Speaker: Beth Logan, EA CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers This class will cover the deductions for self-employed health insurance and the home office. It will cover eligibility, limitations, and the forms. The interaction between the health insurance deduction and the Premium Tax Credits from ACA will also be discussed. Learning Objectives: Understand the forms (7206 and 8892) for claiming the deductions Recognize eligible expenses...
Events
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Speaker: Ruben Valdes, EA, USTCP CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Este curso introductorio está diseñado para dotar a los profesionales de las herramientas necesarias para asistir a los contribuyentes impactados por embargos del IRS. A lo largo del programa, los participantes examinarán las razones subyacentes por las cuales el IRS impone embargos, explorarán las dificultades económicas que sufren los contribuyentes afectados y aprenderán a...
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Moderator: Alan Pinck, EA Price: Free for NTPI Fellows & In-progress Join NAEA each month for a member-only National Tax Practice Institute® (NTPI) Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This session is designed for NTPI Fellows, graduates, and current NTPI participants, providing a unique opportunity to engage with experts and peers in the field. Not a member yet? Join NAEA... |
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1 event,Annual Convention-Cool Breezes and Hot Topics In-Person Conference June 2 - 5, 2025 | 8:30am-4:30pm Speaker(s):Mary Mellem, EA Tynisa "Ty" Gains, EA Mary Beth Lougen, EA CE: 21 Hours Price: $2000 Double/ $2400 Single All Inclusive, Except Airfare WHAT TO EXPECT: All-Inclusive stay at the Riviera Maya Resort in either Maya Beach of Maya Caribe. https://www.barcelo.com/en-us/barcelo-maya-grand-resort/erence. Schedule begins Monday, June 2nd 4:00 pm for Registration & Happy Hour and Ends... |
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PURCHASE ON-DEMAND Speakers: Michael Miranda, CPA, QKA, NQPC, AEP & Parag Patel, Esq. CE: 8 IRS/CTEC (For Entire Program) This comprehensive program provides an in-depth exploration of trusts, covering fundamental concepts, legal principles, tax considerations, and advanced planning strategies. Participants will gain a strong foundation in trust structures, key trust document clauses, and tax filing requirements. The program will also delve into trust income calculations, deductions, and specialized... |
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Stay informed and prepared—Thad Inge of Van Scoyoc breaks down key points from the House's “One Big Beautiful Bill,” which includes sweeping legislation could bring major tax changes affecting both individuals and businesses. We will cover key provisions, including an increase to the SALT deduction cap for qualifying filers, a larger 23% pass-through business income deduction beginning in 2026 and expanded bonus depreciation and Section 179 expensing for business assets.... |
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1 event,Education: 16 IRS CE Speakers: Mary & David Mellem, EA, David Gannaway, MBA, CFE, CAMS, CVA, EA & Marta Haydym-Silver, CFP, AIF Location: Mill Falls at The Lake | 281 Daniel Webster Hwy, Meredith, NH 03253 Price: $595 Member | $645 Nonmembers The Northern New England Chapter of Enrolled Agents (NNEcEA) invites you to our 12th annual education retreat, offering a wealth of educational opportunities. Join us at Mill Falls at... |
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Moderator: Rawad Abou Hassan, EA MBA Price: Free for NTPI Fellows & In-progress Join NAEA each month for a member-only National Tax Practice Institute® (NTPI) Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This session is designed for NTPI Fellows, graduates, and current NTPI participants, providing a unique opportunity to engage with experts and peers in the field. Not a member... |
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Moderator: Toni Williams, EA 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. As part of NAEA’s member-exclusive offerings, this open roundtable provides a space to connect, exchange insights, and stay ahead in the ever-evolving tax landscape—all at no cost to members. Not a member yet? Join NAEA today to access this roundtable and... |
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Join NAEA's Board of Directors meeting on June 13th for key association updates and important member information. Register |
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2 events,Regional Representation Conference In-Person Conference June 17 - 19, 2025 | 8:30am-4:30pm Speaker(s): LG Brooks, EA, CTRS, NTPI Fellow., Stephen Weisberg, Esq., Jonathan Donenfeld, CPA, CTRS CE: 24 Price: $1175 Plus Hotel and Travel. Virtual Option Available The IRS through its CE provider service has recommended that all providers offer increased and enhanced representation education in 2025-2026. The MiSEA is sponsoring a 3-day, 24 CE representation conference featuring nationally recognized...
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Speaker: Ericka Williams, EA, NTPI Fellow CE: 2 IRS/CTEC Price: Free for NTPI Fellows | $60 for Members | $120 for Nonmembers Meeting with an IRS agent can be stressful for a taxpayer who doesn’t understand tax law. In this seminar, we will embark on a case study of an IRS audit from start to finish. You will learn how to communicate with the IRS Audit and be prepared to successfully defend your... |
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Speakers: Nick Boscia, CPA, EA & Caleb Jenkins, EA CQP Price: Free for All Ever lost access to client documents during tax season? Faced security risks with sensitive data? Struggled with pricing or work-life balance? You're not alone! Join Nick Boscia, CPA, EA and Caleb Jenkins, EA, CPQ as they share some of their biggest tax season challenges - and how their firms are better for it. No sugar-coating here... |
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Join us for an exclusive webinar designed for tax professionals seeking to expand their services, deepen client relationships, and increase revenue. The Registered Social Security Analyst® (RSSA®) Program equips you with the expertise to advise clients on one of the most important retirement decisions they’ll make—how and when to claim Social Security. In this session, you’ll learn: Why Social Security planning is a natural and valuable extension of your tax... |
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THIS EVENT HAS SOLD OUT! Location: Polar Park | 100 Madison St, Worcester, MA 01608 Price: $31 Members & Nonmembers Join MAcEA for a baseball outing on Friday, June 20th, 2025. The Worcester Red Sox will be playing the Buffalo Bisons (AAA Blue Jays Farm Team)! Location Details Polar Park Stadium 100 Madison St, Worcester, MA 01608 What to expect Your ticket includes a $10 credit for food and drinks Pick... |
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PURCHASE ON-DEMAND Speakers: David Woods, EA, USTCP; Fernando Juarez, LL.M. EA; & Parag Patel, Esq. CE: 8 IRS/CTEC (For Entire Program The Basic ForeignTaxes Certificate Program offers those that take it, a deep dive into the tax issues surrounding foreign tax topics for foreigners with US income and US residents with foreign income. Attendees will leave the program with a basic understanding of the issues surrounding foreign taxes...
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Location: Stillwater | 120 Kingston St, Boston, MA 02111 Price: $65 MassCPAs invites you to Sip & Socialize with fellow CPAs, lawyers and financial professionals who can help take your career to the next level. We know you’re busy, and this dedicated event will connect experienced professionals from across industries to help spark new leads and expand your business, while you enjoy delicious cocktails and snacks at Stillwater in Downtown... |
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Speaker(s): Lawrence Pon, CPA, EA,USTCP Price: $45 - NYSSEA Members; $80 - All others Many of our clients are creating trusts for various reasons, and tax returns, Form 1041, need to be prepared for them. Learn about the different types of trusts you may encounter. We will review the importance of fiduciary accounting and how it is different from tax accounting. We will review case studies on a simple and... |
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3 events,Run a Smarter, More Flexible Tax Practice From Anywhere with TaxWise Online 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...
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Mark your calendars for our upcoming webinar, with a sponsored webinar with RCReports. This session will delve into important tax topics and strategies designed to help grow your practice and advance your expertise. Stay tuned for additional details. We look forward to seeing you there!
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Speaker: Jim Adelman, EA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Navigating the complexities of gambling-related income can be tricky — especially when representing clients with varying levels of gambling activity. This course provides a comprehensive guide to properly reporting gambling activity. You’ll learn how to distinguish between nonprofessional and professional gambling activities, understand the IRS’s expectations, and apply correct reporting methods to stay compliant and... |
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