Events

Date: Monday, November 14th 12:00 – 2:00 PM EST Speaker: Jane Ryder, EA, CPA Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A Partnerships and LLCs filing as partnerships, Form 1065, are the second most common business tax return filed in the US, after S corps. This course will review each type of partnership; general partnerships, limited partnerships, PTPs, LLPs, and LLCs filing as partnerships. Read More >

Date: Monday, November 14th 3:00 – 5:00 PM EST Speaker: Jane Ryder, EA, CPA Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including compliance questions, common elections such as the opt out of the streamlined partnership audit regs, also, partner loans, contributions or Read More >

Date: Tuesday, November 15th 12:00 – 2:00 PM EST Speaker: Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A The course will demonstrate and explain the taxation of current and liquidating distributions including cash and non-cash distributions from a partnership to a partner including, when a partner recognizes gain or loss, and how the disguised sale rules apply to partnership distributions. Correlatively, Read More >

Date: Tuesday, November 15th 3:00 – 5:00 PM EST Speaker: Jane Ryder, EA, CPA Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A There are many unique and favorable tax attributes related to partnerships and LLCs filing as partnerships. This course will demonstrate and review several valuable advanced partnerships matters such as contribution of assets with built in gains, distribution of assets from the partnership Read More >

Date: Wednesday, November 16th 1:00 – 3:00 PM EST Speaker: Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A When it comes to taxes, there is always a gap between knowledge acquisition and the application of such knowledge. This course seeks to bridge that gap by providing real-world examples using the case study method. Building on the knowledge obtained in the other Read More >

Date: Wednesday, November 16th 8:00 – 5:00 PM EST Speaker: Thomas A. Gorczynski, EA, USTCP Price: $250 for NAEA Members | $325 for non-members CE: TBD Up-to-date changes with business taxes.

Date: Wednesday, November 16th 11:00 AM – 12:00 PM EST Speakers: Thad Inge and Michelle McCaughey Price: Free to All Post-Election Analysis and Impact – Join NAEA for an analysis of the midterm election results and how we expect it to influence Congress and policymaking in the months ahead. Receive insights on the key issues that will be impacted as a result of the election, changes to the makeup and Read More >

Date: Wednesday, November 16th 4:00 – 5:00 PM EST Speaker: Sean Mullen, Surgent Price: Free for All CE: N/A Have you been contemplating earning your Enrolled Agent credential and expanding your service offering to your clients? Join Surgent coach, Sean Mullen, as he walks you through the path on how you can earn your Enrolled Agent credential before the next tax season. Attendees will be shown a detailed weekly study Read More >

Date: Wednesday, November 16th 4:00 – 5:00 PM EST Speaker: Ken Bellis, EA Price: $20 IRS CE: 1 - Ethics Having completed this presentation, learners will be able to: • Recognize if a taxpayer qualifies for the head of household filing status. • Recognize rules for dependency, including asking the correct questions. • Apply the rules for children of divorced or separated parents. • Identify eligible expenses for taxpayers claiming Read More >

Date: Thursday, November 17th 1:00 – 3:00 PM EST Speaker: Jane Ryder, EA, CPA & Darryl Brown, PhD Full Partnerships Certificate Program: $200 for NAEA Members | $360 for nonmembers CE: N/A Completed examples of partnership capital accounts, advanced partner reporting, partner liability allocations, sample closing balance sheets, sale of a partnership interest, and other calculations.

Date: Thursday, November 17th 4:00 – 5:00 PM EST Free NAEA members-only event 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.

Date: Friday, November 18th 12:00 – 5:00 PM EST Free NAEA members-only event