…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…

…Agreements 1 Level 1 Tanya Baber, EA, CTRS June 16, 2021 2:00 PM – 4:00 PM ET Intro to Exam 2 Level 1 Alan Pinck, EA June 17, 2021 1:00 PM – 3:00 PM ET Financial Analysis Process (Form 433) 2 Level 1 Clarice Landreth, EA 3:00 PM – 5:00 PM ET Ethics (Level 1) – 2021-Selecting Engagements 2 Level 1 Thomas Gorczynski, EA, USTCP June 22, 2021 RESCHEDULED: August 5, 2021 Managing Confidential Client Data 2 Level 1 David…

…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…

…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….

…even more. We believe that ensuring the future of the industry is strong. And, that starts 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….

…attendees were invited to participate in a virtual social hour to celebrate with the board of directors and new graduates. To learn more about NAEA leadership, visit https://naea.org/about-naea/governance/. To learn more about the National Tax Practice Institute, visit https://naea.org/careers-learning/ntpi/. About the National Association of Enrolled Agents The National Association of Enrolled Agents (NAEA) has been powering enrolled agents, America’s tax experts® for nearly 50 years and is the only professional association dedicated to EAs. NAEA is a non-profit membership organization…