for NAEA Members | $275 for non-members CE: 7 | 1 hour of state content Please join us on the Northeastern State University campus as we provide 7 hours of CE and one hour of state content.
