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 >
Date: Monday, December 5th 10:00 AM – 12:00 PM CST Speaker: Boz Bostrom Price: $50 CE: TBD Boz Bostrom will provide participants with an update on business ethics issues. There will be a focus on learning about laws which apply to tax professionals and real-world ethical violations involving tax professionals. After participating in this program, participants will be able to: Understand the attitudes of others related to ethics Understand laws, Read More >
Join us for an overview and demonstration from our cryptocurrency provider partners at CoinTracking.
Join us for an overview and demonstration from our partners at CryptoTax Calculator.
Date: Thursday, December 8 1:00 – 2:00 PM EST Speaker: Allen J. Reynolds, EA Price: Free for NAEA Members | $50 nonmembers CE: 1 Under the FTC Safeguards Rule, financial institutions must protect the consumer information they collect. The Gramm-Leach-Biley (GLB) Act of 1999 requires companies defined under the law as “financial institutions” to ensure the security and confidentiality of this type of information. The “financial institutions” definition includes professional Read More >
Date: Thursday, December 8th 4:00 – 5:00 PM EST Speaker: Frank Lin Price: Free for NAEA Members | $50 for nonmembers 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, December 12th 12:00 – 2:00 PM EST Speakers: Clarice Landreth, EA and Beth Logan, EA Price: Free for NAEA Members | $50 for nonmembers Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection representation, ways to access IRS records, and what resources are available to explore representation. Identify the difference between a 2848 and 8821 Read More >
Basic Foreign Certificate Program LIVE IRS Program #: X9QQU-T-00914-22-O CTEC #: 6257-CE-0112 CE: 1 IRS credit & 1 CTEC credit Speaker: Fernando Juarez Hernandez, EA, LLM The Basic Foreign Taxes Certificate Program offers those that take it, a deep dive into the tax issues surrounding foreign tax topics for foreigners with US income and US residents with foreign income. Attendees will leave the program with a basic understanding of the issues surrounding foreign taxes Read More >
Basic Foreign Certificate Program LIVE: Introduction to Foreign Forms IRS Program #: X9QQU-T-00915-22-O CTEC #: 6257-CE-0113 CE: 2 IRS credits & 2 CTEC credits Speaker: Katrina Haynes, CPA, CAA International taxpayers are becoming more and more common especially since the pandemic. Understanding the different ways to identify and file these returns can save the taxpayer and preparer a lot of headaches. In this session, we will discuss the forms, filing requirements and more! Learning Read More >
Event Type: Virtual Webinar Speaker(s): Argi O'Leary, Former Deputy Commissioner at the New York State Department of Taxation and Finance Description: In this session, you will learn tips from a former deputy commissioner at the New York State Department of Taxation and Finance for how to best represent your clients when dealing with NYS auditors and enforcement agents. We will cover tools for representing your client through a NYS audit, Read More >
Basic Foreign Certificate Program LIVE: Non-residents with U.S. Income IRS Program #: X9QQU-T-00916-22-O CTEC #: 6257-CE-0116 CE: 1 IRS credit & 1 CTEC credit Speaker: Fernando Juarez Hernandez, EA, LLM From a tax perspective, a nonresident deriving income from the U.S., could be subject to different tax implications. The rules for Fixed, determinable, annual or periodical (FDAP) income are completely different from effectively connected income (ECI). This course will provide a high-level overview of Read More >
Basic Foreign Certificate Program LIVE: U.S. Residents with Foreign Income IRS Program #: X9QQU-T-00917-22-O CTEC #: 6257-CE-0115 CE: 2 IRS credits & 2 CTEC credits Speaker: Parag Patel, Esq. With the IRS aggressively targeting US taxpayers with foreign income and assets, tax professionals must know benefits and obligations. We will review the rules of foreign income and asset disclosure: who needs to file, assets that must be reported, noncompliance penalties, and the potential liability Read More >
Basic Foreign Certificate Program LIVE: Turning Theory to Practice - Basic Foreign Tax IRS Program #: X9QQU-T-00918-22-O CTEC #: 6257-CE-0117 CE: 2 IRS credits & 2 CTEC credits Speaker: Parag Patel, Esq. We will review and analyze case studies that apply the rules and principles learned. We will identify best practices for compliance and discuss the benefits and pitfalls of the various IRS voluntary disclosure programs for noncompliant taxpayers. This course is intended as Read More >
Join NAEA on a quarterly Hot Topic Webinar! New in 2023, these webinars are free for members to attend the live version and happen once a quarter. Each webinar will be on different and timely topic. Register today! Hot Topic Webinar: Pass Through Entity Tax (PTET) CE: 2 IRS CE credit ((for live attendance only, recording posted) On demand can be purchased separately Speaker: Jane Ryder, EA
MD/DC Region Holiday Season Happy Hour Join NAEA members in the MD and DC regions for an end-of-tax season happy hour at Guilford Hall Brewery. Be sure to RSVP ahead of time-space is limited! Feel free to bring a friend or colleague with pre-registration! This event is free. Open bar and appetizers are included! 1611 Guilford Avenue Baltimore MD, 21202 Register Here
Date: Wednesday, December 28th 4:00 – 5:00 PM EST Moderator: Catherine Bostock-Hudy, EA, Chair of NAEA Education Foundation Panelists: Laura Strombom, EA, USTCP, Anisha Bailey, EA and Jennifer Shrewsberry, EA Candidate Watch the career panel on our YouTube channel: https://youtu.be/D_YZCEj_0X0
