Ethical Responsibilities When Dealing with Technology – Cross-referencing AI, Circular 230, and Ethics Topics – Sponsored by Drake

CE: 1 IRS/CTEC Speaker: John Sapp Mark your calendars for our upcoming webinar, Ethical Responsibilities When Dealing with Technology - How to Cross Reference AI, Circular 230, and Ethics Topics - sponsored by Drake. This session will delve into important tax topics and strategies designed to help grow your practice and advance your expertise. Stay tuned for additional details and registration information. We look forward to seeing you there!   Register

Hot Topic: Navigating Stock Options – A Tax Guide to Effective Planning (2 CE)

Speaker: Chelsea Rustek, EA CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Mark your calendars for our upcoming webinar, Hot Topic: Stock Options. This comprehensive course is tailored for those seeking to navigate the nuanced world of stock options and taxation with confidence. The course will help to develop the expertise to optimize financial outcomes, minimize tax implications, and make informed decisions that align with your client’s goals....

August NTPI Roundtable

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. Learn more about the National Tax Practice Institute® (NTPI) and...

New Member Webinar

Join NAEA Membership and Education team's informational webinar going over the highlights of your new membership with NAEA. Get ready to 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! Registration coming soon! Stay tuned for more details.

August Solutions Room: Payment Methods and Paperless Initiative (1 CE)

Speaker: Frank Broadway, EA, CAA, NTPI Fellow CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Mark your calendars for our upcoming webinar, Solutions Room: Payment Methods and Paperless Initiative, happening on August 14 at 3 PM ET. Our webinars are designed to help grow your practice and advance your expertise. Stay tuned for additional details. We look forward to seeing you there! As part of NAEA’s Free CE...

Ignition Hosted Demo

Stay informed and up-to-date with the latest industry trends by attending this upcoming Ignition demo. Get paid on time, grow your revenue, automate your workflows with Ignition trusted by enrolled agents, accountants and tax professionals. Stay tuned for additional details and registration!

MNcEA: Summer Seminar

Time: 8:00 AM - 5:30 PM CT Education: 6 IRS CE Location: Drury Plaza Hotel St. Paul Downtown | 175 10th St E, St Paul, MN 55101 Speakers: Ben Martinek, CFP, EA, CSLP, RICP Join the Minnesota Chapter of the National Association of Enrolled Agents (MNcEA) for our Summer Seminar. This full-day event will feature expert presentations on key tax and financial planning topics, with special guest Ben Martinek, CFP,...

NTPI Ask the Expert: Transcript Analysis

Speakers: Clarice Landreth, EA and Marc Dombrowski, EA CE: 2 IRS/CTEC Price: Free for NTPI Fellows | $6o for Members | $120 for Nonmembers This course will expand on your IRS representation skills learned throughout your NTPI journey. We will discuss how to use transcripts in your practice. Learning Objectives: Review transcripts to determine which entries begin each of the statutes - refund, assessment, and collection. Increase your knowledge of entries on the transcripts....

Basil (CoralTree) Hosted Demo

Join Basil Software by CoralTree for a demo of their all-in-one software solution designed specifically for accountants to streamline their workflows, enhance team collaboration, and improve client communication. Stay tuned for additional details and registration information. We look forward to seeing you there!

Spanish Webinar: Litigio de Reembolsos contra el IRS (1 CE)

Speaker: Fernando Juárez, Esq., LL.M, EA. CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Marque sus calendarios para nuestro próximo seminario web en español con Fernando Juárez, Esq., LL.M, EA. Este curso proporciona a los profesionales de impuestos una guía completa sobre los procedimientos administrativos y judiciales necesarios para reclamar reembolsos al IRS. Se analizará el marco legal aplicable, incluyendo los requisitos jurisdiccionales establecidos en los Códigos...

August Member Roundtable

Moderator: Mary Sunderland, 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. Join NAEA today to access this...

Sole Proprietor Certificate Program: Introduction to Sole Proprietors

Speakers: Jane Ryder, EA, CPA; AJ Reynolds, EA; Michael Miranda, CPA, QKA, NQPC, AEP; David Woods, EA, USTCP CE: 14 IRS/CTEC Price: $225 for Members | $385 for Nonmembers The Sole Proprietors Certificate Program is designed to provide comprehensive training for professionals working with or advising sole proprietors on tax and business matters. This program offers practical instruction on core concepts such as Schedule C reporting, depreciation, deductions and credits,...