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
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 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...
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...
Speaker: Beth Logan, EA Price: $10 for members | $20 for nonmembers This course is specifically designed for individuals who are interested in launching their own tax services business. Whether you are a seasoned tax professional looking to transition to self-employment or an aspiring entrepreneur seeking to enter the tax industry, this course will provide you with the essential knowledge and practical skills to establish and grow a successful tax practice....
CANCELLED: NTPI 2024 November Roundtable
This month's NTPI Fellow Roundtable is cancelled. Sorry for any inconveniences. We will see you next month or join us Nov. 19th for NTPI Grad Class: Ethical Issues for the Modern Practice! Join NAEA each month for a member-only 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...
Speaker: Pete Lindstrom Price: Free for Members | $50 for Nonmembers Dive into the importance of protecting client privacy and necessary safeguards all tax professionals should take, during this webinar. Learning Objectives: Understand the landscape of privacy regulations on both a federal and state level Understand what physical, technical and administrative precautions you should take Understand how to adapt to special situations through a knowledge of the cybersecurity framework and best practices Now...
Speakers: Kelly Myers, MBA, EA, Joshua Youngblood, EA, CTRS, CRETS, NTPI, and Harris “Trip” H. Barnes, III CE: 16 IRS (No CTEC available) Price: $500 NAEA members / $600 nonmembers The Mississippi Chapter of Enrolled Agents (MScEA) invites you to the Fall Conference, offering a wealth of educational opportunities. Join MScEA at the Hilton Garden Inn Jackson Flowood, where essential topics such as tax representation, cybersecurity, ministry-related tax issues, and...
Join NAEA Membership and Education teams 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, navigating your account, and more! Register
CE: 1 IRS/1 CTEC Speaker: Timalyn Bowens Price: Free for Members | $50 for Nonmembers Taxes can be complicated, but divorce adds a new layer of complexity. The implications of divorce affect more than just the taxpayer's filing status and tax brackets. This course will cover those things as well as the impact on taxpayer assets and debts that have to be split. Specifically, how NOL carryovers, QDROs, estimated tax payments,...
CE: 2 IRS ethics credits and 2 CTEC credits Speaker: Rebecca Sheppard and Peter Haukebo Price: $10 for Members | $20 for Nonmembers This course is designed to provide tax professionals with a comprehensive understanding of ethical considerations and compliance requirements outlined in Circular 230. Circular 230 sets forth the rules and regulations established by the internal Revenue Service (IRS) governing the conduct of tax practitioners, including enrolled agents. This...
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...
