Events

Date: Wednesday, October 12th 12:00 – 1:00 PM EST Speaker: TBD Price: TBD CE: TBD Save the date - More info coming soon!

Date: Wednesday, October 12th 4:00 – 5:00 PM EST Speaker: Michael Mandarino, Financial Advisor Price: $20 CE: 1 We will be discussing a The Tax Exempt Trust is a 5227 Trust called a Charitable Remainder Unitrust, Annuity Trust or Net Income with Make Up Trust (NIMCRUT). We will also be discussing a Commitment Giving Trust or a Grantors Leads Annuity Trust, a Delaware Statutory Trust (1031 Exchange). IRS Code, Section Read More >

Date: Thursday, October 13th 2:00 – 3:00 PM EST Speaker: Emily Parker Price: Free to NAEA Members | $50 for non-members CE: N/A In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to actually get it done. However, continuously improving client communication is remarkably important and should be a top priority. In this course, Emiley Parker, Read More >

Date: Thursday, October 13th 5:30 – 7:10 PM EST Speaker: Bob Kerr, EA Price: $20 for OSSEA/ NAEA Members | $30 for nonmembers CE: 2 This 2.0 CE course approaches ethics conceptually, asks participants to consider the prism they use when considering their own ethical practices, and then uses Circular 230 and actions the Office of Professional Responsibility has taken against practitioners suspected of unethical behavior. Some hypotheticals will be Read More >