…be implemented. The knowledge, experience and authority of the appeals personnel should meet a higher standard than the campus appeals technical employees, who may have very little authority and may not grasp the intricacies of cases assigned to them. Incorporate a number of taxpayer rights changes from the National Taxpayer Advocate’s 2017 Purple Book recommendations, including: Authorize IRS to work with financial institutions to reverse misdirected deposits. Revise the “Mailbox Rule” to apply to electronically submitted documents and payments in…

…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…

Free Continuing Education for Members Discover a wealth of learning opportunities at no extra cost! As an NAEA member, you gain access to a minimum of 40 free continuing education (CE) credits each year through our Continuing Education Portal. Choose from a range of live webinars and on-demand programs tailored to enhance your knowledge, keep you up to date on industry developments, and support your professional growth. Whether you’re looking to meet your CE requirements or expand your expertise, our…

…discuss prices, fees, or rates. This is part of the federal antitrust laws and applies to all association activities. Encourage Questions. We are here to learn and share. Any comments that belittle a member’s level of knowledge will be removed. Additional NAEA Web Board Guidelines State concisely and clearly the topic of your comments in the subject line. This allows members to respond more appropriately to your posting and makes it easier for members to search the archives by subject….

Keep up with tax industry trends through a variety of events including webinars hosted by NAEA and its state affiliates. We thrive to create networking opportunities to connect and engage with tax practitioners throughout the year. Take advantage of the expertise and engagement offered at NAEA. As we are living in unprecedented times, the health and safety of our members and partners remain our top priority. All current and future events will be virtual through Zoom. NAEA can deliver the…

Start your journey with NTPI. The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. NTPI® is back with new and improved content as part of NAEA’s…

…tax issues. The Significance of NAEA’s Contribution to Key Tax Topics and Legislation Involving enrolled agents and NAEA in discussions on important tax legislation brings valuable expertise, represents the interests of tax professionals, advocates for taxpayers, and provides practical insights for effective policymaking. With their specialized knowledge of tax matters, enrolled agents ensure that legislation is shaped by professionals who deeply understand the complexities of the tax code. NAEA continuously monitors tax and IRS-related news throughout the year, including changes…

…skills of tax practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. While the NTPI program itself is designed for enrolled agents, CPAs, and tax attorneys, non-enrolled agents are welcome to attend. Those who complete Levels 1, 2, and 3 earn the distinction…