Join us for NAEA’s Biggest Event of the Year!
Salt Lake City, UT | July 28 – 30, 2025
Early bird pricing ends 2/28/2025!
…Court of Federal Claims. He has practiced in New York as an associate, Cahill Gordon & Reindel (1983-85); Sullivan & Cromwell (1987-1991); served as clerk to the Hon. Alex Kozinski, Ninth Circuit (1985-87); and in Washington as Counsel to Commissioners, United States International Trade Commission (1991-96); Counsel, Miller & Chevalier (1996-2001); Deputy Assistant Attorney General, Tax Division (2001-03). Judge Holmes is a member of the American Bar Association (Litigation and Tax Sections). He was also appointed by President George W….
…thousands of individuals, businesses and corporate taxpayers before the IRS, the Department of Justice Tax Division, federal and state courts and state taxing authorities. These matters involved civil examinations and appeals, criminal investigations and tax collection issues. Fisk, a certified tax law specialist with the California State Bar, has also served as an adjunct professor teaching graduate and undergraduate level tax at several colleges and universities and recently concluded a term as a member of the IRS Advisory Council (IRSAC)….
…protect and defend the nationwide scope of enrolled agents’ practice rights. If the Minnesota Debt Settlement Services Statute 332B is not overturned, we will see similar laws passed in multiple states. Become a Member When you join our community, we become your partner, your teacher, and your advocate in the halls of Congress and beyond. NAEA believes in your professional commitment, and work hard to bring you benefits and opportunities to begin or expand your career as a tax professional….
…in 2021. Learn more. Member Nonmember $275 $375 Time Course Name CE Hours NTPI Equivalent Speaker December 2, 2020 10:00 AM – 11:40 AM Advanced Exam: Part 1 2 Level 3 Alan Pinck, EA 1:00 PM – 2:40 PM Penalty Abatement 2 Level 3 Tom Gorczynski, EA December 3, 2020 10:00 AM – 11:40 AM Advanced Exam: Part 2 2 Level 3 Alan Pinck, EA 1:00 PM – 2:40 PM Ethics 2 Level 3 Clarice Landreth, EA…
…practitioner to list all provided services ahead of time before an enrolled agent is able to file a power of attorney in order to speak to the IRS or obtain a tax transcript. Minnesota Statute 332B requires enrolled agents to provide the Minnesota State Department of Commerce with detailed taxpayer information, contrary to Circular 230 and the Internal Revenue Code. NAEA has your back and is vigilantly protecting the rights of members and non-member enrolled agents’ practice rights. NAEA is…
…presidents in attendance, and it was also noted that member Mary McGuire was present for her 44th annual meeting! Members also heard updates from President David Tolleth and EVP Meg Killian, who shared details on NAEA’s strategic and operational initiatives. Both acknowledged it has been a tough year for NAEA with a great deal of disruption, but there is a plan. The path ahead is much clearer as we continue to work through technology challenges and reimagine programs and services…
…Learn to help your clients maximize their Social Security benefits; often resulting in tens or hundreds of thousands of dollars in additional retirement income. You’ll learn how to use sophisticated Social Security maximization software that generates a custom report for you to review with your clients. Expert Social Security advisory is an outstanding way to enhance the relationship with your existing clients, differentiate yourself from your competitors, and to acquire new clients. NAEA members can access this new member benefit…
…Account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org. For CTEC CE reporting, email education@naea.org with your CTEC member number. Join our community of dedicated tax professionals who are committed to excellence and lifelong learning. Enhance your credibility, expand your skill set, and ensure that you are always prepared to meet the demands of your clients and the industry. Select a program below or view all Certificate Programs here. Specialty Business Certificate Program…
About NAEA Chapters The following state chapters are directly governed by NAEA, with no separate chapter dues or dual membership requirements. Current members automatically belong to a chapter based on their geographic region, although they can choose to join a different chapter if they prefer. These chapters do not have bylaws or a board of directors; instead, member engagement is driven by a local leadership committee and/or project/special interest group committees. Find an event near you from our list…
…with the East Cambridge Savings Bank a free public event: “Taxpayer Review/Preview Day” at four branches in Arlington, Cambridge, Woburn and Belmont on Saturday, November 2nd from 9:00 AM to 1:00 PM. The bank will promote the event and sign-up customers. Any member interested in more information should call John Warren, EA at (781) 219-4206. New England EA Pro Bono Panel The MAcEA seeks to resuscitate this volunteer group that supports all New England Low Income Tax Clinics. The NH…