Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Advanced Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Clarice Landreth, EA, is a National Tax Practice Institute™ (NTPI®) Fellow, class of 2013. She is the training and development specialist at Omni Financial in Broomfield, Colorado. Clarice has over 15 years of experience…

…to practice before the Internal Revenue Service and recognized as an enrolled agent may use the abbreviation “E.A.”.” NAEA Associate Director of Government Relations Justin Edwards reached out to AICPA’s State Regulation and Legislation team to obtain clarification on the proposed strikethrough. NAEA reminded AICPA that the PATH Act (and the Enrolled Agents Credential Act) allows for all enrolled agents in good standing to hold forth their EA credential in all 50 states. AICPA passed our concerns on to the…

On January 9, 2018, IRS informed tax practitioners and tax industry partners of a January 3 policy change to Internal Revenue Manual (IRM) Section 21.1.3.3, “Third Party (POA/TIA/F706) Authentication.” The stated purpose of this section of the IRM is to provide appropriate research and procedural instructions for IRS customer service representatives (CSRs) to verify the identities of taxpayer representatives who indicate they have a third-party authorization for a taxpayer on file with the IRS. In practice, the IRM update requires…

…and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take continuing professional education. Like attorneys and certified public accountants, enrolled agents are governed by Treasury Circular 230 in their practice before IRS. Since its founding in 1972, NAEA has been the enrolled agents’ primary advocate before Congress and IRS. NAEA has affiliates and chapters in 42 states. For additional information about NAEA, please go to our website at www.naea.org. http://www.house.gov/jct/x-29-07.pdf…

…that the information of all applicants for enrollment to practice is automatically disclosed. Last August, NAEA wrote OPR Director Michael Chesman to request that the checkbox be added back to Form 2587. In private conversations, Mr. Chesman has voiced no opposition to the change. Further, senior Prometric officials have also indicated that it would be easy to add the check box to the electronic form. For the reasons mentioned above, I was surprised to learn of the Service’s decision not…

…and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take continuing professional education. Like attorneys and certified public accountants, enrolled agents are governed by Treasury Circular 230 in their practice before IRS. Since its founding in 1972, NAEA has been the enrolled agents’ primary advocate before Congress and IRS. NAEA has affiliates and chapters in 42 states. For additional information about NAEA, please go to our website at www.naea.org. 1http://www.house.gov/jct/x-29-07.pdf…