Speakers: Marilyn Brodeur, EA & Paul Massa, EA 5 AFSP IRS CE credits in Tax Topics 24 Hours of Class Time Early Bird Price: $575 before May 26th, $625 after May 26th Time 6:00-9:00 p.m. EST Date: June 5, 7, 12, 15, 19, 22, 26, 29
Speakers: Beth Logan, Chelsea Rustek, and Ben Tallman Course Description The Investments Certificate Program offers classes from the basics through advanced knowledge of investment income taxation. Attendees will leave the program with an understanding of the different types of investment income and how the tax code treats each. It will also address stock options including when and why some are treated as wages and others as investment income. Take this Read More >
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.
During this session we will define and discuss Trust Fund Recovery Penalties along with identifying what IRS Criminal Investigation investigative priorities are and how you can assist your clients in both situations. Who May Be Assessed Trust Fund Recovery Penalties (TFRP)? • Define Trust Fund Taxes; • Who is a Responsible Person?; • What are the Willfulness Factors?; and • Preparing a Reasonable Cause Statement. Introduction to IRS Criminal Investigation Read More >
Tax changes never rest, nor should tax professionals. Join us for this fast-paced, must-attend two-hour overview where you will receive the latest information and guidance that has transpired, we were conquering tax season and then recovering. We will discuss multiple topics affecting your practice encompassing your individual and business clients.
Speaker: Fred Amrein, Founder/CEO of PayForED.com CE: None Cost: Free for members/ $50 for non-members CE: 1 CE On-demand: Recording posted With the Supreme Court’s loan Forgiveness Decision, the White House’s Reaction, and the Debt Ceiling rules, we now have clarity for the upcoming student loan repayment restart. This program will explain the new role and opportunities that tax preparers will play in this new environment. The new IRS Data Read More >
Supreme Court’s Student Loan Decision Impact on Tax Preparers and the upcoming IRS Data Integration into the Department of Ed Systems. With the Supreme Court’s loan Forgiveness Decision, the White House’s Reaction, and the Debt Ceiling rules, we now have clarity for the upcoming student loan repayment restart. This program will explain the new role and opportunities that tax preparers will play in this new environment. The new IRS Data Read More >
Speaker: Leanne Scott CE: 1 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event Course description: This course will provide an overview of the potential state and local tax consequences of remote workers, which have become more and more common in all industries in recent years as an outcome of the pandemic. Topics will include nexus, payroll-related matters, income/franchise tax consequences, sales/use tax consequences, and other tax types Read More >
Speakers: AJ Reynolds, EA and Jane Ryder, EA The Real Property Rental Certificate provides attendees insight to a full range of tax and planning issues found in various real estate rental activities. Participants will study a wide range of core topics applicable to many clients whether by filing on the Form 1040 or through another entity. After completing the program, the attendee will have the tools necessary to address the Read More >
Speaker: N/A CE: None Cost: Members only – free 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. **This roundtable will include a breakout room for Q&A about the governance and bylaws changes with the chair of NAEA's Component Structure Task Force.
2023 Tax Summit Scottsdale, Arizona July 29 – August 1, 2023 Join NAEA from July 29th – August 1st, 2023, for the 2023 Tax Summit with networking opportunities at The Westin Kierland Resort and Spa in beautiful Scottsdale, Arizona! This three-day in-person Tax Summit focuses on representation, tax preparation, and practice management. Network with some of the best and brightest tax professionals and suppliers at this one-of-a-kind event.
Speakers Part 2a Partnerships: Amit Johar, EA & Mason Klinck, EA Speakers Part 2b Corporations: Scott Franklin, EA & Jill Lockhart, EA 30 hours of class time 5 AFSP IRS CE credits in Tax Topics Early Bird Price: $775 before July 24th, $875 after July 24th Time 6:00-9:00 p.m. EST Dates: -Part 2a: July 31, Aug. 3, 7, 10, 14 -Part 2b: Aug. 17, 21, 24, 28, 31
*Only NAEA Members may join the NAEA Annual Meeting Members who are not attending Tax Summit but would like to attend the annual meeting in person can RSVP to education@naea.org https://www.pathlms.com/naea/webinars/36723
