Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Advanced Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Jon Hargis is a retired IRS Revenue Officer with the Small Business/Small Enterprise division. He received his enrolled agent license shortly after retirement from the IRS and established Anchor Tax Relief, LLC in Stockton,…

Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Advanced Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Clarice Landreth, EA, is a National Tax Practice Institute™ (NTPI®) Fellow, class of 2013. She is the training and development specialist at Omni Financial in Broomfield, Colorado. Clarice has over 15 years of experience…

Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Advanced Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Kenneth Portera EA, has been 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…

Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Advanced Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Laura Strombom, EA, earned her enrolled agent license in 2001, her MBA in 1999, and became a National Tax Practice Institute™ (NTPI®) Fellow, class of 2010. The year 2019 marked her second year as…

Shaping the future of NAEA together. We care about our members. The strategic mindset team behind the National Association of Enrolled Agents (NAEA) takes pride in bringing you the latest tax education opportunities and member benefits you need to grow your business and be a knowledgeable tax practitioner. Working alongside the Board of Directors and committees, the staff is committed to fulfilling NAEA’s mission through advocacy, coordinating volunteers, planning member and public events, and much more. Learn more about NAEA’s…

Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Judge Holmes has been admitted to the New York and District of Columbia Bars; the U.S. Supreme Court; the Washington, D.C. Second, Fifth, and Ninth Circuits; and the Southern and Eastern Districts of New York,…

…compliance they want the IRS accountable to provide and then dedicate appropriate resources for the agency to meet those goals. Customer satisfaction surveys are valuable and should continue as an appropriate success measure for the agency. The IRS should provide circular 230 tax practitioners with a tax professional account as part of the IRS’s Future State efforts. IRS should focus its attention on replacing the Centralized Authorization File (CAF) with a consolidated online solution utilizing electronic signatures and an algorithmic-driven…

…funding over the next decade to forestall future crises. These funds would return this essential agency, which touches almost all our citizens, to levels of customer service and compliance it has not experienced in over a decade. Additionally, the agency needs to invest in both policies and technologies that will eliminate 100 percent of the need to rely on paper transactions in filing, payment and in so-called correspondence audits. Where necessary, Congress should move forward with requirements supporting 100 percent…

…Chapter 4: Medicare Module III: Comprehensive Retirement Planning Chapter 1: The Big Picture Chapter 2: Taxation of Retirement Income Chapter 3: Social Security & Retirement Case Studies Chapter 4: The Future of Social Security Module IV: Working with Clients Chapter 1: Social Security Income Planning Chapter 2: Introduction to Working with Clients Chapter 3: Self-Employed Business Owners Chapter 4: Working with Self-Employed Clients Module V: Social Security Software Case Studies Chapter 1: RSSA Roadmap Software Walkthrough Chapter 2: Pete Walker,…

…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…