2025 February Solutions Room: When Cognitive Decline Affects Your Client (1 CE)

Speaker: Beth Logan, EACE: 1 IRS/CTECPrice: Free for Members | $50 for Nonmembers This class will explain dementia and its warning signs. We will discuss the obligations for EAs regarding the sharing of information, collection of information, and review of the returns with clients. Through interactive discussions about various scenarios, we will develop ideas for handling dementia clients. Objectives: Explain dementia and related issues. Propose possible scenarios for dealing with...

March 2025 Solutions Room – Form 7217 Partner’s Report of Property Distributed (1 CE)

Speaker: Jane Ryder CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members. Not a member yet? Become part of...

April 2025 Solutions Room – Form 4797 (1 CE)

Speaker: Alice Orzechowski CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not a...

Hot Topic: Estates and Trusts – 1041

Speaker: Jaye E Tritz CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not...

Ignition Webinar Hosted by NAEA (1 CE)

CE: 1 IRS/CTEC Price: Free for Members | $30 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not a member yet? Become part...

June 2025 Solutions Room – Gambling Taxes (1 CE)

CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not a member yet? Become part...

2025 July Solutions Room – Clergy (1 CE)

This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members. Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with...

2025 Q3 Hot Topic Webinar (2 CE)

More details coming soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members. Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and...

Hot Topic: Stock Options

Speaker: Chelsea Rustek, EA CE: 2 IRS/CTEC Price: Free for Members | $60 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not...

August 2025 Solutions Room – Scams, Theft, and Ponzi (1 CE)

CE: 1 IRS/CTEC We’re currently gathering all the details, and registration will be available soon!   This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members. Not a member yet? Become part of NAEA today to unlock access to this and a host of...

September 2025 Solutions Room – Digital Assets and 1099DA (1 CE)

Speaker: Tynisa Gaines, EA CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not...

2025 October Solutions Room – Characteristics of Roth (1 CE)

CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers We’re currently gathering all the details, and registration will be available soon! This session is part of our Free CE offerings for NAEA members, providing valuable insights at no cost. Note that the date and time are tentative and subject to change. Learn more about Free CE opportunities here: Free CE for Members.     Not a member yet? Become part...