Events

Maximize Income Tax Savings with Retirement Plans for Self-Employed Persons and Small Business Owners - Sponsored by Resonant Financial Speaker: George Hunter CFP, CPFA; Wade Zancan CPFA CE: 0 Cost: $0/$50 On-demand: included Description: This non-technical overview showcases a variety of retirement plans and discusses how each tool offers deductible contributions to self-employed persons and small business owners. The program covers Simple IRAs, 401(k) plans (traditional and pooled plans), SEP Read More >

May 3rd 2-4pm ET In Depth ERC Webinar Sponsored by Raistone Speaker: Lisa Sunderman and Larry Pon, EA CE: 2 IRS and 2 CTEC Cost: $0 for members/ $100 for non-members Registration Link here.

2023 May Brown Bag New member Webinar Sponsored by ADP Speaker: N/A CE: None Cost: Members only – free On-demand: none Description: Join NAEA Membership and Education teams Brown Bag Webinar highlighting benefits of your new membership with NAEA. Come to this casual virtual get to together with your favorite coffee, snack, or lunch and learn all that your NAEA membership has to offer, navigating your account, and more. Path Read More >

2023 May NTPI Virtual Roundtable Cost: Free for NTPI fellows Join NAEA each quarter for a member only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. NTPI Fellows and those in the pipeline  ONLY have access to register for the roundtable through their accounts. Path Link: https://www.pathlms.com/naea/webinars/34958  

May 10th  2:00 – 3:00pm ET How PEOs help small businesses face todays challenges Sponsored by ADP Speaker: Gregory Usberti and Daniel Harting CE: none Cost: free for members/ $50 non-members On-demand: included – recording posted after the webinar Description Small business owners face significant challenges fueled by the increasing costs of doing business, continued labor shortages, complex compliance changes, and a looming economic downturn. They need to determine how Read More >

DESCRIPTION 2023 May Solutions Room: Crypto Overview and Q&A IRS Program #: X9QQU-T-00952-23-O CTEC #: 6257-CE-0134 CE: 1 IRS & 1 CTEC credit Cost: $0/$50 On-demand: can be purchased separately after event Speaker: Matthew Metras, EA Course Description The landscape of digital asset taxation is rapidly evolving. We will examine the latest updates in the digital asset realm and the associated tax consequences. Although the IRS has provided limited formal guidance in this area, Read More >

Navigating Entity Selection for Small Business Owners: How to Answer the Not-So-Quick Entity Question Sponsored by AICTP Speaker: Dominique Molina, CPA MST CTS CE: 1 IRS/I CTEC Cost: free/ $50 Description: In this course, you will learn how to help small business owners make the best entity selection for their business and personal financial goals. Choosing the right entity can make a significant difference in terms of tax savings, liability Read More >

2023 May Virtual Roundtable Speaker: N/A CE: None Cost: Members only – free On-demand: none 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. Path link:   https://www.pathlms.com/naea/webinars/35602