NAEA Members in News Articles

May 2017

05/18/2017 - Forbes ran a full recap of the NAEA Fly-In, complete with a photo of Jeff Gentner, EA, a quote from Kerry Freeman, EA, as well as quotes from NAEA’s own Cedric Calhoun and Justin Edwards. Please read “Tax Professionals Take Taxpayer Concerns To Congress.”

05/11/2017 - Craig W. Smalley, EA, describes “How the Enrolled Agent Exam Was Quite Different Back in My Day” for AccountingWeb.  

05/10/2017 - A May 25 free webinar, “Implementing Technology to Maximize Staff Flexibility, Efficiency and Productivity for True Work/Life Integration - A Live Case Study,” featuring Julie Lepper, EA, has been announced in CPA Practice Advisor

05/10/2017 - Abby Eisenkraft, EA, was quoted by First Coast News in their report, "5 money questions you should ask before getting married." This article makes some outstanding points and offers tips that can really help those planning to head down the aisle -- help them get on the same page and avoid unexpected financial surprises or issues. You may want to share this with someone recently engaged in your life!

05/10/2017 - Abby Eisenkraft, EA, penned a thoughtful article for AccountingWeb titled, “Why This Tax Season Was Especially Tough”  

05/09/2017 - In a letter to the Sonoma Valley Sun, Junhui (Jack) Ding, EA, discusses how the “Trump tax plan will hurt middle class.” Mr. Ding goes on to say he will be attending meetings on Capitol Hill next week arranged by NAEA, to “meet House Representatives and members of the Ways and Means Committee, to discuss tax reform and other tax issues.” 

05/09/2017 - Edward Loughrey, EA, reports a “Major tax scam thwarted” in his weekly Bluffton Today tax column 

05/08/2017 - U.S. News & World Report quotes Jeffrey Schneider, EA, on “What to Expect as the IRS Has Private Firms Collect Overdue Taxes.” 

05/07/2017 - In an article for, David Mayes, EA, urges investors to be skeptical, ask questions, and visit the SEC and FINRA websites to “Protect yourself from online investment scams.” 

05/05/2017 - Morris Armstrong, EA, reviews lessons learned in an article for AccountingWeb titled, “Changes I Made This Tax Season Had Mixed Results.” 

05/04/2017 - Tax Talk Today®, listed as "an organization that collaborates with the IRS and NAEA to provide content meeting CPE Credit requirements," announced the topic for its May program featuring IRS Office of Professional Responsibility Director Stephen Whitlock. KLKN-TV and nearly 100 additional media outlets posted the press release.

05/03/2017 - The Daily American reports Bonnie Lewis, EA, will be recognized by the YWCA of Greater Johnstown at their 31st Annual Tribute to Women Awards Dinner on May 18. The award honors women who have demonstrated leadership qualities in their chosen field, their personal lives and their commitment to community service.

05/01/2017 - Scott Vance, EA, explains the ins and outs of depreciation recapture in a Kiplinger article titled, “Depreciation’s Tax Break Has Consequences for Real Estate Investors.”

April 2017

04/29/2017 - It's not every day that you get such a thorough answer to the question: "When can I dispose of tax records?" Check out this recent Kiplinger's Personal Finance article in the Richmond Times-Dispatch which quotes from Jeffrey Schneider, EA.

04/29/2017 - Accounting Today reports "Nominees wanted for IRS Advisory Council." Enrolled agents, other tax professionals and representatives from business and academia can be nominated and if successful will be appointed to three-year terms beginning January 2018.

04/26/2017 - Sheen magazine profiles Dr. Roshawnna Novellus, EA, in "Dr. Roshawnna Novellus talks EnrichHer Conference."

04/25/2017 - "Is it a "loophole" or a deduction?" Edward Loughrey, EA, tackles this question in his latest Bluffton Today Taxing Issues column.

04/25/2017 - David DuVal, EA, talks tax lingo in "Helping Your Clients Understand Basis for Tax Purposes" in CPA Practice Advisor.

04/23/2017 - David T. Mayes, EA, offers tips for taxpayers in "What is Form 8606? IRA owners should know" in

04/20/2017 - NAEA and two member enrolled agents (Jeff Rosan, EA and Eva Rosenberg, EA) are in the top 10 "Tax Experts to Follow Right Now" on Twitter. 

04/20/2017 - Yahoo Finance's "What to Do If You Get a Letter From the IRS" suggests going to the NAEA website to find an enrolled agent and quotes from Karla Dennis, EA.

04/18/2017 - "Tax Expert and Advisor Barry G. Fowler, EA, Explains IRS Fast Track Settlement Program" and encourages taxpayers flagged for an IRS audit to consider the Fast Track Settlement option recently made available to a wider audience.

04/18/2017 - Bryan Lake, EA, talked with WJLA DC cohosts Tuesday about how to avoid common mistakes that people make when filing their taxes in this "Tax Deadline Tips" segment. Check it out!

04/18/2017 - In Village News, Karyn Vaughn, EA, "The Tax Lady has suggestions to help mitigate 2016 tax liability."

04/18/2017 - John Avara, EA, shares some last-minute tips in "The Deadline of Filing Taxes is Approaching."

04/18/2017 - Reading minds everywhere, Ed Loughrey, EA, shares what to do "The day after tax day," what to keep and what to toss, in his latest Bluffton Today Taxing Issues column. 

04/14/2017 - "Tax Expert Ryan Ellis Gave Tax Tips For Last Minute Tax Filing" on WMAL Radiolast Friday.

04/13/2017 - On a related note, Frank St. Onge, EA, also shares itemized deductions "Tax tips for last-minute filers" in a recent Spokesman-Review article. 

04/13/2017 - Phyllis Jo Kubey, EA, and Suzan Ali, EA, get into the nitty gritty of deductions for donations in "Comb Your Closet for Charity - and a Tax Deduction," a recent article published in NewsOK

04/13/2017 - Swing by Accounting Today's "Clients' hot topics this season." E@lert bets you can guess some of the prevailing hot topics, all while seeing names of fellow NAEA members: Laurie Ziegler, EA; Joel Grandon, EA; Jennifer Brown, EA; Theodore Prioleau, EA; Trish Evenstad, EA; and Helen O'Planick, EA.

04/11/2017 - Ed Loughrey, EA, gives some great insight on "Taking last-minute deductions" in his latest Bluffton Today Taxing Issues column. 

04/11/2017 - Ken Portera, EA, shares some valuable information in "Can't pay your taxes? Six ways to cope," an article appearing in the Christian Science Monitor. It has also been picked up by 243 additional news outlets!

04/11/2017 - Ryan Ellis, EA, weighs in on "An overdue discussion on Virginia's taxes." 

04/11/2017 - We bet you've been wondering: "How preparers relax during tax season." Wait, they do?! Click on this enjoyable and helpful Accounting Today article to see what some of your colleagues say, including Laurie Ziegler, EA; Trish Evenstad, EA; Helen O'Planick, EA; Joel Grandon, EA; Jennifer Brown, EA; and Theodore Prioleau, EA. 

04/10/2017 - Abby Eisenkraft, EA, shares some excellent insights in the the recent article "5 IRS Audit Triggers to Avoid on Your 2016 Return." 

04/10/2017 - Steve DeFilippis, EA, talks: "What Entrepreneurs Need to Know Before Filing Taxes" in this Vista Press article. 

04/10/2017 - Steven J. Weil, EA, was quoted in The Fiscal Times article: "4 Tax Fixes Start-Ups Want Most." 

04/09/2017 - David Mayes, EA, writes: "529 Plan rule changes benefit college savers." 

04/08/2017 - This fascinating article "Tax preparers have job pride, if not credentials" cites data from the IRS which indicates that only 30% of the nation's 700,000 tax preparers are CPAs and 8% EAs. A whopping 56% do not hold a nationally recognized credential! 

04/08/2017 - Bernadette Antonelli, EA, reminds taxpayers: "IRS extension adds time to file, but you still have to pay.

04/05/2017 - "Tax Experts Agree, Filers Are Making Mistakes That Cost Them Time and Money" is NAEA's press release based on the survey which 519 EAs responded to in March. James R. Adelman, EA, President-Elect is quoted. In one day, the piece was picked up by 108 news outlets! Some serious news coverage for enrolled agents and NAEA!

04/04/2017 - Jeffrey Schneider, EA, and Jerry Gaddis, EA, provide some grEAt tips in Kiplinger's "When To Toss Tax Records."

04/04/2017 - "Can You Deduct Alternative Medicines on Your Taxes?" Eva Rosenberg, EA, and Juan Montes, EA, weigh in.

04/03/2017 - The Tribune-Democrat reports: "YWCA to honor 9 at Tribute to Women event," one of whom is Bonnie S. Lewis, EA.

04/03/2017 - The press is reporting: "Tax Groups Recommend Improvements to IRS Taxpayer Service." Have a read to learn more about the advocacy NAEA and these groups are doing for taxpayers and tax practitioners.

04/01/2017 - Abby Eisenkraft, EA, is quoted in ABC News' "10 things to know if you haven't done your taxes yet" regarding keeping a list of forms relating to all of your jobs over the year.

March 2017

03/31/2017 - "Tax pros debate the value of mid-season marketing," reports Accounting Today, drawing on input from: Theodore Prioleau, EA; Joel Grandon, EA; Helen O'Planick, EA; Trish Evenstad, EA; and Jennifer Brown, EA.

03/31/2017 - Bernadette Antonelli, EA, helps taxpayers make an important distinction in today's New York Times article: "IRS extension adds time to file, but you still have to pay."

03/31/2017 - Jennifer MacMillan, EA, says to carefully itemize charitable deductions to avoid audit problems in the Palm Beach Post article "Dodge These 5 Mistakes." 

03/29/2017 - Abby Eisenkraft, EA, contributes to the list of "50 things to know if you haven't done your taxes yet," carried by Atlanta News.

03/28/2017 - NAEA and Nina Tross, EA, are quoted in this Financial Advisor article "Can Taxpayers Avoid Obamacare Penalties Under Trump?

03/28/2017 - Ed Loughrey, EA, answers the question "What if I expect to owe taxes?" in his latest Bluffton Today Taxing Issues column. 

03/27/2017 - Bill Nemeth, EA, talks about the role medical diagnosis can play in Fox News' "3 ways for seniors to get a tax break." 

03/27/2017 - Koreen Jervis, EA, is one of the tax professionals describing the mood among some of her clients in AM New York's article "Liberal NYC taxpayers resent paying money to Trump programs."   

03/26/2017 - Jeffrey Schneider, EA, and Craig Smalley, EA, weigh in on "Why You Need to Be Careful With Large Cash Bank Deposits" and NAEA is mentioned in this recent article picked up by various news outlets.

03/24/2017 - The Toledo Blade and 30+ other publications have picked up "Paying taxes by credit card isn't a great idea: Fees could be higher than reward." The article quotes exclusively from Trish Evenstad, EA, President of the Wisconsin Society of Enrolled Agents.

03/21/2017 - In the US News & World Report article, "Don't Panic: 6 Last-Minute Tax Tips for Procrastinators," Juan Montes, EA, and Eva Rosenberg, EA, do enrolled agents proud and get a mention of NAEA and its tax expert directory.

03/21/2017 - Morris Armstrong, EA, shares anecdotes and smart recommendations in the recent Forbes article, "Grab The Saver's Credit: A 50% Retirement Savings Match."

03/21/2017 - Fox News gives enrolled agents top billing in the piece "5 tax preparer options." 

03/21/2017 - Tracy Bunner, EA, is once again "Talking Taxes: Itemizing - Is It Really a Benefit?" she asks in her latest Standard Examiner column.

03/21/2017 - With a little over four weeks to go, Ed Loughrey, EA, in Bluffton Today advises simply: "Prepare and file an honest return."

03/21/2017 - The Antrim Review provides "Facts On Filing Tax Extensions Without Paying A Penalty" and extolls enrolled agents while providing a link to our tax expert directory.

03/21/2017 - North Carolina Affiliate Sponsors "Tax Pros on Call" for the Twelfth Time, a story reported by local NBC affiliate TV station (WRAL) in Raleigh, NC. Along with NAEA President Richard Reedman, 19 North Carolina enrolled agents took time out of their busy schedules and participated in the program, taking calls continually throughout the 3 hours. This is NCSEA's twelfth time participating in this program. It was a great opportunity to promote the enrolled agent credential and to provide a valuable service to the community.

03/18/2017 - The Corsicana Daily Sun reports that Judy Bishop, EA, is a "Long-time franchise owner [who] grows work and family relationships."

03/17/2017 - The Cut's "Can I Justify Paying Someone to Do My Taxes?" talks about NAEA and provides a link to the website and tax expert directory. The taxpayer profiled says: "... my enrolled agent always found deductions I'd missed. She paid for herself every year."

03/17/2017 - In Accounting Today's "New due diligence requirements add to tax season burden," see what what fellow NAEA members are saying: Laurie Ziegler, EA; Twila Midwood, EA; Kerry Freeman, EA; John Dundon, EA; Terri Ryman, EA; Andrew Stadler, EA; Manasa Nadig, EA; and Morris Armstrong, EA.

03/17/17 - Ken Portera, EA, is quoted in the Muscogee Phoenix article: "Options available for taxpayers who owe the IRS."

03/17/2017 - The New York Magazine's "Can I Justify Paying Someone to Do My Taxes?" refers taxpayers to the NAEA website to find an enrolled agent tax preparer!

03/15/2017 - Tracy Bunner, EA, is Talking Taxes, specifically: "Why you should file your tax return, even if it's three years late."

03/14/2017 - Learn a lot in this Accounting Today article published yesterday: "Delayed refunds, due diligence requirements top early-season challenges." You'll also see quite a lineup of familiar names: Laurie Ziegler, EA; Andrew Stadler, EA; Twila Midwood, EA; Jeffrey Schneider, EA; John Dundon, EA; Kerry Freeman, EA; Manasa Nadig, EA; and Terri Ryman, EA.

03/14/2017 - In the latest Bluffton Today Taxing Issues column, we learn: "Should you itemize or take the standard deduction?" Thanks, Ed Loughrey, EA!

03/13/2017 - Andy Stadler, EA, and Jeffrey Schneider, EA, share what they have experienced in their own practices in this Reuters article: "Taxpayers procrastinate on filing returns this year."

03/12/2017 - Terri Johnson, EA, is profiled in the Daily Republic's Women Making a Difference 2017 article "Johnson loves to help people alleviate their tax stress."

03/09/2017 - "What to ask your doctor, lawyer, and accountant about protecting your personal data" gives a shout-out to NAEA for having a directory to help verify the credentials of EAs.

03/09/2017 - Eva Rosenberg, EA, highlights the trouble with throwing around acronyms in yesterday's US News and World Report article "Making Sense of 10 Confusing Tax Phrases."

03/07/2017 - In the US News and World Report article "How to File Your Taxes for Free," Jerry Gaddis, EA, stresses the importance of security and competence when seeking free in-person tax help.

03/07/2017 - "Are your credit card rewards taxable?" See what Crystal Stranger, EA, has to say in this MSN Money article.

03/07/2017 - Dave Du Val, EA, is quoted in the recent Yahoo Finance article "2 ways to claim your home office on your taxes."

03/07/2017 - The Income Tax School's "How to Succeed as an Enrolled Agent" is highlighted in Accounting Today's blog review for its recommendations on using the EA credential to gain clients. The bonus tip is that EAs should join NAEA!

03/07/3017 - For an amusing moment in your day, have a read of Ed Loughrey, EA's, latest Bluffton Today article on "Out-of-the-Ordinary Tax Deductions."

03/06/2017 - "Should you do your own taxes? These 4 questions will help you decide." Certainly, you will be more informed on this question by reading the input of Randall Brody, EA, Dean Ferraro, EA, and Steven Weil, EA, in this Christian Science Monitor article.

03/03/2017 - Scott Anderson, EA, became an EA later in his career and gives his perspective and advice in the recent Investors article "Some Advisors Take The Long Road To Their Profession."

03/03/2017 - In All Business, Steven J. Weil, EA, shares tips on "How to Make Your Accountant Love You-And Get Bigger Tax Returns to Boot."

03/02/2017 - ABC and all the networks are buzzing about the article "Can't pay your taxes? Here are 6 ways to cope," which quotes from two NAEA EAs: Lew Hurwitz, EA, and Ken Portera, EA.

03/02/2017 - In Yahoo Finance's "What to Do After You Receive Your W-2 Tax Form," Susan Gallagher-Smith, EA, in quoted and also identified as a member of NAEA.

03/02/2017 - Jennifer MacMillan, EA, with credential proudly mentioned, shared her wisdom in Tax Notes Today's article "Refund Delays, Poor Communication Have Snarled Filing Season." (subscription required)

03/01/2017 - Tracy Bunner, EA, is "Talking Taxes: How major life changes can affect your tax return."

February 2017

02/28/2017 - Ed Loughrey, EA, writes about "Lottery Winnings and Taxes" in this week's Bluffton Today Taxing Issues column.

02/22/2017 - Check out this Bakersfield article "What you need to know before hiring a tax pro" and its spotlight on the benefits of hiring not just an EA, but an NAEA EA! 

02/22/2017 - Alex Anderson, EA, is profiled in the Sidney Daily News article "Tax service in 81st year" talking about the business over time and the work he has done as an EA before the IRS.

02/21/2017 - Accounting Today's "Question marks: Should you do client surveys?" takes the cake for number of NAEA member EAs quoted! 11! They are William Keats, EA, Terri Ryman, EA, Joel Grandon, EA, Geoff Plourde, EA, Gene Bell, EA, Morris Armstrong, EA, Steven Weil, EA, Twila Midwood, EA, Richard Ogg, Janet Sienicki, EA, and Jennifer Brown, EA.

02/21/2017 - The next Accounting Today article also quotes from a whopping seven NAEA EAs who responded to the topic: "Fear and loathing: What clients say about the IRS." They are Amber Gray-Fenner, EA, John Dundon, EA, Morris Armstrong, EA, Kerry Freeman, EA, Terri Ryman, EA, Jeffrey Schneider, EA, and Jeff Gentner, EA.

02/21/2017 - Stephen DeFilippis, EA, speaks about income-tax free states in the Forbes article "Thumbs Up: The 10 Best States For High Earners."

02/21/2017 - Juan Montes, EA, JD, of Ceres, CA, gives "Answers to tax questions on Medicare, Medi-Cal benefits" in this San Francisco Chronicle article.

02/21/2017 - Edward J. Loughrey used the occasion of George Washington's birthday to reflect on the beginning of taxes in the United States and the continued relevance of the guidance of those founding our nation. Check out this week's Blufffton Today column "Pay attention to Washington's words."

02/21/2017 - Craig Smalley, EA, of Orlando, Florida, reported on "Landmark court case has dictated tax policy of federally illegal activities for more than 30 years" and provided tips on deducting business expenses.

02/20/2017 - PRBuzz picked up an article by Barry Fowler, EA, on the topic of being audited for under-reporting to IRS.

02/17/2017 - Washington State's Jeffrey Robertson, EA, and family are profiled in this Chronicle article "Cascade Tax Service Provides 'Peace of Mind' During Tax Season: Three Generations of Family Have Worked at Business."

02/15/2017 - Jerry Gaddis, EA, has penned an informative article "Things to know about filing your tax return" published in Florida Keys News and mentions NAEA's directory for finding a tax expert.

02/15/2017 - Craig Smalley, EA, shed light on audits in the recent Highya finance article "IRS Audits Explained: What They Are, Who Gets Them and What You Need to Do."

02/14/2017 - Stephen DeFillippis, EA, is quoted in the recent Forbes' article "The Side Gig Tax Time Retirement Play" regarding the SEP-IRA.

02/14/2017 - Ed Loughrey, EA, writes about "The Dirty Dozen tax scams" in Bluffton Today's weekly Taxing Issues column.

02/14/2017 - Check out the Accounting Today article "What clients want to know about tax reform."

02/13/2017 - Have a read of Eva Rosenberg, EA's, helpful MarketWatch article "3 health insurance tax benefits you can get in 2017."

02/12/2017 - What an fine sell for EAs, Wendy Connick, EA, in your article "The 5 Types of Tax Preparers: Which One Is Best for You?"

02/10/2017 - Tom Taulli, EA, JD, writes a great NASDAQ article "5 Ways to Avoid an IRS Tax Audit" with a shoutout to NAEA at the end. 

02/09/2017 - Trish Evenstad, EA, shared some advice in The Blade's "Do homework to find a tax preparer" and even got the NAEA directory mentioned!

02/08/2017 - Claudia Hill, EA, is quoted in the recent Forbes article about master limited partnerships, "State Filing Requirements For MLP Investors."

02/08/2017 - Tracy Bunner, EA, addresses the question "Do you need to file your taxes?" in her latest Talkin' Taxes column for the Standard Examiner.

02/07/2017 - William Keats, Jerry Gaddis, EA, Kerry Freeman, EA, and Laurie Ziegler, EA, are profiled in the recent Accounting Today article "Pitching in: The pros and cons of volunteer prep." They each give unique perspectives, have a read!

02/07/2017 - "What if I don't file a return?" is the latest installment of Taxing Issues from Ed Loughrey, EA, in Bluffton Today.

02/06/2017 - Rich Rhodes, EA, shared useful tax information and a gave a shoutout to NAEA in the Unified News article "Software Or Tax Pro: What The Difference Can Mean For You."

02/04/2017 - "Napa's 'tax experts' offer free advice" as part of a free Tax Help Day event. And even braving the rain! Way to go, Susan Buda-Chrestensen, EA.

02/04/2017 - The San Francisco Chronicle quotes our own Juan Montes, EA, and Tim Dilworth, EA in "Claiming a parent as a dependent is a tax-time headache."

02/03/2017 - Accounting Today has now picked up the grEAt news that Kathy Hettick, EA, and Phyllis Jo Kubey, EA are two of five people newly named to the IRS Advisory Council in "New members named to IRSAC, IRPAC." Kathy and Phyllis will do all EAs proud!

02/03/2017 - "Governor Rick Scott Commends Florida Enrolled Agents 'Enrolled Agents Week' and Professionalism" quotes FSEA President Roberto Pons, EA, several times.

02/02/2017 - "How to find a good tax preparer-and write off the bad ones", which quotes six times from Trish Evenstad, EA, was so helpful to taxpayers it is being republished with permission weeks later by MarketWatch.

02/02/2017 - Of the "10 Most Overlooked Tax Deductions You Should Use on Your Tax Return" Randall Brody, EA, ably discusses frequently missed opportunities pertaining to relocation expenses.

02/01/2017 - Congratulations to Mary Beth Lougen, EA, USTCP, for her recent article "The Trouble with QEF Reporting" in the Journal of Tax Practice and Procedure Vol 19(1)

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