Events

Speaker: Sean Mullen  Ce: none  Cost: free to all   

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. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.

Details and registration link coming soon!

Speaker: Niko Borreguero Witt, Partnerships Manager Ce: none  Cost: $0/$50  Are you ready to unlock the secrets to achieving peak efficiency in your business processes? Join our comprehensive course, "Key Steps to build Efficient Workflows," where you'll gain the knowledge and practical skills needed to streamline your operations and elevate your productivity to new heights. This course is designed to empower you with the essential techniques and tools required to Read More >

Speaker: John Morse, CPA CE: 1 IRS/CTEC Are you a new advisor handling S Corp clients, or perhaps a seasoned professional facing the common query: "My S Corp client didn't take Reasonable Compensation last year. What now?" Explore the intricacies of "What to Do If Your Client Didn't Take Reasonable Compensation Last Year" in this informative session. Reasonable Compensation is not just a tax obligation—it's a strategic financial decision. Join Read More >

Speaker: Chelsea Rustek, EA CE: 1 IRS/CTEC This course explores how entity changes to an S Corporation can save taxpayers large sums of money. In addition we will explore setting compensation in terms of reasonability and optimizing for maximum retirement contributions. Formatted from a real life case study, we will see how $0 changes for clients can save thousands of tax dollars.

12-5 p.m. EDT – Board Workshop Register Now