NAEA Members in News Articles

June 2018

June 29, 2018 — The Wall Street Journal quoted NAEA Executive Vice President Robert Kerr, EA, on the subject of the new Form 1040. Kerr is identified as "executive vice president of the National Association of Enrolled Agents, tax experts licensed to practice before the Internal Revenue Service." Read  IRS Changes 1040 Tax Form, Even as Taxpayers Switch to Digital Filing

June 29, 2018 — Craig Smalley, EA, writes “Hooray for Nina Olson!” in an AccountingWeb column in which he commends Ms. Olson for her congressional testimony on the dangers of using private collection companies to go after unpaid tax bills.

June 27, 2018 — Politico quoted Jean Nelsen, EA, on the subject of the impending postcard-sized 1040 Form. Read Here we go again.

June 27, 2018 — Laurie Ziegler, EA, shared her take on the postcard-sized Form 1040 in an interview with Tax Notes Today. Read New Draft Form 1040 Debuts to Mixed Reviews.

June 27, 2018 — Jerry Gaddis, EA, also examines the new “simplified” tax form in an interview with the “Taxing Subjects” blog. Read Postcard-Sized Form 1040 Rumored to Replace 1040A and 1040EZ.

June 27, 2018 — Craig Smalley, EA, writes about Why I Don't Read PLRs or Chief Council Advice in a new column for AccountingWeb.

June 27, 2018 — Edward Loughrey, EA, examines changes to the tax treatment of ABLE accounts, which enable someone who has disabilities to put money into a tax-deferred savings account to be used for medical and living expenses. Read Achieving a Better Life Experience accounts.

June 25, 2018 — An article published by MSN Money includes thoughts from Crystal Stranger, EA, on the 16 Most Important Assets That Will Increase Your Net Worth.

June 25, 2018 — David McKeegan, EA, was interviewed for a CNBC story that explains why U.S. expat business owners have a new tax to worry about.

June 25, 2018 — Barry Lisak, EA, offers Mid-Year Tax Tips to Start Planning for 2018, in his column for the Chief-Leader newspaper.

June 24, 2018 — David Mayes, EA, says TCJA “may have opened up an opportunity for retirement savers to reduce their lifetime tax burden through the tactful use of various Roth conversion strategies.” Read David’s latest column, Tax cut spotlights mega backdoor Roth IRA, in SeacoastOnline.

June 22, 2018 — Florida Today announced that Twila Midwood, EA, was installed as director to the 2018/2019 National Association of Enrolled Agents board of directors.

June 20, 2018 — Barry Lisak, EA, offers Chief-Leader readers Mid-Year Tax Tips to Start Planning for 2018.

June 20, 2018 — A CNBC article, Take these 5 steps to ensure you are getting real financial planning — not just lip service, counsels readers to consider hiring an enrolled agent for help with tax planning strategies.

June 19, 2018 — In another column for AccountingWeb, Craig Smalley, EA, explores The Joke of Social Security.

June 19, 2018 — Bernadette Antonelli, EA; Kerry Freeman, EA; Jeffrey Gentner, EA; Twila Midwood, EA; Terri Ryman, EA; and Laurie Ziegler, EA, were all interviewed for a story in Accounting Today titled, Early hurdles: Preparers discuss lessons from their start-up days.

June 19, 2018 — Karen Durda, EA, urges readers of the Greater Wilmington Business Journal to Be Financially Prepared for Hurricane Season.

June 19, 2018 — An article published by the Orlando Sentinel, Impact of tax changes in 2018, says, “If you don't think your tax preparer has the expertise you need, consider using a more experienced tax professional such as an enrolled agent or CPA.”

June 18, 2018 — Nearly 300 news outlets published an article by finance columnist Liz Weston, 3 money tasks you shouldn’t tackle on your own, that offers advice on dealing with IRS disputes. The article recommends that you, “hire a tax pro, such as a CPA or enrolled agent, who is qualified to represent taxpayers in IRS audits. You can get referrals from the American Institute of CPAs and the National Association of Enrolled Agents.” Combined, these news articles reached a total potential audience of more than 250 million readers.

June 15, 2018 — Craig Smalley, EA, devotes a new AccountingWeb column to Explaining the IRS Strategic Plan for FY 2018-2022.

June 14, 2018 — Accounting Today published a new report in which they share NAEA's recent Tax Tips for Small Businesses. The article includes quotes from Jim Adelman, EA.

June 13, 2018 — More than 30 news outlets reported Maria Luisa Badani, EA, Acknowledged as a Woman of Excellence by Strathmore's Who's Who Worldwide Publication.

June 13, 2018 — In his latest "Taxing Issues" column for Bluffton Today, Edward Loughrey, EA, writes about the challenges of providing tax Assistance for the elderly.

June 12, 2018 — The Gilmer Mirror reports the Texas Society of Enrolled Agents is participating in the IRS Regional Tax Practitioner Meeting in Tyler, June 26.

June 10, 2018 — Fredericksburg.com noted that Gerald Machek, EA, "met with the office of Virginia Congressman David Brat on May 15 to discuss issues affecting taxpayers as part of the tenth annual National Association of Enrolled Agents' Fly-In day." Read the article here.

June 10, 2018 — Robert Reed, EA, was profiled by Insider Louisville for an article titled, Decoding tax issues for Louisville small businesses. The article explains what an enrolled agent does and the requirements for becoming one.

June 8, 2018 — Steven Hamilton, EA, was quoted in a Kiplinger article that offers Help with Tracking IRA Contributions.

June 8, 2018 — David DuVal, EA, writes about The Taxability of Cryptocurrency When Used in A Business in an article for CPA Practice Advisor.

June 8, 2018 — Wicked Local Wilmington reported that Elizabeth Logan, EA, led a seminar focused on changes in the tax code. Read Coming up at the Wilmington Public Library.

June 8, 2018 — More than 100 news outlets reported that Jim Adelman, EA; Chris Hardy, EA; and Alan Pinck, EA, participated in the June 12 "Tax Talk Today" webcast titled, "Depreciation and Amortization: It's Only a Matter of Time."

June 8, 2018 — Craig Smalley, EA, penned a column for AccountingWeb titled, Tax Court Lessons for S-Corps.

June 8, 2018 — The Severna Park Voice reports that Valerie McLaughlin, EA, has been named Accountant of the Year by the Greater Severna Park and Arnold Chamber of Commerce.

June 7, 2018 — Jerry Gaddis, EA, wrote a first-person account of NAEA's Fly-In day for the "Taxing Subjects" blog published by Drake Software. Read What Does NAEA Advocacy Look Like?

June 6, 2018 — Craig Smalley, EA, discusses A Lesson In S-Corporation Basis Taught By The Courts With a Big Ol’ Southern Grin, in a new column for CPA Practice Advisor.

June 5, 2018 — AccountingWeb published a column by Craig Smalley, EA, titled, Why a Taxing Situation Grows in the Cannabis Industry.

June 5, 2018 — An article in Accounting Today, Tax clients and the riddle of cryptocurrencies, includes quotes from Morris Armstrong, EA; John Dundon, EA; and Laurie Ziegler, EA.

June 5, 2018 — Federal News Radio published a report on IRS plans to hire 1,700 full-time employees ahead of next tax filing season. The article includes quotes from NAEA EVP Robert Kerr, EA.

June 4, 2018 — In a column for CPA Practice Advisor, Craig Smalley, EA, writes about A Lesson in Tax Basis Taught to us by Almond Trees, of All Things.

June 4, 2018 — Craig Smalley, EA, notifies CPA Practice Advisor readers that Grantor Retained Annuity Trusts (GRAT) Are in the News Again.

June 3, 2018 — In his latest column for SeacoastOnline, David Mayes, EA, writes about the Senior Safe Act to fight elder financial abuse.

June 1, 2018 — In another AccountingWeb column, Craig Smalley, EA, asks Why Has Tax Lien Representation Become So Popular?

June 1, 2018 — PRLog picked up the news that Tax Expert and Advisor Barry G. Fowler, EA, Urges Taxpayers With Overseas Assets To Come Forward. Mr. Fowler explains some of the problems U.S. taxpayers will face if they have undisclosed overseas assets and fail to report them to the IRS before September 28, 2018.

June 1, 2018 — Barry Lisak, EA, writes about tax strategies associated with Home Sales And Capital Gains in a new column for the Chief-Leader newspaper.

 

May 2018

May 31, 2018 — Craig Smalley, EA, explains to readers of CPA Practice Advisor how calculating taxes on cryptocurrencies has become a quagmire for IRS. Read Is Cryptocurrency Subject to FBAR Requirements?

May 30, 2018 — In a column for CPA Practice Advisor, Craig Smalley, EA, explores Estate Planning Under the New Tax Reform Guidelines.

May 29, 2018 — Craig Smalley, EA, authored an article for AccountingWeb titled, Report as Passive or Non-Passive Income?

May 29, 2018 — An article in Accounting Today, Revenue enhancement: Preparers’ suggestions for IRS reform, includes quotes from NAEA members Morris Armstrong, EA; John Dundon, EA; and Laurie Ziegler, EA.

May 28, 2018 — Joseph Dimino, EA, was interviewed on air by Crown City News. Watch CCN Spotlight - Joseph Dimino to see what he had to say about the impact of the Tax Cuts and Jobs Act.

May 28, 2018 — Craig Smalley, EA, writes about The Passive Activity Rules in an article for CPA Practice Advisor.

May 27, 2018 — In an article titled, 10 Costly Tax Mistakes to Avoid, the Motley Fool urges readers to “Consider hiring an ‘Enrolled Agent,’ a tax pro licensed by the IRS who is authorized to represent you before the IRS if need be. You might find one through the National Association of Enrolled Agents website.”

May 24, 2018 — Forbes magazine reported IRS Warns About New Scam Targeting Tax Professionals. Scammers are sending phishing emails, purportedly on behalf of one or more professional associations that represent tax professionals, asking you to click on links or open attachments. The article includes the following quote: “It’s best to go directly to those associations’ websites rather than open any links or attachments. Tried-and-true professional organizations include groups like National Association of Enrolled Agents (NAEA).”

May 24, 2018 — In a second article for AccountingWeb, Craig writes about Facing the Sharks of Overseas Company Formation.

May 23, 2018 — Barry Lisak, EA, warns readers of the Chief-Leader newspaper to Beware of Lurking Income-Tax Scams.

May 23, 2018 — In his latest Bluffton Today column, Mortgage interest explained, Ed Loughrey, EA, offers tips for avoiding an unpleasant surprise on your tax liability for next year.

May 22, 2018 — In an article for AccountingWeb, Craig Smalley, EA, urges tax professionals to trust their instincts regarding problem clients. Read When the Money Doesn’t Matter to learn more.

May 22, 2018 — Craig Smalley, EA, offers Advice on Cost Segregation and Non-Qualified Plans to AccountingWeb readers.

May 21, 2018 — Craig Smalley, EA, was interviewed for an article published by OPEN Forum - American Express titled, Expect the Unexpected: Have You Included Your Business in Your Estate Planning?

May 21, 2018 — CPA Practice Advisor reported the National Association of Enrolled Agents Installs 2018-2019 Board of Directors. Read the original NAEA news release here.

May 21, 2018 — Bloomberg’s Daily Tax Report newsletter quotes Robert Kerr, EA, on the subject of a new five-year strategic plan issued by IRS. Among other opinions offered by Mr. Kerr, he states, “we hope the agency remembers that in order to collaborate, it needs to consult and then decide rather than decide and then explain.” The newsletter is available by subscription only.

May 20, 2018 — An article in Forbes magazine traces the journey that David McKeegan, EA, and his wife Carrie traveled to start their own tax preparation and planning business serving American expats. Read Couple To Leave Corporate Life And Move To Bali.

May 20, 2018 — David Mayes, EA, writes about several topics, including the tax advantages of retirement plans, in a new article for SeaCoastOnline titled, Financial foundation for new college grads.

May 17, 2018 — Accounting Today also reported on the Fly-In with an article titled, Lawmakers favor IRS reform: NAEA. The article includes multiple quotes from NAEA EVP, Bob Kerr, EA, regarding prospects for IRS reform as well as other feedback our members received during meetings with lawmakers last week on Capitol Hill.

May 17, 2018 — Karen Durda, EA, published an article in the Greater Wilmington Business Journal offering advice on Where to Turn for Tax Debt Relief.

May 17, 2018 — More than 100 media outlets reported on the release of a new book by Darla Chisholm, EA. The book is titled, “Immediate Relief From IRS Tax Problems.” Read more.

May 16, 2018 — Politico magazine reported on NAEA’s Fly-In activities. Read Enrolled Agents Come Knocking.

May 15, 2018 —Craig Smalley, EA, explains to AccountingWeb readers Why I Don’t Talk to Salespeople About Tax.

May 15, 2018 — Accounting Today reported IRS unveils new EA logo.

May 14, 2018 — MarketWatch published an article, This is one of the best gifts you can give to a new graduate, which includes quotes from Morris Armstrong, EA.

May 14, 2018 — Craig Smalley, EA, argues in favor of stronger federal regulation of tax professionals in a new AccountingWeb article titled, What is Going on With Representation?

May 13, 2018 — The Greeley Tribune reports Opening new business wasn’t taxing for Samantha Zishka, EA.

May 11, 2018 — Barry Lisak, EA, explains to Chief-Leader readers What to Do if You Get an IRS Notice.

May 11, 2018 — In a column for the Columbia Daily Tribune, Timothy Sullivan, EA, says Tax law changes make qualified charitable donations from IRAs more appealing.

May 11, 2018 — AccountingWeb published an article, NAEA Advice for Small Businesses, that shares tax tips from the NAEA news release. The article also includes a link to eaTax.org.

May 10, 2018 — An article published by IRIS explains the distinctions between EAs and CPAs. Read Choosing the Right CPA, CPA-PFS, or EA for Your Firm.

May 9, 2018 — Craig Smalley, EA, discusses My Pet Peeve: Friends Wanting Free Tax Advice,in a column for AccountingWeb.

May 9, 2018 — In his latest column for Bluffton Today, Ed Loughrey, EA, examines the Anatomy of a fraud.

May 8, 2018 — Craig Smalley, EA, writes about The Oddest Cannabis Client I’ve Ever Talked To in an article for CPA Practice Advisor.

May 8, 2018 — Craig Smalley, EA, shares with AccountingWeb readers, A Brief Experience Dealing With Nexus Rules.

May 8, 2018 — Nearly 100 news outlets published a press release issued by Crystal Stranger, EA, announcing the launch of a new bookkeeping solution and mobile application. Read PeaCounts Blockchain Accounting System to Launch This Summer.

May 8, 2018 — Blogorama posted an article, How to Choose a Tax Professional for Your Business, that examines differences between enrolled agents and other qualified tax professionals.

May 7, 2018 —Craig Smalley, EA, takes a run at Making Sense of the Section 199A Deduction in a column for CPA Practice Advisor.

May 7, 2018 — In an article for CPA Practice Advisor, Craig Smalley, EA, writes about The Power of 529 Accounts.

May 7, 2018 — Craig Smalley, EA, reported on the NAEA news release in an article for CPA Practice Advisor titled, The National Association of Enrolled Agents (NAEA) Reminds Taxpayers About Small Business Week. Craig’s article includes a link to eaTax.org.

May 7, 2018 — More than 100 news outlets reported that Lori Carpenter, EA, and NAEA President-Elect Jean Nelsen, EA, are featured panelists on the May 8 “Tax Talk Today” webcast. Read Tax Talk Today Features IRS and Tax Pros Presenting, “Ethics & Standards for Practitioners – Circular 230 Review.”

May 6, 2018 — David Mayes, EA, references the recent NAEA news release in a new article for SeaCoastOnline titled, Small businesses need to revisit tax plans and structure.

May 4, 2018 — Morris Armstrong, EA, and Steven Hamilton, EA, were both quoted in a new article in Kiplinger’s Personal Finance titled, How to Calculate Tax-Free and Taxable IRA Withdrawals.

May 4, 2018 — Barry Lisak, EA, urges readers of the Chief-Leader newspaper to Be Aware of IRS Audit Red Flags.

May 4, 2018 — Craig Smalley, EA, penned a column for AccountingWeb in which he finds Fun With Passive Activity Rules.

May 2, 2018 — Lee Reams, EA, was quoted in a U.S. News & World Report article titled, Keep the Kiddie Tax at Bay.

May 2, 2018 — Frank Degen, EA, was quoted in a Tax Notes Today article titled, Tax Pros Debate Value of Higher-Profile IRS CI.

May 2, 2018 — CRBJ Biz Wire reports the South Carolina Society of Enrolled Agents is among groups co-sponsoring a Tax workshop for new small business owners in Charleston area July 21.

May 2, 2018 — Ed Loughrey, EA, devotes this week’s column in Bluffton Today to Breaking down closing costs and related tax considerations.

May 2, 2018 — Craig Smalley, EA, writes about Passive or Non-Passive Income and Losses in an article for CPA Practice Advisor.

May 2, 2018 — Lee Reams, EA, was quoted for an article in CET USNews titled, How to Minimize Taxes for a Child Learning to Invest.

 

April 2018

April 29, 2018 — An article published by GoBankingRates says Intuit, named by Fortune as one of the best companies to work for 16 years in a row, “frequently has job listings for full-time telecommute positions for tax specialists such as certified public accountants or enrolled agents to provide its customers with tax advice.” Read 40 Legit Companies That Will Pay You To Work From Home.

April 27, 2018 – JD Supra posted a news item announcing NAEA support for the Rettig nomination. Read IRS Nominee Meets with Senate Finance.

April 27, 2018 – Craig Smalley, EA, takes IRS and the Taxpayer Advocate Service to task in a column for AccountingWeb titled, Why the Taxpayer Bill of Rights is Pointless.

April 27, 2018 – Bary Lisak, EA, shares tips on amending your tax return in an article, Error on Your Tax Return? Relax, Amend It, published in the Chief-Leader newspaper.

April 27, 2018 – CRBJ Biz Wire reports the South Carolina Society of Enrolled Agents is among groups co-sponsoring a Tax workshop for new small business owners in Charleston area July 21.

April 27, 2018 – Tax Notes Today reported on NAEA’s recent letter to the Senate Finance Committee regarding IRS nominee Charles Rettig. Read Enrolled Agents Group Supports Rettig Nomination.

April 27, 2018 – Politico magazine published an article, Enrolled agents throw support behind IRS nominee Chuck Rettig (subscription required), that referenced a letter NAEA sent to the Senate Finance Committee this week in support or Mr. Rettig’s nomination for IRS Commissioner. James Adelman, EA, was quoted liberally throughout the article.

April 27, 2018 – Tax Notes Today reported on NAEA’s recent letter to the Senate Finance Committee. Read Enrolled Agents Group Supports Rettig Nomination.

April 26, 2018 – Steven Weil, EA, shares a few Insane Tax Deduction Clients Thought Were Legit, for an article in Forbes

April 25, 2018 – More than 60 news outlets republished a new NerdWallet article, “Need a Gift for a College Graduate? Consider a Roth IRA,” that includes quotes from Morris Armstrong, EA. 

April 25, 2018 — Ed Loughrey, EA, breathes a sigh of relief and shares a few humorous anecdotes in an article for Bluffton Today titled, Tax season is finally over.

April 24, 2018 — In an article for CPA Practice Advisor, Craig Smalley, EA, explores the perils of an S-Corporation Revocation.

April 24, 2018 — An article published by Brave New Coin (a Blockchain and Digital Currency Market Data company) includes the following passage: “The majority of taxpayers pay a professional to prepare and file their taxes for them. I use that term professional loosely as over 60% of all so-called tax professionals have no license or professional designation like a CPA, Enrolled Agent (EA) or Tax Attorney does.” Read Tax day 2018 is history — how to choose a crypto accountant for 2019.

April 23, 2018 — Craig Smalley, EA, writes about the challenges of keeping current on all of the relevant state and federal laws that must be navigated by cannabis and cryptocurrency companies. Read Setting the Cannabis, Crypto Trend in Accounting in AccountingWeb.

April 23, 2018 — In an article for AccountingWeb, Craig Smalley, EA, examines recent Tax Court rulings as they apply to Dealing with Shareholder Loans.

April 22, 2018 — Diane O'Brien, EA, is running for a seat on the Board of Assessors in Swampscott, Massachusetts. Read Board of Assessors Race Highlights Swampscott‘s Local Election.

April 20, 2018 — In this week’s column for the Chief-Leader newspaper, Barry Lisak, EA, answers a common question: How Long Should I Keep Tax Records?

April 20, 2018 — In an article for AccountingWeb, Craig Smalley, EA, answers the question: What Does a Tax Pro Do When Scammers Call Us?

April 20, 2018 — CRBJ Biz Wire reports the South Carolina Society of Enrolled Agents is cosponsoring a Free Tax Workshop on April 27.

April 19, 2018 — In a column for AccountingWeb, Rule Number 1: Don’t Cash a Paycheck, Craig Smalley, EA, examines the fallacy of “double taxation” on the sale of a business.

April 18, 2018 — In a column for Bluffton Today, Edward Loughrey, EA, writes that with filing season over, it’s Time to wait for tax refunds—and for the inevitable attempts by scam artists to get their hands on your refund.

April 17, 2018 — Morris Armstrong, EA, was quoted in Forbes magazine regarding the April 17 computer malfunctions at IRS. Read IRS: April 18 Is The New Tax Day, Computers Back Online.

April 17, 2018 — Friday Burke, EA, sat down for a TV Interview with News Channel 5 in Tennessee to talk about the extended tax deadline. Watch Tax Deadline Extended After IRS Website Crashes.

April 16, 2018 — In an article titled, Ways and Means Moves 12 IRS Reform Bills, Many With Technology Focus, Government Executive magazine reports on congressional efforts to transform IRS. The article includes the following passage: “The House package was welcomed by the National Association of Enrolled Agents, though its staff expressed hope that ‘the Senate will consider a number of issues to strengthen the legislation, including minimum standards for unenrolled tax preparers and procedures to strengthen the IRS budget process.’”

April 16, 2018 — Tax Expert and Advisor Barry G. Fowler, EA, Reveals A New Batch of Phone Scams Readers Must Resist in an article published by PRLog.

April 16, 2018 — Craig Smalley, EA, wrote a column for AccountingWeb titled, Why It is Important to Listen to Your Clients.

April 13, 2018 — Laurie Ziegler, EA, was interviewed by the New York Times for an article titled, Tax Dawdlers, It’s the Last Minute. Here Are Tips on Filing.

April 13, 2018 — Politico magazine published an article, IRS reform bills nibble around the edges (subscription required), which includes multiple quotes from NAEA Executive Vice President, Bob Kerr.

April 13, 2018 — Ryan Ellis, EA, sat down with WMAL radio to offer last minute filing tips. Listen to Tax Expert RYAN ELLIS Shares Tax Tips For Tax Day.

April 13, 2018 — Three different news outlets quoted Chris Hardy, EA, in an article titled, 11 tax deductions and other ways to cut your 2017 tax bill.

April 13, 2018 — Barry Lisak, EA, offered readers of the Chief-Leader newspaper Last-Second Tips for Tax Procrastinators.

April 13, 2018 — Three different news outlets published an article, Tax day is near, which includes quotes from Gary Boykin, EA.

April 12, 2018 — CNBC published an article (also published by Yahoo! Finance) that reports on the member survey we conducted in January. The article includes charts from the NAEA survey as well as quotes from Jeff Gentner, EA. Read Here's what tax preparers say you should do before heading their way

April 12, 2018 — In an article for AccountingWeb, Craig Smalley, EA, urges fellow tax professionals to Be Ahead of the Curve in the Accounting Industry.

April 11, 2018 — In his latest Taxing Issues column for Bluffton Today, Ed Loughrey, EA, offers tips to last minute tax filers.

April 11, 2018 — The Ozaukee Press published a glowing profile of Laurie Ziegler, EA. Read State honors for a local trailblazer.

April 10, 2018 — Nayo-Carter Gray, EA, and Phyllis Jo Kubey, EA, were both quoted in a US News & World Report article titled, How to File a Tax Extension

April 10, 2018 — Nearly 40 news outlets reported Maria Luisa Badani, EA, Honored as a Professional of the Year for Two Consecutive Years by Strathmore’s Who’s Who Worldwide Publication.

April 9, 2018 — David DuVal, EA, and Jeffrey Schneider, EA, were both quoted in a USA Today article titled, Top 'frivolous arguments’ the IRS has heard for not filing taxes

April 9, 2018 — CNBC quoted Morris Armstrong, EA, and Craig Smalley, EA, on a report offering Warning signs your tax preparer could be a fraud

April 9, 2018 — Tax Notes Today published the full April 6 NAEA letter to House Ways and Means Oversight Subcommittee leaders outlining recommended changes to the Taxpayer First Act (Read Enrolled Agents Recommend Changes to IRS Reform Bill).

April 9, 2018 — Tax Notes Today referenced the April 6 NAEA letter to House Ways and Means Oversight Subcommittee leaders in an article titled, AICPA Pushes for Practitioner-Focused Section in IRS Reform.

April 9, 2018 — Chris Hardy, EA, was quoted by CET-US News for an article titled, Here's When Your Tax Refund Should Arrive.

April 9, 2018 — Bary Lisak, EA, warns Chief-Leader readers that Some Social Security Benefits May be Taxable.

April 9, 2018 — Craig Smalley, EA, wrote an article for CPA Practice Advisor titled, The Disconnect Between Tax Professionals and Trusts.

April 9, 2018 — US Tax Watch, an MLex publication, published an article that contains the following passage: “The National Association of Enrolled Agents (NAEA) also wants the IRS to set minimum standards for non-credentialed preparers. Standards can include a tax compliance background check, education requirements, strict ethical standards and passing a one-time competency exam administered by the Treasury Department, the association said in a letter with IRS reform recommendations sent March 22 to Jenkins and Lewis.” The article is available to US Tax Watch subscribers.

April 9, 2018 —Craig Smalley, EA, writes about Making the Call in Turning Down Potential Clients in an article for AccountingWeb.

April 9, 2018 — Jeffrey Schneider, EA, was quoted in an article posted to MyBankTracker titled, The Gift Tax: Do You Have to Pay Them?

April 7, 2018 — Gary Jacobson, EA, talks about overcoming his hearing difficulties to launch his own tax business. Read Hearing loss can be taxing.

April 7, 2018 — The Lake Sun Leader published an article, Find accounting help you can count on, that encourages readers to visit naea.org to find an enrolled agent.

April 6, 2018 — Phyllis Jo Kubey, EA, and Helen O’Planick, EA, were quoted in an Accounting Today article titled, IRS now processing ‘extender’ returns.

April 6, 2018 — Politico magazine quoted Jim Adelman, EA, on the importance of establishing minimum federal standards that should be met by all those doing business as tax preparers. Read Reviews good so far for IRS overhaul bill (subscription required).

April 6, 2018 — NAEA Executive Vice President, Bob Kerr, was quoted in a Bloomberg BNA Daily Tax Report article regarding limitations of the IRS online withholding calculator. The article is available to Daily Tax Report subscribers.

April 5, 2018 — In a column for AccountingWeb, Craig Smalley, EA, weighs in with thoughtful comments on the eternal CPA vs. EA debate. Read CPAs vs. Enrolled Agents: Take 2.

April 4, 2018 — AccountingWeb wrote a lengthy article about NAEA’s recent letter to Congress, which urged support for IRS reform. President James Adelman, EA, is quoted liberally throughout the piece, which also includes a link to the NAEA letter. Read NAEA Urges Support for IRS, Calls for Reform.

April 4, 2018 — Kevin Huston, EA, was interviewed on camera for a report filed by WLOS-TV. Watch Don't let scammers get away with your tax refund and leave you owing the IRS.

April 4, 2018 — Ed Loughrey, EA, shares Simple ways to track income, deductions with readers of Bluffton Today.

April 3, 2018 — Craig Smalley, EA, wrote an article for CPA Practice Advisor titled, The Best Advice You Can Give. In the article, Craig writes about HSAs, HRAs, FSAs for dependent care, and the importance of college savings.

April 3, 2018 — In an article for CPA Practice Advisor, Craig Smalley, EA, asserts that Apparently There is No Point to an IRS Central Authorization File.

April 3, 2018 — Lori Carpenter, EA, sat down with WIBQ radio in Indiana to explain what an enrolled agent can do to help individuals and businesses with their taxes. Listen to the broadcast.

April 3, 2018 — John Dundon, EA, Tom Gorczynski, EA, and Phyllis Jo Kubey, EA, were all quoted in a Tax Notes Today article titled, New Cryptocurrency Taxpayers Complicate Filing Season (subscription required).

April 3, 2018 — Ferey Kian, EA, was quoted in an article, Kian Finance Authority Shares Top 5 Reasons Why People May Need a Tax Representative, published by six news outlets.

April 2, 2018 — In an article for CPA Practice Advisor, Craig Smalley, EA, takes a look at How the IRS Wants to Spend Its 2018 Budget.

April 2, 2018 — Craig Smalley, EA, wrote a column for AccountingWeb titled, Section 199A Deduction Will Make You Convert to a C Corporation.

April 2, 2018 — Abby Eisenkraft, EA, was quoted in a Reader’s Digest article titled, 15 Money Mistakes to Avoid During a Divorce.

April 2, 2018 — CRBJ Biz Wire reports that the South Carolina Society of Enrolled Agents is co-sponsor of a Free Tax Workshop for small business owners.

 

March 2018

Mar. 31, 2018 – In a timely column for CPA Practice Advisor, Craig Smalley, EA, explores an important question; Why are Barbers Regulated, But Tax Preparers Aren’t?

Mar. 30, 2018 – Tax Notes Today reported on NAEA’s most recent government affairs initiative. The article includes full text of an NAEA letter sent last week to members of the House Ways and Means and Senate Finance Committees. Read Enrolled Agents Group Provides IRS Reform Recommendations (subscription required).

Mar. 29, 2018 – David DuVal, EA, and Jeffrey Schneider, EA, were both interviewed for an article, The IRS Isn’t Having Any of These Reasons to Not Pay Taxes, published by NerdWallet, MSN and more than 20 additional news outlets.

Mar. 29, 2018 – Nayo Carter-Gray, EA, appeared on the “Let’s Talk Live” morning show on News Channel 8 in Washington, DC to talk about the recent NAEA member survey and about How to Hire and Work with a Tax Professional.

Mar. 28, 2018 – Tony Frezza, EA, appeared on WFTV to warn viewers about the dangers of fraudulent return preparers. Watch Orange County tax preparer falsified tax forms.

Mar. 28, 2018 – Erin Kidd, EA, published an article, Use These Money Routines to Rescue Military Life, which appeared on Military.com.

Mar. 28, 2018 – Ed Loughrey, EA, published a new column in Bluffton Today titled, The most common IRS penalties.

Mar. 27, 2018 – Multiple NAEA members were quoted in an Accounting Today article titled, Refunds and rip-offs: Are clients aware of scams? Read what Morris Armstrong, EA; Jeffrey Gentner, EA; Phyllis Jo Kubey, EA; Helen O’Planick, EA; and Laurie Ziegler, EA had to say on the subject.

Mar. 27, 2018 – A veritable baker’s dozen of NAEA members took viewer calls during a recent segment on WRAL-TV in Raleigh-Durham. Watch Last Minute Tax Questions and look for the familiar faces of the following EAs who participated: Mary Ann Adams, EA; Joan Baron, EA; Shelita Cole-Thompson, EA; Nancy Colvin, EA ; William Duncan, EA; Lisa Eyrolles, EA; Larry Giles, EA; Pat Haggerty, EA; Sherrie King, EA; Karen Kistner, EA; John Rasmussen, EA; Richard Reedman, EA, USTCP; Keith Robertson, EA; Olanda Sample, EA; Paul Shackleton, EA; Augustus Thompson, EA; and Steve Wood, EA.

Mar. 27, 2018 – Barry Lisak, EA, writes about Income-Tax Savings You May Be Missing in his latest column for the Chief-Leader newspaper.

Mar. 26, 2018 – An article in Politico magazine reported on the NAEA letter to Congress. The article, “Minimum standards for tax preparers,” quotes NAEA President James Adelman, EA.

Mar. 26, 2018 – Michael Perkins, EA, was interviewed for report on Tax Time Scams that aired on WTHI-TV in Indiana.

Mar. 26, 2018 – Craig Smalley, EA, writes about Making Judgments in Applying Hobby Loss Rules in a new column for AccountingWeb.com.

Mar. 25, 2018 – Jennifer MacMillan, EA, was quoted in Tax Notes Today about the importance of giving tax practitioners access to online IRS taxpayer accounts so they can help clients interpret the information in those accounts. Read Biggest Challenge for IRS Online Account Deadline Could Be Cost (subscription required).

Mar. 25, 2018 – Claudia Hill, EA, was quoted in a Wall Street Journal article titled, It May Pay to Fight IRS Penalties (subscription required).

Mar. 25, 2018 – Financial Advisor IQ quotes Phyllis Jo Kubey, EA, in an article titled, Financial Pros Stumped on Pass-Through Tax.

Mar. 24, 2018 – Ibironke Ojo, EA, was quoted in an article, Local tax preparers provide last-minute filing tips, published by The Lima News.

Mar. 23, 2018 – Accounting Today reported on a series of proposed IRS reforms NAEA sent this week to members of the Senate Finance and House Ways and Means Committees. President Adelman, EA, is quoted extensively. Read Tax practitioners recommend IRS reforms.

Mar. 23, 2018 – Fit Small Business published an article, 25 Small Business Tax Preparation Mistakes to Avoid From the Pros, that includes a quote from Thomas Williams, EA.

Mar. 23, 2018 – Jeffrey Schneider, EA, was quoted in an article published by Business News Daily titled, 5 Tax Deductions You May Have Overlooked.

Mar. 23, 2018 – David Turrentine, EA, was interviewed for an article, The Trump tax cuts aren't tax cuts for Chicago actors, who are losing deductions they rely on, that appeared in the Orlando Sentinel and the Chicago Tribune.

Mar. 23, 2018 – NewsOK published an article, Typical refunds or taxes owed may be way off next year under new tax laws, that contains the following passage: “I recommend taxpayers speak with an enrolled agent or certified public accountant. These tax professionals are the most capable to help taxpayers during this interesting year.”

Mar. 23, 2018 – Deltrease Hart-Anderson, EA, and Jeffrey Schneider, EA, were interviewed for an article in Cetusnews titled, This is what happens when you fudge on your taxes.

Mar. 23, 2018 – LuSundra Everett, EA, was quoted in an article on Bankrate.com titled, Can’t pay the IRS what you owe? 4 ways to avoid major penalties.

Mar. 23, 2018 – The Herald Independent reports that Kenneth Wundrow, EA, will be offering a free seminar on the impact of the new tax law on individuals and small businesses. Read Chamber offers seminar on new tax law.

Mar. 22, 2018 – Nearly 100 news outlets published a press release announcing that Ernie Mayhorn, EA, has been named to a Trident University Advisory Panel for Computerized Accounting Certificate and Diploma Program.

Mar. 22, 2018 – NAEA EVP Bob Kerr and NAEA legislative counsel Jeff Trinca offered their views on a new House bill titled, The Improving Assistance for Taxpayers Act. Read their comments in the Tax Notes Today article: LaHood Bill on Taxpayer Assistance Directives Gets Icy Reception (subscription required).

Mar. 21, 2018 – A press release issued by Phillip Longsworth, EA, was picked up by more than 100 news outlets. Mr. Longsworth says “We have a system where clients submit all their tax information and documents electronically through our secure online client portal. This eliminates any need for office appointments.” Read Now File Income Tax Returns From Your Couch Anywhere In The US.

Mar. 21, 2018 – Ed Loughrey, EA, reminds Bluffton Today readers, Even tax professionals make mistakes.

Mar. 20, 2018 – U.S. News & World Report published an article, How to Make Your Tax Professional's Life Easier, that reports on the recent NAEA member survey. Read what Morris Armstrong, EA, and Jeff Gentner, EA, had to say about the survey and about how to work more effectively with a tax pro.

Mar. 20, 2018 – A Reuters article, A new quagmire for quarterly U.S. taxpayers, includes quotes from Phyllis Jo Kubey, EA. 

Mar. 20, 2018 – Accounting Today spoke with Morris Armstrong, EA; Jeffrey Gentner, EA; Helen O’Planick, EA; Phyllis Jo Kubey, EA; and Laurie Zieglar, EA, for an article titled, Tax pros rate the season so far: ‘Much busier, much sooner.’

Mar. 20, 2018 – Steven Hamilton, EA, was interviewed for a Morningstar article titled, Have a home equity loan? Here's what you need to know about your taxes.

Mar. 20, 2018 – More than 100 news outlets announced the release of the e-book and Kindle editions of, “Now What? I Got a Tax Notice from the IRS. Help!” a book by Jeffrey Schneider, EA. Read Life-preserving tax tips, quips and advice series, book one from Jeffrey Schneider, is now available in a Kindle Edition.

Mar. 19, 2018 – Christopher Fleck, EA, was interviewed for an article in My Edmonds News. Read 5 tax tips from Edmonds tax pros.

Mar. 19, 2018 – Backstage magazine published an article, 5 Tax Tips Every Actor Should Know, that includes the following passage. “If you see “EA” (Enrolled Agent) after a preparer’s name, it’s a solid endorsement of that person’s knowledge and skills as it means they’re part of a list compiled by the IRS that denotes he or she has passed a grueling three-day exam and their background has been carefully vetted.”

Mar. 19, 2018 – David DuVal, EA, writes about The Taxability of Cryptocurrency in a new column for CPA Practice Advisor.

Mar. 19, 2018 – Barry Lisak, EA, alerts Chief-Leader readers that April 1 is Deadline For Retirees Taking RMDs.

Mar. 19, 2018 – In another column for AccountingWeb, Craig talks about The Biggest Mistake Business Owners Make.

Mar. 18, 2018 – The Motley Fool published an article, 5 Things Tax Professionals Want You to Know, that explores the findings of (and includes multiple reference to) the recent NAEA member survey. 

Mar. 17, 2018 – Keysnews.com reported that Jerry Gaddis, EA, was recently named NAEA’s president-elect. Read National group tabs area agent.

Mar. 16, 2018 – Eva Rosenberg, EA, known to her readers as the “TaxMama,” was quoted in a CETUSnews article titled Here's What to Know About Filing Taxes.

Mar. 16, 2018 – Barry Lisak, EA, tell readers of the Chief-Leader newspaper, Many Retirees Face April 1 Deadline for RMDs.

Mar. 15, 2018 – CNBC published an article offering advice on how to avoid fraudulent tax preparers. Read Your tax preparer could be a fraud. Here's how to find out before it's too late to see what Morris Armstrong, EA, and Craig Smalley, EA, had to say on the subject. 

Mar. 15, 2018 – US News & World Report spoke with Chris Hardy, EA; Jerry Gaddis, EA; and Vicki Mulak, EA; for expert advice on How to File Taxes in a Disaster Zone

Mar. 14, 2018 – In another column for Bluffton Today, Ed Loughrey, EA, helps separate Fact vs. fiction in tax law.

Mar. 14, 2018 – An article in the Washington Post, “Could selling your share of a condo affect your health care subsidy?” urges readers to “talk to an enrolled agent or other tax professional.” 

Mar. 14, 2018 – Craig Smalley, EA, published a column in AccountingWeb in which he explains When Judgments on Sexual Harassment Become Taxable.

Mar. 14, 2018 – Morris Armstrong, EA, was quoted in a Reuter’s article titled, New U.S. gift tax strategies could alter giving.

Mar. 14, 2018 – Ed Loughrey, EA, looks at Fact vs. fiction in tax law for a new column in Bluffton Today.

Mar. 14, 2018 – Deltrease Hart-Anderson, EA, and Jeffrey Schneider, EA, were both quoted in a “Grow” blog entry titled Why Fudging Your Taxes Is a Really, Really Bad Idea.

Mar. 14, 2018 – An Article in the Tax Notes newsletter, Congress Enthused About IRS Reform Until Money Comes Up (subscription required), includes quotes from Jennifer MacMillan, EA, as well as NAEA legislative counsel, Jeff Trinca.

Mar. 13, 2018 – Forbes magazine published the latest installment in their “Taxes A to Z” series by designating “E Is For Enrolled Agent.” The article explains that the enrolled agent designation is attracting more attention in recent years and goes on to explain what differentiates EAs from other tax professionals. The article also includes a link to the NAEA website. 

Mar. 13, 2018 – A US News & World Report article Taxation Procrastination: Where to Go for Last-Minute Tax Filing Advice, urges readers to visit the NAEA website to find a reputable tax professional, “set up an appointment and feel confident that these pros will be able to help you with delayed filings or any tricky tax questions you may have.”

Mar. 12, 2018 – Jennifer MacMillan was quoted in a new post from the House Committee on Ways and Means blog. Read The Need for IRS Reform: Taxpayers Deserve Quality Customer Service.

Mar. 12, 2018 – In an article for AccountingWeb, Craig Smalley, EA, explores the question, Is Section 280E a Tax or Penalty on Legal Cannabis Businesses?

Mar. 11, 2018 – In an article for SeaCoastOnline, David Mayes, EA, warns the Change to mortgage interest deduction will catch some off guard.

Mar. 10, 2018 – A new article in the Motley Fool explains that “not hiring a tax pro” is among 5 Costly Tax Mistakes to Avoid. The article goes on to explain, “Don't just hire anyone, though. Ask around for recommendations. Consider hiring an ‘Enrolled Agent,’ a tax expert licensed by the Internal Revenue Service and who is authorized to represent you before the IRS if need be. You might find one through the National Association of Enrolled Agents website.”

Mar. 10, 2018 – An article in Best Life shares 20 Secrets Your Financial Advisor Won’t Tell You. The article asserts, “EAs still must pass IRS competency tests in order to be legally authorized to do your taxes as a paid consultant. So if tax help is all you need, an EA might be your speed. At the end of the day, hiring an EA will likely save you a great deal of money, and they are plenty competent for your needs.”

Mar. 9, 2018 – Consumer Reports published an article titled “Where to Get Professional Tax Preparation Help.” The article includes the following passage: “Unlike CPAs, who can handle a variety of financial activities, enrolled agents focus solely on taxes. They must have worked for the IRS for at least five years or passed exams on tax codes and calculations. Enrolled agents might work for themselves or in a CPA firm or storefront office. The IRS tax-preparation search page can help you find one, or you can go to the website of the National Association of Enrolled Agents.”

Mar. 9, 2018 – Susan Lee, EA, was quoted in an article published by Chase Bank titled, How to manage taxes when you're a freelancer.

Mar. 9, 2018 – An article in Inside SCV magazine, Mind Your Own Business, offers tips to gig economy workers and cites last year’s NAEA survey, which indicated “failing to report payment received for work performed as an independent contractor was cited as the number-one reason taxpayers receive an IRS notice for incorrect tax calculation.”

Mar. 9, 2018 – JD Supra reported on the news IRS Ranks Tax Return Preparer Fraud As Number Four On The IRS “Dirty Dozen” For 2018. The article helps underscore the importance of hiring a credentialed tax professional like an enrolled agent.

Mar. 8, 2018 – In an article for AccountingWeb, Craig Smalley, EA, explains Taxation on Overseas Income, Bitcoin and Drugs.

Mar. 8, 2018 – An article by CUinsight, 4 tips to lower your tax bill, urges readers to consider hiring an enrolled agent and tells readers “You can find a searchable database that includes specialty and location searches at naea.org.”

Mar. 8, 2018 – LuSundra Everett, EA, was interviewed for a story in Student Loan Hero titled, Can’t Pay the IRS What You Owe? 4 Ways to Avoid Major Penalties.

Mar. 7, 2018 – Morris Armstrong, EA, was interviewed for a NerdWallet article that was republished by more than 100 additional media outlets. Read Selling Stocks in a Panic Could Jack Up Your Tax Bill.

Mar. 7, 2018 – An article in the Washington Post, When you sell a home in one state then buy one in another state, your taxes can be tricky, urges readers to “talk to an enrolled agent or other tax professional.”

Mar. 6, 2018 – Chris Hardy, EA, was interviewed for a story that appeared on CNN Money and nearly 40 additional news outletss. Read 11 tax deductions and other ways to cut your 2017 tax bill.

Mar. 6, 2018 – Craig Smalley, EA, published an article in CPA Practice Advisor in which he examines What California Cannabis Businesses Need to Know About Taxes.

Mar. 6, 2018 – In an article for CPA Practice Advisor, Craig Smalley, EA, takes a look at the pros and cons of Captive Insurance, particularly in light of IRS scrutiny of such enterprises.

Mar. 6, 2018 – Edward Loughrey, EA, reminds readers of his Bluffton Today column that All income should be reported.

Mar. 5, 2018 – Craig Smalley, EA, wrote a column for AccountingWeb in which he explores Tax Advantages of Retirement Plans via Roth, HSA & DBP.

Mar. 4, 2018 – Soquel tax expert Cynthia Leachmoore, EA, details new law’s complications in an article published by the Santa Cruz Sentinel.

Mar. 2, 2018 – Abby Eisenkraft, EA, was interviewed for by the Arkansas-based Paris Express to provide a glimpse of What to know about tax changes.

Mar. 1, 2018 – Morris Armstrong, EA, shares highlights from the recent NAEA member survey in an article published on Nasdaq.com. Read How to Prepare for Tax Season Like a Pro.

Mar. 1, 2018 – David DuVal, EA, was interviewed for an article in GoBankingRates titled, 10 Signs You Really Do Need Professional Help Filing Your Taxes. David explains to readers that “you can hang out a shingle in most states and say, 'I'm a tax pro.' To be safe, look for someone who is an enrolled agent or certified public accountant, or check the IRS directory of federal tax return preparers.” That same article was republished by more than 40 newspapers.

Mar. 1, 2018 – Jennifer MacMillan, EA, and Jeffrey Schneider, EA, were both interviewed for an article in Tax Notes Today titled, Tax Pros, Congress, Clash Over IRS Reform Priorities (subscription required).

Mar. 1, 2018 – U.S. News & World Report published an article, Don't Be Caught Off-Guard by the Tax Consequences of Your Side Hustle, which includes quotes from Chris Hardy, EA; Nayo Carter-Gray, EA; and Phyllis Jo Kubey, EA.

Mar. 1, 2018 – The Houston Chronicle (and nearly 50 additional newspapers) published a story, How to Pay the Government Less Money Legally, that urges readers to consider hiring an enrolled agent. The article goes on to explain, “EAs are credentialed by the IRS, are often ex-IRS employees, and can represent you at any IRS meeting.” 

 

February 2018

Feb. 28, 2018 – Twila Midwood, EA, was interviewed for a story that was published by a dozen different media outlets. The article includes the following passage: “Only enrolled agents (EAs), CPAs and attorneys have unlimited rights to represent you before the IRS. The term ‘enrolled agent’ reflects that an EA can act as your agent before administrative levels of the IRS -- meaning he or she can talk to or meet with the IRS in your stead. Read What it actually means to file a tax extension.

Feb. 28, 2018 – Tom Taulli, EA, published an article in Investor Place that identifies 5 Common Tax Mistakes To Avoid This Year. In the article, Tom urges readers to consider hiring an enrolled agent and provides a link to our “Find a Tax Expert” directory.

Feb. 27, 2018 – Brent Dickerson, EA, was interviewed for a piece that appeared on the Wise Bread blog. The story includes the following passage: “If you've really dug yourself a hole and committed criminal acts by submitting fraudulent taxes, you'll need more than a CPA to help you. An enrolled agent is a tax expert and recognized by the IRS as having unlimited right of representation. They're your best hope of the least amount of recourse.” Read Here's What to Do If You Get Audited.

Feb. 27, 2018 – Trish Evenstad, EA, was interviewed for a story that appeared in MarketWatch and two additional news outlets reaching a combined audience of more than three million readers. Read The new tax law raised your paycheck — here’s how to handle the extra money.

Feb. 27, 2018 – Phyllis Jo Kubey, EA, was interviewed for an article that appeared in The Balance. Read What the New Tax Law Means for Small Businesses and Freelancers.

Feb. 27, 2018 – Ed Loughrey, EA, explores the question, “So what is an audit, anyway?” in his latest column for Bluffton Today.

Feb. 27, 2018 – Barry Lisak explains Procedures for a Corrected, Lost, or Missing W-2 Forms in a new column for the Chief-Leader newspaper.

Feb. 27, 2018 – In an article written for AccountingWeb, Craig Smalley, EA, offers his views on professional ethics, asserting that Ethics is What You Do When No One is Watching You.

Feb. 26, 2018 – Morris Armstrong, EA, shares highlights from the recent NAEA member survey in an article for Investopedia titled, How to Prepare for Tax Season Like a Pro.

Feb. 26, 2018 – Morningstar published an article titled, The tipping point: When to use a tax professional instead of DIY software. The article urges readers to consider hiring an enrolled agent.

Feb. 26, 2018 – Donna Lyle, EA; Khandan Poureftekhar, EA; and Anuradha Singh, EA were profiled by the Daily Camera newspaper in Boulder, Colorado. Read Delta Effects: Experienced Professional Accounting Services for Small Businesses.

Feb. 25, 2018 – In his latest column for Seacoast Online, David Mayes, EA, tells readers IRS warns of new tax scams as filing season begins.

Feb. 24, 2018 – Joshua Hanover, EA, was interviewed for an article that appeared in more than 60 newspapers including USA Today. Read 6 things every adult should know about taxes.

Feb. 24, 2018 – The Seattle Times published an article, How to choose a tax preparer if you need help with your returns, that encourages readers to consider hiring a federally licensed enrolled agent.

Feb. 22, 2018 – CNBC spoke with Jeffrey Gentner, EA, to gather additional expert commentary for a report on the findings of the recent NAEA member survey. Read What tax pros say you should do before heading their way. The same story was republished by Yahoo! Finance and Nasdaq.com.

Feb. 22, 2018 – Phyllis Jo Kubey, EA; Jennifer MacMillan, EA; and NAEA Executive Vice President (and soon to be EA) Bob Kerr all contributed their insights for a piece in Tax Notes Today titled, Taxpayers, Not Tax Pros, Likely Users of Expected IRS Calculator (subscription required).

Feb. 22, 2018 In an article for InvestorPlace, Tom Taulli, EA, offers Tips For Doing Your Airbnb Taxes.

Feb. 21, 2018 – David McKeegan, EA, explains What Expats Need to Know About the New Tax Law in a new column for AccountingWeb.

Feb. 20, 2018 – In a recent column for CPA Practice Advisor, Craig Smalley, EA, published what is, in effect, an open letter to Congress. Read Will Congress Just Fund the IRS Already?

Feb. 20, 2018 – Accounting Today spoke with multiple NAEA members for a story titled, Clients are confused about reform’s effects this season. Read what Morris Armstrong, EA; Jeffrey Gentner, EA; Joel Grandon, EA; Phyllis Jo Kubey, EA; Twila Midwood, EA; Terri Ryman, EA; and Laurie Ziegler, EA, had to say on the subject.

Feb. 20, 2018 – Jeffrey Schneider, EA, just published a book titled, “Now What? I Got a Tax Notice from the IRS. Help!” Read all about it on KAVU-TV.

Feb. 20, 2018 – Ed Loughrey, EA, discusses yet Another example of scamming in a new column for Bluffton Today.

Feb. 19, 2018 – Steven Weil, EA, was interviewed for a story in GOBankingRates titled Know Before You File: Tax Breaks for 2018.

Feb. 19, 2018 – WVNS-TV published a story, Common tax-filing myths debunked, that references the National Association of Enrolled Agents and encourages taxpayers to visit our site to find a qualified enrolled agent in their area.

Feb. 18, 2018 – NerdWallet published an article, How to Keep Your Tax Preparer From Hating You, which references and cites findings from the NAEA member survey. That same article has been republished by MSN.com and by dozens of additional media outlets.

Feb. 18, 2018 – Carolyn Peterson, EA, offers a number of reasons why taxpayers should consider hiring an enrolled agent in an article for the Newark Advocate titled, Pataskala chamber addresses tax changes.

Feb. 17, 2018 – Tom Taulli, EA, authored an article for InvestorPlace titled, 5 Ways to Avoid an IRS Audit.

Feb. 15, 2018 – GoBankingRates published an article, 30 Ways to Make Tax Season Less Scary, which includes quotes from David DuVal, EA, and Thomas Williams, EA.

Feb. 15, 2018 – In a new column for AccountingWeb, Craig Smalley, EA, takes a look at How Wealthy Clients Can Avoid Taxation Under New Tax Law.

Feb. 15, 2018 – CPA Practice Advisor published an article titled, Tax Pros Offer Tips to Make the Most of Income Tax Season. The article references and links to the recent NAEA member survey.

Feb. 15, 2018 – Laurie Ziegler, EA, was quoted in a new Kiplinger story, 9 Tax Breaks for the Middle Class.

Feb. 15, 2018 – In an article for Investor Place, Tom Taulli, EA, examines 4 Ways To Boost Your Tax Refund.

Feb. 15, 2018 – In an article published on Yahoo! Finance, Tom Taulli, EA, offers 4 Tax Tips for Freelancers or Those With Side Gigs. This article includes a link to our “Find a Tax Expert” directory to help readers find an enrolled agent in their area.

Feb. 14, 2018 – The Wilmington News Journal reported on the good work Alan Beatty, EA, is doing to train the next generation of tax professionals. Read College’s free tax prep assistance expands.

Feb. 14, 2018 – Accounting Today reported the news that Bob Kerr rejoins NAEA as EVP.

Feb. 14, 2018 – Tom Taulli, EA, published an article in Investor Place regarding how the new tax law impacts incentives for home ownership. Read New Tax Law: What Does It Mean For Your Home?

Feb. 14, 2018 – Craig Smalley, EA, examines The Important Change to IRC §1031 Exchanges With the New Tax Law in a new column for CPA Practice Advisor.

Feb. 14, 2018 – In another article for CPA Practice Advisor, Craig explains IRC Sec 751 in a Nutshell.

Feb. 14, 2018 – Susan Lee, EA, talks with TheStreet about How to Survive a Tax Audit.

Feb. 14, 2018 – An article in NJ.com, Getting help with taxes and other financial matters, includes this encouraging passage: “The EA takes a federal exam and can practice before the IRS in any state. This is not the case with CPAs. They need approvals from each of the states in which they practice. And they might, or might not, be expert in all areas of taxes.”

Feb. 14, 2018 – Tom Taulli, EA, published a column in Investor Place titled, What Does The New Tax Law Mean For Your Withholding?

Feb. 13, 2018 – Barry Lisak, EA, talks about the Standard Deduction For 2017 Tax Year in his latest column for the Chief-Leader newspaper.

Feb. 13, 2018 – Many of you pitched in to answer reporter questions for an article, Garbage in? How preparers handle DIY prep clients, published by Accounting Today. Our thanks to Bernadette Antonelli, EA; Morris Armstrong, EA; Kerry Freeman, EA; Jeffrey Gentner, EA; Yuliya Harvey, EA; Twila Midwood, EA; Jerrod Oltmann, EA; Terri Ryman, EA; and Laurie Ziegler, EA, for their help.

Feb. 13, 2018 – In an Accounting Today article, Last-minute fix: Preparers’ biggest challenges as tax season heats up, Morris Armstrong, EA; Jeffrey Gentner, EA; Joel Grandon, EA; Phyllis Jo Kubey, EA; Twila Midwood, EA; Geoff Plourde, EA; Terri Ryman, EA; and Laurie Ziegler, EA, were all quoted.

Feb. 13, 2018 – In an article published by the Jasper County Sun Times, Abby Eisenkraft is quoted on how to Protect yourself from identity theft, fraud and other schemes.

Feb. 13, 2018 – In his latest Bluffton Today column, Ed Loughrey, EA, writes about Valentine’s Day and taxes. His column seeks answers to the eternal question: “How did a great romantic day wind up in the middle of tax season?”

Feb. 12, 2018 – Accounting Today published a report on the NAEA member survey findings in an article titled, Top tips for working with tax pros.

Feb. 12, 2018 – New EVP Bob Kerr was quoted in a Tax Notes Today story titled, Trump 2019 IRS Budget Plan Favors Enforcement Over Service. “It is not too much for taxpayers to expect that someone holding him or herself forth as a return preparer has demonstrated at least minimum competency,” Kerr said. Paid preparer regulation would increase the likelihood that taxpayers received professional return preparation, while reducing improper payments from incorrect tax return preparation, he added.

Feb. 12, 2018 – Kathy Hettick, EA, Phyllis Jo Kubey, EA, and Laurie Ziegler, EA, offered their insights for a story in Tax Notes Today titled, Early Filers May Have to Amend Returns Over Code Changes.

Feb. 11, 2018 – Steve DeFilippis, EA, was interviewed for a story in the Wall Street Journal. Read Many Married Couples Gain Under the New Tax Law (subscription required).

Feb. 11, 2018 – In his latest column for SeaCoastOnline.com, David Mayes, EA, says Think long-term in trying to minimize tax on retirement income.

Feb. 10, 2018 – In a letter to the editor of the Daily Herald newspaper, Stephen DeFilippis, EA, says he is Looking forward to next tax season, due to the fact that the “clear majority of my clients will be paying lower taxes in 2018 due to the recently passed Tax Cuts and Jobs Act.”

Feb. 9, 2018 – Abby Eisenkraft, EA, sat down with NerdWallet to talk about What to Do If Your W-2 Is MIA. More than 40 additional news outlets have republished the same article.

Feb. 8, 2018 – The Day newspaper published a letter to the editor from Madeleine Lewis, EA, that asserts the Aging middle class faces higher taxes as result of the Tax Cuts and Jobs Act.

Feb. 8, 2018 – An article in Politico Pro quotes NAEA legislative counsel, Jeff Trinca. Read Tax refunds halted during shutdown (subscription required).

Feb. 8, 2018 – Craig Smalley, EA, offers his views on How to Deduct Entertainment Under the New Tax Law in a new column for AccountingWeb.

Feb. 7, 2018 – In another article published by CPA Practice Advisor, Craig Smalley, EA, takes a closer look at Estate Planning and the 2018 Tax Reform Law

Feb. 7, 2018 – Gayle George, EA, was interviewed for a story, Why you get audited by the IRS and how you could prevent it from happening, that aired on FOX24 and on News Channel 12, both in North Carolina.

Feb. 7, 2018 – Juan Montes, EA, was interviewed for a story, Everything You Should Know About Tax Refunds, published by U.S. News & World Report.

Feb. 6, 2018 – Lori Carpenter, EA, sat down for an on-camera interview with WAWV-TV in Indiana to talk about the enrolled agent profession, the difference between EAs and CPAs, and to share the news that Indiana was one of many states to issue an “Enrolled Agent Week” proclamation this year. Way to go, Lori! Watch Live at Five Guest - Stadler & Company.

Feb. 6, 2018 – An article published by nearly 10 different news outlets encourages readers to Make a goal to contribute more to your 401(k). The article includes the following passage: “Enrolled agents ("EAs") are licensed by the U.S. Department of Treasury after passing a stringent three-part exam on taxation. They must complete IRS-approved continuing education to keep the license. You can locate an EA in your area using the ‘Find an EA’ directory at www.naea.org.”

Feb. 6, 2018 – Barry Lisak, EA, talks about 2017 Tax-Year Exemption And Dependent Details in a new column for the Chief Leader newspaper.

Feb. 5, 2018 – PRLog announced the IRS has appointed Jeffrey Schneider, EA, as New Advisory Council Member.

Feb. 4, 2018 – Danette Holguin, EA, was quoted in an article for the Gillette News Record titled, What should you do when you get a letter from the IRS.

Feb. 4, 2018 – Abby Eisenkraft, EA, was quoted in an article for the Gillette News Record titled, Beware, and be aware.

Feb. 4, 2018 – Steven Weil, EA, was quoted in an article for the Gillette News Record titled, What workers in the ‘gig economy’ should know about tax time—an article that also references last year’s NAEA member survey regarding the most common reasons taxpayers receive a CP2000 notice.

Feb. 3, 2018 – Crystal Stranger, EA, was interviewed for a story in Yahoo! Finance titled, 29 Biggest Tax Questions for Married Couples.

Feb. 2, 2018 – Craig Smalley, EA, wrote a glowing piece for CPA Practice Advisor that celebrates states that issued Enrolled Agent Week proclamations this year, describes how EAs differ from CPAs, and sings the praises of NAEA. Read Several States Recognize Enrolled Agent Week.

Feb. 2, 2018 – Craig Smalley, EA, wrote a thoughtful article for AccountingWeb.com that discusses what to do When a Conflict of Interest Exists.

Feb. 1, 2018 – Craig Smalley, EA, published an article in AccountingWeb titled, ABLE Accounts Have Advantages Under the New Tax Law.

Feb. 1, 2018 – The Motley Fool shared 5 Smart Tax Moves You Can Make Right Now. One of their tips suggests that taxpayers “consider hiring an ‘Enrolled Agent,’ a tax pro licensed by the IRS who is authorized to represent you before the IRS if need be. You might find one through the National Association of Enrolled Agents website.”

Feb. 1, 2018 – Jerry Gaddis, EA, was interviewed for a story published by U.S. News & World Report. Read Know How and Where to Store Your Tax Documents.

Feb. 1, 2018 – Eva Rosenberg, EA, sat down with Southern California Public Radio to get More of your tax questions answered.

Feb. 1, 2018 – David DuVal, EA, was quoted in a story published by half-a-dozen media outlets (including, the Motley Fool, Yahoo! Finance and Nasdaq.com) that offers 5 Things 1099 Employees Need to Know About Taxes.

 

 

January 2018

Jan. 31, 2018 – Craig Smalley, EA, was referenced in an article on KIRO News regarding 7 tax scams you need to watch out for in 2018.

Jan. 31, 2018 – Craig Smalley, EA, wrote an article for CPA Practice Advisor titled, The Secret Behind My Successful Practice.

Jan. 31, 2018 – Mary Philippsen, EA, appeared on FOX40 in Sacramento to talk about Free Tax Day Help being offered by CSEA and the society’s 19 chapters on February 3. Mary provided an excellent on-camera summary of what enrolled agents do and why they were volunteering their time to answer taxpayer questions.

Jan. 30, 2018 – Morningstar.com — along with more than 150 additional news outlets — published a story, Liberty Tax Guide Helps Workers Understand Tax Implications of Gig Economy Work, that references and links to last year’s NAEA member survey regarding the most common reasons taxpayers receive a CP2000 notice.

Jan. 30, 2018 – Susan Lee, EA, was interviewed for a story published by TheStreet titled, How Taxes Are Changing for Freelancers. Among other things, Susan is “proceeding with caution when advising her clients about estimated tax payments for 2018.”

Jan. 30, 2018 – The Santa Cruz Sentinel reports that Cynthia Leachmoore, EA, will discuss “tax reform changes and what they mean for small businesses and personal tax returns,” at a workshop on February 6.

Jan. 30, 2018 – In a column for Bluffton Today, Edward Loughrey, EA, discusses dos and don’ts for Vetting a tax preparer.

Jan. 29, 2018 – Forbes published an article, Direct Deposit Your Tax Refund Into Retirement Savings, that includes extensive commentary from Craig Smalley, EA.

Jan. 29, 2018 – Craig Smalley, EA, wrote an article, Broadening Your Tax Know-How Brings Opportunities, for AccountingWeb.com.

Jan. 29, 2018 – CPA Practice Advisor published a column by Craig Smalley, EA, titled, Friends & Family: How Many Free Tax Returns Do You Prepare? 

Jan. 29, 2018 – Craig Smalley, EA, wrote an article, No More Free Tax Consultations, for AccountingWeb.com.

Jan. 29, 2018 – Lambert Mah, EA, was quoted on camera for a report, Identity Theft Warning as Tax Season Gets Underway, filed by an NBC stations in Los Angeles and San Francisco.

Jan. 29, 2018 – John Klein, EA, appeared on a news segment broadcast by a local NBC affiliate in Milwaukee. Watch the segment: Tax season is here: What you need to know.

Jan. 29, 2018 – MarketersMedia.com published an article, Leading business tax accountant, Harvey Koehler, reveals small business tax help regarding new tax code changes, that includes extensive commentary from Harvey Koehler, EA.

Jan. 28, 2018 – Joseph Coonce, EA, provides a range of consumer tax tips as part of his on camera interview with an ABC affiliate in Terre Haute, IN. Watch the segment: Entering Tax Season Prepared.

Jan. 27, 2018 – Newsday.com published an article, Hiring a tax pro versus doing your taxes yourself, that urges readers to consider hiring an enrolled agent, accountant or CPA.

Jan. 26, 2018 – U.S. News & World Report published an article, DIY vs. Tax Preparer: How Should You File Your Taxes?, that explores the circumstances under which it makes sense to hire an enrolled agent or other tax professional versus preparing your own return.

Jan. 26, 2018 – CPA Practice Advisor published a column by Craig Smalley, EA, titled, What are B-Corporations and L3C’s?

Jan. 26, 2018 – CNBC produced a story, Preparing for tax season, which aired on the “Nightly Business Report” program on PBS. The reporter does a good job of briefly highlighting the differences between enrolled agents and CPAs.

Jan. 26, 2018 – Jerry Gaddis, EA, wrote an article for FlKeysNews.com that offers helpful tips on how to Keep your data secure this tax season.

Jan. 26, 2018 – Jennifer MacMillan, EA, was quoted by the National Journal for an article titled, Could the IRS Find its Funding Savior in Republicans? (subscription required)

Jan. 25, 2018 – Craig Smalley, EA, explains What Enrolled Agents Can do vs. CPAs in an article for AccountingWeb.com.

Jan. 23, 2018 – In a column for Bluffton Today, Edward Loughrey, EA, explores everyone’s favorite subjects: death and taxes. Read After death, taxes go on.

Jan. 23, 2018 – Accounting Today spoke with several NAEA members for a story titled, Day at the breach: Counseling clients on data theft. Read what Morris Armstrong, EA; John Dundon, EA; Kerry Freeman, EA; and Laurie Ziegler, EA, had to say on the subject.

Jan. 23, 2018 – Lori Carpenter, EA, and Julia Fry, EA, both appeared on camera to share information about the new tax law. Watch the MyWasbashValley.com news segment: Live at Five Guest - Stadler & Company Tax Service.

Jan. 23, 2018 – David DuVal, EA, was quoted in a story published on Glassdoor.com that offers 5 Things 1099 Employees Need to Know About Taxes.

Jan. 23, 2018 – The Sacramento Bee reports that members of the Sacramento Valley Chapter of the California Society of Enrolled Agents will be available on Saturday, January 27 to answer tax questions at no charge for qualifying households. Read Free help with preparation of income tax returns to learn more.

Jan. 22, 2018 – Morningstar.com and 163 additional media outlets reported on the upcoming Tax Talk Today webcast featuring David Mellem, EA, Mary Sunderland, EA, and Alan Pinck, EA. Read “2017 Federal Tax Update for Individuals and Businesses, Including ACA.

Jan. 21, 2018 – CPA Practice Advisor published a helpful primer on different types of enrolled and unenrolled preparers. Read How to Choose an Income Tax Preparer: Which Tax Pros Can Represent Taxpayers Before the IRS?

Jan. 21, 2018 – The Colorado Springs Gazette published a column, Check on financial advisers' credentials, that provides a basic summary of the enrolled agent credential.

Jan. 20, 2018 – The Greenwich Free Press (and one additional news outlet) published an article, Tax Return Tips Can Speed Refund Processing and Help Prevent Theft of Your Refund, that urges readers to consider hiring an enrolled agent.

Jan. 19, 2018 – The Times Free Press published an article, How to select a tax preparer, that encourages readers to consider hiring an enrolled agent and warns that “fees should be based on the complexity of the return, never on the size of the tax savings or refund.”

Jan. 19, 2018 – More than 50 news outlets published articles based on a report from the Better Business Bureau offering tips on finding and selecting a tax preparer. In addition to encouraging readers to consider hiring an enrolled agent, the report says to “be sure to find out if the preparer is affiliated with a professional organization that provides or requires its members to pursue continuing education and holds them accountable to a code of ethics.” Read 9 tips for hiring a trustworthy tax preparer.

Jan. 19, 2018 – Politico interviewed Jennifer MacMillan, EA, for a story titled, New tax law could be victim of shutdown.

Jan. 18, 2018 – Abby Eisenkraft, EA, published a helpful paper titled, Top 10 Questions to ask when Hiring a Tax Pro.

Jan. 18, 2018 – KHQ Right Now reports that Ferey Kian, EA, will host a series of enrolled agent preparatory workshops in Hollywood, FL starting in February. Read IRS Enrolled Agent Ferey Kian Helping People Start Lucrative Careers in IRS Representation.

Jan. 17, 2018 – Consumer Reports published an article, How to Get Help on Your Taxes Without Calling the IRS, that suggests “You may have to pay a certified public accountant or an enrolled agent—a professional who prepares taxes and can represent you before the IRS—for help.”

Jan. 16, 2018 – The San Antonio Express-News (and 11 additional media outlets) suggests one important way to Protect your tax information is to work with an enrolled agent, CPA or tax attorney.

Jan. 16, 2018 – CBS San Francisco posted an article and related video highlighting 3 Useful Tax Tools Available On IRS’ Video Portal. The article explains, “An enrolled agent is a person who has earned the privilege of representing taxpayers before the IRS.”

Jan. 16, 2018 – Ed Loughrey, EA, reminders Bluffton Today readers that Filing season begins Jan. 29.

Jan. 15, 2018 – In an article for AccountingWeb.com, And Here We are... Tax Season, Craig ruminates on the ebbs and flows of life as a tax professional.

Jan. 15, 2018 – RochesterFirst.com recently provided tips on Choosing a pro for your taxes. Among those tips was to consider hiring an enrolled agent.

Jan. 15, 2018 – The News-Enterprise suggests readers consider hiring an enrolled agent in a new column titled, Questions to ask when selecting tax preparer.

Jan. 15, 2018 – Mike Williams, EA, was quoted by the Aiken Standard in Tips for tax season in 2018. Among other things, Mr. Williams recommends filing with an enrolled agent or CPA.

Jan. 14, 2018 – A Motley Fool article, 3 Ways to Deal With a Huge Tax Bill, urges readers to consider hiring an enrolled agent to handle preemptive tax planning or to represent you before the IRS if need be.

Jan. 14, 2018 – David Mayes, EA, explores Charitable giving strategies after tax reform in a new column for SeaCoastOnline.com.

Jan. 13, 2018 – A new article and video on CNBC.com offer 4 tips for choosing who prepares your 2017 tax returns. CNBC reporters urge people to contact an enrolled agent, CPA, or tax attorney.

Jan. 13, 2018 – In 7 Ways to Avoid a Tax Audit, The Motley Fool says “Find a recommended pro -- perhaps an ‘Enrolled Agent,’ a tax pro licensed by the IRS who's authorized to represent you before the IRS, if need be. You might find one through the website of the National Association of Enrolled Agents.”

Jan. 13, 2018 – The Great Falls Tribune published an article, Tax prep: 7 things to ask before hiring a tax professional, in which Trish Evenstad, EA, was quoted.

Jan. 12, 2018 – Barry Fowler, EA, Reviews Immediate Effects Of New Tax Law with readers of PRLog.

Jan. 12, 2018 – Barry Lisak, EA, talks about The Home-Office Deduction: What You Should Know, in a new column for the Chief-Leader.

Jan. 11, 2018 – Craig Smalley, EA, tells CPA Practice Advisor, Tax Professionals Need to Talk about the Cannabis Industry.

Jan. 11, 2018 – Jerry Gaddis, EA, tells FlKeysNews readers, Be aware of major changes as you file your taxes this year.

Jan. 11, 2018 – CPA Practice Advisor reported that Jeffrey Schneider, EA, has been named to the Internal Revenue Service Advisory Council. Read IRS Selects New Advisory Council Members.

Jan. 11, 2018 – Accounting Today reported that Jeffrey Schneider, EA, has been named to the Internal Revenue Service Advisory Council. Read IRS Advisory Council names new members.

Jan. 11, 2018 – Craig Smalley, EA, reviews The Good and Bad About the New Tax Law in a new article for CPA Practice Advisor.

Jan. 11, 2018 – MSN.com published an article, Tax Hacks 2018: How to Get the Right Tax Pro at the Right Price, that lists enrolled agents as among the professionals taxpayers should be talking to.

Jan. 11, 2018 – Craig Smalley, EA, wrote a column for AccountingWeb.com titled, What I Learned Last Year: My Time for Tax Consultation isn’t Free.

Jan. 10, 2018 – Black Enterprise magazine published an article offering tips on How to Survive an IRS Audit. The article urges readers to seek help from a “certified public accountant (CPA), an enrolled agent, or even a tax attorney.”

Jan. 10, 2018 – MoneyTalksNews published an article, Tax Hacks 2018: How to Get the Right Tax Pro at the Right Price, that lists enrolled agents as among the professionals taxpayers should be talking to.

Jan. 9, 2018 – Craig Smalley, EA, examines How the New Tax Law Affects Cryptocurrency in an article for CPA Practice Advisor.

Jan. 9, 2018 – Accounting Today published an article, The gig is up: Clients with side jobs often neglect taxes, that includes comments and quotes from Morris Armstrong, EA; Jeff Gentner, EA; Phyllis Jo Kubey, EA; Manasa Nadig, EA; and Laurie Ziegler, EA.

Jan. 9, 2018 – The Chicago Tribune reports on the new TurboTax offering that allows taxpayers to connect live via one-way video to a CPA or enrolled agent. Read Tax law has changed, and so has tax advice.

Jan. 9, 2018 – A new article on Business.com, 5 Accounting and Finance Certifications to Get Ahead, provides excellent information about how to become an enrolled agent, and references the wealth of information and resources available from NAEA.

Jan. 8, 2018 – Craig Smalley, EA, wrote a column for AccountingWeb.com titled, Knowing Which Direction to Take Your Firm.

Jan. 8, 2018 – TheWealthAdvisor.com published an article, Five Steps To Play Retirement Catch-Up, that quotes Morris Armstrong, EA.

Jan. 8, 2018 – Sherrill Trovato, EA, was interviewed for a story in Forbes that offers readers Five Retirement Housekeeping Moves For The New Year.

Jan. 8, 2018 – Barry Lisak shares Important Changes for the 2017 Tax-Filing Season with readers of the Chief-Leader newspaper.

Jan. 8, 2018 – Advertising Age reports that Intuit Buys First Super Bowl Ad for Its Own Brand (and Gets One for TurboTax, Too). The article closes by mentioning “In 2017, TurboTax ran one 45-second spot featuring Humpty Dumpty to promote SmartLook, a live video connection to a TurboTax expert, credentialed CPA or enrolled agent to answer customers' questions.”

Jan. 8, 2018 – Financial Advisor magazine reports that high-net-worth clients in particular are clamoring to find the right tax preparer. The article, HNW Clients Need Your Help Now To Find A Tax Preparer, explains that CPAs, attorneys and enrolled agents have unlimited representation rights before the IRS. The article outlines the requirements needed to become an enrolled agent.

Jan. 5, 2018 – Trish Evenstad, EA, was interviewed for an article by NerdWallet titled, 7 Questions to Ask Before You Hire a Tax Professional. Trish says if preparers ask you to have the IRS deposit your tax refund in an account the preparer controls, “that a huge no-no.” The article was syndicated to more than 60 additional media outlets (including MSN.com, Fox Business, Nasdaq.com, San Francisco Chronicle, reaching a total potential audience of more than 25 million taxpayers.

Jan. 5, 2018 – Fox5Vegas.com was one of 60 news outlets that published an article, Ten tips for choosing a tax preparer, that listed enrolled agents as among the tax professionals readers should consider. Combined, this story reached a total potential audience of nearly 5 million readers.

Jan. 4, 2018 – WFMZ-TV and four other media outlets reviewed “six tax myths that the National Association of Enrolled Agents – a group of federally licensed tax practitioners who specialize in taxes – encounters frequently.” Read Debunking common tax myths.

Jan. 4, 2018 – The Times-Gazette reported on a Volunteer Income Tax Assistance (VITA) program overseen by Allen Beatty, EA. The program gives Wilmington College accounting and business majors hands-on experience helping qualified individuals in Clinton, Ohio and surrounding counties prepare their tax returns. Read WC students IRS-certified to provide free tax help.

Jan. 4, 2018 – AccountingWeb.com reported the IRS Offers 9 Tips on Picking a Tax Preparer. “Attorneys, CPAs and enrolled agents can represent any client to the IRS in any situation, the agency advises.”

Jan. 4, 2018 – Craig Smalley, EA, wrote a column for AccountingWeb.com titled, New Tax Law Takes Aim at a Different Measure of Inflation.

Jan. 4, 2018 – A Reader’s Digest article urges readers to “hire an accountant, enrolled agent, or tax attorney who has experience dealing with the IRS.” Read 32 Things Your Tax Accountant Won’t Tell You.

Jan. 3, 2018 – Jennifer MacMillan, EA, was quoted in a report, IRS FY 2018 Budget Not Yet Settled, from the Wolters Kluwer “Tax and Accounting Blog.”

Jan. 3, 2018 – Shan-Nel Simmons, EA, was interviewed for a story on CreditKarma.com offering 5 tips for deducting a charitable donation from your taxes. In addition to quoting Shan-Nel, the article states, “As an enrolled agent, Simmons is federally licensed to represent taxpayers in collections, audit and appeals actions before the IRS.”

Jan. 3, 2018 – Barry Fowler, EA, shares his thoughts on Virtual Currency Tax And Hotmail Scam with readers of MENAFN.com.

Jan. 2, 2018 – Morris Armstrong, EA, was interviewed for a Forbes magazine article, Five Steps To Play Retirement Catch-Up. While preparing for retirement is tougher when you get a late start, Morris tells new clients “You have to start somewhere.”

Jan. 2, 2018 – Christina Carter, EA, was interviewed by the San Mateo Daily Journal for a story titled, GOP tax plan creating many new questions.

Jan. 2, 2018 – Ed Loughrey, EA, answers the question, “Do I have to file a return?” in a new column for Bluffton Today.

Jan. 2, 2018 – Craig Smalley, EA, takes a look at the New Tax Law and the Fun Stuff it Offers in a new column for AccountingWeb.com.

Jan. 2, 2018 – SuperMoney.com urges readers to be wary of tax relief companies. The article, 2018 Tax Relief Industry Study, suggests that delinquent taxpayers avoid firms that “promise they can provide relief from tax liabilities or misrepresent how long it will take to process debt relief application. The article further suggests using only firms staffed by tax lawyers, enrolled agents or certified public accountants.

 

 

December 2017

Dec. 31, 2017 – Kelly Phillips Erb at Forbes released her annual list of the Top 100 Must-Follow Tax Twitter Accounts. Among those on the list are the official NAEA twitter account (@Tax_Experts), Kerry Freeman, EA (@kerryfreemanea), Patrick P. Murphy, EA (@TaxPro10018), Jerry Gaddis, EA (@TropicalTax), Manasa Nadig, EA (@ManasaSogNadig), Eva Rosenberg, EA (@TaxMama), and Rachel Simon, EA (@RachelASimonTax). 

Dec. 31, 2017 –Yahoo! Finance published an article, 9 Tax Tips to Start Your Year Off Right and Save Money, that urges taxpayers to seek out an enrolled agent for representation. 

Dec. 30, 2017 – WHNT-TV urges their audience to consider hiring an enrolled agent or other reputable tax preparer this tax season. Read It’s Never Too Early to Prepare for Tax Season.

Dec. 30, 2017 – The author of BlogLikes.com claims Tax changes bring confusion, concern & tax pro popularity.

Dec. 29, 2017 – Ryan Ellis, EA, was quoted in a RareNews.com story, To prepay 2018 property taxes or not to prepay: Does anybody, including the IRS, really know?

Dec. 29, 2017 – Keloland.com examines the often “overlooked” tax professional, enrolled agents, that should be consulted when taxpayers are looking for a tax professional. Read The IRS Wants You To Choose Your Tax Preparer Wisely!

Dec. 29, 2017 – Barry Lisak, EA, shared Happy New (Tax) Year! greetings with readers the Chief-Leader newspaper.

Dec. 28, 2017 – Bryan Lake, EA, was interviewed by NBC News regarding the impact of the recently passed tax legislation. Clips of Bryan’s interview were broadcast by NBC affiliates across the country. Read the article and watch one of the clips here: People scramble to pay property taxes before the New Year.

Dec. 28, 2017 – In a story published by The Hill, Confusion reigns as people try to figure out property tax rules, Ryan Ellis, EA, suggests that the many people rushing to prepay 2018 property taxes will not end up benefiting financially as a result of doing so.

Dec. 28, 2017 – BusinessInSavannah.com published an article, “You received a tax notice – now what?” that urges readers to consult with an enrolled agent or other qualified tax professional to serve as an intermediator between the taxpayer and the IRS.

Dec. 28, 2017 – Steven Weil, EA, was interviewed by the Kaplan Herald for a story titled, Four tax reforms that may reinvigorate Principal Road — and increase the economic system.

Dec. 27, 2017 – The Morgan Leader encourages readers to consult with an enrolled agent or other qualified tax preparer in an article titled, Five reasons you shouldn‘t prepare your own taxes.

Dec. 27, 2017 – Larry Lawler, EA, weighs in on the “Should you prepay your property taxes this year?” debate in an article published by the Buffalo News.

Dec. 26, 2017 – WKSU-FM interviewed Lisa Vivens, EA, for a story titled, Tax Preparers Prepare for a Bump in Business as People Try to Figure out the GOP Tax Overhaul.

Dec. 26, 2017 –Yahoo! Finance published an article, Every Document You Need to Defend Yourself During an Audit, urging taxpayers to seek out an enrolled agent for representation. 

Dec. 24, 2017 – Crystal Stranger, EA, helps to answer the 29 Biggest Tax Questions for Married Couples in a new article for GoBankingRates.com.

Dec. 22, 2017 – OneNewsPage.com reports Charles R. Markham, EA, USTCP, says Taxpayers dealing with New Tax Bill by prepaying R E Taxes may miss the boat. Markham recommended taxpayers should also prepay their real estate taxes for 2018 before December 31, 2017 to get the tax deduction on their 2017 taxes.

Dec. 22, 2017 – Barry Lisak, EA, shared Year-End Tax-Saving Strategies for 2017 with readers the Chief-Leader newspaper.

Dec. 22, 2017 – Edward Zelazo, Jr., EA, was interviewed for a story published by SeaCoastOnline.com regarding the rush to prepay 2018 property taxes. Read Can you beat the tax man?

Dec. 22, 2017 – Government Executive magazine quoted Jennifer MacMillan, EA, extensively in an article titled, “IRS Faces a ‘Crushing’ Workload to Implement the GOP’s Massive Tax Cut.”

Dec. 21, 2017 – NPR broadcast portions of an interview with Jennifer MacMillan, EA, that reached a total potential audience of 18 million listeners! You can listen to the interview and read the accompanying article here, Now That The GOP Tax Bill Is Approved, The IRS Gets Busy.

Dec. 21, 2017 – Bryan Lake, EA, appeared on the WJLA-TV Let’s Talk Live! morning show to offer end-of-year tax tips. Watch the segment here: End of the year tax write offs.

Dec. 21, 2017 – Morris Armstrong, EA, was quoted in an article, Get ready for a flood of difficult divorces in 2018, published by Reuters, U.S. News & World Report and two additional media outlets.

Dec. 20, 2017 – Morris Armstrong, EA, had an article published by Investopedia. Read Don't Overlook These Year-End Tax Deadlines.

Dec. 20, 2017 – CPA Practice Advisor warns all tax return preparers (including, of course, enrolled agents) that Tax Pros Need 2018 PTIN; Continuing Education for Annual Filing Season Program Due by Year End.

Dec. 19, 2017 – Shan-Nel Simmons, EA, was interviewed for a story on CreditKarma.com offering 5 tips for deducting a charitable donation from your taxes. In addition to quoting Shan-Nel, the article states, “As an enrolled agent, Simmons is federally licensed to represent taxpayers in collections, audit and appeals actions before the IRS.”

Dec. 19, 2017 – Morningstar.com reported on a study showing more than 70 percent of tax professionals say the new tax bill is “tax hell.” The survey included responses from nearly 4,000 tax professionals including enrolled agents, CPAs and tax attorneys. Read Tax Pros Weigh In On Senate Tax Bill: Tax Hell Or Tax Heaven? to learn more.

Dec. 19, 2017 – Ed Loughrey, EA, reminds readers of Bluffton Today that Tax notices don’t stop for holidays.

Dec. 18, 2017 – More than half a dozen NAEA members were quoted in an Accounting Today article titled, What clients say about tax reform. Read comments from Morris Armstrong, EA; Kerry Freeman, EA; Jeffrey Gentner, EA; Yuliya Harvey, EA; Twila Midwood, EA; Terri Ryman, EA; and Laurie Ziegler, EA.

Dec. 18, 2017 – Barry Lisak, EA, talks about the Advantages of a "529" College Savings Program in a new column for the Chief-Leader newspaper.

Dec. 15, 2017 – David Mayes, EA, has a new column in SeaCoastOnline.com titled, ETF tax advantages at risk in proposed tax reform. David warns investors and tax professionals about possible changes that, if enacted, may offer less flexibility in terms of minimizing the tax due on share sales. 

Dec. 15, 2017 – Barry Fowler, EA, Warns About Holiday Shopping Scams in an article posted to PRLog.com.

Dec. 15, 2017 – Tax Notes Today published an article titled, “Tax Pros Predict Filing Season Woes if IRS Budget Crunch Lasts” (subscription required to access the article) that included quotes from Jennifer MacMillan, EA.

Dec. 14, 2017 – A post titled, “House Lawmakers Examine Taxpayer Experience with IRS,” appeared this week in the Wolters Kluwer “Tax and Accounting Blog” and referenced Jennifer MacMillan, EA’s appearance and testimony before the House Ways and Means Oversight Subcommittee.

Dec. 13, 2017 – Law360 published an article, Reforming IRS Requires More Funding, Advocates Say (subscription required), that also referenced Jennifer MacMillan, EA’s testimony.

Dec. 13, 2017 – The North Carolina Society of Enrolled Agents participated in a televised “Tax Pros on Call” program Monday night. Throughout the evening, the local NBC affiliate in Raleigh, NC cut away from their news report to show two dozen NCSEA members (including former President Richard Reedman, EA) staffing a phone bank and taking calls from viewers with tax questions. The “on-the-scene” reporter did an excellent job of mentioning that everyone answering the calls was an enrolled agent and explaining what an enrolled agent does.

Dec. 13, 2017 – Testimony given by Jennifer MacMillan, EA, before the House Ways and Means Oversight Subcommittee was highlighted in an article published by Government Executive magazine. Read House Subcommittee Mulls IRS Funding to Implement Tax Reform.

Dec. 13, 2017 – Jennifer MacMillan, EA, was quoted liberally in an article on InsideSources.com regarding her testimony Wednesday before the House Ways and Means Oversight Subcommittee. Read Taxpayers Don’t Like Dealing With the IRS. Here’s How to Fix That.

Dec. 13, 2017 – The House Committee on Ways and Means blog cited testimony from Jennifer MacMillan, EA, in a new post titled, “Oversight Hearing Confirms: American Taxpayers Deserve Bold IRS Reform.”

Dec. 13, 2017 – Politico magazine also reported on Wednesday’s House Ways and Means Oversight Subcommittee hearing. The article, Better IRS Budget Needed for Taxpayer Service, Practitioner Testifies [article available only to Politico Pro subscribers], includes several excellent quotes from Jennifer MacMillan, EA.

Dec. 13, 2017 – An article on PublicNow.com reports An Underfunded IRS Would Struggle With Implementing Tax Reform. The article mentions NAEA as being among groups “calling on Congress to provide additional funding for the IRS.”

Dec. 12, 2017 – Accounting Today published an article, Set and go: Preparers ready themselves for next season, that includes quotes from Morris Armstrong, EA; John Dundon, EA; Kerry Freeman, EA; Stephen Mead, EA; and Laurie Ziegler, EA.

Dec. 12, 2017 – Ed Loughrey, EA offers Year-end tax planning tips to readers of Bluffton Today

Dec. 11, 2017 – Barry Lisak touches on The Home-Office Deduction: What You Should Know, in a new column for the Chief-Leader.

Dec. 11, 2017 – AccountingWeb.com reported on the tax tips offered recently by NAEA to help people maximize the impact of charitable donations while minimizing the impact to their pocketbook. Read How to Make the Most of Donations for Deductions.

Dec. 11, 2017 – The Motley Fool published an article, 8 2018 Tax Moves to Make Right Now, that references enrolled agents and points readers to eatax.org to “find a qualified tax pro in your area.” 

Dec. 8, 2017 – The Motley Fool published an article, 4 Tax Breaks You Won't Want to Miss, that explains, “If you're serious about maximizing your tax breaks, consider hiring a qualified professional (meaning a CPA or enrolled agent) to prepare your tax return for you.”

Dec. 7, 2017 – In a letter to the editor of the Arizona Daily Sun, Jennifer Stefanow, EA, offers suggestions for reconciling the tax bill. Read Do tax reform in a sensible way.

Dec. 6, 2017 – Jeffrey Schneider, EA, provided his insights for an article on CreditKarma.com that explains How health insurance can affect your taxes. 

Dec. 6, 2017 – Jeffrey Schneider, EA, and Craig Smalley, EA, were both quoted in a Reuter’s article, My taxes probably are going up. Are yours? That same article was republished in several additional media outlets.

Dec. 5, 2017 – Ed Loughrey, EA warns Bluffton Today readers to Watch out for holiday scams.

Dec. 4, 2017 – With tax reform dominating the news, Aaron Blau, EA, sat down with Financial Advisor magazine to discuss ways to separate headlines from actionable tax planning. Aaron urges tax pros to Think Shorter-Term For HNW Clients’ Tax Planning.

Dec. 4, 2017 – Barry Lisak, EA, encourages readers of the Chief-Leader to conduct an End-of-Year Tax Withholding Check-up.

Dec. 3, 2017 – David Mayes, EA, provides an excellent summary to SeacoastOnline.com readers of What to know when donating stock to charity.

Dec. 3, 2017 – An article on News-JournalOnline.com tell readers flat out: Do not put heirs on the title to your house. The article goes on to suggest that, “for more information, you should talk to an accountant, enrolled agent or relative that has knowledge about your situation and your federal income taxes.” 

Dec. 1, 2017 – Barry Fowler, EA, Provides Helpful Info About Frauds And Scams to readers of Renewable Energy World magazine.

 

November 2017

Nov. 30, 2017 – In an article for AccountingWeb.com, Craig provides answers and advice to those who may ask, What’s the Big Deal With Selecting a Method of Accounting?

Nov. 30, 2017 – Fast Company published an article announcing TurboTax is hiring an army of CPAs to gig on its platform. The article goes on to explain, “Intuit’s TurboTax is hiring more than 1,000 certified public accountants and enrolled agents to assist struggling tax filers on demand.”

Nov. 30, 2017 – InvestorPoint.com also reported on Intuit’s hiring plans in an article titled, Intuit hires 1K CPAs for on demand assistance.

Nov. 29, 2017 – The Greensboro News & Record reported that Rudolph Click, EA, has earned the Fellow designation from the National Association of Enrolled Agents for completing the three levels of the National Tax Practice InstituteTM.

Nov. 29, 2017 – The Kane County Chronicle reported that Harry Eng, EA, will be leading a small business deduction seminar on Dec. 5.

Nov. 28, 2017 – New Brunswick Herald reported Maria Luisa Badani, EA, has been recognized as a Professional of the Year for 2017 by Strathmore’s Who’s Who Worldwide for her outstanding contributions and achievements with over 20 years of experience in the field of accounting.

Nov. 28, 2017 – The Motley Fool published an article, 4 Expensive Tax Mistakes, that suggests readers with a side gig or other tax complications who hire a CPA or enrolled agent are likely to “see a huge savings compared to when you've done the return yourself.” That article was republished by 8 additional media outlets including Fox Business, Business Insider, and Nasdaq.com.

Nov. 28, 2017 – David Duval, EA, wrote an article for CPA Practice Advisor that offers tips to tax professionals on working with clients to protect them from tax identity theft. Read Tax Identity Theft and Your Clients: 5 Steps to Finding Peace.

Nov. 28, 2017 – Ed Loughrey, EA, published a column in Bluffton Today suggesting that the new tax bill could impact end-of-year tax planning.

Nov. 27, 2017 – Barry Lisak, EA, discusses Your Home Sale and Capital Gains in a new column for the Chief-Leader newspaper. 

Nov. 27, 2017 – Jim Adelman, EA, sat down with the Tax Reward Blog to talk about NAEA, the enrolled agent profession, and the services and benefits provided by enrolled agents. Read the full article: Get Help from the Tax Experts at NAEA.

Nov. 25, 2017 – Tim Sullivan, EA, cautions readers of the Columbia Daily Tribune that Season of giving requires careful consideration.

Nov. 22, 2017 – John Dundon, EA, and Jennifer MacMillan, EA, were both quoted in a new Reuters article titled, “Your Money: Uncertain future for those counting on medical deductions.” 

Nov. 22, 2017 – In an article for CPA Practice Advisor, Craig reports on the NAEA news release offering Veterans Day tax tips for military families. Read Tax Talk for Veterans

Nov. 21, 2017 – Michael Jackman, EA, discusses the Tax benefits of charitable giving in an article for the Gettysburg Times.

Nov. 21, 2017 – In another article for the Chief-Leader newspaper, Bary explores the Tax Advantages of Home Ownership.

Nov. 21, 2017 – Ed Loughrey, EA, traces The reason for Thanksgiving in a new column for Bluffton Today and offers a tongue-in-cheek look at how the pilgrims might have handled personal income tax returns in their day.

Nov. 21, 2017 – Mike Habib, EA; Chris Hardy, EA; and Jeffrey Schneider, EA, were all quoted in an article for BestCompany.com titled, IRS Problems? Tax Professionals Reveal Top Tips.

Nov. 20, 2017 – TransWorldNews published an article that outlines the differences between Bookkeepers, Accountants, Enrolled Agents & CPA.

Nov. 20, 2017 – Craig Smalley, EA, talks about Valuation of a Cannabis Business in a new article for CPA Practice Advisor.

Nov. 20, 2017 – Mike Perkins, EA, was interviewed on camera for a story that aired on WTHI-TV in Indiana. Watch Would the GOP Tax Plan Save You Money or Cost You Money?

Nov. 18, 2017 – The St. Louis Post-Dispatch published the Reuters article (Minimal relief from prospective death of the dreaded AMT) that includes quotes from John Dundon, EA; Phyllis Jo Kubey, EA; and Craig Smalley, EA.

Nov. 15, 2017 – The Washington Post published an article, Taking investment property out of an LLC to obtain lower-rate loan could spur tax charge, that urges readers (in two different sections of the article) “to talk to an enrolled agent, accountant or tax adviser” to properly assess their tax obligations. 

Nov. 14, 2017 – Aaron Blau, EA; Jeff Gentner, EA; Phyllis Jo Kubey, EA; Jeffrey Schneider, EA; and Laurie Ziegler, EA were all quoted in an Accounting Today article that explains why for reasons sentimental and otherwise, some tax professionals “continue to keep around a once-indispensable tool that’s slowly becoming antique.” Read “Old favorites: Preparers hang on to adding machines” to learn more.

Nov. 14, 2017 – John Dundon, EA; Phyllis Jo Kubey, EA; and Craig Smalley, EA, were all quoted in a Reuter’s article that offers a glimpse into the alternative minimum tax. The article, Your Money: Minimal Relief From Prospective Death of the Dreaded AMT, was subsequently republished in U.S. News & World Report, and at least three additional media outlets.

Nov. 14, 2017 – Ed Loughrey, EA, published a column in Bluffton Today in which he reports and expands on the NAEA news release offering “Tax tips for service members.” 

Nov. 13, 2017 – Barry Lisak, EA, offers Tax Tips on Gambling Winnings and Losses in a new column for the Chief-Leader newspaper.

Nov. 12, 2017 – The Motley Fool urges readers to “seek out a credentialed tax preparer such as an enrolled agent or CPA” in a new article titled, 4 Tax Myths That Can Cost You Some Serious Moolah. The article goes on to say that “enrolled agents don't have experience requirements, but we have to pass a hideously complicated three-part IRS exam that guarantees we know our stuff.”

Nov. 12, 2017 – PRLog.com announced that Beth Lougen, EA, USTCP, presented at the International Tax Conference this week.

Nov. 10, 2017 – NAEA legislative counsel, Jeff Trinca, sat down for an interview with the Weekly Standard magazine to discuss parallels between the 1986 tax reform efforts and the current tax reform bill. Read It Won't Be Easy This Time Either.

Nov. 10, 2017 – Targeted News Service published the NAEA news release offering Veterans Day Tax Tips for Military Families.

Nov. 9, 2017 – Morris Armstrong, EA, and John Dundon, EA, were both quoted in a Reuters article that poses an interesting question; Is tax reform the final straw for alimony? The article was subsequently published in 11 additional media outlets including CNBC, The Fiscal Times and Nasdaq.com.

Nov. 9, 2017 – CPA Practice Advisor reported on the newly issued NAEA news release offering Tax Tips for Military Families.

Nov. 9, 2017 – Jennifer MacMillan, EA, and David Miles, EA, were featured in a November 14 "Tax Talk Today" broadcast that focuses on how the IRS deals with persons who fail to file tax returns and how practitioners may assist those non-filers in dealing with the IRS. Read more about the program, “Non-Filers: How They Got There & Bringing Them Back Into the System,” on Morningstar.com.

Nov. 7, 2017 – In an article for Bluffton Today, "Money laundering makes the headlines," Ed Loughrey, EA, examines ways individuals and businesses launder money to avoid reporting income to the IRS.

Nov. 7, 2017 – Randall Brody, EA, and Jeffrey Schneider, EA, were both quoted on the topic of Mistakes you're making with your taxes, for an article appearing on The List, a women’s lifestyle website that covers a broad range of topics. 

Nov. 6, 2017 – Barry Lisak, EA, examines the Income-Tax Implications of Divorce in a new column for the Chief-Leader.

Nov. 5, 2017 – David Mayes, EA, writes about the tax benefits of health savings accounts in a new article for SeacoastOnline.com titled, HSAs can boost retirement readiness.

Nov. 4, 2017 – Ryan Ellis, EA, takes a closer look at the high income bracket phase-out contained in the new tax bill. Read There Isn't A 'Stealth Tax Bracket' In The House Tax Reform Bill in Forbes magazine.

Nov. 2, 2017 – The Manhattan Beach Sun referenced the NAEA survey on CP2000 notices in an article offering Three Steps to Help Freelancers and Gig Economy Workers Avoid a Tax Blunder.

Nov. 1, 2017 – CPA Practice Advisor published an article on PTIN renewals, Time to Renew PTINs, that also provides detailed information on the EA credential.

 

October 2017

Oct. 31, 2017 – Ed Loughrey, EA, looks at The Taxation of Settlements in an article for Bluffton Today.

Oct. 31, 2017 – Abbey Eisenkraft, EA, was interviewed for a CNBC story about good and bad ways small businesses utilize tax deductions. Read Small-business owners discover some tax deductions aren't worth it to learn more.

Oct. 31, 2017 – TulsaCW.com provides detailed information about the “enrolled agent credential” in an article titled, PTIN renewal period underway for tax professionals.

Oct. 31, 2017 – The Sunbury News reported that a Local Tax Service Cancels Appointments and Keeps Personal Information. The article offers good information on finding a credentialed tax expert and lists enrolled agents as among those who have the highest training and qualifications.

Oct. 30, 2017 – Financial Advisor magazine says October has become an increasingly frenzied month for tax professionals due in part, to an often unavoidable need by high-net-worth clients to delay their tax filing from April to mid-October. Read what Aaron Blau, EA, CPA, and Morris Armstrong, EA, have to say on the subject in October Has Become Tax Month For Many HNW Clients

Oct. 30, 2017 – In another column for the Chief-Leader, Bary Lisak, EA, takes a look at the Tax Advantages of Homeownership.

Oct. 26, 2017 – Forbes announced PTIN Renewal Is Underway. The article reminds readers that current PTINs will expire on December 31, 2017. It won’t come as news to you but the article also states, “all enrolled agents, regardless of whether they prepare returns, must have a PTIN to maintain their status.”

Oct. 25, 2017 – Anthony LoCascio, EA, was interviewed for a CNBC article in which he discusses the merits of making a year-end charity donation of appreciated assets like stocks, instead of making cash donations. Read With stocks at record highs, maybe it's time to give some assets away to learn more.

Oct. 24, 2017 – Ed Loughrey, EA, talks about Social Security and caregivers in a column for Bluffton Today.

Oct. 23, 2017 – Bary Lisak, EA, published a column in the Chief-Leader titled, “Tax Rules for Capital Gains and Losses.” 

Oct. 23, 2017 – Jennifer MacMillan, EA, was profiled in an article for the Weekly Standard magazine that examines the possible impact on tax professionals of proposed tax reform and simplification. Read It's Trump vs. H&R Block.

Oct. 23, 2017 – In another column for the Chief-Leader, Barry Lisak, EA, examines Tax Rules for Capital Gains and Losses.

Oct. 22, 2017 – David Mayes, EA, explains to readers of SeaCoastOnline.com, some of the IRS rules governing transfer of assets and property during life versus at death. Read Keep gift tax rules in mind when feeling generous.

Oct. 19, 2017 – NBC12.com announced an upcoming webcast, Income Taxation of Estates and Beneficiaries — Tax Issues We Leave Behind, featuring Chris Hardy, EA, and Alan Pinck, EA. The Live webcast is scheduled for Tuesday, October 24, 2 - 3:50 PM ET (2 CPE Credits).

Oct. 18, 2017 – In an article for AccountingWeb.com, Craig Smalley, EA, examines Intuit’s Virtual Tax Expert Network, a new service that allows tax professionals to provide seasonal, part-time help to TurboTax customers via a live video platform. While Craig explains Why Being a Virtual Tax Expert Wasn't for Me, he suggests it may be a viable option for some. 

Oct. 18, 2017 – LuSundra Everett, EA, warns of the consequences of failing to report income from a side hustle in a new CNBC article titled, 33 percent of young people with side hustles make one dangerous mistake.

Oct. 17, 2017 – Phyllis Jo Kubey, EA, was quoted in the latest Tax Notes Today newsletter in an article titled, IRS Will Require ACA Compliance in 2018 Returns. The article is available by subscription only.

Oct. 17, 2017 – David Duval, EA, penned a thoughtful article on Combating Tax-Related Identity Theft for CPA Practice Advisor. Tax-related identity theft remains one of the most common forms of identity theft.

Oct. 17, 2017 – Ed Loughrey, EA, highlights the variety and absurdity of certain deductions under our current tax system in a column for Bluffton Today titled, A deduction for a doughnut

Oct. 16, 2017 – Barry Lisak, EA, explains How to Retrieve Your Past Tax Returns in a column for the Chief-Leader

Oct. 16, 2017 – Jeffrey Gentner, EA, discusses the importance of declaring ALL earned income (yes, even income derived from a side gig) in a new article for Financial Advisor magazine titled, Is Your Client With A Side Job Paying Taxes?

Oct. 13, 2017 – Targeted News Service shared the NAEA news release, NAEA Shares Tax Tips for Latino Households

Oct. 15, 2017 – Steven Weil, EA, offers a word of warning for those tempted to claim tax credits to which they are not entitled. Steven’s advice appears in a new article for GoBankingRates.com titled, Know Before You File: Tax Breaks for 2018.

Oct. 12, 2017 – CPA Practice Advisor announced that Intuit is looking for enrolled agents and other tax professionals to provide assistance to taxpayers via a new TurboTax on-demand virtual platform. Similar to the Lyft or Uber model, tax professionals can choose the days and hours they want to work. “Intuit’s technology routes the taxpayer’s question to an expert, then using one-way video and unique screen sharing functionality, experts will show and explain answers at the moment taxpayers need the most help.” Read Uber for Tax Pros: Intuit Creates Virtual Tax Network to learn more.

Oct. 12, 2017 – Digital Media Net Forums announced that Claudia Hill, EA, will be presenting at the 33rd Annual Tax Controversy Institute Conference. Discounted event registration is available to NAEA members. Read UCLA Extension Tax Controversy Institute Tackles ID Theft, Crypto Currencies and Cannabis at 33rd Annual Conference on October 24th at Beverly Hills Hotel to learn more.

Oct. 12, 2017 – Jeff Trinca, our legislative counsel, tells Bloomberg BNA he believes it’s important for the next IRS Commissioner to have an understanding of the laws governing tax administration—not just tax law. Read New IRS Commissioner Should Have Tax Law Experience: Advocate.

Oct. 11, 2017 – In a letter to the editor of The Press Democrat, Timothy Nelson, EA, suggests that lowering corporate tax rates as a means of spurring job growth is great but wants Congress to make eligibility for such tax cuts contingent on actual job creation by companies. 

Oct. 11, 2017 – Jerry Gaddis, EA, and Ricardo Rivas, EA, talk about “silent returns” in a new Reuters article titled, Skip the health insurance tax question? Not so fast. That article was picked up by several news outlets within the first 24 hours, reaching a combined total potential audience of nearly 60 million people! 

Oct. 11, 2017 – Jeffrey Schneider, EA, was quoted by U.S. News & World Report regarding the tax consequences that befall a divorced spouse who sells a home solo rather than selling the home early on in the divorce proceedings when a couple may still file a joint tax return. Read Divorcing? Should You Divorce Your Home, Too?

Oct. 11, 2017 – Patrick Haggerty, EA, announced via PRlog.org that he will be leading a webinar on October 25 titled, “Wage Overpayments – Prevention and Recovery.

Oct. 10, 2017 – Morris Armstrong, EA, was interviewed along with Lawrence Pon, EA, CPA, USTCP, for an article in Financial Advisor that seeks to answer the question: Can A Roth Conversion Reduce Taxes For Affluent Clients? Spoiler alert! The answer is, “it depends.”

Oct. 10, 2017 – According to ValpoLife.com, tax professionals are needed to assist elderly, moderate-to-low income residents in Porter County, IN file their federal and state income taxes. The article asserts that enrolled agents “can earn [continuing education] credits when volunteering as a VITA instructor, quality reviewer or tax return preparer. Read Volunteer Tax Preparers Sought for IRS Volunteer Income Tax Assistance (VITA) Program to learn more.

Oct. 6, 2017 – Bary Lisak, EA, tackles the topic of Tax Exemptions and Deductions for Parents in the Chief-Leader.

Oct. 6, 2017 – Accounting Today published an article, A prime challenge in M&A: Retaining the clients, in which the following NAEA members were quoted: Jeff Gentner, EA; Phyllis Jo Kubey, EA; Jeffrey Schneider, EA; and Laurie Ziegler, EA;

Oct. 5, 2017 – An article in the Proctor Journal references the NAEA member survey regarding CP2000 notices and the fact that “independent contractors participating in the gig economy were cited as among those most at risk of failing to accurately report all of their income.” Read 3 steps to help freelancers and gig economy workers avoid a tax blunder.

Oct. 4, 2017 – Craig Smalley, EA, published a white paper in CPA Practice Advisor titled, 2017 Estate Planning, that offers an in-depth look at what’s needed to ensure assets go to the intended beneficiaries.

Oct. 4, 2017 – JD Supra provides an overview of different types of IRS audits and warns taxpayers that only an experienced tax professional, like an enrolled agent, can represent them before the IRS. Read You or Your Business Gets an IRS Audit Notice: What Do You Do? Defending an IRS Audit (Part 10)

Oct. 2, 2017 – Barry Lisak, EA, helps readers of the Chief-Leader answer the question, Do I Qualify for the Earned Income Tax Credit?

Oct. 2, 2017 – CPA Practice Advisor published a white paper by Craig Smalley, EA, titled, Cannabis and Taxation, which examines tax challenges faced by those participating in the legal cannabis industry. 

 

September 2017

SEPT. 29, 2017 – In a column for the Chief-Leader newspaper, Barry Lisak, EA, helps readers answer the question: Do I Qualify for the Earned Income Tax Credit?

SEPT. 28, 2017 – CPA Practice Advisor published an article by Craig Smalley, EA, titled, NAEA’s Efforts Help Build Awareness of Enrolled Agents.

SEPT. 26, 2017 – Craig Smalley, EA, examines the ethics of client referrals in an article for CPA Practice Advisor titled, How Building a Team Around You Can Help Your Practice

SEPT. 26, 2017 – In another article for CPA Practice Advisor, Craig Smalley, EA, asserts that Achieving a Successful Tax Practice Takes Trial and Error

SEPT. 26, 2017 – Craig Smalley, EA, shares several personal anecdotes that explain Why Automation Could Be the Key to Success for Your Tax Practice in CPA Practice Advisor

SEPT. 26, 2017 – In an article for AccountingWeb.com, Craig Smalley, EA, explores the ins and outs of Creating a Sales Tax Nexus Versus a Nexus for State Income Tax.

SEPT. 26, 2017 – Ed Loughrey, EA, examines the compensation, typical expenses and tax deductions available to members of Congress. Read Finances and members of Congress in Bluffton Today.

SEPT. 25, 2017 – Bary Lisak, EA, explains to readers of the Chief-Leader newspaper, How to Protect Your Tax and Financial Information.

SEPT. 25, 2017 – In Bary Lisak, EA, explains to readers of the Chief-Leader newspaper How to Protect Your Tax and Financial Information.

SEPT. 23, 2017 – Craig Smalley, EA, explains How to Run a Firm in a Federal Disaster Area in CPA Practice Advisor

SEPT. 23, 2017 – LonsdaleNewsReview.com announced Portia Vogt, EA, will offer tax tips for small businesses in an upcoming seminar. Read Chamber Hosts Business Safety & Small Business Tax Seminar to learn more.

SEPT. 23, 2017 – In an article for Investor’s Business Daily titled, “Advisors Go Holistic By Expanding Their Skill Sets,” Anthony LoCascio, EA, talks about how his tax credentials differentiate him from other financial advisors. 

SEPT. 21, 2017 – Jim Adelman, EA, published an article in Intuit’s ProConnect Tax Pro Center, the company’s communications hub for customers who use Intuit tax software. In the article, Jim answers the questions, “Why Should You Get Credentialed? What are Your Options?

SEPT. 20, 2017 – In an article published by the Atlanta Black Star, Deltrease Hart-Anderson, EA, discusses How the Banking and Credit System Exacerbate the Wealth Gap in Black Communities and may leave some open to unfavorable IRS tax audits.

SEPT. 18, 2017 – In a column for the Chief-Leader newspaper, Bary Lisak, EA, shares tips for Getting the Most Out Of the Child Tax Credit.

SEPT. 18, 2017 – Craig Smalley, EA, published an article, How the Nexus Issue Plays Out With Amazon and Drop Shipping, in AccountingWeb.com this week. 

SEPT. 18, 2017 – In another article for AccountingWeb.com, Craig Smalley, EA, discusses a series of live webinars he’s launching to help train inexperienced EAs and other tax professionals. Read The Master Series Begins with 'Representation' to learn more.

SEPT. 14, 2017 – Russell Fox, EA, contributed an article to Forbes that offers his take on What A Tax Professional Would Like To See Out Of Tax Reform. The article is part of a Forbes special report on tax reform.

SEPT. 14, 2017 – Jerry Gaddis, EA, has written an excellent piece for FlKeysNews.com offering tax tips to those impacted by Hurricane Irma. Read Storm-related losses can be tax-deductible.

SEPT. 13, 2017 – Morris Armstrong, EA, was quoted in a new Reuters article regarding the tax implications of donations received via crowdfunding sites. Read Raising money for an emergency raises money questions. That article has since been syndicated to at least 10 additional media outlets.

SEPT. 13, 2017 – GoBankingRates.com profiles an enrolled agent in an article titled 15 Businesses You Can Start for $10K or Less.

SEPT. 13, 2017 – A new piece in The TaxProf Blog states that while current discussion of tax reform appears focused on the tax code and tax laws, comparatively little attention is being paid to reforming tax administration. The author, Mr. Bryan Camp, a professor at Texas Tech University School of Law, notes that NAEA was one of nine tax practitioner organizations that put out a paper calling for tax administration reform earlier this year. Read Reforming Tax Administration.

SEPT. 12, 2017 – A veritable baker’s dozen of NAEA members chimed in for a recent article (Together or alone? Preparing returns in front of clients) in Accounting Today. Our thanks to Morris Armstrong, EA; Jeff Gentner, EA; Joel Grandon, EA; Nicole Green, EA; Kathy Hallford, EA; Chris Hardy, EA; William Keats, EA; Stephen Mead, EA; Patrick O’Hara, EA; Richard Ogg, EA; Theodore Prioleau, EA; Frederick Reynolds, EA; Terri Ryman, EA; and Laura Strombom, EA, for sharing their thoughts with the reporter. 

SEPT. 12, 2017 – Craig Smalley, EA, shares personal anecdotes in an article for AccountingWeb.com that highlight Why We Should Always Be Honest With Our Clients

SEPT. 11, 2017 – Barry Lisak, EA, explains to readers of the Chief-Leader newspaper how Tax Credits Help With Higher Education Expenses

SEPT. 11, 2017 – David Mayes, EA, describes situations in which the Tax benefits of life insurance can be lost, in a new article for SeaCoastOnline.com.

SEPT. 11, 2017 – An AccountingWeb.com article written by Craig Smalley, EA, sheds light on an important question for many tax professionals; “When is a Nexus Created?” 

SEPT. 11, 2017 – Craig Smalley, EA, published an article for AccountingWeb.com in which he touches on the Alphabet Soup of Tax Professional Designations

SEPT. 11, 2017 – The Motley Fool published an article, Why You Always Should File a Tax Return -- Even if You Owe Nothing, that explains taxpayers “could save a lot of money by hiring an experienced, credentialed tax advisor (an Enrolled Agent or CPA). Plus, your advisor can deal with the IRS and its representatives for you. Now that's a service that's definitely worth the money.”

SEPT. 8, 2017 – 4-Traders.com announced that NAEA member Michael Jackman, EA, has been named one of Five New Members for the Electronic Tax Administration Advisory Committee of the IRS.

SEPT. 8, 2017 – KEYC News 12 (and more than 20 additional media outlets) reports that Robert McKenzie, EA, JD, will host a live webinar titled, “Learn How to Prepare a Protest and File a Winning Appeal With the IRS” on Tuesday, Sept.tember 26.

SEPT. 7, 2017 – Craig Smalley, EA, published an article CPA Practice AdvisorAs If It Couldn’t Get Any Better for Real Estate Investment Trusts (REITS) — in which he examines the tax status of REITs. 

SEPT. 7, 2017 – In another article for CPA Practice Advisor, Craig Smalley, EA, explains How to Solve Complex Tax Issues for Clients by Using the R&D Credit

SEPT. 7, 2017 – Craig Smalley, EA, published an article in CPA Practice Advisor that examines Charitable Remainder Trusts and Their Cousins: Real Tax Savings for High Net Worth Clients.

SEPT. 7, 2017 – TMC Net.com (and several additional media outlets) reports that Phyllis Jo Kubey, EA, and Mary-Heather Styles, EA will join a Tax Talk Today panel on Tuesday, Sept.tember 12 to discuss U.S. Taxpayers Living, Working or Investing Overseas.

SEPT. 7, 2017 – The Niagara Gazette announced Tax assistance volunteers sought in Niagara. Enrolled agents and other tax return preparers are needed to help low income Niagara County residents maximize their tax returns by avoiding refund anticipation loans and inflated filing fees.

SEPT. 7, 2017 – Scott Vance, EA, offers his four top tips for making tax time easy and productive for real estate investors in an article for PennyMacUSA.com titled, “Buying Rental Property: Tips from the Experts.”

SEPT. 7, 2017 – The Cheapism.com blog posted an interesting article that lists “tax preparer” as one of 20 Great Second Careers That Don't Require More School. The article states that “to file more than basic returns, you'll need to become an ‘enrolled agent,’ which involves an exam and tax-history compliance check.” 

SEPT. 5, 2017 – In an article for AccountingWeb.com, Craig Smalley, EA, ruminates On Sports Collections, Death and Taxes

SEPT. 1, 2017 – Barry Lisak, EA, explains How to Deduct Moving Expenses to readers of the Chief-Leader newspaper. 

 

August 2017

August 31, 2017 - Craig Smalley, EA, published an article, Taxpayer Advocate Finally Feels My Frustration, in which he details for readers of AccountingWeb.com, his frustration in trying to get useful answers from IRS Revenue Agents and Revenue Officers

August 30, 2017 - Craig Smalley, EA, published Don’t Miss Out on IRC §1202 Stock in CPA Practice Advisor.

August 30, 2017 - Craig Smalley, EA, published Estate Planning Part I - Passing Along Your Business to Your Children in CPA Practice Advisor.  

August 30, 2017 - Craig Smalley, EA, published Estate Planning Part II – When You’re Not Subject to Estate Tax in CPA Practice Advisor.  

August 30, 2017 - Craig Smalley, EA, published Estate Planning Part III – Bypass Trusts in CPA Practice Advisor.  

August 29, 2017 - Lynn Schmidt, EA, was mentioned in PRLog.org in an article titled, Lynco Financial & Tax Services Inc selected for 2017 Winter Haven Small Business Excellence Award.

August 29, 2017 - Ed Loughrey, EA, discusses the financial strain faced by older Americans who choose to finance school debt for their children and even grandchildren. Read his latest column for Bluffton Today titled Student debt and seniors.

August 28, 2017 - Jeffrey Schneider, EA, discusses important tax considerations related to equipment loans in an article published by FitSmallBusiness.com titled Equipment Loans – How They Work, Where to Find One, and More.

August 28, 2017 - An article in the Orlando Sentinel (syndicated to nearly 400 additional, local newspapers) references NAEA and our CP2000 survey in an article titled, 3 steps to help freelancers and gig economy workers avoid a tax blunder.

August 28, 2017 - Bary Lisak, EA, explains to readers of the Chief-Leader How to Tap Your IRA Early Without Penalty.

August 27, 2017 - David Mayes, EA, explains the ins and outs of beneficiary designations in a new column for SeacoastOnline.com titled, Annual review of beneficiary designations a priority.

August 26, 2017 - Seattlepi.com reports on an interesting marketing tactic employed by Michael Allbright, EA, in an article titled, Trucker-Turned-IRS Negotiation Hosts Laptop Giveaway at Dallas Truck Show.

August 23, 2017 - The Baltimore Sun urges readers to consult with an enrolled agent to make sure they Have a smart plan for inheritance.

August 22, 2017 - Accounting Today reported on a new idea to drastically cut down tax refund fraud -- by making stolen taxpayer information worthless to thieves. Roger Harris, EA, and NAEA legislative counsel Jeff Trinca, proposed the idea to staffers on the Senate Finance Committee and the House Ways and Means Committee last week. Read A radical proposal for fighting tax-related ID theft to learn more.

August 22, 2017 - David Mayes, EA, explains the ins and outs of beneficiary designations in a new column for SeacoastOnline.com titled, Annual review of beneficiary designations a priority.

August 22, 2017 - In a column for Bluffton Today, Ed Loughrey, EA, discusses findings of the NAEA member survey on CP2000 notices and offers helpful tips to those who receive them. Read What is the CP 2000?

August 21, 2017 - Morris Armstrong, EA, and Laurie Ziegler, EA were both interviewed for a new article in Financial Advisor magazine titled, Best Tax Moves For Advisory Businesses.

August 21, 2017 - Bary Lisak, EA, warns readers of the Chief-Leader newspaper to Beware of Income-Tax Scams

August 18, 2017 - David DuVal, EA, discusses The Three Most Misunderstood Tax Deductions (Even for Tax Professionals) in a new article for CPA Practice Advisor. Site registration is required to access the article.

August 17, 2017 - David DuVal, EA, authored an article for CPA Practice Advisor (site registration required) titled, “The Almost (But Not Quite) Automatic First Time Penalty Abatement.”

August 17, 2017 - The LI Herald announced that Livingston Young, EA, has earned the Fellow designation from the National Association of Enrolled Agents. The article goes on to explain all about NAEA, NTPI, and the EA profession. Read “Franklin Square and Elmont Neighbors in the News.”

August 17, 2017 - Suzanne Weathers, EA, urges readers to “Consider tax implications early in business startups” in an article for the Spokane Journal of Business

August 16, 2017 - Friday Burke, EA, was quoted liberally in a CNBC report titled, “How to avoid gig economy tax missteps.” In addition to helping raise Friday’s profile nationally, the article raises awareness of NAEA, of enrolled agents generally, and it also links to the NAEA news release that summarizes findings of our member survey on CP2000 notices.

August 16, 2017 - The CNBC story quoting Friday Burke, EA, also appeared in Yahoo! Finance.

August 16, 2017 - Craig Smalley, EA, wrote an excellent summary of our CP2000 survey for AccountingWeb.com. His article focused on the challenges facing those participating in the gig economy as well as the biggest mistakes taxpayers make when they receive a CP2000 notice. Read “What You Need to Know About 'Gig Economy' Clients.”

August 16, 2017 - Anthony LoCascio, EA, offers tips for minimizing taxes on capital gains in an article for CNBC titled, “Donating stock is a triple play: Book profits, skip capital gains and pocket a deduction.”

August 15, 2017 - David DuVal, EA, authored an article for CPA Practice Advisor (site registration required) titled, Four Tips for Maximizing Your Clients’ Education Benefits. 

August 15, 2017 - Ed Loughrey, EA, has a new column in Bluffton Today titled, IRS warns of ‘spear phishing’ scams. 

August 15, 2017 - In her “Talkin’ Taxes” column for the Standard Examiner, Tracy Bunner, EA, answers the question: What should you do if you get a notice from the IRS? The article urges readers to visit eatax.org to find a qualified enrolled agent who can help resolve the notice. The article also references and links to the recent NAEA news release regarding the CP2000 member survey.

August 14, 2017 - Financial Advisor magazine quotes Phyllis Jo Kubey, EA, and John Dundon, EA in an article about required minimum distributions titled, “50% Tax On Missed RMDs May Be Waived.” 

August 14, 2017 - Craig Smalley, EA, explores rules surrounding asset transfers in an article for AccountingWeb.com titled, “Tax Court Corner: Transfer of Assets to Corporation Not a Sale.”

August 14, 2017 - Barry Fowler, EA, Reveals Possible New Threat at IRS with a post to PRLog.org.

August 14, 2017 - Bary Lisak, EA, reviews Tax Benefits for Child and Dependent Care in the Chief-Leader newspaper.

August 13, 2017 - David Mayes, EA, authored an excellent article for SeaCoastOnline.com titled, “Common IRS notice triggers and how to handle them.” David’s article summarizes findings of the recent NAEA member survey regarding CP2000 notices. 

August 11, 2017 - TargetedNewsService.com posted the NAEA news release announcing the newest group of NTPI Fellows®.

August 11, 2017 - Scott Vance, EA, discusses the tax implications of divorce in an article on TheStreet.com titled, “Ask These 5 Questions Before Signing Off on a Client's Divorce Settlement.”

August 11, 2017 - In an article for SuperMoney.com, NAEA was referenced as one of several organizations that provide oversight of tax service providers. Read IRS Private Debt Collectors Under Scrutiny: How to Protect Yourself from the IRS’ Private Debt Collection Program.

August 10, 2017 - Craig Smalley, EA, describes The Worst Advice Dealing With a Tax Issue in an article for AccountingWeb.com.

August 10, 2017 - Mark Olander, EA, was quoted by TMCnet.com regarding an update to his company’s audit representation service. Read TaxAudit.com Updates Audit Defense Pro for Tax Preparers to learn more. 

August 8, 2017 - In his newest column for Bluffton Today, Ed Loughrey, EA, discusses Passwords that will protect your information. He makes a point to highlight the particular importance of passwords to tax preparers.

August 7, 2017 - Jeffrey Schneider, EA, explains to readers of CreditSesame.com why debt forgiveness can seem like a blessing to those facing financial hardship — until they see their tax bill. Read Credit Sesame Guide to Debt Settlement to learn more.

August 7, 2017 - Craig Smalley, EA, examines the question: Is the IRS Finally Leaping Into the Future? in an article for AccountingWeb.com

August 6, 2017 - Crystal Stranger, EA discussed the 16 Most Important Assets That Will Increase Your Net Worth in an article published by GoBankingRates.com.

August 6, 2017 - The New Hampshire Union Leader announced that Janeen Sorrentino, EA, was appointed to the board of directors for the Northern New England Society of Enrolled Agents.

August 6, 2017 - The Press Democrat reported that Christine Cromwell, EA, has been elected president of the Sonoma County Executives Association.

August 5, 2017 - BlogTalkRadio.com announced that Shan-Nel Simmons, EA, will be doing a series of three shows in August. Read “A former IRS auditor joins Anna's Journey to talk small business taxes!” to learn more. 

August 4, 2017 - Barry Lisak, EA published a column in the Chief Leader newspaper titled, Tax Tips for Self-Employed Individuals.

August 4, 2017 - A host of NAEA members were quoted in a new article for Accounting Today titled, Yelp wanted: How tax pros use the network. Read differing opinions on the subject from William Keats, EA; Laura Strombom, EA; Patrick O'Hara, EA; Nicole Green, EA; Chris Hardy, EA; Theodore Prioleau, EA; Richard Ogg, EA; and John Dundon, EA.

August 4, 2017 - Friday Burke, EA, and Bryan Lake, EA, were both interviewed for a story in the Bloomberg BNA Daily Tax Report newsletter (subscription required). The article, “Gig Workers Likely to Botch Tax Returns, Practitioners Say” reported on findings of the NAEA member survey regarding CP2000 notices.

August 4, 2017 - Craig Smalley, EA, contributed a new article to AccountingWeb.com: Why Dealing with State Tax Issues Boils Down to Domicile.

August 3, 2017 - TargetedNewsService.com posted the NAEA Awards press release, “Seven Honored With Awards at 2017 NAEA National Conference.” 

August 3, 2017 - TargetedNewsService.com posted the NAEA press release announcing “Survey Reveals Top Reasons Taxpayers Receive an IRS Notice for Incorrect Payment.”

August 3, 2017 - Craig Smalley, EA, cautions readers of The Tax Advisor that Reliance on tax software does not let taxpayer off the hook.

August 3, 2017 - WallStreetSelect.com posted an excerpt from a longer article by Barry Fowler, EA. The article, Tax Expert and Advisor Barry G. Fowler Offers Tax Tips For Disaster Related Losses, informs readers that such losses are often tax deductible if the loss is major and not covered by insurance or other reimbursement.

August 2, 2017 - A new article, Filling the time between April 18 and January, in Accounting Today urges readers to use the off-season to study for the EA credential. The article also notes interest is picking up in Congress to allow preparer regulation.

August 1, 2017 - AccountingWeb.com ran a story, IRS Finalizes Increase in User Fee to Take Enrolled Agent Exam, quoting our legislative counsel, Jeff Trinca, and also quoting from our July E@lert.

July 2017

July 31, 2017 - TargetedNewsService.com posted the NAEA press release announcing “Survey Reveals Top Reasons Taxpayers Receive an IRS Notice for Incorrect Payment.”

July 31, 2017 - Barry Lisak, EA published a new piece in The Chief-Leader newspaper in which he explains how to Reduce Your Taxes with Miscellaneous Deductions.

July 31, 2017 - KLTV 7 News in Tyler, TX reported that Roland C. Manuel, Enrolled Agent - Introduces Tax Coaching Service and Proactive Tax Planning.

July 30, 2017 - In a new column for SeacoastOnline.com, David Mayes, EA, discusses net unrealized appreciation in an article titled, NUA may reduce tax on 401(k) plan company stock.

July 30, 2017 - Accounting Today published an article quoting multiple NAEA members including Aaron Blau, EA; John Dundon, EA; William Keats, EA; Chris Hardy, EA; Theodore Prioleau, EA; Richard Ogg, EA; Twila Midwood, EA; Laurie Ziegler, EA; Jeff Gentner, EA; Nicole Green, EA; Terri Ryman, EA; Jennifer Brown, EA; Frederick Reynolds; Morris Armstrong, EA; and Stephen Mead, EA. Read Funny ideas: Preparers discuss clients’ misconceptions.

July 27, 2017 - AmericanTowns.com reports that State College of Florida, Manatee-Sarasota to Offer Enrolled Agent Course, Exams.

July 27, 2017 - PRLog.org brings us a report titled, “Tax Expert and Advisor Barry G. Fowler, EA, Talks Tax Advantages of Selling a Home.”

July 26, 2017 - John Warren, EA, was interviewed for a story in the Boston Globe regarding a software glitch that impacted the returns of Massachusetts taxpayers. Read “Over 2,000 Massachusetts taxpayers billed incorrectly due to software error.”

July 25, 2017 - In a new Bluffton Today column, Ed Loughrey, EA, explains the Statutes of limitations and the IRS.

July 24, 2017 - Bary Lisak, EA, explains Employee Business Expense Deductions in his latest column for The Chief-Leader newspaper.

July 18, 2017 - Ed Loughrey, EA, counsels readers that “the difference between tax avoidance and tax evasion is the thickness of a prison wall” in his latest column for Bluffton Today, “A case of false tax returns.”

July 18, 2017 - The San Antonio Express-News reported on an upcoming seminar in August sponsored by the Texas Society of Enrolled Agents. Read “Amarillo hosts regional tax practitioner meeting” to learn more. 

July 17, 2017 - Bary Lisak, EA, covers “Tax-Deductible Casualty-and-Theft Losses” in his latest column for The Chief-Leader newspaper.

July 17, 2017 - NAEA friend and legislative counsel, Jeff Trinca, was quoted in two new reports on the IRS price hike for the special enrollment examination. Read the Bloomberg article here: IRS Sticks With Plan to Raise Fee for Taking Enrolled Agent Exam. Read the report in Tax Notes Today here: Exam User Fee Increase Finalized Over Industry Complaints (subscription required).

July 16, 2017 - In his most recent column for SeaCoastOnline.com, David Mayes, EA, explains some of the complications around required minimum distributions (RMDs) in “IRA distribution rules can be tricky.”

July 16, 2017 - Jassen Bowman, EA, discusses the growing need for competent tax professionals in an article for CPA Trendlines titled, “Tax Resolution: A Lucrative Opportunity.”

July 14, 2017 - Alma Scarborough, EA, authored a guest column in the St. Louis American newspaper titled, “IRS means ‘all’ when it says report ‘all’ your income.” The column should be particularly relevant to the growing ranks of taxpayers earning extra income from a side gig. 

July 12, 2017 - In her latest “Talkin’ Taxes” column for the Standard-Examiner newspaper, Tracy Bunner, EA, explains why the IRS cares whether your multilevel marketing enterprise is a business or a hobby. Read “Be wary of joining multilevel marketing businesses.”

July 12, 2017 - The Detroit Free Press is warning enrolled agents and other tax professionals of a “phishing epidemic” in an article titled, “IRS warns tax professionals: 'Don't take the bait' from scammers.”

July 11, 2017 - In this week’s Bluffton Today column, Ed Loughrey, EA, explains why the Currency Act imposed on American colonists in 1764 may have done more to spark the Revolutionary War than unfair taxes. Read “Paper money and the American Revolution.”

July 10, 2017 - Forbes spoke with Chris Hardy, EA, and Morris Armstrong, EA, for an article titled, “What To Do If You Inherit An IRA.”

July 10, 2017 - Barry Lisak, EA, answers the question, “Charitable Deductions: How Much Can You Write Off?” for The Chief-Leader newspaper.

July 6, 2017 - KLSA News 12 announced an upcoming Tax Talk Today webcast featuring Tony Frezza, EA; and Helen O'Planick, EA. The webcast, “When Taxes Get More Complicated for Individual Filers,” will take place on July 11.

July 6, 2017 - The Macomb Daily ran a column titled, “Attorney general offers tips for avoiding tax-relief scams” in which they urge readers to “consult the IRS Directory of Federal Tax Preparers with Credentials and Select Qualifications to find an enrolled agent with authority to negotiate with the IRS.”

July 5, 2017 - The Daily Herald interviewed Steven Heeley, EA, to help answer the question, “What would a state income tax hike cost you?”

July 4, 2017 - Jassen Bowman, EA, describes “4 Problems with the Tax Resolution Industry” for CPATrendlines.com.

July 2, 2017 - David Mayes, EA, shares another column with readers of SeaCoastOnline.com comparing the tax benefits of two popular retirement programs in “Roth IRAs and 401(k)s, similar but not equal.”

July 1, 2017 - Abby Eisenkraft, EA, was quoted liberally by TireReview.com in an article titled, “Surviving an IRS Audit.”

June 2017

June 30, 2017 - In his weekly Bluffton Today column, Ed Loughrey, EA, warns readers of multiple scams used on travelers in “Watching your wallet on vacation.”

June 30, 2017 - Accounting Today interviewed Anthony Santullo, EA, for an article titled “Preparers chime in on recent PTIN ruling.”

June 30, 2017 - Bary Lisak, EA, wrote a column for The Chief-Leader newspaper titled “What Interest Payments are Tax-Deductible?”

June 30, 2017 - Craig Smalley, EA, wrote an interesting article for ganjapreneur.com titled, “The Current State of Cannabis Business.”

June 29, 2017 - TaxBuzz.com urges readers to contact a professional society like the National Association of Enrolled Agents “if you are seeking assistance in getting a tax resolution professional who can work with you locally.” The article is titled, “How Can I Get Help With an IRS Levy?”

June 28, 2017 - In her latest, “Talkin’ Taxes” column for the Standard Examiner, Tracey Bunner, EA, explains how taxes are computed on inherited property.

June 28, 2017 - Chris Hardy, EA, explains how he’s using a Health Savings Account as a possible long-term care solution for him and his wife in a Forbes article titled, “Supercharge Your Nest Egg With A Health Savings Account.”

June 27, 2017 - James Harnsberger, EA, comments on the launch of a new training program for tax professionals who want to help businesses take advantage of tax benefits associated with investment in solar projects. Read the press release. 

June 27, 2017 - Jeffrey Schneider, EA; Terri Ryman, EA; Phyllis Jo Kubey, EA; Twila Midwood, EA; John Dundon, EA; and Manasa Nadig, EA, shared their biggest marketing goofs in a new article for TaxProToday.com titled, “Pitches and glitches: Tax preparers discuss marketing goofs.”

June 26, 2017 - Barry Lisak, EA, provides “An Overview of Deductible Taxes” for The Chief-Leader newspaper.

June 23, 2017 - A new Forbes article quotes Leonard Steinberg, EA, on how to “Funnel More Into Your 401(k) And IRA With Catch-Ups.”

June 22, 2017 - Vid Ponnapalli, EA, offers practical tips to seniors in a Kiplinger’s article titled, “How Retirees Can Tackle Longevity Risk.”

June 21, 2017 - SuperMoney.com interviewed Steven Weil, EA, for his insights on “11 Facts You Should Know About the Federal Estate Tax.”

June 21, 2017 - Government Executive magazine published an article titled, “IRS Shuts Down, Then Restores, Tax Preparer I.D. Registration.” The article quoted the June 21 email alert sent by NAEA to its members in which we shared the news about the PTIN system being restored.

June 20, 2017 - Edward Loughrey, EA, shares the latest telephone threats employed by scammers posing as IRS agents in “Be aware of summer scams,” Ed’s latest column for Bluffton Today.

June 19, 2017 - Barry Lisak, EA, talks about “Maximizing Your Medical Tax Deductions” in The Chief-Leader newspaper.

June 19, 2017 - “Tax Expert and Advisor Barry G. Fowler, EA Talks to Taxpayers Who Haven't Filed Yet,” via PRLog.org. Spoiler Alert! He recommends they get professional help to sort things out ASAP. 

June 18, 2017 - David Mayes, EA, talks about helping parents plan for their children’s college expenses in a column for SeaCoastOnline.com titled, “College savings top of mind as school year ends.”

June 18, 2017 - The Motley Fool published a new article, “3 Smart Tax Moves,” in which they urge people to “Consider hiring an ‘Enrolled Agent,’ a professional licensed by the IRS who is authorized to represent you before the IRS if need be. You might find one through the National Association of Enrolled Agents website.”

June 17, 2017 - The Times Union reports Roland Manuel, EA, added a Tax Coaching Service with Proactive Tax Planning to his firm’s services.

June 17, 2017 - A new article in Business.com offers “3 Tips for Finding Your Financial Footing Before Launching a Business.” The article urges entrepreneurs to hire a tax professional and explains circumstances where one might consider hiring an enrolled agent versus a CPA.

June 16, 2017 - Jeff Schneider, EA, talks with Kiplinger’s about “What Kids Starting Jobs Should Know About Taxes.”

June 13, 2017 - Tom Bentley, EA, of Bentley Tax Consulting announced a merger with another local tax specialist in Colorado to create an integrated firm that offers a range of services related to resolving tax debt.

June 13, 2017 - Jean Nelsen, EA, and Laurie Ziegler, EA, are joining a panel of experts for the June 13 Tax Talk Today webcast titled, “Getting More Small Business Clients? A Small Business Tax Primer May Be in Order.” A press release announcing the webcast was posted to roughly 100 news websites.

June 13, 2017 - Multiple NAEA members stepped up and offered comments for an Accounting Today article titled, “Preparers list their biggest do-overs from last season.” Our sincere thanks to Jeff Genter, EA; John Dundon, EA; Jeffrey Schneider, EA; Morris Armstrong, EA; Phyllis Jo Kubey, EA; Twila Midwood, EA; Manasa Nadig, EA; and Terri L. Ryman, EA.

June 13, 2017 - Jeffrey Schneider, EA, offers a quick way to determine if a taxpayer must pay taxes on Social Security benefits in an article for Lenpenzo.com titled, “The Pros and Cons of Taking Social Security Early.”

June 13, 2017 - A new Bluffton Today column by Edward Loughrey, EA, warns taxpayers that “Tax strategy an ongoing venture,” not something you should wait until next year to start thinking about.

June 12, 2017 - Craig Smalley, EA, contributed a column to AccountingWeb.com in which he suggests, “PTINs Were Not the Problem – it Was the User Fees.”

June 12, 2017 - TALK BUSINESS 360 TV sat down with Lonnie L. Gary, EA, USTCP, to discuss the enrolled agent profession and the value of hiring one of America’s Tax Experts! 

June 12, 2017 - Barry Lisak, EA, shares “Mid-Year Tax Tips to Start Planning for 2017” with The Chief-Leader newspaper.

June 11, 2017 - Florida Today announced Twila Midwood, EA, was installed as director to the 2017/2018 National Association of Enrolled Agents board of directors.

June 8, 2017 - BroadwayWorld.com share tips from Abby Eisenkraft, EA, on problems that arise when individuals fail to disclose hidden tax problems to their spouse-to-be. Check out “June Brides and Grooms: Don't Marry an IRS Nightmare.”

June 8, 2017 - Craig Smalley, EA, discusses “Estate planning for blended families” in the Tax Adviser newsletter. 

June 7, 2017 - Craig Smalley, EA, contributed a nice quote in a Forbes story titled, “Considering A Nomadic Lifestyle? Don't Plan On Deducting Moving Costs.”

June 6, 2017 - The following NAEA members provided expert commentary for a report in Accounting Today titled, “Preparers sound off on Congress' IRS budget, priorities:” Twila Midwood, EA; Morris Armstrong, EA; John Dundon, EA; Jeff Gentner, EA; Phyllis Jo Kubey, EA; and Terri L. Ryman, EA.

June 6, 2017 - Craig Smalley, EA, discusses “How to Help Cannabis Doctors Rake in Tax Savings” in a column for AccountingWeb.com. 

June 6, 2017 - The Standard-Examiner published another “Talkin’ Taxes” column by Tracy Bunner, EA. This column explains what to do when “Receiving a refund in error.” 

June 5, 2017 - Craig Smalley, EA, wrote a column for CPA Practice Advisor that explores thorny issues that can arise in “The Tax Advice That We Give to Our Clients.” 

June 5, 2017 - The Chief-Leader newspaper published an article by Barry Lisak, EA, titled, “Your First Job: Tax Tips for Teens.”

June 4, 2017 - David Mayes, EA, offers tips for “Combating elder financial abuse” in Seacoastonline.com.

June 2, 2017 - The Katy News reports on the upcoming 2017 Regional Tax Practitioner Meeting In Houston, a webinar organized by the Texas Society of Enrolled Agents among others. IRS speakers from Collection, Exam, Appeals, Criminal Investigation, Taxpayer Advocate Service and the Treasury Inspector General for Tax Administration will participate in a panel discussion.  

May 2017

05/31/2017 - AccountingWeb.com ran a column by Craig W. Smalley, EA, in which he explains “Why I Ignore IRS Private Letter Rulings.”

05/31/2017 - Craig W. Smalley, EA was quoted in a Forbes article titled, “Can Digital Nomads Take A Tax Deduction For Moving Expenses?”

05/30/2017 - Edward Loughrey, EA, answers the question, “What is a viatical settlement?” in his weekly column for Bluffton Today.

05/25/2017 - Accounting Today posted a summary and slideshow titled, “The biggest issues of 2017 for tax pros,” highlighting recent government relations activities of NAEA and other tax groups.

05/25/2017 - CPA Practice Advisor announced an upcoming webinar, “Implementing Technology to Maximize Staff Flexibility, Efficiency and Productivity for True Work/Life Integration - A Live Case Study,” featuring Julie Lepper, EA.

05/24/2017 - NAEA Executive Vice President Cedric Calhoun was quoted by TaxAnalysts.org regarding the paid preparer oversight provision in President Trump’s newly released budget proposal. Check out “White House Defends Budget’s Assumptions on Growth, Tax Reform” to read Cedric’s comments.

05/24/2017 - Crystal Stranger, EA,shares tips on “How to Grow Your Net Worth to $1 Million” in GoBankingRates.com.

05/23/2017 - In an article for Forbes titled “Three Tax Notes on the Trump Budget,” Ryan Ellis, EA, argues that federal oversight of tax return preparers is a bad idea. He goes on to assert that NAEA and organizations like it support this type of regulation because “it would drive non-member tax preparers out the business, allowing EAs and CPAs to raise their fees.” Mr. Eillis, an NAEA member since 2007, is certainly entitled to his opinion, however cynical it may be. Our view is that establishing minimum federal standards for unenrolled preparers protects taxpayers from incompetent and dishonest tax return preparers while saving the government hundreds of millions of dollars in fraudulent refund payments.

05/23/2017 - Craig Smalley, EA, examines how to use a family limited partnership to protect assets in an article for CPA Practice Advisor titled, “Transfer to Limited Partnership Included in Taxable Estate.”

05/23/2017 - In his weekly Bluffton Today column, Edward Loughrey, EA, examines “Weird state and foreign taxes.”

05/19/2017 - KLFY News reported the Southern University System Board of Supervisors has approved the addition of a certificate of technical studies in enrolled agent at Baton Rouge Community College. The article, “New degree programs headed your way,” references NAEA and explains what an EA is.

05/19/2017 - TaxProToday reported on NAEA’s Capitol Hill Fly-In in an article titled, “Tax pros descend on Capitol Hill.”

05/18/2017 - A new article from U.S. News & World Report urges people who want to know “How to Assemble Your Financial A-Team” to consider hiring an enrolled agent. The article explains the term EA and includes a link to naea.org.

05/18/2017 - Forbes ran a full recap of the NAEA Fly-In, complete with a photo of Jeff Gentner, EA, a quote from Kerry Freeman, EA, as well as quotes from NAEA’s own Cedric Calhoun and Justin Edwards. Please read “Tax Professionals Take Taxpayer Concerns To Congress.”

05/11/2017 - Craig W. Smalley, EA, describes “How the Enrolled Agent Exam Was Quite Different Back in My Day” for AccountingWeb.  

05/10/2017 - A May 25 free webinar, “Implementing Technology to Maximize Staff Flexibility, Efficiency and Productivity for True Work/Life Integration - A Live Case Study,” featuring Julie Lepper, EA, has been announced in CPA Practice Advisor

05/10/2017 - Abby Eisenkraft, EA, was quoted by First Coast News in their report, "5 money questions you should ask before getting married." This article makes some outstanding points and offers tips that can really help those planning to head down the aisle -- help them get on the same page and avoid unexpected financial surprises or issues. You may want to share this with someone recently engaged in your life!

05/10/2017 - Abby Eisenkraft, EA, penned a thoughtful article for AccountingWeb titled, “Why This Tax Season Was Especially Tough”  

05/09/2017 - In a letter to the Sonoma Valley Sun, Junhui (Jack) Ding, EA, discusses how the “Trump tax plan will hurt middle class.” Mr. Ding goes on to say he will be attending meetings on Capitol Hill next week arranged by NAEA, to “meet House Representatives and members of the Ways and Means Committee, to discuss tax reform and other tax issues.” 

05/09/2017 - Edward Loughrey, EA, reports a “Major tax scam thwarted” in his weekly Bluffton Today tax column 

05/08/2017 - U.S. News & World Report quotes Jeffrey Schneider, EA, on “What to Expect as the IRS Has Private Firms Collect Overdue Taxes.” 

05/07/2017 - In an article for Seacoastonline.com, David Mayes, EA, urges investors to be skeptical, ask questions, and visit the SEC and FINRA websites to “Protect yourself from online investment scams.” 

05/05/2017 - Morris Armstrong, EA, reviews lessons learned in an article for AccountingWeb titled, “Changes I Made This Tax Season Had Mixed Results.” 

05/04/2017 - Tax Talk Today®, listed as "an organization that collaborates with the IRS and NAEA to provide content meeting CPE Credit requirements," announced the topic for its May program featuring IRS Office of Professional Responsibility Director Stephen Whitlock. KLKN-TV and nearly 100 additional media outlets posted the press release.

05/03/2017 - The Daily American reports Bonnie Lewis, EA, will be recognized by the YWCA of Greater Johnstown at their 31st Annual Tribute to Women Awards Dinner on May 18. The award honors women who have demonstrated leadership qualities in their chosen field, their personal lives and their commitment to community service.

05/01/2017 - Scott Vance, EA, explains the ins and outs of depreciation recapture in a Kiplinger article titled, “Depreciation’s Tax Break Has Consequences for Real Estate Investors.”

April 2017

04/29/2017 - It's not every day that you get such a thorough answer to the question: "When can I dispose of tax records?" Check out this recent Kiplinger's Personal Finance article in the Richmond Times-Dispatch which quotes from Jeffrey Schneider, EA.

04/29/2017 - Accounting Today reports "Nominees wanted for IRS Advisory Council." Enrolled agents, other tax professionals and representatives from business and academia can be nominated and if successful will be appointed to three-year terms beginning January 2018.

04/26/2017 - Sheen magazine profiles Dr. Roshawnna Novellus, EA, in "Dr. Roshawnna Novellus talks EnrichHer Conference."

04/25/2017 - "Is it a "loophole" or a deduction?" Edward Loughrey, EA, tackles this question in his latest Bluffton Today Taxing Issues column.

04/25/2017 - David DuVal, EA, talks tax lingo in "Helping Your Clients Understand Basis for Tax Purposes" in CPA Practice Advisor.

04/23/2017 - David T. Mayes, EA, offers tips for taxpayers in "What is Form 8606? IRA owners should know" in Seacoastonline.com.

04/20/2017 - NAEA and two member enrolled agents (Jeff Rosan, EA and Eva Rosenberg, EA) are in the top 10 "Tax Experts to Follow Right Now" on Twitter. 

04/20/2017 - Yahoo Finance's "What to Do If You Get a Letter From the IRS" suggests going to the NAEA website to find an enrolled agent and quotes from Karla Dennis, EA.

04/18/2017 - "Tax Expert and Advisor Barry G. Fowler, EA, Explains IRS Fast Track Settlement Program" and encourages taxpayers flagged for an IRS audit to consider the Fast Track Settlement option recently made available to a wider audience.

04/18/2017 - Bryan Lake, EA, talked with WJLA DC cohosts Tuesday about how to avoid common mistakes that people make when filing their taxes in this "Tax Deadline Tips" segment. Check it out!

04/18/2017 - In Village News, Karyn Vaughn, EA, "The Tax Lady has suggestions to help mitigate 2016 tax liability."

04/18/2017 - John Avara, EA, shares some last-minute tips in "The Deadline of Filing Taxes is Approaching."

04/18/2017 - Reading minds everywhere, Ed Loughrey, EA, shares what to do "The day after tax day," what to keep and what to toss, in his latest Bluffton Today Taxing Issues column. 

04/14/2017 - "Tax Expert Ryan Ellis Gave Tax Tips For Last Minute Tax Filing" on WMAL Radiolast Friday.

04/13/2017 - On a related note, Frank St. Onge, EA, also shares itemized deductions "Tax tips for last-minute filers" in a recent Spokesman-Review article. 

04/13/2017 - Phyllis Jo Kubey, EA, and Suzan Ali, EA, get into the nitty gritty of deductions for donations in "Comb Your Closet for Charity - and a Tax Deduction," a recent article published in NewsOK

04/13/2017 - Swing by Accounting Today's "Clients' hot topics this season." E@lert bets you can guess some of the prevailing hot topics, all while seeing names of fellow NAEA members: Laurie Ziegler, EA; Joel Grandon, EA; Jennifer Brown, EA; Theodore Prioleau, EA; Trish Evenstad, EA; and Helen O'Planick, EA.

04/11/2017 - Ed Loughrey, EA, gives some great insight on "Taking last-minute deductions" in his latest Bluffton Today Taxing Issues column. 

04/11/2017 - Ken Portera, EA, shares some valuable information in "Can't pay your taxes? Six ways to cope," an article appearing in the Christian Science Monitor. It has also been picked up by 243 additional news outlets!

04/11/2017 - Ryan Ellis, EA, weighs in on "An overdue discussion on Virginia's taxes." 

04/11/2017 - We bet you've been wondering: "How preparers relax during tax season." Wait, they do?! Click on this enjoyable and helpful Accounting Today article to see what some of your colleagues say, including Laurie Ziegler, EA; Trish Evenstad, EA; Helen O'Planick, EA; Joel Grandon, EA; Jennifer Brown, EA; and Theodore Prioleau, EA. 

04/10/2017 - Abby Eisenkraft, EA, shares some excellent insights in the the recent article "5 IRS Audit Triggers to Avoid on Your 2016 Return." 

04/10/2017 - Steve DeFilippis, EA, talks: "What Entrepreneurs Need to Know Before Filing Taxes" in this Vista Press article. 

04/10/2017 - Steven J. Weil, EA, was quoted in The Fiscal Times article: "4 Tax Fixes Start-Ups Want Most." 

04/09/2017 - David Mayes, EA, writes: "529 Plan rule changes benefit college savers." 

04/08/2017 - This fascinating article "Tax preparers have job pride, if not credentials" cites data from the IRS which indicates that only 30% of the nation's 700,000 tax preparers are CPAs and 8% EAs. A whopping 56% do not hold a nationally recognized credential! 

04/08/2017 - Bernadette Antonelli, EA, reminds taxpayers: "IRS extension adds time to file, but you still have to pay.

04/05/2017 - "Tax Experts Agree, Filers Are Making Mistakes That Cost Them Time and Money" is NAEA's press release based on the survey which 519 EAs responded to in March. James R. Adelman, EA, President-Elect is quoted. In one day, the piece was picked up by 108 news outlets! Some serious news coverage for enrolled agents and NAEA!

04/04/2017 - Jeffrey Schneider, EA, and Jerry Gaddis, EA, provide some grEAt tips in Kiplinger's "When To Toss Tax Records."

04/04/2017 - "Can You Deduct Alternative Medicines on Your Taxes?" Eva Rosenberg, EA, and Juan Montes, EA, weigh in.

04/03/2017 - The Tribune-Democrat reports: "YWCA to honor 9 at Tribute to Women event," one of whom is Bonnie S. Lewis, EA.

04/03/2017 - The press is reporting: "Tax Groups Recommend Improvements to IRS Taxpayer Service." Have a read to learn more about the advocacy NAEA and these groups are doing for taxpayers and tax practitioners.

04/01/2017 - Abby Eisenkraft, EA, is quoted in ABC News' "10 things to know if you haven't done your taxes yet" regarding keeping a list of forms relating to all of your jobs over the year.

March 2017

03/31/2017 - "Tax pros debate the value of mid-season marketing," reports Accounting Today, drawing on input from: Theodore Prioleau, EA; Joel Grandon, EA; Helen O'Planick, EA; Trish Evenstad, EA; and Jennifer Brown, EA.

03/31/2017 - Bernadette Antonelli, EA, helps taxpayers make an important distinction in today's New York Times article: "IRS extension adds time to file, but you still have to pay."

03/31/2017 - Jennifer MacMillan, EA, says to carefully itemize charitable deductions to avoid audit problems in the Palm Beach Post article "Dodge These 5 Mistakes." 

03/29/2017 - Abby Eisenkraft, EA, contributes to the list of "50 things to know if you haven't done your taxes yet," carried by Atlanta News.

03/28/2017 - NAEA and Nina Tross, EA, are quoted in this Financial Advisor article "Can Taxpayers Avoid Obamacare Penalties Under Trump?

03/28/2017 - Ed Loughrey, EA, answers the question "What if I expect to owe taxes?" in his latest Bluffton Today Taxing Issues column. 

03/27/2017 - Bill Nemeth, EA, talks about the role medical diagnosis can play in Fox News' "3 ways for seniors to get a tax break." 

03/27/2017 - Koreen Jervis, EA, is one of the tax professionals describing the mood among some of her clients in AM New York's article "Liberal NYC taxpayers resent paying money to Trump programs."   

03/26/2017 - Jeffrey Schneider, EA, and Craig Smalley, EA, weigh in on "Why You Need to Be Careful With Large Cash Bank Deposits" and NAEA is mentioned in this recent article picked up by various news outlets.

03/24/2017 - The Toledo Blade and 30+ other publications have picked up "Paying taxes by credit card isn't a great idea: Fees could be higher than reward." The article quotes exclusively from Trish Evenstad, EA, President of the Wisconsin Society of Enrolled Agents.

03/21/2017 - In the US News & World Report article, "Don't Panic: 6 Last-Minute Tax Tips for Procrastinators," Juan Montes, EA, and Eva Rosenberg, EA, do enrolled agents proud and get a mention of NAEA and its tax expert directory.

03/21/2017 - Morris Armstrong, EA, shares anecdotes and smart recommendations in the recent Forbes article, "Grab The Saver's Credit: A 50% Retirement Savings Match."

03/21/2017 - Fox News gives enrolled agents top billing in the piece "5 tax preparer options." 

03/21/2017 - Tracy Bunner, EA, is once again "Talking Taxes: Itemizing - Is It Really a Benefit?" she asks in her latest Standard Examiner column.

03/21/2017 - With a little over four weeks to go, Ed Loughrey, EA, in Bluffton Today advises simply: "Prepare and file an honest return."

03/21/2017 - The Antrim Review provides "Facts On Filing Tax Extensions Without Paying A Penalty" and extolls enrolled agents while providing a link to our tax expert directory.

03/21/2017 - North Carolina Affiliate Sponsors "Tax Pros on Call" for the Twelfth Time, a story reported by local NBC affiliate TV station (WRAL) in Raleigh, NC. Along with NAEA President Richard Reedman, 19 North Carolina enrolled agents took time out of their busy schedules and participated in the program, taking calls continually throughout the 3 hours. This is NCSEA's twelfth time participating in this program. It was a great opportunity to promote the enrolled agent credential and to provide a valuable service to the community.

03/18/2017 - The Corsicana Daily Sun reports that Judy Bishop, EA, is a "Long-time franchise owner [who] grows work and family relationships."

03/17/2017 - The Cut's "Can I Justify Paying Someone to Do My Taxes?" talks about NAEA and provides a link to the website and tax expert directory. The taxpayer profiled says: "... my enrolled agent always found deductions I'd missed. She paid for herself every year."

03/17/2017 - In Accounting Today's "New due diligence requirements add to tax season burden," see what what fellow NAEA members are saying: Laurie Ziegler, EA; Twila Midwood, EA; Kerry Freeman, EA; John Dundon, EA; Terri Ryman, EA; Andrew Stadler, EA; Manasa Nadig, EA; and Morris Armstrong, EA.

03/17/17 - Ken Portera, EA, is quoted in the Muscogee Phoenix article: "Options available for taxpayers who owe the IRS."

03/17/2017 - The New York Magazine's "Can I Justify Paying Someone to Do My Taxes?" refers taxpayers to the NAEA website to find an enrolled agent tax preparer!

03/15/2017 - Tracy Bunner, EA, is Talking Taxes, specifically: "Why you should file your tax return, even if it's three years late."

03/14/2017 - Learn a lot in this Accounting Today article published yesterday: "Delayed refunds, due diligence requirements top early-season challenges." You'll also see quite a lineup of familiar names: Laurie Ziegler, EA; Andrew Stadler, EA; Twila Midwood, EA; Jeffrey Schneider, EA; John Dundon, EA; Kerry Freeman, EA; Manasa Nadig, EA; and Terri Ryman, EA.

03/14/2017 - In the latest Bluffton Today Taxing Issues column, we learn: "Should you itemize or take the standard deduction?" Thanks, Ed Loughrey, EA!

03/13/2017 - Andy Stadler, EA, and Jeffrey Schneider, EA, share what they have experienced in their own practices in this Reuters article: "Taxpayers procrastinate on filing returns this year."

03/12/2017 - Terri Johnson, EA, is profiled in the Daily Republic's Women Making a Difference 2017 article "Johnson loves to help people alleviate their tax stress."

03/09/2017 - "What to ask your doctor, lawyer, and accountant about protecting your personal data" gives a shout-out to NAEA for having a directory to help verify the credentials of EAs.

03/09/2017 - Eva Rosenberg, EA, highlights the trouble with throwing around acronyms in yesterday's US News and World Report article "Making Sense of 10 Confusing Tax Phrases."

03/07/2017 - In the US News and World Report article "How to File Your Taxes for Free," Jerry Gaddis, EA, stresses the importance of security and competence when seeking free in-person tax help.

03/07/2017 - "Are your credit card rewards taxable?" See what Crystal Stranger, EA, has to say in this MSN Money article.

03/07/2017 - Dave Du Val, EA, is quoted in the recent Yahoo Finance article "2 ways to claim your home office on your taxes."

03/07/2017 - The Income Tax School's "How to Succeed as an Enrolled Agent" is highlighted in Accounting Today's blog review for its recommendations on using the EA credential to gain clients. The bonus tip is that EAs should join NAEA!

03/07/3017 - For an amusing moment in your day, have a read of Ed Loughrey, EA's, latest Bluffton Today article on "Out-of-the-Ordinary Tax Deductions."

03/06/2017 - "Should you do your own taxes? These 4 questions will help you decide." Certainly, you will be more informed on this question by reading the input of Randall Brody, EA, Dean Ferraro, EA, and Steven Weil, EA, in this Christian Science Monitor article.

03/03/2017 - Scott Anderson, EA, became an EA later in his career and gives his perspective and advice in the recent Investors article "Some Advisors Take The Long Road To Their Profession."

03/03/2017 - In All Business, Steven J. Weil, EA, shares tips on "How to Make Your Accountant Love You-And Get Bigger Tax Returns to Boot."

03/02/2017 - ABC and all the networks are buzzing about the article "Can't pay your taxes? Here are 6 ways to cope," which quotes from two NAEA EAs: Lew Hurwitz, EA, and Ken Portera, EA.

03/02/2017 - In Yahoo Finance's "What to Do After You Receive Your W-2 Tax Form," Susan Gallagher-Smith, EA, in quoted and also identified as a member of NAEA.

03/02/2017 - Jennifer MacMillan, EA, with credential proudly mentioned, shared her wisdom in Tax Notes Today's article "Refund Delays, Poor Communication Have Snarled Filing Season." (subscription required)

03/01/2017 - Tracy Bunner, EA, is "Talking Taxes: How major life changes can affect your tax return."

February 2017

02/28/2017 - Ed Loughrey, EA, writes about "Lottery Winnings and Taxes" in this week's Bluffton Today Taxing Issues column.

02/22/2017 - Check out this Bakersfield article "What you need to know before hiring a tax pro" and its spotlight on the benefits of hiring not just an EA, but an NAEA EA! 

02/22/2017 - Alex Anderson, EA, is profiled in the Sidney Daily News article "Tax service in 81st year" talking about the business over time and the work he has done as an EA before the IRS.

02/21/2017 - Accounting Today's "Question marks: Should you do client surveys?" takes the cake for number of NAEA member EAs quoted! 11! They are William Keats, EA, Terri Ryman, EA, Joel Grandon, EA, Geoff Plourde, EA, Gene Bell, EA, Morris Armstrong, EA, Steven Weil, EA, Twila Midwood, EA, Richard Ogg, Janet Sienicki, EA, and Jennifer Brown, EA.

02/21/2017 - The next Accounting Today article also quotes from a whopping seven NAEA EAs who responded to the topic: "Fear and loathing: What clients say about the IRS." They are Amber Gray-Fenner, EA, John Dundon, EA, Morris Armstrong, EA, Kerry Freeman, EA, Terri Ryman, EA, Jeffrey Schneider, EA, and Jeff Gentner, EA.

02/21/2017 - Stephen DeFilippis, EA, speaks about income-tax free states in the Forbes article "Thumbs Up: The 10 Best States For High Earners."

02/21/2017 - Juan Montes, EA, JD, of Ceres, CA, gives "Answers to tax questions on Medicare, Medi-Cal benefits" in this San Francisco Chronicle article.

02/21/2017 - Edward J. Loughrey used the occasion of George Washington's birthday to reflect on the beginning of taxes in the United States and the continued relevance of the guidance of those founding our nation. Check out this week's Blufffton Today column "Pay attention to Washington's words."

02/21/2017 - Craig Smalley, EA, of Orlando, Florida, reported on "Landmark court case has dictated tax policy of federally illegal activities for more than 30 years" and provided tips on deducting business expenses.

02/20/2017 - PRBuzz picked up an article by Barry Fowler, EA, on the topic of being audited for under-reporting to IRS.

02/17/2017 - Washington State's Jeffrey Robertson, EA, and family are profiled in this Chronicle article "Cascade Tax Service Provides 'Peace of Mind' During Tax Season: Three Generations of Family Have Worked at Business."

02/15/2017 - Jerry Gaddis, EA, has penned an informative article "Things to know about filing your tax return" published in Florida Keys News and mentions NAEA's directory for finding a tax expert.

02/15/2017 - Craig Smalley, EA, shed light on audits in the recent Highya finance article "IRS Audits Explained: What They Are, Who Gets Them and What You Need to Do."

02/14/2017 - Stephen DeFillippis, EA, is quoted in the recent Forbes' article "The Side Gig Tax Time Retirement Play" regarding the SEP-IRA.

02/14/2017 - Ed Loughrey, EA, writes about "The Dirty Dozen tax scams" in Bluffton Today's weekly Taxing Issues column.

02/14/2017 - Check out the Accounting Today article "What clients want to know about tax reform."

02/13/2017 - Have a read of Eva Rosenberg, EA's, helpful MarketWatch article "3 health insurance tax benefits you can get in 2017."

02/12/2017 - What an fine sell for EAs, Wendy Connick, EA, in your article "The 5 Types of Tax Preparers: Which One Is Best for You?"

02/10/2017 - Tom Taulli, EA, JD, writes a great NASDAQ article "5 Ways to Avoid an IRS Tax Audit" with a shoutout to NAEA at the end. 

02/09/2017 - Trish Evenstad, EA, shared some advice in The Blade's "Do homework to find a tax preparer" and even got the NAEA directory mentioned!

02/08/2017 - Claudia Hill, EA, is quoted in the recent Forbes article about master limited partnerships, "State Filing Requirements For MLP Investors."

02/08/2017 - Tracy Bunner, EA, addresses the question "Do you need to file your taxes?" in her latest Talkin' Taxes column for the Standard Examiner.

02/07/2017 - William Keats, Jerry Gaddis, EA, Kerry Freeman, EA, and Laurie Ziegler, EA, are profiled in the recent Accounting Today article "Pitching in: The pros and cons of volunteer prep." They each give unique perspectives, have a read!

02/07/2017 - "What if I don't file a return?" is the latest installment of Taxing Issues from Ed Loughrey, EA, in Bluffton Today.

02/06/2017 - Rich Rhodes, EA, shared useful tax information and a gave a shoutout to NAEA in the Unified News article "Software Or Tax Pro: What The Difference Can Mean For You."

02/04/2017 - "Napa's 'tax experts' offer free advice" as part of a free Tax Help Day event. And even braving the rain! Way to go, Susan Buda-Chrestensen, EA.

02/04/2017 - The San Francisco Chronicle quotes our own Juan Montes, EA, and Tim Dilworth, EA in "Claiming a parent as a dependent is a tax-time headache."

02/03/2017 - Accounting Today has now picked up the grEAt news that Kathy Hettick, EA, and Phyllis Jo Kubey, EA are two of five people newly named to the IRS Advisory Council in "New members named to IRSAC, IRPAC." Kathy and Phyllis will do all EAs proud!

02/03/2017 - "Governor Rick Scott Commends Florida Enrolled Agents 'Enrolled Agents Week' and Professionalism" quotes FSEA President Roberto Pons, EA, several times.

02/02/2017 - "How to find a good tax preparer-and write off the bad ones", which quotes six times from Trish Evenstad, EA, was so helpful to taxpayers it is being republished with permission weeks later by MarketWatch.

02/02/2017 - Of the "10 Most Overlooked Tax Deductions You Should Use on Your Tax Return" Randall Brody, EA, ably discusses frequently missed opportunities pertaining to relocation expenses.

02/01/2017 - Congratulations to Mary Beth Lougen, EA, USTCP, for her recent article "The Trouble with QEF Reporting" in the Journal of Tax Practice and Procedure Vol 19(1)

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