Verito Webinar: Cybersecurity 101 for Tax and Accounting Professionals

Cybersecurity 101 for Tax and Accounting Professionals ​​​ July 10, 2024 | 4:00 - 5:00 PM EDT Sponsored by Verito​​ Speaker: Jatin Narang CEO Verito & Camren Majors, Co-founder and CMO of Verito Technologies Price: Free for Members | $50 Nonmembers Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar...

2024 July Solutions Room: Digital Assets

2024 July Solutions Room: A Simple Approach & Overview to Digital Assets ​​​​ July 11, 2024 | 4:00 - 5:00 PM EDT Speaker: Michael R. Miranda CPA, QKA, AEP CE: 1 IRS/CTEC Price: Free | $50 Non-Members Digital assets is a decentralized digital currency. The term “digital assets” generates countless amounts of uncertainty and anxiety among tax professionals. The language single-handedly strikes apprehension among us. This course will provide you...

2024 Tax Summit

Join NAEA from July 14th – 17th, 2024 for the 2024 Tax Summit with networking opportunities at JW Marriott Orlando Bonnet Creek Resort and Spa in fun filled Orlando, Florida! This four-day in-person Tax Summit focuses on representation, tax preparation, and practice management. Learn more.

2024 NAEA Annual Meeting

2024 Tax Summit Live Stream: Annual Meeting Members Only NAEA members, join us for our annual meeting at this year's Tax Summit!  Couldn't make it in person this year?  We've got you covered with our live stream so you don't miss out on important updates and changes!   Register here! 

Crosslink Demo: An Introduction to CrossLink 1040 Desktop and CrossLink Business for NAEA Members

July 24, 2024 | 1:00 - 2:00 PM EDT Speaker: Priscilla Amalbert Demo Price: Free to All In this webinar, attendees will receive a high-level introduction to both CrossLink 1040 Desktop and CrossLink Business Tax Software. We will demonstrate the flexibility of having different tax preparation methodologies, each geared towards delivering easy and fast tax return throughput. We’ll look at how simple and seamless completing returns with depreciable assets can...

DSUE: What is it? Why is it Important? Sponsored by Drake

July 24, 2024 | 4:00 - 5:00 PM EDT Speaker: Ann Campbell, CIA, CPA CE: 1 IRS/CTEC Sponsored by Drake Price: Free | $50 Non-Members The Deceased Spousal Unused Exclusion, or DSUE, is the amount of the federal estate tax exemption that is not used by a deceased spouse. Using the DSUE strategy for your clients will help preserve the unused amount from the first deceased spouse so it can...

2024 July Virtual Roundtable

2024 July Virtual Roundtable ​​​​ July 25, 2024 | 4:00 - 5:00 PM EDT Roundtable Discussion Price: Free to All 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

Specialty Business Certificate Program

Course Description The Specialty Business Certificate Program offers those that take it a well-rounded education on some niche business tax issues to include farming, military, marijuana and more! Attendees will leave the program with knowledge on several topics for their unique clients in these industries. Take this certificate program today and be confident in many niche business your clients may be involved in. CE: 12 IRS & 12 CTEC credits

July Hot Topic: Evolving Landscape of Worker Classification

July 30, 2024 | 3:00 - 5:00 PM EDT Speaker: John A. Mitchell CE: 2 IRS/CTEC Price: Free for Members | $100 Nonmembers This course will explore the evolving landscape of worker classification, focusing on the latest legal developments, IRS guidelines, and practical implications for tax professionals. This course will equip Enrolled Agents with the knowledge and tools needed to accurately classify workers and navigate the complexities of compliance. Register

Practice Education Webinar: Tech Tools Unleashed – Simplifying Tax Preparation for Professionals

July 31, 2024 | 2:00 - 3:00 PM EDT Speaker: Chelsea Rustek, EA Price: Free for Members | $50 Nonmembers This webinar will explore the latest tech tools involving the tax preparation process. From advanced software applications to automated systems, these innovative solutions can enhance efficiency, accuracy, and overall workflow. This session will equip you with the knowledge and insights to leverage technology effectively in your practice. Elevate your tax...

Advanced Business Issues Certificate Program

The Advanced Business Issues Certificate Program offers a comprehensive guide for the attendee involving issues of expenses associated with the production of income, buying or selling a business, choosing and/or changing the tax entity structure, and how to shut down a business. Learning Objectives: Understand the role of §212 with the production of income Understand how to allocate, assign and report values associated with asset purchases and sales involved in...