Date: Friday, 3:00 PM EST October 28th - Monday, 12:00 PM EST October 31 Speaker: Various Price: $525 for NAEA/ NYSSEA Members | $699 for non-members CE: Up to 17 CE Join us, October 28-31, 2022, at the beautiful Turning Stone Resort and Casino! We have an all-star group of presenters and education topics, along with lots of time for networking and FUN. NYSSEA President Phyllis Jo Kubey, EA, CFP; Read More >
Date: Tuesday, November 1st 2:00 – 4:00 PM EST Speaker: David Woods, EA Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 The attendee will be familiarized with Form 1120-S and the related forms and schedules specific to the 1120-S. Attention will be paid to the mechanical aspects of the form and how to answer the questions asked on the form. In addition, how to Read More >
Date: Wednesday, November 2nd 3:30 – 5:00 PM EST Price: Free for NAEA Members It's almost time to cast your vote for NAEA's Board of Directors to serve during the upcoming 2023 - 2024 term. Prepare by watching the Meet the Nominees Virtual Forum.
Date: Thursday, November 3rd 12:00 – 12:30 PM EST Free NAEA members-only event Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual to get together with your favorite coffee, snack, or lunch, and learn all that your NAEA membership has to offer, as well as, navigating your account, and more!
Date: Thursday, November 3 2:00 – 3:00 PM EST Social Security Insecurity: Gain the Expertise to Help Your Clients – Sponsored by NARSSA Only 4% of retirees optimize their SS benefits. Understanding the rules that apply to your clients’ personal circumstances can increase their benefit by tens and even hundreds of THOUSANDS of dollars over their lifetime. Join us for this presentation to learn how important it is help clients Read More >
Date: Friday, November 4th 8:00 AM – 5:00 PM EST Speakers: Frank Degen, EA, USTCP; Mike Kaufman, OTC; Mercean Lam, IRS Price: $225 for NAEA Members | $275 for non-members CE: 7 | 1 hour of state content Please join us on the Northeastern State University campus as we provide 7 hours of CE and one hour of state content.
Date: Monday, November 7th 2:00 – 4:00 PM EST Speaker: Larry Pon, EA, CPA, CFP, EA, PFS, USTCP, AEP Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 More details coming soon!
Date: Tuesday, November 8th 3:00 – 5:00 PM EST Speaker: Larry Pon, EA, CPA, CFP, EA, PFS, USTCP, AEP Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 More details coming soon!
Date: Wednesday, November 9th 3:00 – 5:00 PM EST Speaker: Iris K. Palma, J.D & Thomas J. Williams, EA Full S-Corps Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: 2 Real-world tax preparation requires you to summarize an entire year’s financial activity within a short timeframe. We’ll dive deeper into typical, unusual, and outlying factors that affect the entity and its reporting form(s). Our sample case studies Read More >
Date: Friday, January 6th 8:00 AM – 4:30 PM EST Facilitators: Michael Carlisle, EA, Michelle Lonsway, EA, Twila Midwood, EA, Richard Vitraelli, EA Price: $175 for FSEA/ NAEA Members | $200 for nonmembers NAEA CE: 8 Dual track offered for a total of 8 NAEA CE, with topics for small businesses and medium-to-large businesses. Details and topics to be covered are available on the registration page.
Date: Saturday, January 7th 8:00 AM – 4:30 PM EST Speaker: Michael Carlisle, EA and Wini Stowe, EA Price: $175 for FSEA/ NAEA Members | $200 for nonmembers NAEA CE: 8 Tax Update will cover line-by-line changes on Form 1040, plus Form 7203.
Date: Thursday, November 10th 2:00 – 3:00 PM EST Speaker: Michael A. Smith, EA Price: Free for NAEA Members | $50 for nonmembers CE: 1 Pursuing tax credits like the Employee Retention Tax Credit (ERTC) created by the CARES Act can be complex and takes significant effort to maximize the result. Few small businesses have the time, tools or expertise to identify where they were impacted, determine what the impact Read More >
Date: Thursday, November 10th 4:00 – 5:00 PM EST Speaker: Katrina Haynes, CPA Price: Free to NAEA Members | $50 for non-members CE: 1 We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the tax industry. The session will conclude with a Q&A session – be prepared to ask questions of our experts!
Date: Monday, November 14th 12:00 – 2:00 PM EST Speaker: Jane Ryder, EA, CPA Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A Partnerships and LLCs filing as partnerships, Form 1065, are the second most common business tax return filed in the US, after S corps. This course will review each type of partnership; general partnerships, limited partnerships, PTPs, LLPs, and LLCs filing as partnerships. Read More >
Date: Monday, November 14th 3:00 – 5:00 PM EST Speaker: Jane Ryder, EA, CPA Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including compliance questions, common elections such as the opt out of the streamlined partnership audit regs, also, partner loans, contributions or Read More >
Date: Tuesday, November 15th 12:00 – 2:00 PM EST Speaker: Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A The course will demonstrate and explain the taxation of current and liquidating distributions including cash and non-cash distributions from a partnership to a partner including, when a partner recognizes gain or loss, and how the disguised sale rules apply to partnership distributions. Correlatively, Read More >
Date: Tuesday, November 15th 3:00 – 5:00 PM EST Speaker: Jane Ryder, EA, CPA Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A There are many unique and favorable tax attributes related to partnerships and LLCs filing as partnerships. This course will demonstrate and review several valuable advanced partnerships matters such as contribution of assets with built in gains, distribution of assets from the partnership Read More >
Date: Wednesday, November 16th 1:00 – 3:00 PM EST Speaker: Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A When it comes to taxes, there is always a gap between knowledge acquisition and the application of such knowledge. This course seeks to bridge that gap by providing real-world examples using the case study method. Building on the knowledge obtained in the other Read More >
Date: Wednesday, November 16th 8:00 – 5:00 PM EST Speaker: Thomas A. Gorczynski, EA, USTCP Price: $250 for NAEA Members | $325 for non-members CE: TBD Up-to-date changes with business taxes.
Date: Wednesday, November 16th 11:00 AM – 12:00 PM EST Speakers: Thad Inge and Michelle McCaughey Price: Free to All Post-Election Analysis and Impact – Join NAEA for an analysis of the midterm election results and how we expect it to influence Congress and policymaking in the months ahead. Receive insights on the key issues that will be impacted as a result of the election, changes to the makeup and Read More >
Date: Wednesday, November 16th 4:00 – 5:00 PM EST Speaker: Sean Mullen, Surgent Price: Free for All CE: N/A Have you been contemplating earning your Enrolled Agent credential and expanding your service offering to your clients? Join Surgent coach, Sean Mullen, as he walks you through the path on how you can earn your Enrolled Agent credential before the next tax season. Attendees will be shown a detailed weekly study Read More >
Date: Wednesday, November 16th 4:00 – 5:00 PM EST Speaker: Ken Bellis, EA Price: $20 IRS CE: 1 - Ethics Having completed this presentation, learners will be able to: • Recognize if a taxpayer qualifies for the head of household filing status. • Recognize rules for dependency, including asking the correct questions. • Apply the rules for children of divorced or separated parents. • Identify eligible expenses for taxpayers claiming Read More >
Date: Thursday, November 17th 1:00 – 3:00 PM EST Speaker: Jane Ryder, EA, CPA & Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A Completed examples of partnership capital accounts, advanced partner reporting, partner liability allocations, sample closing balance sheets, sale of a partnership interest, and other calculations.
Date: Thursday, November 17th 4:00 – 5:00 PM EST Free NAEA members-only event Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on hot tax topics and industry best practices with tax industry experts.
Date: Friday, November 18th 12:00 – 5:00 PM EST Free NAEA members-only event
Date: Tuesday, November 22nd 2:00 – 3:00 PM EST Speaker: Fred Amrein Price: Free for NAEA Members | $50 for nonmembers CE: 1 Provides tax preparers the insights and strategies linking student loan repayment to personal and business taxes. The new legislation will automate the IRS tax information with many Department of Education systems related to loan repayment, forgiveness, and the FAFSA. This new automation will be implemented starting Mid-2023 Read More >
Date: Monday, November 28th 3:00 – 4:00 PM EST Register in advance for this webinar. After registering, you will receive a confirmation email containing information about joining the webinar.
Date: Wednesday, November 30th 1:00 – 3:00 PM EST Speaker: Benjamin Strube, Sales Manager Price: Free for NAEA Members | $100 for nonmembers This webinar has the intended goal to provide you a better understanding on how CoinTracking is utilized to connect with crypto tax clients and generate tax reports.
Date: Wednesday, November 30th 6:30 – 8:30 PM EST Speaker: Ty Gaines, EA Price: $25 for NYSSEA/ NAEA Members | $55 for nonmembers CE: 2 Some rules are meant to be broken. Tax rules apply to most taxpayers across the board, however there are some situations that apply to military taxpayers only. This seminar is designed to educate and clarify some of the tax laws surrounding military personnel. It is Read More >
Date: Thursday, December 1st 12:00 – 12:30 PM EST Free NAEA members-only event Save the date - More info coming soon!
Date: Thursday, December 1st 2:00 – 4:00 PM EST Speakers: Clarice Landreth, EA and Tom Gorcsynski, EA, USTCP Price: $30 members | $50 Nonmembers CE: 2 This session will review concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation. We will have a case study followed by an open-ended question and answer session, regarding IRS topics including exams, collections, and appeals. Learning Objectives: Apply Read More >
