May Member Roundtable

Moderator: David Woods, EA, USTCP 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. Not a member yet? Join NAEA today to...

TaxAct Demo

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! NAEA members enjoy exclusive...

NTPI Ask the Expert: Bankruptcy and Taxes

Speakers: Heather Posey, EA, NTPI Fellow & Zach Lyda, J.D. CE: 2 IRS/CTEC Price: $30 for Fellows | $60 for Members | $120 for Nonmembers Navigating tax liabilities in the context of bankruptcy requires a fundamental understanding of how tax debts interact with bankruptcy proceedings. This course provides tax professionals with a comprehensive overview of the bankruptcy process under the U.S. Code, emphasizing the treatment of tax debts. Participants will...

2025 Capitol Hill Fly-In

Join NAEA's Capitol Hill Fly-In (May 13-14, 2025): Advocate for Enrolled Agents, Connect with Congress, and Gain Exclusive Insights from IRS Experts and Policymakers!

MAcEA: May Meeting

CE: 2 IRS Price: $70 for Members | $120 for Nonmembers More details coming soon! In the meantime, visit the MAcEA Chapter homepage for tax resources, events, email sign-up, and more.

GAEA Affiliate: 30th Annual Convention & Workshop

Georgia Association of Enrolled Agents Time: 9:00 - 5:00 PM ET (Each day) Event Type: In-Person Conference Speaker(s): Beanna Whitlock, EA and AJ Reynolds, EA 30th Anniversary of GAEA's Annual Convention and Tax Education Seminar hosted at the Westin Resort at Jekyll Island, Georgia.  Enjoy the beach and get some CE! Register today!

Tax Rep Fundamentals: Intro to Representation

Speaker: Heather Posey, EA, NTPI Fellow Price: $60 for Members | $120 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 trusted tax advisor?...

May Solutions Room: Self-employment Health Insurance and Home Office

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...

Intervención Efectiva: Estrategias Prácticas para Asistir a Contribuyentes Afectados por Embargos del IRS (1 CE)

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...

May 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. Not a member yet? Join NAEA today to access this...

Texas Society of Enrolled Agents: Annual Convention-Cool Breezes and Hot Topics

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...