Speaker: Sean Taylor, Director of Sales at TaxAct Professional Software CE: none Cost: $0/$50 Join us as Sean Taylor, Director of Sales at TaxAct Professional Software, offers us a high-level overview of software changes on the horizon for TY23 followed by a software demo.
Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on hot tax topics and industry best practices with tax industry experts. Link coming soon!
Sean Taylor, Director of Sales – TaxAct Professional Software, will provide attendees with a high-level overview of software changes on the horizon for TY23. Then, he will show a software demo of these updates, and the overall flow of their software. You won’t want to miss this webinar!
Speaker: David Gannaway CE: 1 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts!
Speaker: Jane Ryder, EA, CPA CE: 2 IRS/CTEC CE Cost: $0/$100 On-demand: can be purchased separately after event We have identified two very common matters affecting S Corp shareholder and partner basis related to how business ERTC refunds and PPP loans were reported on the entity tax returns. Both of these matters cause a shareholder's or partner's basis to be understated, often by substantial amounts. This course will review these Read More >
The Retirement Certificate Program offers to those who take it a well-rounded view of retirement options, associated tax issues, and consideration for maximizing financial success. Attendees will have the opportunity to learn how various retirement funding options are taxed and integrated.
Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This session will also include a break-out discussion of bylaws changes.
Discover how to transform your business model so that you work less hours, work with better clients and increase your profits. If you want to stop the insanity of tax season, this webinar walks you through our proven framework: How our Pareto for ProfitTM analysis will help you solve your time, capacity, profitability, and sanity issues! How to price in advance, upgrade target clients, and focus on high-value advisory services Read More >
Speakers: Martha Shedden and Melissa Warren CE: 0 IRS/CTEC CE Cost: Free to All Join us for this presentation which reviews basic concepts, new information for 2024, then covers some complex Social Security rules and how to apply them to working with prospects and clients.
CE: None Cost: Members only – free Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together with your favorite coffee, snack, or lunch and learn all that your NAEA membership has to offer, navigating your account, and more.
Speaker: Tammy Nickels - Senior Account & Relationship Manager - Associations, National Client Mkt Accounts, & Federal Government CE: None Cost: Free to NAEA members only Wolters Kluwer's CCH® IntelliConnect® has transformed into CCH® AnswerConnect, and we want to ensure you're well-informed about all the advantages this transition brings you. Join us to gain invaluable insights about how CCH® AnswerConnect can empower your professional journey.
