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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CE: 1 IRS/CTEC Speaker: John Sapp Mark your calendars for our upcoming webinar, Navigating Ethical Responsibilities in a Tech-Driven World: Aligning AI Use with Circular 230 and Professional Ethics - sponsored by Drake. As artificial intelligence rapidly transforms the tax and accounting landscape, it’s essential for practitioners to recognize and address the ethical considerations that accompany these innovations. This webinar explores the intersection of emerging technologies and professional standards, emphasizing how to... |
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Speaker: Chelsea Rustek, EA CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Mark your calendars for our upcoming webinar, Hot Topic: Stock Options. This comprehensive course is tailored for those seeking to navigate the nuanced world of stock options and taxation with confidence. The course will help to develop the expertise to optimize financial outcomes, minimize tax implications, and make informed decisions that align with your client’s goals.... |
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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 about the National Tax Practice Institute® (NTPI) and... |
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Join NAEA Membership and Education team's informational webinar going over the highlights of your new membership with NAEA. Get ready to learn all that your NAEA membership has to offer, navigate your account, and more! Plus, you'll have the opportunity to meet the Membership Committee, ask questions, and connect with tax pro peers! Register
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Speaker: Frank Broadway, EA, CAA, NTPI Fellow CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Taxpayers may remit federal taxes via: Direct Pay (secure, no-fee ACH debit), EFTPS (free Treasury web/phone/batch system), Credit/Debit Cards & Digital Wallets (through IRS-authorized processors, with convenience fees), Cash (retail networks like VanillaDirect), and Check/Money-Order (mailed to “U.S. Treasury” with proper voucher). An Executive Order signed March 25, 2025 requires agencies to... |
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Speaker: Parag Patel, Esq. CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers This informative seminar explores tax law changes for 2025, equipping tax professionals with practical strategies to manage new compliance requirements and optimize client outcomes. Learning Objectives: Identify key updates affecting compliance and planning. Apply new rules and regulations to minimize client risk. Leverage changes for better client outcomes. Not a member yet? Become part of NAEA today... |
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Time: 9:00 AM - 6:30 PM CT Education: 7 IRS CE Location: Drury Plaza Hotel St. Paul Downtown | 175 10th St E, St Paul, MN 55101 Speakers: Ben Martinek, CFP, EA, CSLP, RICP & Matt Banker, Founder and Lead Strategist at Benchmark Growth Marketing Join the Minnesota Chapter of the National Association of Enrolled Agents (MNcEA) for our Summer Seminar. This full-day event features presentations from Ben Martinek, CFP,...
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Speakers: Clarice Landreth, EA and Marc Dombrowski, EA CE: 2 IRS/CTEC Price: Free for NTPI Fellows | $6o for Members | $120 for Nonmembers This course will expand on your IRS representation skills learned throughout your NTPI journey. We will discuss how to use transcripts in your practice. Learning Objectives: Review transcripts to determine which entries begin each of the statutes - refund, assessment, and collection. Increase your knowledge of entries on the transcripts.... |
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CoralTree/Basil Demo Speaker: Amy Vetter MINDFUL TECHNOLOGY: The Crossroad of Human Connection and Implementing Technology Technology isn't the end of human connection—it's a catalyst for deeper relationships. Through The B³ Method®, Amy reveals how thoughtful technology implementation creates more time for meaningful collaboration. You'll discover how combining mindfulness during change management will transform how teams communicate, innovate, and connect. Learn how artificial intelligence and automation, when implemented with human experience...
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Speaker: Fernando Juárez, Esq., LL.M, EA. CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Este curso proporciona a los profesionales de impuestos una guía completa sobre los procedimientos administrativos y judiciales necesarios para reclamar reembolsos al IRS. Se analizará el marco legal aplicable, incluyendo los requisitos jurisdiccionales establecidos en los Códigos IRC §§ 6532 y 7422, los plazos clave, y las estrategias para presentar demandas ante el Juzgado... |
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Moderator: Mary Sunderland, 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. Join NAEA today to access this roundtable and a host of... |
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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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PURCHASE ON-DEMAND Speakers: Jane Ryder, EA, CPA; AJ Reynolds, EA; Michael Miranda, CPA, QKA, NQPC, AEP; David Woods, EA, USTCP CE: 14 IRS/CTEC The Sole Proprietors Certificate Program is designed to provide comprehensive training for professionals working with or advising sole proprietors on tax and business matters. This program offers practical instruction on core concepts such as Schedule C reporting, depreciation, deductions and credits, and entity selection, along... |
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Join us for the Affiliate Leader Share Shop this August. State affiliate leaders are invited to participate to share information and ask questions of their peers across the country. Register today! Register |
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