Events

Speaker: Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping This webinar explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using Ignition. Hosted by Ignition’s Advocacy Manager Jennie Moore and featuring special guest Jeremy Wells, CPA and EA of Steadfast Bookkeeping, this session will provide actionable insights into building a future-proof tax practice. Jeremy, a recognized tax strategist and advocate for...

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...

Price: Free for All Mark your calendars for our upcoming webinar with SmartVault, happening on July 16 at 1 PM ET. Our webinars are designed to help grow your practice and advance your expertise. Stay tuned for additional details and registration information. We look forward to seeing you there! Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new...

Moderator: Rawad Abou Hassan, EA, MBA 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. Learn more...

Moderator: AJ Reynolds, EA 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...

Spearker: Petar Lliev, CRO of TaxDome Mark your calendars for our upcoming webinar, Charge More by Specializing: How Much Will Clients Pay for a Niche Tax Professional? - Sponsored by TaxDome. Discover how specialization can transform your tax practice. In this data-driven session, Petar Iliev, CRO of TaxDome, will unveil exclusive insights from a survey of over 400 tax and accounting businesses. You’ll learn how choosing a niche impacts client acquisition,...

Mark your calendars for our upcoming webinar Sponsored by TaxPlanIQ. This session will delve into important tax topics and strategies designed to help grow your practice and advance your expertise. Stay tuned for additional details and registration information. We look forward to seeing you there!

Save the Date: July 28 – 30, 2025 Location: Salt Lake City, Utah | The Grand America Join NAEA from July 28–30, 2025, for the Tax Summit in Salt Lake City, Utah, at The Grand America, where elevation meets aspiration! This premier event will bring together tax professionals from across the country for three days of insightful sessions, networking opportunities, and professional growth. Get ready for our biggest event of...

NAEA 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

CE: 1 IRS/CTEC Speaker: John Sapp Mark your calendars for our upcoming webinar, Ethical Responsibilities When Dealing with Technology - How to Cross Reference AI, Circular 230, and Ethics Topics - sponsored by Drake. This session will delve into important tax topics and strategies designed to help grow your practice and advance your expertise. Stay tuned for additional details and registration information. We look forward to seeing you there!   Register

Speaker: Chelsea Rustek, EA CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Mark your calendars for our upcoming webinar, Hot Topic: Stock Options. This comprehensive course is tailored for those seeking to navigate the nuanced world of stock options and taxation with confidence. The course will help to develop the expertise to optimize financial outcomes, minimize tax implications, and make informed decisions that align with your client’s goals....

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. Learn more about the National Tax Practice Institute® (NTPI) and...