2024 October Roundtable

Price: Free to All 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. Register

Trade or Business Certificate Program

CE: 7 IRS/CTEC Price: $150 members | $300 nonmembers Is it a trade or business? Investment? Personal? This certificate program helps to answer this question – covering gambling losses, day trader rules, real estate professionals, authors, short-term rentals, and more. Register

TaxWise® Online Tax Software Product Demonstration

Join us for a live demo and see how TaxWise® Online, a Virtual Tax Office, provides tax preparers with the ability to access their tax returns and source documents anytime, anywhere using their laptop, tablet, or smartphone. TaxWise means business — see how you can prepare more returns in less time. Demonstration Topics: Access your tax returns anytime, anywhere Online Vault: Organize and store your client's tax documents online eSignature:...

MNcEA: 2024 Fall Conference

Location: LaQuinta West Bloomington | 5151 American Boulevard West, Bloomington, Minnesota 55437 Schedule: 7:00 - 8:00 AM CT - Breakfast | 8:00 AM - 4:30 PM CT - Tax Education Join MNcEA for a dynamic, full-day seminar designed to explore essential tax, financial, and ethical topics. This event covers a range of key areas, from Social Security planning and gifting strategies to retirement savings and ethical standards in the tax profession. The sessions...

CtSEA: FOIA vs. Disclosure Request

Time: 1:00pm – 2:00pm EST Speaker: Angelene Wierzbic, EA Price: CtSEA Members FREE Registration / $30 nonmembers *Contact Michael O’Leary, EA at mikeo24@bythebooktaxes.net for registration instructions

NYSSEA 37th Annual Conference

Speaker(s): Various - See Registration Form for Details CE: Up to 20 hour of CE Location: The Gideon Putnam in Saratoga Springs You're officially invited to NYSSEA's 37th Annual Conference, packed with high-quality education, networking, and fun! Our Annual Business Meeting will kick off via Zoom on Friday, October 18th at Noon, and the in-person conference will take place from October 25th to October 27th. Check out the full agenda, register...

FinCEN Filing Agents Demo: An eFile Solution for BOI

Join us for a free informative webinar on October 25, 2024, at 1 p.m. ET, where the National Association of Enrolled Agents (NAEA) and FinCEN Filing Agents will unveil an innovative eFile solution designed to help enrolled agents assist their clients in complying with the Corporate Transparency Act (CTA) ahead of the January 1, 2025 deadline. This partnership provides NAEA members with exclusive access to a streamlined platform for electronically...

Oklahoma Society of Enrolled Agents OKC Annual Seminar

Date of Event: 10/29/24 to 10/30/24 Event Start and End Times: 8:00 am to 5:00 pm each day Event Type: In-Person Conference Speaker(s): Randy Adams, EA; Melinda Garvin, EA Description: Join us in person or online at the OSEA Oklahoma City Annual Seminar where you will be able to earn up to 16 CE units from various engaging speakers. Current schedule of events is available at the OSEA website https://www.eaok.org...

TaxAct Demo

During this webinar, Sean Taylor – Director of Sales, will provide attendees with a demo of TaxAct Professional and answer any questions you may have about the software. If you are interested in seeing our software’s flow or are thinking about switching software’s in time for TY24, you won’t want to miss this virtual event. Register below to attend. We look forward to hosting your soon! Register

Reasonable Compensation Horror Stories – Sponsored by RCReports (1 CE)

CE: 1 IRS/CTEC Speakers: Eric Green, Dawn Brolin, Tom Gorczynski, EA, USTCP; and Paul Hanman Price: Free for Members | $50 for Nonmembers Reasonable compensation is one of the most misunderstood topics in the tax realm, but it can have very real, very large implications on your clients and your firm. If you work with S Corps, you have a duty of care to ensure your clients are taking appropriate...

Journey to GrEAt: Making an Impact in Leadership

Journey to GrEAt: Making an Impact in Leadership Speakers: Raven Deerwater, Lusundra Everett, Tynisa Gaines, Julie Harvey, Gary Anspach Leadership at NAEA is multi-dimensional and multi-faceted. Knowing about leadership not only involves what to do in formal positions of leadership but also how to informally enrich and build up our community of enrolled agents, of tax experts. In this discussion and sharing, you will be asked to participate, along with...

Cybercrime Prevention for Tax Professionals – Sponsored by Drake

RESCHEDULED: October 30, 2024 | 3:00 - 4:00 PM ET October 2, 2024 | 4:00 – 5:00 PM Speaker: Jared Ballew, VP of Government Relations Price: Free For Members | $50 Nonmembers During this webinar, Jared will provide an overview of the cyber threats that taxpayers and tax professionals face every day. Learning Objectives: Why cybercriminals target taxpayer data The methods cybercriminals use to steal taxpayer data Your data-security responsibilities as...