FAQ

YES! Member prices are discounted. When purchasing an education product, the member and non-member price are always displayed. Note: When purchasing a Journal quiz or Webinar online, the default non-member price will display until you click “Add to Order.” The member price displays once you proceed to checkout.

Members also receive invitations to live webinars through out the year offering free CE credits.

When purchasing a Journal quiz or Webinar online, the default non-member price will display until you click “Add to Order.” The member price displays once you proceed to checkout. If you have already added it to your cart and the non-member price still appears, email education@naea.org.

To obtain CE Certificates, please contact NAEA education team via Email at education@naea.org to get your certificates prior to 2019.

Login to the NAEA website (www.NAEA.org), and navigate to your member account. Select continuing education from the menu, and select the sign-in button on the upper right corner again, which will automatically log you in to the NAEA Continuing Education portal. Click on your name in the top right corner and scroll down until you see your member activity. Select the certificates tab to view your certificates. Detailed instructions can be found here.

First make sure you completed all items in the course to receive the certificate such as viewing the presentation, taking the survey and assessments. Once the items have been completed, the certificate should be able to access and print.  Follow these instructions on how to check if you completed all items.  If all items have been completed and you still don’t have your certificate, contact the NAEA education team via email education@naea.org.

NAEA reports Continuing Education (CE) to the IRS on a monthly basis. If you do not see your CE Hours from the previous month in your IRS PTIN account, contact the NAEA education team via e-mail at education@naea.org.

NAEA education has a relationship with the following Continuing Education certifying agencies: California Tax Education Council (CTEC) and Certified 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.

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 will review the request for refund and submit the request for approval. Once the refund request has been approved, the refund will be refunded on the same method of purchase, either a credit on the original purchase credit card, or if paid by check a refund check will be sent to you.

To check your progress on a course you must log-in to the NAEA Continuing Education Portal. Follow these instructions on how to log in to the NAEA website and how to check your progress status for a course.

The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys. Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners.

A participant must complete all three NTPI Levels as well as a professional portfolio within a five-year period beginning with NTPI Level 1 courses in order to earn the NTPI Fellow designation. Once all 3 levels of courses have been completed a participant will receive a NTPI Level 3 certificate.   A graduate and can add the certificate designation of NTPI Fellow on all media.  Learn more about the NTPI program and its requirements on the NTPI Website under the NTPI tab.

If you took any of the NTPI course levels prior to 2016, you would have to take the new NTPI content that is offered in 2021. Find out the requirements of the classes that you will need to take and the new additional requirements for NTPI Level 3 beginning in 2022 on the Roadmap to NTPI.

We are at your service. Contact NAEA Government Relations staff at (202) 822-6232 or Advocacy@NAEA.org.

Two key issues on the NAEA radar: 

• IRS FY2022 Budget – NAEA is urging policymakers at every level to consider significant long-term strategic investments in the IRS. After two years of paralyzing shutdowns (the 2019 budget impasse and the 2020 COVID-19 pandemic) on top of a decade of constantly shrinking budgets, by every measure of basic customer service, key elements of the agency are simply not functioning for taxpayers and their representatives. 

Regulation of Unenrolled Tax Return Preparers – NAEA is working with IRS/Treasury to develop a strong but fair framework for ensuring unenrolled tax return preparers will be competent and subject to ethical standards that apply currently to only Circular 230 tax practitioners (enrolled agents, CPAs, and attorneys). 

Political Action Committees (PACs) are political committees established and administered by corporations, labor unions, membership organizations or trade associations. A PAC is created by the trade or professional association (501c6) to raise money to support candidates in Congress (House or Senate) to support issues of concern for the association. PACs can donate money to candidates they support. 

NAEA PAC is a multi-candidate PAC formed in 2006 to help enrolled agents support federal candidates who stand behind effective tax administration policies favorable to the enrolled agent profession. The NAEA PAC is a critical advocacy tool and the only one that requires ongoing, widespread member support. Multi-candidate PACs are those that have:  

• more than 50 contributors, 
• registered with the Federal Election Commission for at least 6 months. 
• donated to at least 5 candidates for federal office candidates. 

The NAEA PAC is non-partisan and committed to supporting legislators on both sides of the political aisle. By supporting the NAEA PAC members support NAEA’s leadership and plan an active role with them in the political process. 

Voluntary individual member contributions to the NAEA PAC are welcome at any time and can be made online with a personal credit card at the NAEA PAC website or by personal check. The NAEA PAC does not accept cash contributions. 

The PAC is administered by NAEA staff; the PAC Board provides oversight on NAEA PAC operations. The board is comprised of five to seven members who serve two-year terms. PAC board member positions are filled as individual two-year terms expire by nomination and majority vote of the PAC Board. 

NAEA PAC is the EAs voice in Congress. Members can help with PAC issues most significantly by joining the NAEA PAC and participating in NAEA’s congressional advocacy fly-in. During the fly-in, putting a face on EA issues is essential. EAs will meet with their congressional representatives, share concerns and issues affecting EAs, and get to know their representatives and key staff members.  

No, not with respect to PAC donations. NAEA PAC makes contributions to members of Congress who sit on the Senate Finance Committee and the House Ways and Means Committee. These two important congressional committees hold jurisdiction over our nation’s tax policy, tax laws, tax administration, and oversight of the IRS, areas in which NAEA Advocacy is active. 

The legislative issues of greatest concern to enrolled agents are generally those of tax policy and tax administration. The NAEA PAC limits its contributions to incumbent members of the two congressional tax-writing committees, with a focus on the leadership of those committees.