Date: Monday, August 8th – Wednesday, August 31st Speakers: Multiple (TBA) Price: $620 for NAEA Members | $1100 for non-members CE: 24 Join NAEA virtually in the month of August for NTPI Level 3 – LIVE. NTPI Level 3 includes 24 CE focusing on Representation. Take the final step toward becoming an NTPI Fellow.
Date: Tuesday, August 30th 2:00 – 4:00 PM EST Speaker: Thomas A. Gorczynski, EA, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Circular 230 provides rules that enrolled agents and other practitioners must follow when both advertising services and pricing representation engagements. This course describes the application of these rules to tax representation practice.
Date: Wednesday, August 31st 11:00 AM – 12:00 PM EST Speakers: Thad Inge, JD, Michelle McCaughey, A.J. Reynolds, EA, Jeff Trinca, JD Price: Free to NAEA Members | $50 for non-members The Inflation Reduction Act was passed by the House on August 12th and signed into law by President Biden on August 16th. Join NAEA’s lobbyists, government relations director, and tax experts to hear timely information about the included tax Read More >
Date: Wednesday, August 31st 2:00 – 4:00 PM EST Speakers: Clarice Landreth, EA and Thomas Gorczynski, EA, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Participants will integrate the information learned in Level 3 through guided case studies.
Date: Wednesday, August 31st 6:30 - 9:00 PM EST Speakers: Various Price: $999 (Early bird before May 25), $1,300 after June 1st to MaSEA and NAEA Members - Individual sections priced separately The emphasis of the MaSEA SEE Prep program is succeeding with the exam. This program is only intended for the tax professionals seeking the US Treasury EA credential. The program is not an introductory training in tax. Consider Read More >
Date: Thursday, September 8th 4:00 – 5:00 PM EST Speaker: Coming Soon! Price: Free to NAEA Members | $50 for non-members CE: 1 Save the date - More info coming soon!
Date: Wednesday, September 14th 2:00 – 3:00 PM EST Speaker: Edgar Espinoza Price: Free for NAEA Members | $50 for nonmembers CE: N/A Out of the different types of client relationships, there are two in particular that are completely opposite and it’s crucial for firms to understand the impact that each of these has on the future of their business. In this webinar, you’ll learn the meaning of Online and Read More >
Date: Wednesday, September 14th 4:00 – 5:00 PM EST Speaker: Tom Kirkham Price: $20 CE: 1 In this webinar, you will learn the 5 critical steps needed to protect your firm and client data from malicious cyber attacks. These crucial steps will dramatically increase your overall security stance and will lessen the chances of you becoming a victim to cybercriminals. Cyber attacks are on the rise and every business is Read More >
Date: Wednesday, September 14th 6:30 – 8:30 PM EST Speaker: Martin S. Finn, JD, LL.M., CPA/PFS Price: $25 for NYSSEA/NAEA Members | $55 for non-members CE: 2 This webinar will provide an in-depth discussion of the role of charitable planning in a client’s overall tax, estate and financial planning, as well as specific review of the charitable strategies to consider in implementation.
Presenters: Kathy Morgan and Jeff Schneider. The Lodge at Geneva-on-the-Lake 4888 North Broadway (SR 534) Geneva-on-the-Lake, OH 44041
Date: Tuesday, September 20 4:00 – 5:00 PM EST Panelists: Lori Carpenter, EA and Jay Shah, EA Moderator: Catherine Bostock-Hudy, EA Price: Free to All CE: N/A Join NAEA for a panel discussion about the EA career and the pathways tax pros can take to get there. Hear from both prospective and current enrolled agents on their journey to becoming an EA and their insights now that they’ve obtained the Read More >
Date: Wednesday, September 21st 2:00 – 4:00 PM EST Speakers: Clarice Landreth, EA and Alan Pinck, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 This session will review concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation. Attendees will also discuss a case study followed by an open-ended question and answer session on IRS topics including exam, collections, and appeals. Read More >
Date: Thursday, September 22nd - Friday, September 23rd 12:00 – 5:00 PM CST Speaker: A.J. Reynolds, EA, Michael C. Whelan, Atty, CPA and J.T. Eagan, EA Price: $250 to NAEA Members (With Early Bird discount thru Sept 1 = $225) | $300 for nonmembers CE: 10 An In-person conference featuring A.J. Reynolds, EA, Michael C. Whelan, Atty & CPA, and J.T. Eagan, EA. Thursday & Friday, Sept 22 - 23 Read More >
Date: September 25 - 27, 2022 Registration Prices: Early Bird Registration: $350 for NAEA members | $650 for non-members Regular Registration: $550 for NAEA members | $850 for non-members Late Registration: $650 for NAEA members | $1,050 for non-members CE: 10 CE (8 IRS CE + 2 Ethics CE) Join NAEA from September 25th – 27th, 2022 in Pittsburgh, PA for the very first LEARN event. These two-day educational events Read More >
Date: Sunday, September 25th 2:30 PM – 6:00 PM EST Speakers: David l. Mellem, EA, NTPI Fellow and Jeffrey A. Schnedier, EA, CTRS, ACT-E, NTPI Fellow Price: Early Bird special (ends 8/31/22): $350 LSEA members, $400 nonmembers; Regular registration (after 8/31/22); $400 LSEA members, $450 nonmembers CE: 16 CE and 2 Ethics CE Join Louisiana Society of Enrolled Agents for 16 hrs of LIVE, IN-PERSON , and IRS approved Continuing Read More >
Date: Monday, September 26th 8:00 AM – 4:00 PM EST Speakers:Marc Dombrowski, EA, Gary Skop, EA, Dan Bosler, EA, Steve Rainey, EA, Kevin Kaye, Paul Erikson, Robert Mulcahy Price: $350 to NAEA Members | $375 for non-members CE: 16 Day 1-IRS Representation, Ethics, Open Forum Discussion to exchange various tax related issues with other attendees.
Date: Monday, September 26th 8:00 AM – 10:00 PM EST Speakers: David l. Mellem, EA, NTPI Fellow and Jeffrey A. Schnedier, EA, CTRS, ACT-E, NTPI Fellow Price: Early Bird special (ends 8/31/22): $350 LSEA members, $400 nonmembers; Regular registration (after 8/31/22); $400 LSEA members, $450 nonmembers CE: 16 CE and 2 Ethics CE Join Louisiana Society of Enrolled Agents for 16 hrs of LIVE, IN-PERSON , and IRS approved Continuing Read More >
Date: Tuesday, September 27th 8:00 AM – 4:00 PM EST Speakers: Marc Dombrowski, EA, Gary Skop, EA, Dan Bosler, EA, Steve Rainey, EA, Kevin Kaye, Paul Erikson, Robert Mulcahy Price: $350 to NAEA Members | $375 for non-members CE: 16 Day 2 will have two different breakout rooms to cover topics of 1040 Schedule A Itemized Deductions: Medical Contributions, Gambling, Taxes, Interest, Casualty/ Theft, K-2 and K, Miscellaneous, SEP/ Simple/ Read More >
Date: Tuesday, September 27th 8:00 – 5:00 PM EST Speakers: TBD Price: $50 to NAEA Members CE: TBD The Leadership Academy trains volunteers for success as leaders of NAEA at the local, state, and national levels.
Date: Tuesday, September 27th 8:00 AM – 3:40 PM EST Speakers: David l. Mellem, EA, NTPI Fellow and Jeffrey A. Schnedier, EA, CTRS, ACT-E, NTPI Fellow Price: Early Bird special (ends 8/31/22): $350 LSEA members, $400 nonmembers; Regular registration (after 8/31/22); $400 LSEA members, $450 nonmembers CE: 16 CE and 2 Ethics CE Join Louisiana Society of Enrolled Agents for 16 hrs of LIVE, IN-PERSON , and IRS approved Continuing Read More >
Date: Tuesday, September 28th 8:00 – 5:00 PM EST Speakers: TBD Price: $50 to NAEA Members CE: TBD The Leadership Academy trains volunteers for success as leaders of NAEA at the local, state, and national levels.
Date: Thursday, September 29th 10:00 AM – 12:00 PM CST Speaker: Fred Stein Price: $50 CE: TBD Buying & Selling a Tax Practice
Date: Thursday, September 29th 4:00 – 5:00 PM EST Free NAEA members-only event Save the date - More info coming soon!
