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Join the NAEA community of enrolled agents at NAEA Tax Summit from July 28–30, 2025, at the Grand America Hotel in Salt Lake City! This event is perfect for learning the latest in tax and representation.
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This webinar will introduce and provide an overview of health savings accounts (HSAs). We will cover what an HSA is, who can open one, and how much they can contribute. We will also discuss opening an HSA, even if you are self-employed. We will review the triple tax savings of having an HSA during our time together. We will also cover what happens to an HSA when the taxpayer dies,...
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
Speaker: Ruben Valdes, EA, USTCP CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Este curso introductorio está diseñado para dotar a los profesionales de las herramientas necesarias para asistir a los contribuyentes impactados por embargos del IRS. A lo largo del programa, los participantes examinarán las razones subyacentes por las cuales el IRS impone embargos, explorarán las dificultades económicas que sufren los contribuyentes afectados y aprenderán a...
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...
Annual Convention-Cool Breezes and Hot Topics In-Person Conference June 2 - 5, 2025 | 8:30am-4:30pm Speaker(s):Mary Mellem, EA Tynisa "Ty" Gains, EA Mary Beth Lougen, EA CE: 21 Hours Price: $2000 Double/ $2400 Single All Inclusive, Except Airfare WHAT TO EXPECT: All-Inclusive stay at the Riviera Maya Resort in either Maya Beach of Maya Caribe. https://www.barcelo.com/en-us/barcelo-maya-grand-resort/erence. Schedule begins Monday, June 2nd 4:00 pm for Registration & Happy Hour and Ends...
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...
We’re currently gathering all the details, and registration will be available soon! Please note that the date and time are tentative and may change. 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!
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...
