News & Updates

The NAEA Insider

The NAEA Insider delivers timely updates, analysis, and insights on tax policy, IRS operations, and issues shaping the profession—along with news and announcements about NAEA programs, membership, and upcoming opportunities to learn, connect, and engage.

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November 17, 2025

Taking Advocacy Beyond D.C.

NAEA’s annual Capitol Hill Fly-In proves what’s possible when enrolled agents speak directly with lawmakers about the issues affecting taxpayers and tax professionals. But advocacy doesn’t begin, or end, in Washington. The most powerful conversations often happen at home: in district offices, at local events, and in everyday moments where you educate, clarify, and elevate the value of the EA credential. That’s the purpose behind Enrolled Agent Advocacy Week Across…

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November 17, 2025

529 Plans Reimagined: From College Savings to Career Savings Plan

By: Erinne Perry, Professor of Accounting & Taxation, CPA, EA, CB and Public Notary I once participated in a video advocating for financial aid, because had it not been for that support, I may not have finished school, or I would have been buried under far more debt. Unfortunately, my story is not unique. I grew up believing my parents had saved for college, yet I walked into school debt-free,…

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November 13, 2025

Build a Connected Tax Workflow That Works Smarter for You

Tax season doesn’t have to feel like a grind. Between chasing client documents, juggling disconnected apps, and managing review bottlenecks, it’s easy to see why 99% of tax and accounting professionals report burnout – and nearly 70% call it chronic. But imagine this instead: you use SmartRequestAI – SmartVault’s intelligent tax intake solution – to create personalized document request lists and custom questionnaires for each client (in bulk), your clients…

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November 10, 2025

Advocacy Is in Our Heart — Because It’s the Heart of NAEA

By Michelle McCaughey, NAEA Director of Government Relations When people ask me about NAEA’s advocacy, they often mean the Government Relations Committee or our amazing NAEA team. And yes, they do incredible work. But to me, advocacy is much more than a committee or a title. Advocacy is in your heart. It’s in our hearts. It’s the heart of NAEA itself. I looked up how Google defines advocacy the other...

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October 17, 2025

How 529 Savings Plans Can Support the Path to Enrolled Agent Credentialing

By: Julie Harvey, EA, CAA, NTPI Fellow Most taxpayers think of 529 savings plan as a way to fund a child’s college tuition. But the definition of “qualified education expenses” has grown far beyond the traditional four-year degree. Thanks to legislative changes in recent years – and especially the One Big Beautiful Bill Act (OBBB Act) of 2025 – 529 funds can now support a much wider range of career-oriented…

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October 9, 2025

Stay Ahead During an IRS Shutdown

On Wednesday, October 8, 2025, the IRS released an updated FY2026 Lapse in Appropriations Contingency Plan that calls for furloughing roughly 34,400 employees and shutting down many of the agency’s operations. This plan comes after the IRS remained fully open for the first five days of shutdown using Inflation Reduction Act funding. Under the plan, roughly 54% of the IRS’s employees will keep working to protect government assets, maintain essential…

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Navigating the IRS Shutdown

September 23, 2025

NAEA Board Meeting Highlights – September 19, 2025

The NAEA Board of Directors met on September 19, 2025, to review key initiatives, hear updates, and make decisions that will guide the association in the months ahead. Here are the highlights you need to know:     Celebrating Success and Visibility  President Jennifer MacMillan opened the meeting by celebrating the success of this year’s Tax Summit, which received excellent feedback from members and attendees. She also noted a fun moment…

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September 23, 2025

Enrolled Agent Advocacy Week Across the Nation | November 10–14, 2025

  This November, we need your voice.  Members, meet your lawmakers in their district offices to shape smarter tax policy in your community.  From November 10–14, 2025, NAEA is organizing EA Advocacy Week Across the Nation—a coordinated effort for enrolled agents to meet with their U.S. Senators and Representatives in home district offices. Many lawmakers still don’t know what an Enrolled Agent is, or the critical role enrolled agents play…

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EA Advocacy Week Across the Nation November 10-14, 2025

September 15, 2025

Nayo Carter-Gray Talks Innovation and Inclusion in Tax on the NAEA Podcast 

Episode 11 of The Enrolled Agent Advocate Podcast examines how innovation and inclusion are reshaping tax practice through the lens of Nayo Carter-Gray, EA, MBA.   Nayo didn’t set out to be an enrolled agent. In fact, she had all intentions of becoming a corporate lawyer. A wrong class, a right turn, and suddenly she’s seeing a whole profession in a new light.   These early moments sparked a different kind of…

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NAEA's The Enrolled Agent Advocate Podcast Episode 11 "Breaking Barriers: Leading with Innovation and Inclusion in Tax and Accounting" with Nayo Carter-Gray, EA

September 13, 2025

NAEA’s 2026 Call for Tax Speakers is Open

Every year, tax professionals across the country look to NAEA’s education programs for guidance, growth, and community. From technical updates to practical strategies, these sessions are designed by tax professionals, for tax professionals.Now, it’s your turn to help shape what comes next. NAEA has officially opened its 2026 Call for Tax Speakers, and we’re looking for dynamic voices to bring fresh insights, technical expertise, and real-world experience to our education…

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NAEA Call for Speakers 2023

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