Speaker: Michael Smith, CPA, Director of Tax, ADP CE: 1 IRS/CTEC Price: Free to All Given today’s competitive landscape and potential changes in legislative efforts, many companies, including flow-through entities, C-corporations and sole proprietors are striving to drive growth through innovation in new products, processes and related activities. However, navigating the complexities of monetizing tax credits for qualifying research and development (R&D) activities can be daunting. This complexity may contribute...

Speaker(s): Congressman Jimmy Gomez (D-CA), Thad Inge and Michelle McCaughey The NAEA PAC will host an all-member virtual event, “A Conversation with California Congressman Jimmy Gomez,” on Tuesday, September 30, at 2:00 PM ET. Rep. Gomez is a strong supporter of enrolled agents, and past events with him have been outstanding. NAEA’s September Government Relations Update will follow at 3:00 PM ET. This session will provide insights on: Update on...

Speaker: John Sapp, Jared Ballew, and Taylor Rodier CE: 1 IRS/CTEC Price: Free to All Join us for a timely and in-depth panel discussion unpacking the One Big Beautiful Bill Act, the landmark reconciliation legislation signed into law on July 4, 2025. This session will explore the bill's key tax provisions and provide practical insights into how these changes will impact tax administration, return preparation, and client advising in the...

Moderator: Clarice Landreth, EA 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 webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.   Register     Not a member yet? Become part of NAEA today to unlock access to this and a host of other...

Price: Free to All 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   Not a member yet? Join NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA! 

Speaker: Nayo Carter-Gray Price: Free to All Mark your calendars for our upcoming webinar, Practice Education: Protecting Taxpayer Data: WISP Compliance and Incident Response for EAs. Tax professionals are now required to maintain a Written Information Security Plan (WISP) under the FTC Safeguards Rule and IRS guidelines. But having a plan on paper is only half the battle.  Firms must also be ready to respond if a breach occurs. In...

Speaker(s): Jatin Narang, CEO CE: 1 IRS CE Tax professionals are legally required to safeguard taxpayer data under IRS Publication 4557 and the Federal Trade Commission’s Safeguards Rule. This session provides a practical roadmap for ensuring your firm’s IT systems, policies, and vendors meet IRS and insurance security requirements before tax season begins. Learn how to implement the IRS “Security Six,” prepare an incident response plan, and ensure your technology...

Speaker(s): Ryan Hubbs, Solution Architect, Wolters Kluwer Tax and Accounting 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 returns from...

Speaker: Eric Waddy, EA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Roth accounts remain one of the most misunderstood yet powerful retirement vehicles in the tax planning landscape. This one-hour session will guide Enrolled Agents through the defining characteristics of Roth IRAs and Roth 401(k)s, including how they interact with IRS rules on Required Minimum Distributions (RMDs), Roths held by deceased individuals, and inherited Roth accounts....

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.   Register     Join NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA!