Tax School Begins August 3!

Meaningful Training to Power Tax Practitioners in 2021

Join NAEA and your fellow tax experts August 3-26, 2021 for a month filled with sessions covering the hottest topics, latest IRS updates, and a host of relevant, timely topics to support your practice and your clients. Learn what you will need to enhance your practice and rise to the challenges presented to practitioners in today’s tax landscape.

QUICK LINKS

NAEA will host a Summer Series featuring new and improved  NTPI curriculum! The schedule is live virtual NTPI Level 1 in the month of June, NTPI Level 2 in the month of July, and Tax Summer School in the month of August. Each track has 12-13 webinars spread over the course of the month.

PRICING AND REGISTRATION

Take your tax prep game to the next level

Gain insight from the industry’s finest – and earn up to 22 CE (including 2 hours of Ethics) at a bundled rate. 

Rate Member Nonmember
Early Bird
Now through May 19
$269 $359
Regular
May 19 – August 26
$299 $399

Register Now

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

All Sessions Accessible via On Demand

Have a schedule conflict? No problem! Watch each webinar live on the scheduled date, or access them after they air on-demand at your leisure for up to one year—and still earn CE.

COURSE SCHEDULE

All times in Eastern Daylight Time.

Time Course Name CE Hours

Speaker

August 3, 2021
2:00 PM – 4:00 PM ET Employee vs Independent Contractor 2

Allan J. Reynolds, EA

August 4, 2021
2:00 PM- 4:00 PM ET Practice Management: Settings up a Professional Office 2 Leonard Steinberg, EA
August 5, 2021
2:00 PM – 4:00 PM ET Adjustments to Income 2

Tanya Baber, EA, CTRS

August 9, 2021
2:00 PM – 4:00 PM ET Divorce & Taxes 2 Beth Logan, EA
August 10, 2021
2:00 PM – 4:00 PM ET Estates for Beginners 2 Allan J. Reynolds, EA
August 11, 2021
2:00 PM – 4:00 PM ET Practice Management: Workplace Efficiency 2 Franklin Clark III, EA
August 12, 2021
2:00 PM – 4:00 PM ET Partnership Basis: Inside & Outside 2 Jane Ryder, EA, CPA
4:30 PM – 5:15 PM ET Happy Hour!
August 16, 2021
2:00 PM – 3:00 PM ET Maximizing Schedule C Deductions 1 Anthony Sampson, EA
August 17, 2021
2:00 PM – 4:00 PM ET Understanding Conservation Easement Controversy 2 Hale Sheppard, Tax Attorney
August 18, 2021
2:00 PM – 4:00 PM ET Passive Foreign Investment Companies & Int’l Tax Monsters 2 Mary Beth Lougen, EA, USTCP
August 19, 2021
1:00 PM – 2:00 PM ET Maximizing QBI Planning 2 Amanda Watson, EA
August 23, 2021
3:00 PM – 5:00 PM ET Depreciation from the Ground Up 2 Amanda Watson, EA
August 24, 2021
2:00 PM – 4:00 PM ET Who Dunnit? A Game of Frauds (Ethics) 2 R. Kevin Cross, EA, CPA
August 25, 2021
2:00 PM – 4:00 PM ET Amended Returns 2 Tanya Baber, EA, CTRS

Wolters Kluwer Tax & Accounting 

Since the federal income tax was created in 1913, Wolters Kluwer Tax & Accounting has been delivering insightful, industry-leading resources, as well as step-by-step guidance, on a wide variety of tax and accounting issues. We serve as a strategic partner to Small Professional Firms, Commercial Tax Preparers, CPAs, EAs, National Tax Chains, Tax Attorneys and Auditors, helping them research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. We’d like to help advance your business with innovative, integrated and customer-focused solutions that support your workflow while enhancing your productivity and profitability. 

Included in the Tax Summer School package!

Live Webinar

Monday, August 16th, 2:00 PM -3:00 PM EDT

Maximizing Schedule C Deductions

Anthony Sampson, EA
Enrolled Agent and Solution Architect

During this one-hour live webinar, Anthony Sampson, Enrolled Agent and Solution Architect for Wolters Kluwer Tax & Accounting, will cover the following topics: 

  • Strategies to maximize your client’s tax refund with typical Sch C deductions
  • Maximizing the Qualified Business Income Deduction (QBI)
  • Should I deduct the mileage or the actual expenses on a vehicle used in a business?
  • Reporting home office deductions
  • Practical Examples in a 1040 Individual Tax Return

Objectives: 

  • Identify if a taxpayer is eligible to file a Sch C
  • Recognize how to work with Sch C deductions in order to maximize a taxpayer’s tax refund
  • Understand the pros and cons of using the standard mileage or the actual expenses deduction

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

Frequently Asked Questions (FAQs)

How to access materials?

To learn how to access materials for live webinars, please visit our Learning Resources and Tips page here.

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. 

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. 

Approved CE Providers

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.