April Solutions Room: Form 4797 (1 CE)

Speaker: Alice Orzechowski, EA, CPA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Form 4797 is the Swiss Army knife of tax forms—a wide variety of entirely different transactions are reported on this form, most of which involve the disposition of business assets. In this session, we will analyze each section of Form 4797 in detail as we work hands-on to correctly enter the sale(s) of asset(s)...

Hot Topic: Estates and Trusts – 1041 (2 CE)

Speaker: Jaye E. Tritz, EA, CFP CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Trust and estate tax reporting can be a confusing topic for many tax professionals. Not only does the topic have a language and terminology all its own, the income and deduction reporting may be unfamiliar to many. In this seminar, we will discuss some of the terms and concepts associated with trusts and...

Spanish: Elevate Your Client Experience and Streamline Your Workflow – Sponsored by TaxDome

Speaker: Frankie Quintero Price: Free for All Mark your calendars! Join Frankie Quintero, Senior Account Executive at TaxDome, on April 30, 2025, for an insightful webinar in Spanish designed to help you elevate your client experience and streamline your workflow—sponsored by TaxDome. This webinar is open to everyone. Don’t miss this opportunity to gain valuable strategies to optimize your tax practice! Registration will be available soon—we look forward to seeing you there!...

English: Elevate Your Client Experience and Streamline Your Workflow – Sponsored by TaxDome

Speaker: Frankie Quintero Price: Free for All Mark your calendars! Join Frankie Quintero, Senior Account Executive at TaxDome, on April 30, 2025, for an insightful webinar designed to help you elevate your client experience and streamline your workflow—sponsored by TaxDome. This webinar is open to everyone. Don’t miss this opportunity to gain valuable strategies to optimize your tax practice! Registration will be available soon—we look forward to seeing you there! NAEA...

May Virtual Roundtable for EAs Living in Europe

Price: Free to All Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA! Register

May New Member Brown Bag Webinar

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! Register

May Member Roundtable

Moderator: David Woods, EA, USTCP Price: Free for Members 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. As part of NAEA’s member-exclusive offerings, this open roundtable provides a space to connect, exchange insights, and stay ahead in the ever-evolving tax landscape—all at no cost to members. Not a member yet? Join NAEA today to...

TaxAct Demo

Mark your calendars for a demo of TaxAct, a leading tax preparation software designed to help you simplify tax filing, maximize efficiency, and improve accuracy. Learn how TaxAct’s tools and features can support your tax practice and make tax season easier than ever. This session is open to everyone, and registration will be available soon. Don’t miss this opportunity to see TaxAct in action and explore ways to enhance your...

Ignition Demo

Price: Free for All Mark your calendars for an exclusive demo of Ignition, the all-in-one platform designed to help you streamline your client engagement process, automate proposals, and simplify payments. Discover how Ignition can enhance efficiency, improve client relationships, and elevate your tax practice. This session is open to everyone, and registration will be available soon. Don’t miss this opportunity to explore powerful tools to optimize your workflow! NAEA members...

NTPI Ask the Expert: Bankruptcy and Taxes

Speakers: Heather Posey, EA, NTPI Fellow & Zach Lyda, J.D. CE: 2 IRS/CTEC Price: $30 for Fellows | $60 for Members | $120 for Nonmembers This course will expound on your IRS representation skills learned throughout your NTPI journey. We will discuss IRS updates in examination, collection, and the IRS overall. This webinar is geared towards our NTPI Fellows and current students, but all are welcome to join! Learn more...

2025 Capitol Hill Fly-In

Join NAEA's Capitol Hill Fly-In (May 13-14, 2025): Advocate for Enrolled Agents, Connect with Congress, and Gain Exclusive Insights from IRS Experts and Policymakers!

MAcEA: May Meeting

CE: 2 IRS Price: $70 for Members | $120 for Nonmembers More details coming soon! In the meantime, visit the MAcEA Chapter homepage for tax resources, events, email sign-up, and more.