Events

Speaker: Frankie Quintero Price: Free for All What do clients really want from their accountants and tax professionals? In this exclusive session, we dive into a landmark industry report based on the responses of 1,000 U.S. taxpayers. You'll walk away with key insights about how expectations are shifting — from communication preferences and perceived value to loyalty drivers and technology demands. Whether you're looking to improve client retention, modernize your...

Speaker: Heather Posey, EA, NTPI Fellow CE: 1 IRS/CTEC Price: $30 for Members | $60 for Nonmembers Mark your calendars for our upcoming webinar, Tax Rep Fundamentals: Intro to Representation, happening on May 22nd, 2025 at 2pm ET. Tax preparation and representation often go hand-in-hand—when a return is selected for audit, a return shows a significant balance due, or other tax issues arise, who better to assist than a client’s...

Speaker: Beth Logan, EA CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Mark your calendars for our upcoming webinar, May Solutions Room: Self-employment Health Insurance and Home Office, happening on May 29, 2025, at 3pm EST. This class will cover the deductions for self-employed health insurance and the home office. It will cover eligibility, limitations, and the forms. The interaction between the health insurance deduction and the Premium Tax Credits...

Moderator: Alan Pinck, EA Price: Free for NTPI Fellows & In-progress Join NAEA each month for a member-only National Tax Practice Institute® (NTPI) Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This session is designed for NTPI Fellows, graduates, and current NTPI participants, providing a unique opportunity to engage with experts and peers in the field. Not a member yet? Join NAEA...

Speakers: Michael Miranda, CPA, QKA, NQPC, AEP & Parag Patel, Esq. CE: 8 IRS/CTEC (For Entire Program) Price: $240 for Members | $480 for Nonmembers This comprehensive program provides an in-depth exploration of trusts, covering fundamental concepts, legal principles, tax considerations, and advanced planning strategies. Participants will gain a strong foundation in trust structures, key trust document clauses, and tax filing requirements. The program will also delve into trust income...

Education: 16 IRS CE Speakers: Mary & David Mellem, EA, David Gannaway, MBA, CFE, CAMS, CVA, EA & Marta Haydym-Silver, CFP, AIF Location: Mill Falls at The Lake | 281 Daniel Webster Hwy, ​​​​Meredith, NH 03253 Price: $595 Member | $645 Nonmembers The Northern New England Chapter of Enrolled Agents (NNEcEA) invites you to our 12th annual education retreat, offering a wealth of educational opportunities. Join us at Mill Falls at...

Speaker: Parag Patel, Esq. CE: 2 IRS/CTEC Price: $60 for Members | $120 for Nonmembers This informative seminar explores tax law changes for 2025, equipping tax professionals with practical strategies to manage new compliance requirements and optimize client outcomes. Learning Objectives: Identify key updates affecting compliance and planning. Apply new rules and regulations to minimize client risk. Leverage changes for better client outcomes. Not a member yet? Become part of NAEA today...

Moderator: Rawad Abou Hassan, EA MBA Price: Free for NTPI Fellows & In-progress Join NAEA each month for a member-only National Tax Practice Institute® (NTPI) Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This session is designed for NTPI Fellows, graduates, and current NTPI participants, providing a unique opportunity to engage with experts and peers in the field. Not a member...

Moderator: Toni Williams, EA Price: Free for Members 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. As part of NAEA’s member-exclusive offerings, this open roundtable provides a space to connect, exchange insights, and stay ahead in the ever-evolving tax landscape—all at no cost to members. Not a member yet? Join NAEA today...

Join NAEA's Board of Directors meeting on June 13th for key association updates and important member information. Register