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...
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...
Event Type: Virtual Webinar Speaker(s): Frank Degen, EA, USTCP Event Cost (Optional): $45 for NYSSEA or NAEA Members | $90 for all others Description: Join us, along with our distinguished, nationally-known speaker, Frank Degen, EA, USTCP for a three hour CE event. This session will review the key changes (both statutory and administrative) to tax law for 2023 that impact individuals and small businesses. Attention will be placed on the...
Michigan Society of Enrolled Agents Event Title: MiSEA Annual Federal Tax Update Date of Event: Jan 11, 2024 Event Start and End Times: 7a-4p Event Type: In-Person Conference Speaker(s): Gary E. Skop, EA, ATA, MiSEA President Emeritus Description: MiSEA Annual Last Minute Federal Tax Update Topic: Federal Tax Update for 2023 Speaker: Gary E. Skop, EA., MiSEA President Emeritus Date: January 11, 2024 Registration Closes January 4, 2024, 5pm Opportunity...
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.
This session will review the key changes (both statutory and administrative) to tax law for 2023 that impact individuals and small businesses. Attention will be placed on the provisions of the Inflation Reduction Act with emphasis on the new energy and EV credits; provisions of the Secure Act 2.0; significant Appeals Court and lower court tax cases; and various IRS Notices and guidance. Changes involving the 2023 IRS tax forms...
12-5 p.m. EDT – Board Workshop Register Now
Overview: Hosted by IRS and CSEA SoCal Chapters, this unique online event will be held January 17-18, 2024. It brings the latest information about IRS policies and procedures that impact you and your clients. You don’t want to miss this opportunity to learn everything you need to be a tax hero and increase your value to your clients. NAEA Members save $40 on the nonmember rate using promo code NAEA-SAVE
La temporada de impuestos siempre trae consigo nuevos desafíos, y la próxima temporada no será la excepción. Únete a nosotros para estas actualizaciones y resumen de ritmo rápido, de asistencia obligatoria, donde recibirás la información y orientación más reciente que ha ocurrido en los últimos 12 meses y que afecta tu práctica, abarcando a tus clientes individuales y empresariales.
Event Type: Virtual Webinar Speaker: Kathryn Keane, EA Event Cost: $35 for NYSSEA or NAEA Members | $70 for all others Description: Get ready for filing 2023 New York State tax returns with this 2 hour update webinar. (may be extended to 3 hours, depending on last -minute updates) NO CE available for this NY-related CE session. Register Now
CE: 1 IRS & 1 CTEC credit Speaker: Jon Melloy For financial professionals cybersecurity isn’t optional, according to IRS 4557 protecting taxpayer data is the law. IRS 4557 and the FTC Safeguards Rule require tax professionals to put in place safeguards to protect their client data and develop a Written Information Security Plan (WISP) which documents their approach. But in this ever-evolving landscape of navigating a starting point can be...
