Events

Join us for a well-deserved post–tax season coffee break on Tuesday, May 20, 2025, at 10:00 AM CST! Reconnect with fellow tax professionals over coffee at Mugshots. Enjoy great conversation, coffee, and breakfast - on us! Please RSVP by May 16, 2025 to secure your spot. Location: Mugshots | 10518 France Ave S, Bloomington, MN 55431   Register

Speaker: Frankie Quintero Price: Free for All ¿Qué es lo que realmente quieren los clientes de sus contadores y profesionales fiscales? En esta sesión exclusiva, exploraremos un informe clave de la industria basado en las respuestas de 1,000 contribuyentes en Estados Unidos. Obtendrás información valiosa sobre cómo están cambiando las expectativas — desde las preferencias de comunicación y el valor percibido hasta los factores que impulsan la lealtad y las...

Speaker: Gregory Zakarian, EA Education: 2 IRS CE Location: Hilton Garden Inn | 450 Totten Pond Rd, Waltham, MA 02451 Price: $70 Member | $120 Nonmembers Connect with fellow enrolled agents during the Massachusetts Chapter of Enrolled Agents (MAcEA) meeting in May. Learn More & Register

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...

Run a Smarter, More Flexible Tax Practice From Anywhere with TaxWise Online As a tax professional, you need a solution that keeps you efficient, compliant, and connected — wherever you work. Join us for a live demonstration of TaxWise Online, the virtual tax office built to help you manage returns, collaborate with clients, and grow your practice with confidence. What You'll See in the Demo: Remote Access — Work securely...

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...

Time: 6pm-8pm CST Price: $25 Members | $30 Nonmembers Location: Jaspers | 1918 West End Ave., Nashville, TN 37203 Join TNcEA for a well-deserved post-tax season celebration and networking! Come share your tax season stories, network with colleagues, and toast to another successful filing season while enjoying appetizers and an open bar.   Register

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...