Social Security Strategies for Business Owners, Self-Employed Tax and Retirement Analysis, SETARA – Sponsored by NARSSA

Date: Thursday, October 20th 12:00 – 1:00 PM EST Speaker: TBA Price: Free for All CE: None Technology-driven analyses using our sophisticated software, RSSA Roadmap, can help provide your clients with choices of strategies that will optimize their future Social Security benefits while saving them payroll taxes now and for the remaining years they plan on working. The webinar will focus on this special retirement tax planning opportunity for tax...

5 Ways to Encourage Clients to Adopt Technology – Sponsored by TaxDome

Date: Thursday, October 20th 2:00 – 3:00 PM EST Speaker: TBA Price: Free to NAEA Members | $50 for non-members CE: None Technology is an essential tool in every business, and being able to work remotely through digital tools and applications has become crucial for scaling and providing an optimal client experience. Changes to technology impact clients, and many won’t adopt changes as easily. In this webinar, you’ll learn the...

October Virtual Roundtable

Date: Thursday, October 27th 4:00 – 5:00 PM EST Free NAEA members-only event Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season and in your practice.

S-Corporations Certificate Program: S-Corp Forms

Date: Tuesday, November 1st 2:00 – 4:00 PM EST Speaker: David Woods, EA Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 The attendee will be familiarized with Form 1120-S and the related forms and schedules specific to the 1120-S. Attention will be paid to the mechanical aspects of the form and how to answer the questions asked on the form. In addition, how to...

Meet the Nominees Virtual Forum

Date: Wednesday, November 2nd 3:30 – 5:00 PM EST Price: Free for NAEA Members It's almost time to cast your vote for NAEA's Board of Directors to serve during the upcoming 2023 - 2024 term. Prepare by watching the Meet the Nominees Virtual Forum.

November Brown Bag: New Member Webinar

Date: Thursday, November 3rd 12:00 – 12:30 PM EST Free NAEA members-only event Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual to get together with your favorite coffee, snack, or lunch, and learn all that your NAEA membership has to offer, as well as, navigating your account, and more!   

Social Security Insecurity: Gain the Expertise to Help Your Clients – Sponsored by NARSSA 

Date: Thursday, November 3 2:00 – 3:00 PM EST Social Security Insecurity: Gain the Expertise to Help Your Clients – Sponsored by NARSSA  Only 4% of retirees optimize their SS benefits.  Understanding the rules that apply to your clients’ personal circumstances can increase their benefit by tens and even hundreds of THOUSANDS of dollars over their lifetime.  Join us for this presentation to learn how important it is help clients...

Giving You Tax Credit Where Credit is Due – Sponsored by ADP

Date: Thursday, November 10th 2:00 – 3:00 PM EST Speaker: Michael A. Smith, EA Price: Free for NAEA Members | $50 for nonmembers CE: 1 Pursuing tax credits like the Employee Retention Tax Credit (ERTC) created by the CARES Act can be complex and takes significant effort to maximize the result. Few small businesses have the time, tools or expertise to identify where they were impacted, determine what the impact...

November 2022 Solutions Room: FBARs and FATCA for Individuals

Date: Thursday, November 10th 4:00 – 5:00 PM EST Speaker: Katrina Haynes, CPA Price: Free to NAEA Members | $50 for non-members CE: 1 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!

November 2022 GR Update Webinar: Mid-Term Elections

Date: Wednesday, November 16th 11:00 AM – 12:00 PM EST Speakers: Thad Inge and Michelle McCaughey Price: Free to All Post-Election Analysis and Impact – Join NAEA for an analysis of the midterm election results and how we expect it to influence Congress and policymaking in the months ahead. Receive insights on the key issues that will be impacted as a result of the election, changes to the makeup and...

Pass the Entire EA Exam in Less Than a Year Sponsored by Surgent

Date: Wednesday, November 16th 4:00 – 5:00 PM EST Speaker: Sean Mullen, Surgent Price: Free for All CE: N/A Have you been contemplating earning your Enrolled Agent credential and expanding your service offering to your clients? Join Surgent coach, Sean Mullen, as he walks you through the path on how you can earn your Enrolled Agent credential before the next tax season. Attendees will be shown a detailed weekly study...

Partnerships Certificate Program: Practice Education Workshop

Date: Thursday, November 17th 1:00 – 3:00 PM EST Speaker: Jane Ryder, EA, CPA & Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A Completed examples of partnership capital accounts, advanced partner reporting, partner liability allocations, sample closing balance sheets, sale of a partnership interest, and other calculations.