Attend NAEA’s Winter Education Academy in person this December!

 

Join NAEA for a Winter Education Academy with networking opportunities at The Westin Kierland Resort and Spa in beautiful Scottsdale, Arizona! This three-day in-person Education Academy focuses on representation, tax preparation, and practice management.  Registration is now open!

Registration & Fees

Rate

Member

Nonmember

Early-Bird

Ends September 30

Closed Closed

Regular

September 30 – November 5

Closed Closed

Onsite Registration Price: $1,375

Regular registration is closed. For those who still wish to attend, onsite registration is open and available now to purchase. Limited spots remain. Secure your onsite registration now.

Schedule & Education

Finish your NTPI journey with Level 3 sessions, and tax updates and the latest in practice management.

 

Tuesday, November 30th

 

3:00 pm – 7:00 pm

Registration 

Herberger Foyer West  

Wednesday, December 1st

 

7:00 am – 8:00 am

Coffee / Light Breakfast

 

Herberger 3 

7:00 am – 3:00 pm

Registration

 

Herberger Foyer West 

8:00 am – 9:40 am

Opening Keynote Panel – 2 CE

 

Herberger 5B 

9:30 am – 3:30 pm

EXHIBIT HALL (Open)

 

Herberger 3 

9:40 am – 10:00 am

AM BREAK

 

Herberger 3 

10:00 am – 11:40 am

L3.01.21: Advanced Exam (Part 1) – 2 CE

Alan Pinck, EA

 

Herberger 4A 

10:00 am – 11:40 am

Tax Track: Ethics of Working with Cash Based Businesses including Marijuana and Illegal Activity  – 2 CE

John Sheeley, EA

 

Herberger 5B 

11:40 pm – 1:00 pm

LUNCH

 

On own 

12:00 pm – 1:00 pm

Lunch and Learn – Sponsored by Tax Marketing Group

Justin Miller, EA

 

Herberger 4A

1:00 pm – 2:40 pm

L3.01.21: Advanced Exam (Part 2) – 2 CE

Alan Pinck, EA

 

Herberger 4A 

1:00 pm – 2:40 pm

Tax Track: Partnership Basis for Beginners  – 2 CE

Jane Ryder, EA, CPA

 

Herberger 5B 

2:40 pm – 3:00 pm

PM BREAK

 

Herberger 3 

3:00 pm – 4:40 pm

L3.02.21: Advanced Exam Appeals – 2 CE

Alan Pinck, EA

 

Herberger 4A 

3:00 pm – 4:40 pm

Tax Track: 6 Things You Didn’t Know About 1099s – 2 CE

Thomas J. Williams, EA and Iris K. Palma, JD

 

Herberger 5B 

5:00 pm – 6:30 pm

WELCOME RECEPTIONSponsored by Taxfyle – All NAEA Members & Guests

 

Herberger 3 

Thursday December 2nd

 

7:00 am – 8:00 am

Coffee / Light Breakfast

 

Herberger 3 

7:00 am – 12:00 pm

Registration

 

Herberger Foyer West 

8:00 am – 10:30 am

L3.03.21: Trust Fund Recovery Penalty – 3 CE

Marc Dombrowski, EA

 

Herberger 4A 

8:00 am – 9:40 am

IRC Section 121 & Personal Residence – 2 CE

A.J. Reynolds, EA

 

Herberger 5B 

9:30 am – 3:30 pm

EXHIBIT HALL (Open)

 

Herberger 3 

9:40 am – 10:00 am

TAX TRACK AM BREAK

 

Herberger 3 

10:30 am – 10:50 am

NTPI AM BREAK

 

 

10:50 am –11:40 pm

L3.04.21: Offer in Compromise – Part 1 – 1 CE

Marc Dombrowski, EA

 

Herberger 4A 

10:00 am –11:40 pm

Tax Track: When 199A and Reasonable Compensation Collide – 2 CE

Kevin Cross, MST, EA, CPA

 

Herberger 5B 

11:40 pm – 1:00 pm

LUNCH

 

On own 

1:00 pm – 2:40 pm

L3.04.21: Offer in Compromise – Part 2 – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

1:00 pm – 2:40 pm

Tax Track: Depreciation from the Ground Up – 2 CE

Bill Nemeth, EA

 

Herberger 5B 

2:40 pm – 3:00 pm

BREAK  PM

 

Herberger 3 

3:00 pm – 4:40 pm

L3.05.21: Innocent Spouse – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

3:00 pm – 4:40 pm

Tax Track: Foreign Tax Credits – 2 CE

Katrina Haynes, CPA

Herberger 5B 

5:30 pm – 6:30 pm

S’mores Reception – Sponsored by AzSEA – All NAEA Members & Guests

 

Northern Sky Terrace

 

 

Friday, December 3rd

 

 

 

7:00 am – 8:00 am

Coffee/ Light Breakfast

 

Herberger 3 

7:00 am – 10:00 am

Registration

 

Herberger Foyer West 

8:00 am – 9:40 am

L3.06.21: Ethics (Level 3) – 2021 – 2 CE

Thomas A. Gorczynski, EA, USTCP

 

Herberger 4A 

8:00 am – 9:40 am

Practice Growth Workshop: Marketing & Advertising – 2 CPE

Kenneth Portera, EA and Tracey Ann Gordineer, EA

 

Herberger 5B 

9:40 am – 10:00 am

AM BREAK

 

Herberger 3 

10:00 am –11:40 am

L3.07.21: Tax Research – 2 CE

Thomas A. Gorczynski, EA, USTCP

 

Herberger 4A 

10:00 am –11:40 pm

Practice Growth Workshop: Starting & Exiting a Practice – 2 CPE

Kenneth Portera, EA, Thomas J. Williams, and EA, Iris Palma, JD

 

Herberger 5B 

11:40 pm – 1:00 pm

LUNCH

 

On own  

1:00 pm – 2:40 pm

L3.08.21: Advanced Collection Appeals – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

1:00 pm – 2:40 pm

Practice Growth Workshop: Networking & Work-Life Balance  2 CPE

Kenneth Portera, EA and Tracey Ann Gordineer, EA

 

Herberger 5B 

2:40 pm – 3:00 pm

PM BREAK

 

Herberger 3 

3:00 pm – 4:40 pm

L3.09.21: Capstone Course (Level 3) – 2021 – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

3:00 pm – 4:40 pm

Practice Growth Workshop: Client Retention/Termination & Dealing with Mistakes 2 CPE

Kenneth Portera, EA, Thomas J. Williams, EA, Iris Palma, JD, Jane Ryder, EA and Kevin Cross, CPA

 

Herberger 5B 

5:30 pm – 6:30 pm

NTPI GRADUATION & Awards Ceremony

 

Herberger 5B 

 

 

 

Continuing Education 

NAEA is registered with the following organizations to offer continuing education credit (CE). This course qualifies for IRS and NASBA continuing education hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. 

To request to have Continuing Education Hours reported to NASBA contact NAEA Education at education@naea.org. 

NAEA Cancelation Policy 

If an NAEA member (or non-member) 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 at least 30 days prior to the event 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 original payment method.  No refund will be granted under 30 days prior to the event.    

Speakers

Check out our full speaker line up here!

Sponsorship Opportunities

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 Winter Education Academy and other education sessions. Download the prospectus or contact Erin Mosher, Director of Education at emosher@naea.org for more info.

NAEA sincerely thanks our sponsors for supporting our mission and helping to make the Winter Education Academy possible!

Tax Marketing Group

Hotel & Travel

The Westin Kierland Resort & Spa
6902 East Greenway Parkway
Scottsdale, AZ 85254, US
Reservations: 480.624.1202

The room block has closed.

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

 

Date
Tuesday, November 30
Wednesday, December 1
Thursday, December 2
Friday, December 3
Rate $199.00 $199.00 $199.00 $199.00

Rates do not include the reduced $10 resort fee or applicable state and local taxes, currently 12.57%.  

Resort Fee includes: Resort Wide premium wireless internet access in guest rooms, public areas, and meeting space; Any local, long distance (domestic) and 1-800 guest room calls; Access to Agave, The Arizona Spa facilities, Run Concierge, and boot camp, yoga and Wellness Walk classes; Shuttle service to Kierland Commons and Scottsdale Quarter shopping and dining districts; Complimentary s’mores (Friday and Saturday from 6:00pm to 8:00pm); Complimentary two-hour bike rental per registered guest per day, based on availability; Tennis, Pickleball, and Basketball court privileges, includes equipment rental. 

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. 

About Scottsdale

 

Guide to Scottsdale 

Things to do at the Westin Kierland  

*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 Westin Kierland Hotel. 

Health & Safety

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

NAEA is preparing the Winter Education Academy event experience so that all individuals onsite—attendees, speakers, staff and venue personnel—remain safe and comfortable throughout the event. We’re facilitating measures that will ensure optimal health and sanitary conditions in all environments where in-person interaction take place.

As a result of the ongoing Covid-19 pandemic, we are implementing the following policies and procedures:

  • Proof of Vaccination or Negative COVID-19 Test Requirement Onsite
  • Contactless Check-in
  • Masks
  • Hand Sanitizer
  • Responsible F&B/seating/barriers for meeting spaces in conjunction with the Westin Kierland

NAEA’s Duty of Care Plan

Please read our full Duty of Care Plan. We will continue to monitor the COVID-19 pandemic and remain in constant communication with our partners at the Westin Kierland.   

Read NAEA’s Duty of Care Plan.

Venue and Accommodations

Our host venue, the Westin Kierland released their Health and Safety Protocols that provides in-depth details on how they facilitate a safe, secure and healthy environment onsite for all participants, both in terms of the event itself and accommodations. 

Code of Conduct

NAEA is committed to providing a safe, productive, and welcoming environment for all meeting participants and NAEA staff. All participants, including, but not limited to, attendees, speakers, volunteers, exhibitors, NAEA staff members, service providers, and all others are expected to abide by this Code of Conduct. This Policy applies to all NAEA meeting-related events, including those sponsored by organizations other than NAEA but held in conjunction with NAEA events, on public or private platforms.  

NAEA has zero-tolerance for any form of discrimination or harassment, including but not limited to sexual harassment by participants or our staff at our meetings. If you experience harassment or hear of any incidents of unacceptable behavior, NAEA asks that you inform education@naea.org so that we can take the appropriate action. 

EXPECTED BEHAVIOR

The NAEA expects that community members will: 

  1. Be considerate and respectful to all community members. 
  2. Refrain from demeaning, discriminatory, or harassing behavior, materials, and speech. 
  3. Speak up if they observe anything at an event that conflicts with this Code of Conduct. If you are being harassed or feel uncomfortable, notice that someone else is being harassed, or have any other concerns, please contact a member of the NAEA event staff immediately. 

UNACCEPTABLE BEHAVIOR

Unacceptable behavior from any community member will not be tolerated. Unacceptable behavior includes, but is not limited to: 

  1. Harassment, intimidation, or discrimination in any form.  
  2. Verbal abuse of any attendee, speaker, volunteer, exhibitor, NAEA staff member, service provider, or other meeting guests. 
    1. Examples of verbal abuse include, but are not limited to, verbal comments related to gender, sexual orientation, disability, physical appearance, body size, race, religion, national origin, inappropriate use of nudity and/or sexual images in public spaces or in presentations, or threatening or stalking any attendee, speaker, volunteer, exhibitor, NAEA staff member, service provider, or other meeting guests.  
  3. Disruption of presentations during sessions, in the exhibit hall, or at other events organized by NAEA throughout the meeting. All participants must comply with the instructions of the moderator and any NAEA event staff.  
  4. Presentations, postings, and messages should not contain promotional materials, special offers, job offers, product announcements, or solicitation for services. NAEA reserves the right to remove such messages and potentially ban sources of those solicitations.  
  5. Failure to obey any rules or regulations of the event venue. 

CONSEQUENCES OF UNACCEPTABLE BEHAVIOR

Unacceptable behavior will not be tolerated. Anyone asked to stop unacceptable behavior is expected to comply immediately. If a Participant engages in unacceptable behavior, the NAEA may take any action it deems appropriate, including warning or expelling the offender from the event with no refund. For more egregious behavior, the NAEA may, in its reasonable discretion, temporarily ban or permanently expel a Participant from the community.