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.
Speaker: Beth Logan CE: 1 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event Expand your expertise on the Kiddie Tax: who pays it, the options for filing, and why we have it. What to expect: Define kiddie tax is and explain why it was created Describe the two options for filing — form 8615 versus form 8814 Illustrate with examples
Speaker: Andrew Lassise and Alison Ball CE: 0 IRS/CTEC CE Cost: $0/$50 On-demand: can be purchased separately after event As of June 9, 2023, the "penalty phase" began, as the FTC began cracking down on Tax Preparers. A solid first step to comply is to create a Written Information Security Plan (WISP) and from there, there are just a few more things you need to do to be fully compliant. Read More >
Speaker: Clarice Landreth, EA and Sarah Fields, EA CE: 2 IRS/CTEC CE for live During this Ask the Experts session, ask questions regarding examination or collections issues. We will also discuss updates regarding the current examination environment. This session will include two case studies, which will help you put into practice the knowledge gained regarding Offers in Compromise in Level 2. We will also discuss guidance released by the IRS Read More >
Join NAEA for a Virtual Roundtable for EAs in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice.
Speaker: Jatin Narang and Camren Majors Cost: Free for members/$50 for all others 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 to leverage the latest technology to establish a Read More >
Speaker: Amy Freshman, SHRM-SCP, Senior Director Global HR, ADP CE: none Cost: $0/$50 On-demand: included in purchase The top challenge accountants face today is people. There is a shortage of accounting talent — and many practices feel it. So how do you attract and retain talent in today’s competitive environment? Now is the time to build a firm culture employees want to be a part of — and don’t want Read More >
Organization (Optional): TNSEA Event Title: Ethics - An Ethics Primer for the Circular 230 Practitioner Date of Event: September 21, 2023 Event Start and End Times: 6:30 PM - 8:30 PM Eastern Event Type: Virtual Webinar Speaker(s): Robert (Bob) Kerr Description: We are excited to invite you to an Ethics Webinar presented by Bob Kerr. This course approaches ethics conceptually, asks participants to consider the prism they use when considering Read More >
ISEA ANNUAL EDUCATION CONFERENCE Earn up to 10 CE credits. Information on speakers and speaker schedule here: https://indianaenrolledagents.com/ EARLY BIRD PRICING FOR ISEA AND NAEA MEMBERS AND THEIR STAFF: $291 before September 1, 2023 PRICING FOR ISEA AND NAEA MEMBERS AND THEIR STAFF after September 1, 2023, $320 PRICING FOR NON-MEMBERS, $370 All pricing includes Digital copy of materials. Printed copy of presentations are available for an additional $45 and Read More >
Speaker: Fred Amrein CE: none Cost: Free for Members | $150 Nonmembers On-demand: included in purchase Due to the increased complexity and the new IRS data integration with the Department of Education, tax preparers will have a new financial responsibility in their tax planning services. In 2023, IRS tax data will directly feed both FAFSA and Student Loan Repayment System. It is called the Financial Information Transfer or "FIT." With this Read More >
Speaker: Sean Taylor, Director of Sales at TaxAct Professional Software CE: none Cost: $0/$50 Join us as Sean Taylor, Director of Sales at TaxAct Professional Software, offers us a high-level overview of software changes on the horizon for TY23 followed by a software demo.
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. Link coming soon!
