Join NAEA in Salt Lake City for Tax Summit 2025!

Join the NAEA community of enrolled agents at NAEA Tax Summit from July 28–30, 2025, at the Grand America Hotel in Salt Lake City! This event is perfect for learning the latest in tax and representation.

You’ll have three education tracks to choose from: the Tax Track, National Tax Practice Institute™ (NTPI®) Level 2, or Level 3. For the first time, two NTPI Tracks will be offered live, giving you a chance to advance your journey or graduate as an NTPI Fellow. Hear from industry leaders and inspiring speakers who will help you take on new challenges with fresh ideas. Plus, you’ll get to connect with Enrolled Agents, CPAs, financial advisors, and more.

Experience a 360° journey that seamlessly blends top-tier education with opportunities for networking and entertainment. Don’t miss out—your career deserves it!

Earn up to 24 IRS/CTEC CE hours with Track Tax, and up to 22 IRS/CTEC CE hours with NTPI Levels 2 & 3! 

Must be an EA, CPA or Tax Attorney to take NTPI Track.

The schedule is subject to change. Please stay tuned for updates.
For mobile phones, rotate your screen to view the full-width schedule.

Sunday - Monday

Sunday @
Time Sessions Location
5:00 pm New Member Happy Hour at the Garden Patio Garden Patio at Laurel Brasserie
Monday @
7:00 am – 8:00 am Breakfast Grand Ballroom C
7:00 am – 5:00 pm Registration Desk Open Grand Ballroom Registration North
8:00 am – 5:00 pm Taxpayer Advocate Problem Solving Sessions Grand Ballroom Reception A
8:00 am – 8:15 am Welcome and Opening Remarks Grand Ballroom C
8:15 am – 10:00 am Ethics Panel: Circular 230 and Everyday Ethics – 2 CE Grand Ballroom C
10:00 am – 10:15 am Coffee Break Grand Ballroom Reception C
10:15 am – 12:00 pm Tax Track – Calculating Partnership Basis, A Hands On Approach – 2 CE Grand Ballroom C
10:15 am – 12:00 pm NTPI LEVEL 2 – Intro to Business Representation – 2 CE Grand Ballroom A
10:15 am – 12:00 pm NTPI LEVEL 3 – Advanced Financial Analysis – 2 CE Grand Ballroom D
12:00 pm – 1:00 pm Lunch with IRS Stakeholder Liaison, Candace Harden – 1 CE Grand Ballroom C
1:00 pm – 2:45 pm Tax Track – Stock Options – 2 CE Grand Ballroom C
1:00 pm – 2:45 pm NTPI LEVEL 2 – Audit Reconsideration Process – 2 CE Grand Ballroom A
1:00 pm – 2:45 pm NTPI LEVEL 3 – Trust Fund Recovery Penalty Process – 2 CE Grand Ballroom D
2:45 pm – 3:15 pm Coffee Break Grand Ballroom Reception C
3:15 pm – 5:00 pm Tax Track – Digital Asset Updates: The Black, White and Gray – 2 CE Grand Ballroom C
3:15 pm – 4:05 pm NTPI LEVEL 2 – Internal Revenue Manual – 1 CE Grand Ballroom A
4:05 pm – 5:00 pm NTPI LEVEL 2 – FOIA Requests – 1 CE Grand Ballroom A
3:15 pm – 4:05 pm NTPI LEVEL 3 – Intro to Criminal Tax – 1 CE Grand Ballroom D
4:05 pm – 5:00 pm NTPI LEVEL 3 – Bankruptcy & Taxes – 1 CE Grand Ballroom D
5:00 pm – 6:00 pm Welcome Reception and Exhibit Hall Grand Opening Grand Ballroom B

Tuesday

Tuesday @
Time Sessions Location
7:00 am – 8:00 am Breakfast in Exhibit Hall Grand Ballroom B
7:00 am – 3:30 pm Exhibit Hall Open Grand Ballroom B
7:00 am – 5:00 pm Registration Desk Open Grand Ballroom Registration North
8:00 am – 5:00 pm Taxpayer Advocate Problem Solving Sessions Grand Ballroom Reception A
8:00 am – 9:45 am Tax Track – Retirement Planning After SECURE Acts 1.0 & 2.0 – 2 CE Grand Ballroom C
8:00 am – 9:45 am NTPI LEVEL 2 – Collections appeals – 2 CE Grand Ballroom A
8:00 am – 9:45 am NTPI LEVEL 3 – Spousal Relief – 2 CE Grand Ballroom D
9:45 am – 10:15 am Sponsor Networking Break in Exhibit Hall Grand Ballroom B
10:15 am – 11:10 am Tax Track – Form 7206: Confronting the Self-Employed Health Insurance Deduction – 1 CE Grand Ballroom C
11:10 am – 12:00 pm Tax Track – New Rules on Paid Family/Medical Leave – 1 CE Grand Ballroom C
10:15 am – 12:00 pm NTPI LEVEL 2 – Enforced Collection Actions – 2 CE Grand Ballroom A
10:15 am – 12:00 pm NTPI LEVEL 3 – Business Entity Examination Issues – 2 CE Grand Ballroom D
12:00 pm – 1:00 pm Lunch in Exhibit Hall Grand Ballroom B
1:00 pm – 2:45 pm Tax Track – Foreign Filing Essentials: 3520, 8938, FBAR – 2 CE Grand Ballroom C
1:00 pm – 2:45 pm NTPI LEVEL 2 – Offers in compromise – 2 CE Grand Ballroom A
1:00 pm – 2:45 pm NTPI LEVEL 3 – Tax Research & Resources – 2 CE Grand Ballroom D
2:45 pm – 3:15 pm Sponsor Networking Break in Exhibit Hall Grand Ballroom B
3:15 pm – 5:00 pm Tax Talk Today: Your Questions Answered – 2 CE Grand Ballroom C
3:15 pm – 5:00 pm NTPI LEVEL 2 – Examination Appeals – 2 CE Grand Ballroom A
3:15 pm – 5:00 pm NTPI LEVEL 3 – Lien Defenses – 2 CE Grand Ballroom D
5:00 pm – 6:30 pm IRS Commissioner – Billy Long, Awards, and Annual Meeting Grand Ballroom C
6:30 pm – 7:30 pm PAC Happy Hour TBD

Wednesday

Wednesday @
Time Sessions Location
7:00 am – 8:00 am Breakfast in Exhibit Hall Grand Ballroom B
7:00 am – 1:00 pm Exhibit Hall Open Grand Ballroom B
7:00 am – 5:00 pm Registration Desk Open Grand Ballroom Registration North
8:00 am – 5:00 pm Taxpayer Advocate Problem Solving Sessions Grand Ballroom Reception A
8:00 am – 9:45 am Tax Track – Retirement Plan Distributions After SECURE ACTs 1.0 and 2.0 – 2 CE Grand Ballroom C
8:00 am – 9:45 am NTPI LEVEL 2 – Office Audit Case Study – 2 CE Grand Ballroom A
8:00 am – 9:45 am NTPI LEVEL 3 – Advanced Appeals – 2 CE Grand Ballroom D
9:45 am – 10:15 am Sponsor Networking Break in Exhibit Hall Grand Ballroom B
10:15 am – 12:00 pm Tax Track – Understanding Rental Real Estate Taxation – 2 CE Grand Ballroom C
10:15 am – 12:00 pm NTPI LEVEL 2 – Penalty Abatement Strategies – 2 CE Grand Ballroom A
10:15 am – 12:00 pm NTPI LEVEL 3 – Field Audit Case Study – 2 CE Grand Ballroom D
12:00 pm – 1:00 pm Lunch in Exhibit Hall Grand Ballroom B
1:00 pm – 2:45 pm Tax Track – S and C Corp – 2 CE Grand Ballroom C
1:00 pm – 2:45 pm NTPI Level 2 – Capstone – 2 CE Grand Ballroom A
1:00 pm – 2:45 pm NTPI LEVEL 3 – Marketing – 2 CE Grand Ballroom D
1:00 pm Exhibit Hall Closes Grand Ballroom B
2:45 pm – 3:00 pm Coffee Break Grand Ballroom Reception C
3:00 pm – 4:45 pm Tax Track – Current Tax Events Panel: Legislation, Court Cases, & Tax Updates – 2 CE Grand Ballroom C
3:00 pm – 4:45 pm NTPI LEVEL 2 – Case Management Strategies – 2 CE Grand Ballroom A
3:00 pm – 4:45 pm NTPI LEVEL 3 – Capstone – 2 CE Grand Ballroom D
5:00 pm – 6:00 pm NTPI Graduation Grand Ballroom C

Exhibitor & Sponsor Schedule

Exhibit Hall Agenda
Time Session
Monday, July 28
11:00 AM – 4:00 PM Exhibitor Move-In
5:00 PM – 6:00 PM Welcome Reception and Exhibit Hall Grand Opening
Tuesday, July 29
7:00 AM – 8:00 AM Breakfast in Exhibit Hall
9:45 AM – 10:15 AM Sponsor Networking Break in Exhibit Hall
12:00 PM – 1:00 PM Lunch in Exhibit Hall
2:45 PM – 3:15 PM Sponsor Networking Break in Exhibit Hall
Wednesday, July 30
7:00 AM – 8:00 AM Breakfast in Exhibit Hall
9:45 AM – 10:15 AM Sponsor Networking Break in Exhibit Hall
12:00 PM – 1:00 PM Lunch in Exhibit Hall
1:00 PM – 4:00 PM Exhibit Hall Break Down

Clarice Landreth, EA is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 22 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA Representation Planning Committee and a speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.

Member Pricing

Early Bird Member
$900
Valid through February 28, 2025.

Regular Member
$1000
Valid through May 30, 2025.

Late Member
$1200
Valid through July 18, 2025.


Nonmember Pricing

Early Bird Nonmember
$1000
Valid through February 28, 2025.

Regular Nonmember
$1200
Valid through May 30, 2025.

Late Nonmember
$1400
Valid through July 18, 2025.


Add-Ons

Guest Ticket
$500
Bring your partner, colleague, and/or someone new to the industry.

Materials Book
$250
Get all your course materials printed in a convenient booklet!

Cancellation/Refund Policy

To request a refund for conference registration, send a written request to the Education Department at education@naea.org. Refunds are approved case-by-case and, if approved, will be processed via the original payment method.

  • Full Refund Deadline: June 28th
  • After this date, you can switch to on-demand recordings for the NTPI Levels or transfer your registration.

For questions, contact education@naea.org or call 202-822-6232.

The Grand America Hotel

555 South Main Street
Salt Lake City, UT 84111

Local: 801-258-6000

Explore The Grand America Hotel

Reserve your room with the NAEA discount today! 

The discounted hotel block will close on July 4, 2025.

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 The Grand America Hotel.


About Salt Lake City 

Guide to Salt Lake City, Utah

The Grand America Hotel

555 South Main Street
Salt Lake City, UT 84111

Local: 801-258-6000

Explore The Grand America Hotel

Reserve your room with the NAEA discount today! 

The discounted hotel block will close on July 4, 2025.

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 The Grand America Hotel.

 


About Salt Lake City 

Guide to Salt Lake City, Utah

Interested in becoming a sponsor or exhibitor?

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 and exhibitor opportunities are available for the Tax Summit and other education sessions.

View the prospectus

For more information, contact Jessica Masters, Director of Education & Events, at jmasters@naea.org or Kelli Comegys, Sr. Director of Membership & Business Development, at kcomegys@naea.org

Ready to make your move as a sponsor or exhibitor? Complete this form and let’s get started today!

2025 Sponsors & Exhibitors


Platinum

Gold

Silver

Bronze

Exhibitors

Earn up to 24 IRS/CTEC CE hours with Track Tax, and up to 22 IRS/CTEC CE hours with NTPI Levels 2 & 3! 

Must be an EA, CPA or Tax Attorney to take NTPI Track.

The schedule is subject to change. Please stay tuned for updates.

Sunday - Monday

Sunday @
Time Sessions Location
5:00 pm New Member Happy Hour at the Garden Patio Garden Patio at Laurel Brasserie
Monday @
7:00 am – 8:00 am Breakfast Grand Ballroom C
7:00 am – 5:00 pm Registration Desk Open Grand Ballroom Registration North
8:00 am – 5:00 pm Taxpayer Advocate Problem Solving Sessions Grand Ballroom Reception A
8:00 am – 8:15 am Welcome and Opening Remarks with IRS Commissioner, Billy Long Grand Ballroom C
8:15 am – 10:00 am Ethics Panel: Circular 230 and Everyday Ethics – 2 CE Grand Ballroom C
10:00 am – 10:15 am Coffee Break Grand Ballroom Reception C
10:15 am – 12:00 pm Tax Track – Calculating Partnership Basis, A Hands On Approach – 2 CE Grand Ballroom C
10:15 am – 12:00 pm NTPI LEVEL 2 – Intro to Business Representation – 2 CE Grand Ballroom A
10:15 am – 12:00 pm NTPI LEVEL 3 – Advanced Financial Analysis – 2 CE Grand Ballroom D
12:00 pm – 1:00 pm Lunch with IRS Stakeholder Liaison, Candace Harden – 1 CE Grand Ballroom C
1:00 pm – 2:45 pm Tax Track – Stock Options – 2 CE Grand Ballroom C
1:00 pm – 2:45 pm NTPI LEVEL 2 – Audit Reconsideration Process – 2 CE Grand Ballroom A
1:00 pm – 2:45 pm NTPI LEVEL 3 – Trust Fund Recovery Penalty Process – 2 CE Grand Ballroom D
2:45 pm – 3:15 pm Coffee Break Grand Ballroom Reception C
3:15 pm – 5:00 pm Tax Track – Digital Asset Updates: The Black, White and Gray – 2 CE Grand Ballroom C
3:15 pm – 4:05 pm NTPI LEVEL 2 – Internal Revenue Manual – 1 CE Grand Ballroom A
4:05 pm – 5:00 pm NTPI LEVEL 2 – FOIA Requests – 1 CE Grand Ballroom A
3:15 pm – 4:05 pm NTPI LEVEL 3 – Intro to Criminal Tax – 1 CE Grand Ballroom D
4:05 pm – 5:00 pm NTPI LEVEL 3 – Bankruptcy & Taxes – 1 CE Grand Ballroom D
5:00 pm – 6:00 pm Welcome Reception and Exhibit Hall Grand Opening Grand Ballroom B

Tuesday

Tuesday @
Time Sessions Location
7:00 am – 8:00 am Breakfast in Exhibit Hall Grand Ballroom B
7:00 am – 3:30 pm Exhibit Hall Open Grand Ballroom B
7:00 am – 5:00 pm Registration Desk Open Grand Ballroom Registration North
8:00 am – 5:00 pm Taxpayer Advocate Problem Solving Sessions Grand Ballroom Reception A
8:00 am – 9:45 am Tax Track – Retirement Planning After SECURE Acts 1.0 & 2.0 – 2 CE Grand Ballroom C
8:00 am – 9:45 am NTPI LEVEL 2 – Collections appeals – 2 CE Grand Ballroom A
8:00 am – 9:45 am NTPI LEVEL 3 – Spousal Relief – 2 CE Grand Ballroom D
9:45 am – 10:15 am Sponsor Networking Break in Exhibit Hall Grand Ballroom B
10:15 am – 11:10 am Tax Track – Form 7206: Confronting the Self-Employed Health Insurance Deduction – 1 CE Grand Ballroom C
11:10 am – 12:00 pm Tax Track – New Rules on Paid Family/Medical Leave – 1 CE Grand Ballroom C
10:15 am – 12:00 pm NTPI LEVEL 2 – Enforced Collection Actions – 2 CE Grand Ballroom A
10:15 am – 12:00 pm NTPI LEVEL 3 – Business Entity Examination Issues – 2 CE Grand Ballroom D
12:00 pm – 1:00 pm Lunch in Exhibit Hall Grand Ballroom B
1:00 pm – 2:45 pm Tax Track – Foreign Filing Essentials: 3520, 8938, FBAR – 2 CE Grand Ballroom C
1:00 pm – 2:45 pm NTPI LEVEL 2 – Offers in compromise – 2 CE Grand Ballroom A
1:00 pm – 2:45 pm NTPI LEVEL 3 – Tax Research & Resources – 2 CE Grand Ballroom D
2:45 pm – 3:15 pm Sponsor Networking Break in Exhibit Hall Grand Ballroom B
3:15 pm – 5:00 pm Tax Talk Today: Your Questions Answered – 2 CE Grand Ballroom C
3:15 pm – 5:00 pm NTPI LEVEL 2 – Examination Appeals – 2 CE Grand Ballroom A
3:15 pm – 5:00 pm NTPI LEVEL 3 – Lien Defenses – 2 CE Grand Ballroom D
5:00 pm – 6:30 pm IRS Commissioner – Billy Long, Awards, and Annual Meeting Grand Ballroom C
6:30 pm – 7:30 pm PAC Happy Hour TBD

Wednesday

Wednesday @
Time Sessions Location
7:00 am – 8:00 am Breakfast in Exhibit Hall Grand Ballroom B
7:00 am – 1:00 pm Exhibit Hall Open Grand Ballroom B
7:00 am – 5:00 pm Registration Desk Open Grand Ballroom Registration North
8:00 am – 5:00 pm Taxpayer Advocate Problem Solving Sessions Grand Ballroom Reception A
8:00 am – 9:45 am Tax Track – Retirement Plan Distributions After SECURE ACTs 1.0 and 2.0 – 2 CE Grand Ballroom C
8:00 am – 9:45 am NTPI LEVEL 2 – Office Audit Case Study – 2 CE Grand Ballroom A
8:00 am – 9:45 am NTPI LEVEL 3 – Advanced Appeals – 2 CE Grand Ballroom D
9:45 am – 10:15 am Sponsor Networking Break in Exhibit Hall Grand Ballroom B
10:15 am – 12:00 pm Tax Track – Understanding Rental Real Estate Taxation – 2 CE Grand Ballroom C
10:15 am – 12:00 pm NTPI LEVEL 2 – Penalty Abatement Strategies – 2 CE Grand Ballroom A
10:15 am – 12:00 pm NTPI LEVEL 3 – Field Audit Case Study – 2 CE Grand Ballroom D
12:00 pm – 1:00 pm Lunch in Exhibit Hall Grand Ballroom B
1:00 pm – 2:45 pm Tax Track – S and C Corp – 2 CE Grand Ballroom C
1:00 pm – 2:45 pm NTPI Level 2 – Capstone – 2 CE Grand Ballroom A
1:00 pm – 2:45 pm NTPI LEVEL 3 – Marketing – 2 CE Grand Ballroom D
1:00 pm Exhibit Hall Closes Grand Ballroom B
2:45 pm – 3:00 pm Coffee Break Grand Ballroom Reception C
3:00 pm – 4:45 pm Tax Track – Current Tax Events Panel: Legislation, Court Cases, & Tax Updates – 2 CE Grand Ballroom C
3:00 pm – 4:45 pm NTPI LEVEL 2 – Case Management Strategies – 2 CE Grand Ballroom A
3:00 pm – 4:45 pm NTPI LEVEL 3 – Capstone – 2 CE Grand Ballroom D
5:00 pm – 6:00 pm NTPI Graduation Grand Ballroom C

Exhibitor & Sponsor Schedule

Exhibit Hall Agenda
Time Session
Monday, July 28
11:00 AM – 4:00 PM Exhibitor Move-In
5:00 PM – 6:00 PM Welcome Reception and Exhibit Hall Grand Opening
Tuesday, July 29
7:00 AM – 8:00 AM Breakfast in Exhibit Hall
9:45 AM – 10:15 AM Sponsor Networking Break in Exhibit Hall
12:00 PM – 1:00 PM Lunch in Exhibit Hall
2:45 PM – 3:15 PM Sponsor Networking Break in Exhibit Hall
Wednesday, July 30
7:00 AM – 8:00 AM Breakfast in Exhibit Hall
9:45 AM – 10:15 AM Sponsor Networking Break in Exhibit Hall
12:00 PM – 1:00 PM Lunch in Exhibit Hall
1:00 PM – 4:00 PM Exhibit Hall Break Down

Tynisa (Ty) Gaines, EA holds a Bachelor’s degree in Industrial-Organizational Psychology from the University of Illinois and a Master’s degree in Public Personnel Management from Troy University.

A dedicated member of the tax community, Ty has been part of the National Association of Enrolled Agents (NAEA) since 2007, an NTPI Fellow since 2010, and a graduate of the Schuldiner Smollen Leadership Academy (SSLA), where she now serves as an instructor. She has an impressive professional track record, including being named EA of the Year by the Virginia Society of Enrolled Agents (VASEA) in 2015 and serving as a past VASEA President. She also held a director position with NAEA and has contributed to multiple committees. 

In recognition of her commitment to mentorship, Ty received NAEA’s Mentor of the Year award in 2022. She is an accomplished author of several tax articles and two e-books and currently serves as the Editor-in-Chief of NAEA’s EA Journal. In addition to her editorial work, she is an adjunct instructor at Molloy University, where she teaches EA exam prep online.

Specializing in military taxpayers and cryptocurrency, Ty is a Tax Project Manager for Token Tax LLC and operates her remote tax practice from Fort Worth, Texas.

Clarice Landreth, EA is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 22 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA Representation Planning Committee and a speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.

Beth Logan became an Enrolled Agent in 2013 and immediately joined NAEA and the Massachusetts Society (MaSEA). In addition to her tax practice, she volunteered for MaSEA including as Treasurer for a year, VP for three years, and President for two years. She was the chair of the NAEA Education Committee for three years and won the NAEA Excellence in Education Award. Logan teaches both tax professionals and lay persons about taxes. She is also a nationally published author on taxes and her latest book is Divorce and Taxes After Tax Reform. Logan graduated from the Georgia Institute of Technology with a Bachelor and Master of Electrical Engineering, the University of Maryland College Park with an MBA, and the NTPI program of NAEA.

Zachary Lyda is an Associate at Frost Law. Prior to Frost Law, Zachary was a student attorney with the University of Maryland Law School’s Low Income Taxpayer Clinic. He served as a supervisor to new clinic students in his second semester of clinic.

He has contributed to many different industries. He formerly was a judicial intern to the Office of Special Masters for the U.S. Court of Federal Claims. He also served as a correctional officer for the Charles County Sheriff’s Office. He additionally worked for four years as a pharmacy technician for CVS, including having the opportunity to provide COVID testing for the White House.

He graduated cum laude with his Juris Doctor from the University of Maryland Francis King Carey School of Law. Additionally, he graduated magna cum laude from The George Washington University with a B.A. in political science.

Michael R. Miranda CPA, QKA, NQPC, AEP is the owner of MIRANDA CPA & Consulting LLC located in Sioux Falls, South Dakota. He has over 48 years of professional experience including tax consulting, estate planning and employee benefits. His consulting practice includes niche areas and client representation before governmental agencies. He maintains an active speaking schedule on tax law, estate and employee benefit planning. He is a member of the Board of Directors for National Advisor Trust Companies of Kansas and South Dakota. His professional designations include CPA, QKA and NQPA (Employee Benefits) and AEP (Estate Planning). His professional affiliations include the AICPA, SDCPA Society, ASPPA, NAEA, NATP and NAEPC.

Prior to May 2017 Michael was a senior manager-shareholder with a regional CPA firm located in Northwestern Iowa for 27 years. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. Michael resides in Sioux Falls, SD with his wife Jeanette.

Alan Pinck is an Enrolled Agent with over 35 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him as, the moderator of Tax Talk Today, NAEA events, The IRS National Tax Forums, Spidell as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real-world approach and stories bring his sessions to life!

Geoff Plourde is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues. He is the current President and active member of the California Society of Enrolled Agents and a member of the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University and an MBA from the University of Southern California.

Geoff is currently a Lecturer and Director of Undergraduate Accounting at California Lutheran University’s School of Management and has his own law practice specializing in business, tax controversy, and estate planning, in California. Geoff was previously Director of Resolution for a national tax resolution company. Before that, he was part of one of the largest tax resolution firms in the United States, where he directly represented businesses and high net worth individuals during his tenure with the firm in tax disputes with the Internal Revenue Service and state taxing authorities.

Heather Posey is an Enrolled Agent, attorney, and fellow of the National Tax Practice Institute. She is currently an associate at Frost Law, where she co-chairs the firm’s Pro Bono Committee. She has over a decade of experience in tax compliance and controversy on the federal and state levels for individuals and small businesses. She has represented clients in a wide variety of cases, including collection enforcement defense, examination defense, Trust Fund Recovery Penalties, penalty abatements, and innocent spouse relief requests before various IRS units and state revenue agencies.

Heather is a passionate volunteer with the Maryland Volunteer Lawyers Service (MVLS) Low-Income Taxpayer Clinic, and earned the “Young Volunteer of the Year”; award in 2020. Most recently, she became chair of NAEA’s Ethics & Professional Conduct Committee.

David Ramirez, JD, EA, USTCP, CTRC, NTPI Fellow, is a former Internal Revenue Service agent and the only United States Tax Court Practitioner (USTCP) based in Hawaii. He is a federally licensed Enrolled Agent, holds a Juris Doctor with a specialization in taxation, a master’s in taxation, and is a Certified Tax Representation Consultant (CTRC) and NTPI Fellow.

David has been practicing in Honolulu, Hawaii, for over 23 years. His practice is dedicated to assisting individuals and businesses with IRS and State of Hawaii tax problems, as well as providing tax preparation services.

He is an author and national speaker on IRS representation issues and serves as a trainer with the Tax Rep Network.

Allan J “A.J.” Reynolds, EA has over thirty five years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.

A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals.

A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan.

Ruben D. Valdes, EA, USTCP and founder of National Tax Problem Solutions, specializes in representing clients before examinations, collections, and appeals before the Internal Revenue Service. In addition, Mr. Valdes is also admitted to practice before the United States Tax Court; a privilege earned by less than 250 non-attorneys in the United States.  

Mr. Valdes a practicing tax professional, author and national recognized Spanish tax instructor; understands the importance of high-level education in the profession. Mr. Valdes has instructed and written courses that cover the fundamentals of taxation but has also taken part in high-level complex topics, such as international taxation, tax controversy, and high-level tax planning. One of his missions is to teach taxpayers and other professionals the “Taxpayer Bill of Rights”; so, every taxpayer gets fair and just treatment, as the tax law intends. 

Mr. Valdes was the Author of Manejando Auditorias: Herramientas poderosas ante el IRS. Which is the first book in Spanish that guides tax professionals how to handle an IRS audit.

Mr. Valdes was the author of Tax Court Says: IRS Timely Responded, Your Offer is Not Deemed Accepted an article from the EA Journal that was released in December 2022. 

Mr. Valdes is a strong believer in high-level tax education, this will lead to high levels of voluntary compliance across our nation.  

Member Pricing

Early Bird

Member

$900

Valid through March 14, 2025.

Regular

Member

$1000

Valid through May 30, 2025.

Late

Member

$1200

Valid through July 18, 2025.

Nonmember Pricing

Early Bird

Nonmember

$1100

Valid through February 28, 2025.

Regular

Nonmember

$1200

Valid through May 30, 2025.

Late

Nonmember

$1400

Valid through July 18, 2025.

Add-Ons

Guest Ticket

$500

Bring your partner, colleague, and/or someone new to the industry.

Materials Book

$250

Get all your course materials printed in a convenient booklet!

Cancellation/Refund Policy

To request a refund for a conference registration, send a written request to the Education Department at education@naea.org. Refunds are approved case-by-case, and if approved, will be processed via the original payment method. The deadline for a full refund is June 28th. After that, you can switch to the on-demand recordings for the NTPI Levels or you can transfer your registration. For questions, contact education@naea.org or call 202-822-6232.

The Grand America Hotel

555 South Main Street
Salt Lake City, UT 84111

Local: 801-258-6000

Explore The Grand America Hotel

Reserve your room with the NAEA discount today! 

The discounted hotel block will close on July 4, 2025.

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 The Grand America Hotel.

 


About Salt Lake City 

Guide to Salt Lake City, Utah

Interested in becoming a sponsor or exhibitor?

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 and exhibitor opportunities are available for the Tax Summit and other education sessions.

View the prospectus

For more information, contact Jessica Masters, Director of Education & Events, at jmasters@naea.org or Kelli Comegys, Sr. Director of Membership & Business Development, at kcomegys@naea.org

Ready to make your move as a sponsor or exhibitor? Complete this form and let’s get started today!

2025 Sponsors & Exhibitors


Platinum

Gold

Silver

 

Bronze

Exhibitors