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Events
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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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Speaker: Jatin Narang CE: 1 IRS/CTEC Price: Free for all Mark your calendars for our upcoming Secure, Resilient, and Ready: How Smart Firms Beat Downtime and Cyberattacks - Sponsored by Verito. Tax and accounting professionals face relentless cyber threats, and during peak season, downtime can be just as damaging as a data breach. In this educational session, learn how smart firms are strengthening their defenses against ransomware, phishing, cloud risks,... |
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Speaker: Alan Pinck, EA CE: 1 IRS/CTEC Price: $30 for Members | $60 for Nonmembers This practical and informative webinar is designed to equip tax professionals with essential knowledge about IRS examinations. You'll gain a clear understanding of the different types of IRS audits, the full audit process from start to finish, and your professional responsibilities to both your client and the IRS. Whether you're new to tax representation or... |
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Speaker: Amanda Watson CE: 1 IRS/CTEC Price: Free for all Mark your calendars for our upcoming webinar on July 9th at 1pm. Amanda Watson EA, will provide essential knowledge to help you speed up preparation of Form 1040-X. After this presentation, participants will be able to: Recognize the difference between Amended and Superseded returns Recall best practices for e-filing form 1040-X Describe processing time for amended returns List ways Drake Tax can... |
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Speaker: Joe Davidson, EA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers This course will go over the very basics of filing a Tax Return for a Member of the Clergy, including what their W-2 looks like, understanding the difference between Federal Insurance Contributions Act (FICA) and Self-Employed Contributions Act (SECA) wages, Housing Allowance, and Form 4361, exemption from Self-Employment taxes. As part of NAEA’s Free CE offerings for... |
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(Time is in CT) Education: 6 IRS CE Speakers: Mary Mellem, EA Location: Oakwood Country Club | 9800 Grandview Rd, Kansas City, MO 64137 Price: $180 Member | $230 Nonmembers Join the Missouri Chapter of Enrolled Agents (MOcEA) for our Annual Seminar at Oakwood Country Club in Kansas City. A one day in-person event featuring expert guest speaker Mary Mellem, EA. Attendees will earn IRS-approved CE credits while gaining practical...
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Speaker: Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping This webinar explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using Ignition. Hosted by Ignition’s Advocacy Manager Jennie Moore and featuring special guest Jeremy Wells, CPA and EA of Steadfast Bookkeeping, this session will provide actionable insights into building a future-proof tax practice. Jeremy, a recognized tax strategist and advocate for...
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Speakers: Lauren Pitonyak, Jonathan Ziss, Irene Walton Price: Free for All Cyberattacks and data breaches are a growing threat to tax professionals. This webinar, sponsored by Gallagher-Affinity, will cover the real risks Enrolled Agents face, the likelihood of a cyber claim, and the key coverage solutions covered with Cyber Liability & Data Breach Insurance to help protect your clients and your business. Learning Objectives: By the end of this webinar,... |
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Speakers: Heather Posey, EA, NTPI Fellow & Zach Lyda, J.D. CE: 2 IRS/CTEC Price: $30 for Fellows | $60 for Members | $120 for Nonmembers Navigating tax liabilities in the context of bankruptcy requires a fundamental understanding of how tax debts interact with bankruptcy proceedings. This course provides tax professionals with a comprehensive overview of the bankruptcy process under the U.S. Code, emphasizing the treatment of tax debts. Participants will... |
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Price: Free for All Mark your calendars for our upcoming webinar, Document Automation for Enrolled Agents: SmartVault Demo, happening on July 16th, 2025 at 1pm ET. If you're an accountant looking to upgrade your document management, securely share files with clients and streamline your tax workflow in the cloud, then this webinar is for you. See how Smartvault can take your firm to the next level by improving your document organization, automation...
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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. Learn more... |
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Speaker: AJ Reynolds, EA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers "An Act to Provide for Reconciliation pursuant to Title II of H. Con. Res. 14” Our profession continues to be challenged and tax changes never rest, nor should tax professionals. Join us for this fast-paced, must-attend two-hour overview of the New tax bill signed by President Trump on July 4, 2025. Planning is essential and...
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Moderator: AJ Reynolds, 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 a... |
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NAEA members, join the NAEA Education Foundation Annual Meeting! Save Your Seat |
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Speaker: Frank Degen, EA, USTCP Price: $45.00 NYSSEA Members | $80.00 Non-Member/Future Member CE: 2 IRS Judicial Rules & Doctrines in Our Tax World The Internal Revenue Code is the law. But not every possible scenario can be codified. This session will review a number of Rules & Doctrines that have evolved in Court decisions. These Rules & Doctrines, which may be useful and essential for both tax preparation and taxpayer representation, include... |
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1 event,Save the Date: July 28 – 30, 2025 Location: Salt Lake City, Utah | The Grand America Join NAEA from July 28–30, 2025, for the Tax Summit in Salt Lake City, Utah, at The Grand America, where elevation meets aspiration! This premier event will bring together tax professionals from across the country for three days of insightful sessions, networking opportunities, and professional growth. Get ready for our biggest event of... |
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NAEA Members Only: NAEA members, join us for our annual meeting at this year's Tax Summit! Couldn't make it in person this year? We've got you covered with our live stream so you don't miss out on important updates and changes! Register |
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