Events

CE: 2 IRS & 2 CTEC credits Speaker: Geoffrey Plourde, EA, JD, CPA The IRS Passport Program: Collections’ new tool for severely delinquent tax debt. This 100 minute program covers common issues that arise in federal tax practice when dealing with clients who have been certified by the IRS to the State Department for passport application denial and potential issues with IRS efforts to revoke currently held passports. Learning Objectives: Understanding the Read More >

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This session will also include a break-out discussion of bylaws changes

Speaker: Nayo Carter Gray, EA This session will guide you through the different pricing models to help you remain competitive in the marketplace, explore technology to help you streamline your invoicing and payment processes, and refine your financial strategies to increase your firm's cash flow.  

Join NAEA for a Virtual Roundtable for EAs living 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.

Join NAEA to discuss the EA career and pathways to get there. Moderator: Bill Nemeth, Chair of NAEA Education Foundation and Catherine Bostock-Hudy, EA, former Chair of NAEA Education Foundation Panelists: TBA

Join NAEA for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts.  

Course Description The Employee Retention Credit (ERC) continues to be a hot topic of conversation. We will review various statutes and how they apply to ERC. Possible audit scenarios will also be covered. Bring your questions as we will have an open discussion about ERC and all topics related to representation courses offered during the National Tax Practice Institute. Learning Objectives Determine the assessment statute. Determine the refund statute. Better understand the Read More >

Connect with your colleagues during our latest roundtable and explore the intricacies of practice management while gaining valuable insights from fellow tax pros like you. Learn more about effective practices, discuss challenges and best practices in practice management. Don't miss this collaborative exchange.  

Join us for a National Tax Practice Institute (NTPI) virtual roundtable to discuss hot representation topics and industry best practices with program instructors and Fellows. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.

More details coming soon!