TaxWise® Online Tax Software Product Demonstration by Wolters Kluwer August 28th, 2024 2:00 PM - 3:00 PM EDT Join us for a live demo and see how TaxWise® Online, a Virtual Tax Office, provides tax preparers with the ability to access their tax returns and source documents anytime, anywhere — using their laptop, tablet, or smartphone. See how you can prepare more returns in less time with TaxWise.

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2024 September NTPI Virtual Roundtable September 10, 2024 | 4:00 5:00 PM EDT Speakers: Clarice Landreth & Elizabeth Holladay Price: Free for NTPI Fellows/Graduates 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. Register

The trust fund recovery penalty (TFRP) assessment process confuses many tax professionals. Expand your knowledge on this process through a case study showing various negotiation strategies.  Attendees will be able to:  Explain which two criteria must be established for assessment of the TFRP;  Understand various strategies for negotiations during the trust fund assessment process;  Expand their knowledge of the TFRP process.  Register for this webinar

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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. Register

Speaker: Beth Logan, EA There are many things to consider before starting a tax practice. This class will provide an overview and checklist to ensure that enrolled agents are prepared to open their practice. It is also a good checklist for existing practitioners to make sure they operating procedures cover all important areas. Register