…Inclusion (DEI)? Diversity, Equity & Inclusion (DEI) encompasses the symbiotic relationship, philosophy and culture of acknowledging, embracing, supporting, and accepting those of all racial, sexual, gender, religious and socioeconomic backgrounds, among other differentiators. Planning With Intention We are developing resources for your professional awareness for members and resources to help apply DEI efforts to your practice. Leadership Reflection Creating a diverse leadership through recruitment and review of volunteer efforts. Welcoming Community DEI Group to welcome to Member Webboard How To…

…it better coordinate with Treasury IG for Tax Administration; and properly compensating top management. Workforce reform should focus on the agency’s culture and leadership. To that end, IRS needs to have a dialog centered on its values and its approach to providing top-quality service to the public. The agency cannot provide excellent customer service if it cannot train and develop its staff and secure the right leadership. To ensure an adequate level of funding, and to hold the Service responsible…

Meet the DEI Committee Members The Diversity, Equity, and Inclusion Committee supports NAEA in efforts that increase diversity and inclusion awareness among NAEA leadership and its members.   Nayo Carter-Gray EA (She/Her) Meet Nayo Carter- Gray. Making Accounting a Little Less Taxing ® for small business owners is Nayo’s goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie Nayo decided a virtual accounting practice was the best way to experience her love of travel and still…

…City at Reagan National Airport during Leadership Summit. Space is limited for this opportunity, so please register to participate by Friday, March 27, 2020 for consideration and await registration confirmation before making travel arrangements. Event Registration Cancellation On March 27, 2020, NAEA announced the cancellation of all Leadership Summit events, including APEX in light of the coronavirus pandemic. Please read NAEA Executive Vice President’s statement here. Archived Conference Materials APEX Archive offers all types of materials such as presentations and…

…subject to background checks and ongoing continuing education/ethics requirements. The Internal Revenue Service, for better or worse, touches more U.S. citizens than any other federal department or agency. It is the face of the federal government for most citizens. Increasingly, EAs, who are the frontline representatives of taxpayers at every level of the tax administrative system, are expressing the view that the quality of taxpayer and practitioner service within IRS has deteriorated to an unacceptable level over the last decade….

…note: these are in draft form and may be subject to change based on member feedback, emerging information, and outcomes of board decisions. Timeline of Proposed Changes Frequently Asked Questions NAEA members who are active enrolled agents will still have to meet the IRS continuing education requirements. They will still be required to get 72 hours of CE every three years, with a minimum of 16 hours per year, and two credits of ethics each year. The current affiliate structure…

…the AICPA, we’ve been an essential partner in IRS Nationwide Tax Forums. Offered multiple times per year, these three-day events feature the latest insight from IRS leadership as well as tax law, compliance, and ethics experts. We are also active in the Coalition for Affordable Accounting, an initiative created to protect the rights of non-CPAs to practice during the UAA revision. Read the latest in-depth analysis with NAEA’s white papers on issues impacting the tax profession. NAEA leaders are often…

…L1.07.21 – Intro to Exam And L1.10.21 – Financial Analysis Process (Form 433) 4 Ethics (Level 1) 2 L1.11.21 – Ethics (Level 1) – 2021-Selecting Engagements 2 Tax Research & Resources 2 L1.12.21 – Managing Confidential Client Data 2 Capstone Course + Case Study: IRS Dirty Dozen 2 L1.13.21 – Capstone Course (Level 1) 2 Total CE 25 24 2020 NTPI Level 3 If you started Level 3 at the 2020 EA Digital Forum and Representation Academy and did not…

…is live virtual NTPI Level 1 in the month of June, NTPI Level 2 in the month of July, and Tax Summer School in the month of August. Each track has 12-13 webinars spread over the course of the month. PRICING AND REGISTRATION Take your tax prep game to the next level Gain insight from the industry’s finest – and earn up to 22 CE (including 2 hours of Ethics) at a bundled rate. Rate Member Nonmember Regular May 26…