Date of Event: 11/14/24, 11/15/24 Event Start and End Times: 8:00 am to 5:00 pm Event Type: In-Person Conference Speaker(s): Allan J. "A.J." Reynolds, EA; Michael R. Miranda CPA, QKA, AEP Description: Join us in person or online at North Eastern State University, where you will be able to earn up to 16 CE units from various engaging speakers. Our two headliner speakers will be Allan J "A.J." Reynolds, EA,...
Where: US Custom House, Room 300 | 200 Chestnut St, Philadelphia, PA 19106 Speaker: The Honorable Judge Tamara Ashford Presiding CE: 2 FREE IRS CE for NAEA members Price: Free for Members | $20 for Nonmembers Calendar Call is the start of tax court for the week. The judge runs through the cases, sets schedules, and makes some determinations. Afterwards, the judge will make herself available to the group for...
Speaker: Ryan Embree Join this practical 30-min demo and see how Ignition can simplify and streamline proposals and payments for your tax practice. As tax season approaches, now’s the time to prepare your business for a more efficient 2025 by adopting the right technology. Discover how Ignition’s platform can help you manage client engagement, automate billing, and enhance your workflows so you can save time and be more profitable. Register
Speaker: Jerry Schreiber, CPA, "Master of Disaster" CE: 1 Hour Price: Free for Members | $100 for Nonmembers In light of the recent hurricanes that have devastated the Southeast, tax professionals face unprecedented challenges. Join the NAEA for an insightful webinar with speaker Jerry Schreiber, CPA, widely recognized as the "Master of Disaster." Schreiber, who has authored "Documenting a Casualty Loss" in the Journal of Accountancy, brings extensive expertise in...
Speakers: Thad Inge & Michelle McCaughey Post-Election Update – Join NAEA for an in-depth analysis of the November elections, including insights on the makeup and leadership of Congress next year. We will examine how the election outcome impacts tax reform in 2025 and Congress’s ability to push through legislation. We will also discuss tax policy in the next administration including what to expect from the IRS. Register
CE: 2 IRS Ethics and 2 CTEC credits Speaker: Thomas A. Gorczynski, EA, USTCP Price: $30 for NTPI Fellows/Grads/In-Progress | $60 for Members | $100 for Nonmembers This course examines how Circular 230 interacts with four key trends in tax practice: remote work, technology, artificial intelligence, and value pricing. Based on insights from the IRS presentation "Circular 230: Professional Responsibilities in Today’s Tax Practice" by Sharyn Fisk, participants will understand how...
Time: Nov. 20 2:00 - 6:00 PM | Nov. 21 2:00 - 6:00 PM Speaker: Jaye E. Tritz, EA, CFP CE: 8 IRS Price: $200 for Members | $275 for Nonmembers This course offers a concise overview of the key concepts in trusts and estate planning. Participants will learn essential tools for asset protection and effective estate management. Ideal for anyone looking to understand trust and estate administration. Register
Price: Free for Members Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. Register
Speaker: Ruben D. Valdes, EA, USTCP CE: 1 IRS/CTEC Este seminario dirigido por un instructor explica de forma detallada el concepto de Compensación Razonable en pequeñas empresas con un enfoqueen las Corporaciones S. La sesión cubrirá los factores que se debenconsiderar para determinar una compensación justa y razonable para accionistas-empleados conforme a los requisitos del IRS, además de losriesgos de clasificaciones incorrectas de distribuciones, dividendos u otras formas de compensación...
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
Presenter: Timalyn Bowens Price: $10 for Members | $20 for Nonmembers This course is designed to equip individuals with the knowledge and skills to effectively utilize social media platforms to enhance personal branding and achieve professional goals. In today's digital age, social media has become a powerful tool for self-promotion, networking, and career advancement. This course provides practical guidance and insights into leveraging social media platforms strategically to create a strong...
CE: 11 IRS/CTEC Speakers: Jane Ryder, EA, CPA; Darryl Brown, PhD, EA, CPA, NTPI Fellow; Beth Logan, EA The Individual Credits and Deductions Certificate program is designed to provide tax professionals with a comprehensive understanding of various tax credits and deductions available to individuals. Through a series of eight classes, participants will dive into topics such as earned income tax credits, child tax credits, education deductions, energy credits, alternative minimum...
