…sometimes very messy and that people who make mistakes must to have a way to get themselves back on track. Unfortunately, the transportation bill that the Senate passed on Thursday includes this taxpayer-hostile OIC provision. On behalf of 40,000 EAs nationwide, I ask the two of you to work to remove the OIC pay-for in conference. NAEA stands ready to assist you in coming up with more pro-taxpayer solutions to the OIC program. Sincerely, Francis X. Degen, EA, USTCP President…

…way to get themselves back on track. I am informed that SAFETEA is scheduled to be debated on the Senate floor as early as today. Ideally, NAEA would like to see this taxpayer-hostile OIC provision removed on the floor. I understand that a more realistic approach would be to have the OIC provision removed in conference. NAEA stands ready to assist you in coming up with more pro-taxpayer solutions to the OIC program. Sincerely, Francis X. Degen, EA, USTCP President…

…preparing taxes for over 30 years and is the founder and owner/operator of Kenneth Portera & Associates LLC, a year–round tax preparation and accounting practice which he started in 2009. Allan J. Reynolds, EA A.J. Reynolds, EA, has over 30 years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. Sponsorship Opportunities Do you offer solutions for tax professionals? Get your…

…status from the practitioner’s last filed 1040; the SSN of someone on the practitioner’s last filed 1040 who is not the practitioner; and potentially, some variation of information related to the practitioner’s family members or spouse (e.g., spouse’s last name). NAEA President James R. Adelman, EA submitted comments to IRS Acting Commissioner David Kautter to offer IRS alternative solutions to consider to authenticate practitioners when they contact the IRS PPS line to indicate they have a third-party authorization for a…

…with software training. After completing the educational program and passing the national RSSA Competency final exam, advisors are well positioned to help existing and prospective clients with their Social Security planning needs. This training program is approved by the IRS, NASBA, CFP® Board, and Broadridge Fi360 Solutions for CE credits. Advisors learn how to help clients save hundreds of thousands of dollars in additional Social Security benefits that they have earned and are entitled to. Training Features Offers an intensive…

…Agents (NAEA). Directors are elected by the NAEA membership and serve a two-year term. Directors bear fiduciary and legal responsibility to promote the best interests of NAEA. Directors must practice knowledge-based governance principles and develop strategic policies for the association. Each director must place NAEA’s needs above their individual interests or desires and communicate member concerns. Directors must attend and participate in all board meetings and must prepare by reviewing meeting materials in advance. Directors must know and understand NAEA’s…

…where you are. Our virtual offerings include timely content offered in a convenient format for the busiest tax professional. Build community and connect with your colleagues. Enter a place for knowledge exchange and profession networking. Explore dynamic discussion groups and access resources for your tax practice. NAEA offers many opportunities for you to use your talents and interests to become engaged and support the profession. Fill out this form to inquire about volunteer and leadership options with NAEA! TaxFlow is…