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
Speaker: N/A CE: None Cost: Free for NTPI fellows and those in the pipeline – they are given access by their ntpi badge On-demand: none Description: 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.
Speaker: N/A CE: None Cost: Members only – free On-demand: none Description: Join NAEA Membership and Education teams brown bag webinar going over the highlights 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.
Speaker: Cathy Bryant, EA CE: 1 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event 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! Learn what a Revenue Officer (RO) needs to Read More >
CE: 11 IRS & 11 CTEC credits Price: $200 for NAEA members | $360 nonmembers Course Description This certificate program explores the items to be considered during a C corporations’ existence. We will explore areas dealing with formation, operation, and liquidation of the entity. Formation items to be included; Check the box rules for LLC’s, IRC 351 tax-free reorganizations, and identifying a controlled group entity. Operating items to be Read More >
GR UPDATE Presentation by: Jared Ballew, Chair, Electronic Tax Administration Advisory Committee The Internal Revenue Service’s Electronic Tax Administration Advisory Committee (ETAAC) released its annual report in June which contains recommendations to Congress and the IRS that focus on electronic tax administration and cybersecurity. Jared Ballew, ETAAC Chair, will discuss the Committees recommendations including: (1) dramatically improving services to help taxpayers meet their obligations and receive the tax incentives for Read More >
Event Title: ISEA Annual Education Conference & Annual Meeting Date of Event: Sept 21 & 22, 2023 Event Start and End Times: 12Noon (E) Thursday, Sept 21 - 5P (E) Friday, Sept 22, 2023 Event Type: In-Person Conference Speaker(s): Melinda Garvin, EA., Michael R. Miranda, CPA Description: Earn up to 10 CE credits plus update by staff of Indiana Department of Revenue highlighting changes that will affect 2023 tax returns. Read More >
AUGUST 28, 2023 Date: Monday, August 28, 2023 12:00 p.m. EST - 1:30 p.m. EST Topic: Follow-up Bylaws & Structure Change Discussion, Led by President Leachmoore Zoom link to register: https://us02web.zoom.us/meeting/register/tZItfuigqz4iGNI7_jwwjQPKzxK5TFjGHAu9
CE: 1 IRS/1 CTEC credit Speakers: Lisa Sunderman & Larry Pon We have been hearing the commercials telling us that you are entitled to $26,000 per employee for the Employee Retention Credit (ERC). Your clients are telling you all their friends have gotten money from the ERC so they should also get this money. Some of them have even taken these company's offers to take advantage of the ERC. Do your clients Read More >
Connect with NAEA this Thursday for an open, member-only roundtable discussion on hot tax topics and industry best practices with tax industry experts. This month will include a breakout room to discuss upcoming changes to NAEA’s bylaws and structure.
