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
Date: Wednesday, January 4th - Thursday, January 5th 8:00 AM – 5:00 PM EST Speaker: James Hockenberry, EA and Steven O'Rourke, EA Price: $265 for NAEA Members | $340 for non-members CE: TBD Day 1: Back to Basics Income Tax Seminar Day 2: IRS and MNDOR Stakeholder Liaisons
CE: 2 IRS CE credit (for live attendance only, recording posted) Speaker: Michael Miranda, CPA & AJ Reynolds, EA Cost: $60 members/ $100 nonmembers Join us for an overview of the latest changes so you can be better informed to help your clients with their tax planning and get ready for the upcoming tax season. There have been so many changes this year plus a plethora of IRS guidance. Learn Read More >
CE: 2 IRS CE credit (for live attendance only, recording posted) Speaker: Michael Miranda, CPA & AJ Reynolds, EA Cost: $60 members/ $100 nonmembers Every tax season brings new challenges - and this upcoming season will be no exception. Register now for this fast-paced, must-attend webinar to get the latest information and guidance that has transpired over the last year and its impact on your practice and clients this tax Read More >
Event Type: In-Person Conference Speaker(s): Facilitators: Michael Carlisle, EA, Michelle Lonsway, EA, Twila Midwood, EA, Richard Vitraelli, EA Description: 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.
Event Type: In-Person Conference Speaker(s): David & Mary Mellem Description: Federal and Wisconsin Tax Updates
Event Type: In-Person Conference Speaker(s): Michael Carlisle, EA and Wini Stowe, EA Description: Tax Update will cover line-by-line changes on Form 1040, plus Form 7203 Event Cost (Optional): $175 (FSEA/NAEA members), $200 after 11/24
Event Type: Virtual Webinar Speaker(s): Gregory Zakarian, Beth Logan, Mary Ellen Fillo, Paul Massa, Amit Johar & Scott Franklin Description: Organized and sponsored by the Massachusetts Society of Enrolled Agents, it's the most popular MaSEA education event of the year, with two virtual dates to accommodate your schedule and CPE needs. MaSEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2022 filing season. Participants will Read More >
Event Type: In-Person Conference Speaker(s): Kathryn M. Morgan, EA, USTCP Description: This seminar will review and discuss the 2022 updates to federal tax laws, inflation adjusted items, new forms, and new IRS Guidance issued that will impact the 2022 Tax Season.
Join NAEA and your fellow NTPI graduates to celebrate your accomplishment! Register in advance for this meeting.
Speaker: Josh Lance, the Managing Partner at Lance CPA Group Tax season is just around the corner, it's time to start thinking of future proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season. LEARNING OBJECTIVES: Read More >
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 Cost: Free to NAEA members/ $100 non-members 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 Read More >
Date: Wednesday, January 11th 6:30 – 9:30 PM EST Speaker: Frank Degen, EA, USTCP Price: $35 for NYSSEA/ NAEA Members | $65 for nonmembers CE: 3 Join us, along with our distinguished, nationally known speaker, Frank Degen, EA, USTCP for a three-hour CE event. This timely presentation - Federal Tax Update - will get you ready for the coming tax season!
Event Type: In-Person Conference Speaker(s): Larry Zimbler, MST, EA Schedule: 8:30 AM Light Breakfast & Registration 9:00 AM - 11:50 AM Larry Zimbler, MST, EA - Federal Tax Law Updates 12:00 PM -12:50 PM Lunch Provided 1:00 PM - 3:50 PM Larry Zimbler, MST, EA 4:00 PM Closing Remarks
Verifyle Demo Learn tips, tricks and best practices with Dana Shibley as she demos Verifyle, free for all NAEA members
CE: 1 IRS CE credit (for live attendance only, recording posted) Live – Free for members / $50 nonmembers 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! Content will be made available on Read More >
Event Type: In-Person Conference Speaker(s): Larry Zimbler, MST, EA Description: Get the latest tax updates from Larry Zimbler, EA, a well regarded speaker from Michigan to Mexico. LG Brooks, EA, CTRS will return with his energetic Ethics course.
NTPI Graduate Level Class: Successfully Defending Employee Retention Credit Claims in Exam Sponsored by Raistone CE: 2 IRS CE credit (live or on demand) Speaker: Heathy Posey, EA and Rebecca Sheppard, EA Cost: $60/$100 Join NAEA on a quarterly NTPI Graduate Level Class! New in 2023, these webinars are intended for those that have earned the title NTPI Fellow to attend to expand upon the knowledge they learned in the Read More >
Cybersecurity: The must-have measures for tax and accounting professionals – Sponsored by Verito Speaker: Jatin Narang, CEO, Verito Program Description: Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar will walk you through everything your firm needs to know about a secure environment for storing and sharing data. You will learn Read More >
January 19, 2023 | 1:00 - 2:00 PM EST Speakers: Thad Inge & Michelle McCaughey Price: Free for members | $50 nonmembers Join us for a webinar overviewing the recently passed SECURE 2.0 retirement legislation, which was signed into law as part of the FY 2023 Omnibus Appropriations Act. The bipartisan law is full of consequential provisions impacting retirement plans, small businesses, and individuals. Key policies in the final package Read More >
Event Type: Virtual Webinar Speaker(s): Kathryn Keane, EA Description: Get ready for filing 2022 New York State income tax returns with this 2 hour update webinar. (may be extended to 3 hours, depending on last -minute updates)
Join us 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.
Free NAEA members-only event Join NAEA Membership and Education teams as they show you 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, including navigating your account, accessing member benefits and more! Register here.
