Speakers: Allan (A.J) Reynolds and Michael Miranda  CE: 2 IRS Update credits and 2 CTEC credits  Cost: $60 members / $100 non-members  Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice encompassing your individual clients.  

Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview on Thursday where you will receive the latest information and guidance that has transpired over the last 12 months affecting your practice encompassing your business clients. Learning Objectives Summarize any late breaking updates, tax related legislation, or guidance. Examine the Corporate Transparency Act. Investigate ERC updates. Study PTET Read More >

Speaker: Sean Mullen  Ce: none  Cost: free to all   

Join NAEA each quarter for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.

Details and registration link coming soon!

Speaker: Niko Borreguero Witt, Partnerships Manager Ce: none  Cost: $0/$50  Are you ready to unlock the secrets to achieving peak efficiency in your business processes? Join our comprehensive course, "Key Steps to build Efficient Workflows," where you'll gain the knowledge and practical skills needed to streamline your operations and elevate your productivity to new heights. This course is designed to empower you with the essential techniques and tools required to Read More >

Speaker: John Morse, CPA CE: 1 IRS/CTEC Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing the common query: "My S Corp client didn't take Reasonable Compensation last year. What now?" Explore the intricacies of "What to Do If Your Client Didn't Take Reasonable Compensation Last Year" in this informative session. Reasonable Compensation is not just a tax obligation—it's a strategic financial decision. Join Read More >

Speaker: Chelsea Rustek, EA CE: 1 IRS/CTEC This course explores how entity changes to an S Corporation can save taxpayers large sums of money. In addition we will explore setting compensation in terms of reasonability and optimizing for maximum retirement contributions. Formatted from a real life case study, we will see how $0 changes for clients can save thousands of tax dollars.

12-5 p.m. EDT – Board Workshop Register Now

La temporada de impuestos siempre trae consigo nuevos desafíos, y la próxima temporada no será la excepción. Únete a nosotros para estas actualizaciones y resumen de ritmo rápido, de asistencia obligatoria, donde recibirás la información y orientación más reciente que ha ocurrido en los últimos 12 meses y que afecta tu práctica, abarcando a tus clientes individuales y empresariales.

CE: 1 IRS & 1 CTEC credit Speaker: Jon Melloy For financial professionals cybersecurity isn’t optional, according to IRS 4557 protecting taxpayer data is the law. IRS 4557 and the FTC Safeguards Rule require tax professionals to put in place safeguards to protect their client data and develop a Written Information Security Plan (WISP) which documents their approach. But in this ever-evolving landscape of navigating a starting point can be Read More >

January 1, 2024 the Beneficial Ownership Information (BOI) reporting went into effect. This reporting requirement is the result from the passage of the National Defense Authorization Act for Fiscal Year 2021, which included the Corporate Transparency Act (the CTA). This Act will affect every LLC, S Corporation, C Corporation, and any other entity required to be “registered” with their respective state. This act was developed to curve and expose illicit Read More >

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.

This course offers tax professionals a comprehensive exploration of the Corporate Transparency Act (CTA) and its implications on tax compliance and reporting. The CTA imposes new reporting requirements to enhance corporate transparency, presenting tax professionals with fresh challenges and opportunities. Participants will delve into the intricacies of the CTA, examining reporting obligations, potential impacts on taxation, compliance strategies, and practical steps to ensure adherence. Through case studies and expert insights, Read More >

Join NAEA Membership and Education team's 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, navigate your account, and more! Plus, you'll have the opportunity to meet the Membership Committee, ask questions, and connect with tax pro peers!