MNcEA: Summer Seminar

Time: 8:00 AM - 5:30 PM CT Education: 6 IRS CE Location: Drury Plaza Hotel St. Paul Downtown | 175 10th St E, St Paul, MN 55101 Speakers: Ben Martinek, CFP, EA, CSLP, RICP Join the Minnesota Chapter of the National Association of Enrolled Agents (MNcEA) for our Summer Seminar. This full-day event will feature expert presentations on key tax and financial planning topics, with special guest Ben Martinek, CFP,...

NTPI Ask the Expert: Transcript Analysis

Speakers: Clarice Landreth, EA and Marc Dombrowski, EA CE: 2 IRS/CTEC Price: Free for NTPI Fellows | $6o for Members | $120 for Nonmembers This course will expand on your IRS representation skills learned throughout your NTPI journey. We will discuss how to use transcripts in your practice. Learning Objectives: Review transcripts to determine which entries begin each of the statutes - refund, assessment, and collection. Increase your knowledge of entries on the transcripts....

Basil (CoralTree) Hosted Demo

Join Basil Software by CoralTree for a demo of their all-in-one software solution designed specifically for accountants to streamline their workflows, enhance team collaboration, and improve client communication. Stay tuned for additional details and registration information. We look forward to seeing you there!

Spanish Webinar: Litigio de Reembolsos contra el IRS (1 CE)

Speaker: Fernando Juárez, Esq., LL.M, EA. CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Marque sus calendarios para nuestro próximo seminario web en español con Fernando Juárez, Esq., LL.M, EA. Este curso proporciona a los profesionales de impuestos una guía completa sobre los procedimientos administrativos y judiciales necesarios para reclamar reembolsos al IRS. Se analizará el marco legal aplicable, incluyendo los requisitos jurisdiccionales establecidos en los Códigos...

August Member Roundtable

Moderator: Mary Sunderland, 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. Join NAEA today to access this...

Sole Proprietor Certificate Program: Introduction to Sole Proprietors

Speakers: Jane Ryder, EA, CPA; AJ Reynolds, EA; Michael Miranda, CPA, QKA, NQPC, AEP; David Woods, EA, USTCP CE: 14 IRS/CTEC Price: $225 for Members | $385 for Nonmembers The Sole Proprietors Certificate Program is designed to provide comprehensive training for professionals working with or advising sole proprietors on tax and business matters. This program offers practical instruction on core concepts such as Schedule C reporting, depreciation, deductions and credits,...

Spanish Webinar: Criminal Tax (1 CE)

Speaker: Fernando Juarez CE: 1 IRS/CTEC Pricing: Free for Members | $60 for Nonmembers Marque sus calendarios para nuestro próximo seminario web en español con Fernando Juárez, Esq., LL.M, EA. El IRS está dedicando nuevos e importantes recursos a la detección del fraude fiscal civil y penal, incluyendo la falta de presentación de las declaraciones de información requeridas, la falta de declaración de ingresos nacionales e internacionales por parte de los...

September NTPI Roundtable

Moderator: Laura Strombom, EA, MBA, USTCP 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. Registration will be...

Tax Rep Fundamentals: Intro to Collections

Speaker: Marc Dombrowski, EA CE: 1 IRS/CTEC Price: $30 for Members | $60 for Nonmembers Mark your calendars for our upcoming webinar, Tax Rep Fundamentals: Intro to Collections, happening on September 12 at 2 PM ET. Participants will begin by reviewing IRS Form 2848 (Power of Attorney) and proceed through a range of IRS correspondence and collection forms with a focus on appropriate response strategies. The session will emphasize the...

NTPI Grad Class: All Things Appeals (2 CE)

Speaker: Eli Noff CE: 2 IRS/CTEC Pricing: Free for NTPI Fellows | $60 for Members | $120 for Nonmembers Mark your calendars for our upcoming webinar, NTPI Grad Class: All Things Appeals, happening on September 16 at 2 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! This webinar is...

NAEA Board of Directors Meeting

Join NAEA's Board of Directors meeting on September 19th for key association updates and important member information. Register

September Solutions Room: Form 1099-DA Reporting Digital Assets in a New Era of Transparency (1 CE)

Speaker: Tynisa Gaines, EA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Mark your calendars for our upcoming webinar, Solutions Room: Form 1099-DA Reporting Digital Assets in a New Era of Transparency, happening on September 24 at 3 PM ET. With the release of Form 1099-DA, the IRS is signaling a significant step toward standardized reporting of digital asset transactions. This session will introduce tax professionals to...