Presenter: Timalyn Bowens Price: $10 for Members | $20 for Nonmembers This course is designed to equip individuals with the knowledge and skills to effectively utilize social media platforms to enhance personal branding and achieve professional goals. In today's digital age, social media has become a powerful tool for self-promotion, networking, and career advancement. This course provides practical guidance and insights into leveraging social media platforms strategically to create a strong...
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CE: 11 IRS/CTEC Speakers: Jane Ryder, EA, CPA; Darryl Brown, PhD, EA, CPA, NTPI Fellow; Beth Logan, EA The Individual Credits and Deductions Certificate program is designed to provide tax professionals with a comprehensive understanding of various tax credits and deductions available to individuals. Through a series of eight classes, participants will dive into topics such as earned income tax credits, child tax credits, education deductions, energy credits, alternative minimum... |
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CE: 11 IRS/CTEC Speakers: Jane Ryder, EA, CPA; Darryl Brown, PhD, EA, CPA, NTPI Fellow; Beth Logan, EA The Individual Credits and Deductions Certificate program is designed to provide tax professionals with a comprehensive understanding of various tax credits and deductions available to individuals. Through a series of eight classes, participants will dive into topics such as earned income tax credits, child tax credits, education deductions, energy credits, alternative minimum...
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Speaker: John Sapp, CPA, Brand Ambassador; LaDonna Keener, CPA, Federal Tax Manager at Drake Software; & Robert Nolan, EA, CPA, CTFL CE: 1 IRS/CTEC Price: Free for Members | $50 Nonmembers Prepare yourself for the upcoming tax season with a comprehensive overview of the key updates and changes you need to know. This course will guide you through the latest 1099-K rules, offering clear insights on compliance and reporting requirements.... |
1 event,
CE: 11 IRS/CTEC Speakers: Jane Ryder, EA, CPA; Darryl Brown, PhD, EA, CPA, NTPI Fellow; Beth Logan, EA The Individual Credits and Deductions Certificate program is designed to provide tax professionals with a comprehensive understanding of various tax credits and deductions available to individuals. Through a series of eight classes, participants will dive into topics such as earned income tax credits, child tax credits, education deductions, energy credits, alternative minimum... |
1 event,
CE: 11 IRS/CTEC Speakers: Jane Ryder, EA, CPA; Darryl Brown, PhD, EA, CPA, NTPI Fellow; Beth Logan, EA The Individual Credits and Deductions Certificate program is designed to provide tax professionals with a comprehensive understanding of various tax credits and deductions available to individuals. Through a series of eight classes, participants will dive into topics such as earned income tax credits, child tax credits, education deductions, energy credits, alternative minimum... |
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Speaker: Allan (A.J) Reynolds, EA CE: 2 IRS/CTEC Price: Free for Members | $100 for Nonmembers “Ethics knows the difference between what you have a right to do and what is RIGHT to do.” - Associate Justice of the Supreme Court of the United States, Potter Stewart Why Authority matters: Circular 230 Considerations, such as diligence regarding accuracy, standards with respect to tax returns, requirements for written advice, competence, and taking unreasonable positions... |
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CE: 2 IRS & 2 CTEC credits Speaker: Clarice Landreth Price: $30 for NTPI Fellow | $60 for Members | $100 for Nonmembers This webinar is geared towards our NTPI Fellows, but all are welcome to join! The collection statute of limitations is one of the critical items a tax representative must understand to represent a taxpayer with an outstanding tax liability properly. During this session, we will discuss the...
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About the demo: Instantly create smart, personalized organizers for all of your clients - like magic Every document is neatly categorized and standardized so your team stays efficient Your clients will be amazed with the simple and seamless experience Register
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Moderator: Kesha Dawson Harris, EA Join NAEA each month for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program. Register |
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Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome Descubre cómo TaxDome puede revolucionar la manera en que trabajas y te conectas con tus clientes. En este webinar, exploraremos herramientas clave como el Portal de Clientes, la Automatización de Flujos de Trabajo y el Proceso de Incorporación de Clientes. Aprende a optimizar tus procesos, ahorrar tiempo, y proporcionar una experiencia de cliente excepcional que impulsará la productividad...
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During this webinar, Sean Taylor – Director of Sales, will provide attendees with a demo of TaxAct Professional and answer any questions you may have about the software. If you are interested in seeing our software’s flow or are thinking about switching software’s in time for TY24, you won’t want to miss this virtual event. Register below to attend. We look forward to hosting your soon! Learning Objectives: - Overview...
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Learn how TaxDome can transform the way you manage your practice and engage with clients. In this webinar, we’ll dive into essential features like the Client Portal, Workflow Automation, and Client Onboarding. Discover how to streamline your processes, save time, and provide a top-tier client experience that drives efficiency and growth for your firm. Agenda Understand how the Client Portal enhances client communication and document exchange. Learn how Workflow Automation... |
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Price: Free for Members Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. Register
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Speaker: Josh Youngblood, EA, CTRS, CRETS CE: 1 IRS/CTEC Price: $10 for Members | $50 for Nonmembers This course provides a detailed overview of the Corporate Transparency Act (CTA) and its requirements for reporting beneficial ownership information (BOI) to the U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN). Participants will learn the definitions of beneficial ownership, understand reporting deadlines, and become familiar with the entities subject to or exempt...
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Join TaxFlow for an exclusive demo of the TaxFlow platform – the simple, intuitive tax workflow software designed to streamline your practice. In this 45-minute webinar, see how TaxFlow can save you time, reduce errors, and improve client satisfaction. TaxFlow also has a special offer just for NAEA members, and they’re excited to share it with you. Don’t miss this opportunity to optimize your tax preparation process! Register now to... |
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Presenters: Cory P. Ratner, EA; Amy M. Winters; James Whitehouse; Joe McCarthy, CPA; Lorraine Kearn, EA CE: 4 IRS Price: $50 for Members | $100 for Nonmembers Join us for an engaging virtual session starting with essential state updates for New Hampshire, Maine and Vermont. Following the updates, we’ll dive into three in-depth education sessions designed to enhance your practice with valuable knowledge on critical tax topics. Register
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As the business landscape evolves, your clients increasingly depend on you as their trusted advisor. Join this webinar for an exclusive demo tailored for NAEA members, where you can discover how ADP Accountant Connect can enhance your productivity and enable you to engage in meaningful conversations with your clients. This free, award-winning platform is designed to prepare your clients for whatever comes next. We will cover: How ADP Accountant Connect... |
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Time: 1:00 PM - 5:00 PM CT (Each day) Topics: Business Tax Update CE: 8 IRS Speaker: Jaye E. Tritz, EA, CFP In this two-part, 8 CPE event, we will present updates on a variety of business-related topics including the filing of the Beneficial Owner Information Report (BOI) as required by the Corporate Transparency Act (CTA), the employer-related changes to retirement plans associated with the SECURE Act 2.0, the issues...
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Location: Zoom IRS CE: 3 CE Speakers: Beth Logan, Paula Massa, Gregory Zakarian and Scott Franklin Join MAcEA for their most popular education event of the year, with a virtual date in December and an in-person date in January to accommodate your schedule and CPE needs. MAcEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2025 filing season. Register |
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Speaker: Liz Zitzow CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers Sometimes when you start a return that you think you can handle, you discover you’ve bitten off more than you can chew. You’ve now invested hours of your workweek into this seemingly simple project, and there seems to be no end in sight. How will you get your other clients done in time? Should you abandon... |
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Speaker: Tana Qoqi, Taxpayer Advocate Service CE: 2 IRS Price: $40 for Members | $80 for Nonmembers Connect with fellow enrolled agents during the Massachusetts Chapter of Enrolled Agents (MAcEA) virtual meeting in December. IRS Taxpayer Advocate, Tana Qoqi, will be leading a two hour discussion on TAS overview and annual report to congress. Register THIS WEBINAR HAS BEEN CANCELLED. WE APOLOGIZE FOR ANY INCONVENIENCE. IF YOU HAVE ANY QUESTIONS, PLEASE EMAIL EDUCATION@NAEA.ORG. Presenter: Madeline Reeves, EA Price: $10 for members | $20 for nonmembers This course is designed to provide participants with a comprehensive understanding of various marketing strategies and channels, both traditional and digital, to effectively promote products or services. This course delves into the different approaches to marketing, including online marketing techniques,...
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Join us for a special event sponsored by the NAEA PAC with guests Rep. Gwen Moore (D-WI) and Rep. David Kustoff (R-TN). Representatives Moore and Kustoff are members of the House Ways and Means Committee and serve on the Tax Subcommittee. Learn about plans for the new 119th Congress, tax reform, priorities on the Ways & Means Committee, and more. Register |
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Register for a live demo of TaxWise® Online to learn how to prepare more returns in less time. Our Solution Architect will guide you through TaxWise and answer any questions you may have on the features and functions of our software. Optimize your revenue and efficiency in 2025! Demonstration Topics: • Overview of TaxWise software • New in TaxWise Online, Business Returns in the cloud • Online Vault: Organize and...
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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. Register |
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In this 1 hour CE event, we will examine and explore the requirements and procedures for IRS information return and payment systems, including EFTPS, IRS, and FIRE. Discussion and commentary will be provided to assist you in meeting your information return filing and payment systems requirements. IRS Course ID: FAHHB-T-00179-24-O 1 CE Hour -- Federal Tax Law. OSEA Members are at no cost, $10 for non-members. Any EA or EA... |
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Speakers: Paul Massa, EA; Gregory Zakarian, EA; Scott Franklin, EA CE: 3 IRS Location: Cyprian Keyes Golf Course | 284 E Temple St, Boylston, MA 01505 Price: $130 for Members | $230 Nonmembers Prepare for the 2025 filing season with the Massachusetts Chapter of Enrolled Agents (MAcEA) at this in-person 1040 Update event! Don’t miss this opportunity to stay ahead in your practice and network with fellow tax professionals! Register |
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