Events

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 >