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.

52 Results | Page 1 of 6

April 9, 2026

Rethinking Extensions: A Practice-Management and Technical Perspective 

Practice

Written By Julie Harvey, EA As tax season ramps up, conversations about extensions inevitably resurface – often framed as a necessary evil, a sign of delay. Early in my career, I absorbed much of that collective wisdom myself: file as early as possible, avoid extensions if you can, and treat them as exceptions rather than the norm. After more than a decade in solo practice – particularly in complex, international, and closely held business work – I have come to…

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The NAEA Insider Rethinking Extensions A Practice-Management and Technical Perspective

April 2, 2026

What to Do If You Receive an IRS Notice

Taxpayers

Opening the mail to find a letter from the Internal Revenue Service can be unsettling. But in many cases, an IRS notice is simply the agency’s way of asking a question, requesting additional information, or notifying you of a change to your tax return. The most important thing to remember: don’t panic – and don’t ignore it. Taking the right steps early can help resolve the issue quickly and prevent…

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March 6, 2026

A Defining Advocacy Win in Oregon — And What It Signals Nationally

Advocacy

By any measure — legislative timing, bipartisan cooperation, stakeholder alignment — this week’s action in Oregon qualifies as what we used to call, in the White House press room, a “structural win.” The Oregon Legislature has approved legislation recognizing the federal Enrolled Agent credential in state law and creating a clear registration pathway for EAs to practice in the state. The bill passed the Senate on February 24, cleared the…

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February 27, 2026

How to Reference Enrolled Agents in the Media — And Why It Matters

Practice

Words shape perception. In media coverage, they shape authority. When journalists accurately reference Enrolled Agents (EAs), they reinforce professional credibility, strengthen public understanding, and elevate the visibility of the only federally licensed tax professionals who specialize exclusively in taxation. To support consistent and accurate reporting, NAEA has developed a Media Style Guide outlining how Enrolled Agents should be referenced in print, digital, and broadcast coverage. But this isn’t just about…

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The NAEA Insider How to Reference Enrolled Agents in the Media and Why it Matters

February 25, 2026

Understanding the Taxpayer Bill of Rights — And Why It Matters 

Representation

The Taxpayer Bill of Rights (TBOR) outlines ten fundamental protections every taxpayer has when dealing with the Internal Revenue Service. These rights ensure fairness, transparency, and accountability within the tax system.  But rights are only powerful if taxpayers understand them — and know how to exercise them.  Let’s break them down.  The Right to Be Informed Taxpayers deserve clear explanations of tax laws, notices, and decisions. Confusion should never be part…

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Do you know your taxpayer rights?

February 3, 2026

February Is National Enrolled Agents Month

Advocacy

Whether you’re a 50+ year veteran or newly credentialed, February is about you and the impact the Enrolled Agent credential makes every day. Enrolled Agents were established in 1884 to help taxpayers fairly present claims against the government, a legacy rooted in representation and fairness that still matters today. That’s 142 years of service and trust. That’s why Enrolled Agents are known as America’s Tax Experts®. What is an Enrolled…

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January 15, 2026

How Enrolled Agents Can Thrive in an Uncertain 2026 Economy: Insights from the CPA Trendlines Forecast

Practice

As the tax and accounting profession looks toward 2026, many firms are bracing for economic uncertainty. According to CPA Trendlines’ recent forecast, “Accountants see strong demand for planning, advisory and cleanup work,” even as clients delay hiring, scrutinize pricing, and ask tougher questions about cash flow and taxes.¹  Rather than expecting a rebound in “easy” compliance work, firms that expect to succeed are focusing on proactive tax planning, higher-value advisory conversations, tighter processes, and smarter use of technology. It’s a sobering outlook—but…

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The NAEA Insider How Enrolled Agents Can Thrive in an Uncertain 2026 Economy

November 17, 2025

Taking Advocacy Beyond D.C.

Advocacy

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

Education

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

Webinar

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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