Speaker: Greg Zakarian, EA 12 Hours of Class Time 5 AFSP IRS CE credits in Ethics Early Bird Price: $400 before Oct. 16th, $475 after Oct. 16th Time 6:00-9:00 p.m. EST Dates: Oct. 23, 25, 30 Nov. 1
New York State Society of Enrolled Agents (NYSSEA) Event Title: NYSSEA 36th Annual Conference Date of Event: October 27-30, 2023 Event Start and End Times: October 27 - 3:00PM to October 30 - 1:00PM ET Event Type: In-Person Conference Speaker(s): Eight Distinguished Speakers Description: Join us at The Gideon Putnam in Saratoga Springs, NY. Earn Continuing Education hours, reconnect with other tax professionals, and have FUN! Our registration is ALL Read More >
Discover how to transform your business model so that you work less hours, work with better clients and increase your profits. If you want to stop the insanity of tax season, this webinar walks you through our proven framework: How our Pareto for ProfitTM analysis will help you solve your time, capacity, profitability, and sanity issues! How to price in advance, upgrade target clients, and focus on high-value advisory services Read More >
Speakers: Martha Shedden and Melissa Warren CE: 0 IRS/CTEC CE Cost: Free to All Join us for this presentation which reviews basic concepts, new information for 2024, then covers some complex Social Security rules and how to apply them to working with prospects and clients.
CE: None Cost: Members only – free 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: Tammy Nickels - Senior Account & Relationship Manager - Associations, National Client Mkt Accounts, & Federal Government CE: None Cost: Free to NAEA members only Wolters Kluwer's CCH® IntelliConnect® has transformed into CCH® AnswerConnect, and we want to ensure you're well-informed about all the advantages this transition brings you. Join us to gain invaluable insights about how CCH® AnswerConnect can empower your professional journey.
Speaker(s): Joshua Jenson, CPA (AKA J.J the CPA;) Mike Kaufmann, Oklahoma Tax Commission; IRS Presenter TBD Description: The Oklahoma Society of Enrolled Agents presents their 1 day annual seminar in the Tulsa Area, at the NSU campus. Please join is for an exciting 7 hours of CE with National Speakers. Early bird registration ends September 1st Event Registration URL: https://www.eaok.org/events/ Event Cost (Optional): $200 to $375, depending on options
Organization: Illinois Society of Enrolled Agents Date of Event: November 3, 2023 Event Start and End Times: 8 am to 4:30 pm Event Type: In-Person Conference Speaker(s): Marilyn Meredith EA Description: Topics: UB57Y-T-00196-23-I Other Schedule D Issues (1 CE) We will review the use of Schedule D and how the information fits on Form 8949 to carry over to Schedule D. We will review the information needed to get the Read More >
The estate and gifts certificate program will take an in-depth look into the issues surrounding estate and gift taxation. Topics will include gift tax, generation transfer skipping tax, estate tax, income tax on estates, and estate planning. The program culminates in a case study walking you through estate tax preparation from date of death to estate termination.
Speaker: Jennifer MacMillan, EA CE: 2 IRS/CTEC CE Cost: $0 members/$100 nonmembers 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! This course is for Enrolled Agents Read More >
Event Title: MaSEA Fall Conference Date of Event: November 13 & 14, 2023 Location: Publick House in Sturbridge, MA (In-Person Only) Event Start and End Times: 7:00 am - 4:00 pm Event Type: In-Person Conference Description: MaSEA Fall Conference Speakers: Robert Kerr, Beanna Whitlock, Audrey Patten & Harry Chavis The Massachusetts Society of Enrolled Agents is hosting a Fall Conference packed with plenty of educational opportunities. Join us at the Publick Read More >
Michigan Society of Enrolled Agents Event Title: MiSEA Annual Fall Educational Conference Date of Event: Nov 14-15, 2023 Event Start and End Times: 7:30a-4pm Event Type: In-Person Conference Speaker(s): Various Description: MiSEA Annual Fall Education Conference Date: Tuesday/ Wednesday November 14-15, 2023 Time: 730am Breakfast/ Registration, Program 8am-4:30pm Registration closes: Thursday, November 9, 2023, 5pm Location: Bavarian Inn, Frankenmuth, MI Day 1: Presenter (s): Dan Bosler EA, (Real Estate Taxation, Read More >
Speakers: Thad Inge and Michelle McCaughey Price: Free to All Please join NAEA for a Government Relations Update. We will cover the latest with Congress, including the prospects for tax legislation before the end of the year and the chances of a government shutdown. We will also examine recent modernization efforts at the IRS as the agency implements funding from the Inflation Reduction Act. Finally, we will provide an update Read More >
New York State Society of Enrolled Agents Event Title: Cash in the Attic: Taxation of Windfalls, Treasure Trove, and Collectibles Date of Event: Wednesday, November 15, 2023 Event Start and End Times: 6:30PM - 8:30PM ET Event Type: Virtual Webinar Speaker(s): Amber Gray-Fenner, EA, USTCP Description: This course reviews the foundational tax principles used in the taxation of windfalls, treasure trove, and collectibles. Course objectives include— - Distinguishing between treasure Read More >
Speakers: Sean Taylor Price: Free to All CE: N/A On demand: none Description: In this webinar, Sean Taylor, Director of Sales – TaxAct Professional Software, will provide attendees with a high-level overview of software changes on the horizon for TY23. Then, Sean will show a software demo of these updates, and the overall flow of TaxAct Professional’s software. You won’t want to miss this webinar.
Speaker: Christopher Lazzaro, CPA, MBA CE: 1 Cost: Free for members, $50 for nonmembers The taxation of cryptocurrencies and digital assets can be challenging. This session intends to give you a high-level, non-technological understanding of cryptocurrency history and the taxation of cryptocurrency-related transactions. This session also covers current developments surrounding this topic, such as the inclusion of the digital assets question, how to successfully navigate through tax notices (CP2000, Read More >
Speaker: N/A CE: None Cost: Free for NAEA members only On-demand: none Join NAEA for a member only roundtable for open discussion on hot representation topics and industry best practices with your European EA community and NAEA.
Join Jeremy Wells, EA, CPA, PhD, and esteemed member of NAEA, in an enlightening webinar that delves into advanced sales strategies. Discover from his expertise how to: Elevate Your Sales Approach: Learn to prioritize outcomes over processes, making your sales more result-oriented. Customer-Centric Excellence: Master the art of understanding and satisfying your customers' needs and preferences, enhancing your ability to connect and serve. Assurances for Success: Gain expert insights on 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.
