May 19, 2017
PARTNERS & ADVERTISERS: Please enjoy this special non-member edition of our weekly e-newsletter. Last week, NAEA members volunteered their time and energy to attend the Fly-in Day, exchange with state affiliate presidents at the APEX Meeting, and support their newly elected Board of Directors. Forbes already covered the Fly-In. Also check out this Fly-in Twitter Moment with participant photos and consider supporting next year!
TAX ADMINISTRATION NEWS taxadministrationnews
EAs on Capitol Hill Discuss Tax Policy with Congressional Representatives
On May 17, nearly 100 enrolled agents from 33 states visited the offices of roughly 155 Congressional lawmakers or their staff on Capitol Hill to discuss important issues affecting both taxpayers and tax practitioners as part of the ninth annual NAEA Fly-in Day. Enrolled Agents voiced their concerns on three important issues: tax reform, IRS reform, IRS Future State online practitioner accounts and the  Electronic Signature Standards Act (S. 1074) . NAEA's recent collaborative efforts with eight other tax practitioner groups served as a springboard for part of these discussions on reforming and modernizing the IRS. A number of NAEA members' elected representatives serve on the congressional tax writing committees. 
Both first-time (about a third) and returning Fly-in participants who were interviewed on Wednesday were thrilled with their experience and eager to return to Washington next year. NAEA Associate Director of Government Relations Justin Edwards implied the larger purpose of the day, stating: "While I admire IRS efforts to build a responsive 21st Century tax administration system, those efforts must incorporate the needs of both taxpayers and tax professionals." The day began with a breakfast featuring Rep. Vern Buchanan (R-FL), chair of the House Ways and Means Oversight Subcommittee, followed by meetings in multiple House and Senate offices. The day concluded with a celebratory reception featuring Rep. Terri Sewell (D-AL) from the House Committee on Ways and Means. The next day, Fly-in and May Meetings attendees were honored to host and hear from key speakers from IRS' Communications and Liaison Division (C&L) during NAEA's Board Installation Dinner. Key speakers included Mel Hardy, Director, Office of National Public Liaison, and Leonard Oursler, Director of Legislative Affairs.  
Stay tuned for next week when we share a photo gallery and video with footage and participant testimonials from the Fly-in.


It's a Hot Week on Ways and Means Committee, and They're Talking Tax Reform

For some EAs, it didn't end with the Fly-in! Several woke up early May 18 to attend the Ways and Means Hearing on How Tax Reform Will Grow Our Economy and Create Jobs that Rep. Sewell had mentioned in her speech. Then today, NAEA Legislative Counsel Jeff Trinca attended the  Ways and Means Hearing with the National Taxpayer Advocate, Nina Olson.

PUBLIC AWARENESS publicawareness
NAEA EAs in the News

Forbes ran a full recap of the NAEA Fly-In, complete with a photo of Jeff Gentner, EA, a quote from Kerry Freeman, EA, as well as quotes from NAEA's own Cedric Calhoun and Justin Edwards. A very big deal! Thanks to the fast-thinking collaboration between Board Director Jerry Gaddis, EA, NAEA's Sr. Manager of Public Relations John Michaels, and Forbes writer Kelly Phillips Erb. Please read "Tax Professionals Take Taxpayer Concerns To Congress."


Craig W. Smalley, EA, authored several articles this week, two in CPA Practice Advisor alone - "How to Remove Assets from a Taxable Estate" and "The Big Lie About S-Corporations." For, he makes a compelling case for "Why Enrolled Agents and CPAs Should Not Quarrel with One Another" and in a separate article, poses the question "Is the IRS Right to Increase User Fees?"

In her "Talking Taxes" column for the Standard Examiner, Tracy Bunner, EA, asserts "These are the top reasons taxpayers owed the IRS."
A new Motley Fool column offers "7 Ways to Get a Bigger Tax Refund." The column, also picked up by, urges readers to "consider hiring an 'Enrolled Agent,' a tax pro licensed by the IRS who is authorized to represent you before the IRS if need be. You can find one through the National Association of Enrolled Agents."
A new article from U.S. News & World Report urges people who want to know "How to Assemble Your Financial A-Team" to consider hiring an enrolled agent. The article explains the term EA and includes a link to
Educating America Booth Goes to Austin, TX for the TACTYC Conference
To generate interest in offering EA education programs, Debbie Cope, EA, and Joy Hudman, EA, are running the Educating America booth at the Teachers of Accounting at Two Year Colleges (TACTYC) 2017 Conference. The booth has been run at TACTYC before with positive, tangible results. Some new lead generation strategies were employed this time, including a booth raffle sponsored by Gleim. We didn't hear from Debbie and Joy before deadline, but we look forward to sharing a full report next week!
Also reported in the news this week regarding tax education was this.  KLFY News reported on "New degree programs headed your way." At the close of the article, the reporter mentions that Southern University System Board of Supervisors has approved the addition of a certificate of technical studies in enrolled agent at Baton Rouge Community College. It also mentions  NAEA and explains what an EA is.
A Summary of Tax Season Media Coverage Wins
This infographic about tax season media coverage was shared at today's Board meeting, one part of the increasing media wins that members and staff are facilitating and making happen.
Everything But the Kitchen Sink
This section will return in two weeks.
"Democracy is the most demanding of all forms of government in terms of the energy, imagination, and public spirit required of the individual."
- George C. Marshall, Jr. (1880-1959), American statesman, soldier and former Secretary of Defense

ASSOCIATION NEWS associationnews
Join Us In Welcoming Your New Board of Directors

We are thrilled to present for the first time NAEA's 2017-2018 Board of Directors, newly installed at the Board Installation Dinner in Crystal City last night (the event was live streamed and posted on Facebook for the first time ever, with 700+ realtime viewers). Prior to their installation, the Board and a full room of dinner attendees were addressed by Mel Hardy, Director, Office of National Public Liaison, and Leonard Oursler, Director of Legislative Affairs of the IRS, who spoke frankly about IRS challenges, entertained questions, and also stayed for the installation ceremony. The immediate past president, Richard Reedman, EA, USTCP, bestowed the outgoing President's Awards upon David Tolleth, EA, PhD, and Nancy Lyman, EA. He then passed the gavel to new President James Adelman, EA. President Adelman emphasized how far the enrolled agent profession has come since he first joined NAEA, how known and respected it has become thanks to NAEAs efforts. "That's change, big change." He also thanked the new Board and those present for their faith in him.

Also sworn in were: Jean Nelsen, EA, as President-Elect; Angela Radic, EA, as Secretary; Timothy Dilworth, EA, CPA, as Treasurer; and Chris Hardy, EA, Twila Midwood, EA, Joyce Mohr, EA, and Don Rosenberg, EA, as Board Directors. Your new NAEA Board is below.  Please give them your best welcome and help support them for the duration of their term. We expect grEAt things from them!


Front row, L to R: Timothy Dilworth, EA, CPA; Melissa Longmuir, EA; Jean Nelsen, EA; Joyce Mohr, EA; Don Rosenberg, EA; Jeffrey Schneider, EA; Jerry Gaddis, EA; Back row, L to R: Richard Reedman, EA, USTCP; Chris Hardy, EA; Patricia Kappen, EA; James Adelman, EA; Angela Radic, EA; Twila Midwood, EA; and Michael Fioritto, EA, CPA; not pictured, Andy Stadler, EA


A Successful Presidents Exchange

The Affiliate Presidents Exchange (APEX) Meeting was held on March 18, 2017 with 45 participants. Twice each year, NAEA hosts the meeting to bring together state affiliate leaders from across the country. The meeting provides a forum to exchange ideas and connect with other EA leaders who share similar challenges. It also gives NAEA an opportunity to set strategic priorities that have an impact across all states. We thank all the participants and presenters for making it such a productive day. Don't forget "the asks" that you agreed to in moving NAEA's agenda forward! We thank APEX Meeting sponsors Calsurance, Thomson Reuters, and Wolters Kluwer for their support. 



National Conference Scholarship Applications Available!
Please don't let the price deter you from attending the top educational event of the year for enrolled agents! Scholarships to the National Conference are available through the NAEA Education Foundation. The application deadline is Friday, June 2. This year's National Conference is July 31-August 3 at the luxurious Cosmopolitan of Las Vegas. Find more information and apply online  today!
From Our Sponsors and Advertisers fromsponsors
As an NAEA member benefit, Paychex is sharing two cards, 2017 Federal Key Facts & Figures and 2017 Depreciation Key Facts & Figures. Celebrating a 10-year partnership! 
CSEA Super Seminar

Register now for the California Society of Enrolled Agents Super Seminar in Reno, NV, June 28-30. Earn up to 25 hours of CE in just three days. New for 2017: free professional headshot photos - a $250 value! Presented by the California Society of Enrolled Agents (CSEA).

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