Week of Events
Monday, December 9, 2024
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December 9, 2024 -2024 Hot Topic: Ethics (2 CE)
2024 Hot Topic: Ethics (2 CE)
Speaker: Allan (A.J) Reynolds, EA CE: 2 IRS/CTEC Price: Free for Members | $100 for Nonmembers “Ethics knows the difference between what you have a right to do and what is RIGHT to do.” - Associate Justice of the Supreme Court of the United States, Potter Stewart Why Authority matters: Circular 230 Considerations, such as diligence regarding accuracy, standards with respect to tax returns, requirements for written advice, competence, and taking unreasonable positions...
Tuesday, December 10, 2024
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December 10, 2024 -NTPI Grad Class – Calculating the Collection Statute Expiration Date
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December 10, 2024 -Stanford Tax Demo: A better tax season with StanfordTax
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December 10, 2024 -2024 December NTPI Virtual Roundtable
NTPI Grad Class – Calculating the Collection Statute Expiration Date
CE: 2 IRS & 2 CTEC credits Speaker: Clarice Landreth Price: $30 for NTPI Fellow | $60 for Members | $100 for Nonmembers This webinar is geared towards our NTPI Fellows, but all are welcome to join! The collection statute of limitations is one of the critical items a tax representative must understand to represent a taxpayer with an outstanding tax liability properly. During this session, we will discuss the...
Stanford Tax Demo: A better tax season with StanfordTax
About the demo: Instantly create smart, personalized organizers for all of your clients - like magic Every document is neatly categorized and standardized so your team stays efficient Your clients will be amazed with the simple and seamless experience Register
2024 December NTPI Virtual Roundtable
Moderator: Kesha Dawson Harris, EA Join NAEA each month for a member-only 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
Wednesday, December 11, 2024
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December 11, 2024 -❌ CANCELLED: Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome
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December 11, 2024 -❌ Cancelled: TaxAct Professional Software Demo
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December 11, 2024 -❌ CANCELLED: Elevate your client experience and streamline your workflows with TaxDome
❌ CANCELLED: Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome
Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome Descubre cómo TaxDome puede revolucionar la manera en que trabajas y te conectas con tus clientes. En este webinar, exploraremos herramientas clave como el Portal de Clientes, la Automatización de Flujos de Trabajo y el Proceso de Incorporación de Clientes. Aprende a optimizar tus procesos, ahorrar tiempo, y proporcionar una experiencia de cliente excepcional que impulsará la productividad...
❌ Cancelled: TaxAct Professional Software Demo
During this webinar, Sean Taylor – Director of Sales, will provide attendees with a demo of TaxAct Professional and answer any questions you may have about the software. If you are interested in seeing our software’s flow or are thinking about switching software’s in time for TY24, you won’t want to miss this virtual event. Register below to attend. We look forward to hosting your soon! Learning Objectives: - Overview...
❌ CANCELLED: Elevate your client experience and streamline your workflows with TaxDome
Learn how TaxDome can transform the way you manage your practice and engage with clients. In this webinar, we’ll dive into essential features like the Client Portal, Workflow Automation, and Client Onboarding. Discover how to streamline your processes, save time, and provide a top-tier client experience that drives efficiency and growth for your firm. Agenda Understand how the Client Portal enhances client communication and document exchange. Learn how Workflow Automation...
Thursday, December 12, 2024
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December 12, 2024 -2024 December Virtual Roundtable for EA’s Living in Europe
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December 12, 2024 -Corporate Transparency Act: Navigating Beneficial Ownership Reporting
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December 12, 2024 -TaxFlow Demo
2024 December Virtual Roundtable for EA’s Living in Europe
Price: Free for Members 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
Corporate Transparency Act: Navigating Beneficial Ownership Reporting
Speaker: Josh Youngblood, EA, CTRS, CRETS CE: 1 IRS/CTEC Price: $10 for Members | $50 for Nonmembers This course provides a detailed overview of the Corporate Transparency Act (CTA) and its requirements for reporting beneficial ownership information (BOI) to the U.S. Department of the Treasury's Financial Crimes Enforcement Network (FinCEN). Participants will learn the definitions of beneficial ownership, understand reporting deadlines, and become familiar with the entities subject to or exempt...
TaxFlow Demo
Join TaxFlow for an exclusive demo of the TaxFlow platform – the simple, intuitive tax workflow software designed to streamline your practice. In this 45-minute webinar, see how TaxFlow can save you time, reduce errors, and improve client satisfaction. TaxFlow also has a special offer just for NAEA members, and they’re excited to share it with you. Don’t miss this opportunity to optimize your tax preparation process! Register now to...
Friday, December 13, 2024
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December 13, 2024 -NNEcEA Chapter: Annual State & Federal Update – Virtual
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December 13, 2024 -ADP Accountant Connect Demo: Drive Efficiency & Fuel Advisory
NNEcEA Chapter: Annual State & Federal Update – Virtual
Presenters: Cory P. Ratner, EA; Amy M. Winters; James Whitehouse; Joe McCarthy, CPA; Lorraine Kearn, EA CE: 4 IRS Price: $50 for Members | $100 for Nonmembers Join us for an engaging virtual session starting with essential state updates for New Hampshire, Maine and Vermont. Following the updates, we’ll dive into three in-depth education sessions designed to enhance your practice with valuable knowledge on critical tax topics. Register
ADP Accountant Connect Demo: Drive Efficiency & Fuel Advisory
As the business landscape evolves, your clients increasingly depend on you as their trusted advisor. Join this webinar for an exclusive demo tailored for NAEA members, where you can discover how ADP Accountant Connect can enhance your productivity and enable you to engage in meaningful conversations with your clients. This free, award-winning platform is designed to prepare your clients for whatever comes next. We will cover: How ADP Accountant Connect...
Saturday, December 14, 2024
No events on this day.
Sunday, December 15, 2024
No events on this day.