2023 July Virtual Roundtable

Speaker: N/A  CE: None  Cost: Members only – free 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. **This roundtable will include a breakout room for Q&A about the governance and bylaws changes with the chair of NAEA's Component Structure Task Force.

2023 Tax Summit

Kierland Westin 6902 E Greenway Pkwy, Scottsdale, United States

2023 Tax Summit Scottsdale, Arizona July 29 – August 1, 2023 Join NAEA from July 29th – August 1st, 2023, for the 2023 Tax Summit with networking opportunities at The Westin Kierland Resort and Spa in beautiful Scottsdale, Arizona! This three-day in-person Tax Summit focuses on representation, tax preparation, and practice management.  Network with some of the best and brightest tax professionals and suppliers at this one-of-a-kind event.

NAEA Annual Meeting

Kierland Westin 6902 E Greenway Pkwy, Scottsdale, United States

*Only NAEA Members may join the NAEA Annual Meeting Members who are not attending Tax Summit but would like to attend the annual meeting in person can RSVP to education@naea.org https://www.pathlms.com/naea/webinars/36723

2023 August NTPI Virtual Roundtable

Speaker: N/A  CE: None  Cost: Free for NTPI fellows and those in the pipeline – they are given access by their ntpi badge   On-demand: none  Description:   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.   

2023 August Brown Bag New Member Webinar

Speaker: N/A  CE: None  Cost: Members only – free  On-demand: none  Description:  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. 

2023 August Solutions Room: IRS Tax Resolution

Speaker: Cathy Bryant, EA  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!   Learn what a Revenue Officer (RO) needs to...

2023 August Quarterly Government Relations Update

GR UPDATE Presentation by:   Jared Ballew, Chair, Electronic Tax Administration Advisory Committee The Internal Revenue Service’s Electronic Tax Administration Advisory Committee (ETAAC) released its annual report in June which contains recommendations to Congress and the IRS that focus on electronic tax administration and cybersecurity. Jared Ballew, ETAAC Chair, will discuss the Committees recommendations including: (1) dramatically improving services to help taxpayers meet their obligations and receive the tax incentives for...

The Enrolled Agent’s Role in Reducing ERC Fraud and ERC Update

CE: 1 IRS/1 CTEC credit Speakers: Lisa Sunderman & Larry Pon We have been hearing the commercials telling us that you are entitled to $26,000 per employee for the Employee Retention Credit (ERC).   Your clients are telling you all their friends have gotten money from the ERC so they should also get this money.  Some of them have even taken these company's offers to take advantage of the ERC.   Do your clients...

NAEA August 2023 Roundtable

Connect with NAEA this Thursday for an open, member-only roundtable discussion on hot tax topics and industry best practices with tax industry experts. This month will include a breakout room to discuss upcoming changes to NAEA’s bylaws and structure.

2023 September Solutions Room: Kiddie Tax

Speaker: Beth Logan CE: 1 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event Expand your expertise on the Kiddie Tax: who pays it, the options for filing, and why we have it. What to expect:  Define kiddie tax is and explain why it was created  Describe the two options for filing — form 8615 versus form 8814  Illustrate with examples 

Fast Track to Your WISP – Q&A

Speaker: Andrew Lassise and Alison Ball CE: 0 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event As of June 9, 2023, the "penalty phase" began, as the FTC began cracking down on Tax Preparers. A solid first step to comply is to create a Written Information Security Plan (WISP) and from there, there are just a few more things you need to do to be fully compliant....