Events

Speaker: Shannon Vincent, Co-Founder of Renew Group Price: $10 for members | $20 for nonmembers This course provides tax professionals with valuable insights and techniques for establishing optimal pricing strategies for their tax services. Pricing plays a critical role in business profitability, attracting clients, and positioning oneself in the market. This course explores various pricing models, factors influencing pricing decisions, and the importance of value proposition in determining pricing. Participants will learn...

Registration Open! Join the NAEA community of enrolled agents for the 2024 National Tax Practice Institute: Level 3 Virtually from November 12-15, 2024! Immerse yourself in this four-day, interactive virtual conference focusing on IRS representation. Seize the opportunity to finish your NTPI journey and graduate with your peers to become an NTPI Fellow. Register now!

Where: US Custom House, Room 300 | 200 Chestnut St, Philadelphia, PA 19106 Speaker: The Honorable Judge Tamara Ashford Presiding CE: 2 FREE IRS CE for NAEA members Price: Free for Members | $20 for Nonmembers Calendar Call is the start of tax court for the week. The judge runs through the cases, sets schedules, and makes some determinations. Afterwards, the judge will make herself available to the group for...

Speaker: Ryan Embree Join this practical 30-min demo and see how Ignition can simplify and streamline proposals and payments for your tax practice. As tax season approaches, now’s the time to prepare your business for a more efficient 2025 by adopting the right technology. Discover how Ignition’s platform can help you manage client engagement, automate billing, and enhance your workflows so you can save time and be more profitable. Register

Speaker: Jerry Schreiber, CPA, "Master of Disaster" CE: 1 Hour Price: Free for Members | $100 for Nonmembers In light of the recent hurricanes that have devastated the Southeast, tax professionals face unprecedented challenges. Join the NAEA for an insightful webinar with speaker Jerry Schreiber, CPA, widely recognized as the "Master of Disaster." Schreiber, who has authored "Documenting a Casualty Loss" in the Journal of Accountancy, brings extensive expertise in...

Speakers: Thad Inge & Michelle McCaughey Post-Election Update – Join NAEA for an in-depth analysis of the November elections, including insights on the makeup and leadership of Congress next year. We will examine how the election outcome impacts tax reform in 2025 and Congress’s ability to push through legislation. We will also discuss tax policy in the next administration including what to expect from the IRS. Register

CE: 2 IRS Ethics and 2 CTEC credits Speaker: Thomas A. Gorczynski, EA, USTCP Price: $30 for NTPI Fellows/Grads/In-Progress | $60 for Members | $100 for Nonmembers This course examines how Circular 230 interacts with four key trends in tax practice: remote work, technology, artificial intelligence, and value pricing. Based on insights from the IRS presentation "Circular 230: Professional Responsibilities in Today’s Tax Practice" by Sharyn Fisk, participants will understand how...

Time: Nov. 20 2:00 - 6:00 PM | Nov. 21 2:00 - 6:00 PM Speaker: Jaye E. Tritz, EA, CFP CE: 8 IRS Price: $200 for Members | $275 for Nonmembers This course offers a concise overview of the key concepts in trusts and estate planning. Participants will learn essential tools for asset protection and effective estate management. Ideal for anyone looking to understand trust and estate administration. Register

Price: Free for Members 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. Register