Surgent and NAEA Team Up to Offer Pathway to EA™ Program

…specialists licensed by the U.S. Treasury Department. NAEA provides the networking, educational opportunities, programs, and services that enable enrolled agents and other tax professionals to excel beyond their peers. Enrolled agents are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. To find out more, visit www.naea.org and follow NAEA on Facebook and Twitter.   About Surgent Surgent Professional Education has a 30-year history of leadership in…

NAEA Launches Path LMS for Online Learning Platform

…online courses. Improve skills and competencies, performance, and productivity. Use career and leadership development learning libraries. Take advantage of easier registration, course tracking, course description, and reporting features. To register, please visit http://www.pathlms.com/naea or contact: Lauren Nilssen, Senior Manager of Education and Events or Cynthia Perez, Virtual Learning Manager National Association of Enrolled Agents 1730 Rhode Island Avenue, NW, Suite 400 Washington, DC, 20036, United States Office: 202-822-6232 ### About the National Association of Enrolled Agents The National Association of…

NAEA Sends Comments to IRS on NAEA’s Top Tax Reform Implementation Guidance Recommendations

…tax practitioner and tax industry stakeholders, NAEA’s top three tax reform implementation recommendations affecting a broad scope of individual taxpayers included the following: allocation of the $10,000 state and local property and income tax cap; mortgage interest changes; and meal and entertainment costs. NAEA Executive Vice President Robert Kerr presented NAEA’s priorities in a meeting with IRS senior leadership and followed up with a letter to IRS Acting Commissioner David Kautter. NAEA’s comments can be found in the letter here….

NAEA Letter to David Williams Regarding Basic Competency Test Deadline

…IRS’ clear and long-articulated plan to retire provisional PTINs on December 31, 2013. We have long supported return preparer oversight in general and, more particularly, your administration of the new program and leadership of the Return Preparer Office (RPO). To that end, we follow closely your public statements with respect to the program’s direction and its requirements. Within the past few months we have caught a general theme—namely that a significant number of provisional PTIN holders have not taken the…

NAEA Testimony Before IRS Oversight Board Public Meeting on February 28, 2012

…success in this environment, however, is creating an environment in which the proper issues are selected for correspondence audits and in which taxpayers are assured that well-trained and well-supported IRS staff is able to manage the inevitable incoming correspondence. I thank you for the opportunity to address the Oversight Board and for your interest in this issue. We look forward to assisting the Board as well as IRS leadership as you continue your efforts to improve America’s tax administration system….

About NAEA

…by encouraging tax professionals to build their leadership skills as well as take every opportunity that can help enhance their career path. Learn more about what an enrolled agent does and how you can become one. Your future is looking bright ahead. NAEA is highly committed to championing diversity and inclusion within the tax preparation industry as well as our own organization and membership. Discover career advice, tools to aid your success and professional development opportunities, as well as a…

Member Center

…and messaging service. Prepare for the EA Exam with Surgent EA Review, an adaptive review course that customizes study material to your knowledge of exam content, and lets you know when you’re ready to pass. Keep up to date with weekly and bimonthly publications from EA Journal to E@lert, for the latest news and developments in the tax profession. 2020 Leadership Summit Washington, DC Decedent Estate and Final 1040 2:00 PM EST Consideration for Single Member LLCs Owned by Non-Resident…

News

Press Release: NAEA Announces Appointment of Megan M. Killian as Executive Vice President January 6, 2021 NAEA Announces 2021-2022 Board of Directors Election Results December 23, 2020 National Association of Enrolled Agents Installs 2020-2021 Board of Directors An Important Message from NAEA Executive Vice President NAEA 2020 Leadership Summit – Coronavirus (COVID-19) Update New Survey Reveals Taxpayers Did Not Adjust Their Withholding Before 2020 Filing Season NAEA Member WebBoard: Scheduled Maintenance on February 21 Tax Strategies for Optimizing Charitable Donations…

Executive Vice President

…also the liaison to the Foundation’s Diversity, Equity, and Inclusion Advisory Board. Megan earned a bachelor’s degree from Cedar Crest College in Allentown, Pa. She is a member of the American Society of Association Executives and was awarded the certified association executive (CAE) credential in 2008. She is also a 2013 graduate of the U.S. Chamber of Commerce Institute of Organizational Management. Megan also completed the Women’s Executive Leadership Program at the University of Pennsylvania’s Wharton School of Executive Education….

Engage

…EA Journal. Questions? Email jjulien@naea.org. Share your story — Share your story about what your organization is doing (approx. 500 words) or contribute a short article about tax industry issues related to leadership, management, and more. Interested? Contact jjulien@naea.org. SUPPORT Recruit a member – Help grow and support the association community while letting your colleagues know about the great resources NAEA has to offer. Donate – Contribute to the future of the enrolled agent profession by supporting the Education Foundation….