November Virtual Roundtable

Date: Thursday, November 17th 4:00 – 5:00 PM EST Free NAEA members-only event 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.

Board of Directors Meeting

Date: Friday, November 18th 12:00 – 5:00 PM EST Free NAEA members-only event

2022 Tax Planning for Student Loan Repayment and Forgiveness – Sponsored by PayForEd

Date: Tuesday, November 22nd 2:00 – 3:00 PM EST Speaker: Fred Amrein Price: Free for NAEA Members | $50 for nonmembers CE: 1 Provides tax preparers the insights and strategies linking student loan repayment to personal and business taxes. The new legislation will automate the IRS tax information with many Department of Education systems related to loan repayment, forgiveness, and the FAFSA. This new automation will be implemented starting Mid-2023...

NAEA Education Foundation Annual Meeting

Date: Monday, November 28th 3:00 – 4:00 PM EST Register in advance for this webinar. After registering, you will receive a confirmation email containing information about joining the webinar.

CoinTracking 101 – Sponsored by CoinTracking

Date: Wednesday, November 30th 1:00 – 3:00 PM EST Speaker: Benjamin Strube, Sales Manager Price: Free for NAEA Members | $100 for nonmembers This webinar has the intended goal to provide you a better understanding on how CoinTracking is utilized to connect with crypto tax clients and generate tax reports.

December 2022 NTPI Ask the Experts (2 CE)

Date: Thursday, December 1st 2:00 – 4:00 PM EST Speakers: Clarice Landreth, EA and Tom Gorcsynski, EA, USTCP Price: $30 members | $50 Nonmembers CE: 2 This session will review concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation. We will have a case study followed by an open-ended question and answer session, regarding IRS topics including exams, collections, and appeals. Learning Objectives: Apply...

2022 Data Security Plan Update: WISP Changes

Date: Thursday, December 8 1:00 – 2:00 PM EST Speaker: Allen J. Reynolds, EA Price: Free for NAEA Members | $50 nonmembers CE: 1 Under the FTC Safeguards Rule, financial institutions must protect the consumer information they collect. The Gramm-Leach-Biley (GLB) Act of 1999 requires companies defined under the law as “financial institutions” to ensure the security and confidentiality of this type of information. The “financial institutions” definition includes professional...

December 2022 Solutions Room

Date: Thursday, December 8th 4:00 – 5:00 PM EST Speaker: Frank Lin Price: Free for NAEA Members | $50 for nonmembers 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!

Representation Interest Webinar: What to Expect When Doing Representation Work

Date: Monday, December 12th 12:00 – 2:00 PM EST Speakers: Clarice Landreth, EA and Beth Logan, EA Price: Free for NAEA Members | $50 for nonmembers Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection representation, ways to access IRS records, and what resources are available to explore representation. Identify the difference between a 2848 and 8821...

NAEA 2022 Tax Update: Business

CE: 2 IRS CE credit (for live attendance only, recording posted) Speaker: Michael Miranda, CPA & AJ Reynolds, EA  Cost: $60 members/ $100 nonmembers Join us for an overview of the latest changes so you can be better informed to help your clients with their tax planning and get ready for the upcoming tax season. There have been so many changes this year plus a plethora of IRS guidance. Learn...