NAEA Member Discounts

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2024 – 2025 Board of Directors

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FAQ

…Financial Planner (CFP) Board CE/CPE. Detailed information can be found on the education webpage or on the NAEA certificate. If you have questions, regarding the CE Hours and the certifying agency requirements, contact the NAEA education team via email at education@naea.org. Topic: How to purchase and access NAEA education and events Follow these handy instructions to purchase content on the NAEA Continuing Education Portal. To request refunds, contact the NAEA education team via email education@naea.org. An NAEA education team member…

2024 Tax Summit

Registration is Open for NAEA’s 2024 Tax Summit Join the NAEA community of enrolled agents for the 2024 Tax Summit at JW Marriott Orlando Bonnet Creek Resort and Spa from July 14 to 17, 2024! Immerse yourself in this four-day, in-person summit focusing on the latest in IRS representation, tax preparation, and practice management. Seize the opportunity to network with thought leaders, experts, and tax vendors at the only tax education event tailored exclusively for enrolled agents. Ticket Options NTPI…

NAEA Discount Program

NAEA Store Grab your NAEA swag and show your EA pride by shopping our company store. From messenger bags and drinkware to dress and casual shirts, we’ve got it all here. Member Discounts Take advantage of discounts that can save you money! Simply sign in to view the full member discounts. Access Discounts Not a member? You must be registered to receive exclusive discounts. Explore the membership levels that best suits your needs. Join NAEA The American Board of Forensic…

Terms & Conditions

…Data Data, information or other content uploaded directly to, or provided to the NAEA to place on, the Site by you (“User Submitted Data”) shall be and remain your property (as between you and the NAEA). All other information gathered or provided by NAEA (including, without limitation usage information and analysis based on User Submitted Data) shall be and remain the property of the NAEA (“Site Use Data”). The NAEA will retain possession of, and make use of, copies of…

Special Topics Workshop

…4 CE + 1 NAEA CPE Running a Tax Practice in the Digital Age (sponsored by Pacesetter Tax) Estates for Beginners Trust Basics 12:00 P.M. – 1:00 P.M. PT Lunch 1:00 P.M. – 5:00 P.M. PT Education Sessions: Practice Management – 4 NAEA CPE Clever Strategies to Reduce/Eliminate CP 2000 Notices Practice Preservation Practical Guide to Writing YOUR Data Security Plan Continuing Education NAEA is registered with the following organizations to offer continuing education credit (CE). This course qualifies for…

Eight Honored with Awards at 2018 NAEA National Conference

NAEA’s Code of Conduct Policy

…to acquaint yourself with these important guidelines. If you have questions, contact NAEA at membership@naea.org. Virtual Code of Conduct This policy applies to all NAEA social media platforms and virtual events, including those sponsored by organizations and/or partners other than NAEA but held in conjunction with NAEA events, on public or private platforms. All participants, including, but not limited to, attendees, speakers, committee members, partners, exhibitors, NAEA team members, member benefit providers, and all others are expected to abide by…

Tax Practice Management