Events

Date: Monday, August 8th 2:00 – 4:00 PM EST Speaker: David Ramirez, EA, JD, MST, USTCP Price: $60 for NAEA Members | $100 for non-members CE: 2 Many times, it isn’t about what the client filled out on the financial statement -- it is about what they did not put on the financial statement. This session will help the representatives avoid unnecessary surprises and will provide tools to complete a Read More >

Date: Tuesday, August 9th 2:00 – 4:00 PM EST Speaker: Clarice Landreth, EA Price: $60 for NAEA Members | $100 for non-members CE: 2 This session will cover the concepts and issues related to the components, investigation, and assessment of the Trust Fund Recovery Penalty (TFRP) by the IRS. Who will be found responsible and willful will be discussed.

Date: Wednesday, August 10th 1:00 – 2:00 PM EST Speaker: David Gannaway, EA Price: $30 for NAEA Members | $50 for non-members CE: 1 Representatives can find themselves in a difficult place if they are not able to identify when a representation case may become criminal. This course describes how a non-attorney practitioner should interact with potentially criminal tax cases.

Date: Wednesday, August 10th 3:00 – 4:00 PM EST Speaker: Laura Strombom, EA Price: $30 for NAEA Members | $50 for non-members CE: 1 A representative must know when it is time to refer a client to a bankruptcy attorney in order to resolve a client’s unpaid tax balances. In order to do that, the representative must have a basic overview of the bankruptcy process and how tax problems fit Read More >

Date: Thursday, August 11th 4:00 – 5:00 PM EST Speaker: Coming Soon! Price: Free to NAEA Members | $50 for non-members CE: 1 Save the date - More info coming soon!