Join TaxFlow for an exclusive demo of the TaxFlow platform – the simple, intuitive tax workflow software designed to streamline your practice. In this 45-minute webinar, see how TaxFlow can save you time, reduce errors, and improve client satisfaction. TaxFlow also has a special offer just for NAEA members, and they’re excited to share it with you. Don’t miss this opportunity to optimize your tax preparation process! Register now to...
Presenters: Cory P. Ratner, EA; Amy M. Winters; James Whitehouse; Joe McCarthy, CPA; Lorraine Kearn, EA CE: 4 IRS Price: $50 for Members | $100 for Nonmembers Join us for an engaging virtual session starting with essential state updates for New Hampshire, Maine and Vermont. Following the updates, we’ll dive into three in-depth education sessions designed to enhance your practice with valuable knowledge on critical tax topics. Register
As the business landscape evolves, your clients increasingly depend on you as their trusted advisor. Join this webinar for an exclusive demo tailored for NAEA members, where you can discover how ADP Accountant Connect can enhance your productivity and enable you to engage in meaningful conversations with your clients. This free, award-winning platform is designed to prepare your clients for whatever comes next. We will cover: How ADP Accountant Connect...
Time: 1:00 PM - 5:00 PM CT (Each day) Topics: Business Tax Update CE: 8 IRS Speaker: Jaye E. Tritz, EA, CFP In this two-part, 8 CPE event, we will present updates on a variety of business-related topics including the filing of the Beneficial Owner Information Report (BOI) as required by the Corporate Transparency Act (CTA), the employer-related changes to retirement plans associated with the SECURE Act 2.0, the issues...
Location: Zoom IRS CE: 3 CE Speakers: Beth Logan, Paula Massa, Gregory Zakarian and Scott Franklin Join MAcEA for their most popular education event of the year, with a virtual date in December and an in-person date in January to accommodate your schedule and CPE needs. MAcEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2025 filing season. Register
Speaker: Liz Zitzow CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers Sometimes when you start a return that you think you can handle, you discover you’ve bitten off more than you can chew. You’ve now invested hours of your workweek into this seemingly simple project, and there seems to be no end in sight. How will you get your other clients done in time? Should you abandon...
Speaker: Tana Qoqi, Taxpayer Advocate Service CE: 2 IRS Price: $40 for Members | $80 for Nonmembers Connect with fellow enrolled agents during the Massachusetts Chapter of Enrolled Agents (MAcEA) virtual meeting in December. IRS Taxpayer Advocate, Tana Qoqi, will be leading a two hour discussion on TAS overview and annual report to congress. Register
CANCELLED: Marketing Strategies
THIS WEBINAR HAS BEEN CANCELLED. WE APOLOGIZE FOR ANY INCONVENIENCE. IF YOU HAVE ANY QUESTIONS, PLEASE EMAIL EDUCATION@NAEA.ORG. Presenter: Madeline Reeves, EA Price: $10 for members | $20 for nonmembers This course is designed to provide participants with a comprehensive understanding of various marketing strategies and channels, both traditional and digital, to effectively promote products or services. This course delves into the different approaches to marketing, including online marketing techniques,...
Join us for a special event sponsored by the NAEA PAC with guests Rep. Gwen Moore (D-WI) and Rep. David Kustoff (R-TN). Representatives Moore and Kustoff are members of the House Ways and Means Committee and serve on the Tax Subcommittee. Learn about plans for the new 119th Congress, tax reform, priorities on the Ways & Means Committee, and more. Register
Register for a live demo of TaxWise® Online to learn how to prepare more returns in less time. Our Solution Architect will guide you through TaxWise and answer any questions you may have on the features and functions of our software. Optimize your revenue and efficiency in 2025! Demonstration Topics: • Overview of TaxWise software • New in TaxWise Online, Business Returns in the cloud • Online Vault: Organize and...
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
In this 1 hour CE event, we will examine and explore the requirements and procedures for IRS information return and payment systems, including EFTPS, IRS, and FIRE. Discussion and commentary will be provided to assist you in meeting your information return filing and payment systems requirements. IRS Course ID: FAHHB-T-00179-24-O 1 CE Hour -- Federal Tax Law. OSEA Members are at no cost, $10 for non-members. Any EA or EA...
Salt Lake City, UT | July 28 – 30, 2025
