SUMMER JUST GOT BIGGER AND BETTER FOR TAX PRACTITIONERS!

Join us virtually for NAEA’s #SummerSeries, a three-month immersive experience that will feature a new NTPI curriculum and the return of Tax Summer School. The Summer Series will bring together tax professionals, aspiring enrolled agents, and veterans to hone their talents and gain a better understanding of the ever-changing tax laws. As an attendee, you will have access to 12 -13 webinars every month on a range of hot topics that will help your practice in today’s tax industry. Register now!

APPROVED CE PARTNERS

NAEA is registered with the following organizations to offer continuing education credit (CE). This course qualifies for IRS and CTEC continuing education hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. To request to have Continuing Education Hours reported to CTEC, contact NAEA Education at education@naea.org.

QUICK LINKS

June 1 – 23, 2021

Level 1 of the NTPI program is designed to review the basics of representation and give the tax professionals the tools they need to start their representation careers.

July 7 – 29, 2021

Level 2 of the NTPI program is designed to build on the topics in Level 1 giving the tax professional an even broader skill set representing clients before the IRS.

August 1 – 23, 2021

A month filled with sessions covering the latest topics, IRS updates, and a host of info that addresses tax prep pain points and gives you solutions to the challenges facing your clients.

REGISTRATION AND FEES

Register today to secure your virtual spot!

NTPI Level 1 or Level 2

$750
Members

$850
Nonmembers

Tax Summer School – Popular!

$299
Members

$399
Nonmembers

All-Access Pass – Best Value!

$1,450
Members

$1,750
Nonmembers

MEET THE SPEAKERS

L. Knox Wemberly, EA

Franklin Clark III, EA

Cathy Clow, EA

R. Kevin Cross, EA, CPA

Sarah Fields, EA

David Gannaway, EA

Thomas Gorczynski, EA, USTCP

Jon Hargis, EA

Bert Hartmann, EA

Clarice Landreth, EA

Beth Logan, EA

Mary Beth Lougen, EA, USTCP

Alan Pinck, EA

AJ Reynolds, EA

Jane Ryder, EA, CPA

Anthony Sampson, EA

Hale Sheppard, Esq.

Leonard Steinberg, EA

Ben Tallman, EA

Amanda Waston, EA

Sponsorship Opportunities

Do you offer solutions for tax professionals? Get your business tools and resources in front of the prospects you want through our virtual education events this year. Sponsorship opportunities are available for the 2021 Summer Series and other education sessions. Download the prospectus or contact Erin Mosher, Director of Education at emosher@naea.org for more information.

Our proud sponsors

Grow your social circle.

We know your professional connections and network are highly valuable when it comes to expanding your tax preparation business or advancing your EA career. Although we’re unable to convene in person due to the COVID-19 pandemic, join us for a virtual happy hour via Zoom each month as part of NAEA’s Summer Series!

Whether it’s forming business partnerships, finding a new career, seeking advisors, or recruiting talent, relationships can have a positive impact on your success.

FREQUENTLY ASKED QUESTIONS

I went to purchase NTPI Level 1 and/or Level 2 but it says it is full. Will I be able to purchase the courses on demand?

Yes! All courses will be offered on-demand after the completion of the program. You will purchase through the same registration process so you can still receive the summer series pricing and discounts. 

I can’t attend all the sessions live in a track. Can I watch on-demand?

YES! All classes will be available on-demand after the Live Webinar program is over. You do not have to purchase again. They will be added in the same place as the live classes. There is an assessment that must be completed for each on-demand session in order to receive the CE. 

When does on demand expire?

Access to the content from the live series or the on-demand only series expires one year from the first of the month it is offered in. (EX: NTPI Level 1 will expire on May 31, 2022.)

I am trying to purchase but it is taking a long time to load. Will my purchase go through?

Give the system a minute to load. Registration can often take a few minutes to load all the items with each purchase. If you continue to have issues email NAEA IT at support@naea.org 

I am member but when I add the item to my cart the non-member price appears.

The default price is the non-member price. You should be logged into the NAEA website as a member and when you place the item/product in the cart and press checkout, the member price should appear.  If you place the item in the cart and checkout, and the member price does not appear, please contact NAEA education by emailing the NAEA Education Department at education@naea.org. Do not purchase twice.  

Can I purchase the Summer Series (all 3 courses) and then use only the courses in NTPI Level 1 that I have not completed in an earlier version of NTPI Level 1?

No. You must either complete the NTPI Level 1 (2020 online education) or purchase and complete all of the courses in the NTPI Level 1 (2021) with the Summer Series purchase. 

Can I purchase the Summer Series (NTPI Level 1 & Level 2) and then take the Online NTPI Level 3 to complete the NTPI course and become a fellow?

Yes, you can purchase the two NTPI Levels 1 and 2 and then complete the program with Level 3 online education for 2021. In 2022, a new NTPI Level 3 will be available with new course requirements. 

When will my Continuing Education Hours be reported for the Summer Series Courses?

CE Hours are reported on a monthly basis to the IRS CE Provider website and the CE for the NAEA Summer Series will be reported after each program has been completed.

I accidently purchased twice. How do I get a refund?

Refunds must be requested in writing to NAEA. Contact the education department at education@naea.org for refund approval and processing. 

I want to register for a group. Is that possible?

All registrations must be completed individually. CurrentlyNAEA does not allow group registrations 

What type of system do I need?

Review the Learning Resources and Tips page for more information on technology requirements.