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 >
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 >
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
