Start your journey with NTPI.

The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. 

NTPI® is back with new and improved content as part of NAEA’s Summer Series for the month of June and July!

Have you already began studying? Take a look at our NTPI Roadmap to learn how to complete the remaining levels. Whether you are interested in starting your NTPI journey or continuing, we are here to help you start and finish strong.

PRICING AND REGISTRATION

Level 1 Level 2
Rate Member Nonmember Member Nonmember
Regular
May 26 – August 26
$750 $850 $750 $850

Register Now

Log in to your account in order to be eligible for the member price.

LEVEL 1

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 career.

Who should attend?

Tax professionals looking to advance their career by representing clients in front of the IRS. In order to enroll in the National Tax Practice Institute™ (NTPI®), you must be an enrolled agent, CPA, or tax attorney.

These are the only three professional groups that have full rights of representation before the IRS. That means that not only can you speak directly to the IRS regarding your client’s taxes without them being present, you can represent them in an IRS audit, collection, or appeal. 

  • NTPI Level 1 – $750 member/$850 non-member 
  • Space is limited in the live class to 100 participants. 
  • On-demand only package available after the course completes featuring an ask the expert roundtable with some of the speakers.  

Register to attend NTPI Level 1

Course Schedule

Time Course Name CE Hours NTPI Equivalent

Speaker

June 1, 2021
2:00 PM – 4:00 PM ET Introduction to Representation 2 Level 1

Laura Strombom, EA

June 2, 2021
2:00 PM- 4:00 PM ET Statute of Limitations 2 Level 1 Thomas Gorczynski, EA, USTCP
June 3, 2021
2:00 PM – 4:00 PM ET IRS Exam Process 2 Level 1

Alan Pinck, EA

June 8, 2021
2:00 PM – 4:00 PM ET IRS Transcript Analysis 2 Level 1 Clarice Landreth, EA
June 9, 2021
2:00 PM – 4:00 PM ET IRS Collection Process 2 Level 1 Jon Hargis, EA
June 10, 2021
2:00 PM – 4:00 PM ET Non-Filers & SFR Assessment 2 Level 1 David Gannaway, EA
4:30 PM – 5:15 PM ET Happy Hour!
June 15, 2021
1:00 PM – 2:00 PM ET Overview of Collection Alternatives 1 Level 1 Leonard Steinberg, EA
3:00 PM – 4:00 PM ET Basic Installment Agreements 1 Level 1 Tanya Baber, EA, CTRS
June 16, 2021
2:00 PM – 4:00 PM ET Intro to Exam 2 Level 1 Alan Pinck, EA
June 17, 2021
1:00 PM – 3:00 PM ET Financial Analysis Process (Form 433) 2 Level 1 Clarice Landreth, EA
3:00 PM – 5:00 PM ET Ethics (Level 1) – 2021-Selecting Engagements 2 Level 1 Thomas Gorczynski, EA, USTCP
June 22, 2021
2:00 PM – 4:00 PM ET Managing Confidential Client Data 2 Level 1 L. Knox Wimberly, EA
June 23, 2021
2:00 PM – 4:00 PM ET Capstone Course (Level 1) 2 Level 1 Thomas Gorczynski, EA, USTCP

LEVEL 2

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.  

Who should attend?

Tax professionals looking to advance their career by representing clients in front of the IRS who have previously taken the National Tax Practice Institute™ (NTPI®) Level 1 course. 

  • NTPI Level 2 -$750 member/$850 non-member 
  • On-demand only package available after the course completes featuring an ask the expert roundtable with some of the speakers.

Register to attend NTPI Level 2

Course Schedule

Time Course Name CE Hours NTPI Equivalent

Speaker

July 7, 2021
1:00 PM – 2:00 PM ET FOIA Requests 1 Level 2

Clarice Landreth, EA

3:00 PM- 4:00 PM ET Internal Revenue Manual 1 Level 2 David Gannaway, EA
July 8, 2021
1:00 PM – 3:00 PM ET Audit Reconsideration 2 Level 2

Catherine Clow, EA

3:00 PM – 5:00 PM ET Office Audit Case Study 2 Level 2 Alan Pinck, EA
July 13, 2021
2:00 PM – 4:00 PM ET Enforced Collection Actions 2 Level 2 Clarice Landreth, EA
July 14, 2021
2:00 PM – 4:00 PM ET Penalty Abatement Strategies 2 Level 2 Thomas Gorczynski, EA, USTCP
July 15, 2021
2:00 PM – 4:00 PM ET Collection Appeals 2 Level 2 Marc Dombrowski, EA
4:30 PM – 5:15 PM ET Happy Hour!
July 20, 2021
2:00 PM – 4:00 PM ET Exam Appeals 2 Level 2 Bert Hartmann, EA
July 21, 2021
2:00 PM – 4:00 PM ET Offer in Compromise 2 Level 2 Sarah Fields, EA
July 22, 2021
2:00 PM – 4:00 PM ET Intro to Business Representation 2 Level 2 Tanya Baber, EA, CTRS
July 27, 2021
2:00 PM – 4:00 PM ET Ethics (Level 2) – 2021 2 Level 2 David Gannaway, EA
July 28, 2021
2:00 PM – 4:00 PM ET Case Management Strategies 2 NAEA CPE Level 2 Sarah Fields, EA
July 29, 2021
2:00 PM – 4:00 PM ET Capstone Course (Level 2) 2 Level 2 Clarice Landreth, EA and Thomas Gorczynski, EA, USTCP

Our Proud Sponsors

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.

Frequently Asked Questions (FAQs)

How to access materials?

Course materials are posted in advance on the course page. A link will also be provided at the beginning of each live event. Follow the instructions posted above on the Learning Resources and Tips page “How To Access Your Materials” document. 

How do I access my certificates to print?

Completed certificates will be emailed out to registrants after completion. They can also be accessed from your account page in the learning portal. Follow the instructions posted above on the Learning Resources and Tips page “How To Access Your Materials” document.   

What are the requirements to receive CE for live vs on demand viewing?

In order to receive CE for the live courses, you must answer 3 out of 4 polling questions per hour and fill out the survey after the class. In order to receive CE for classes viewed on-demand you must view the entire video, take an assessment, and complete the survey. 

How to access zoom on day of the event?

You will receive emails from the Learning Portal with links to “join” the event from the learning portal. The join button will appear 30 minutes prior to the start of the live event. 

How do I access the on-demand sessions?

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. 

Why is NTPI in a zoom meeting?

The new NTPI content includes interactive learning sessions. Some of the classes will have breakouts. To get the most out of your learning we encourage all attendees to turn on their cameras and microphones during these breakout sessions to interact with your peers during the case study, or other interactive piece.