NAEA Members in News Articles

December 2017

Dec. 31, 2017 – Kelly Phillips Erb at Forbes released her annual list of the Top 100 Must-Follow Tax Twitter Accounts. Among those on the list are the official NAEA twitter account (@Tax_Experts), Kerry Freeman, EA (@kerryfreemanea), Patrick P. Murphy, EA (@TaxPro10018), Jerry Gaddis, EA (@TropicalTax), Manasa Nadig, EA (@ManasaSogNadig), Eva Rosenberg, EA (@TaxMama), and Rachel Simon, EA (@RachelASimonTax). 

Dec. 31, 2017 –Yahoo! Finance published an article, 9 Tax Tips to Start Your Year Off Right and Save Money, that urges taxpayers to seek out an enrolled agent for representation. 

Dec. 30, 2017 – WHNT-TV urges their audience to consider hiring an enrolled agent or other reputable tax preparer this tax season. Read It’s Never Too Early to Prepare for Tax Season.

Dec. 30, 2017 – The author of claims Tax changes bring confusion, concern & tax pro popularity.

Dec. 29, 2017 – Ryan Ellis, EA, was quoted in a story, To prepay 2018 property taxes or not to prepay: Does anybody, including the IRS, really know?

Dec. 29, 2017 – examines the often “overlooked” tax professional, enrolled agents, that should be consulted when taxpayers are looking for a tax professional. Read The IRS Wants You To Choose Your Tax Preparer Wisely!

Dec. 29, 2017 – Barry Lisak, EA, shared Happy New (Tax) Year! greetings with readers the Chief-Leader newspaper.

Dec. 28, 2017 – Bryan Lake, EA, was interviewed by NBC News regarding the impact of the recently passed tax legislation. Clips of Bryan’s interview were broadcast by NBC affiliates across the country. Read the article and watch one of the clips here: People scramble to pay property taxes before the New Year.

Dec. 28, 2017 – In a story published by The Hill, Confusion reigns as people try to figure out property tax rules, Ryan Ellis, EA, suggests that the many people rushing to prepay 2018 property taxes will not end up benefiting financially as a result of doing so.

Dec. 28, 2017 – published an article, “You received a tax notice – now what?” that urges readers to consult with an enrolled agent or other qualified tax professional to serve as an intermediator between the taxpayer and the IRS.

Dec. 28, 2017 – Steven Weil, EA, was interviewed by the Kaplan Herald for a story titled, Four tax reforms that may reinvigorate Principal Road — and increase the economic system.

Dec. 27, 2017 – The Morgan Leader encourages readers to consult with an enrolled agent or other qualified tax preparer in an article titled, Five reasons you shouldn‘t prepare your own taxes.

Dec. 27, 2017 – Larry Lawler, EA, weighs in on the “Should you prepay your property taxes this year?” debate in an article published by the Buffalo News.

Dec. 26, 2017 – WKSU-FM interviewed Lisa Vivens, EA, for a story titled, Tax Preparers Prepare for a Bump in Business as People Try to Figure out the GOP Tax Overhaul.

Dec. 26, 2017 –Yahoo! Finance published an article, Every Document You Need to Defend Yourself During an Audit, urging taxpayers to seek out an enrolled agent for representation. 

Dec. 24, 2017 – Crystal Stranger, EA, helps to answer the 29 Biggest Tax Questions for Married Couples in a new article for

Dec. 22, 2017 – reports Charles R. Markham, EA, USTCP, says Taxpayers dealing with New Tax Bill by prepaying R E Taxes may miss the boat. Markham recommended taxpayers should also prepay their real estate taxes for 2018 before December 31, 2017 to get the tax deduction on their 2017 taxes.

Dec. 22, 2017 – Barry Lisak, EA, shared Year-End Tax-Saving Strategies for 2017 with readers the Chief-Leader newspaper.

Dec. 22, 2017 – Edward Zelazo, Jr., EA, was interviewed for a story published by regarding the rush to prepay 2018 property taxes. Read Can you beat the tax man?

Dec. 22, 2017 – Government Executive magazine quoted Jennifer MacMillan, EA, extensively in an article titled, “IRS Faces a ‘Crushing’ Workload to Implement the GOP’s Massive Tax Cut.”

Dec. 21, 2017 – NPR broadcast portions of an interview with Jennifer MacMillan, EA, that reached a total potential audience of 18 million listeners! You can listen to the interview and read the accompanying article here, Now That The GOP Tax Bill Is Approved, The IRS Gets Busy.

Dec. 21, 2017 – Bryan Lake, EA, appeared on the WJLA-TV Let’s Talk Live! morning show to offer end-of-year tax tips. Watch the segment here: End of the year tax write offs.

Dec. 21, 2017 – Morris Armstrong, EA, was quoted in an article, Get ready for a flood of difficult divorces in 2018, published by Reuters, U.S. News & World Report and two additional media outlets.

Dec. 20, 2017 – Morris Armstrong, EA, had an article published by Investopedia. Read Don't Overlook These Year-End Tax Deadlines.

Dec. 20, 2017 – CPA Practice Advisor warns all tax return preparers (including, of course, enrolled agents) that Tax Pros Need 2018 PTIN; Continuing Education for Annual Filing Season Program Due by Year End.

Dec. 19, 2017 – Shan-Nel Simmons, EA, was interviewed for a story on offering 5 tips for deducting a charitable donation from your taxes. In addition to quoting Shan-Nel, the article states, “As an enrolled agent, Simmons is federally licensed to represent taxpayers in collections, audit and appeals actions before the IRS.”

Dec. 19, 2017 – reported on a study showing more than 70 percent of tax professionals say the new tax bill is “tax hell.” The survey included responses from nearly 4,000 tax professionals including enrolled agents, CPAs and tax attorneys. Read Tax Pros Weigh In On Senate Tax Bill: Tax Hell Or Tax Heaven? to learn more.

Dec. 19, 2017 – Ed Loughrey, EA, reminds readers of Bluffton Today that Tax notices don’t stop for holidays.

Dec. 18, 2017 – More than half a dozen NAEA members were quoted in an Accounting Today article titled, What clients say about tax reform. Read comments from Morris Armstrong, EA; Kerry Freeman, EA; Jeffrey Gentner, EA; Yuliya Harvey, EA; Twila Midwood, EA; Terri Ryman, EA; and Laurie Ziegler, EA.

Dec. 18, 2017 – Barry Lisak, EA, talks about the Advantages of a "529" College Savings Program in a new column for the Chief-Leader newspaper.

Dec. 15, 2017 – David Mayes, EA, has a new column in titled, ETF tax advantages at risk in proposed tax reform. David warns investors and tax professionals about possible changes that, if enacted, may offer less flexibility in terms of minimizing the tax due on share sales. 

Dec. 15, 2017 – Barry Fowler, EA, Warns About Holiday Shopping Scams in an article posted to

Dec. 15, 2017 – Tax Notes Today published an article titled, “Tax Pros Predict Filing Season Woes if IRS Budget Crunch Lasts” (subscription required to access the article) that included quotes from Jennifer MacMillan, EA.

Dec. 14, 2017 – A post titled, “House Lawmakers Examine Taxpayer Experience with IRS,” appeared this week in the Wolters Kluwer “Tax and Accounting Blog” and referenced Jennifer MacMillan, EA’s appearance and testimony before the House Ways and Means Oversight Subcommittee.

Dec. 13, 2017 – Law360 published an article, Reforming IRS Requires More Funding, Advocates Say (subscription required), that also referenced Jennifer MacMillan, EA’s testimony.

Dec. 13, 2017 – The North Carolina Society of Enrolled Agents participated in a televised “Tax Pros on Call” program Monday night. Throughout the evening, the local NBC affiliate in Raleigh, NC cut away from their news report to show two dozen NCSEA members (including former President Richard Reedman, EA) staffing a phone bank and taking calls from viewers with tax questions. The “on-the-scene” reporter did an excellent job of mentioning that everyone answering the calls was an enrolled agent and explaining what an enrolled agent does.

Dec. 13, 2017 – Testimony given by Jennifer MacMillan, EA, before the House Ways and Means Oversight Subcommittee was highlighted in an article published by Government Executive magazine. Read House Subcommittee Mulls IRS Funding to Implement Tax Reform.

Dec. 13, 2017 – Jennifer MacMillan, EA, was quoted liberally in an article on regarding her testimony Wednesday before the House Ways and Means Oversight Subcommittee. Read Taxpayers Don’t Like Dealing With the IRS. Here’s How to Fix That.

Dec. 13, 2017 – The House Committee on Ways and Means blog cited testimony from Jennifer MacMillan, EA, in a new post titled, “Oversight Hearing Confirms: American Taxpayers Deserve Bold IRS Reform.”

Dec. 13, 2017 – Politico magazine also reported on Wednesday’s House Ways and Means Oversight Subcommittee hearing. The article, Better IRS Budget Needed for Taxpayer Service, Practitioner Testifies [article available only to Politico Pro subscribers], includes several excellent quotes from Jennifer MacMillan, EA.

Dec. 13, 2017 – An article on reports An Underfunded IRS Would Struggle With Implementing Tax Reform. The article mentions NAEA as being among groups “calling on Congress to provide additional funding for the IRS.”

Dec. 12, 2017 – Accounting Today published an article, Set and go: Preparers ready themselves for next season, that includes quotes from Morris Armstrong, EA; John Dundon, EA; Kerry Freeman, EA; Stephen Mead, EA; and Laurie Ziegler, EA.

Dec. 12, 2017 – Ed Loughrey, EA offers Year-end tax planning tips to readers of Bluffton Today

Dec. 11, 2017 – Barry Lisak touches on The Home-Office Deduction: What You Should Know, in a new column for the Chief-Leader.

Dec. 11, 2017 – reported on the tax tips offered recently by NAEA to help people maximize the impact of charitable donations while minimizing the impact to their pocketbook. Read How to Make the Most of Donations for Deductions.

Dec. 11, 2017 – The Motley Fool published an article, 8 2018 Tax Moves to Make Right Now, that references enrolled agents and points readers to to “find a qualified tax pro in your area.” 

Dec. 8, 2017 – The Motley Fool published an article, 4 Tax Breaks You Won't Want to Miss, that explains, “If you're serious about maximizing your tax breaks, consider hiring a qualified professional (meaning a CPA or enrolled agent) to prepare your tax return for you.”

Dec. 7, 2017 – In a letter to the editor of the Arizona Daily Sun, Jennifer Stefanow, EA, offers suggestions for reconciling the tax bill. Read Do tax reform in a sensible way.

Dec. 6, 2017 – Jeffrey Schneider, EA, provided his insights for an article on that explains How health insurance can affect your taxes. 

Dec. 6, 2017 – Jeffrey Schneider, EA, and Craig Smalley, EA, were both quoted in a Reuter’s article, My taxes probably are going up. Are yours? That same article was republished in several additional media outlets.

Dec. 5, 2017 – Ed Loughrey, EA warns Bluffton Today readers to Watch out for holiday scams.

Dec. 4, 2017 – With tax reform dominating the news, Aaron Blau, EA, sat down with Financial Advisor magazine to discuss ways to separate headlines from actionable tax planning. Aaron urges tax pros to Think Shorter-Term For HNW Clients’ Tax Planning.

Dec. 4, 2017 – Barry Lisak, EA, encourages readers of the Chief-Leader to conduct an End-of-Year Tax Withholding Check-up.

Dec. 3, 2017 – David Mayes, EA, provides an excellent summary to readers of What to know when donating stock to charity.

Dec. 3, 2017 – An article on tell readers flat out: Do not put heirs on the title to your house. The article goes on to suggest that, “for more information, you should talk to an accountant, enrolled agent or relative that has knowledge about your situation and your federal income taxes.” 

Dec. 1, 2017 – Barry Fowler, EA, Provides Helpful Info About Frauds And Scams to readers of Renewable Energy World magazine.


November 2017

Nov. 30, 2017 – In an article for, Craig provides answers and advice to those who may ask, What’s the Big Deal With Selecting a Method of Accounting?

Nov. 30, 2017 – Fast Company published an article announcing TurboTax is hiring an army of CPAs to gig on its platform. The article goes on to explain, “Intuit’s TurboTax is hiring more than 1,000 certified public accountants and enrolled agents to assist struggling tax filers on demand.”

Nov. 30, 2017 – also reported on Intuit’s hiring plans in an article titled, Intuit hires 1K CPAs for on demand assistance.

Nov. 29, 2017 – The Greensboro News & Record reported that Rudolph Click, EA, has earned the Fellow designation from the National Association of Enrolled Agents for completing the three levels of the National Tax Practice InstituteTM.

Nov. 29, 2017 – The Kane County Chronicle reported that Harry Eng, EA, will be leading a small business deduction seminar on Dec. 5.

Nov. 28, 2017 – New Brunswick Herald reported Maria Luisa Badani, EA, has been recognized as a Professional of the Year for 2017 by Strathmore’s Who’s Who Worldwide for her outstanding contributions and achievements with over 20 years of experience in the field of accounting.

Nov. 28, 2017 – The Motley Fool published an article, 4 Expensive Tax Mistakes, that suggests readers with a side gig or other tax complications who hire a CPA or enrolled agent are likely to “see a huge savings compared to when you've done the return yourself.” That article was republished by 8 additional media outlets including Fox Business, Business Insider, and

Nov. 28, 2017 – David Duval, EA, wrote an article for CPA Practice Advisor that offers tips to tax professionals on working with clients to protect them from tax identity theft. Read Tax Identity Theft and Your Clients: 5 Steps to Finding Peace.

Nov. 28, 2017 – Ed Loughrey, EA, published a column in Bluffton Today suggesting that the new tax bill could impact end-of-year tax planning.

Nov. 27, 2017 – Barry Lisak, EA, discusses Your Home Sale and Capital Gains in a new column for the Chief-Leader newspaper. 

Nov. 27, 2017 – Jim Adelman, EA, sat down with the Tax Reward Blog to talk about NAEA, the enrolled agent profession, and the services and benefits provided by enrolled agents. Read the full article: Get Help from the Tax Experts at NAEA.

Nov. 25, 2017 – Tim Sullivan, EA, cautions readers of the Columbia Daily Tribune that Season of giving requires careful consideration.

Nov. 22, 2017 – John Dundon, EA, and Jennifer MacMillan, EA, were both quoted in a new Reuters article titled, “Your Money: Uncertain future for those counting on medical deductions.” 

Nov. 22, 2017 – In an article for CPA Practice Advisor, Craig reports on the NAEA news release offering Veterans Day tax tips for military families. Read Tax Talk for Veterans

Nov. 21, 2017 – Michael Jackman, EA, discusses the Tax benefits of charitable giving in an article for the Gettysburg Times.

Nov. 21, 2017 – In another article for the Chief-Leader newspaper, Bary explores the Tax Advantages of Home Ownership.

Nov. 21, 2017 – Ed Loughrey, EA, traces The reason for Thanksgiving in a new column for Bluffton Today and offers a tongue-in-cheek look at how the pilgrims might have handled personal income tax returns in their day.

Nov. 21, 2017 – Mike Habib, EA; Chris Hardy, EA; and Jeffrey Schneider, EA, were all quoted in an article for titled, IRS Problems? Tax Professionals Reveal Top Tips.

Nov. 20, 2017 – TransWorldNews published an article that outlines the differences between Bookkeepers, Accountants, Enrolled Agents & CPA.

Nov. 20, 2017 – Craig Smalley, EA, talks about Valuation of a Cannabis Business in a new article for CPA Practice Advisor.

Nov. 20, 2017 – Mike Perkins, EA, was interviewed on camera for a story that aired on WTHI-TV in Indiana. Watch Would the GOP Tax Plan Save You Money or Cost You Money?

Nov. 18, 2017 – The St. Louis Post-Dispatch published the Reuters article (Minimal relief from prospective death of the dreaded AMT) that includes quotes from John Dundon, EA; Phyllis Jo Kubey, EA; and Craig Smalley, EA.

Nov. 15, 2017 – The Washington Post published an article, Taking investment property out of an LLC to obtain lower-rate loan could spur tax charge, that urges readers (in two different sections of the article) “to talk to an enrolled agent, accountant or tax adviser” to properly assess their tax obligations. 

Nov. 14, 2017 – Aaron Blau, EA; Jeff Gentner, EA; Phyllis Jo Kubey, EA; Jeffrey Schneider, EA; and Laurie Ziegler, EA were all quoted in an Accounting Today article that explains why for reasons sentimental and otherwise, some tax professionals “continue to keep around a once-indispensable tool that’s slowly becoming antique.” Read “Old favorites: Preparers hang on to adding machines” to learn more.

Nov. 14, 2017 – John Dundon, EA; Phyllis Jo Kubey, EA; and Craig Smalley, EA, were all quoted in a Reuter’s article that offers a glimpse into the alternative minimum tax. The article, Your Money: Minimal Relief From Prospective Death of the Dreaded AMT, was subsequently republished in U.S. News & World Report, and at least three additional media outlets.

Nov. 14, 2017 – Ed Loughrey, EA, published a column in Bluffton Today in which he reports and expands on the NAEA news release offering “Tax tips for service members.” 

Nov. 13, 2017 – Barry Lisak, EA, offers Tax Tips on Gambling Winnings and Losses in a new column for the Chief-Leader newspaper.

Nov. 12, 2017 – The Motley Fool urges readers to “seek out a credentialed tax preparer such as an enrolled agent or CPA” in a new article titled, 4 Tax Myths That Can Cost You Some Serious Moolah. The article goes on to say that “enrolled agents don't have experience requirements, but we have to pass a hideously complicated three-part IRS exam that guarantees we know our stuff.”

Nov. 12, 2017 – announced that Beth Lougen, EA, USTCP, presented at the International Tax Conference this week.

Nov. 10, 2017 – NAEA legislative counsel, Jeff Trinca, sat down for an interview with the Weekly Standard magazine to discuss parallels between the 1986 tax reform efforts and the current tax reform bill. Read It Won't Be Easy This Time Either.

Nov. 10, 2017 – Targeted News Service published the NAEA news release offering Veterans Day Tax Tips for Military Families.

Nov. 9, 2017 – Morris Armstrong, EA, and John Dundon, EA, were both quoted in a Reuters article that poses an interesting question; Is tax reform the final straw for alimony? The article was subsequently published in 11 additional media outlets including CNBC, The Fiscal Times and

Nov. 9, 2017 – CPA Practice Advisor reported on the newly issued NAEA news release offering Tax Tips for Military Families.

Nov. 9, 2017 – Jennifer MacMillan, EA, and David Miles, EA, were featured in a November 14 "Tax Talk Today" broadcast that focuses on how the IRS deals with persons who fail to file tax returns and how practitioners may assist those non-filers in dealing with the IRS. Read more about the program, “Non-Filers: How They Got There & Bringing Them Back Into the System,” on

Nov. 7, 2017 – In an article for Bluffton Today, "Money laundering makes the headlines," Ed Loughrey, EA, examines ways individuals and businesses launder money to avoid reporting income to the IRS.

Nov. 7, 2017 – Randall Brody, EA, and Jeffrey Schneider, EA, were both quoted on the topic of Mistakes you're making with your taxes, for an article appearing on The List, a women’s lifestyle website that covers a broad range of topics. 

Nov. 6, 2017 – Barry Lisak, EA, examines the Income-Tax Implications of Divorce in a new column for the Chief-Leader.

Nov. 5, 2017 – David Mayes, EA, writes about the tax benefits of health savings accounts in a new article for titled, HSAs can boost retirement readiness.

Nov. 4, 2017 – Ryan Ellis, EA, takes a closer look at the high income bracket phase-out contained in the new tax bill. Read There Isn't A 'Stealth Tax Bracket' In The House Tax Reform Bill in Forbes magazine.

Nov. 2, 2017 – The Manhattan Beach Sun referenced the NAEA survey on CP2000 notices in an article offering Three Steps to Help Freelancers and Gig Economy Workers Avoid a Tax Blunder.

Nov. 1, 2017 – CPA Practice Advisor published an article on PTIN renewals, Time to Renew PTINs, that also provides detailed information on the EA credential.


October 2017

Oct. 31, 2017 – Ed Loughrey, EA, looks at The Taxation of Settlements in an article for Bluffton Today.

Oct. 31, 2017 – Abbey Eisenkraft, EA, was interviewed for a CNBC story about good and bad ways small businesses utilize tax deductions. Read Small-business owners discover some tax deductions aren't worth it to learn more.

Oct. 31, 2017 – provides detailed information about the “enrolled agent credential” in an article titled, PTIN renewal period underway for tax professionals.

Oct. 31, 2017 – The Sunbury News reported that a Local Tax Service Cancels Appointments and Keeps Personal Information. The article offers good information on finding a credentialed tax expert and lists enrolled agents as among those who have the highest training and qualifications.

Oct. 30, 2017 – Financial Advisor magazine says October has become an increasingly frenzied month for tax professionals due in part, to an often unavoidable need by high-net-worth clients to delay their tax filing from April to mid-October. Read what Aaron Blau, EA, CPA, and Morris Armstrong, EA, have to say on the subject in October Has Become Tax Month For Many HNW Clients

Oct. 30, 2017 – In another column for the Chief-Leader, Bary Lisak, EA, takes a look at the Tax Advantages of Homeownership.

Oct. 26, 2017 – Forbes announced PTIN Renewal Is Underway. The article reminds readers that current PTINs will expire on December 31, 2017. It won’t come as news to you but the article also states, “all enrolled agents, regardless of whether they prepare returns, must have a PTIN to maintain their status.”

Oct. 25, 2017 – Anthony LoCascio, EA, was interviewed for a CNBC article in which he discusses the merits of making a year-end charity donation of appreciated assets like stocks, instead of making cash donations. Read With stocks at record highs, maybe it's time to give some assets away to learn more.

Oct. 24, 2017 – Ed Loughrey, EA, talks about Social Security and caregivers in a column for Bluffton Today.

Oct. 23, 2017 – Bary Lisak, EA, published a column in the Chief-Leader titled, “Tax Rules for Capital Gains and Losses.” 

Oct. 23, 2017 – Jennifer MacMillan, EA, was profiled in an article for the Weekly Standard magazine that examines the possible impact on tax professionals of proposed tax reform and simplification. Read It's Trump vs. H&R Block.

Oct. 23, 2017 – In another column for the Chief-Leader, Barry Lisak, EA, examines Tax Rules for Capital Gains and Losses.

Oct. 22, 2017 – David Mayes, EA, explains to readers of, some of the IRS rules governing transfer of assets and property during life versus at death. Read Keep gift tax rules in mind when feeling generous.

Oct. 19, 2017 – announced an upcoming webcast, Income Taxation of Estates and Beneficiaries — Tax Issues We Leave Behind, featuring Chris Hardy, EA, and Alan Pinck, EA. The Live webcast is scheduled for Tuesday, October 24, 2 - 3:50 PM ET (2 CPE Credits).

Oct. 18, 2017 – In an article for, Craig Smalley, EA, examines Intuit’s Virtual Tax Expert Network, a new service that allows tax professionals to provide seasonal, part-time help to TurboTax customers via a live video platform. While Craig explains Why Being a Virtual Tax Expert Wasn't for Me, he suggests it may be a viable option for some. 

Oct. 18, 2017 – LuSundra Everett, EA, warns of the consequences of failing to report income from a side hustle in a new CNBC article titled, 33 percent of young people with side hustles make one dangerous mistake.

Oct. 17, 2017 – Phyllis Jo Kubey, EA, was quoted in the latest Tax Notes Today newsletter in an article titled, IRS Will Require ACA Compliance in 2018 Returns. The article is available by subscription only.

Oct. 17, 2017 – David Duval, EA, penned a thoughtful article on Combating Tax-Related Identity Theft for CPA Practice Advisor. Tax-related identity theft remains one of the most common forms of identity theft.

Oct. 17, 2017 – Ed Loughrey, EA, highlights the variety and absurdity of certain deductions under our current tax system in a column for Bluffton Today titled, A deduction for a doughnut

Oct. 16, 2017 – Barry Lisak, EA, explains How to Retrieve Your Past Tax Returns in a column for the Chief-Leader

Oct. 16, 2017 – Jeffrey Gentner, EA, discusses the importance of declaring ALL earned income (yes, even income derived from a side gig) in a new article for Financial Advisor magazine titled, Is Your Client With A Side Job Paying Taxes?

Oct. 13, 2017 – Targeted News Service shared the NAEA news release, NAEA Shares Tax Tips for Latino Households

Oct. 15, 2017 – Steven Weil, EA, offers a word of warning for those tempted to claim tax credits to which they are not entitled. Steven’s advice appears in a new article for titled, Know Before You File: Tax Breaks for 2018.

Oct. 12, 2017 – CPA Practice Advisor announced that Intuit is looking for enrolled agents and other tax professionals to provide assistance to taxpayers via a new TurboTax on-demand virtual platform. Similar to the Lyft or Uber model, tax professionals can choose the days and hours they want to work. “Intuit’s technology routes the taxpayer’s question to an expert, then using one-way video and unique screen sharing functionality, experts will show and explain answers at the moment taxpayers need the most help.” Read Uber for Tax Pros: Intuit Creates Virtual Tax Network to learn more.

Oct. 12, 2017 – Digital Media Net Forums announced that Claudia Hill, EA, will be presenting at the 33rd Annual Tax Controversy Institute Conference. Discounted event registration is available to NAEA members. Read UCLA Extension Tax Controversy Institute Tackles ID Theft, Crypto Currencies and Cannabis at 33rd Annual Conference on October 24th at Beverly Hills Hotel to learn more.

Oct. 12, 2017 – Jeff Trinca, our legislative counsel, tells Bloomberg BNA he believes it’s important for the next IRS Commissioner to have an understanding of the laws governing tax administration—not just tax law. Read New IRS Commissioner Should Have Tax Law Experience: Advocate.

Oct. 11, 2017 – In a letter to the editor of The Press Democrat, Timothy Nelson, EA, suggests that lowering corporate tax rates as a means of spurring job growth is great but wants Congress to make eligibility for such tax cuts contingent on actual job creation by companies. 

Oct. 11, 2017 – Jerry Gaddis, EA, and Ricardo Rivas, EA, talk about “silent returns” in a new Reuters article titled, Skip the health insurance tax question? Not so fast. That article was picked up by several news outlets within the first 24 hours, reaching a combined total potential audience of nearly 60 million people! 

Oct. 11, 2017 – Jeffrey Schneider, EA, was quoted by U.S. News & World Report regarding the tax consequences that befall a divorced spouse who sells a home solo rather than selling the home early on in the divorce proceedings when a couple may still file a joint tax return. Read Divorcing? Should You Divorce Your Home, Too?

Oct. 11, 2017 – Patrick Haggerty, EA, announced via that he will be leading a webinar on October 25 titled, “Wage Overpayments – Prevention and Recovery.

Oct. 10, 2017 – Morris Armstrong, EA, was interviewed along with Lawrence Pon, EA, CPA, USTCP, for an article in Financial Advisor that seeks to answer the question: Can A Roth Conversion Reduce Taxes For Affluent Clients? Spoiler alert! The answer is, “it depends.”

Oct. 10, 2017 – According to, tax professionals are needed to assist elderly, moderate-to-low income residents in Porter County, IN file their federal and state income taxes. The article asserts that enrolled agents “can earn [continuing education] credits when volunteering as a VITA instructor, quality reviewer or tax return preparer. Read Volunteer Tax Preparers Sought for IRS Volunteer Income Tax Assistance (VITA) Program to learn more.

Oct. 6, 2017 – Bary Lisak, EA, tackles the topic of Tax Exemptions and Deductions for Parents in the Chief-Leader.

Oct. 6, 2017 – Accounting Today published an article, A prime challenge in M&A: Retaining the clients, in which the following NAEA members were quoted: Jeff Gentner, EA; Phyllis Jo Kubey, EA; Jeffrey Schneider, EA; and Laurie Ziegler, EA;

Oct. 5, 2017 – An article in the Proctor Journal references the NAEA member survey regarding CP2000 notices and the fact that “independent contractors participating in the gig economy were cited as among those most at risk of failing to accurately report all of their income.” Read 3 steps to help freelancers and gig economy workers avoid a tax blunder.

Oct. 4, 2017 – Craig Smalley, EA, published a white paper in CPA Practice Advisor titled, 2017 Estate Planning, that offers an in-depth look at what’s needed to ensure assets go to the intended beneficiaries.

Oct. 4, 2017 – JD Supra provides an overview of different types of IRS audits and warns taxpayers that only an experienced tax professional, like an enrolled agent, can represent them before the IRS. Read You or Your Business Gets an IRS Audit Notice: What Do You Do? Defending an IRS Audit (Part 10)

Oct. 2, 2017 – Barry Lisak, EA, helps readers of the Chief-Leader answer the question, Do I Qualify for the Earned Income Tax Credit?

Oct. 2, 2017 – CPA Practice Advisor published a white paper by Craig Smalley, EA, titled, Cannabis and Taxation, which examines tax challenges faced by those participating in the legal cannabis industry. 


September 2017

SEPT. 29, 2017 – In a column for the Chief-Leader newspaper, Barry Lisak, EA, helps readers answer the question: Do I Qualify for the Earned Income Tax Credit?

SEPT. 28, 2017 – CPA Practice Advisor published an article by Craig Smalley, EA, titled, NAEA’s Efforts Help Build Awareness of Enrolled Agents.

SEPT. 26, 2017 – Craig Smalley, EA, examines the ethics of client referrals in an article for CPA Practice Advisor titled, How Building a Team Around You Can Help Your Practice

SEPT. 26, 2017 – In another article for CPA Practice Advisor, Craig Smalley, EA, asserts that Achieving a Successful Tax Practice Takes Trial and Error

SEPT. 26, 2017 – Craig Smalley, EA, shares several personal anecdotes that explain Why Automation Could Be the Key to Success for Your Tax Practice in CPA Practice Advisor

SEPT. 26, 2017 – In an article for, Craig Smalley, EA, explores the ins and outs of Creating a Sales Tax Nexus Versus a Nexus for State Income Tax.

SEPT. 26, 2017 – Ed Loughrey, EA, examines the compensation, typical expenses and tax deductions available to members of Congress. Read Finances and members of Congress in Bluffton Today.

SEPT. 25, 2017 – Bary Lisak, EA, explains to readers of the Chief-Leader newspaper, How to Protect Your Tax and Financial Information.

SEPT. 25, 2017 – In Bary Lisak, EA, explains to readers of the Chief-Leader newspaper How to Protect Your Tax and Financial Information.

SEPT. 23, 2017 – Craig Smalley, EA, explains How to Run a Firm in a Federal Disaster Area in CPA Practice Advisor

SEPT. 23, 2017 – announced Portia Vogt, EA, will offer tax tips for small businesses in an upcoming seminar. Read Chamber Hosts Business Safety & Small Business Tax Seminar to learn more.

SEPT. 23, 2017 – In an article for Investor’s Business Daily titled, “Advisors Go Holistic By Expanding Their Skill Sets,” Anthony LoCascio, EA, talks about how his tax credentials differentiate him from other financial advisors. 

SEPT. 21, 2017 – Jim Adelman, EA, published an article in Intuit’s ProConnect Tax Pro Center, the company’s communications hub for customers who use Intuit tax software. In the article, Jim answers the questions, “Why Should You Get Credentialed? What are Your Options?

SEPT. 20, 2017 – In an article published by the Atlanta Black Star, Deltrease Hart-Anderson, EA, discusses How the Banking and Credit System Exacerbate the Wealth Gap in Black Communities and may leave some open to unfavorable IRS tax audits.

SEPT. 18, 2017 – In a column for the Chief-Leader newspaper, Bary Lisak, EA, shares tips for Getting the Most Out Of the Child Tax Credit.

SEPT. 18, 2017 – Craig Smalley, EA, published an article, How the Nexus Issue Plays Out With Amazon and Drop Shipping, in this week. 

SEPT. 18, 2017 – In another article for, Craig Smalley, EA, discusses a series of live webinars he’s launching to help train inexperienced EAs and other tax professionals. Read The Master Series Begins with 'Representation' to learn more.

SEPT. 14, 2017 – Russell Fox, EA, contributed an article to Forbes that offers his take on What A Tax Professional Would Like To See Out Of Tax Reform. The article is part of a Forbes special report on tax reform.

SEPT. 14, 2017 – Jerry Gaddis, EA, has written an excellent piece for offering tax tips to those impacted by Hurricane Irma. Read Storm-related losses can be tax-deductible.

SEPT. 13, 2017 – Morris Armstrong, EA, was quoted in a new Reuters article regarding the tax implications of donations received via crowdfunding sites. Read Raising money for an emergency raises money questions. That article has since been syndicated to at least 10 additional media outlets.

SEPT. 13, 2017 – profiles an enrolled agent in an article titled 15 Businesses You Can Start for $10K or Less.

SEPT. 13, 2017 – A new piece in The TaxProf Blog states that while current discussion of tax reform appears focused on the tax code and tax laws, comparatively little attention is being paid to reforming tax administration. The author, Mr. Bryan Camp, a professor at Texas Tech University School of Law, notes that NAEA was one of nine tax practitioner organizations that put out a paper calling for tax administration reform earlier this year. Read Reforming Tax Administration.

SEPT. 12, 2017 – A veritable baker’s dozen of NAEA members chimed in for a recent article (Together or alone? Preparing returns in front of clients) in Accounting Today. Our thanks to Morris Armstrong, EA; Jeff Gentner, EA; Joel Grandon, EA; Nicole Green, EA; Kathy Hallford, EA; Chris Hardy, EA; William Keats, EA; Stephen Mead, EA; Patrick O’Hara, EA; Richard Ogg, EA; Theodore Prioleau, EA; Frederick Reynolds, EA; Terri Ryman, EA; and Laura Strombom, EA, for sharing their thoughts with the reporter. 

SEPT. 12, 2017 – Craig Smalley, EA, shares personal anecdotes in an article for that highlight Why We Should Always Be Honest With Our Clients

SEPT. 11, 2017 – Barry Lisak, EA, explains to readers of the Chief-Leader newspaper how Tax Credits Help With Higher Education Expenses

SEPT. 11, 2017 – David Mayes, EA, describes situations in which the Tax benefits of life insurance can be lost, in a new article for

SEPT. 11, 2017 – An article written by Craig Smalley, EA, sheds light on an important question for many tax professionals; “When is a Nexus Created?” 

SEPT. 11, 2017 – Craig Smalley, EA, published an article for in which he touches on the Alphabet Soup of Tax Professional Designations

SEPT. 11, 2017 – The Motley Fool published an article, Why You Always Should File a Tax Return -- Even if You Owe Nothing, that explains taxpayers “could save a lot of money by hiring an experienced, credentialed tax advisor (an Enrolled Agent or CPA). Plus, your advisor can deal with the IRS and its representatives for you. Now that's a service that's definitely worth the money.”

SEPT. 8, 2017 – announced that NAEA member Michael Jackman, EA, has been named one of Five New Members for the Electronic Tax Administration Advisory Committee of the IRS.

SEPT. 8, 2017 – KEYC News 12 (and more than 20 additional media outlets) reports that Robert McKenzie, EA, JD, will host a live webinar titled, “Learn How to Prepare a Protest and File a Winning Appeal With the IRS” on Tuesday, Sept.tember 26.

SEPT. 7, 2017 – Craig Smalley, EA, published an article CPA Practice AdvisorAs If It Couldn’t Get Any Better for Real Estate Investment Trusts (REITS) — in which he examines the tax status of REITs. 

SEPT. 7, 2017 – In another article for CPA Practice Advisor, Craig Smalley, EA, explains How to Solve Complex Tax Issues for Clients by Using the R&D Credit

SEPT. 7, 2017 – Craig Smalley, EA, published an article in CPA Practice Advisor that examines Charitable Remainder Trusts and Their Cousins: Real Tax Savings for High Net Worth Clients.

SEPT. 7, 2017 – TMC (and several additional media outlets) reports that Phyllis Jo Kubey, EA, and Mary-Heather Styles, EA will join a Tax Talk Today panel on Tuesday, Sept.tember 12 to discuss U.S. Taxpayers Living, Working or Investing Overseas.

SEPT. 7, 2017 – The Niagara Gazette announced Tax assistance volunteers sought in Niagara. Enrolled agents and other tax return preparers are needed to help low income Niagara County residents maximize their tax returns by avoiding refund anticipation loans and inflated filing fees.

SEPT. 7, 2017 – Scott Vance, EA, offers his four top tips for making tax time easy and productive for real estate investors in an article for titled, “Buying Rental Property: Tips from the Experts.”

SEPT. 7, 2017 – The blog posted an interesting article that lists “tax preparer” as one of 20 Great Second Careers That Don't Require More School. The article states that “to file more than basic returns, you'll need to become an ‘enrolled agent,’ which involves an exam and tax-history compliance check.” 

SEPT. 5, 2017 – In an article for, Craig Smalley, EA, ruminates On Sports Collections, Death and Taxes

SEPT. 1, 2017 – Barry Lisak, EA, explains How to Deduct Moving Expenses to readers of the Chief-Leader newspaper. 


August 2017

August 31, 2017 - Craig Smalley, EA, published an article, Taxpayer Advocate Finally Feels My Frustration, in which he details for readers of, his frustration in trying to get useful answers from IRS Revenue Agents and Revenue Officers

August 30, 2017 - Craig Smalley, EA, published Don’t Miss Out on IRC §1202 Stock in CPA Practice Advisor.

August 30, 2017 - Craig Smalley, EA, published Estate Planning Part I - Passing Along Your Business to Your Children in CPA Practice Advisor.  

August 30, 2017 - Craig Smalley, EA, published Estate Planning Part II – When You’re Not Subject to Estate Tax in CPA Practice Advisor.  

August 30, 2017 - Craig Smalley, EA, published Estate Planning Part III – Bypass Trusts in CPA Practice Advisor.  

August 29, 2017 - Lynn Schmidt, EA, was mentioned in in an article titled, Lynco Financial & Tax Services Inc selected for 2017 Winter Haven Small Business Excellence Award.

August 29, 2017 - Ed Loughrey, EA, discusses the financial strain faced by older Americans who choose to finance school debt for their children and even grandchildren. Read his latest column for Bluffton Today titled Student debt and seniors.

August 28, 2017 - Jeffrey Schneider, EA, discusses important tax considerations related to equipment loans in an article published by titled Equipment Loans – How They Work, Where to Find One, and More.

August 28, 2017 - An article in the Orlando Sentinel (syndicated to nearly 400 additional, local newspapers) references NAEA and our CP2000 survey in an article titled, 3 steps to help freelancers and gig economy workers avoid a tax blunder.

August 28, 2017 - Bary Lisak, EA, explains to readers of the Chief-Leader How to Tap Your IRA Early Without Penalty.

August 27, 2017 - David Mayes, EA, explains the ins and outs of beneficiary designations in a new column for titled, Annual review of beneficiary designations a priority.

August 26, 2017 - reports on an interesting marketing tactic employed by Michael Allbright, EA, in an article titled, Trucker-Turned-IRS Negotiation Hosts Laptop Giveaway at Dallas Truck Show.

August 23, 2017 - The Baltimore Sun urges readers to consult with an enrolled agent to make sure they Have a smart plan for inheritance.

August 22, 2017 - Accounting Today reported on a new idea to drastically cut down tax refund fraud -- by making stolen taxpayer information worthless to thieves. Roger Harris, EA, and NAEA legislative counsel Jeff Trinca, proposed the idea to staffers on the Senate Finance Committee and the House Ways and Means Committee last week. Read A radical proposal for fighting tax-related ID theft to learn more.

August 22, 2017 - David Mayes, EA, explains the ins and outs of beneficiary designations in a new column for titled, Annual review of beneficiary designations a priority.

August 22, 2017 - In a column for Bluffton Today, Ed Loughrey, EA, discusses findings of the NAEA member survey on CP2000 notices and offers helpful tips to those who receive them. Read What is the CP 2000?

August 21, 2017 - Morris Armstrong, EA, and Laurie Ziegler, EA were both interviewed for a new article in Financial Advisor magazine titled, Best Tax Moves For Advisory Businesses.

August 21, 2017 - Bary Lisak, EA, warns readers of the Chief-Leader newspaper to Beware of Income-Tax Scams

August 18, 2017 - David DuVal, EA, discusses The Three Most Misunderstood Tax Deductions (Even for Tax Professionals) in a new article for CPA Practice Advisor. Site registration is required to access the article.

August 17, 2017 - David DuVal, EA, authored an article for CPA Practice Advisor (site registration required) titled, “The Almost (But Not Quite) Automatic First Time Penalty Abatement.”

August 17, 2017 - The LI Herald announced that Livingston Young, EA, has earned the Fellow designation from the National Association of Enrolled Agents. The article goes on to explain all about NAEA, NTPI, and the EA profession. Read “Franklin Square and Elmont Neighbors in the News.”

August 17, 2017 - Suzanne Weathers, EA, urges readers to “Consider tax implications early in business startups” in an article for the Spokane Journal of Business

August 16, 2017 - Friday Burke, EA, was quoted liberally in a CNBC report titled, “How to avoid gig economy tax missteps.” In addition to helping raise Friday’s profile nationally, the article raises awareness of NAEA, of enrolled agents generally, and it also links to the NAEA news release that summarizes findings of our member survey on CP2000 notices.

August 16, 2017 - The CNBC story quoting Friday Burke, EA, also appeared in Yahoo! Finance.

August 16, 2017 - Craig Smalley, EA, wrote an excellent summary of our CP2000 survey for His article focused on the challenges facing those participating in the gig economy as well as the biggest mistakes taxpayers make when they receive a CP2000 notice. Read “What You Need to Know About 'Gig Economy' Clients.”

August 16, 2017 - Anthony LoCascio, EA, offers tips for minimizing taxes on capital gains in an article for CNBC titled, “Donating stock is a triple play: Book profits, skip capital gains and pocket a deduction.”

August 15, 2017 - David DuVal, EA, authored an article for CPA Practice Advisor (site registration required) titled, Four Tips for Maximizing Your Clients’ Education Benefits. 

August 15, 2017 - Ed Loughrey, EA, has a new column in Bluffton Today titled, IRS warns of ‘spear phishing’ scams. 

August 15, 2017 - In her “Talkin’ Taxes” column for the Standard Examiner, Tracy Bunner, EA, answers the question: What should you do if you get a notice from the IRS? The article urges readers to visit to find a qualified enrolled agent who can help resolve the notice. The article also references and links to the recent NAEA news release regarding the CP2000 member survey.

August 14, 2017 - Financial Advisor magazine quotes Phyllis Jo Kubey, EA, and John Dundon, EA in an article about required minimum distributions titled, “50% Tax On Missed RMDs May Be Waived.” 

August 14, 2017 - Craig Smalley, EA, explores rules surrounding asset transfers in an article for titled, “Tax Court Corner: Transfer of Assets to Corporation Not a Sale.”

August 14, 2017 - Barry Fowler, EA, Reveals Possible New Threat at IRS with a post to

August 14, 2017 - Bary Lisak, EA, reviews Tax Benefits for Child and Dependent Care in the Chief-Leader newspaper.

August 13, 2017 - David Mayes, EA, authored an excellent article for titled, “Common IRS notice triggers and how to handle them.” David’s article summarizes findings of the recent NAEA member survey regarding CP2000 notices. 

August 11, 2017 - posted the NAEA news release announcing the newest group of NTPI Fellows®.

August 11, 2017 - Scott Vance, EA, discusses the tax implications of divorce in an article on titled, “Ask These 5 Questions Before Signing Off on a Client's Divorce Settlement.”

August 11, 2017 - In an article for, NAEA was referenced as one of several organizations that provide oversight of tax service providers. Read IRS Private Debt Collectors Under Scrutiny: How to Protect Yourself from the IRS’ Private Debt Collection Program.

August 10, 2017 - Craig Smalley, EA, describes The Worst Advice Dealing With a Tax Issue in an article for

August 10, 2017 - Mark Olander, EA, was quoted by regarding an update to his company’s audit representation service. Read Updates Audit Defense Pro for Tax Preparers to learn more. 

August 8, 2017 - In his newest column for Bluffton Today, Ed Loughrey, EA, discusses Passwords that will protect your information. He makes a point to highlight the particular importance of passwords to tax preparers.

August 7, 2017 - Jeffrey Schneider, EA, explains to readers of why debt forgiveness can seem like a blessing to those facing financial hardship — until they see their tax bill. Read Credit Sesame Guide to Debt Settlement to learn more.

August 7, 2017 - Craig Smalley, EA, examines the question: Is the IRS Finally Leaping Into the Future? in an article for

August 6, 2017 - Crystal Stranger, EA discussed the 16 Most Important Assets That Will Increase Your Net Worth in an article published by

August 6, 2017 - The New Hampshire Union Leader announced that Janeen Sorrentino, EA, was appointed to the board of directors for the Northern New England Society of Enrolled Agents.

August 6, 2017 - The Press Democrat reported that Christine Cromwell, EA, has been elected president of the Sonoma County Executives Association.

August 5, 2017 - announced that Shan-Nel Simmons, EA, will be doing a series of three shows in August. Read “A former IRS auditor joins Anna's Journey to talk small business taxes!” to learn more. 

August 4, 2017 - Barry Lisak, EA published a column in the Chief Leader newspaper titled, Tax Tips for Self-Employed Individuals.

August 4, 2017 - A host of NAEA members were quoted in a new article for Accounting Today titled, Yelp wanted: How tax pros use the network. Read differing opinions on the subject from William Keats, EA; Laura Strombom, EA; Patrick O'Hara, EA; Nicole Green, EA; Chris Hardy, EA; Theodore Prioleau, EA; Richard Ogg, EA; and John Dundon, EA.

August 4, 2017 - Friday Burke, EA, and Bryan Lake, EA, were both interviewed for a story in the Bloomberg BNA Daily Tax Report newsletter (subscription required). The article, “Gig Workers Likely to Botch Tax Returns, Practitioners Say” reported on findings of the NAEA member survey regarding CP2000 notices.

August 4, 2017 - Craig Smalley, EA, contributed a new article to Why Dealing with State Tax Issues Boils Down to Domicile.

August 3, 2017 - posted the NAEA Awards press release, “Seven Honored With Awards at 2017 NAEA National Conference.” 

August 3, 2017 - posted the NAEA press release announcing “Survey Reveals Top Reasons Taxpayers Receive an IRS Notice for Incorrect Payment.”

August 3, 2017 - Craig Smalley, EA, cautions readers of The Tax Advisor that Reliance on tax software does not let taxpayer off the hook.

August 3, 2017 - posted an excerpt from a longer article by Barry Fowler, EA. The article, Tax Expert and Advisor Barry G. Fowler Offers Tax Tips For Disaster Related Losses, informs readers that such losses are often tax deductible if the loss is major and not covered by insurance or other reimbursement.

August 2, 2017 - A new article, Filling the time between April 18 and January, in Accounting Today urges readers to use the off-season to study for the EA credential. The article also notes interest is picking up in Congress to allow preparer regulation.

August 1, 2017 - ran a story, IRS Finalizes Increase in User Fee to Take Enrolled Agent Exam, quoting our legislative counsel, Jeff Trinca, and also quoting from our July E@lert.

July 2017

July 31, 2017 - posted the NAEA press release announcing “Survey Reveals Top Reasons Taxpayers Receive an IRS Notice for Incorrect Payment.”

July 31, 2017 - Barry Lisak, EA published a new piece in The Chief-Leader newspaper in which he explains how to Reduce Your Taxes with Miscellaneous Deductions.

July 31, 2017 - KLTV 7 News in Tyler, TX reported that Roland C. Manuel, Enrolled Agent - Introduces Tax Coaching Service and Proactive Tax Planning.

July 30, 2017 - In a new column for, David Mayes, EA, discusses net unrealized appreciation in an article titled, NUA may reduce tax on 401(k) plan company stock.

July 30, 2017 - Accounting Today published an article quoting multiple NAEA members including Aaron Blau, EA; John Dundon, EA; William Keats, EA; Chris Hardy, EA; Theodore Prioleau, EA; Richard Ogg, EA; Twila Midwood, EA; Laurie Ziegler, EA; Jeff Gentner, EA; Nicole Green, EA; Terri Ryman, EA; Jennifer Brown, EA; Frederick Reynolds; Morris Armstrong, EA; and Stephen Mead, EA. Read Funny ideas: Preparers discuss clients’ misconceptions.

July 27, 2017 - reports that State College of Florida, Manatee-Sarasota to Offer Enrolled Agent Course, Exams.

July 27, 2017 - brings us a report titled, “Tax Expert and Advisor Barry G. Fowler, EA, Talks Tax Advantages of Selling a Home.”

July 26, 2017 - John Warren, EA, was interviewed for a story in the Boston Globe regarding a software glitch that impacted the returns of Massachusetts taxpayers. Read “Over 2,000 Massachusetts taxpayers billed incorrectly due to software error.”

July 25, 2017 - In a new Bluffton Today column, Ed Loughrey, EA, explains the Statutes of limitations and the IRS.

July 24, 2017 - Bary Lisak, EA, explains Employee Business Expense Deductions in his latest column for The Chief-Leader newspaper.

July 18, 2017 - Ed Loughrey, EA, counsels readers that “the difference between tax avoidance and tax evasion is the thickness of a prison wall” in his latest column for Bluffton Today, “A case of false tax returns.”

July 18, 2017 - The San Antonio Express-News reported on an upcoming seminar in August sponsored by the Texas Society of Enrolled Agents. Read “Amarillo hosts regional tax practitioner meeting” to learn more. 

July 17, 2017 - Bary Lisak, EA, covers “Tax-Deductible Casualty-and-Theft Losses” in his latest column for The Chief-Leader newspaper.

July 17, 2017 - NAEA friend and legislative counsel, Jeff Trinca, was quoted in two new reports on the IRS price hike for the special enrollment examination. Read the Bloomberg article here: IRS Sticks With Plan to Raise Fee for Taking Enrolled Agent Exam. Read the report in Tax Notes Today here: Exam User Fee Increase Finalized Over Industry Complaints (subscription required).

July 16, 2017 - In his most recent column for, David Mayes, EA, explains some of the complications around required minimum distributions (RMDs) in “IRA distribution rules can be tricky.”

July 16, 2017 - Jassen Bowman, EA, discusses the growing need for competent tax professionals in an article for CPA Trendlines titled, “Tax Resolution: A Lucrative Opportunity.”

July 14, 2017 - Alma Scarborough, EA, authored a guest column in the St. Louis American newspaper titled, “IRS means ‘all’ when it says report ‘all’ your income.” The column should be particularly relevant to the growing ranks of taxpayers earning extra income from a side gig. 

July 12, 2017 - In her latest “Talkin’ Taxes” column for the Standard-Examiner newspaper, Tracy Bunner, EA, explains why the IRS cares whether your multilevel marketing enterprise is a business or a hobby. Read “Be wary of joining multilevel marketing businesses.”

July 12, 2017 - The Detroit Free Press is warning enrolled agents and other tax professionals of a “phishing epidemic” in an article titled, “IRS warns tax professionals: 'Don't take the bait' from scammers.”

July 11, 2017 - In this week’s Bluffton Today column, Ed Loughrey, EA, explains why the Currency Act imposed on American colonists in 1764 may have done more to spark the Revolutionary War than unfair taxes. Read “Paper money and the American Revolution.”

July 10, 2017 - Forbes spoke with Chris Hardy, EA, and Morris Armstrong, EA, for an article titled, “What To Do If You Inherit An IRA.”

July 10, 2017 - Barry Lisak, EA, answers the question, “Charitable Deductions: How Much Can You Write Off?” for The Chief-Leader newspaper.

July 6, 2017 - KLSA News 12 announced an upcoming Tax Talk Today webcast featuring Tony Frezza, EA; and Helen O'Planick, EA. The webcast, “When Taxes Get More Complicated for Individual Filers,” will take place on July 11.

July 6, 2017 - The Macomb Daily ran a column titled, “Attorney general offers tips for avoiding tax-relief scams” in which they urge readers to “consult the IRS Directory of Federal Tax Preparers with Credentials and Select Qualifications to find an enrolled agent with authority to negotiate with the IRS.”

July 5, 2017 - The Daily Herald interviewed Steven Heeley, EA, to help answer the question, “What would a state income tax hike cost you?”

July 4, 2017 - Jassen Bowman, EA, describes “4 Problems with the Tax Resolution Industry” for

July 2, 2017 - David Mayes, EA, shares another column with readers of comparing the tax benefits of two popular retirement programs in “Roth IRAs and 401(k)s, similar but not equal.”

July 1, 2017 - Abby Eisenkraft, EA, was quoted liberally by in an article titled, “Surviving an IRS Audit.”

June 2017

June 30, 2017 - In his weekly Bluffton Today column, Ed Loughrey, EA, warns readers of multiple scams used on travelers in “Watching your wallet on vacation.”

June 30, 2017 - Accounting Today interviewed Anthony Santullo, EA, for an article titled “Preparers chime in on recent PTIN ruling.”

June 30, 2017 - Bary Lisak, EA, wrote a column for The Chief-Leader newspaper titled “What Interest Payments are Tax-Deductible?”

June 30, 2017 - Craig Smalley, EA, wrote an interesting article for titled, “The Current State of Cannabis Business.”

June 29, 2017 - urges readers to contact a professional society like the National Association of Enrolled Agents “if you are seeking assistance in getting a tax resolution professional who can work with you locally.” The article is titled, “How Can I Get Help With an IRS Levy?”

June 28, 2017 - In her latest, “Talkin’ Taxes” column for the Standard Examiner, Tracey Bunner, EA, explains how taxes are computed on inherited property.

June 28, 2017 - Chris Hardy, EA, explains how he’s using a Health Savings Account as a possible long-term care solution for him and his wife in a Forbes article titled, “Supercharge Your Nest Egg With A Health Savings Account.”

June 27, 2017 - James Harnsberger, EA, comments on the launch of a new training program for tax professionals who want to help businesses take advantage of tax benefits associated with investment in solar projects. Read the press release. 

June 27, 2017 - Jeffrey Schneider, EA; Terri Ryman, EA; Phyllis Jo Kubey, EA; Twila Midwood, EA; John Dundon, EA; and Manasa Nadig, EA, shared their biggest marketing goofs in a new article for titled, “Pitches and glitches: Tax preparers discuss marketing goofs.”

June 26, 2017 - Barry Lisak, EA, provides “An Overview of Deductible Taxes” for The Chief-Leader newspaper.

June 23, 2017 - A new Forbes article quotes Leonard Steinberg, EA, on how to “Funnel More Into Your 401(k) And IRA With Catch-Ups.”

June 22, 2017 - Vid Ponnapalli, EA, offers practical tips to seniors in a Kiplinger’s article titled, “How Retirees Can Tackle Longevity Risk.”

June 21, 2017 - interviewed Steven Weil, EA, for his insights on “11 Facts You Should Know About the Federal Estate Tax.”

June 21, 2017 - Government Executive magazine published an article titled, “IRS Shuts Down, Then Restores, Tax Preparer I.D. Registration.” The article quoted the June 21 email alert sent by NAEA to its members in which we shared the news about the PTIN system being restored.

June 20, 2017 - Edward Loughrey, EA, shares the latest telephone threats employed by scammers posing as IRS agents in “Be aware of summer scams,” Ed’s latest column for Bluffton Today.

June 19, 2017 - Barry Lisak, EA, talks about “Maximizing Your Medical Tax Deductions” in The Chief-Leader newspaper.

June 19, 2017 - “Tax Expert and Advisor Barry G. Fowler, EA Talks to Taxpayers Who Haven't Filed Yet,” via Spoiler Alert! He recommends they get professional help to sort things out ASAP. 

June 18, 2017 - David Mayes, EA, talks about helping parents plan for their children’s college expenses in a column for titled, “College savings top of mind as school year ends.”

June 18, 2017 - The Motley Fool published a new article, “3 Smart Tax Moves,” in which they urge people to “Consider hiring an ‘Enrolled Agent,’ a professional licensed by the IRS who is authorized to represent you before the IRS if need be. You might find one through the National Association of Enrolled Agents website.”

June 17, 2017 - The Times Union reports Roland Manuel, EA, added a Tax Coaching Service with Proactive Tax Planning to his firm’s services.

June 17, 2017 - A new article in offers “3 Tips for Finding Your Financial Footing Before Launching a Business.” The article urges entrepreneurs to hire a tax professional and explains circumstances where one might consider hiring an enrolled agent versus a CPA.

June 16, 2017 - Jeff Schneider, EA, talks with Kiplinger’s about “What Kids Starting Jobs Should Know About Taxes.”

June 13, 2017 - Tom Bentley, EA, of Bentley Tax Consulting announced a merger with another local tax specialist in Colorado to create an integrated firm that offers a range of services related to resolving tax debt.

June 13, 2017 - Jean Nelsen, EA, and Laurie Ziegler, EA, are joining a panel of experts for the June 13 Tax Talk Today webcast titled, “Getting More Small Business Clients? A Small Business Tax Primer May Be in Order.” A press release announcing the webcast was posted to roughly 100 news websites.

June 13, 2017 - Multiple NAEA members stepped up and offered comments for an Accounting Today article titled, “Preparers list their biggest do-overs from last season.” Our sincere thanks to Jeff Genter, EA; John Dundon, EA; Jeffrey Schneider, EA; Morris Armstrong, EA; Phyllis Jo Kubey, EA; Twila Midwood, EA; Manasa Nadig, EA; and Terri L. Ryman, EA.

June 13, 2017 - Jeffrey Schneider, EA, offers a quick way to determine if a taxpayer must pay taxes on Social Security benefits in an article for titled, “The Pros and Cons of Taking Social Security Early.”

June 13, 2017 - A new Bluffton Today column by Edward Loughrey, EA, warns taxpayers that “Tax strategy an ongoing venture,” not something you should wait until next year to start thinking about.

June 12, 2017 - Craig Smalley, EA, contributed a column to in which he suggests, “PTINs Were Not the Problem – it Was the User Fees.”

June 12, 2017 - TALK BUSINESS 360 TV sat down with Lonnie L. Gary, EA, USTCP, to discuss the enrolled agent profession and the value of hiring one of America’s Tax Experts! 

June 12, 2017 - Barry Lisak, EA, shares “Mid-Year Tax Tips to Start Planning for 2017” with The Chief-Leader newspaper.

June 11, 2017 - Florida Today announced Twila Midwood, EA, was installed as director to the 2017/2018 National Association of Enrolled Agents board of directors.

June 8, 2017 - share tips from Abby Eisenkraft, EA, on problems that arise when individuals fail to disclose hidden tax problems to their spouse-to-be. Check out “June Brides and Grooms: Don't Marry an IRS Nightmare.”

June 8, 2017 - Craig Smalley, EA, discusses “Estate planning for blended families” in the Tax Adviser newsletter. 

June 7, 2017 - Craig Smalley, EA, contributed a nice quote in a Forbes story titled, “Considering A Nomadic Lifestyle? Don't Plan On Deducting Moving Costs.”

June 6, 2017 - The following NAEA members provided expert commentary for a report in Accounting Today titled, “Preparers sound off on Congress' IRS budget, priorities:” Twila Midwood, EA; Morris Armstrong, EA; John Dundon, EA; Jeff Gentner, EA; Phyllis Jo Kubey, EA; and Terri L. Ryman, EA.

June 6, 2017 - Craig Smalley, EA, discusses “How to Help Cannabis Doctors Rake in Tax Savings” in a column for 

June 6, 2017 - The Standard-Examiner published another “Talkin’ Taxes” column by Tracy Bunner, EA. This column explains what to do when “Receiving a refund in error.” 

June 5, 2017 - Craig Smalley, EA, wrote a column for CPA Practice Advisor that explores thorny issues that can arise in “The Tax Advice That We Give to Our Clients.” 

June 5, 2017 - The Chief-Leader newspaper published an article by Barry Lisak, EA, titled, “Your First Job: Tax Tips for Teens.”

June 4, 2017 - David Mayes, EA, offers tips for “Combating elder financial abuse” in

June 2, 2017 - The Katy News reports on the upcoming 2017 Regional Tax Practitioner Meeting In Houston, a webinar organized by the Texas Society of Enrolled Agents among others. IRS speakers from Collection, Exam, Appeals, Criminal Investigation, Taxpayer Advocate Service and the Treasury Inspector General for Tax Administration will participate in a panel discussion.  

May 2017

05/31/2017 - ran a column by Craig W. Smalley, EA, in which he explains “Why I Ignore IRS Private Letter Rulings.”

05/31/2017 - Craig W. Smalley, EA was quoted in a Forbes article titled, “Can Digital Nomads Take A Tax Deduction For Moving Expenses?”

05/30/2017 - Edward Loughrey, EA, answers the question, “What is a viatical settlement?” in his weekly column for Bluffton Today.

05/25/2017 - Accounting Today posted a summary and slideshow titled, “The biggest issues of 2017 for tax pros,” highlighting recent government relations activities of NAEA and other tax groups.

05/25/2017 - CPA Practice Advisor announced an upcoming webinar, “Implementing Technology to Maximize Staff Flexibility, Efficiency and Productivity for True Work/Life Integration - A Live Case Study,” featuring Julie Lepper, EA.

05/24/2017 - NAEA Executive Vice President Cedric Calhoun was quoted by regarding the paid preparer oversight provision in President Trump’s newly released budget proposal. Check out “White House Defends Budget’s Assumptions on Growth, Tax Reform” to read Cedric’s comments.

05/24/2017 - Crystal Stranger, EA,shares tips on “How to Grow Your Net Worth to $1 Million” in

05/23/2017 - In an article for Forbes titled “Three Tax Notes on the Trump Budget,” Ryan Ellis, EA, argues that federal oversight of tax return preparers is a bad idea. He goes on to assert that NAEA and organizations like it support this type of regulation because “it would drive non-member tax preparers out the business, allowing EAs and CPAs to raise their fees.” Mr. Eillis, an NAEA member since 2007, is certainly entitled to his opinion, however cynical it may be. Our view is that establishing minimum federal standards for unenrolled preparers protects taxpayers from incompetent and dishonest tax return preparers while saving the government hundreds of millions of dollars in fraudulent refund payments.

05/23/2017 - Craig Smalley, EA, examines how to use a family limited partnership to protect assets in an article for CPA Practice Advisor titled, “Transfer to Limited Partnership Included in Taxable Estate.”

05/23/2017 - In his weekly Bluffton Today column, Edward Loughrey, EA, examines “Weird state and foreign taxes.”

05/19/2017 - KLFY News reported the Southern University System Board of Supervisors has approved the addition of a certificate of technical studies in enrolled agent at Baton Rouge Community College. The article, “New degree programs headed your way,” references NAEA and explains what an EA is.

05/19/2017 - TaxProToday reported on NAEA’s Capitol Hill Fly-In in an article titled, “Tax pros descend on Capitol Hill.”

05/18/2017 - A new article from U.S. News & World Report urges people who want to know “How to Assemble Your Financial A-Team” to consider hiring an enrolled agent. The article explains the term EA and includes a link to

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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