Events

Moderator: Richard Ogg Price: Free for Members Only 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

Join NAEA Membership and Education team's brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together with your favorite coffee, snack, or lunch and learn all that your NAEA membership has to offer, navigate your account, and more! Plus, you'll have the opportunity to meet the Membership Committee, ask questions, and connect with tax pro peers!   Register

Speakers: Clarice Landreth, EA and Geoff Plourde, EA, JD, CPA CE: 2 IRS/CTEC Price: Free for Fellows | $30 for Members | $100 for Nonmembers This course will expound on your IRS representation skills learned throughout your NTPI journey. We will discuss IRS updates in examination, collection, and the IRS overall. Learning Objectives: Identify recent updates relevant to representing a taxpayer before the IRS. Learn how to better represent taxpayers...

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   Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your...

Moderator: Alan Pinck, EA Price: Free for Members 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 webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.   Register   Not a member yet? Become part of NAEA today to unlock access to...

Speaker: Beth Logan, EACE: 1 IRS/CTECPrice: Free for Members | $50 for Nonmembers This class will explain dementia and its warning signs. We will discuss the obligations for EAs regarding the sharing of information, collection of information, and review of the returns with clients. Through interactive discussions about various scenarios, we will develop ideas for handling dementia clients. Objectives: Explain dementia and related issues. Propose possible scenarios for dealing with...

Speaker: William Hill, MBA Pricing: Free for All This course is designed to empower individuals with the knowledge and skills to effectively manage their time, prioritize tasks, and optimize productivity in both personal and professional domains. In today's fast-paced world, mastering time management techniques is essential for achieving goals, reducing stress, and maintaining a healthy work-life balance. This course explores practical strategies, tools, and mindset shifts to enhance personal efficiency,...

Moderator: David Woods, EA, USTCP 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.   Register   Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career...

Price: Free to All 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. Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA!   ...

Speaker: Jane Ryder, EA, CPA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers The new Form 7217 will be filed by any partner receiving a distribution of property from a partnership (non-liquidating or liquidating) to report the basis of the distributed property, including any basis adjustment required by section 732(a)(2) or (b). This reporting may involve more than simply determining the relative values of the partner's basis in the...

Moderator: Laura Strombom, EA, NTPI Fellow 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...