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 Level 1 Ticket
    • Includes all sessions of NTPI Level 1, keynotes, receptions, meals, and the closing session. Optional additions include lunch and learns, annual meeting, and add on activities.
  • Tax Track Ticket
    •  Includes all tax track sessions, keynotes, the welcome reception, meals, and the closing session. Optional additions include lunch and learns, annual meeting, and add on activities. 

Early Bird

ends Apr. 30

Regular

ends Jul. 7

Late

ends Jul. 17

MEMBER

$900.00

$1,000.00

ends Oct. 20

$1,200.00

NONMEMBER

$1,200.00

$1,300.00

$1,500.00

  • Spouse/Guest Ticket: $750
    • Includes access to all of the conference without any CE.
  • Daily Ticket: Includes access to Tax Track Education sessions only and the CE attached with them, meals, Expo Hall, Lunch and Learn, and receptions hosted that day. 
    •   Sunday: $250
    •  Monday: $450
    • Tuesday: $450
    • Wednesday: $250
  • Materials Book: $200
    • Coursebook will be picked up onsite at registration.
  • NTPI Level 1 ticket *Live Stream*: $720 for NAEA members | $1200 nonmembers
    • Includes all sessions of NTPI Level 1 only. Materials will be sent digitally through the CE Portal. 

NAEA Cancellation Policy

If an attendee registers for a conference or virtual learning conference and is unable to attend the event, the request for refund must be received (by NAEA) in writing to the Education Department staff. It will be approved on a case-by-case basis. Requests should be sent to  education@naea.org  If the refund is approved by Education Department staff, then the purchase will be refunded by the original payment method.  The last day to receive a full refund is June 28, 2024. Beginning on June 29, if you are unable to attend in person, you may switch to the On-demand option and receive a refund for the difference less an administration fee of $50. Rollovers are not allowed at this time.

Contact education@naea.org or 202-822-6232 with any questions.

Sunday, July 14th

9:00 am – 10:00 am

New Member Breakfast – Invitation Only

11:00 am – 6:00 pm

Early Registration/Helpdesk – Get in before the lines!

1:00 pm – 2:40 pm

Tax Track: Session #1 – 2 CE

NTPI LEVEL 1: Session #1 – 2 CE

3:00 pm – 4:40 pm

Tax Track: Session #2 – 2 CE

NTPI LEVEL 1: Session #2 – 2 CE

5:00 pm – 6:00 pm

Keynote

6:00 pm – 7:00 pm

Welcome Reception

Monday, July 15th

8:00 am – 5:00 pm

Registration / Helpdesk Open

9:30 am – 7:00 pm

Exhibit Hall Open

8:00 am – 6:00 pm

Taxpayer Advocate Problem-Solving Sessions

7:00 am – 8:00 am

Breakfast

8:00 am – 9:40 am

Tax Track & NTPI: Session #3 Ethics

9:40 am – 10:20 am

Sponsor Networking Break

10:20 am – 12:00 pm

Tax Track Session #4: Tax Track – 2 CE

NTPI LEVEL 1 Session #4 – 2 CE

12:00 pm – 1:00 pm

Lunch and Learn Sponsored by Ignition

12:00 pm – 1:00 pm

Lunch and Learn Sponsored by TaxAct

1:00 pm – 2:40 pm

Education Session #5: Tax Track – 2 CE

NTPI LEVEL 1 Session #5 – 2 CE

2:40 pm – 3:20 pm

Sponsor Networking Break

3:20 pm – 5:00 pm

Education Session #6: Tax Track – 2 CE

NTPI LEVEL 1 Session #6 – 2 CE

5:00 pm – 6:00 pm

Annual Meeting

6:00 pm – 7:00 pm

Putting Green Challenge Reception

Tuesday, July 16th

8:00 am – 3:30 pm

Exhibit Hall Open

8:00 am – 5:00 pm

Registration / Help Desk Open

8:00 am – 6:00 pm

Taxpayer Advocate Problem Solving Sessions

7:00 am – 8:00 am

Breakfast

8:00 am – 9:40 am

Tax Track Session #7: Tax Track – 2 CE

NTPI LEVEL 1 Session #7 – 2 CE

9:40 am – 10:20 am

Sponsor Networking Break

10:20 am – 12:00 pm

Tax Track Session #8: Tax Track – 2 CE

NTPI LEVEL 1 Session #8 – 2 CE

12:00 pm – 1:00 pm

Lunch and Learn Sponsored by CPA Charge

1:00 pm – 2:40 pm

Tax Track Session #9: Practice Education– 0 CE

NTPI LEVEL 1 Session #9 – 2 CE

2:40 pm – 3:20 pm

Sponsor Networking Break

3:20 pm – 5:00 pm

Tax Track Session #10: Practice Education– 0 CE

NTPI LEVEL 1 Session #10 – 2 CE

Wednesday, July 17th

8:00 am – 1:00 pm

Registration / Helpdesk Open

8:00 am – 1:00 pm

Taxpayer Advocate Problem Solving

7:00 am – 8:00 am

Breakfast

8:00 am – 9:40 am

Education Session #11: General Tax Education – 2 CE

NTPI LEVEL 1 Session #11 – 2 CE

9:40 am – 10:00 am

Coffee Break

10:00 am – 11:40 am

Education Session #12: General Tax Education – 2 CE

NTPI LEVEL 1 Session #12 – 2 CE

12:00 pm – 1:00 pm

NAEA Closing Keynote

Earn up to 20 hours IRS/CTEC CE for Tax Track and 24 hours IRS/CTEC CE for NTPI Level 1

Speakers are still being finalized. Stay tuned for more information as event details are completed 

JW Marriott Orlando Bonnet Creek Resort and Spa

14900 Chelonia Parkway

Orlando, FL 32821


Cutoff: June 21, 2024

Reservations: Call 407-919-6300 or through the booking link sent after registration.

Please note reservation requests received after the cutoff date will be based upon availability at the Hotel’s prevailing rates.

7/12/24          7/13/24           7/14/24           7/15/24           7/16/24 7/17/24  
Day      FRI SAT SUN MON TUES WED
Rate $229.00 $229.00 $229.00 $229.00 $229.00 229.00

Rates do not include the reduced $20 resort fee or applicable state and local taxes, currently 12.50%.

Resort Fee includes:

  • Enhanced in-room wireless internet
  • Daily JW spa instructor-led fitness class
  • Tattinger Champagne Hour (50%) off daily
  • Minigolf
  • Shuttle to Disney parks and Disney springs

Check-in 

Check-in time is 4:00 pm. Check-out time is 11:00 am. Guests arriving prior to the Hotel check-in time shall be accommodated as rooms become available. 

Parking at the Hotel 

  •  On-site parking, fee: $35 
  •  Valet parking, fee:  $50 

 *Warning About Housing Scams 

NAEA does not use a housing bureau or third-party agency for hotel accommodations or any other travel arrangements. Any claims by any company stating otherwise are not true. Please be sure you are booking directly through the links on this page or directly with the JW Marriott Bonnet Creek Hotel. 

About Orlando 

Guide to Orlando 

Things to do at the JW Marriott Bonnet Creek  

Creating a safe, worry-free experience is our top priority.  

NAEA is preparing the 2024 Tax Summit event experience so that all individuals onsite—attendees, speakers, staff, and venue personnel—remain safe and comfortable throughout the event. We are monitoring the COVID-19 pandemic and in constant communication with our partners at JW Marriott Orlando Bonnet Creek Resort and Spa

Duty of Care

We’re facilitating measures that will ensure optimal health and sanitary conditions in all environments where in-person interaction takes place. Read NAEA’s Duty of Care Plan

*We are continually following the COVID-19 pandemic and these requirements will be updated as needed. 

Interested in becoming a sponsor?

Do you offer solutions for tax professionals? Get your business tools and resources in front of the prospects you want through our in-person education events this year. Sponsorship opportunities are available for the Tax Summit and other education sessions. Download the prospectus or contact Erin Mosher, Director of Education at emosher@naea.org for more information.

NAEA’s 2024 Event Prospectus is now available! Contact Erin Mosher, Director of Education at emosher@naea.org for more information.

Thank You To Our Sponsors

Thank You To Our Exhibitor

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Details are still being finalized. Stay tuned for more information.

2023 Tax Summit Photo Recap